Built-in to handle all.
Your fast track to maximum settlements

Data done in an instant

By using simple prompts,

• AI turns your interactions into its appropriate case related entries
• From evidence to exhibits, create the paperwork you need

✨ I spoke on phone for 15 minutes to Sally’s guardian

generating activity log entry...

Goodbye guesswork,
Hello summaries

• Ask about a case and AI instantly delivers all key details
• Get concise, accurate summaries without reading hundreds of documents

✨ Show me details about Sally Show case

Reads between the lines

• Let AI scan, understand, and provide suggested next actions from your files
• Associate document with case
• Create other entities based on content within uploaded file (police report, expense, evidence, witness, etc.)

✨ Analyze police report from Paco Gomez case

Act now or lose everything

• With CP Direct, instantly collect and qualify case data with smart forms
• Organize responses in real time
• Let plaintiffs reply on their own schedule

Don’t settle for half the story

• Centralize case visibility for complete & effective oversight
• Track every case, phase, and milestone in real time
• Manage your entire docket from one unified platform

Break free from silos

• Invite your entire team with no extra fees or seat limits
• Access documents, tasks, and updates in real time
• Reduce miscommunication and eliminate version confusion

Don’t let critical links slip away

• Connect all related cases under one master case for total visibility
• Keep every claim distinct while understanding how it fits into the larger case

Cut complexity to gain clarity

• With companion cases, keep then tied to the same product, household, or incident together
• Segment large case sets into smaller, easy-to-digest groups.

Never get lost in context, again

• Once cases have been grouped, easily switch between grouped cases in seconds
• See each case’s details while keeping the bigger picture in sight

Draft docs lightning fast

• Eliminate copy-paste chaos – generate legal documents without manual entry
• Error-free automation – reduce mistakes and missed details in your documents

Personalization isn’t optional

• Handle dozens or hundreds of MDL cases without extra effort.
• Consistency across cases with every document formatted correctly from client names, case numbers, dates, and more

No recipient gets left behind

• Integrated with DocuSign – secure, reliable, and legally compliant signing built in
• Manage multi-party documents without juggling separate requests

SOL won’t wait twice

• With built-in tickler workflows, cases have safeguards ensuring no case slips through the cracks
• Notifications keep critical actions front and center
• Fully customizable to adapt reminders that matches your firm’s processes

Every date is a make-or-break

• With Docket view, every new calendar entry goes directly to the right attorney or paralegal — no manual entry, no missed deadlines

Zero blind spots

• Find the right people fast – filter calendar by attorney, intake staff, or department instantly
• Coordinate seamlessly and without conflict – Keep teams aligned and working efficiently