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CaseWizard

Our story

Built with the attorneys who use it.

CaseWizard was born from frustration. Working alongside practicing attorneys, we watched firms struggle with generic software that couldn’t track the specifics of different practice areas, couldn’t auto-fill document templates with case data, and couldn’t integrate with SharePoint.

So we built a platform with tracking configured for 31 areas of law, automated document assembly, and the integrations firms actually need, shaped, tested, and refined with the firms that use it every day.

A case workspace in CaseWizard with its people, case details and billing summary

What we hold to

How we build CaseWizard.

01

Built on real legal work

Every practice-area configuration and document template starts from how firms actually run their cases, not from a generic project tool.

02

Better every week, in public

We publish what changes, how fast each screen opens before and after, and what is next. You can follow along on the progress page.

03

The firm comes first

Deadlines, discovery and billing carry real weight. We change how CaseWizard looks without moving what your team relies on.

See it with your own cases.

We set the demo up for your practice areas, walk through cases, documents, calendar and billing, and answer your questions about moving your data over.