01 · CASE FILE CHAT
Ask the file. Get the page.
Ask questions of a case’s documents and get answers with a citation to the exact page behind every statement. Click a citation and the file opens at that page.
NEW Gmail Add-on, Zoom, Bots, AI phone intake & more
Everything. Actually everything.
Documents that open straight into Microsoft Word. An AI that drafts in Word with a citation behind every sentence. Payments that route themselves between operating and trust. One platform for everything your firm runs on.
50+ REPORTS 70+ PRACTICE AREAS IOLTA COMPLIANT CITED EVERY SENTENCE
Family Law Personal Injury Estate Planning Criminal Defense Immigration Business Law Real Estate Bankruptcy Employment Law Civil Litigation Intellectual Property No-Fault Elder Law Municipal Law
New · AI Drafting & Case Files
Drafts that cite their sources. Every sentence.
An AI writer that streams into Word in your firm’s voice, grounded in the case record and the files you attach. Every sentence it draws from a document gets a numbered badge. Click the badge and the file opens at that page.
01 Streams straight into Word At the cursor, or rewriting the text you selected. Formatting is applied as it lands, so the text is ready to keep, not paste.
02 Click a badge, open the page The citation list travels inside the .docx. Badges can be hidden so they never print, and one click removes them all.
03 Fact check. Cite check. Unsupported sentences are highlighted in place. Every case cited is looked up on CourtListener; only the citation is sent, never the document.
04 Your house style, learned Pick the firm’s document type and its style, learned from your own samples, plus standing instructions load automatically.
AI · Inside every case
The AI works the whole file
Case File Chat, Discovery Sets, Extractions, Medical Chronologies, Discovery Responses, Fact Check. Every answer carries a citation to the page it came from, and every run is logged.
02 · DISCOVERY SETS
Index the whole folder.
Index a case folder once and the AI searches hundreds of documents for what a question or a draft needs, instead of reading one file at a time.
03 · MEDICAL CHRONOLOGY
Every visit, dated and cited.
A dated timeline of treatment across a set of medical records, merged into one chronology with a citation behind every entry. Gaps and missing records are flagged.
04 · EXTRACTIONS
One question. Every document. One table.
Ask one question of every document in a set and get the answers as a table, one row per document, each with cited quotes. Export to Excel.
05 · DOCUMENT TYPES
Your house style, every time.
Each document type carries the firm’s house style, learned from its own samples, plus standing instructions. Nine starter types are one click away.
06 · DISCOVERY RESPONSES
Served demand in, response out.
Reads a served demand, splits it into numbered requests, answers each from the case file with the firm’s own objections, and assembles the response in Word after you review it.
07 · FACT CHECK · CITE CHECK
Nothing unsupported leaves the draft.
Every sentence is checked against the files and the case record. Every case cited is looked up on CourtListener. Problems are highlighted in place.
Documents · Microsoft 365
Every document, one click from Word
A complete file system for every case and contact, with the deepest Microsoft Word integration in legal. Open any file into Word desktop, edit, and it saves right back.
- Open-in-Word from any case or contact file
- Chunked background uploads with live progress
- Per-file permissions, share links & client upload links
- Built-in PDF viewer, rich-text editor and folder ZIP downloads
Template Builder · Word Add-In
The easiest template builder, inside Word
Stop fighting web-based document editors. Our Word Add-In turns Word itself into your template studio: click a field in the task pane and a live merge field drops at your cursor. Save as a template and every future draft fills itself with real case data.
- Click-to-insert case, contact & date merge fields
- Signature fields as locked Word content controls
- Templates bind to case types automatically
- Saved documents auto-launch the Add-In for your whole team
Payments · Operating & Trust
Payments that know exactly where to go
Legal payments aren’t normal payments. Ours route automatically between your operating account and IOLTA trust, keep a running ledger per case, and let clients pay a secure link by card or ACH. No login, no friction, no compliance headaches.
- Automatic operating / trust separation on every payment
- Per-case trust ledgers with payouts & running balances
- Card 2.95% + $1.00 · ACH 1.0% + $1.00 capped at $30
- Trust ledger & compliance reports, refunds and voids built in
Release Radar · October 2026
Just shipped
The platform compounds every quarter. The October release below went live in every account, on every plan, on top of September’s AI drafting release and this summer’s Confido Legal payments, QuickBooks, Google Workspace and SMS.
01 Gmail
Gmail Add-on
Save an email and its attachments to a case or contact without leaving Gmail, add a case note in the same step, and draft replies with case details inserted for you.
02 Zoom
Zoom integration
Connect your own Zoom. A meeting is created on any case event or booked appointment, and the join link rides on the calendar invitation.
03 Bots
Bots: 240 triggers, 380+ actions
Build a bot in the browser that listens for what happens in the office and acts on it, or run one by hand from a case, contact, file or text.
04 Scheduling
Scheduling pages
A booking link for every member. Clients pick an open time, and the appointment lands on the calendar with a Meet, Teams or Zoom link.
05 Intake
AI phone intake & the intake queue
A number answered by AI, a web form for your site, and one queue where every lead is scored with its reasoning, staff are alerted live, and the retainer is e-signed.
06 Languages
Translation in 90+ languages
Texts and emails from clients arrive with an English translation beside the original, and replies go out in the client’s language.
07 Forms
PDF forms & packets
Map any court or agency PDF to case fields and fill it from the case, including USCIS forms read straight off the upload. Bind files into one packet from a checklist.
08 Voice
Voice to text
One microphone for the whole app. Click into case notes or any text field and speak; the words land at the cursor as you talk.
The Complete Platform
All of it, in every plan.
Fifty-three capabilities, one login. This is the full feature set of LawOffice.AI: no add-on modules, no “contact sales to unlock.”
01 Documents & Microsoft
Document storage FLAGSHIP
A complete file system for every case, contact and your whole firm: folders, permissions, share links and zip downloads.
LEARN MORE →Microsoft Word integration FLAGSHIP
Open any document straight into Word desktop, edit it, and save it right back to the case. No downloads, no copies.
LEARN MORE →Template builder FLAGSHIP
The easiest template builder in legal: build merge-field templates inside Word itself with our Add-In. Click a field, it lands in your document.
LEARN MORE →Outlook Add-In
File emails and attachments to the right case without leaving your inbox. Case numbers in the subject are detected automatically.
- Save full email threads & attachments to cases
- Automatic case detection from subject lines
Gmail Add-on NEW
Save emails and attachments to a case or contact without leaving Gmail. The same workflow as the Outlook Add-In, now in Google Workspace.
- File an email and its attachments to a case or contact in one step
- Search cases and contacts inside Gmail
Court & agency PDF forms NEW
Map a fillable court or agency PDF to case fields once, then fill it from any case. Upload a USCIS form and its fields are read straight off the scan.
- Visual mapper: PDF fields to case, contact and custom fields
- Upload any USCIS form; agency, form and edition detected
Packet assembly & checklists NEW
Pick the files, set the order, and bind them into one PDF in the browser. Save the packet, rebuild it when a file changes, or start from an admin checklist.
- Build Packet from any selection of case files
- Saved packets: Rebuild replaces the same PDF
02 AI Drafting & Case Files
AI Writer in Word FLAGSHIP
Type what you need and the draft streams straight into the document at the cursor, or rewrites the text you selected, in the firm’s voice and grounded in the case record and the files you attach. Formatting is applied as it lands, so the text is ready to keep, not paste.
LEARN MORE →Source citations you can click
Every passage drawn from a document gets a small numbered badge at the end of the sentence. Click a badge and the source file opens at that page.
LEARN MORE →Case File Chat
Ask questions of a case’s documents and get answers with a citation to the exact page behind every statement. Click a citation and the file opens at that page.
LEARN MORE →Discovery Sets & Extractions
Index a whole case folder so the AI can search hundreds of documents for what a question or a draft needs, instead of reading one file at a time. Then ask one question of every document in the set and get the answers as a table.
- Index a whole case folder, search hundreds of documents at once
- Point a question or a draft at the set instead of one file
Document Types & house style
Every firm-defined document type carries the firm’s house style, learned from its own samples, plus standing instructions, so a deposition summary or demand letter comes out the way the firm writes it every time.
- House style learned from the firm’s own samples
- Standing instructions on every type
Long documents with section plans
A document type can define its sections. The AI plans an outline for the specific case, drafts each section in sequence with the earlier ones in context, and streams the whole thing into Word with proper headings.
- An outline proposed for this specific case
- Check the sections you want, skip the rest
Medical Chronology
Builds a dated timeline of treatment across a set of medical records, merged into one chronology with a citation to the page behind every entry, with gaps in treatment and missing records flagged.
- One chronology merged across every record in the set
- A citation to the page behind every entry
Discovery Responses & Objections Library
Reads a served demand, splits it into its numbered requests, answers each one from the case file with the firm’s own objections, and assembles the response in Word. Every answer is reviewed and edited in a table before anything is inserted.
- Splits a served demand into its numbered requests
- Answers each request from the case file
Fact Check & Case Citation Check
Checks the selection or the whole draft against the attached files and the case record, and looks up every case cited in the draft on CourtListener, a public database of court opinions. Problems are highlighted in place.
- Unsupported sentences highlighted in place
- Rewrite to the sources, or add a badge where the sources agree
Case & files in the task pane
Pick the case and attach files from the case folder, or point the AI at an indexed discovery set. Choose the firm’s document type and its house style and standing instructions load automatically, saved in the .docx so a reopened document knows what it is.
- Pick the case and attach files from the case folder
- Point the AI at an indexed discovery set
AI Email Replies
Draft a reply to a case email from inside the case, in the firm’s voice, with the relevant files as context, without leaving the compose window.
- Drafted from inside the case
- In the firm’s voice
AI Activity Report & Security Statement
A per-office log of every AI run, and a plain-language statement of how the AI handles a firm’s documents: no training on firm data, zero retention at the model provider, prepared copies kept only in the firm’s own storage, and an audit trail for every run.
LEARN MORE →03 Integrations & Connectivity
QuickBooks integration
Your billing and your books, finally in agreement. LawOffice.AI connects directly to QuickBooks, so financial data reaches your accountant without a single re-keyed entry.
- Connect QuickBooks from the admin panel
- Billing data flows straight into your books
Google Workspace
Work from your own Google account. Send case files through your Gmail, land appearance dates on Google Calendar, and generate a Google Meet link the moment you schedule.
- Send files & emails from your own Gmail
- Case events straight to Google Calendar
Microsoft 365 sync
Outlook, all the way in. Send from your own account, keep your Outlook calendar in lockstep with the firm, and save any received email to a case note without leaving your inbox.
- Send files & emails from your own Outlook
- Two-way Outlook calendar sync
Zoom integration NEW
Each member connects their own Zoom. Meetings are created on case events and on booked appointments, and the join link rides on the calendar invitation.
LEARN MORE →SMS & text messaging
Meet clients where they actually answer. Text conversations live inside cases and contacts, and appearance reminders go out by SMS, automatically.
- Text clients right from cases & contacts
- Automatic case-event reminder texts
Translation in 90+ languages NEW
Text and email clients in their own language. Inbound messages arrive with an English translation beside the original; replies go out in the client’s language.
- SMS and case email translated both ways
- Over 90 languages
04 Payments & Accounting
Online payments FLAGSHIP
Let clients pay invoices online by card or ACH, powered by Confido Legal, our payments partner with rails built exclusively for law firms.
LEARN MORE →Operating & Trust accounts FLAGSHIP
Route every payment to the correct account, operating or IOLTA trust, on Confido Legal rails with per-case ledgers that keep you compliant.
LEARN MORE →Invoicing & billing
Build invoices from your service catalog, run batch billing, and present time exactly the way your clients expect to read it.
- Fixed & variable rates, per-attorney pricing
- Batch generation with approve / deny & write-offs
Timekeeper
Run multiple timers at once from the case details page, then set Timekeeper Mode to Time Tracking or Billing. Every hour lands exactly where it should.
- Multiple concurrent timers per case
- Timers follow you across devices and pause when you close the last tab
Member compensation NEW
Set a cost rate per member. Every invoice line carries who did the work and what it cost, so you can see what each member is owed and pay it out.
- Cost rates per member, snapshotted on each invoice line
- Owed balances and pay-once payouts, with reversals
05 Practice Management
Case management
Every matter in one place: files, forms, email, invoices, payments, court dates, phases and history.
- Configurable case types drive forms & templates
- Case phases for staged workflows
Contact management
Rich contact profiles with their own files, forms and email threads, reusable as parties across cases.
- Contact types, companies & linked contacts
- Per-contact document stores
Calendar & case events
Firm calendars with day-to-year views and case events of every kind: court dates, depositions, consultations and your own. Synced to Google and Outlook, with a Meet, Teams or Zoom link built in.
- Case event kinds you define per office
- Case events push to Google & Outlook Calendar
Scheduling pages NEW
A booking link for every member. Clients pick a time that is open on the member’s calendar, and the appointment lands there with a Google Meet, Teams or Zoom link.
- Public booking page per member, conflict-checked against case events
- Google Meet, Teams or Zoom created automatically
Document review NEW
Send case files for attorney review on a review date. Approvals pin to the file version, so a later edit shows as not yet reviewed.
- Pick case files to attach to a review date
- Approve or send back, per file
Intake & forms
A visual form builder tied to your case types. Clients complete intake from the portal; AI can prefill the rest.
- Drag-and-drop builder, 10+ field types
- Forms bound to case types
AI intake queue NEW
Every lead lands in one queue, from the public web form, the AI phone agent or manual entry. AI scores each intake with its reasoning, staff are alerted live, and the retainer can be e-signed before anyone picks up the phone.
- Public intake form link for your website
- AI score with reasoning on every intake
USCIS case status NEW
Record a receipt number on the case and LawOffice.AI checks USCIS for you every day. A status change becomes a case note and an email to whoever is watching.
- Receipts tracked per case on immigration case types
- Daily automatic status checks
Dashboard & command palette NEW
Land on what matters: today’s agenda, your numbers and a live feed of what the office is doing. Cmd+K jumps to any case, contact or action.
- KPI tiles, scoped to your own work
- Today’s agenda across case events and review dates
06 Clients & Collaboration
E-signature
Place signature fields in your Word templates, send for signature, and track every signing event.
- Signature fields as locked Word content controls
- Draw or type signatures with consent capture
Client portal
A secure portal where clients view shared files, upload documents, complete forms, sign and pay.
- Email-verified client sign-in
- Shared folders & file downloads
Email & messaging
Send email directly from the case details page, using your own Gmail or Outlook address, with templates, signatures and your firm’s branding on every message.
- Compose & send from the case details page
- E: and A: shortcuts send & file email from case notes
Firm-to-firm Exchange
Refer and co-counsel cases with other firms. Share matters across offices with full control.
- Invite firms by office or email
- Share cases across firms securely
07 AI & Automation
AI case assistant
A streaming AI assistant with per-case context: ask about any matter, upload files into the chat, get instant case summaries.
- Chat history: your own assistant chats, and office-wide chats on each case
- AI-generated case summaries
Realtime voice assistant
Talk to your practice. A WebRTC voice assistant handles setup, answers questions and works hands-free.
- Live speech in, speech out
- Voice-guided firm onboarding
AI phone intake NEW
A phone number answered by AI, around the clock or after hours. It asks your intake questions and files the answers into the intake queue.
- Your own number, with your firm’s caller ID
- Questions come from your intake form template
Voice to text NEW
One microphone for the whole app. Turn it on, click into case notes or any text field, and speak. Words land at the cursor as you talk.
- Case notes and every text area
- Live transcription, not record-then-wait
Bots
Build a bot in the browser: pick from 240 events the office can listen for, then chain any of 380+ actions. Bots run on their own, or from a button on a case, contact, file or text.
- 240 triggers: case, contact, file, SMS, email, calendar and billing events
- 380+ actions, from creating events to sending email from a member’s mailbox
50+ reports & analytics
From A/R aging to attorney utilization to trust ledgers, a greatly expanded reporting engine covers every number your firm runs on, exportable to Excel or PDF.
- A/R aging, revenue & payment analytics
- Trust ledger & compliance reports
08 Security & Administration
Roles & security
Attorney, paralegal and staff roles, passkeys and two-factor sign-in, sign-in auditing and automatic inactivity timeouts.
- Role-based access control
- Passkey sign-in: Face ID, Touch ID, Windows Hello
HIPAA compliance
Built-in HIPAA workflows including Business Associate Agreement handling for health-adjacent practices.
- BAA management in-app
- Compliance-ready data handling
Firm setup & branding
A guided onboarding wizard, 70+ practice areas, document defaults and your own brand colors across the client experience.
- Guided (even voice-guided) setup
- 70+ practice areas supported
Training & tutorials
In-app video tutorials for every workflow, so new hires ramp in days rather than months.
- Streaming HD tutorial library
- Per-feature walkthroughs
0+ built-in reports
0+ practice areas supported
0% less time on admin work
0/7 AI assistant availability
Getting Started
Live in an afternoon
01
Connect Microsoft
Install the Word and Outlook Add-Ins in minutes. Your documents open in the tools your team already lives in. Nothing to relearn.
02
Import your practice
Pick from 70+ practice areas and let the guided (even voice-guided) setup build your case types, forms and templates around how you work.
03
Run everything in one place
Draft from templates, collect signatures, invoice, and route payments to operating or trust, with 50+ reports watching the numbers.
From the Profession
Firms love it here
LawOffice.AI has single-handedly granted us the peace of mind to fully focus on our clients and the law, without worry of ever missing a diary date, deadline, or appearance - a true pioneer in the world of case management software.
LawOffice.AI is able to provide a case summary all in one clean view for easy access. Best case management software out there!
The case notes notification feature allows for coherent collaboration within the file.
Seamless integration, easy onboarding, and powerful features make this the best legal case management software we’ve used!
The diary date system keeps the cases moving forward and helps the practitioner stay on task.
LawOffice.AI is incredibly user-friendly with a clean interface making it easy to navigate and use efficiently!
LawOffice.AI is a great platform. The program has completely streamlined our case management, deadlines, tasks, and collaboration have never been easier. In addition, the automated Review Dates and AI-powered case summaries save us hours every week, keeping our firm organized and efficient. It is incredibly user friendly and has been a game-changer for our law firm. It is the best legal case management software we have used and I recommend it for law firms of any size.
LawOffice.AI is an integral part of our practice allowing us to manage a high volume caseload seamlessly from workflow, to appearances, to billing and reporting. This platform is a game changer.
Questions
Asked & answered
Everything else, our team will happily walk you through on a demo.
Talk to usLawOffice.AI ships a native Word Add-In. Any document in your case files opens directly in Word desktop: no downloading and re-uploading. When you save, the .docx goes straight back to the case, versioned. The Add-In also gives you template fields, signature placement and one-click PDF generation without leaving Word.
You build templates in Word itself, not a clunky web editor. Open the Add-In, click a case or contact field, and a live merge field lands at your cursor, with date formats and formatting variants built in. Save it as a template, attach it to a case type, and every future document drafts itself with real case data.
Payments run on rails built exclusively for law firms. When a client pays, funds route to your operating account or your IOLTA trust account according to how you allocate them. Every case keeps its own trust ledger with starting balances, incoming payments, payouts and a running balance, plus trust reports for reconciliation and compliance.
Yes. Clients receive a secure tokenized payment link, no login required, and pay by credit or debit card (2.95% + $1.00) or ACH bank transfer (1.0% + $1.00, capped at $30). PCI-compliant, with surcharge rules handled for you.
Yes, natively. Billing data syncs to QuickBooks so your books stay clean without double entry. Members connect their own Gmail or Outlook account to send case files and emails from their own address, Outlook calendars sync two-way, and case events push to Google or Outlook Calendar with a Google Meet, Teams or Zoom link generated as you schedule. The Outlook Add-In and the Gmail Add-on both save received emails and attachments straight to a case or contact from your inbox.
Every passage the AI draws from a document gets a small numbered badge at the end of the sentence, in Word and in Case File Chat. Click the badge and the source file opens at that exact page. The citation list travels inside the .docx, badges can be hidden so they never print, and one click removes them all. Fact Check then reads the draft against the attached files and the case record and highlights any sentence the sources don’t support, and Case Citation Check looks up every case cited on CourtListener, flagging cites that no case is reported at in red.
No. The AI reads a document only when a member of your firm attaches it to a request, and it is never used to train or improve any model. There is zero retention at the model provider, prepared copies are kept only in your firm’s own storage, and every run is logged to the AI Activity Report: who ran it, when, which feature, which case, which documents it read, and what it cost. The full AI Security Statement is on our security page.
Role-based access for attorneys, paralegals and staff; passkey sign-in and two-factor by email, text or authenticator app with 90-day trusted devices; sign-in auditing; automatic inactivity timeouts; per-file permissions; and encrypted transfer throughout. HIPAA workflows, including Business Associate Agreements, are built in for practices that need them.
Most firms are running the same afternoon. The guided onboarding (you can literally talk your way through it with the voice assistant) configures your practice areas, case types and billing. Free onboarding support is included on every plan.
Run your firm like it’s 2030.
Documents, templates, trust accounting and AI: one platform, one login, one price. Set up in an afternoon.
No credit card required · Free onboarding · Cancel anytime