Workflows, documents, USCIS forms, hearings and billing, with AI that works on your own case files.
Write down how your firm handles one type of matter. CaseBright copies it into each new case, with the steps, documents, forms, fees and people already in place.Write down how your firm handles one type of matter. Each new case starts with the steps, documents, forms, fees and people in place.
Design the workflow once: steps, documents, forms, fees, fields and default assignees.
Creating a case copies the whole template in. Due dates are set from the case dates.
Each person works their own steps. Status, documents and payments update as they go.
Close the case with every document, form version and activity kept on the record.
Each step knows what kind of work it is, so the case knows when it is done.
Task, payment, document collection, e-signature, mail, submission, form, interview and hearing.
Documents, government forms, hearings, AI review and billing live on the same record, so nothing gets copied between systems.
Every line shows where its value came from. Fill what is missing, ask the client for the rest, and generate a PDF. Each version is kept.Every line shows where its value came from. Generate a PDF; each version is kept.
Clients upload from the portal. Your team accepts a file or asks for a revision, and bulk intake gets sorted later.Clients upload from the portal; your team accepts or asks for a revision.
Cross-check compares statements and documents with confirmed details and flags what disagrees. A lawyer reviews every finding.Statements and documents compared with confirmed details. A lawyer reviews every finding.
Continuances keep the old date in history. A docket system can post hearings straight in, matched by A-number.Continuances keep history. Docket systems can post hearings in, matched by A-number.
The assistant reads the case’s steps, documents and notes, and only what the person asking is allowed to open.Reads only what the person asking is allowed to open.
Add fees to payment steps, collect them into an invoice, and take payment online in the portal or record it by hand.Fee items become invoices, paid online in the portal or recorded by hand.
Who you are, which department you sit in and which cases you are on decide what you see. The same rules apply to the AI.
Microsoft Entra ID for staff, with or without passwords, set up for your firm.
System and custom roles decide what each person sees and can change.
Departments nest. People see their department’s cases and the ones below it.
Sign-ins, account, role, client and settings changes in one filterable feed.
The assistant reads only the cases and clients the person asking can open.
[PLACEHOLDER: hosting region, encryption, compliance][PLACEHOLDER: compliance]
Turned on per firm from Admin settings.
Two-way sync of contacts and clients
Online invoice payments in the client portal
Read-only file import into cases
Automatic checks on receipt numbers
Docket systems post hearings, matched by A-number
A 30-minute walkthrough with the product team, built around the matters your firm handles.