FamilyCase.AI

FamilyCase is a practice management platform for family-law attorneys that combines matter and firm administration tools with two AI assistants operating under mandatory attorney review.

Key features and functions include:

AI-Assisted Drafting and Firm Operations
Donna and Oliver are AI assistants built into the product that draft documents, flag inconsistencies, and recommend firm-operations actions such as billing and intake follow-up. All outputs are held for attorney review before use.

Centralized Matter Workspace
A “Today” command center groups active matters by urgency (needs-attention, in-progress, waiting-on-others) alongside deadlines, trust balances, billing, and intake status in a single view.

Client Portal
Clients access a separate portal for document review and e-signature, case status updates in plain language, and evidence upload from connected cloud storage services.

Trust Accounting and Billing
The platform tracks matter-level trust ledgers, balances, and replenishment tasks, and generates unbilled-time totals with trust-balance context.

Intake Management
Intake workflows cover lead capture, consultation scheduling, questionnaires, and conversion tracking.

California Family Code Guardrails
Built-in guardrails reference the California Family Code to support attorney review of best-interest, safety, and ex parte considerations.

Data Migration from Other Practice Management Systems
The vendor offers migration of matters, clients, time entries, trust ledgers, documents, and calendar data from several named competitor platforms and CSV exports.