PlaintiffDesk connects Contacts, intake, and case creation, Document management, External communications through the same case workflow, access model, and accountable team.
PlaintiffDesk connects Contacts, intake, and case creation, Document management, External communications through the same case workflow, access model, and accountable team.
Move qualified intake information into a usable case record without duplicate entry.
Contacts, intake, and case creation keep the people, organizations, initial facts, and matter decisions connected as work moves into an active case. Staff can search existing contacts, capture intake details, and carry approved relationships forward without rebuilding the record.
View the full featureKeep case files, folders, versions, and generated work connected to the matter.
Document management gives staff a matter-based place to organize uploaded, generated, received, and shared files. Configured folders and destination rules help routine material arrive where the team expects it while preserving the need for human review.
View the full featureKeep client and third-party communication visible from the appropriate case context.
External communications keeps available email, fax, call, note, and messaging activity visible from the related contact, intake record, or case. Staff can review inbound work, assign unmatched items, and preserve attachments with the matter when the applicable channel is enabled.
View the full featurePlaintiffDesk connects Contacts, intake, and case creation, Document management, External communications through the same case workflow, access model, and accountable team.