Case Pilot

Large
Legal · Lawyers, office staff, clients

Law office: full practice management with matters, hearings, expenses and a client portal.

Coding Ideas

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
  • Email

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
  • Email

Mobile

  • Lawyer mobile agenda
  • Client mobile matter tracking

Roles & permissions

  • Lawyer
  • Clerk
  • Client

Legal

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