A Fully Integrated Practice Management Platform
CasePilot centralizes your firm’s operations, providing the tools you need to practice more effectively.
Case Management
Organize every detail of your cases, from intake to resolution. Track statutes of limitations, manage deadlines, and assign tasks to your team.
Document Assembly & Management
Automate document creation with custom templates. Store and manage all case-related documents with version control and full-text search.
Client Portal
Provide clients with a secure online portal to view case updates, share documents, and communicate with your firm.
Time & Billing
Capture every billable minute with integrated time tracking. Generate professional invoices and manage trust accounting with ease.
Court Calendaring
Automate deadline calculations based on court rules for various jurisdictions, ensuring you never miss a critical date.
Secure Email Integration
Link emails and attachments directly to cases, creating a complete communication record for every client matter.
Conflict Checking
Run comprehensive conflict checks across your entire firm's database to avoid ethical complications.
Workflow Automation
Create custom workflows to standardize your firm's processes, ensuring consistency and efficiency across all cases.
Advanced Reporting
Gain insights into your firm's performance with customizable reports on case progress, financials, and staff productivity.