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CA
Casey
Case Manager · The Docket

Keeps every case moving: tracks status, chases the next action, updates clients automatically, and escalates anything going stale.

Big-law equivalent: Case management department + docketing clerk
Owns

Every matter moving. Every client informed.

Stale matters (30d+)2/ 0
Client touch cadence100%/ every 14d
Next-action coverage23/23/ 100%
Today
23
Active matters
8
Client updates sent
2
Stale flags
Capabilities
  • ✓Matter timelines with next-action tracking
  • ✓Automatic client status updates on your cadence
  • ✓Escalates stale matters (no movement in N days)
  • ✓Treatment tracking for PI (providers, gaps, MMI)
  • ✓Court date and appearance management
Systems
FilevineOutlookCourt calendars
Works from Firm Knowledge
Client communication standardsMatter playbooksTreatment tracking
✦ LegalAdministrator.ai intelligence
Operational Playbooks & SOPsLaw Firm KPI Benchmarks

Caseydraws on the platform's proprietary law-firm operations intelligence — the same source every staff member uses, so recommendations stay consistent.

CA
Casey
Case Manager
On duty

Casey is standing by. Try one of these, or ask anything: