[ Case St... Reviews ](https://www.g2.com/products/case-status/reviews) [ Case St... Reviews ](https://www.g2.com/products/case-status/reviews) # Case Status Features ##### ## Platform Basics (5) Reporting Provides analytics tools that reveal important case specific performance metrics and track progress. Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Cloud Provides a cloud based version of the platform. Mobility Is accessible from a mobile device and by users on the go. Historical Reporting Information, data and reports that are being tracked over time Show More ##### ## Content Management (21) Document Management Stores and manages case related documents. Calendar Integration Integrates with calendar applications to ensure case dates are always visible. Workflow Automate custom workflows specific to the users' law firm. Accounting Integration Integrate with a third-party accounting system Financial Management Plan, manage, and track the financial activities of an individual or organization Invoice Management Captures invoice data and maintains comprehensive records for auditing and reporting purposes Portfolio Management Overview of all programs that help compare initiatives, align projects with strategic goals and identify risk Contract/License Management Track, store, and access client contracts or licenses Patent/Trademark Management Patent/Trademark Management Client Management Manage contact details and communication with clients Case Management Work on a set of tasks related to a particular charge, patient, legal issue or any other complex entity or process Email Management Manage, store and organize emails within the system or via third-party apps Workflow Management Create, design and manage workflows for repetitive tasks Calendar Management Track and manage schedules and meetings via an integrated calendar Task Management Create, manage and track all task activities and progression Deadline Management Specify or track the date/time a project, task, etc., is due for completion Docket Management Manage and maintain a detailed record of information and updates associated with each court case Compliance Management Track and manage adherence to policies for any service, product, process, or supplier Conflict Management Search and check for conflicts of interest or statutes of limitations Communication Management Manage and track all internal and external communication conducted via calls, email, text, or chat Docket Management Manage and maintain a detailed record of information and updates associated with each court case Show More ##### ## Generative AI - AI Legal Assistant (2) Text Generation Allows users to generate text based on a text prompt Text Summarization Condenses long documents or text into a brief summary Show More ##### ## LLM and NLP - AI Legal Assistant (1) Natural Language Processing (NLP) Extract insights from legal texts using natural language processing for better decision-making and analysis Show More ##### ## Technology Benefit - AI Legal Assistant (2) Drafting Assistance Aid in drafting legal documents, contracts, and correspondence by providing suggested language and structure Review Automation Extract key terms, information, categorize sections and summarize the ask reducing manual effort and improving efficiency Show More ##### ## Consistency, Accuracy and Efficiency - AI Legal Assistant (1) Consistency and Quality Assurance Standardized approach to legal research, document review, and drafting, minimizing the risk of errors or oversights Show More ##### ## Automation using Legal Tech - AI Legal Assistant (1) Litigation Support Encompasses the use of AI to automate various legal processes, such as case preperation, evidence analysis, trial strategy, legal research, and contract management​ Show More ##### ## Compliance and Data Security - AI Legal Assistant (1) Data Protection Ensuring legal standards are met with regulatory requirements and internal policies along with maintaining high standards of cybersecurity Show More ##### ## Ease of Use and Adaptability - AI Legal Assistant (1) Ease of Use and Adaptability Intuitive interface and user-friendly design which seamlessly integrate with existing workflows, adapting to various legal practices across global laws, rules and regulations Show More ##### ## Agentic AI - AI Legal Assistant (7) Autonomous Task Execution Capability to perform complex tasks without constant human input Multi-step Planning Ability to break down and plan multi-step processes Cross-system Integration Works across multiple software systems or databases Adaptive Learning Improves performance based on feedback and experience Natural Language Interaction Engages in human-like conversation for task delegation Proactive Assistance Anticipates needs and offers suggestions without prompting Decision Making Makes informed choices based on available data and objectives Show More ##### ## Agentic AI - Legal Case Management (8) Multi-step Planning Ability to break down and plan multi-step processes Cross-system Integration Works across multiple software systems or databases Adaptive Learning Improves performance based on feedback and experience Natural Language Interaction Engages in human-like conversation for task delegation Proactive Assistance Anticipates needs and offers suggestions without prompting Decision Making Makes informed choices based on available data and objectives Calendar/Reminder System Notifications/alerts for upcoming events or tasks Third-Party Integrations Set up connections to third-party platforms to improve business processes Show More ##### ## Additional Functionality (44) Billing & Invoicing Create, manage, and send invoices or bills to customers Document Automation Automated or logic-based workflows that assist in the creation of electronic documents Customizable Reports Alter the layout and content of reports Electronic Signature Digitally sign online documents Generative AI Use AI to generate content in the form of text, images, videos, etc. Accounting Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc. Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Document Templates Customizable sample documents that contain placeholder text or a standard layout that can be repeated for each new file Trust Accounting Manage bookkeeping for client trust accounts Client Portal Private online space that lets businesses securely share documents and provide information access to clients Reporting & Statistics Collection, analysis, and representation of numerical data and generation of reports to understand various patterns Data Import/Export Import and export data to and from software applications Access Controls/Permissions Define levels of authorization for access to specific files or systems SSL Security Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access For Legal Professionals Specifically designed to address the needs of law firms and legal departments AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Case Notes Access and track notes regarding case activities and updates within case files Full Text Search Search for specific words or phrases within a document or database Automatic Backup Data is backed up automatically to prevent data loss Customizable Forms Customize contracts and forms to collect specific information Activity Tracking Track and document all activities across devices, networks, and other systems Electronic Payments Electronically collect payments for goods or services Predictive Analytics Predict future data based on historical data sets Contact Database Centralized database of stakeholders and their contact information such as names, address, phone number etc. Customizable Fields Customize data fields to support various needs and use cases Customer Database A collection of customer information such as contact details, demographics, previous interactions, etc. Reminders Timed notification for any upcoming task, deadline, appointment, or activity Document Storage Store and organize documents in a centralized system Court Records Search API Application programming interface that allows for integration with other systems/databases Data Visualization Graphical representation of data Two-Factor Authentication Extra layer of security that requires not only a password and username but also something specific to that user Interaction Tracking Track interaction history by documenting conversations for contacts Version Control Track revisions and updates made to files and navigate between different versions Credit Card Processing Accept and process credit card transactions Status Tracking Track the status over time for a request, process, asset, or transaction Customizable Templates Pre-designed layouts that can be customized to match preferences and requirements Expense Tracking Monitor and record expenses such as purchases or charges incurred Billable Items Tracking Track the list of items required to be billed/invoiced to clients Time & Expense Tracking Log and record hours worked and costs spent to assist in billing and invoicing Online Payments Accept and process online payment transactions 2-Way Messaging Send and receive text messages to communicate with clients or prospects in real-time Billable & Non-Billable Hours Track billable hours and/or non-billable expenses for work performed Mobile App Access the system via a mobile application Show More ##### ## Knowledge Management (1) Knowledge Management Gather, organize, share, and analyze knowledge in terms of resources, documents, and people skills Show More ##### ## Autonomous Task Execution (1) Autonomous Task Execution Completes tasks independently without constant human intervention Show More ##### ## Natural Language Processing (1) Natural Language Processing Process and analyze human language in text or audio form Show More ##### ## Adaptive Learning (1) Adaptive Learning Intuitive interface and user-friendly design which seamlessly integrate with existing workflows Show More ##### ## Workflow Automation (1) Workflow Automation Streamlining repetitive tasks and activities through automated and predefined workflows Show More ##### ## Natural Language Interface (1) Natural Language Interface Interact with agents using conversational language Show More ##### ## Independent Decision Making (1) Independent Decision Making Allows the AI agent to learn from interactions and adapt its responses accordingly. Show More ##### ## Proactive Intervention (1) Proactive Intervention Initiate timely prompts like nudges for development, simulated difficult conversations, or manager reminders Show More ##### ## For Legal Professionals (1) For Legal Professionals Specifically designed to address the needs of law firms and legal departments Show More ##### ## Legal Compliance (1) Legal Compliance Deliver highly accurate and legally compliant solutions that integrate with legal databases internally and externally. Show More ##### ## Review Automation (1) Review Automation Extract key terms, information, categorize sections and summarize the ask reducing manual effort and improving efficiency Show More ##### ## Legal Analytics and Insight (1) Legal Analytics and Insight Extracts information from the web and legal documents to answer complex legal questions and predict potential outcomes and risks. Show More ##### ## Quality Assurance (1) Quality Assurance Systematic evaluation of various aspects of a project or service to prevent defects or issues Show More ##### ## Contract Drafting (1) Contract Drafting Create, edit, and revise contracts/written agreements Show More ##### ## Multi-step Planning (1) Multi-step Planning Ability to break down and plan multi-step processes Show More ##### ## Text Summarization (1) Text Summarization Generate a summary of short or long form text Show More ##### ## Data Protection (1) Data Protection Ensures the security and confidentiality of sensitive legal data through encryption, access controls, and compliance with privacy laws. Show More ##### ## Automated Text Generation (1) Automated Text Generation Automatically generates text by applying artificial intelligence to user input Show More ##### ## Litigation Support (1) Litigation Support Uses AI to automate legal processes like case preparation, evidence analysis, trial strategy, legal research, and contract management. Show More ##### ## Cross-system Integration (1) Cross-system Integration Works across multiple software systems or databases Show More ##### ## Due Diligence (1) Due Diligence Review and summarize contracts and agreements for M&A and other legal transactions using large legal databases for due diligence. 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