§Case & Client Management

Every document, email, and deadline — linked to the case

Track cases from filing to resolution. Client profiles, document links, email capture, and visual timelines keep everything connected.

The challenge

Cases live in spreadsheets, folders, and lawyers' heads

When a partner asks about a case status, it takes three phone calls and a dig through email. Case context is fragmented across tools and people.

The Causa way

One source of truth per case

Every document, email, deadline, and research note lives inside the case record. Anyone on the team can get up to speed in seconds.

Key Capabilities

Case Timelines

Visual timeline for each case showing filings, hearings, deadlines, and milestones. Never lose track of progress.

Client Profiles

Complete client records with contact details, linked cases, documents, and communication history.

Gmail Integration

Automatically capture emails to cases. Party-type classification keeps communications organized.

Linked Everything

Documents, emails, tasks, and research all link back to the case. One click to see the full picture.

Start managing cases

Create your first case and see everything come together.

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