One place for the whole practice.
Intake, drafting, communication and client care, connected through the same case file. Court monitoring coming soon.
Plate 01 · CasexAtlas
Courts · coming soon
Statutes · auto-calculated
40.7143° N 74.0018° W
Case management for personal-injury firms
Software that
fits your firm.
Completely.
Intake through settlement, all on one page. Specter drafts, routes and tracks the work, saving you time on tedious tasks.
Bring us your workflow, your wish list and the way you want to practice. We’ll build your CasexAtlas exactly the way you want it.
Reyes v. Apex Freight Corp.
Index No. PI-2026-0417
Sup. Ct., N.Y. County
Stage 01 / 0914 Mar 2026
Intake
Matter opened for Marcus Reyes. Bus collision, N.Y. County.
Case activity
- Retainer executed, client onboarded
- Statute auto-calculated to 14 Mar 2029
- PI-2026-0417 assigned to M. Calderon
Statute 1,096 daysNot yet valued
Scroll
Connected to the way you work
Your tools.
One connected workspace.
Bring your inbox, calendar and conversations into the same case file. Keep the connections your firm already relies on.
Twilio, Outlook, Google Calendar, DocuSign and RingCentral.
Your communications, calendar and signatures, brought together.
The CasexAtlas difference
Endless features.
Endlessly yours.
A complete platform for the work you do today, with the freedom to build what your firm needs next. Your stages, your fields, your forms, your way of practicing.
See how it becomes yoursCase files, documents and deadlines, organized around the way you work.
Make the software fit the firm.
Shape the workflow around your people, your process and the information your practice needs to capture.
Your firm. Your features.
Endless customization to fit your firm and the way you want to run it. Tell us a feature you wish you had, and we’ll build it specifically for your firm.
Specter · working alongside your team
Powerful by default.
Personal by design.
Route the inbox. Draft in your firm's voice. Keep deadlines in view. Try the work, then make the workflow yours.
Demo data · sample matters
adjuster@insurer.example
Re: Reyes settlement authority
→ Reyes v. Apex Freightrecords@hospital.example
Medical records request 4417
→ Okafor v. Meridian Healthclerk@courts.example
NYSCEF notification: motion filed
→ In re Vesta Holdingsj.hartley@gmail.com
quick question about my case
→ Unmatched · needs a humancounsel@brightwater.law
Donnelly: executed release enclosed
→ Donnelly EstateReyes v. Apex Freight0
Okafor v. Meridian Health0
In re Vesta Holdings0
Donnelly Estate0
Unmatched tray < 80%0
Anything under 80% confidence waits here rather than being filed on the wrong matter.
Preset example · Specter’s AI service is not connected here · not legal advice
Choose Draft demand to create an editable sample using the matter’s history.
Playback 0.0s
Words 0
Idle
Sample matters · adjustable deadline horizon
Daily statute digest2 matters
A process that belongs to you
Your stages.
Your rules.
Start with a familiar case journey. Then shape the stages, fields and handoffs around the way your firm works.
This personal-injury workflow is a starting point. Your firm’s setup can look completely different.
Example workflow · every stage is configurable
Stage 01 / Example setup
Intake
Start with the questions your firm actually asks. Build intake around your practice, from the first conversation to a complete case file.
Capture the right detailsYour configuration
Intake formCustom fields on intake
Custom fieldsIncident, referral, injuries
TeamAssigned intake owner
HandoffReady for investigation
Stage 02 / Example setup
Investigation
Give evidence, liability details and the people working on them a place in your process. Decide what your team needs before the case moves forward.
Shape the investigationYour configuration
Custom fieldsLiability, coverage, witnesses
DocumentsReports and evidence
TeamInvestigating attorney
HandoffReview complete
Stage 03 / Example setup
Treatment
Keep treatment information in the case file, with fields and checkpoints that match the way your firm follows the client’s recovery.
Follow the case your wayYour configuration
Custom fieldsProviders and treatment status
DocumentsRecords and billing
TeamCase manager
HandoffRecords ready for review
Stage 04 / Example setup
Pre-litigation
Bring records, damages and outstanding work together. Make your firm’s preparation process the starting point for every demand.
Build your preparation checklistYour configuration
Custom fieldsDamages and lien status
DocumentsCompiled records
TeamReviewing attorney
HandoffDemand preparation
Stage 05 / Example setup
Demand
Give Specter the case history and your firm’s voice. Review and edit the draft before moving it into your own approval process.
Draft in your firm’s voiceYour configuration
DraftingSpecter-assisted
ToneYour choice per draft
ReviewYour approval process
HandoffReady for service
Stage 06 / Example setup
Negotiation
Keep offers and follow-up in the same file. Define the information your team needs to assess the next move and keep the conversation moving.
Keep the conversation in contextYour configuration
Custom fieldsOffer and counteroffer
CommunicationDemand-open tracking
TeamNegotiating attorney
HandoffResolution or litigation
Stage 07 / Example setup
Litigation
Court monitoring, coming soon, will follow the way your litigation team works. Keep filings, assignments and the next action connected to the matter.
Connect the litigation teamYour configuration
Court monitoringComing soon
NotificationsLead attorney
Custom fieldsYour discovery checkpoints
HandoffYour next litigation stage
Stage 08 / Example setup
Settlement
Create a settlement stage around your firm’s closing process. Keep terms, releases and lien information together as the matter approaches resolution.
Make closing your ownYour configuration
Custom fieldsTerms and lien status
DocumentsReleases and agreements
TeamSettlement coordinator
HandoffReady for distribution
Stage 09 / Example setup
Disbursement
Bring fees, expenses, liens and the client’s net together in the disbursement calculator. Finish the matter with your firm’s final checks.
Close the loopYour configuration
CalculatorFees, expenses and liens
Client netCalculated from the matter
ReviewYour final checks
HandoffMatter closed
The capabilities never end
The whole practice.
Every possibility.
Every feature has a playground. Try the work yourself, combine what fits, then tell us what your firm needs next.
01
Connected inbox
Communication in the context of every case.
Explore capabilities
- Connect Outlook or forward from Gmail.
- Match email to the right matter, with an unmatched tray for review.
- Draft replies in your firm’s voice.
02
Specter drafting
Your case history. Your team’s voice.
Explore capabilities
- Draft from the matter’s context.
- Watch output stream in real time.
- Review and edit every draft.
03
Deadline watch
Keep approaching statutes in view.
Explore capabilities
- Calculated base limitations periods for case type and state.
- A firm-wide heatmap and deadline digest.
- Auto-calculated from the base limitations period for the case type and state. Tolling, discovery rules, minority, and notice of claim deadlines are not modeled; the attorney confirms the date.
The product playground · try it yourself
Connected inbox
Choose an email, match it to a matter, and review anything that needs a human decision.
Try the controls to explore this sample.
04
Firm dashboard
See every matter, stage and next action.
Explore capabilities
- 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.
05
Court monitoring (coming soon)
Filings and updates, connected to the matter.
Explore capabilities
- Coming soon: a daily sweep of every monitored case across NYSCEF and eCourts.
- A new filing emails the lead attorney, motions flagged for response deadlines.
- Embedded in every case, so there is no extra dashboard to check.
- Monitored on the court index numbers your firm supplies.
06
Phone & text
Keep calls and texts with the case file.
Explore capabilities
- Auto-matches incoming calls and texts to existing cases.
- Inbound texts on your Twilio number land on the case, translated into English when they arrive in another language.
- Specter summarizes voicemails into action items.
- Twilio today, connected with your own account. RingCentral, Zoom Phone, Vonage, GoTo Connect, Nextiva, Intermedia, 8x8, CloudTalk and Ooma on request.
07
Client portal
Share case updates and the documents you choose.
Explore capabilities
- Clients sign in with a one-time code emailed to the address you have on file.
- Live stage, upcoming appointments, treatment and injuries on one page.
- Secure document sharing: your firm chooses file by file what is visible.
- A weekly progress email, so they hear from the case before they call about it.
08
Team & permissions
Give each role the access its work requires.
Explore capabilities
- 5 role types: Admin, Supervising attorney, Attorney, Paralegal, Staff.
- 34 granular permissions mapped across those roles.
- Sensitive actions logged for accountability.
- Comment, mention and assign across cases.
09
Built around your firm
A different setup for every firm.
Explore capabilities
- Custom stages, fields and forms, built to your practice.
- Specter drafts in the tone you choose; your team reviews and edits every draft.
- Bring us your next feature or workflow idea.
10
Security HIPAA in progress
Firm data protected by encryption and isolation.
Explore capabilities
- Encrypted in transit and at rest.
- Multi-factor authentication support.
- Per-firm tenant isolation on every query.
Different for every single firm
One platform.
Your own version.
A solo practice and a litigation team shouldn’t have to work the same way. Try a starting point, add a field and make the workspace yours.
These are example configurations. They show a few of the ways CasexAtlas can adapt to your firm.
Choose an example setup
The preview changes as you edit. Your real workspace can go further, with custom stages, forms, permissions and features built around your practice.
/ your workspace
Your firm
Lean practice · example configuration
Your workflow
- Intake
- Casework
- Settlement
Your case file fields
Case type
Date of loss
Client contact
Your workspace modules
Connected inboxSpecter draftingClient portal
Firm-wide mattersConfigured around you
Software that fits
your firm. Completely.
Bring us your workflow, your wish list and the way you want to practice. We’ll build your CasexAtlas exactly the way you want it.
Build your CasexAtlasPricing is set per firm. Specter is included from the Professional plan up.