CasePile platform modules
Matters
Keep tasks, events, notes, documents, billables, and invoices connected to the file they belong to.
Clients
Store client profiles, KYC details, contacts, documents, invoices, and internal notes in one place.
Documents
Upload, scan, organize, secure, and download client and matter files with permission-aware access.
Billing
Record billables, approve invoiceable work, create invoices, send invoices, and keep billing history clear.
A modern workspace for the whole firm
CasePile helps a modern legal practice replace scattered spreadsheets, folders, calendars, inboxes, and paper notes with one connected workspace built for daily firm operations.
Every file has one clear homeMatter management
Matter details, clients, responsible attorneys, assigned teams, tasks, events, documents, notes, billables, and invoices stay organized around the file.
Client information stays completeClient management
Manage client identity, contact details, addresses, KYC information, related contacts, linked matters, documents, invoices, and internal notes.
Documents stay controlledDocument control
Upload, scan, organize, and securely download documents connected to clients or matters while keeping access scoped to the right users.
Keep every matter moving from intake to invoice
CasePile follows the actual path of legal work: capture the client, open the matter, assign the work, manage the documents, track the deadlines, and bill from clean records.
01
Capture the right information early
Start with structured client profiles, KYC details, contacts, addresses, notes, and documents so the firm is not rebuilding the file later.
02
Manage the work as it happens
Assign team members, create tasks, schedule events, track deadlines, add notes, and keep matter activity visible to the people responsible.
03
Bill with less cleanup
Turn approved billable records into invoices with matter context, invoice validation, payment status, sending workflow, and client billing history.
Built for the roles inside a real firm
CasePile helps each person focus on their work while permissions protect the records, actions, and information they should not access.
OA
Owners and admins
Firm visibility and controlSee firm activity, workload, open tasks, outstanding invoices, calendar movement, staff signals, settings, roles, picklists, and audit trails.
AT
Attorneys and managers
Matter oversightTrack matter status, responsible attorneys, assigned teams, task progress, events, notes, documents, deadlines, and completion signals.
OP
Operations staff
Day-to-day file supportMaintain client records, contacts, documents, matter updates, calendar entries, and the administrative details that keep work moving.
AC
Accounts and billing
Cleaner billing workflowManage billable records, billing statuses, outstanding invoiceable items, invoice creation, invoice validation, sending, and invoice history.
HR
Staff administration
People operationsManage employee records, system access, departments, designations, attendance, clock-in and clock-out, leave profiles, allotments, and requests.
CL
Clients and contacts
Structured information flowKeep related people, organizations, request flows, and shared form information organized without exposing internal firm data.
Why CasePile works
CasePile is not just a case list. It is a modern legal practice workspace built around the records, deadlines, documents, people, and billing activity that firms manage every day.
The matter becomes the source of truth
Clients, contacts, tasks, calendar events, documents, notes, billables, and invoices connect back to the file, giving the firm one reliable view of the work.
The right people get the right access
Permission-aware workflows help protect client, matter, document, billing, and staff information while still allowing teams to work from the same system.
Owners get better operational visibility
Dashboards, workload signals, calendar activity, outstanding invoices, attendance, leave, and staff records help managers see where work stands before problems pile up.