KaseOS
AI-native legal OS
Onboard from Clio or Filevine in days, not months. Universal migration, AI assistants, and IOLTA-safe billing 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.
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
- 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.
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.