Product · built for the solo practitioner

You never start from a blank page. You always press send.

CaseFile writes the first draft of the letter, the demand, the intake questions, the brief and the case-note summary. Then it stops and hands it to you. There is no send button anywhere in the product — nothing leaves your firm until you copy it into your own email and click send yourself.

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Core tools

What each tool actually does.

Written for the practitioner who is the lawyer, the paralegal and the receptionist before noon. Each entry below says what you type in, what comes back, and where you take over.

The status update you keep putting off
Type the case type, the client's name and two lines about where things stand. Back comes a full letter: what happened, what it means for them, what happens next, what they need to do. An attorney-review notice is attached to the bottom of the text so it travels with anything you copy. CaseFile does not email your client. You paste it into your own mail and send it.
A stranger's email, sorted before you open the file
Paste the message a prospective client sent you. Back comes a neutral summary, the likely matter type and jurisdiction, every name mentioned so you can run them past your conflict list, the facts they stated, what is still missing, and a call: qualified, needs review, or decline. Anything the model is not confident about is forced to needs review — it cannot mark a thin matter as qualified. It never replies to the sender and never implies you have taken the case.
Demand letter, first draft
Describe the incident and the claim. Back comes a subject line and a body you can edit. The draft ends with a line stating in writing that it is an AI draft, that every figure and citation and the limitations period must be verified, and that sending it is the supervising attorney's decision. There is no path in the code that transmits it.
Intake questionnaire, for the matter in front of you
Name a practice area and a state. Back come 12–16 intake questions written for that matter type — contact details, the factual questions, prior history, damages — in language a non-lawyer can answer. You paste them into whatever form or packet you already use. CaseFile writes the questions; it does not host the form or collect the answers.
The mess you typed during the call, made filable
Paste raw call or meeting notes. Back comes Facts, Issues, Action Items and Deadlines as separate sections. A second mode pulls out only the dates it can find and tells you, in the response itself, to verify every one of them — including the statute of limitations — against the rules yourself before relying on them.
IRAC memo instead of a cold start
Jurisdiction, case type, key facts, the precedents you already have. Back comes an IRAC-structured memo to edit. The "not legal advice — attorney review required" paragraph is appended to every one and cannot be switched off. What gets written to our log is that a draft happened: matter id, case type, jurisdiction, token count, model, timestamp. The facts you typed are deliberately never logged.
A name check before you open the matter
Type the prospective client's or the opposing party's name. It scans your own matters — client names and matter labels — and shows the hits. No AI, no per-use cost, and it only ever reads your own account's rows. It is a first screen that catches the obvious collision, not a Rule 1.7 / 1.9 review.
The document pile, renamed and read
Drop files, or point it at a whole folder. Documents are renamed to YYYY-MM-DD_DocType_Party_v# and stored against the matter. Run the analysis and you get issues, details missing from the file, deadlines it found, and a lifecycle checklist. It also suggests case law — that is AI-suggested and must be verified in Westlaw, Lexis or Bloomberg before it goes anywhere near a filing.
"Where is this matter?" answered from the file, not from memory
Ask a question about one matter and the answer is grounded only in what that matter holds — the matter record, its trust ledger entries, its document list, recent portal messages. It is instructed not to invent a fact that is not in the file, and it refuses to answer about a matter that is not yours.
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The review ask, with their name and the matter in it
After a matter closes, get a Google, Avvo or Martindale message addressed to the client by first name, referencing the matter type but no confidential detail, with a [Your Review Link] placeholder to drop your link into. No outcome and no settlement figure is ever written into it. You paste it and send it.
A place to send the client who keeps calling
Your client gets their own login with their documents, their matter timeline, their trust-ledger entries and a message thread back to you. You send the invite; they set their own password. Trust entries you log on your side are the same entries they see on theirs.
Every matter and its stage on one screen
Matters carry a stage and a status you set, with pre-built workflows for Personal Injury, Family Law, Criminal Defense, Estate Planning & Probate, Business Formation, Landlord-Tenant, Immigration and General Civil. It is a tracker you keep current, not a system that watches your court dockets.
Straight answer

What CaseFile does not do.

Some of this used to be described on this page as though it worked. It does not. Here is the current state, so you can decide against the real product.

ABA compliance built in

Rule-aware from day one.

Rule 1.1 — Competence
Every AI output is labelled a draft requiring attorney review, and the label is appended to the text itself so it survives a copy-paste. CaseFile never files, sends or publishes on your behalf — not as a policy, but because no code path in the product transmits anything to a client, an insurer or a court.
Rule 1.6 — Confidentiality
Here is exactly what we keep. Documents you upload are stored against your matter. Brief drafting logs the matter id, case type, jurisdiction, token count and time — never the facts you typed. Client-letter drafting keeps the first 200 characters of the draft so the entry is findable. Your data is not used to train AI models. There is no signed data processing agreement on offer today. Security overview →
Rule 5.3 — Supervision
Each AI draft writes a log row: which matter, which model, how many tokens, when. The prompt and the underlying facts are deliberately excluded from that row — which is the right trade under Rule 1.6, and it means there is no facts-level audit export to give you. You remain supervising attorney of record for every word.
Disclaimer: CaseFile is practice management software, not a law firm. AI-generated content does not constitute legal advice and does not create an attorney-client relationship. All AI output requires attorney review before use. CaseFile is not a substitute for professional legal judgment.
Pain relief

What changes in your week.

The motion is a blank document and it is 9pm
You start from an IRAC draft with your facts and your jurisdiction already in it, and spend the evening editing instead of composing.
Four client "just checking in" emails you have not answered
Two lines of context each, four letters drafted, you edit and send all four in one sitting.
A stranger's three-paragraph email you keep re-reading
Summary, matter type, the names to conflict-check, what is missing, and a qualified / needs-review / decline call — before you decide whether it is worth a call back.
Matter status lives in your head, which is dangerous
Every matter carries a stage you can see, and you can ask one matter a plain-English question and get an answer built only from its own file.
A new client might be a conflict and you find out late
Ten seconds and a name, before you open the record — the obvious collision gets caught at the door.
Two hundred documents named "scan_0043.pdf"
Point it at the folder. They come back as YYYY-MM-DD_DocType_Party_v#, attached to the matter, with a list of what is missing from the file.
Getting started

Your first week, step by step.

There is one human in this loop and it is Steve, who runs BizBot. He does onboarding himself — you are not going to be routed to a queue, because there is no queue.

  1. Day 1 — start free, no card. Create the free account from the free page with an email address. You get a client list of up to 25 records. The AI drafting tools are not included on the free tier — that is the honest boundary, and it is enforced in the code rather than in the copy.
  2. Day 1 — run the demo on a real matter. Open the live demo and put an actual client letter through it, with the names changed. The demo answers without an account so you can judge the output before you give us anything.
  3. Day 2 — pick a tier and start the trial. Solo at $49/mo is the entry point; Small Firm at $129 lifts the cap on brief drafts. Checkout takes a card and opens a 14-day trial, so nothing is charged before day 15. The pricing page spells out what each tier does and does not include. Want to ask first? hello@bizbottech.com reaches the person who wrote the software.
  4. Day 2 — first matter, first conflict screen. Create one matter, drop its documents in, and run a name through the conflict screen so you can see what it does and does not catch on your own data.
  5. Days 3–5 — draft against live work. One status letter, one set of intake questions, one note summary from a real call. Judge it on whether the draft saved you the opening 80% or cost you an argument with the text.
  6. Day 5 — tell Steve what was wrong. With zero customers, your correction is the entire product roadmap. That is the trade: you get a direct line to the person who writes the software, we get the only real feedback that exists.

See the output before you decide.

The demo needs no account. The free plan needs no card. Paid starts at $49/mo with a 14-day trial before the first charge.

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See all four plans — $0, $49, $129, $299 →