PlaintiffDesk connects Document tools, Document production and routing, Reporting, Analytics, Customization, Intake to resolution, Integration access through the same case workflow, access model, and accountable team.
PlaintiffDesk connects Document tools, Document production and routing, Reporting, Analytics, Customization, Intake to resolution, Integration access through the same case workflow, access model, and accountable team.
Store, organize, generate, review, and connect documents to the case work they support.
Document tools keep files connected to the intake or case work they support. Teams can organize folders, upload and preview material, complete available file actions, and prepare controlled sharing without separating the document from its matter context.
View the full featureStandardize how generated, received, stamped, and signed documents are prepared and returned to the matter.
PlaintiffDesk connects case-type folder structure with the document workflows that produce new files. Firms can designate destinations for recurring document sources, prepare Bates- or exhibit-labeled output, and return signature documents to the matter without relying on a separate filing checklist for every handoff.
View the full featureBuild reusable case and firm reports from structured PlaintiffDesk information.
Reporting turns configured case information into reusable record sets. Users can choose fields, build grouped criteria, preview results, save the report, and prepare common export formats while retaining the underlying cases as the source record.
View the full featureUse dashboards to monitor workload, performance, trends, and operational changes.
Configurable dashboards arrange approved operational measures around the work a role or team needs to monitor. Widgets can summarize tasks, deadlines, activity, documents, intake, communications, and selected field values while continuing to respect case access.
View the full featureShape case sections, fields, workflows, permissions, and views around the firm.
Customization lets authorized administrators shape PlaintiffDesk around the firm’s case types, terminology, responsibilities, and repeatable work. The firm can configure fields, sections, phases, folders, templates, and task workflows without forcing every practice area into one layout.
View the full featureCarry information from the first contact through case creation, active work, and resolution.
PlaintiffDesk carries approved information from the first contact into intake, case creation, active matter work, negotiation, and eventual archival. The connected record reduces repeated entry while letting each firm define the phases and checks appropriate to its work.
View the full featureConnect approved systems without forcing staff to leave the case workflow.
Integration access keeps approved connected work close to the case rather than requiring staff to reconstruct context in separate tools. Depending on the firm’s confirmed and enabled services, connected workflows can support documents, email and calendar activity, communications, signatures, or accounting handoffs.
View the full featurePlaintiffDesk connects Document tools, Document production and routing, Reporting, Analytics, Customization, Intake to resolution, Integration access through the same case workflow, access model, and accountable team.