Practice management for litigation firms
Every matter, deadline, and filing — on the record.
CaseLit is the case-management system built for small litigation firms, with a foreclosure pipeline that runs from complaint to sale. One place for matters, contacts, documents, and dockets — not five tabs and a Word folder.
Built for firms of 2–15 · your data isolated per firm · no per-seat surprises
FCL-2026-0417 · Palm Beach County
Meridian Trust v. Alvarez
Foreclosure pipeline
Complaint filed
Service
Default / answer
Summary judgment
Sale
Serve J. AlvarezApr 28Draft MSJMay 06next deadline · 6 days
Built for the way small litigation firms actually workForeclosureCollectionsReal EstateBusiness Litigation
The status quo
Clio was built for billing. Your matters live somewhere else.
General practice-management tools bill well and track cases thinly. Litigation runs on deadlines, pleadings, and service — the parts that end up in spreadsheets, Word folders, and your paralegal’s memory.
01
Deadlines in three places
A calendar, a legal-pad, and a reminder that never fired. One missed docket is one too many.
02
Word templates & find-replace
Every pleading starts as last month’s pleading, re-typed by hand, saved to a network drive nobody can search.
03
Foreclosure tracked by hand
Which defendants are served? Where is each file in the pipeline? It’s in a spreadsheet, if you’re lucky.
04
Billable time lost to the shuffle
Time captured in a separate app, reconciled Friday afternoon, under-recorded by the hour.
The system of record
One file for the whole matter.
Matters, parties, documents, deadlines, and time — connected, searchable, and isolated to your firm. The horizontal foundation every case sits on.
Matters & contacts
Model your book of business
Auto-numbered matters, people and organizations as contacts, parties with real roles, and an activity timeline for every file.
- Party roles: plaintiff, defendant, lender, trustee
- Notes & timeline on every matter
- Custom fields per practice area
Documents & assembly
Generate a pleading in seconds
Upload a DOCX template once with merge fields; populate it from any matter and file it to the right folder automatically.
- Template variable dictionary
- Matter folders & full-text search
- No more Word find-replace
Deadlines & calendar
Never miss a docket
Tasks with assignees and priority, a day/week/month calendar, deadline reminders, and an ICS feed for the calendar you already use.
- My Tasks & per-matter task lists
- Reminders before every deadline
- Personal morning dashboard
Time & activity
Capture billable time in place
A timer and manual entry live on the matter — with activity codes, per-matter reports, and CSV export to your accounting tool.
- Timer or manual, billable flag
- Weekly timesheet, batch entry
- Export to QuickBooks-ready CSV
Works with your back office
Your bookkeeping, already connected.
Time, costs, and billing flow straight to the accounting tools US firms actually use — no double entry, no exporting spreadsheets by hand. Trust and operating balances stay in sync.
QuickBooksAccounting
XeroAccounting
Bill.comAP / AR
RampSpend & cards
FreshBooksAccounting
LawPayLegal payments
Plus Sage and Wave — and CSV export for everything else.
The foreclosure pack
Purpose-built for foreclosure work.
The reason firms switch. A hardcoded foreclosure pipeline, defendant service tracking, and county-aware data — from the complaint to the sale.
01
Status pipeline & milestones
A fixed foreclosure lifecycle with milestones auto-applied on matter creation.
02
Defendant service tracking
Know exactly who’s served, who’s pending, and who needs alias service — across the whole portfolio.
03
County-aware data
Clerk, sheriff, and publication details suggested the moment you set the county.
04
Foreclosure templates
Starter document set ready to assemble against any matter.
Alvarez, Maria
Def. 1 · personal
Alvarez, Jorge
Def. 2 · personal
Delgado Holdings LLC
Def. 3 · registered agent
Unknown Tenants
Def. 4 · publication
Why CaseLit
The litigation parts, not just the invoice.
Capability
Generic PM
CaseLit
Foreclosure pipeline & milestones
—Add-on / manual
✓Built in
Defendant service tracking
—Spreadsheet
✓Per-defendant, portfolio view
County-aware party data
—None
✓Auto-suggested
Document assembly from matter
~Basic merge
✓Templates + folders
Per-firm data isolation
~Shared tenancy
✓Row-level, enforced in the database
Trust & data
Built like a system of record.
Client matters are privileged. CaseLit treats isolation, access, and durability as features — not afterthoughts.
⌦
Per-firm isolation
Every row is scoped to your firm and enforced at the database with row-level security — not just checked in application code.
◑
Roles that fit a firm
Attorney, paralegal, billing, and read-only roles with per-resource permissions, so people see exactly what their role should.
⟲
Backed up & auditable
Daily backups and an activity log on every matter, so you can answer “who changed what, and when.”
Design-partner program
See CaseLit on your own matters.
We’re onboarding a small number of litigation firms as design partners. Bring a real case; we’ll show you the pipeline, the assembly, and the docket — end to end.