Practice law, not paperwork.
Intake, case tracking, documents, and crash reports: handled, so your team spends its hours on clients and cases, not data entry.
Case Management
Track cases from intake to resolution with customizable pipelines, deadline alerts, and automated status updates for your team and clients.
Client Intake
Capture leads from web forms, phone, and referrals. AI scores and routes prospects, auto-fills case details, and triggers follow-up sequences.
Document Processing
Upload police reports, medical records, and correspondence. OCR extracts key data, AI summarizes findings, and everything is indexed for search.
Client Portal
Give clients secure, branded portal access to view case updates, upload documents, sign forms, and communicate with your team. No account required. Client Portal is included on Studio plans and up.
Compliance & Security
Role-based access control, audit logging, DPPA-compliant data handling, and encrypted storage keep sensitive client data protected at every layer.
Crash Intelligence
For PI firms: automated crash report processing, injury severity scoring, liability assessment, and lead routing to the right attorney in your practice. Crash Intelligence is included on the Agency plan.
Your Law Firm brain comes pre-loaded with Paperwork, CRM + Projects + Comms + Intel, Meetings for Business, and Portals, the exact combination law firm teams need.
Why teams choose CreatorRM
First 30 days free. Cancel anytime.