Easily request and gather intake and discovery answers directly from your clients with targeted smart forms that let them engage in their case from anywhere. Set your clients (and staff!) up for success with a portal that corrects data entry mistakes, forces formatting to normalize answers across case types, and automatically renames their uploaded files to your firm's naming conventions.
CasePacer is your single source of truth. As a case evolves, clients can send updates on medical treatment and doctor's contact information, upload new files anytime - you can even ask them to verify and update previous discovery answers. CasePacer will show your team comparisons of old answers to new answers, giving you confidence on what goes out the door.
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There's no point in excellent data if you can't use it in all the ways you need. Document creation based on templates and our latest DocuSign integration are just a couple of ways that you can utilize all your hard work to further your cases.
CP Vantage is our answer for all your reporting needs. You don't need to be a coder or spreadsheet guru - use CP Vantage's intuitive interface to get the data you want in exactly the way you want to see it.
CasePacer takes security and compliance seriously - rest easy knowing that your clients' personal health and identifying information is safe.
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Paralegal
Improves time management by automating routine tasks, allowing paralegals to focus on more critical aspects of their work.
Steering Committee
Enhances collaboration within legal teams by providing a central platform for sharing information and updates on cases.
Managing Partner
Leverage reporting tools to analyze case performance and make data-driven decisions for continual improvement.
Manager / Admin
Tailor workflows to match your firm's processes and automate repetitive tasks to streamline operations effortlessly.
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Management
Real-Time
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TimeKeeping
CP Direct is one of the most fun and exciting things we're working on right now. I love being able to personalize each app for each law firm, and they love the branding power and potential it brings to their business.
Stephanie Stuart
VP Product Management