CasePulse

Feature Deck

Everything Filevine and Lead Docket have.
Everything they don't. One platform.

43
Tables
25
Case Tabs
5
Practice Areas
0
TS Errors

Phase 6 Feature Review • Call 2 Updates • April 2026

Call 2 Updates

What's New Since Last Demo

Four features Tyler flagged as gaps in Call 2. All four are now built and working.

1. Tag Filtering on Cases

Custom colored tags on every case. Filter cases by tag from the dropdown. Tags show as pills in the case table.

/cases?tag=TT

2. State / Jurisdiction Filter

Filter the cases list by state. Dropdown auto-populates with all jurisdictions in the firm's data.

/cases?state=FL

3. Filevine-Style Case Summary

Full intake review sheet: liability, police report, PIP/tort, treatment, red flags, strategy. Plus lead intelligence with AI scores.

/cases/[id]/summary

4. Practice Area Dynamic Fields

Questions change based on case type. MVA shows vehicle fields, Premises Liability shows hazard/property fields. 5 practice areas.

/cases/[id]/summary
New in Call 2

Cases: Filters &
Tag System

Custom tags show as colored pills on every case row. Filter by state, tag, phase, or search. Tyler asked for this to organize cases by custom categories like "TT" or "Priority".

"We need custom tagging and filtering in the cases tab. Need to filter cases by state too."

-- Tyler, Call 2

State Filter

Dropdown with all jurisdictions (FL, NJ, TX, etc.)

Tag Filter

Filter by any tag. Colored pills on rows.

Cases
32 cases
Search cases...
All Phases
FL
#TT
Filter
Case #ClientPhaseType
CP-2026-0042
Maria Rodriguez
TT Priority
Treatment MVA
CP-2026-0039
James Thompson
TT
Demand Prep Premises
CP-2026-0035
Sarah Kim
Settlement TT
Negotiation MVA
Case Summary Expanded
CP-2026-0042
87/100
AI Score
4/5
Severity
2m 14s
Speed to Contact
Google Ads
Source
AI Signals
High severity ER visit Multiple injuries Clear liability
Liability Assessment
LiabilityGood
Police ReportYes
WitnessesYes
Photos of SceneYes
Photos of InjuriesRequested
⚠ Red Flags: Prior back injury 2019, gap in treatment March-April 2026
New in Call 2

Filevine-Style
Case Summary

Full intake review sheet with everything Filevine has, plus lead intelligence data auto-populated from the intake pipeline. AI score, severity, speed-to-contact, signals, and red flags all in one view.

"Case summary needs to be filled with Filevine values and special values that can be pulled from the lead docket."

-- Tyler, Call 2

Lead Intelligence

AI score, severity, speed-to-contact, source, signals

Intake Review

Liability, police report, PIP/tort, treatment, strategy

Red Flags

Highlighted warnings for case risks

Auto-Populated

Data flows from lead to case automatically

Differentiator #4

Practice Area
Dynamic Questions

When the case type changes, the questions change. MVA shows vehicle and road condition fields. Premises Liability shows property type, hazard, and building code fields. Filevine cannot do this.

"When user clicks 'Is this a Premises Liability case?' the questions change. That's a major differentiator."

-- Tyler, Call 2
MVA (12 fields) Premises Liability (8) Dog Bite (8) Med Mal (7) Workers Comp (5)
Practice Area Questions
Save
MVA
Premises Liability
Dog Bite
Med Mal
Workers Comp
Property Type
Commercial
Hazard Type
Wet Floor
Indoor / Outdoor
Indoor
Shoe Type Worn
Sneakers
Notice Given
No
Building Code Violation
Yes
Prior Complaints
Yes
Weather Conditions
Rainy
Command Center

Dashboard

KPIs, case pipeline, top channels by ROI, activity feed, and real-time alert counts. Everything at a glance.

Active Cases

Live count with phase breakdown

Speed to Contact

Average time from lead to first call

Channel ROI

Side-by-side source comparison

Alert Strip

Critical/warning counts, click to view

app.casepulse.io/dashboard
Dashboard
Differentiator #1

Case Alerts &
Productivity Monitoring

Flags stuck phases, stalled negotiations, missing data, approaching SOL, and unassigned staff. Filevine has zero visibility on this.

"Don't know how long your cases are sitting? Dashboard shows you everything without clicking a button."

-- Tyler, Product Call

Configurable Thresholds

Phase stale >14d, SOL <90d, missing insurance/meds/demand

lib/alert-engine.ts

Per-Case Alerts

Every case has its own alerts tab

/cases/[id]/alerts
app.casepulse.io/alerts
Global Alerts
app.casepulse.io/cases/.../related
Related Cases
Differentiator #2

Related &
Companion Cases

Link passengers to drivers, same-incident parties, family members. Navigate between related cases instantly. Filevine's biggest weakness.

"Properly link passengers and drivers so they share insurance data without copy-pasting. This is a major competitive differentiator."

-- Tyler, Product Call
Companion Passenger/Driver Same Incident Same Defendant Family Member Related
Differentiator #3

Conflict Check

Search across all firm data: contacts, leads, cases (as client, defendant, or witness). Required every time a new case is signed. Filevine does not have this.

"Build a searchable conflicts tab where staff can search plaintiff or defendant names to make sure the firm has not previously represented someone adverse. Huge selling point."

-- Tyler, Product Call
Contacts Leads Cases (Client) Cases (Defendant) Cases (Witness)
app.casepulse.io/conflicts?q=Johnson
Conflict Check Results
Intake & Lead Intelligence

Full Pipeline Visibility

19-state lead workflow with chase tracking. Lead source management with budget, utilization, cost-per-sign, and ROI. From ad dollar to signed case.

app.casepulse.io/intake
Intake Pipeline
Intake Pipeline
app.casepulse.io/sources
Lead Sources
Lead Source Intelligence
app.casepulse.io/cases
Cases List
Operations

Case Management

21-phase case lifecycle. Filter by phase, state, tag, or search by name/number. Every case has 25 tabs covering the complete lifecycle from intake through closed.

Activity Summary Insurance Meds Negotiations Documents Litigation +18 more
Case Detail

Activity Feed & Vitals

Every action logged. SOL countdown, financials, team assignments, tags, and related cases visible in the vitals sidebar without leaving the current tab.

app.casepulse.io/cases/.../activity
Activity Feed
Activity Feed
app.casepulse.io/cases/.../summary
Case Summary
Summary + Vitals Panel
New in Phase 5.5

Three New Case Tabs

Client communications timeline, AI-powered case search, and forms/document generation templates.

.../communications
Communications
Communications
.../search
AI Search
AI Search
.../forms
Forms DocGen
Forms / DocGen
Case Financials

Medical Billing & Negotiations

Full provider tracking with billed, paid, PIP, medpay, and records requests. Complete negotiation history with demands, offers, counters, and settlements.

app.casepulse.io/cases/.../meds
Medical Billing
Medical Billing
app.casepulse.io/cases/.../negotiations
Negotiations
Negotiations
Coming Next

Client Portal

Secure client login for real-time case status, document uploads, and messenger-style chat. AI-fielded status inquiries eliminate "where's my case" calls.

Case Status

Real-time phase and update visibility

Document Upload

Clients upload directly to their case

AI Chat

Auto-answers common status questions

Secure Messaging

Direct attorney-client communication

app.casepulse.io/portal
Client Portal
Complete Feature Map

Tyler's Requests vs. What's Built

Every feature from product calls 1 & 2, mapped to its current status. NEW = added after Call 2.

FeatureStatusRoute
CALL 2 UPDATES (NEW)
Custom tag filtering on cases NEWBuilt/cases?tag=TT
Filter cases by state/jurisdiction NEWBuilt/cases?state=FL
Tag pills in case table rows NEWBuilt/cases (table rows)
Filevine-style case summary NEWBuilt/cases/[id]/summary
Lead intelligence on case summary NEWBuilt/cases/[id]/summary
Practice area dynamic questions NEWBuilt/cases/[id]/summary
5 practice areas (MVA, Premises, Dog Bite, Med Mal, WC) NEWBuiltpractice_area_data JSONB
TYLER'S TOP 3 DIFFERENTIATORS
Case Alerts & Productivity MonitoringBuilt/alerts + /cases/[id]/alerts
Related/Companion CasesBuilt/cases/[id]/related
Conflict CheckBuilt/conflicts
INTAKE & LEAD MANAGEMENT
Intake forms (extensive fields)Built/intake + /cases/[id]/intake
Lead statuses (19-state workflow)Built/intake
Severity/quality ratingsBuilt/intake/[id]
Lead source mgmt + budget trackingBuilt/sources
Referral trackingBuiltReferral dialog on leads
Intake-to-case pushBuiltConvert to Case button
Automated messagingSchema Readymessage_templates table
Lead scoring / vendor chargebackPartialAI score on leads
CASE MANAGEMENT (25 TABS)
Activity + Case SummaryBuilt/cases/[id] + /summary
Client CommunicationsBuilt/cases/[id]/communications
AI SearchBuilt/cases/[id]/search
Insurance + Meds + NegotiationsBuilt/cases/[id]/insurance, /meds, /negotiations
Checks + Liens + CostsBuilt/cases/[id]/checks, /liens, /costs
Documents + Forms/DocGenBuilt/cases/[id]/documents, /forms
Defendants + LitigationBuilt/cases/[id]/defendants, /litigation
Discovery + Depositions + ExpertsBuilt/cases/[id]/discovery, /depositions, /experts
Calendar + Deadlines + TeamBuilt/cases/[id]/calendar, /deadlines, /team
Tags + Vitals Sidebar + 21 PhasesBuiltVitals panel + phase selector
Phase change notificationsBuiltAuto-notifies attorney/paralegal
PLATFORM
Dashboard with KPIsBuilt/dashboard
Role-based access controlBuilt4 roles
Call intelligenceBuilt/calls
Client portalPlaceholder/portal
Reporting / AnalyticsPlaceholder/analytics
Multi-state rule enginePartialJurisdiction field + state filter
FUTURE PHASES
AI semantic searchFutureEmbedding pipeline
Client portal with AI chatFuturePhase 7
Forwarding email per caseFutureEmail integration
Calendar sync (Outlook)FutureGraph API
Automated chase messagingFutureScheduler + templates
CSV/PDF reportingFutureExport endpoints
CasePulse

Ship It

43 tables. 25 case tabs. 5 practice areas. 4 differentiators Filevine doesn't have.
Zero TypeScript errors. Ready for demo.

7
Call 2 Features
5
Practice Areas
40+
Dynamic Fields
0
TS Errors

CasePulse • Phase 6 Complete • April 2026