Features | LegalLogix - Legal Practice Management

Core Feature

Intelligent Case Management

Complete case lifecycle tracking designed specifically for personal injury cases. From initial intake to final settlement, manage every aspect of your cases with ease.

✓ All PI Case Types: Auto Accidents, Slip & Fall, Medical Malpractice, Workplace Injuries, Product Liability, and Premises Liability
✓ Visual Kanban Board: Drag-and-drop workflow management with configurable stages
✓ Priority Management: Low, Medium, High, and Urgent levels with visual indicators
✓ Team Assignment: Lead attorney, paralegal, and case manager roles
✓ Value Tracking: Case value estimation, settlement tracking, and attorney fee calculations

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Case Management Dashboard

AI-Powered

AI Document Processing

Leverage Google Cloud Document AI to automatically extract data from medical records, legal filings, and other documents. Save hours of manual data entry.

✓ Intelligent OCR: Extract text and data from scanned documents with high accuracy
✓ Smart Data Extraction: AI identifies and extracts key information automatically
✓ Batch Processing: Process hundreds of documents simultaneously
✓ Auto-Categorization: Documents sorted into Medical Records, Police Reports, Insurance Docs, and more
✓ Fuzzy Matching: Intelligent client association for imported documents

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AI Document Intelligence

Communications

Integrated VoIP & SMS

A unified communications hub that brings phone, text, and secure messaging together in one platform. Never miss a client communication again.

✓ VoIP Phone: Make and receive calls directly within the platform
✓ SMS Messaging: Send appointment reminders and case updates via text
✓ Click-to-Call: One-click calling to clients, providers, and opposing counsel
✓ Voicemail Transcription: AI-powered voicemail-to-text conversion
✓ Secure Messaging: End-to-end encrypted staff-to-client messaging

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Unified Communications

Client Experience

Secure Client Portal

Give your clients 24/7 access to their case information. Reduce status calls and keep clients informed with a dedicated, secure portal.

✓ Personalized Dashboard: Case overview, status, upcoming events, and team info
✓ Document Access: View and download authorized documents
✓ Secure Messaging: Send and receive messages with the legal team
✓ Case Timeline: Visual progress of case milestones
✓ Multi-Factor Authentication: Optional MFA for enhanced security

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Client Portal Interface

Critical Feature

Automated Docketing Engine

Never miss a statute of limitations deadline. Our comprehensive SOL database covers all 50 states plus DC with automatic deadline generation and reminders.

✓ 50-State Coverage: Complete SOL database for all US jurisdictions
✓ Auto-Generation: Deadlines created automatically on case creation
✓ Multiple Reminders: Email alerts at 30, 14, 7, 3, and 1 day intervals
✓ Business Day Calculations: Optional business day counting
✓ Calendar Integration: Automatic calendar events for all deadlines

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Automated Docketing

Financial

Complete Billing & Invoicing

Professional time tracking, invoice generation, and settlement management. Keep your finances organized and your revenue flowing.

✓ Time Tracking: Detailed time entries with hourly rates per user
✓ Professional Invoices: Sequential numbering with customizable templates
✓ Payment Tracking: Invoice statuses, partial payments, and reconciliation
✓ Settlement Tracking: Amount documentation and attorney fee calculations
✓ Revenue Reports: Profit/loss calculations and financial analytics

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Billing Dashboard

Healthcare

Medical Provider & Lien Management

Comprehensive provider database with medical bill tracking and lien management. Keep all your healthcare documentation organized.

✓ Provider Database: Hospitals, Clinics, Physicians, Chiropractors, PT, Imaging, and more
✓ Complete Tracking: Tax ID, NPI numbers, reimbursement rates, preferences
✓ Medical Bills: Track billed, negotiated, paid amounts and balances
✓ Lien Management: Status tracking from Pending to Satisfied or Disputed
✓ Provider Analytics: Per-provider lien and payment analytics

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Provider Management

Productivity

Calendar & Task Management

Full-featured calendar with task management to keep your firm organized and productive. Never let anything fall through the cracks.

✓ Event Types: Appointments, Hearings, Depositions, Deadlines, Trials, and more
✓ Recurring Events: Support for repeating events with end dates
✓ Attendee Tracking: Multi-attendee support with response status
✓ Task Categories: Customizable categories with color coding
✓ iCal Export: Sync with external calendar applications

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Calendar & Tasks

Enterprise Security

Security & HIPAA Compliance

Enterprise-grade security with HIPAA compliance built from the ground up. Protect your clients' sensitive information with confidence.

✓ Multi-Factor Authentication: Google Authenticator TOTP support
✓ Role-Based Access: 6 user levels with granular permissions
✓ Complete Audit Trail: All operations logged with timestamps and user info
✓ HIPAA Compliant: Patient privacy protection and secure message storage
✓ Data Protection: HTTPS, CSP, XSS/SQL injection prevention

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