The practice automation system for law firms

A potential client lands on your website at 11pm with a question about their crash, their diagnosis, or their bill. The SimplyConvert chatbot asks the same qualifying questions your intake team would, and if the case fits your criteria, it can send a retainer for e-signature on the spot.

Your team reads the transcript in the morning. The client is already signed.

A signed client becomes a case with real fields, not a folder of notes. Add the case to a list and it picks up the data that matters for that litigation or phase. A talc case tracks diagnosis dates and exposure history, while a case in settlement tracks liens and disbursements.

Cases are not locked into a rigid type. They carry whatever your firm decides they should carry.

Clients, opposing counsel, adjusters, and treating physicians live as people and organizations, not names typed into a notes field. Update a phone number once and every case that person touches sees the change.

Automations watch your cases for changes. When a status flips or a field gets filled in, the workflow you built updates the case, creates tasks, and sends the follow-up. Nobody has to remember, and nothing sits in a pile waiting for Monday.

Some steps need a lawyer or a case manager. Those become tasks with owners and due dates, created by hand or by an automation. Everything that does not need judgment keeps running in the background.

Clients get a CaseHQ link where they complete forms, sign documents, and upload what you asked for. No phone tag, no chasing paper, and no wondering whether the packet went out.

Every change is recorded: who made it, what it was before, and when. When a client calls or a partner asks, the answer is in the case, not in someone's memory.

By the time a case reaches settlement, the data you need is already structured on the record that started as a chat on your website. One case, first contact to resolution, with nothing retyped along the way.