Contact Us Get a Demo
Contact Sales Get Started
Contact Sales Get a Demo
Contact Us Get a Demo

Frame 4081-3 CP DIRECT

Your clients direct line to you

CP Direct keeps your firm and clients connected — from first intake to final update.

Optimized for Mass Tort and large volume dockets.

Get a Demo — It's Free Watch Video
image-Nov-25-2025-03-36-24-4202-AM

Majority of clients get legal help this way...

1

Slow or Confusing Intake

Manual forms, repetitive questions, and unclear instructions create a frustrating experience for clients.

2

Disconnected Communication

Messages across email, phone, and text get scattered fast. Clients feel ignored or out of the loop.

3

Lack of Visibility

When case details, tasks, and timelines live in silos, it’s nearly impossible to know what needs to happen next.

Discover what modern firms are doing...

Frame 4051-2

Intake forms but smarter

An effective intake knows how to ask the right questions at your clients own time

featureIntakeForm

E-Signature by DocuSign

Close loops instantly with trusted, compliant e-signatures

featureDocusign

A branded client experience

Personalizing CP Direct with your firm's logo, theming and copy is how we help you set your firm apart from the rest.

featureBrandedClientExperience

All the Right Features, Together

Direct Messaging

In-app messaging so your clients feel more connected & informed. They can easily message their legal team in a way that's simple, secure, and convenient. With SMS integration via Kenect.

featureDirectMessaging

Doc Sharing

Clients can send, view, download, or sign documents from any device, anytime — improving response rates and reducing follow-up work.

featureDocSharing

Case Index

Showing a live, organized summary of their case(s) and status at a high-level.

featureCaseIndex-1

Treatment Notes

Easily track and share a running log of treatments, diagnoses, provider visits, and outcomes.

featureTreatmentNotes-1

Appointment Reminders

Clients no longer ask, "When's my next appointment?" This is a dedicated view for all events.

featureApptReminders-1

Case Study

Vector-1

A 22-staff firm managing over15,000 cases — CP Direct made it possible🔥 That’s 10x the national caseload average per employee.

Discover our CasePacer Ecosystem

Group 4045-1

CP Direct

Case Management Platform | Your case in one place

CP Direct
Frame 4081-4

CP Direct

Client CRM | Your client's direct line to you

CP Direct
CP-3

CP Hub

File Explorer | Your file. Total Control. Real-time Access

CP Hub
Frame 4080-1

CP Vantage

Reporting | Your firm’s performance from every angle

CP Vantage