Case Management
Max transforms your chaotic caseload into a streamlined, automated practice. Never miss a deadline or lose track of a case detail again.
See It In Action
A real look at the case management dashboard — not a generic template.
Max in Action
Monday 9:17 AM — Opposing Counsel Files a Motion
Family law attorney David Chen is in court for a hearing when he gets an e-filing notification for a new motion in the high-conflict 'Garcia v. Garcia' divorce case.
The notification for "Opposing Counsel's Motion to Compel Discovery" hits David's inbox.
Max automatically saves the 24-page motion to the 'Garcia v. Garcia' case hub, naming it '2026-03-27_Motion_to_Compel.pdf'.
Max's AI scans the motion and generates a concise summary: 'Opposing counsel argues we have not produced bank statements from 2022. They request sanctions.' The summary is added to the case notes.
Using the court's rules, Max calculates the response deadline for the motion (April 10, 2026) and adds it to the case calendar and David's task list.
Max creates a task for David's paralegal, Maria: 'Draft response to Motion to Compel in Garcia case. See AI summary in case notes. First draft due April 3, 2026.' and assigns it.
Total time for Max: 4 minutes. Without Max: 30 minutes of manual downloading, reading, calendaring, and delegating.
What's Included
Everything you need to streamline this part of your practice.
Centralized Case Hub
Access all case-related information, documents, and communications in one organized place.
Automated Deadline & Rules
Never miss a deadline with our court-rule calculators and automated calendar updates.
Task Delegation
Assign tasks to team members, set priorities, and track progress to ensure accountability.
AI-Powered Case Notes
Dictate or type notes and let our AI summarize them, identify action items, and link them to relevant documents.
How It Works
Get started in minutes, not hours.
Create a New Case
Instantly create a new case file, add client details, and set up initial case parameters.
Set Key Dates & Deadlines
Use our rules-based engine to automatically calculate and calendar all critical court deadlines.
Manage Tasks & Notes
Assign tasks, add notes, and collaborate with your team throughout the case lifecycle.
Related Features
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