Platform
Your practice, in focus.
The Case Assistant brings calls, meetings, documents and matters into one workspace, with an AI assistant that knows the context of every case.
Calls & conversations
Every conversation, in the right place.
- Calls, WhatsApp messages, emails and SMS linked to the client and matter
- Transcripts captured from calls, so the detail is never lost
- The full conversation history in view when a client gets in touch
Meetings & notes
From discussion to attendance note.
- Draft attendance notes prepared from calls and meetings
- Your team reviews and approves before anything is filed
- Meeting notes kept with the matter, not in someone’s inbox
Matter timeline
One chronological view of the case.
- Calls, emails, meetings and documents in a single timeline
- Follow-ups and next steps tracked against the matter
- Anyone picking up the file sees exactly where it stands
Case AI assistant
Answers grounded in the matter itself.
- Ask questions about a matter in plain English
- Answers drawn from that matter’s own conversations and documents, with the source shown
- Add what matters to the attendance note in one step
Designed for legal teams
Considered, by design
Matter-centric
Everything is organised around the matter, the way legal work is.
You stay in control
Drafts are drafts: your team reviews notes before they become part of the record.
Works with your tools
Built to connect with the communication, practice and document systems you already use.
Meet your next workspace
A clearer view.
A more connected practice.
See the Case Assistant with sample matters and talk to us about the tools your practice already uses.