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See Your Caseload Exactly the Way You Want To

Filter and sort case information down to the fields that matter, then save the view as a firm-wide standard or keep it private to how you work.

One Table, Built Your Way

Every table pulls live case data — no exporting to a spreadsheet to get the view you need.

Firm-Wide Views

Build a standardized table everyone on your team can access and read the same way.

Personal Views

Create a private, personalized layout visible only to you, without changing anyone else's view.

Custom Filtering

Filter and sort by case status, deadlines, or client details to show only what matters right now.

How Data Tables Work

A data table pulls case information into one sortable, filterable view — status, deadlines, client details, or any other field you choose — so you can scan a whole caseload without opening individual case files.

Firm-wide views give your whole team the same standardized way to look at caseload data. Personal views are visible only to you, so you can tailor a layout to how you work without affecting what anyone else sees.

Filter and sort by the fields that matter for the task at hand, whether that’s upcoming deadlines, case status, or a specific client, so the table in front of you only shows what’s relevant.

Ready to Stop Exporting to Spreadsheets?