Matters · Case work
The whole case on one record. Pages built for personal injury, workers' comp and employment, on California rules.
Every case carries its parties, documents, deadlines, tasks, messages, money and notes, with pages for its practice area. An agent writes the summary at the top, and the timeline shows everything that happened.
- Treatment
- Records
- Demand
- Practice pages for treatment, QME, WCAB, exhaustion and more
- A timeline of every call, document, task and change
- Ask about the case and get answers with cited sources
- A Today page of what needs attention across the firm
Instead of
- a case management system
One record per case, built for plaintiff practice areas.
Works with
Weighed against
The work, rule by rule
- GuidePersonal injury case management software: 2026 buyer's guide and comparison
- GuideWorkers' comp case management software: a buyer's guide for California applicant firms
- GuideEmployment law case management software: a buyer's guide for plaintiff firms
- GuideHow to switch case management software: a migration plan for plaintiff firms
- Free toolCase management software cost calculator
Matters: questions firms ask
Parties, documents, deadlines, tasks, messages, money and notes, with pages for its practice area, like treatment, QME, WCAB or exhaustion. A timeline shows every call, document, task and change.
Yes. Ask in plain English and the answer cites the sources it rests on. Agents read searchable PDFs, Word and text files; there is no OCR yet, so scans and faxes aren't read.
An agent writes it, and earlier versions can be restored from Notes. Everything else an agent proposes, like facts, deadlines and tasks, waits for a person to accept it.
Yes. The Today page shows what needs attention across the whole firm. It is firm-wide, not a personal list; each person's open work is in Manage.
See Matters with your case types. Thirty minutes, on your own practice.