Firm data is walled off
Each firm's data is walled off from every other firm, enforced in the database itself with row-level security. Conflict searches never look at other firms.
Security
Confidentiality is the baseline.
Law firm data is sensitive by default. Case to Close keeps each firm's information separate and keeps a record of every change.
Two-factor sign-in
Two-factor sign-in is available for every account. Passwords have a 12-character minimum, and passwords found in known breaches are rejected.
Role-based access
Owner, attorney, paralegal, intake and viewer roles decide who can see and change what. Viewers read only.
Tamper-proof audit log
The audit log records who changed what and when. It cannot be edited or deleted.
Data hosted in the United States
Firm data is hosted in the United States and encrypted in transit and at rest.
Invitation only
Accounts are created by invitation only. There is no public sign-up.
AI policy
We only use AI providers that do not train on your data and that process data in the United States. AI output stays a draft until an attorney approves it.
Case to Close is software for law firms. It is not a law firm and does not give legal advice.
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.