The CRM
Every matter, every deadline, on one screen.
The opinionated CRM that thinks in stages — not free-form lists. Intake, qualification, treatment, demand, settlement. Each one carries the SLAs, required fields, and automations a plaintiff firm actually uses.
Pipeline
Stages that mean something.
Move a case from treatment to demand and the demand deadline starts ticking, the demand template is pre-filled with the client's facts, and the partner gets a Slack ping. Forward motion triggers forward motion.
Contacts
One record for the human, every role they play.
A client is also a witness. A defense adjuster shows up on six matters. Oathdesk threads contacts across cases without duplicating them, so consent forms, conflict checks, and call logs stay clean.
The day-to-day
Built around the way plaintiff firms actually work.
Deadline engine
Statute-of-limitations, demand-response, lien-resolution — calculated from facts on file, not memorized by your paralegal.
Intake forms
Public, embeddable intake forms feed the CRM directly. No CSV exports, no re-typing into the matter.
Lien tracking
Medical, ERISA, Medicare. Oathdesk tracks every lien against the matter and flags settlement risk before you accept.
Templated demands
Demand letters pre-filled from the matter — facts, treatment summary, exhibits — drafted by Summaries.
Calendar + tasks
Two-way sync with Google and Microsoft calendars. Tasks roll up to the partner's morning brief.
Audit trail
Every field change is logged with who, when, and from where. Helpful for malpractice carriers and bar audits.