Case Pilot
LargeLegal · Lawyers, office staff, clients
Law office: full practice management with matters, hearings, expenses and a client portal.
Built in this build
- Client portal (matter status, documents)
- Appointment requests
- Document upload
- Hearing/deadline visibility
- Expense and fee breakdown
- Secure messaging
- Matter/case records with stage tracking
- Hearing and deadline (appeal etc.) calendar
- Power-of-attorney and document archive
- Expense/fee and collections tracking
- Task assignment (clerk/intern)
- Conflict-of-interest checklist
- Status summary from matter notes
- Plain-language client update draft
- Caseload and stage distribution
- Collections summary
Vision (needs external services)
- Hearing/deadline reminders
- Payment due notification
- Calendar (.ics)
- PDF statements
The build delivers the entire scope above as one coherent application. Items in the vision column require real external services (payments, messaging, integrations) and are not part of this version.
Customer features
- Client portal (matter status, documents)
- Appointment requests
- Document upload
- Hearing/deadline visibility
- Expense and fee breakdown
- Secure messaging
Admin modules
- Matter/case records with stage tracking
- Hearing and deadline (appeal etc.) calendar
- Power-of-attorney and document archive
- Expense/fee and collections tracking
- Task assignment (clerk/intern)
- Conflict-of-interest checklist
AI capabilities
- Status summary from matter notes
- Plain-language client update draft
Automations
- Hearing/deadline reminders
- Payment due notification
Analytics & reports
- Caseload and stage distribution
- Collections summary
Integrations
- Calendar (.ics)
- PDF statements
Mobile
- Lawyer mobile agenda
- Client mobile matter tracking
Roles & permissions
- Lawyer
- Clerk
- Client
Legal →
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