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Case workflow

From first contract
to recovered costs.

A clear, managed path for every claim — with automation doing the heavy lifting and lawyers making every decision that matters.

The lifecycle

Eight stages. One record.

Every claim follows the same visible path. Your team always knows what stage a case is at, what is blocking it and who owns the next step.

Intake

Clients or partners upload agreements and documents through a secure portal, or files arrive in bulk from your existing systems.

Analysis

The AI reviews each agreement for potentially abusive or non-transparent clauses and scores the viability of the claim.

Completeness

Identity, contract and supporting documents are checked; anything missing is requested from the client automatically.

Drafting

A tailored claim is produced from your templates and bundled with its annexes for lawyer review.

Approval

A lawyer reviews, edits and signs off. Approval rules ensure the right person approves the right case.

Filing

Approved claims join the filing queue and are submitted electronically, individually or in scheduled batches.

Proceedings

Court notifications are classified, deadlines tracked and routine responses prepared for approval.

Resolution

Judgments, settlements and cost recoveries are recorded, closing the loop and feeding outcomes back into the models.

For every role

Built for the whole team.

Partners

Portfolio dashboards show caseload, throughput, outcomes and recovered costs at a glance.

Lawyers

A focused review queue with source-linked findings and drafts ready for sign-off.

Paralegals

Clear task lists for document collection, client contact and filing preparation.

Procuradores

Instructions, documents and deadlines shared through the same case record.

How it works

The short version.

Upload

Add the client's agreement and supporting documents, individually or in bulk.

Assess

The AI analyses the contract and checks the file, flagging anything that needs a lawyer's eye.

Approve

Review the drafted claim, make edits and sign off — the lawyer stays in control.

File & track

File electronically, then follow every notification and deadline on one timeline.

Let's build something
great together.

Talk to our team about claims automation, procurador services and litigation funding.