KaseOS is designed to replace a combination of case management tools, spreadsheets, email threads, and shared drives with a single platform.
Key features and functions include:
Matter and Client Management
Organizes cases, clients, and deadlines in one workspace, with matter timelines and custom fields and layouts.
Document Management
Supports folders, version history with restore, and share links for controlled document sharing. Documents are stored in cloud storage within the platform.
Document Templates
Generates letters, memos, and client communications from templates, with output in HTML, Markdown, and DOCX formats.
Calendar and Deadlines
Provides a firm calendar of events, deadlines, and tasks, with docket calculations from filing or trigger dates that skip weekends and holidays. Key dates and facts can also be extracted from documents.
AI Assistants
Includes AI assistants for firm operations and matter work that summarize matters, help generate documents, and flag unbilled time and trust balances. The assistants propose actions rather than executing them, AI-proposed financial entries require human confirmation, and AI tool use is logged.
Billing
Records time entries, expenses, invoices, and payments.
Trust Accounting
Maintains an append-only trust ledger with separate operating and trust accounts, database-enforced overdraft protection, and an audit trail for each transaction.
Firm Analytics
Reports on work in progress, accounts receivable aging, and trust reconciliation.
Client Portal
Gives clients access through a secure link to matter status, messages, and document uploads, branded with the firm’s logo and colors.
Electronic Signature
Sends documents for signature through an integrated eSignature service.
Data Migration
Imports data exported as CSV files from other practice management platforms, using an AI-assisted field mapper that the firm reviews and approves. Full data exports are also available.
Security and Access Controls
Isolates each firm’s data and applies role-based access, encryption in transit, and audit logging.
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