What it holds
An office opens a matter, works it, and closes it. Everything in between lives here.
- Clients and cases
- Intake, case details, outcomes, closing, and the history of every change.
- Calendar
- Scheduled dates, adjournments, daily work lists, and the next date on every open matter.
- Assignment
- Assigning and reassigning matters across the office, with conflict checks.
- Documents
- Storage for video, audio and files, with secure sharing to authorized people outside the office.
- Letters and labels
- Templates that merge case data into correspondence and mailing labels.
- Billing and vouchers
- Submission, review, approval and payment tracking for outside counsel.
- Reporting
- Operational and statutory reporting, built to each office's requirements.
- Notifications
- Email and text message reminders, sent by the office to the people it works with.
Text message reminders
A missed date has consequences. Legal Planner sends a reminder before it happens, on behalf of the office.
When an office opens a client record, staff ask the client for a mobile number and whether they want text messages about their case. If the client agrees, the office records it. Nothing is sent to anyone who has not agreed.
When the office takes the matter
The client is told which office is handling it and how to reach them.
7, 3 and 1 day before the date
The client is reminded of the date, the time and the location.
When something changes
The client is told about an adjournment or a new date as soon as the office records it.
Case-related messages only, never marketing. A client can stop them at any time by replying STOP, and the office sees that they did. See the Privacy Policy.
Hosting and access
- Hosted on Amazon Web Services, in the United States.
- Multi-factor authentication on every account, issued and revoked by the office.
- Each office sees only its own data. Separation is enforced in the database, not in the interface.
- Security addenda signed where a client requires one.