How it works
From first call to final order, one organized case.
We help set up your firm and connect your clients. CaseWeave organizes incoming information, while your team reviews the record, manages the work and keeps the practice moving.
A clear role for the platform and your team.
- 01We set up your firm — white glove
Workspace, attorneys and staff, matter structure, and migration handled with you. Your firm keeps full control of every setting.
- 02You invite your clients
Each client gets the CaseWeave app and portal connected to their matter. Nothing for them to figure out alone — it opens onto their case.
- 03The record builds itself
Clients capture texts, photos and documents in seconds; connected Gmail and Outlook accounts file case email in one action. The platform reads, classifies, dates and files every item — originals preserved and fingerprinted.
- 04Your team works the case
Tasks, deadlines and the firm calendar keep the work honest. Draft and redline in Quill, send document requests, collect e-signatures, and message clients securely — all on the matter.
- 05Billing rides along
Time and expenses flow to WIP, WIP flows to invoices, and the trust ledger stays reconciled — a byproduct of the work, not a month-end scramble.
- 06Keep originals and history
Per-case encryption, immutable originals, and an append-only audit trail run underneath every step — so your team can check file integrity and case activity when needed.
Seconds from a client's phone to the case record.
The ruleThe intelligence layer reads, classifies, dates and summarizes. People decide.
One case record, with access for each role.
The client's phone and the firm's portal open onto the same record. A message sent tonight is on the matter tomorrow. A document request goes out as a checklist and comes back filed. One shared case workspace, with internal firm work kept separate.
Watch a case run end to end.
The fastest way to understand CaseWeave is to see a matter move through it — capture to invoice — in one demonstration.