Legal case management software
Cloud-based case management for every matter, from opening to closure.
Cloud-based legal case management software built around the matter: parties, issues, court dates, filings, documents, and deadlines, reachable from any browser, with an audit trail on every action and AI that reads the file alongside you.
The case file
One record that holds the whole matter.
A case is not a folder. It is a set of parties, a procedural history, a schedule that moves, and a body of documents that must stay consistent. ModulawAI models each of those explicitly, so nothing depends on someone remembering where they filed it.
Parties and roles
Clients, opposing parties, counsel, experts, and witnesses, each linked to the matter with their own contact history.
Deadlines and court dates
Hearings, filing windows, and limitation dates monitored continuously, with reminders that escalate if nothing happens.
Documents and versions
Pleadings, evidence, and correspondence with version history, secure sharing, and a record of who opened what.
Tasks and delegation
Work assigned with priority and due dates, visible to the supervising partner without asking for an update.
In depth
What AI changes about a case file.
Bulk review
Ask one question across two hundred documents.
Tabular review puts the documents down the rows and your questions across the columns, then fills the grid with cited answers. Governing law, termination rights, indemnity caps, notice periods, extracted across an entire disclosure bundle rather than one file at a time. Every cell links back to the passage it came from.
Case watchers
Agents that check the file when nobody is looking.
Background agents run against your matters on a schedule: flagging a deadline nobody has actioned, noticing a contract clause that conflicts with an earlier one, or summarising what moved on a case this week. They raise the issue in the matter, not in a separate inbox. See workflows and agents.
Research in the file
Authority attached to the matter it supports.
When research happens inside the case rather than in a separate database, the authority you relied on stays with the argument it supports, the time is captured against the matter, and the associate who picks the file up in six months can see why you took the position you did.
For attorneys who litigate
Attorney case management software, from complaint to disposition.
Contested matters have a shape: pleadings, motions, discovery, depositions, pretrial, trial. The software should know that shape rather than treating every case as an empty folder. For US attorneys that means dockets and calendared deadlines, discovery bundles reviewed in bulk, pleadings drafted in Word, client trust accounting, and research grounded in US federal and state authority.
Docket and deadlines
Hearing dates, response windows, and statutes of limitation calendared per matter, with escalation when nothing has moved.
Discovery review
Production sets reviewed as a grid: documents down the rows, your questions across the columns, every answer cited to the page.
Drafting and citations
Briefs and motions drafted in Word with citations checked against primary authority as you write. See the add-in.
Client trust accounting
Client funds held separately from operating funds, reconciled in real time, with an exportable trail for bar compliance.
Contingency and hourly
Hourly, flat-fee, and contingency matters tracked side by side, with disbursements charged against the right case.
Client communication
A secure portal where clients see status, documents, and invoices without a phone call. See the portal.
The deadlines that actually bite
Federal practice runs on short, fixed windows.
Most malpractice exposure in litigation is not a bad argument. It is a date. The Federal Rules set the clock, and a docketing system that does not know these windows is a calendar with law firm branding.
| Rule | Window |
|---|---|
| Rule 12(a)(1)(A)(i) | 21 days after service of the summons and complaint to serve a responsive pleading, and 60 days where service was waived. |
| Rule 16(b)(2) | The scheduling order issues within 90 days after any defendant has been served, or 60 days after any defendant has appeared, whichever is earlier. |
| Rule 26(f) | The parties confer at least 21 days before a scheduling conference is held or a scheduling order is due. |
| Rule 26(a)(1)(C) | Initial disclosures within 14 days after the Rule 26(f) conference, unless otherwise stipulated or ordered. |
| Rules 33, 34 and 36 | 30 days to respond to interrogatories, requests for production and requests for admission, counted from service. |
These interlock. The Rule 26(f) conference is pinned to the scheduling conference, initial disclosures are pinned to the Rule 26(f) conference, and the discovery clock starts running from service rather than from when the bundle lands on a partner’s desk. Miss the first date and every date after it moves. Local rules and standing orders vary by district and by judge, so the chambers copy governs over any default.
Discovery at volume
The review is the cost centre.
In a document-heavy matter, the discovery bill is not the motions practice. It is associates reading production sets one file at a time to answer the same handful of questions.
- Ask the set, not the document. Production sets are reviewed as a grid, with documents down the rows and your questions across the columns, so one question is answered across the whole set at once.
- Every cell cites its page. An answer links to the passage it came from, so the privilege call or the responsiveness call is made against the document rather than a summary.
- Dates come off the docket onto the matter. Response windows, hearing dates and limitations periods sit on the file with escalation when nothing moves.
- Briefs are drafted where the citations are. Motions and briefs are written in Word with authority checked against primary law as you write, rather than assembled from a research memo in another window.
The completed grid exports to Excel or a PDF report for the file. And because sanctions for fabricated citations have made the risk concrete, ModulawAI answers from retrieved primary law rather than model memory, and every authority in an answer is linked so it can be opened and read before it reaches a filing.
What this does not do. It does not compute your deadlines for you as a matter of law, and it does not know your judge’s standing order. It does not make privilege determinations. Docketing remains a lawyer’s responsibility, and in a jurisdiction where a missed response window can dispose of a claim, that is how it should stay.
FAQ
Questions, addressed.
What is legal case management software?
Legal case management software organises everything attached to a single legal matter: the parties, the procedural history, court dates and deadlines, documents and evidence, tasks, notes, and the time recorded against it. It is the operational record of how a case was run, and it is what firms rely on when a file changes hands.
What is attorney case management software?
Attorney case management software organises a litigator’s caseload: the docket and calendared deadlines, pleadings and motions, discovery, client communications, time and disbursements, and client trust funds. ModulawAI adds AI research grounded in US primary authority and bulk document review across production sets.
How does it differ from document management?
Document management stores files. Case management stores the matter, of which documents are one part alongside parties, deadlines, tasks, billing, and correspondence. ModulawAI includes document management inside case management rather than as a separate system.
Can it monitor limitation periods and court deadlines?
Yes. Deadlines are tracked against each matter with configurable reminder cadences, and unactioned deadlines escalate to a supervising fee earner rather than expiring quietly.
Does it support litigation and transactional matters?
Yes. Matter types are configurable with their own custom fields and stages, so a litigation file, a corporate transaction, and a conveyance each behave the way that work actually behaves.
Does it handle IOLTA and client trust requirements?
Client funds are held and reported separately from operating funds and reconciled in real time, with an exportable audit trail. Firms remain responsible for their own jurisdiction’s trust accounting rules, and the reporting is built to support that review.
Will it invent case citations?
Answers are generated from retrieved primary law rather than from model memory, and every authority is linked back to its source so it can be opened and verified before it is relied on.
Does it cover state as well as federal law?
Yes. US federal and state authority are both covered, alongside the United Kingdom, Canada, the EU, Nigeria, Ghana, Kenya, and South Africa for attorneys with cross-border matters.
Is it cloud-based, and what does that mean for the case file?
Yes. ModulawAI is cloud-based legal case management software, so the case file is the same file whether it is opened at the office, in court or at home, and two people working on it see the same record. There is nothing to install or patch. Data is encrypted in transit and at rest, held in AWS data centres and backed up continuously, with role-based access so support staff and counsel see what their role allows. A desktop application synchronises for offline work where connectivity is unreliable.
Can we import our existing case files?
Yes. Matters, parties, and documents import from CSV, Excel, and common practice management exports as part of onboarding.
Can solo attorneys use it?
Yes. The same platform serves solo attorneys through to multi-office litigation practices.
Related
Keep reading.
- Legal practice management software: the practitioner’s daily workflow, and running the firm around it.
- Tabular review: bulk document review with cited answers.
- For advocates and litigators.
Open your next matter here.
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