The smarter way to manage every case, start to finish.
Core Essentials
Client and Contact Management
theCaseWork™ streamlines the essential functions of professional services work into one clean, dependable system. Client and contact management keeps every relationship organized and accessible,
Case Management
While structured case management ensures each engagement has a clear, centralized home.
Tasks and Events
Tasks and events integrate directly into the workflow, helping teams stay ahead of deadlines and commitments without juggling multiple tools.
Notes and Documents
Within each case, notes and documents are stored in context—making it effortless to capture insights, reference key information, and maintain continuity from start to finish.
Together, these features create a cohesive operational backbone that supports clarity, accountability, and consistently excellent client service.
Advanced Case Execution
Case Engagement Document
theCaseWork™ elevates case execution with advanced tools designed to bring structure, transparency, and momentum to every engagement. Each case begins with a formal engagement document, giving teams a clear scope, defined expectations, and a shared point of reference from day one.
Milestones
Milestones provide a guided path through the lifecycle of the work, breaking complex engagements into manageable phases that are easy to steward and track. Within each milestone, tasks and events are organized in context, ensuring that deadlines, deliverables, and touchpoints stay aligned with the broader strategy of the case.
This layered structure transforms casework from a series of disconnected actions into a disciplined, predictable process—one that supports accountability, strengthens client confidence, and keeps teams moving forward with purpose.
Templates for Consistency & Speed
Engagement Document Templates
theCaseWork™ strengthens consistency and accelerates onboarding with powerful template features that bring standardization to the forefront of professional casework. Engagement document templates allow firms to define a clear, repeatable starting point for each case type, ensuring that every new engagement begins with the right structure, language, and expectations already in place.
Case Templates
Case templates extend that same efficiency to the creation of new matters, enabling teams to spin up cases that share common information, workflows, or milestone structures with just a few clicks. By embedding best practices directly into the system, these templates reduce setup time, eliminate guesswork, and help every case begin on solid, well‑organized footing.
Time, Expenses & Billing
Time Tracking & Expense Management
theCaseWork™ brings clarity and control to the financial side of professional services work with integrated time tracking, expense management, and invoicing tools. Each case can be designated as hourly or fixed‑price, giving teams the flexibility to bill in the way that best fits the engagement.
Time tracking captures both billable and non‑billable hours in context, while expense management keeps a clean record of costs incurred throughout the work.
Invoices
When it’s time to bill, the invoicing feature compiles the relevant time and expenses into a polished PDF invoice for a selected period, ready to send directly to the client. Users can also track payment status, ensuring every invoice is accounted for and nothing slips through the cracks.
Together, these features create a streamlined, transparent billing workflow that supports accuracy, professionalism, and timely revenue collection.
Insights & Performance Visibility
Case Insights
theCaseWork™ turns operational data into clear, actionable intelligence through its powerful Insights feature. At the case level, users can view execution insights that reveal progress, activity patterns, and overall case health, alongside billable insights that break down time and revenue contributions—including the ability to filter by individual team members for user‑specific billable visibility.
Account Insights
At the account level, Insights expand into a broader operational dashboard, offering trends across all cases with filters for client, case type, and selected time periods. Account‑level billable insights provide a consolidated view of revenue performance, helping teams understand workload distribution, financial outcomes, and opportunities for improvement. Together, these insights give firms a deeper understanding of how work is executed and how value is delivered.
