The Future of
Legal Case Management
From intake to invoice — automate your entire practice with AI-driven document drafting, e-filing, deadline tracking, and secure client collaboration. Trusted by hundreds of firms.
Everything your firm needs,
intelligently connected.
A complete platform that replaces 5+ disconnected tools with one intelligent system.
AI Case Analysis
Predict outcomes, estimate settlements, surface risks, and generate demand letters with streaming AI. Leverage Perplexity-powered legal research.
- Outcome prediction (win%, settlement range, cost estimate)
- Legal research (Perplexity chain)
- Medical chronology generation
Smart Deadline Tracking
Jurisdiction-aware deadline calculator with automatic calendar sync. Never miss a statute of limitations or court filing date again.
Document Intelligence
AI-powered OCR for intake documents, risk extraction, smart categorization, and 24 built-in document templates. Version history, batch generation, and barcode scanning included.
- Version history and audit trails
- Batch document generation
- Barcode scanning for exhibits
Real-Time Analytics
Interactive dashboards with matter budgets, burn-rate alerts, utilization tracking, and comp-based bonus calculators. Know your firm's health in real time.
Secure by Design
AES-256-GCM encryption at rest and in transit. SOC 2 compliance, role-based access controls, and comprehensive audit trails for every action.
Client Portal
Self-service portal for clients to view case status, share documents securely, and communicate with their legal team in real time.
- E2E encrypted secure messaging
- Two-way SMS texting
- Integrated support ticket system
AI-Powered Legal Suite
Not just document review. Our AI engine drafts, predicts, researches, and automates — streaming real-time results so you stay in control.
AI Document Drafting
Generate pleadings, motions, contracts, and correspondence across 8 document types with 3 tone options. AI drafts in seconds with full attorney review.
- 8 document types (pleadings, motions, contracts, discovery, notices, correspondence, settlement agreements, demand letters)
- 3 tones (formal, assertive, conciliatory)
- Live SSE streaming — watch the AI draft in real time
Case Outcome Prediction
Upload case facts and get AI-powered estimates: win probability, settlement range, and projected cost. Built on historical case data and jurisdictional patterns.
- Win% probability score
- Settlement range estimate
- Projected litigation cost
Legal Research (AI-Powered)
Ask natural-language legal questions and get cited answers via our Perplexity chain integration. Covers statutes, case law, and regulations.
Demand Letter Generation
Auto-generate formal demand letters from case intake data. AI assembles facts, calculates damages, and drafts a professional demand package in minutes.
Document OCR + Risk Extraction
Scan intake documents, medical records, and police reports. AI extracts key facts, identifies risks, and populates case fields automatically.
Image Generation
Create courtroom exhibits, timelines, and visual summaries with AI image generation. Turn complex facts into clear, persuasive visuals.
Court & Compliance
E-file directly, sync dockets, calculate jurisdiction-aware deadlines, and screen for conflicts — all from a single platform.
E-Filing
File directly to CM/ECF and Tyler eFlex across 20 jurisdictions. 9 API endpoints handle submission, status, and receipt retrieval.
Deadline Calculator
Jurisdiction-aware calculator that automatically computes filing deadlines, response dates, and statutes of limitations per court rules.
Docket Sync / PACER
Automatically sync federal court dockets. Get real-time updates on case filings, orders, and hearing schedules.
Conflict Detection
Automatic conflict-of-interest screening using Levenshtein + Soundex matching against your entire client database.
Billing & Payments
From time tracking to trust accounting — a complete financial stack built for law firms, with Stripe, PayPal, and LEDES compliance.
Stripe & PayPal
Accept card payments via Stripe and PayPal. Subscription management across 7 billing tiers (B1–B7) with automatic invoicing.
Time Tracking
Track billable hours with customizable rates per attorney, matter type, and activity. Built-in timers and bulk time entry.
Invoice PDF
Professional A4 invoice PDFs generated with QuestPDF. Customizable templates with your firm's branding and letterhead.
Trust Accounting (IOLTA)
Three-way trust reconciliation with IOLTA compliance. Track retainers, disbursements, and maintain audit-ready records.
LEDES 1998B Export
Export billing data in LEDES 1998B format for corporate legal department compliance and e-billing platforms.
Multi-Language & Mobile
Serve clients in their preferred language and manage your practice from anywhere — our mobile app keeps you connected on the go.
7 Languages, 91 Resource Files
Full localization across English, Spanish, French, German, Russian, Brazilian Portuguese, and European Portuguese. WCAG 2.1 AA accessibility compliance baked into every screen.
React Native Mobile App
Full-featured mobile app built with React Native and Expo. Manage your practice from anywhere.
- Dashboard & case management
- Calendar with court deadlines
- Built-in time tracker
- Biometric authentication
- Push notifications
How We Compare
See why leading firms are switching to CaseOrbit AI. Purpose-built legal AI, not bolted-on features.
| Feature | CaseOrbit AI | Clio | MyCase | PracticePanther |
|---|---|---|---|---|
| AI Document Drafting (8 types × 3 tones) | ✓ Built-in | Limited | Limited | — |
| Case Outcome Prediction (win%, settlement, cost) | ✓ AI-Powered | — | — | — |
| Legal Research (Perplexity chain) | ✓ Integrated | — | — | — |
| E-Filing (CM/ECF + Tyler eFlex, 20 jurisdictions) | ✓ Native | — | — | — |
| 7-Language Support (EN/ES/FR/DE/RU/PT-BR/PT-PT) | ✓ Full i18n | — | — | — |
| React Native Mobile App | ✓ Expo SDK | ✓ | ✓ | ✓ |
| Trust Accounting (IOLTA) | ✓ Three-way | ✓ | ✓ | ✓ |
| LEDES 1998B Export | ✓ Native | — | — | — |
| Client Portal with E2E Encrypted Messaging | ✓ AES-256 | Basic | Basic | Basic |
| Conflict-of-Interest Detection | ✓ Levenshtein+Soundex | — | — | — |
| GPS-Verified Process Serving | ✓ Built-in | — | — | — |
| Free Trial | ✓ 14 Days | ✓ | ✓ | — |
From matter intake to
case resolution — in orbit.
Connect Your Practice
Import existing cases, contacts, and documents. Integrate with your email, calendar, and payment processor in one click.
Automate Your Workflows
Set up document templates, deadline rules, and intake forms. Our AI learns your preferences and automates repetitive tasks.
Collaborate Securely
Invite your team, assign cases, and share documents. Clients access their portal with end-to-end encrypted messaging.
Scale with Intelligence
Track utilization, monitor budgets, and predict outcomes. Real-time dashboards show your firm's performance at a glance.
Trusted by Legal Professionals
"CaseOrbit AI transformed our eviction practice. We went from handling 200 cases with 5 staff to 500+ cases with the same team. The AI document drafting alone saves each attorney 10+ hours per week."
"The court deadline calculator and e-filing integration eliminated the missed deadlines that used to keep me up at night. Now I know every filing date across all jurisdictions, automatically."
"Our clients love the portal and SMS notifications. We've seen a 40% increase in client satisfaction scores since switching. The trust accounting alone paid for the platform in the first month."
Ready to modernize your practice?
Join 800+ law firms using CaseOrbit AI to automate case management, draft documents with AI, and deliver exceptional client service. No credit card required.