Features
Everything you need to run your process serving business
From case intake to court-ready documents, every tool your team and clients need in one platform.
Case Management
Create, assign, and track cases from intake to completion. Manage parties, addresses, court info, deadlines, tags, and service requirements with a powerful workflow engine.
AI Document Parsing
Upload legal documents and let AI extract case details automatically. Defendant names, addresses, court information, and service requirements are parsed in seconds.
GPS Tracking & Route Optimization
Real-time GPS validation on service attempts. Geo-fenced proof of location with optimized multi-stop routes for field agents powered by Mapbox.
Client Portal
Give your clients a branded self-service portal to submit cases, track progress in real time, view GPS maps, download affidavits, and pay invoices online.
Digital Affidavits & Signatures
Generate court-ready affidavits for all 50 states with digital signatures. Auto-fill from case data, capture IP and user-agent for compliance.
Email, SMS & Push Notifications
Keep everyone informed with email alerts, SMS via Twilio, push notifications, and real-time in-app updates via server-sent events.
Billing & Invoicing
Create invoices with configurable rates and tax calculations, accept online payments via Stripe, track AR aging, and automate overdue reminders. Bulk invoicing included.
Workflow Automation & SLA
Set up rules that trigger automatically: assign servers, send notifications, escalate cases, or change statuses based on events and deadlines. SLA policies keep your team accountable.
Calendar & Scheduling
View all deadlines, server availability, and service attempts on interactive month, week, and list calendar views. Never miss a deadline again.
Time & Mileage Tracking
Built-in timer for field agents with manual entry support. Track mileage with configurable reimbursement rates. Generate per-server payroll reports with CSV export.
Court E-Filing
Submit filings electronically to supported courts. Provider-based architecture with support for Tyler Technologies, Odyssey, and manual filing workflows.
Security & Compliance
AES-256 encryption, multi-factor authentication, comprehensive audit logging, rate limiting, signed download URLs, and full tenant isolation.
Mobile-First PWA
Progressive Web App works on any device with offline support. Field agents install it to their home screen for GPS tracking, timers, and push notifications.
Global Search
Find anything instantly with Cmd+K search across cases, clients, servers, and invoices. Plus advanced case search with filters for status, priority, date, and tags.
Reports & Custom Report Builder
Pre-built dashboards for revenue, performance, and aging. Plus a drag-and-drop report builder to query any entity with custom filters, grouping, and CSV export.
QuickBooks Integration
Sync invoices, payments, and client records with QuickBooks Online via OAuth2. Keep your accounting in sync without manual data entry.
API, Webhooks & Zapier
Full REST API with OpenAPI docs, scoped API keys, real-time webhooks, and a Zapier connector with 5 triggers and 2 actions. Connect to 6,000+ apps.
Multi-Tenant White Label
Each business gets their own isolated environment with custom domain, branded login, themed emails, and white-labeled client portal.
Skip Tracing
Built-in skip trace provider integrations. Search multiple databases directly from case records and apply results with one click.
Document Requests
Request specific documents from clients directly through the portal. Track request status, set due dates, and auto-update when documents are uploaded.
See it in action
Schedule a personalized demo and see how these features work together for your business.
Book a Demo