Law Firm

Modern case management built for forward-thinking firms

CreatorRM gives law firms a secure, AI-powered platform for client intake, case tracking, document processing, and crash intelligence — designed for the pace of modern legal practice.

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.

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.

Why teams choose CreatorRM

Automated intake-to-case conversion reduces manual data entry by 80%

AI-powered document summarization saves hours of review per case

Client portal eliminates back-and-forth emails for status updates

Crash report OCR extracts parties, injuries, and citations automatically

Lead scoring prioritizes high-value cases for immediate follow-up

Deadline tracking and court date alerts prevent missed filings

DPPA-compliant data access logging for regulatory peace of mind

Secure, encrypted storage that meets legal industry standards

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