LawFabric gives plaintiff law firms one platform for client management,
document management, and workflow automation — built from the ground up.
Core Layers
Three layers that work as one system.
Client management, document management, and workflow automation designed to share
data and work together across every stage of the case lifecycle.
Available Now
CRM
Client and contact management designed specifically for plaintiff intake.
Track leads, campaigns, referral sources, and co-counsel relationships
in one place.
Client records and full case history
Intake pipeline and lead tracking
Campaign and referral source management
Co-counsel and referral network contacts
Available Now
Document Management
Documents are attached to cases and organized by stage, accessible
across the workflow automatically. Health records, signed agreements,
demand letters, and generated outputs all live in one place.
Case-attached document storage
Stage-based organization
Health records and medical documents
Signed retainers and intake agreements
Available Now
Workflow Automation
A structured case pipeline with configurable stages, automated
triggers, and task routing. Each step moves the case forward
and feeds directly into the next.
Configurable case lifecycle stages
Automated task generation and routing
Deadline and milestone tracking
Referral network handoff and tracking
Features
Platform Features
A comprehensive set of capabilities designed to manage every stage of the case lifecycle.
Lead Builder
Capture and qualify leads from multiple sources with automated intake forms and campaign tracking.
Case Builder
Transform qualified leads into structured cases with automated data collection, document assembly, and stage assignment.
AI-Powered Components
Intelligent assistance embedded throughout the platform for document analysis, data extraction, and automated summaries.
Client Portal
Self-service access for clients to check case status, upload documents, and complete questionnaires on their own time.
Real-Time Case Status
Live updates on every case so your team always knows where things stand in the pipeline.
Interactive Questionnaires
Structured data collection for plaintiff fact sheets, long-form questionnaires, and case intake — completed online with save-and-resume.
Secure Document Management
Case-attached document storage with role-based access, versioning, and stage-based organization across the pipeline.
Multi-Channel Communication
Email, SMS, and in-app messaging from one interface, with full communication history attached to each case.
Co-Counsel Access
Share case data with co-counsel partners through controlled, scoped access to the information they need.
Partner Access
Service providers and partners get scoped access to the cases and data relevant to their work.
Campaign Performance
Track which campaigns and referral sources generate leads, conversions, and signed cases.
Case Pipeline Visibility
See every case across every stage in one view, with clear visibility into where bottlenecks are forming.
Integrations
Connect to the external tools your firm already uses. LawFabric serves as the system of record with data flowing in and out.
The Case Pipeline
One pipeline. Every stage connected.
Each stage feeds the next automatically, so cases move forward
with full context at every step.
01
Intake
Lead arrives, case type is identified, viability is assessed, and information
gaps are flagged before staff time is committed.
02
Verify
Identity, fraud, and conflict checks run automatically through
ClientGuard360's built-in client intelligence.
03
Workup
Evidence is organized, medical chronology is assembled, and damages
are assessed — ready for attorney review.
04
Output
Demand letters, filings, and case documents are generated as pipeline
outputs, tied to the data collected at each prior stage.
Ready to see more?
One platform for every stage of your case pipeline.
CRM, documents, and workflow automation that share data and work together
from day one.