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.

Features

Calm Dashboard

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

Cases

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

Events

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

Deadlines

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

Tasks

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

Documents

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

Calendar View

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

Missing Links

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

Inactive Cases

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

Recent Activity

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

Private Workspace

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.