Medical Appointments tab

Schedule, edit, and track client medical appointments in the Medical section of each case.

SMS appointment reminders

Send a text reminder with one click or let the system send them automatically before each appointment.

Consent & SMS credits

Reminders only go to consented clients, metered against your firm's credits — 15 free per month.

AI preliminary discovery responses

Draft responses to incoming discovery in the background with case-tied objections and advisory notes.

Client discovery review portal

Send clients a secure no-login link to review, approve, and sign their discovery responses.

Polished response documents

Response documents now include selected objections, privilege log entries, and clickable document links.

Reports & Analytics menu

Full sidebar with 8 categories, search, and 25 report cards — live charts expand inline.