CRM & CLIENT INTAKE

Case Management

Centralized case tracking, deadline management with court-rule calculators, task assignment, case notes with AI summaries.

"LawBolt's case management is the best way to stay on top of any caseload. Automated deadlines and AI-powered notes save hours every week."

What's Included

Everything you need to streamline this part of your practice.

Access all case-related information, documents, and communications in one organized place.

Never miss a deadline with our court-rule calculators and automated calendar updates.

Assign tasks to team members, set priorities, and track progress to ensure accountability.

Dictate or type notes and let our AI summarize them, identify action items, and link them to relevant documents.

Get started in minutes, not hours.

Instantly create a new case file, add client details, and set up initial case parameters.

Use our rules-based engine to automatically calculate and calendar all critical court deadlines.

Assign tasks, add notes, and collaborate with your team throughout the case lifecycle.

Follow these steps to set up and start using this feature.

Bulk import your existing cases from spreadsheets or other systems to get started quickly.

Streamline your client intake process from first contact to signed retainer.

Oversee every stage of the litigation process with powerful, intuitive tools.

Automate the creation of legal documents with your firm's custom templates.

Join 1000s of solo and small firm attorneys who are supercharging their practice with AI.