Intake and contacts
Web form, phone and referral intakes become contacts linked to a matter. The people involved in a case are recorded once and stay attached to it.
Features
The work of a case, in one system.
Case to Close covers the day-to-day of a law firm: the people, the checks, the paperwork and the record. AI drafts where it helps. Attorneys decide everywhere.
Conflict checks
Search your firm's past and current parties. Staff can run the check. Only an attorney can clear it or mark a conflict.
Consultations
Book consultations with an attorney and keep the outcome with the rest of the matter record.
Matters
Each intake that moves forward becomes a case with a matter number and a lead attorney, ready for deadlines, documents and notes.
Engagement letters
Track the fee agreement from sent to signed, so the firm knows where an engagement stands.
Deadlines
Keep dates on the matter where the whole team can see them, instead of spread across calendars and email.
Documents
Files live in private, firm-only storage attached to the matter. They are not a shared drive and not a public link.
Matter notes
Notes stay on the matter, in order, so the next person to pick up the file has the full context.
AI drafts with attorney approval
The AI produces drafts from the matter record. Drafts are marked as drafts, and only an attorney can approve them. The AI never gives legal advice to clients or makes decisions.
Roles
Owner, attorney, paralegal, intake and viewer. Viewers read only. Staff can add and edit. Only owners and attorneys can delete.
Audit log
A record of who changed what and when. Owners can review it. Entries cannot be edited or deleted.
Permission to delete is not handed out lightly
Viewers can read but not change. Staff can add and edit. Deleting is limited to owners and attorneys, and every change is written to the audit log that owners can review.
A record that stays put
Audit entries cannot be edited or deleted. If a later question comes up about a matter, the firm can see 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.