What's live. What's going live.

Agents built to keep on top of client tasks

We build agents to keep on top of client tasks — helping move cases along and allowing for unparalleled support, never legal advice. Attorney decisions always control the next action and the next step.

• Client info gathering — intake and questionnaire follow-through
• Document chase — polite, persistent, one clear step at a time
• Review prep — the file arrives at your team's gate, ready

AI scans and organizes every document

Every upload — paystubs, bank statements, tax returns, IDs — is scanned, identified, and organized against the case checklist automatically. No renaming, no folder digging: the file builds itself as documents come in.

Cases assemble file-ready — and import seamlessly

The system carries each case to file-ready — information complete, documents checked — then imports seamlessly into your drafting software. Best Case users get a clean import with no re-keying.