DEMO PREVIEW  ·  All client names, matter numbers, intake notes, and dashboard data shown here are illustrative sample data. No real client or attorney information is displayed. Some capabilities shown — trust/IOLTA accounting and e-signature — are on our roadmap, not yet live.

Demo · sample data only. The screens below are static illustrations of the interface — the text inside them was written for this page, not produced by a model, and no real court, docket, client or matter appears anywhere on it. For output built live from something you type, use the free browser tools further down. CaseFile is software, not a law firm — every output requires attorney review (ABA Model Rules 1.1, 1.6, 5.3).

✦ Three views. One case.

Your case desk. Your pocket. Their portal.

A desktop workspace for the attorney. The same practice in your pocket. A secure portal for every client. Linked in real time — tap any screen to explore.

casefile.bizbottech.com/dashboard
Practice
⚖ Matters ✎ Brief generator
Workflow
Intake review Calendar
Matters · 23 active
+ New matter
⚖
23
Open matters
⏰
7
Deadlines < 14d
📩
12
Client messages
⏱
42.5h
Billable WTD
Active mattersView all 23 →
Matter
Type
Next deadline
Stage
Martinez v. Sunshine Grocery
Case 2026-CV-00471
Personal injury
Demand letter · May 12
Motions
Estate of R. Holloway
Probate 2026-PR-0188
Probate
Inventory · May 19
Discovery
Chen — Lease dispute
No case # yet
Real estate
Intake call · May 7
Intake
Okafor v. Westline Logistics
Case 2026-CV-00329
Employment
Mediation · May 22
Settling
Patel — Will revision
Engagement 4912
Estate planning
Draft review · May 9
Drafting
Click any matter for full timeline, documents, billing, and client thread.
Brief generator · Martinez v. Sunshine Grocery
Save draft
Document type
Demand letter
Jurisdiction
CA · San Diego County
Cause of action
Premises liability
Tone
Firm · professional
Damages floor
$185,000
⚡ Generate draft (Haiku)
Draft · attorney review required

Re: Martinez v. Sunshine Grocery — Settlement Demand

Illustration of the draft layout · fictional matter

Dear Counsel,

This firm represents John Martinez in connection with injuries sustained on January 14, 2026, at your client's premises located at [address]. Pursuant to [statute] and the duty of care owed to business invitees under [controlling authority], we hereby submit demand for compensatory damages.

I. Statement of Facts. On the date above, Mr. Martinez entered the premises as a paying customer. Surveillance footage (Exhibit A) demonstrates a clear liquid spill in Aisle 7 that remained unremedied for at least 47 minutes prior to the incident. Store policy (Exhibit B) requires hourly aisle inspection…

II. Damages. Special damages total [itemized total] (medical, itemized at Exhibit C). General damages for pain and suffering are stated as [figure and method], to be supplied and verified by the responsible attorney…

Static illustration of the draft layout for a fictional matter — no real citation, docket or figure appears in it, and the bracketed fields are the ones the drafter fills. In the product this panel holds a draft, and ABA Model Rule 1.1 requires attorney verification before it is sent.
New intake · Chen — Lease dispute
Convert to matter
Conflict-check needed: Prospective client lists "Westline Logistics" as opposing party. CaseFile detected an existing matter naming Westline Logistics. Run conflict screen before engagement.
Intake form · submitted Apr 23 · 4:12 PM
Full nameLinnea Chen
Phone(619) 555-0148
Emaill.chen@example.com
Matter typeCommercial lease dispute
Opposing partyWestline Logistics LLC
Date of incidentMar 28, 2026
Statute clock3 yrs · 11 mo remaining
Existing counsel?No
AI summary · attorney review required
Prospective client is the lessee of a 4,200 sq ft commercial unit. Landlord (Westline) issued a 30-day quit notice citing alleged HVAC modifications. Client maintains modifications were pre-approved in writing. Documents uploaded include the original lease (12pp), email thread w/ landlord (Jan–Mar), and HVAC contractor invoice.

Suggested next steps:
• Run conflict check (Westline match)
• Confirm fee arrangement before scheduling consult
• Request additional docs: lease amendments, prior correspondence
AI summaries are drafting aids only. Verify all facts directly with the prospective client.
Calendar · May 2026
+ Add deadline
May 2026
● Court
● Deposition
● Filing
Sun
Mon
Tue
Wed
Thu
Fri
Sat
1
2
3
4
Filing
5
6
7
Chen call
8
9
Patel
10
11
12
Demand
13
14
15
MSJ hearing
16
17
18
19
Inventory
20
21
Okafor depo
22
Mediation
23
24
25
26
27
28
Trial readiness
29
30
31
Upcoming deadlinesManage deadlines →
May 12
Demand letter dueMartinez v. Sunshine Grocery
8 days
May 15
MSJ hearing — Dept 65Okafor v. Westline Logistics
11 days
May 19
Estate inventory filingEstate of R. Holloway
15 days
May 22
Mediation prep briefOkafor v. Westline Logistics
18 days
Matters — every active case, deadline, and client message in one place
Everything you update here
↓
your client sees in their portal — securely, in real time.
⚖ Your practice, in your pocket

The same case desk — on your phone

Between hearings, in the elevator, at 9 PM. Check matters, draft a client letter, summarize a call note, and write a review request — all from the same CaseFile workspace you use at your desk. Tap through.

On the go

  • Every matter at a glanceOpen cases, deadlines under 14 days, and unread client messages — the moment you open the app.
  • Draft from anywhereStatus updates, document requests, and settlement explanations — AI-drafted, then reviewed by you before it sends.
  • Capture notes while freshPaste call notes after a client meeting; get Facts, Issues, and Deadlines structured instantly.
9:41 ●●●● 5G ▮
Tuesday, April 28
CaseFile
SR
23
Active matters
7
Deadlines < 14d
12
Letters drafted
9
Notes summarized
Recent communicationsView all →
Status update
John Martinez
Demand letter finalized — sending May 12
Document request
Linnea Chen
Requested lease amendments + correspondence
‹ Matter pipeline
23 active matters+ New
Martinez v. Sunshine Grocery
Personal injury · Demand May 12
Motions
Estate of R. Holloway
Probate · Inventory May 19
Discovery
Chen — Lease dispute
Real estate · Intake call May 7
Intake
Okafor v. Westline
Employment · Mediation May 22
Settling
Patel — Will revision
Estate planning · Draft May 9
Drafting
Tap a matter for timeline, documents & client thread.
‹ Client communication
Matter
Martinez v. Sunshine Grocery
Message type
Status update
Tone
Warm · plain English
⚡ Generate draft (Haiku)
Draft · attorney review
Hi John,
Quick update on your case. Your medical records are all in and I've finished calculating damages. I'm finalizing the demand letter to the other side this week and expect to send it by May 12. Once they receive it, they'll have 30 days to respond.
Nothing needed from you right now — I'll reach out the moment we hear back.
Static illustration for a fictional client. In the product this is a draft that is reviewed and sent by a person — nothing is sent automatically, and ABA Model Rule 1.1 requires attorney verification.
‹ Case note summarizer
Pasted call note · Martinez · structured by AI
Facts
Client slipped on an unmarked wet floor near the entrance of Sunshine Grocery on Mar 5. Treated at urgent care same day; diagnosed sprained ankle. Missed 2 weeks of work; ongoing pain.
Issues
No wet-floor sign visible at time of fall
Store inspection log not yet produced
Action items
Subpoena surveillance footage (Aisle 7)
Request wage-loss verification from employer
Deadlines
Demand letter — May 12, 2026
AI summaries are drafting aids only. Verify all facts directly with the client.
‹ Review requests
After matter close · Patel — Will revision
★ GoogleCopied
"Thank you for trusting us with your estate planning, Mr. Patel. If you have a moment, a short review helps other families find us."
★ AvvoDraft
"It was a pleasure helping you update your will. Sharing your experience on Avvo would mean a great deal to our practice."
★ MartindaleDraft
"We're grateful for the opportunity to assist you. A brief note on Martindale-Hubbell helps us serve more clients like you."
CaseFile writes the ask and you copy it into your own email or text — it does not contact your clients for you. Edit for your state bar's solicitation rules before sending.
⌂
Home
⚖
Matters
✎
Draft
Notes
★
Reviews
Home — matters, deadlines, and recent client letters at a glance

Close the loop

  • Draft review requests on the spotPersonalized asks for Google, Avvo, and Martindale when a matter closes — you copy and send them yourself, so nothing goes out unreviewed.
  • One workspace, two devicesWhatever you change on your phone shows on your desk — and in your client's portal — in real time.
  • Attorney review, alwaysAI drafts; you approve. Nothing leaves the app without your sign-off — ABA Rules 1.1, 1.6, 5.3.
Start 14-day free trial →
14-day free trial · from $49/mo or $490/yr · Cancel anytime
The same updates your client sees
↓
land in their secure portal — instantly.
📱 Their portal

Your client's view — no more "any update?" calls

Clients log in to a secure portal at casefile.bizbottech.com/c/ — case status, signed documents, attorney messages, billing. Tap through.

What clients see

  • Case status, plain EnglishWhere their matter stands today and what happens next — written for non-lawyers.
  • Encrypted document vaultSigned agreements, filings, court orders — stored encrypted and privileged-by-default, visible only to that client and your firm.
  • Direct thread with youOne channel for everything — replaces scattered email, voicemail, and SMS.
9:41 ●●●● 5G ▮
Tuesday, April 28
Hello, John
JM
Your case
Martinez v. Sunshine Grocery
Personal injury · Filed Mar 14, 2026 · Case # 2026-CV-00471
Current stage: Settlement demand drafted
What's happening now
Your attorney is finalizing the demand letter to opposing counsel. Once sent, the other side has 30 days to respond. No action needed from you right now.
Next milestone
Demand letter sent
Expected: May 12, 2026 · updates land here
‹ Case timeline
Jan 18, 2026
Initial consultation
Met with attorney. Engagement signed.
Feb 02, 2026
Investigation opened
Surveillance footage subpoenaed from store.
Mar 14, 2026
Complaint filed
Filed in San Diego Superior Court.
Apr 22, 2026
Medical records complete
All providers received. Damages tabulated.
Now
Demand letter drafting
Final review. Sending to opposing counsel.
~May 12
Demand sent
30-day response window opens.
~Jun 12
Negotiation / mediation
Or — if rejected — discovery phase.
‹ Secure documents
🔒 ENCRYPTED · PRIVILEGED · 7 FILES
PDF
Engagement letter — signed
Jan 18 · 4 pages · 218 KB
Signed
PDF
Complaint — Martinez v. Sunshine
Mar 14 · 18 pages · 1.4 MB
Filed
PDF
Medical records summary
Apr 22 · 12 pages · 940 KB
Reviewed
PDF
HIPAA release — clinic addendum
Sent Apr 27 · 1 page · 84 KB
Sign
DOC
Demand letter — DRAFT
Updated 2h ago · attorney only
Pending
SR
Sarah Reyes, Esq.
● ONLINE · usually replies in < 4h
Hi John — quick update. Medical records are all in. I'm finalizing the demand letter this week and will send to opposing counsel by May 12.
Yesterday · 4:18 PM
Thanks Sarah. Do I need to do anything before that?
Today · 8:42 AM
Just one thing — I sent a HIPAA release for the urgent care clinic to your portal. Sign when you get a chance, no rush.
9:14 AM
Type a message… →
‹ Billing & trust
Trust account balance (IOLTA)
$2,500.00
Initial retainer · held in trust per CA Rule 1.15
Recent chargesDownload
Apr 22 Medical records review · 2.4h $840
Apr 18 Damages calculation $525
Apr 10 Provider records — fees $182
Mar 14 Filing fee · SDSC $435
Itemized invoice on the 1st of each month. All trust account activity logged per ABA Rule 1.15. Questions? Message your attorney directly.
⌂
Case
Status
Docs
Messages
💳
Billing
Case — where things stand, in plain English

What clients can do

  • E-sign HIPAA & engagement · ROADMAP, NOT LIVESign releases and engagement letters from their phone. Not built yet — today you upload the signed PDF to the vault.
  • See trust-account activity · ROADMAP, NOT LIVEItemized billing and an IOLTA balance per ABA Rule 1.15. Trust accounting is on the roadmap; the billing screen above shows the layout only.
  • Check status without emailing youStage, timeline, documents, and your last message — all in the portal, so the client can look instead of asking.
Start 14-day free trial →
14-day free trial · from $49/mo or $490/yr · Cancel anytime
Built for solo & small firms

One workspace. One price.

Free
$0 /mo
No card required
Solo — monthly
$49 /mo
Everything on this page · 10 brief drafts a month
Solo — annual
$490 /yr
$98 less than twelve monthly payments

Solo is the entry tier; Small Firm ($129/mo) and Firm ($299/mo) lift the brief-draft cap. Seat management, SSO and per-seat billing are not built on ANY tier — including Firm — so paying more does not switch them on.

Everything above is a picture. These four are live.

Paste your own text into any of these and the output rebuilds around it. They run entirely in your browser — no account, no card, nothing uploaded, nothing billed, and no rate limit to hit. Output is a simulated formatting example: it is not legal advice, it names no real court or docket, and it is not a substitute for an attorney's judgement.

Inbound inquiry triage Paste a prospect's message. Get the matter type, every name to conflict-screen, the dates found, and what is still missing. Try it → Deadline extractor Paste a scheduling order. Every date comes back with the sentence it came from and the days remaining. Relative deadlines are flagged, never computed. Try it → Demand letter drafter Enter the facts. Get a structured draft where every fact you did not supply stays a visible bracket instead of an invention. Try it → Matter assistant Ask a question about a matter record. Each line is stamped with the field it came from — and when the record cannot answer, it says so. Try it →

Nothing on those pages is sent, filed, calendared or served. They draft and they surface; a person decides and a person sends.

Professional responsibility notice. CaseFile is software, not a law firm, and does not provide legal advice. The screens above use sample matters and fictional client names for demonstration only. Every AI-assisted draft — demand letters, intake summaries, status messages — must be reviewed and approved by a licensed attorney before being sent or filed. Use of CaseFile does not create an attorney-client relationship between you and BizBot Technology LLC. Attorneys remain solely responsible for compliance with ABA Model Rule 1.1 (competence, including technology competence and verification of AI output), Rule 1.6 (confidentiality of client information processed through any cloud or AI service), and Rule 5.3 (supervision of nonlawyer assistance, including AI tools). Consult your state bar's most recent guidance on generative AI in legal practice before relying on automated drafts.