The only fully embedded legal operations system for tech-enabled lawyers
The CaseMatch platform captures every detail and manages every task - empowering you to focus on what matters most: driving client strategy, staying ahead of legal needs, and building enduring trust.
Get legal work started - before the meeting even ends
Our system runs in the background during legal calls, automatically handling administrative tasks so you can focus on the conversation.
Instant Intake Automation
Capture and organize client information in real time during initial consultations.
Eliminate Manual Data Entry
Automatically update client accounts and matter files without lifting a finger.
"The system captured every detail from our client call and had the engagement letter ready before I even finished my coffee."
— Partner, AmLaw 100 Firm
"Document generation that used to take hours now happens in seconds, with better quality and consistency."
— Managing Partner, Corporate Practice
Fully automate all administrative work
Transform your practice with AI-powered document generation that creates perfect drafts in seconds.
Create engagement letters
Generate customized engagement letters based on conversation details.
Fully tailored, make it yours!
Upload past deals and contracts to fit your AI-companion to your style.
Transform meetings into structured legal summaries
Transform meetings into structured legal summaries your entire team can access, refine, and act on - without losing a single detail.
Tailored workflows and summary structure
Get every call organized according to your preference.
AI-powered legal summaries
Instantly extract key legal points and action items from every conversation.
"Our team collaboration has improved dramatically. Everyone stays on the same page without endless email chains."
— Litigation Team Lead, National Law Firm
Contradiction Detected
The suggested Section 3.2 conflicts with Section 5.1 of the JVA - Review
Suggested Alternative
Modify liability cap to align with industry standards
Precedent Analysis
Similar terms accepted in 87% of comparable deals
Negotiate with the power of a legal AI team on your side
Get real-time contract analysis and suggestions during client calls and negotiations.
Automatic on-call contract mark-ups
See redlines pop up in real-time with references to call details.
Contradiction detection
Identify contradictions and impacts of suggested ideas in real-time.
"It's like having a team of legal experts analyzing every word of your negotiation as it happens."
Set your own privacy standard
From full transcription to zero recording - CaseMatch enables you to set the tone for each client interaction.
Adjustable privacy settings
Choose different privacy levels for different clients and matters.
User-specific controls
Let clients opt-in to the level of AI assistance they're comfortable with.
Full call recording and transcription
AI-powered insights and suggestions
Turn on cloud data retention
Enable client access meeting data
AI-Driven Matter Lifecycle Management for the New Era of Law
AI-Native. Client-Centric. Privacy-Focused.
Designed for the complex demands of large firms, our platform integrates directly with your client communications - automating admin work, accelerating legal workflows, and ensuring you lead every matter with speed, clarity, and confidence.
Intelligent Operations at Scale
The Agentic Platform for Legal Work
AI-driven insights across all matters - from intake to resolution - with predictive analytics and dynamic resource optimization.
Custom Workflows, Seamless Collaboration
Tailor processes to your practice areas. Enable cross-office, cross-team coordination without friction.
Enterprise-Grade Security
SOC 2 Type II compliant with role-based controls and full auditability - trusted for sensitive client operations.
Enterprise Legal Operations Dashboard
Matter Tracking
Real-time status updates
Team Allocation
Optimize resource distribution
Financial Metrics
Profitability insights
Risk Assessment
Proactive risk management
AI Insights
Predictive analytics
Compliance
Automated compliance checks
The Future of Legal Operations Isn't Coming.
It's Already Embedded in Your Client Communications.