Briefcase - Comprehensive Legal Case Management & Beyond
End-to-end legal operations on Salesforce. Handle intake, marketing, cases, documents,
expenses and disbursements, workflows, analytics and Office 365 integrations
expenses and disbursements, workflows, analytics and Office 365 integrations
Briefcase is a complete, lawyer-designed solution that covers every aspect of running a law firm - from intake to analytics. It’s tailored for firms of any size, bringing together case management, document automation, financials, and workflows in one powerful platform.
Built natively on Salesforce, Briefcase delivers enterprise-grade reporting, flexible customization, and the ability to integrate with virtually any external system. This foundation ensures your firm can adapt, scale, and stay connected to the tools you already use.
Briefcase comes with built-in integrations, including:
Outlook Integration
Sync emails and events from Outlook directly to Briefcase, linking them to the right case.
AI Assistance
Draft court-ready legal documents with built-in AI, directly from your Briefcase document library.
QuickBooks Integration
Connect Briefcase financials with QuickBooks Online to manage checks, deposits, and reporting.
Word Plugin
Edit documents locally in Word and instantly update the corresponding file in Briefcase.
Document Generation
Merge templates with case data from Briefcase to create accurate, ready-to-send legal documents.
Client Portal
Provide clients and co-counsel secure, limited access to case information via a connected web portal.
A picture is worth a thousand words
Here’s a look at Briefcase and its connected solutions:
What Are the Benefits of Using Briefcase for Your Legal Practice?
Briefcase is designed for legal professionals by legal experts with over 15 years of experience in the domain, delivering a platform built to streamline and elevate every aspect of a law firm’s operations:
Advanced Reporting & C-Level Insights - Real-time analytics to drive informed decisions.
Flexible Customization & Workflows - Adapt Briefcase to your firm’s unique processes.
Market-Leading Document Management - Organize, track, and collaborate on legal documents seamlessly.
Pre-Built & Custom Integrations - Connect with popular tools or create tailored integrations.
Consistent Case Management - Maintain data integrity and structured workflows across all cases.
Automated Intake & Case Conversion - Streamline client intake and transform leads into cases efficiently.
Designed to scale
Briefcase is highly scalable, delivering robust functionality right out of the box while allowing full customization to meet any firm’s unique needs. With a variety of APIs, it seamlessly integrates with third-party systems. Data integrity and advanced reporting ensure executives have real-time access to dashboards monitoring all key firm metrics.
Clear Intake, part of Briefcase, streamlines client intake, automatically capturing leads and converting them into active cases, saving time and reducing errors in the intake process.
Briefcase combines flexibility, scalability, and comprehensive functionality to help law firms operate efficiently while maintaining data accuracy and executive oversight.
In Collaboration with GoBriefcase
Our dearest partners at GoBriefcase brought their legal expertise and vision to the entire product lineup. We’re proud of this collaboration and love working together to make the legal world smarter, more efficient, and better for firms everywhere.
Getting started with us
Get in touch with us today to learn more about Briefcase and receive a personalized quote for your firm. Discover how our Salesforce-native solution can streamline operations, enhance reporting, and optimize workflows. With Briefcase, your legal practice can evolve to entirely new levels of efficiency, organization, and client service.