KaseOS
AI-native legal OS
Onboard from Clio or Filevine in days, not months. Universal migration, AI assistants, IOLTA-safe billing, e-signatures, and document generation in one system.
Why firms don't switch
Data lock-in, painful migrations, and fear of breaking IOLTA.
Data silos everywhere
Clio/Filevine/NetDocs + spreadsheets, no single source of truth.
Migration horror stories
3–6 month projects, weekend cutovers, manual mapping.
Trust accounting risk
Partners fear one misapplied trust dollar more than ugly UI.
Universal Migrator
Migrate 10k–25k+ matters in days, not months.
Plug in exports
Upload CSV exports from Clio, Filevine, MyCase, or custom systems.
AI mapping with human sign-off
AI maps messy headers automatically. You approve once.
Safe, replayable import
Replayable imports with error logs. Built for 10k–25k matters at once.
Built by migration engineers who've handled 10k–25k+ matter migrations.
Everything you need.
Nothing you don't.
Purpose-built tools for modern law firms. No bloat. No legacy cruft. Just pure, distilled functionality.
Matter Management
Every case, every client, every deadline—organized in one intelligent workspace.
Smart Billing
Automatic time capture. LEDES-compliant invoices. Get paid faster.
Firm Analytics
Real-time dashboards. Revenue forecasting. Know your numbers.
Client Portal
Secure document sharing. Case updates. E-signature support. Keep clients informed.
Document Intelligence
AI-powered search across all files. Full-text search, metadata filtering, and intelligent categorization.
E-Signature
Send documents for electronic signature. Track status in real-time. Integrate with Dropbox Sign, DocuSign, and more.
Document Generation
AI-powered document generation from templates. Support for HTML, Markdown, and DOCX templates.
Calendar & Deadlines
Unified calendar view with events and deadlines. Automated reminders, court calendar sync, and critical deadline alerts.
Smart Notifications
Notifications for deadlines, e-sign events, and matter updates. Email and in-app alerts with customizable preferences.
Document Versioning
Full document version history. Preview any version, see what changed, and restore previous versions with one click.
Matter Timeline
Complete activity timeline for every matter. See everything that happened, when, and by whom.
Enterprise Security
End-to-end encryption. Your data, protected.
Workflow Automation
Build custom workflows. Automate repetitive tasks. Focus on what matters.
Why firms are leaving Clio & Filevine
Legacy software wasn't built for the AI era. KaseOS was built from the ground up with intelligence at its core.
- No per-seat pricing traps
- No mandatory training programs
- No 6-month implementation cycles
- No "enterprise tier" feature gates
- Built-in e-signature integration
- Template-based document generation
- Unified calendar with events + deadlines
- Full document versioning with preview
E-Signature built in
Send documents for electronic signature without leaving KaseOS. Track status, get notified, and automatically save signed documents.
Provider-agnostic
Works with Dropbox Sign, DocuSign, Adobe Sign, and more. Switch providers without changing workflows.
Real-time tracking
Track signature status in real-time. Get notified when documents are viewed, signed, or declined.
Secure by default
Signed PDFs automatically saved as new document versions. Complete audit trail for compliance.
Seamless integration
Send documents for signature directly from matters. No need to leave the platform.
How it works
Select document
Choose any document from your matter. No need to download or upload elsewhere.
Add signers
Add signers with their email addresses. Set signing order for sequential workflows.
Send & track
Send the request. Track status in real-time. Get notified when signed or declined.
Auto-save
Signed PDFs automatically saved as new document versions. Complete audit trail preserved.
Document generation
from templates
Generate professional documents instantly from templates. AI-powered context building ensures accurate, matter-aware document creation.
HTML Templates
Rich formatting with HTML. Perfect for letters, memos, and client communications.
Markdown Templates
Simple, readable templates. Great for quick documents and standardized forms.
DOCX Templates
Upload Word documents as templates. Preserve complex formatting and styles.
AI-powered context
Automatically pulls relevant data from matters, contacts, and custom fields.
Matter-aware
Templates automatically know which matter, client, and case details to use.
Version control
All generated documents saved with full version history and audit trail.
How it works
Create template
Upload a DOCX file, write HTML/Markdown, or use our template builder. Add placeholders for dynamic data.
AI context building
When generating, AI automatically pulls relevant data from the matter, contacts, and custom fields.
Generate & review
Generate the document instantly. Review, edit if needed, and save as a new document version.
Send for signature
Optionally send the generated document for e-signature directly from the platform.
Calendar & deadlines
unified in one view
Never miss a deadline. Unified calendar combines events and deadlines with smart reminders and court calendar sync.
Unified calendar
Events and deadlines in one view. No switching between systems.
Smart reminders
Automated reminders based on your preferences. Never miss a critical deadline.
Court calendar sync
Sync with court calendars. Automatic deadline calculation from filing dates.
Critical alerts
Visual indicators for critical deadlines. Color-coded by urgency.
Smart reminder system
Configure reminders that work the way you work. Set preferences per deadline or use firm defaults.
- Set reminder preferences (days before, time of day)
- Email and in-app notifications
- Daily deadline reminder job
- Overdue deadline alerts
Your AI workforce
Two assistants: one for the firm, one for each matter.
Donna
Your virtual COO
Firm-wide intelligence with read-only financial access.
- Firm-wide WIP, AR, and trust risk
- Read-only financial access
- Finds aging invoices and SLA breaches
Rachel
Your billing & time associate
Matter-level assistant for billing and time tracking.
- Drafts billing summaries
- Flags unbilled time and trust balances
- Helps with document generation and matter summaries
- Proposes actions; never executes
Guardrails by design
- All financial actions require explicit human approval
- Every AI action is logged in an immutable activity log
- No training on your private data – zero-retention policy
Client portal
Case tracker your clients actually use. No app download required.
White-labeled PWA. Status, Messages, Uploads, Payments. Magic-link login. Clients can sign documents electronically through the portal with real-time status updates.
No app store friction
Opens from a text or email link
Live status
Discovery → Hearing → Settlement
Secure chat
No more WhatsApp + personal numbers
Built-in payments
Apple Pay / card for invoices
IOLTA-safe by design
Double-entry ledger, mathematically enforced.
We treat IOLTA like infrastructure. The system refuses any action that would break trust accounting rules.
From demo to migration
Discovery
We analyze your current stack.
Ghost migration
Dry run in a sandbox KaseOS instance.
Go-live
We cut over on a weekend with a backup plan and export guarantee.
Exit Guarantee
Full data exports at no cost. No lock-in, ever.
Built with real firms
Co-designed with mid-size firms who've lived through painful migrations.
Join the pilotFAQ
We use our Universal Migrator to import your CSV exports. Our AI-powered mapper understands messy headers and maps them automatically. You approve the mapping, and we import 10,000–25,000+ matters in a single job. The entire process takes days, not months.
Simple, transparent pricing
No per-seat traps
We work with firms of all sizes. Contact us for custom pricing that fits your needs.
Starter
Perfect for small firms getting started
- Up to 10 lawyers
- Unlimited matters
- Core features included
- Migration support
- Email support
Professional
For growing mid-size firms
- Up to 50 lawyers
- Unlimited matters
- All features included
- Priority migration support
- Dedicated account manager
- Custom integrations
Enterprise
For larger firms with custom needs
- Unlimited lawyers
- Unlimited matters
- All features + custom development
- White-glove migration
- 24/7 priority support
- SLA guarantees
- On-premise options
All plans include
Need a custom plan? We work with firms of all sizes.
Book a Demo