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Integrating Casely transformed how we manage our case files and client relationships. Our team finally has unified intake, centralized case management, and seamless billing in one platform. We’ve optimized every workflow, from client retention to document signing, allowing us to focus on winning cases and growing our practice.
Alex Smith
CEO, PLANETICA
Your questions, answered
Find quick, clear explanations about how our platform works
Casely completely automates client intake, removing the need for manual paperwork. You can seamlessly gather client information, securely collect e-signatures, and instantly open new matters—allowing your team to focus on the case rather than data entry.
Yes. Casely features built-in, audit-ready trust accounting and IOLTA management. We help ensure your firm remains fully compliant, turning what used to be a week-long financial headache into a simple, five-minute task.
Our platform automates comprehensive conflict checks across your entire database the moment a new lead or matter is entered, ensuring rapid compliance and protecting your firm’s integrity without slowing down your intake workflow.
Absolutely. Casely includes integrated time-tracking designed specifically for legal professionals. It ensures every billable minute is captured accurately, whether you bill hourly, use flat fees, or manage contingency-based matters.
Casely is built to trigger programmatic workflows based on specific court dates and case milestones. The system automatically assigns tasks, updates calendars, and sends reminders so your firm never misses a critical deadline.
Yes, Casely is an enterprise-grade platform designed to scale alongside your active caseload. Whether you are managing a solo family law practice or a complex corporate litigation team, our features adapt to your specific workflows.
Security is our top priority. Casely provides secure document portals and enterprise-level encryption to ensure that all matter details, financial records, and client communications remain fully protected and confidential.