A matter file with its audit history

Security

Built to be accountable.

How Casevoya protects your clients and your practice.

Every action, on the record.Uploads, reviews and payments appear in the file with who and when.

Screens show illustrative data for a fictional firm.

Access, by person and purpose.

Each person sees the records they need for their part of the file and nothing more. Two-step sign-in is on for every account, and every view of a sensitive record is logged.

Firm settings for roles and access
Two-step sign-in for staff and clients
Private records locked to the people they belong to
Support access only when your firm grants it, for a set time

Illustrative data.

Your clients' files, handled with care.

01

The right people see the right files

Role-based access for owners, case managers and clients. Clients only ever see their own file.
02

Every action is recorded

Uploads, reviews, messages and payments are logged with who and when.
03

Two-step sign-in

For your team and your clients.
04

Your data stays yours

Export your clients and documents at any time, including if you leave.
05

No claims we can't back

Casevoya is not affiliated with any government and does not file on your behalf. Hosting location and certifications will be published before launch.

Next step:a demo.

  1. 1Pick a time
  2. 230-minute walkthrough of an illustrative client file
  3. 3Try a sandbox with sample data
Book a 30-min demo