Product

One case file, from the first call to the demand.

Five features that share the same matter, so what you capture at intake is still there when the demand letter goes out. The AI does the first pass; your team approves; every fact shows where it came from.

01

Intake & conflict check

Record the enquiry, check every name against the whole firm, close spellings included, and see a suggested limitation date. Then convert it to a matter or decline it.

Explore intake & conflict check
A new enquiry with an automatic conflict check finding a close-spelling match (illustration with sample data)

02

Matters

Each case gets one workspace: parties, stage, key dates, notes, documents and an activity history. Restricted matters are visible only to the people you name.

Explore matters
A matter workspace showing its stage, parties, key dates and activity (illustration with sample data)

03

Deadlines

Every deadline in the firm, grouped into overdue, this week and later. Limitation dates are suggested from a state table and count only once a lawyer confirms them.

Explore deadlines
A firm-wide deadline list grouped into overdue, this week and later (illustration with sample data)

04

Medical records & chronology

Upload PDF records. Meruit reads them page by page and suggests chronology entries, each with a page and a verified quote. Your team approves each one, and specials total themselves. AI suggestions on Growing Practice and Large Firms; manual entries on Essentials.

Explore medical records & chronology
A medical chronology where each entry cites a page and a quoted line (illustration with sample data)

05

Demand letters

Your firm's template, filled with the facts, approved chronology and specials. On paid plans, add an optional AI first draft. Edit it, and a lawyer's approval locks it. Download as Word.

Explore demand letters
A demand letter locked with an Approved by stamp showing the lawyer's name and time (illustration with sample data)

Underneath everything

The same rules on every screen.

Lawyer approval on anything outgoing, a source on every AI fact, required two-factor sign-in, an audit log nothing can edit, and your firm's data kept separate from everyone else's.

Security & trust