Your data is everywhere. Your answers are nowhere.
Cases in one CMS. Referral details in another. Key plaintiff information buried in notes, call recordings, or files. Reports assembled manually by staff who could be doing higher-value work.
When co-counsel asks for an update, it’s a scramble — and the answer is different depending on who you ask and when.
To keep up, most handling firms throw bodies at the problem:
- Compile status reports manually across multiple systems
- Chase down missing plaintiff data buried in notes and call recordings
- Field constant update requests from co-counsel and funders
It’s time-consuming, expensive, and never fully accurate — and meanwhile, cases quietly deteriorate before anyone flags them.
One view. Every case. Every referral source.
Handled connects to your CMS & syncs your data in real time. AI cleans it, scores it & surfaces what matters. You control what’s shared with co-counsel through permission-specific portals.
Unified Docket View
All cases, all referral sources, one screen.
Co-Counsel Reporting
Automated reporting to every referral partner on your schedule.
Manage Counsel Relationships
A single view of every co-counsel relationship, standardized across firms.
Data Hygiene
AI-cleaned data. No duplicates, no aliases, no errors.
Quick Ask AI
Ask anything about any case in plain language.
Fallout Prediction BETA
AI-scored risk rating per claimant. Act before they drop.
Spend less time reporting. More time litigating.
Eliminate the back-and-forth with co-counsel. Automate the updates that used to take your team hours to compile manually.
Catch at-risk cases before they fall out. Stop drowning in data management — and start running your docket like the high-volume operation it is.
