Casexatlas
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Platform

Everything your firm runs on, in one place

Casexatlas is built for the daily grind of personal injury work — intake to disbursement, without the tab-juggling.

Universal Inbox

Every email,
on the right case.

The inbox that files itself — and drafts the reply.

  • Every email auto-routes to the right case, across Gmail and Outlook.
  • AI matches sender, subject, and content. Anything under 70% confidence waits in one unmatched tray for a human decision.
  • One click drafts a reply in your firm's voice, using the full case history.
  • Know the moment an adjuster opens your demand — and time your follow-up.
AI That Drafts

Drafts in seconds,
edits in minutes.

AI does the typing. You do the lawyering.

  • 26 specialized AI tools, each built for a specific piece of legal work.
  • Trained on your firm's voice and past documents.
  • Output streams in real time — watch it write.
  • Every output is editable. You're always in the driver's seat.
The 9 Stages

Nine stages,
zero chaos.

Every step of a personal injury case, handled in one place.

  • Intake → Investigation → Treatment → Pre-litigation → Demand → Negotiation → Litigation → Settlement → Disbursement.
  • AI drafts the demand from the case file in seconds.
  • Filings auto-monitored across NYSCEF, eCourts, and PACER.
  • Disbursement calculator: fees, expenses, liens, client net — automatic.
Firm Dashboard

Your whole firm,
one page.

Every case, every stage, every deadline.

  • A live pipeline across every stage of every matter.
  • Click any case to open its full file in context.
  • Deadlines, balances, and next actions at a glance.
Court Monitoring

Court filings,
watched around the clock.

We tell you before opposing counsel does.

  • Alerts when a filing happens — daily scans plus instant push notifications.
  • Embedded in every case file — no extra dashboard to check.
  • Built-in PACER credential management.
SOL Tracking

Never miss
a deadline.

Statute-of-limitations math, done. You just file.

  • Auto-calculated by case type and jurisdiction.
  • Tiered alerts as the statute approaches, starting 30 days out.
  • Visual heatmap of approaching deadlines across the firm.
  • Email and in-app notifications to the assigned attorney.
Built Around Your Firm

You name it,
we ship it.

Customization for firms that don't have time to fight their software.

  • Workflows — your stages, your fields, your forms.
  • AI trained on how your partners actually write.
  • Custom features ship in days, not quarters.
Integrations

Keep
your stack.

Casexatlas slots into whatever you already use.

  • Gmail, Outlook, and Google Calendar.
  • DocuSign for signing; QuickBooks and Stripe for billing.
  • RingCentral for phones, Slack for comms — and more on the way.
Phone Integration

Your phone,
smarter.

Auto-logged calls. Auto-summarized voicemails.

  • Works with RingCentral, Vonage, Dialpad, and 9 more providers.
  • Incoming calls auto-match to existing cases.
  • AI summarizes voicemails into action items.
  • Click-to-call from any case file.
Client Portal

Your clients,
informed.

Real-time case status — without the phone calls.

  • Branded with your firm's logo and colors.
  • Secure document sharing with version history.
  • Push notifications to clients on major case events.
Team Collaboration

Your team,
in sync.

Roles, permissions, audit logs — handled.

  • 4 role types: Admin, Attorney, Paralegal, Staff.
  • 31 granular permissions you control.
  • Sensitive actions are logged for accountability.
  • Comment, mention, and assign across cases.
Security

Client data,
locked down.

Per-firm tenant isolation, role-based permissions, encryption in transit and at rest, and invite-only onboarding.

  • Every query is scoped to your firm — isolation is enforced in the data layer, not just the UI.
  • Authentication managed by Clerk, with multi-factor support.
  • Read the full picture — including where we honestly are on compliance — on the security page.
Security claims above are the short version — the honest long version lives at casexatlas.com/security.

See it on your own cases.

Casexatlas is invite-only. Request access and we set up your firm's workspace personally — usually within a day — with a 14-day full-access trial.

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