Everything you need to use CaseBright effectively.
Introduction, admin configuration, organization settings, and roles.
Build and manage workflows, contract templates, document templates, and client forms.
Capture and convert leads, manage client profiles, and control portal access.
Open and manage cases, work through steps, track documents, fees, and assignments.
Create invoices, record payments, log billable time, and manage internal tickets.
Monitor firm activity, manage contacts, search records, and configure your profile.
Guide clients through the portal — cases, forms, documents, e-signatures, and payments.