CasePile platform modules
7+
connected practice modules
1
matter-centered workspace
24/7
client intake readiness
100%
permission-aware foundation
Everything connected to the file
CasePile turns daily legal operations into a connected workspace that keeps the matter as the source of truth.
Matters stay at the centerCasePile module
Tasks, contacts, notes, documents, events, billables, and invoices stay tied to the file they belong to.
Client work without guessworkCasePile module
Custom KYC forms, contacts, related matters, documents, invoices, and client status live in one profile.
Documents with firm controlsCasePile module
Upload, scan, organize, and connect files to matters or clients while keeping storage decisions flexible.
From intake to invoice
CasePile is being built around the practical path a firm follows every day: capture the client, run the matter, then bill from clean records.
01
Capture the client
Start with client details, contacts, KYC, and shared forms that match how the firm actually works.
02
Run the matter
Assign team members, schedule events, track tasks, collect notes, and keep the case history clear.
03
Bill cleanly
Turn approved work into invoices with matter context, payment status, and invoice-ready records.
Built for every role in the firm
Users should only see and do what their permissions allow. The product and the marketing message need to say the same thing.
OA
Owners and admins
Permission-aware workspaceSettings, roles, audit trails, forms, picklists, firm presentation, and onboarding controls.
AT
Attorneys and managers
Permission-aware workspaceMatter overviews, team assignments, events, task comments, notes, and matter completion signals.
OP
Operations staff
Permission-aware workspaceClients, contacts, documents, matter updates, and day-to-day file maintenance.
AC
Accountants
Permission-aware workspaceBillable records, invoice preparation, payment status, and financial visibility without touching matter permissions they do not need.
HR
HR teams
Permission-aware workspaceStaff profiles, leave profiles, attendance, holidays, payroll views, and employee access workflows.
CL
Clients
Permission-aware workspaceShareable forms and request flows let clients provide information without seeing firm data.
Launch priorities
Early access is focused on getting the core workflows right before the wider public launch.
Tenant-first access
Every firm receives its own workspace and subdomain flow, so login and data access stay scoped to the tenant.
Custom firm forms
KYC starts seeded, but firms can adjust fields and create additional shareable forms from settings.
Production-minded foundation
The platform is being built around permissions, audit logs, file scanning, backups, and deployment readiness.