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Casey

Case Manager · The Docket

Keeps every case moving: tracks status, chases the next action, updates clients automatically, and escalates anything going stale.

Big-law equivalent: Case management department + docketing clerk

Owns

Every matter moving. Every client informed.

Stale matters (30d+)2/ 0

Client touch cadence100%/ every 14d

Next-action coverage23/23/ 100%

Today

Active matters

Client updates sent

Stale flags

Capabilities

✓Matter timelines with next-action tracking
✓Automatic client status updates on your cadence
✓Escalates stale matters (no movement in N days)
✓Treatment tracking for PI (providers, gaps, MMI)
✓Court date and appearance management

Systems

FilevineOutlookCourt calendars

Works from Firm Knowledge

Client communication standardsMatter playbooksTreatment tracking

✦ LegalAdministrator.ai intelligence

Operational Playbooks & SOPsLaw Firm KPI Benchmarks

Caseydraws on the platform's proprietary law-firm operations intelligence — the same source every staff member uses, so recommendations stay consistent.

Casey

Case Manager

On duty

Casey is standing by. Try one of these, or ask anything:

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