CaseHQ Client Management
Manage every case.
Automate what comes next.
CaseHQ is an AI-powered Client Management System built for personal injury and mass tort firms. Manage cases, tasks, documents, communications, calendars, workflows, and firm data in one connected system, while automation helps keep work moving across the entire caseload.
How it works
Your case management system should do more than store information
CaseHQ turns changes in your case data into action. When something happens on a case, your firm’s workflows determine what comes next. CaseHQ can automatically assign the task, generate the document, send the communication, update the record, or advance the case.
- 01
Information changes on the case
A date is set, a status changes, a task is completed, or other case information is updated. Because that information is structured on the case, the system can use it to determine what happens next.
Contract Pending SignedCASE-2841
Rosa Delgado
StatusPendingSignedInjury dateJun 2, 2026Structured on the case, so the next step can run.
- 02
Your rules determine what comes next
Configure automations around the way your firm works. Rules can update fields, assign tasks, send communications, generate documents, and wait for required work to be completed before continuing.
Welcome sequence
On status → Signed
Assign task
Request medical records
Send email
Welcome letter from case data
Wait
Until HIPAA is signed
- 03
The work gets done
The appropriate team member receives the task, the communication can be sent, and documents can be generated from templates using information already stored on the case.
AKAvery Kim
Assigned · due in 5 days
Request medical records
Rosa Delgado · CASE-2841
Welcome letter.pdf
Generated from the case
- 04
The case keeps moving
When the configured requirements for a phase are complete, the case can advance and the workflows for the next phase can take over.
Personal Injury Default
Intake Intake completeDocument Collection Document Collection now activeNext-phase workflows take over.
Repeats throughout the case lifecycle
Capabilities
Run the work behind every case
Turn the way your firm works into connected tasks, calendars, workflows, automations, communications, documents, and caseload views—so your team always knows what needs to happen next.
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CaseHQ turns repeatable firm processes into workflows and automations. When a case enters a phase or information changes, the system can create and assign tasks, update fields, generate documents, send communications, and move work forward according to the rules your firm defines.
- Workflows: Define the phases and processes each case type follows.
- Automations: Trigger tasks, field updates, communications, documents, and workflow actions based on case activity.
- Wait conditions: Hold an automation until required work is complete before continuing.
- Templates: Generate letters, emails, Word and PDF documents, and text messages from case data.
- Task management: Assign and track work at the case level and across the firm.
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Tasks, deadlines, appointments, events, and case activity stay connected to the matters they belong to. Your team can see what needs to happen today, what is coming next, and who is responsible—without managing the case across separate systems.
- Built-in calendar: View scheduled case activity, appointments, deadlines, and events in CaseHQ.
- Firm-wide & case-level tasks: Manage work across the firm while keeping every task connected to its matter.
- Assignments & due dates: Keep responsibility and timing visible to the team.
- Case workspace: See the work, activity, and information connected to an individual matter in one place.
- Workflow-generated work: Use automations to create and assign the next work when configured conditions are met.
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A spreadsheet can show what is in a caseload. CaseHQ lets your team use the information. Filter cases by the fields your firm tracks, save the views different teams need, and take action across the resulting group instead of working one file at a time.
- Bulk actions: Update, assign, or communicate across a filtered group of cases.
- Lists: Organize cases by litigation, case type, settlement track, or other firm-defined groupings.
- Saved views: Preserve the filters, columns, sorting, and working views each team uses.
- Tags: Label and organize cases around the way the firm works.
- Dashboards and reporting: Maintain real-time visibility into case progress, caseload status, and firm operations.
Case Created
Configure when this automation starts.
Trigger
Filters
Suggested actions
- Send Email action
- Assign Task action
- Notify User action
- If/Else Condition action
Jul 12-18, 2026
Sun
12
Mon
13
Tue
14
Wed
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Thu
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Fri
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Sat
18
10:00 Client dep prep
Delgado · Conf. B
1:00 Review records
Task · Avery Kim
9:00 Status conference
District Court
3:00 Mediation
Okafor · Zoom
Built for how plaintiff firms actually manage cases
36%
of surveyed lawyers reported having specialized practice software at their firms.1
Plaintiff work asks more of a system than storing case notes, documents, deadlines, and contacts. CaseHQ connects the information on a case to the work that needs to happen next—so your firm’s processes become repeatable workflows instead of relying on someone to remember every next step.
When a date changes, a task is completed, or a case reaches a new phase, your firm’s workflows determine what comes next. CaseHQ can automatically assign the task, generate the document, send the communication, update the record, or advance the case.
High-touch client care shouldn’t require high-touch administration.
1 American Bar Association, 2023 Practice Management TechReport. The ABA reports that 36% of respondents had specialized practice software at their firms.
A case record built around how your firm works
Structure each case around the people, information, work, and data your practice needs—then use that structure to power workflows, reporting, automation, and day-to-day case management.
Custom Fields
Capture the data points your firm and each case type or litigation need as structured fields you can filter, report on, and use in workflows and automations.
Custom Records
Define the additional record types your practice needs, such as treaters, facilities, or other case-specific entities.
People and Organizations
Maintain the clients, witnesses, treaters, companies, facilities, law firms, and other people or organizations connected to a matter without recreating the same information throughout the system.
One Case Workspace
Bring the matter’s timeline, parties, tasks, calendar events, documents, communications, notes, and case data together in one connected workspace.
Everything your team needs to manage the work
Move from an individual case to firm-wide work, calendars, caseload views, workflows, and reporting without leaving the system your team works from.
Case workspace
Everything about a matter on one screen: the activity timeline, contacts and parties, tasks, documents, communication history, notes, and the fields your firm tracks.
Activity
rosa.delgado@email.com
(314) 555-0142
AI that helps your team understand the work and act on it
Use AI on an individual case or across your caseload to find information, summarize records, identify what needs attention, and assist with the work, all while keeping judgment and decision-making with your team.
Understand the case
Summarize records and case information so your team can get oriented quickly without starting from page one.
Find what needs attention
Surface missing information, incomplete work, or cases requiring attention based on the information available in the system.
Work across the caseload
Ask questions and identify patterns or priorities across case data, where supported by the production AI assistant.
Bring your cases in and connect the rest
CaseHQ connects the client and case data your team works from to the rest of the SimplyConvert platform, so information captured once can keep doing work as the case progresses.
Bring your caseload in
Start CaseHQ with the matters your firm already has rather than waiting for new cases. The implementation approach can be based on the data and systems your firm is moving from.
Add the CaseHQ Client Portal
Extend CaseHQ to your clients with the CaseHQ Client Portal & Mobile App. Clients get a secure place to follow their case, complete tasks, provide information, and sign documents, while your team continues managing the case in CaseHQ Client Management.
Work across the SimplyConvert platform
Connect CaseHQ Client Management with other SimplyConvert products so structured client and case information can support what comes next across the SimplyConvert platform.
Work with specialized providers
Connect supported specialized providers and services to the case-management process where confirmed integrations or workflows are available.
The same system for one case or an entire caseload
Personal injury and mass tort firms operate differently. CaseHQ is built for both: from managing an individual matter through its unique case lifecycle to applying standardized workflows and bulk actions across an entire caseload.
Mass tort
Manage large inventories with repeatable workflows, litigation-specific lists and fields, saved views, reporting, and bulk actions that let your team work across groups of cases at once.
Personal injury
Keep each matter on the path it requires, with tasks, deadlines, calendar events, documents, communications, and workflows organized around the case from treatment through resolution.
What firms ask before switching to CaseHQ Client Management
The questions operations teams ask before they move a caseload.
Still have a question?
Walk through the system with us, from a single case workspace to the automations behind an entire caseload.
How is CaseHQ different from traditional case management software? +
Many case management systems primarily store information about what has happened on a case. CaseHQ uses structured case data, workflows, and automations so information can also help drive what happens next. A date, status change, completed task, or other case event can trigger the next task, communication, document, field update, or workflow based on rules your firm defines.
Will our team have to rebuild our processes to use it? +
CaseHQ workflows can be configured around the phases and processes your firm uses for each case type or litigation. The goal is to put your firm’s process into the system rather than force every matter into one generic workflow.
Does CaseHQ include calendaring? +
Yes. CaseHQ includes a built-in calendar so your team can manage scheduled case activity, appointments, deadlines, and events within the same Client Management System used for cases, tasks, documents, communications, and workflows.
Can one system handle personal injury cases and mass tort caseloads? +
Yes. Personal injury matters can follow case-specific workflows, while mass tort teams can use repeatable workflows, litigation-specific lists and fields, reporting, saved views, and bulk actions across larger inventories.
Does CaseHQ Client Management work with CaseHQ Client Portal & Mobile App? +
Yes. They are separate, connected products. CaseHQ Client Management is the system your team uses to manage cases and firm operations. CaseHQ Client Portal & Mobile App is the client-facing experience where clients can stay informed, complete tasks, provide information, and sign documents. Firms can use CaseHQ Client Management with or without the Client Portal.
Do we need Mass Torts 360 to use CaseHQ Client Management? +
No. CaseHQ Client Management is a standalone Client Management System. Mass Torts 360 adds litigation-specific mass tort workup capabilities, including configurable litigation workflows, connected claimant workup, structured litigation data, deficiency management, reporting, and litigation-specific technology for firms or coordinated groups that need them.
How does automation affect client communication? +
Automation can handle routine communications your firm has defined when a case reaches the appropriate point, reducing delays and repetitive administrative work. Communications that require judgment, context, or a personal conversation remain with the team. The goal is not to replace client relationships; it is to give the team more capacity for them.
Built for plaintiff firms managing real caseloads
“Since integrating SimplyConvert into our operations, we have been able to expand our practice without increasing our team size, and we are managing a higher volume of cases without sacrificing the personalized attention that our clients deserve. Streamlining our intake process with SimplyConvert has allowed us to auto-retain more clients per month without significantly increasing the administrative burden on our team, so we can focus on providing quality legal representation to our clients.”
Sean T. Keith
Attorney/Owner, Keith Law Group
“Our firm has used SimplyConvert's platform since inception. The platform's development and tools have allowed us to increase our intakes by nearly 1,000%. We also have access to data and analyses that previously couldn't even be considered. From this, we've not only become more efficient, but we've developed into better counselors for our clients because our response time is quicker and our ability to discern and analyze problems is more robust. The system continues to adapt and improve, which gives us comfort in knowing that we're always progressing.”
Tyler Schneider
Partner, TorHoerman Law LLC
“The platform is incredibly easy to understand and use with reports on leads and signed cases at our fingertips at any time. Integration with our firm's case management system was quick and pain-free.”
Paula Bliss
Co-Founder and Partner, Justice Law Collaborative
Run your caseload with less manual work
See how CaseHQ brings cases, tasks, calendars, documents, communications, workflows, automation, and reporting together so your team can keep work moving and focus more time where people are needed most.