Solo and small-firm attorneys lose a meaningful share of potential revenue to missed inquiries, abandoned intake forms, and administrative hours that should be billable. CaseFile closes that gap.
It is Tuesday evening at 11:14pm. A potential client — referred by a colleague — calls your office line after googling "personal injury attorney near me." Your voicemail picks up. They leave a short message and also fill out the contact form on your website.
By Wednesday morning, they have already called two other firms. One of them answered. That firm will get the retainer.
This is not a failing on your part. You are a legal professional, not a call center. But the gap between when leads inquire and when they hear from you is where revenue disappears — quietly, every week.
Meanwhile, the administrative weight keeps growing. Every new matter starts with rebuilding a task list from memory. Every motion begins with a blank page. Every client email requires context-switching between three different systems.
CaseFile is the practice management layer that handles all of it — intake, matter organization, brief drafting, and client communication — so you can spend your hours doing actual legal work.
Leads who call at 9pm and get voicemail convert at a fraction of the rate of leads who get an immediate response. Orbit answers, qualifies, and files the intake while you sleep.
Most web inquiry forms get one follow-up email, then silence. The 7-touch Intake Drip keeps qualified leads engaged over 14 days — guiding them toward a signed retainer without manual effort.
Drafting a motion, building a matter task list, or writing a client status email from scratch costs 2–4 hours per week. That is $300–$600/week at $150/hr billing rates — gone to non-billable overhead.
A missed deadline, an unchecked conflict, or a statute of limitations miscalculation — these are practice-ending events. CaseFile's Matter Milestones tracker and conflict-check workflow give you a structured second look before each matter moves forward.
Email, password, and a payment method. Your 14-day free trial starts immediately — cancel before day 15 and you won't be charged.
CaseFile loads the right matter templates, intake sequences, and brief prompts for your work — PI, family, criminal, estate, or all of the above.
Manual entry or CSV import. Conflict check runs automatically. Matter opens with a full task list in one click.
Forward your after-hours inquiry line to Orbit. New leads go straight to your CaseFile dashboard, structured and qualified.
Open Brief Generator, enter the facts, pick IRAC structure. First draft ready in 60 seconds. Review and edit — then it's yours.
14-day free trial. Solo plan at $49/mo after. Cancel before day 15 and you won't be charged.
Start your free trial →