CaseFy for Legal
A contract isn't just signing. It's orchestrating.
Drafts, opinions, due diligence, investigations — everything that happens between the request and the signature needs orchestration. Not more emails.
Free for up to 3 users. No credit card required.
The draft went out. Now what?
The contract has been with the counterparty for 10 days. The General Counsel asks for the status. Nobody can answer. The lawyer opens email, searches for the latest draft version, finds three different threads, and still isn't sure whether the counterparty has returned comments.
The following week, audit requests evidence from an internal investigation closed six months ago. The compliance team opens Drive, digs through folders, cross-references emails, and assembles a dossier over 2 months — for something that should take an afternoon.
The business area requests a legal opinion via WhatsApp. Legal receives the demand but has no way to prioritize, doesn't know how many opinions are open or what the SLA is. The request enters the invisible email queue and resurfaces 15 days later as a complaint.
What if every contract, opinion, and investigation had a complete story — from request to closure?
From request to signature. Without losing the thread.
The contract doesn't stop at the draft.
Request, drafting, internal review, counterparty, approval, signature — every stage has an owner, a deadline, and a status. The entire contract lifecycle, visible.
The counterparty follows everything.
Exclusive portal via link. The counterparty reviews drafts, sends documents, and returns comments — no account needed, no 50 emails.
Decisions with substance.
Contract approval? Committee opinion? Formal decisions with justification, author, and timestamp — in the timeline, not in email.
AI that works for legal.
Agents review clauses, monitor contract expirations, and generate summaries for the GC. Automatically, inside the case.
Where legal software stops, CaseFy starts.
What legal software does well
What it doesn't do
In legal, the software handles court cases. The other 70% — contracts, opinions, due diligence, compliance — lives in email, WhatsApp, and spreadsheets.
Every legal demand becomes a complete case.
With stages, versioned documents, chained approvals, counterparty portal, and AI agents — all in one traceable place.
Everything legal software lacks. Everything legal needs.
Stages with SLA
Never again a contract stalled without anyone noticing. Automatic alerts per stage.
Versioned documents
Draft v1, v2, v3 — in the case history, not in email folders.
Traceable decisions
Who approved the contract, when, and why. In the timeline.
Counterparty portal
Draft review, document submission, and signature — all via link, no login.
Digital signature
Contract signed inside the process, at the right stage, with traceability.
AI Agents
Review clauses, monitor expirations, and summarize the case for the GC.
Complete timeline
Every action recorded. For audit, compliance, or peace of mind.
Stage automations
Contract approved? Counterparty notified. Expiration approaching? Alert.
Start in minutes.
Build your legal template
Define stages, documents, approvers, SLAs, and automations. Use a ready-made template or build from scratch.
Open a case for each demand
Each contract, opinion, or investigation gets its own life: documents, tasks, decisions, and timeline.
Involve the counterparty
Portal via link to review drafts, submit documents, and sign — no account needed.
Let the platform work
Automations move stages, AI reviews clauses, alerts enforce deadlines.
Start with one click.
Contract Management (CLM Light)
9 stagesFrom request to signature. Full contract lifecycle with SLAs, approvals, and counterparty portal.
Internal Legal Opinion
8 stagesFrom request to opinion. Triage, analysis, manager review, and delivery with tracking.
Due Diligence
10 stagesKickoff, scope, collection, red flags, report. Hundreds of items instead of spreadsheets.
Compliance Investigation
10 stagesFrom complaint to closure. Interviews, opinion, committee, and corrective action.
Regulatory Process
10 stagesIdentification, filing, requirements, and response. Regulatory deadlines under control.
Corporate
8 stagesFrom drafting to registry filing. Documents, signatures, and corporate data updates.
Legal software vs. CaseFy — side by side.
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 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 — it complements them. They manage litigation. When operations need orchestration, CaseFy takes over.
Integration via webhooks + Zapier/Make. Native integrations coming soon.
The contract that closes is the contract nobody let stall.
Free for up to 3 users. Contract Management template ready to use.
The right process is already waiting for you.
Start free. No credit card, no migration, no hassle.