A contract isn't just signing.
It's orchestrating.
From request to signature, from complaint to compliance report — orchestrate every contract, opinion, due diligence and regulatory process in one place.
Free for up to 3 users. No credit card required.
Legal software stops here.
After logging the case and generating the litigation report, your legal operations enter no man's land.
What legal software does well
What it does NOT do
In legal, the software handles court cases. Contract operations, opinions and investigations live in email, WhatsApp and spreadsheets.
Sound familiar?
“The contract has been with the counterparty for 10 days and nobody knows the status.”
“The business area requests opinions via WhatsApp and follows up by email.”
“Due diligence with 200 items in a spreadsheet nobody updates.”
“Audit requested investigation evidence and it took us 2 months to gather.”
Every legal demand becomes a case.
A case is the complete lifecycle of the operation — with versioned documents, chained approvals, counterparty portal and AI agents.
Everything legal software lacks. Everything legal needs.
Stages with SLA
Never again a contract stalled without anyone noticing. Automatic alerts per stage.
Documents + Versioning
Draft v1, v2, v3 — all in history. No more lost versions in email folders.
Decisions
Contract approval with formal justification and audit trail. Who approved and why.
External Portal
Counterparty reviews and sends documents without 50 emails. Structured collaboration.
Digital Signature
Digital signature inside the process, at the right stage, with full traceability.
AI Agents
Doc Reviewer reviews clauses. Deadline Guard alerts expirations. Summarizer summarizes for the GC.
Timeline
"Who approved that clause?" — it's in the timeline, with date, time and justification.
Automation
Contract approved? Counterparty notified automatically. Expiration approaching? Alert.
4 steps to orchestrate legal operations
Create your legal template
Define stages, documents, approvers, SLAs and process automations.
Open a case for each demand
Each contract, opinion or investigation becomes a case with its own lifecycle.
Involve the counterparty
External portal to review drafts, send documents and sign without email.
Let AI work
Agents review clauses, monitor deadlines and generate summaries automatically.
6 templates for legal operations
Contract Management (CLM Light)
9 stagesRequest, drafting, internal review, counterparty send, negotiation, approval, signature, archive and active.
Internal Legal Opinion
8 stagesRequest, triage, analysis, research, opinion, manager review, delivery and completed.
Due Diligence
10 stagesKickoff, scope, collection, area analysis, red flags, preliminary report, review, final report, delivery and completed.
Compliance Investigation
10 stagesComplaint receipt, triage, preliminary analysis, investigation, interviews, opinion, committee decision, corrective measure, monitoring and closure.
Regulatory Process
10 stagesIdentification, collection, request drafting, internal review, filing, follow-up, requirements, response, approval and completed.
Corporate
8 stagesRequest, document drafting, review, partner approval, signature, registry filing, corporate data update and completed.
Numbers that matter
CaseFy vs. Traditional Legal Software
Built for the most regulated legal operations
Decision Traceability
Immutable timeline records every approval, opinion and decision with author and timestamp.
Professional Secrecy / LGPD
90+ granular permissions protect sensitive data and ensure segmented access.
Legal and Contractual Deadlines
SLA per stage with automatic alerts + Deadline Guard agent monitoring expirations 24/7.
Audit Evidence
Timeline + documents + decisions = evidence ready, not 2 months of searching.
Investigation Confidentiality
Per-case permissions ensure only involved parties access sensitive investigations.
Chinese Wall
Access segregation per case prevents conflicts of interest between teams.
Use with your legal software. Not against it.
CaseFy doesn't replace SAJ, Themis or Thomson Reuters. CaseFy orchestrates the contractual and regulatory operations those systems don't cover.
Integration via webhooks + Zapier/Make. Native integrations coming soon.
Legal operations need more than case management software.
Start free with the Contract Management template. No credit card, no migration.
Free for up to 3 users. Templates ready to use.