Practice software for law firms
From first call to closed case.
Case to Close is the practice system for law firms. Intake, conflict checks, consultations, engagement letters, deadlines, documents and AI drafting, in one place. Your attorneys make every decision. The AI handles the busywork.
BUILT FOR THE ETHICS RULES
AI use is allowed
ABA Formal Op. 512, Texas Op. 705
Cloud storage is allowed
Texas Op. 680
Client confidences protected
Texas Rule 1.05, ABA Rule 1.6
AI drafts, attorneys decide
Every draft verified and approved by a lawyer
Client data never trains AI
Texas Op. 705
Supervision with a full audit log
Texas Rule 5.03, ABA Rule 5.3
Conflict checks inside your firm only
Texas Rules 1.06 and 1.09
No fee sharing. Flat subscription.
Texas Rule 5.04, ABA Rule 5.4
Ethics first
Yes, your firm can use this.
The ABA and the State Bar of Texas ethics committee both allow lawyers to use cloud software and AI, as long as the lawyer protects client confidences, checks the work and stays in charge. Case to Close is built around those duties.
- AI drafts, attorneys decide.
- Your client data never trains AI.
- Flat subscription. Never a share of fees.
One flow, seven stages
A case moves through the same stages every time, with the record kept together from the first call.
01
Intake
A prospective client comes in by web form, phone or referral.
02
Conflict check
Your firm's parties are searched. An attorney clears it.
03
Consultation
Booked with an attorney and recorded on the contact.
04
Matter
The intake becomes a case with a matter number and lead attorney.
05
Engagement
The fee agreement, tracked through to signature.
06
Work
Deadlines, documents, notes and AI drafts in one matter file.
07
Close
Closed matters carry a close date and a complete record.
AI that drafts, attorneys that decide
AI helps move the paperwork. It does not practice law. The firm stays in control at every step.
Every AI output is a draft
Drafts are clearly marked and sit in the matter file until someone reviews them.
Only an attorney can approve it
Approval is an attorney action. The system records who approved the draft and when.
The AI never gives legal advice to clients or makes decisions
It writes, organizes and pulls from the matter record. Your attorneys decide what is right and what goes out.
Built for confidentiality from the database up
Each firm's data is walled off from every other firm, enforced in the database itself with row-level security. Conflict searches only ever look at your own firm's parties.
- Two-factor sign-in and 12-character minimum passwords with leaked-password checks.
- Role-based access from owner and attorney down to viewer.
- Tamper-proof audit log of who changed what and when.
Free pilot for San Antonio law firms.
Full access to Case to Close during the pilot, setup help, and a direct line to the team. All we ask is honest feedback.