Practice OS for
mid-size law firms
Matters, documents, billing and trust, calendar, and AI assistants in one product. Import CSV exports from Clio, MyCase, Filevine, and similar systems.
Why firms don't switch
Data lock-in, painful migrations, and fear of breaking IOLTA.
Data silos everywhere
Practice management, a separate DMS, and spreadsheets. No single system of record.
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
Import matters, contacts, and files from CSV and file-share exports. You approve the mapping.
Plug in exports
Upload CSV exports from Clio, MyCase, Filevine, or a custom export. There is no Filevine or Clio live API.
AI mapping with human sign-off
AI maps messy headers automatically. You approve once.
Safe, replayable import
Replayable imports with error logs. Large jobs are possible; we have not published a 25k-matter SLA.
Native documents live in KaseOS (S3). Live NetDocuments or iManage OAuth is not part of this product.
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
Time entries, expenses, invoices, and payments. Trust deposits and applications as a sub-ledger.
Firm Analytics
WIP, AR aging, and trust reconciliation. Not a BI suite or revenue forecast engine.
Client Portal
Magic-link portal: matter status, messages, uploads. Firm logo and color. Payment URLs are not a live Stripe checkout yet.
Document Intelligence
Full-text search across documents plus matter search. Folder, version, and share-link workflows.
E-Signature
Send documents for signature with Dropbox Sign. Track status via webhooks. DocuSign and Adobe Sign are not implemented.
Document Generation
HTML, Markdown, and DOCX templates. Generate onto a matter from the Documents tab.
Calendar & Deadlines
Firm calendar with events, deadlines, and tasks. Google and Microsoft calendar OAuth. Docket rules skip weekends and holidays. Not a court-feed sync.
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
TLS in transit, firm isolation, role-based access, and audit logs on many writes. Not end-to-end encryption. Not SOC 2 certified.
Customization
Custom fields, layouts, and custom objects per firm. Automation rules exist in the API; there is no full workflow builder in the product UI.
E-Signature built in
Send documents for electronic signature with Dropbox Sign. Track status from webhooks and save the signed PDF on the matter.
Provider-agnostic
Dropbox Sign is the live provider. DocuSign and Adobe Sign are not wired yet.
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 documents from HTML, Markdown, or DOCX templates. Merge matter, contact, and firm fields. Save onto the matter.
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.
Matter context
Pulls data from the matter, contacts, firm, and custom fields when generating.
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.
Fill from matter data
Generation pulls relevant data from the matter, contacts, firm, 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
Firm calendar for events, deadlines, and tasks. Google/Microsoft OAuth and docket rules that skip weekends and holidays.
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.
Google / Microsoft sync
Sync Google or Microsoft calendars. Docket math from filing/trigger dates. Not a live court calendar feed.
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
- Financial writes from AI require human confirmation; Rachel does not create invoices or send email
- AI tool use is logged
- RAG is JSON embeddings in-app, not a full firm-wide vector database
Client portal
Case tracker your clients actually use. No app download required.
Magic-link portal in the browser. Status, messages, uploads. Owners can set firm logo and primary color. Not a native app and not a PWA.
No app store friction
Opens from a text or email link
Live status
Discovery → Hearing → Settlement
Secure chat
No more WhatsApp + personal numbers
Card payments (when configured)
Portal billing lists invoices. Live Apple Pay / Stripe checkout is not shipped.
IOLTA-safe by design
Double-entry-style trust sub-ledger with overdraft checks. Not a full accounting system.
We treat trust as a first-class sub-ledger. The system can refuse overdrafts and keep a reconciliation report. It does not replace your CPA, bank reconciliation, or jurisdiction IOLTA rulebook.
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
Built for 5–50 lawyer firms that are tired of stitching together practice tools.
Join the pilotFAQ
You export CSVs (and files, if needed). KaseOS maps columns with an AI-assisted mapper that you approve, then imports matters, contacts, and related records. There is no live Filevine, Clio, NetDocuments, or iManage API. Large imports are supported; we do not promise a 24-hour, zero-loss cutover for every firm.
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 (CSV / file-share)
- Named contact as contracted
- Integrations that ship: email, calendar OAuth, Dropbox Sign
Enterprise
For larger firms with custom needs
- Unlimited lawyers (subject to plan seats you buy)
- Unlimited matters (not load-tested at 250k+)
- Same product modules
- Migration help via CSV / file-share
- Priority support as contracted
All plans include
Need a custom plan? We work with firms of all sizes.
Book a Demo