Every stage of the case, carried by one system.
Intake, records, demands, discovery, trial and settlement — each stage handled by the products built for it, all of them writing to the same matter.
The case, stage by stage
Start where the hours go.
Most firms begin with the stage that costs them the most time. Because every product shares one record, the next stage starts with everything the last one learned.
- Stage 1IntakeOne intake record for every channel, with the source attached and the retainer signed from a phone.CasePro CRM · AutoDoc · OmnisProof · Omnis Voice · CaseNotesExplore intake
- Stage 2Medical recordsRecords filed on arrival, then read into a coded chronology traceable to its source documents.AutoDoc · LitBox · MedChron · ChiExplore medical records
- Stage 3DemandsThe demand drafted from the chronology, the bills and the liens already on the matter.MedChron · LitDraft · CasePro CRMExplore demands
- Stage 4Discovery & deadlinesResponses drafted to local rules, productions reviewed, and every deadline calculated and calendared.LitDraft · DiscoPro · DocketSpy · ServeNowExplore discovery & deadlines
- Stage 5Depositions & trialLive transcripts, contradictions flagged in the room, and trial binders built from the record.DepoLink · DiscoPro · CaseNotesExplore depositions & trial
- Stage 6SettlementLien payoffs calculated, the settlement shown live with fees and costs, and the release signed.CasePro CRM · OmnisProof · MatterChatExplore settlement
Built for the practice you run
Designed around how plaintiff work actually arrives.
High-volume personal injury
Cases pre-populate as they come in, while MedChron works the records and AutoDoc handles the insurance documents.
Complex multi-defendant litigation
Every defendant, adjuster, policy, provider and claim tracked on one matter, connected and searchable.
Medical malpractice
Massive record sets turned into clear timelines your team can build a theory of the case on.
Mass tort coordination
Large plaintiff groups, shared discovery and individualised damages, without losing track of any one claimant.
A firm that is growing
From a solo practice to 500+ attorneys, the workflows stay the same as the headcount changes.
- CasePro holds all of it.See CasePro →
By role
Built for everyone who works the case.
The firm owner, the attorney, the case manager and the intake team each carry a different part of the matter. Omnis takes a different part off each desk — on one shared record.
- For firm owners & managing partnersFirm ownersOne system, one sign-in, published prices, and the whole firm on one record.Read on
- For attorneysAttorneysDrafts, chronologies and deadlines handled, so the hours go to strategy and the courtroom.Read on
- For case managers & paralegalsCase managers & paralegalsDocuments filed, records read and calls turned into tasks, so the work is checking, not typing.Read on
- For intake teamsIntake teamsEvery channel on one intake record, every call on the file, every retainer signed from a phone.Read on
Where to begin
Tell us which stage costs you the most.
We will show you the products that take it off your desk first, and how the rest of the case follows on the same record.