Handled gives every stakeholder in a co-counsel relationship — handling firms, referring attorneys, funders — a single, standardised view of case data in real time. No more chasing partners for updates. No more conflicting numbers.
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Automated Reporting Standardised reports for every referral relationship — daily, weekly, or monthly. Secure and compliant by default.
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Granular Permissions Control exactly what data each partner sees — down to PII visibility — with a quick toggle.
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Campaign Dashboards Visual performance metrics: total cases, active cases, fallout rates, and geographic distribution.
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Funder Command Centre Real-time, cross-firm visibility for investors to track performance and deploy capital with confidence.
Handled AI gives your firm portfolio-wide intelligence instead of case-by-case searching. Query your entire docket in natural language, let AI extract data directly from documents, and surface patterns across thousands of cases — automatically.
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Quick Ask Ask questions across your entire docket in natural language — no more digging through individual files.
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Smart Fields AI-populated fields that extract data from documents and update automatically when cases change.
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Deep Insights Advanced pattern recognition and analytics across your full portfolio for data-driven decisions.
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Data Hygiene Automatic cleaning, aliasing, and deduplication — "John Smith," "Mr John Smith," and "JS" become one record.
Every handoff, every report, and every shared view is secure by default. From PII controls and time-sensitive sharing links to AI-powered risk prediction, Handled keeps your firm compliant and your clients protected.
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Secure Sharing No PII via insecure channels. Magic links with time-sensitive controls and full audit trails.
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Permission Control Granular sharing permissions that mirror your CMS — control exactly what's shared.
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Fallout Prediction BETA AI-scored risk ratings per claimant to proactively engage at-risk files before they drop out.
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Dual Rep Detection BETA Cross-network identification of duplicate representation to reduce fraud and compliance risk.
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Secure Perimeter Built on AWS & Anthropic. Fully encrypted, compliant, and auditable.
Handled connects directly to your existing case management system and syncs data in real time. No migration, no manual uploads. Your CMS stays your CMS — Handled just makes the data inside it actionable across every partner.
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Native CMS Integrations Built-in connections to the most widely used case management systems in mass tort.
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Real-Time Sync Live data synchronisation between your CMS and Handled — information is always current.
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API Connectivity Connect directly to intake or marketing systems to transfer structured case data automatically.
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Referral Case Management Unified management of all referral attorney relationships and case flow across sources.
Handled connects directly to your intake or marketing systems via API, automatically transferring structured case data into the handling firm's CMS in real time. No more emailing files. No more manual uploads. No more dropped cases.
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Zero Data Re-Entry Eliminate manual input and reduce user error.
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No Lost Cases Every case is tracked, transferred, and accounted for.
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Faster Case Activation Cases move instantly from intake to handling.
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Tighter Feedback Loops Real-time visibility back to referring attorneys and marketing partners.
Handled gives your firm the ability to communicate at scale — automatically. Clients can access up-to-date information on their case at any time, without needing to call, email, or wait for updates.
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Real-Time Client Updates Keep clients informed with live case status and progress.
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Reduced Call Volume Eliminate pressure on call centres and support teams.
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Scalable Communication Serve thousands of clients without scaling your team.
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Improved Client Experience Transparency builds trust and reduces confusion.
