Yes, With Limits: AI Law Firm Case Management Software
A law firm case management system with matters, conflicts screening, document templates, deadline tracking, time capture and invoices, scoped to avoid trust accounting until it is reviewed.
Moat
The Prompt
Build a law firm case management app with these features: 1) Matters as the primary record, with client, matter type, opposing parties, responsible attorney, status and a matter number. 2) Contacts linked to matters by role, including client, opposing party, opposing counsel and adjuster. 3) Intake pipeline capturing the inquiry, running a conflicts screening search across all existing clients and parties, and converting an accepted inquiry into a matter. 4) Document library per matter with template merge fields for client name, matter number, court and dates, plus versioning and download. 5) Deadline list per matter with a calendar view, reminder offsets and a confirmation step where a human approves each computed date. 6) Time capture with a running timer and manual entries carrying task codes and billable flags. 7) Invoicing that pulls unbilled time into an invoice with hourly, flat fee and expense lines, then records payments against it. 8) Dashboard showing open matters by stage, upcoming deadlines, unbilled value and collections. 9) Per matter access lists so staff see only matters they are assigned to, with an audit log of document views. 10) Client portal for secure document sharing and messages, without exposing internal notes.
What You Can Build
- ✓Matters with contacts and parties
- ✓Intake with conflicts screening
- ✓Document library with three merge templates
- ✓Deadline list with reminders
- ✓Timer and manual time entries
- ✓Invoice from unbilled activity
What's Hard
- ✗Deadline dates must be computed from rules stored as data and confirmed by a human, never generated by a model. Trust accounting requires an append only ledger with three way reconciliation and expert review. Privilege means per matter access lists and an audit trail on every document view.
What You Lose
- −Deadline calculation tested on a holiday weekend with service by mail
- −Conflicts check tested on a former client with a name spelling variation
- −Trust ledger design reviewed by a lawyer or bookkeeper before any real funds
Human Review Checklist
Required Screens
User Flow
Open an intake -> run a conflicts check -> send the engagement letter -> convert to a matter -> file documents and deadlines -> capture time -> invoice and record payment
FAQ
Can AI build Yes, With Limits: AI Law Firm Case Management Software?
Matters, intake, documents, deadlines and billing are everyday relational data and are a good fit. Trust accounting, jurisdiction specific deadline rules and privilege controls carry compliance exposure, so the honest verdict is yes with limits and an expert review before money or court dates are involved.
How hard is it to build Yes, With Limits: AI Law Firm Case Management Software with AI?
It's rated Advanced. High
What tools do I need to build Yes, With Limits: AI Law Firm Case Management Software?
We recommend building it with Base44.
How long does it take to build Yes, With Limits: AI Law Firm Case Management Software with AI?
Estimated build time: None.
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Last reviewed: Nov 4, 2026




