Task plans
Reusable checklists scoped by matter type, status, and trigger. A new case manager does it your way on day one — not month six.
Workflows & Automations
One trigger. The calendar builds itself.
Define how your firm handles a case once — task plans, deadline rules, scheduled messages — and the system carries it out on every matter, every time, the same way. Tasks, deadlines, and dependencies fire automatically.
Litigation Plan — Defendant Served
Live
Jurisdictions: California · Illinois
Trigger — Defendant ServedRuns when the service date is recorded
Defendant's Answer Due+30 days
File Proof of Service with Court+7 days
Serve Written Discovery+10 days
Litigation — Okafor, Amara - DOL 11/02/25
Chronology
Categories
Calendar
Upcoming · plan: defendant served
May 12
Defendant's Answer Due
awaiting confirmation
Apr 19
File Proof of Service with Court
confirmed
Apr 22
Serve Written Discovery on Defendant
confirmed
Jun 2
Last day to file 170.6 Objection
R. Vance, Attorney
Request updated records — Cedar PTin progress
30-day client check-inopen
Your firm's playbook, running on every matter
The process that lives in someone's head, moved into the system — applied consistently, and auditable afterwards.
Litigation plans
Relative-date deadline rules, scoped to jurisdictions, drawn from a library that knows what a 170.6 is. Record the trigger; the calendar follows.
Safe to trust
Generated dates start as "awaiting confirmation" — a human still signs off before a date is treated as authoritative. That's a strength, not a caveat.
Scheduled Messages
The follow-up that never forgets.
Client check-ins, status updates, and chasers configured once and sent on schedule — scoped by matter type, so every case gets the cadence it deserves without anyone keeping a list.
Scoped by matter type
Different cadences for different kinds of cases.
On the record
Every send logged to the matter's activity feed.
Independent settings per module
Intake, matters, and referrals each run their own plans.
Scheduled messages
30-day treatment check-in
SMS · every 30 days while Treating
active
Signed — welcome sequence
Email · on status change to signed
active
Record request follow-up
Fax + email · 14 days after request, until received
draft
Get started
Define How Your Firm Wins — Once.
Then let the system run it on every matter. Join the waitlist for early access.
No credit card. No seats. The platform is free to run.