Matters & workflow
Matter types with configurable workflow steps, tasks, notes and documents. Each step can trigger the actions that should follow it.
Case management for law firms
The AI prepares the work.
Your team approves it.
CaseSteward is a case-management platform where AI drafts the next step on every matter, ready to run: the deadline calendared, the letter drafted, the client update written. A person on your team approves each one. Nothing goes out without that approval.
Built first for California workers’ compensation, employment and personal injury firms.
Action queue · Example matter (sample data)3 ready
Deadline Calendar QME panel strike deadlineDue Nov 13 · prepared from the panel assigned Nov 3
Why this action
- Case facts
- QME panel assigned Nov 3, 2026 Document: Panel list, p.1; the firm represents the applicant Field: Role.
- Rule relied on
- Cal. Lab. Code § 4062.2(c): each side may strike one name from the panel within 10 days of its assignment.
- Deadline math
- Nov 3 + 10 days= Fri, Nov 13, 2026Reminder set 3 days before
Sample data. Every source links back to the matter, so a reviewer can open each one before approving.
ApproveEditReject
LetterClient update in Spanish: next appointmentDraft ready · sends to client portal on approval
StepAdvance to “Medical-legal evaluation”Assigns tasks to the case manager and paralegal
The action queue
More than suggestions. Work that’s ready to approve.
Most legal AI suggests what to do next. CaseSteward’s AI does the preparation. Each matter gets a queue of finished actions, and each one shows its reasoning when you open it.
- 1
Prepared
The AI reads the matter’s fields, documents and workflow step, then prepares the action itself: a calendared deadline, a drafted letter, a client update, an invoice, a staged e-signature.
- 2
Explained
Open any action to see the why: the case facts it relied on, cited to the matter’s own fields and documents; the statute or rule; and the deadline math, step by step.
- 3
Approved
An authorized person approves, edits or rejects it. Only then does it run. Every decision is written to the audit log.
Calendar a deadlineDraft a letterSend a client updateAdvance a workflow stepGenerate an invoiceStage an e-signaturePrepare a proof of servicePrepare certified mailPrepare an EAMS filing (planned)
One platform
Everything a firm runs on
Intake & sales
A separate pipeline from lead to consult to retainer to signed. Phone and SMS integrations, e-sign for retainers, and one click to open the matter.
Client portal
Mobile-first, in English and Spanish. A plain-language case timeline, messages, document upload, e-sign, invoices, and an assistant that answers only from the client’s own case.
Time & billing
Time tracking, invoices and operating funds in and out. (CaseSteward doesn’t do trust accounting.)
Permissions
Layered by practice area and matter type, matter, assignment, party and feature. Enforced on every screen and every AI action.
Audit & admin
An append-only audit log of who did what, when, and what changed. An admin portal for users, roles, matter types, steps and rates.
Security & ownership
Your data, your AI key, your cloud
CaseSteward isn’t a black box. Each firm connects its own AI provider key (OpenAI, Azure OpenAI, Anthropic or Google), so the AI runs under the firm’s own account. The platform runs in the firm’s or vendor’s own cloud, and it’s ready for Azure.
How security works- Your own AI key. The AI runs under your account with your provider. You see the usage.
- Permissions apply to the AI too. The assistant can only see what the person asking can see.
- A person approves every action. Nothing is sent, filed or charged without approval.
- Append-only audit. Every approval, edit and view is recorded and can’t be changed.
See it on a sample case
We’ll walk through the action queue, the client portal and intake on sample data. Pricing: talk to us.