Information and participants
Keep matter details, parties, contacts, and responsible team members connected to the matter.
PLATFORM / LOOPLEX CASES
Context for every matter.
Direction at every step.
Manage litigation, contracts, and legal requests with connected information, documents, deadlines, and responsibilities. Track each matter's progress and coordinate your team's work on a single platform.
Book a demoIllustrative example with fictional data. Recommendations for the legal team's assessment.
MATTER MANAGEMENT, FROM START TO FINISH.Explore Cases
START WITH THE MATTER
The full context
of every matter.
To handle a legal matter, your team needs to understand what has happened, consult the relevant documents, and keep track of work in progress.
Cases brings this information together around each matter, from opening to completion. Litigation, contract negotiations, and advisory requests each get a space to organize their history and guide everyone involved.
Documents and history
Consult the materials and events that explain the current situation and how it developed.
Activities and next steps
Track tasks, deadlines, and outstanding items with the information needed to move the work forward.
PEOPLE, DEADLINES, AND COMMITMENTS
Know what needs to be done.
And who's leading each step.
A single matter can involve different professionals, teams, and external participants. Cases helps organize that collaboration, keeping activities connected to the matter and the people responsible.
Assign tasks, track deadlines, and monitor deliverables. When work passes from one person to another, the history and documents remain available according to access permissions.
Clear responsibilities
See who is leading each activity and who is involved in the next stages.
Visible deadlines and commitments
Organize tasks, hearings, meetings, and other important milestones for the matter.
Collaboration with context
Share information and documents with authorized participants, keeping the team aligned on progress.
ADAPTIVE MANAGEMENT
Management that evolves with the matter.
A new ruling may call for a filing. A newly received document may change the analysis. A negotiation may depend on additional information or someone else's approval.
Cases lets you organize work as these needs arise, with configurable tasks and workflows for different types of matters.
Your organization's criteria guide the stages, responsibilities, and review points. The team can see what's outstanding and what needs to happen before moving forward.
A MATTER IN PROGRESSExample
- 01DEVELOPMENT
New information
A ruling, document, or instruction is received.
- 02ASSESSMENT
Context informs the next step
The team assesses what needs to happen.
- 03COORDINATION
Work and responsibilities
Activities, deadlines, and review are defined.
- CONTINUITY
The matter moves forward
Work product and next steps connected to the matter.
From intake to completion, every activity stays connected to the matter that prompted it.
CASES IN PRACTICE / LITIGATION
From incoming information
to completed work.
In litigation, every development needs to be understood in the context of the proceedings and connected to the team's next steps.
Consider a ruling on an application for interim relief. Beyond assessing its legal effects, you may need to inform the client, gather documents, and prepare a filing.
01 / CONTEXTReview the development
Review the development
in the context of the case.
Connect the new information to the case history, pleadings, and other documents. Publicações Online's case monitoring can provide court notices and procedural updates from the sources being monitored.
RELATED INFORMATION
Ruling received
Case history and documents
Instructions applicable to the case
Illustrative example of the workflow.02 / ASSESSMENT
Assess the next steps.
Intelligence considers the available information, preferences, and applicable policies to suggest actions. The lawyer assesses the options and decides how to proceed.
OPTIONS TO CONSIDER
Consider a procedural step
Inform the client
Gather documents or explore the analysis further
The lawyer decides which action to take.03 / EXECUTION
Organize and carry out the work.
Define activities, responsibilities, and deadlines. Use Assistant to develop analyses, prepare drafts, and write communications with the relevant context.
WORK WITH CONTEXT
Activity and owner defined
Relevant materials and instructions linked
Work developed with Assistant
Execution guided by the objective and applicable instructions.04 / CONTINUITYTrack deliverables
Track deliverables
and keep the matter moving.
Check activity progress, bring together the documents produced, and keep sight of outstanding items and next steps.
MATTER OVERVIEW
Activity progress
Documents produced
Outstanding items and next steps
The work stays connected to the same matter.Cases connects these stages to the same matter, so you can track both the proceedings and the work needed to manage them.
See it in actionPART OF THE LOOPLEX PLATFORM
Artificial intelligence
connected to matter management.
Information organized in Cases provides context for AI-assisted work.
To assess
next steps.
When a court notice or procedural update arrives, Intelligence connects it to the available information and suggests actions for the lawyer to assess.
Explore IntelligenceTo develop
the work.
Assistant supports analysis, drafting, and other activities using the materials and instructions relevant to the objective.
Explore AssistantTo see
the bigger picture.
The team keeps a clear view of the matter, its participants, documents, activities, and progress.
Context and coordination, matter by matter.DIFFERENT MATTERS. CONNECTED MANAGEMENT.
Litigation, contracts,
and advisory work.
Different types of legal work need different ways of organizing. Cases lets you bring together the information and track the activities related to each one.
Every matter in context.
Manage every case.
Organize court and administrative proceedings, documents, developments, deadlines, and tasks. Coordinate the team's involvement throughout each case.
The history of every negotiation.
Bring together negotiation history, drafts, and participants. Track analysis, review, and approval activities, keeping information connected to the matter.
Track every deliverable as it develops.
Organize the request, supporting documents, and instructions received. Track the preparation of legal opinions, responses, and other deliverables, with clear owners and deadlines.
Illustrative example with fictional data.
MATTER PORTFOLIO AND TEAM OVERVIEW
From each matter's details
to the operational picture.
Managing a portfolio of matters means understanding how they are progressing and how work is distributed across teams.
Cases organizes the information that supports this oversight. Review activities and outstanding items, track matter progress, and use the platform's BI and reporting features to analyze your operations.
For law firms, the connection to Finance also links matters to relevant financial information, such as fees and expenses.
INCLUDED IN THE PLATFORM
Cases is part of Looplex.
Cases is included in the platform package, and adoption is optional. Your organization can use matter management alongside document, AI, automation, and data analysis features.
Configuration reflects your operational needs, workflows, and applicable integrations.
SEE IT IN ACTION
See your operations connected,
matter by matter.
Discover how Cases can help your team organize litigation, contracts, and advisory requests, coordinate responsibilities, and track every matter from start to finish.