The case flow
From first contact to a closed file.
Every case follows the same seven stages. Each stage hands off cleanly to the next, and the record stays with the matter.
01
Intake
A prospective client comes in by web form, phone or referral. Everyone involved is recorded as a contact and linked to the matter, so the firm starts with a clean record instead of scattered notes.
02
Conflict check
The check searches only your firm's past and current parties. Staff can run it. Only an attorney can clear it or mark a conflict.
03
Consultation
The consultation is booked with an attorney and kept on the contact's record, with the outcome in the same place as the rest of the matter.
04
Matter
The intake becomes a case with a matter number and a lead attorney. Work, deadlines and documents attach to that matter from then on.
05
Engagement
The fee agreement is tracked to signature, so the firm can see where an engagement stands before work begins.
06
Work
Deadlines, documents, notes and AI drafts live in one matter file. Drafts stay drafts until an attorney approves them.
07
Close
Closed matters carry a close date and a complete record, ready for a later question, a review or a file audit.
One record, the whole way through
Intake notes, conflict results, the consultation, the engagement letter, deadlines, documents and drafts all stay attached to the matter. Nothing depends on remembering which inbox or folder it came from.
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.