One system for the whole matter, with AI doing the preparation

AI action queue

Ready-to-run actions, each approved by a person

The AI watches each matter’s workflow step, deadlines, documents and messages, and prepares the actions that should come next. A reviewer sees a one-line summary of each. Expanding it shows:

• Case facts, cited to the matter’s own fields and documents
• The statute or rule the action relies on
• The deadline math, step by step

Approve, edit or reject. Approved actions run right away and are logged. Rejected ones are logged too, with the reason.

Action types: calendar a deadline, draft a letter, send a client update, advance a workflow step, generate an invoice, stage an e-signature, prepare a proof of service, prepare certified mail, prepare an EAMS filing (planned; integration-ready).

Matters & workflow

Configured to how your firm works

Define matter types for each practice area, each with its own workflow steps, custom fields, task templates and documents. Notes, tasks and documents stay on the matter, with full history.

Intake & sales

A pipeline from first call to signed retainer

Intake is a separate part of the firm, with its own permissions. Leads move from lead to consult, retainer and signed, with follow-ups and per-person stats. Phone and SMS integrations log calls and texts. E-sign integrations send retainers and update the status when they’re signed. A signed lead becomes a matter in one step.

Client portal

Clients see their case in plain language

A mobile portal in English and Spanish. Clients see a plain-language timeline of their case, send messages, upload documents and photos, sign, and view invoices. The portal assistant answers questions from the client’s own case only, and hands off to staff when it should. The firm decides what clients see for each matter type.

Time & billing

Time, invoices and operating funds

Track time on the matter, generate invoices from time and expenses, and record operating funds in and out. CaseSteward doesn’t do trust (IOLTA) accounting.

Permissions, audit & admin

Access control that the AI follows too

Permissions are layered: practice area and matter type, matter, assignment to a matter, party, and feature. They’re enforced on every screen, every export and every AI action. The admin portal manages users, roles, matter types, steps, fields and rates. An append-only audit log records who did what, when, and what changed.

Filing, service & mail

Integration-ready

Phone, SMS and e-sign integrations are part of the platform. E-filing integrations (EAMS) and print-and-mail services are planned. The platform is built so the AI can prepare those packets for approval when they’re connected.