Features

Everything organized. Nothing lost.

Cards, checklists, status tags, and timelines — designed to feel calm, not crowded. Powerful in the backend, simple on the surface.

An in-portal AI that knows your cases, events, tasks and documents — ask it what's due next, summarize a hearing, or draft your next step.

Every conversation with the AI assistant is saved and searchable, so you can return to past answers, plans, and summaries anytime.

An in-app bell surfaces upcoming deadlines, hearings, and overdue tasks so nothing slips by unnoticed.

A step-by-step setup walks new users through their first case, event, task, and document — no manual to read.

A single view of active cases, immediate attention items, and your upcoming schedule.

Track every case with title, case number, court, parties, status, start date, and notes — all editable from one place.

Hearings, conferences, and filings with date, location, type, and notes. Color-coded by urgency on the dashboard.

Upcoming deadlines from both events and tasks, merged into one ranked list with 0–2, 3–6, 7–13, 14+ day color coding.

Create tasks with due dates, priority, and completion state — link them to a case and surface the next 5 on the dashboard.

Upload files and link each one to a case, event, or task. Doc type, source, and verification tracked.

See your hearings, deadlines, and tasks laid out on a month calendar.

Documents not linked to a case, event, or task are surfaced so you can connect them before they get lost.

Active cases with no updates to the case or any linked event, task, or document for over 3 days are flagged.

A tabbed feed of recent changes across cases, events, tasks, and documents so you can pick up where you left off.

Email & Google sign-in, Remember-me sessions, password recovery, and one-click log-out across all devices from Settings.

Row-level security scopes every record to your account — your data is only visible to you.

Ready to see it in action?

Browse a clean preview of the CourtPilot client dashboard.