Streamline Case Management & Firm Operations

Streamline Case Management & Firm Operations

Streamline Case Management & Firm Operations

Keep documents, deadlines, tasks, emails, and billing attached to the case they belong to. Move matters forward with custom stages and automated task lists - all in one platform.

  • Logo
  • Logo
  • Logo
  • Logo
  • Logo
  • Logo
  • Logo
  • Logo
  • Logo

Turn every inquiry into a client-ready case

See the whole case at once

Documents, deadlines, tasks, emails, and billing live on the matter—not scattered across five other tools.

Move matters forward automatically

Custom case stages generate the right task list for every case type and route each task to the right person.

Never rebuild context

Every file, update, and message stays attached to the case, so anyone on the team can pick it up cold.

Case Management

Case Management

Run every case from a single workspace.

Case Workspace

Updates, calendar, emails, documents, tasks, and billing as tabs on the matter itself. Stop hunting across tools for case context.

Case Stage

Build a stage pipeline for each case type—intake through closed—and see exactly where every case stands.

Case Health

Mark cases on track or at risk so nothing quietly stalls between deadlines.

Internal Case Updates

Post notes and updates for your team on the case, separate from anything the client sees.

Calendaring

Calendaring

Every deadline, hearing, and meeting tied to the case.

Case- Linked Events.

Add hearings, deadlines, and meetings directly to a matter so the case calendar is always current.

Firm-Wide Calendar.

See individual and firm schedules in one view instead of cross-checking calendars for availability.

Calendar Sync

Two-way sync with Google Calendar and Outlook, plus Zoom for remote appearances and consults.

Booking Pages

Share your availability and let clients book with the right attorney—no back-and-forth email.

Tasks & Workflows

Tasks & Workflows

Stop rebuilding the same task list for every case.

Case Stage Task Templates.

Each stage generates its task list automatically, so a new matter arrives already organized.

Auto-Assignment

Route tasks to the right team member by role instead of assigning them one at a time.

Custom Review Chains

Build your own statuses—staff, senior, principal, and partner review—to match how work actually gets approved.

My Tasks, Firm Tasks, Case Tasks.

Work from your own list, the whole firm's, or a single matter's, with saved filters and views.

Documents

Documents

Draft, edit, and store case documents without leaving Clasp.

Microsoft 365 Editing.

Open and edit Word, Excel, and PowerPoint files right inside the case. No downloading, re-uploading, or untangling version history.

Clasp Drive.

Unlimited storage organized the way firms actually work—My Drive, Firm Drive, and per-case views.

Document Templates.

Generate routine documents from your firm's templates instead of copying and pasting from the last matter.

Search & OCR.

Full-text search across every document, including scanned PDFs, from anywhere in the platform.

Communication

Communication

Every conversation about the case, attached to the case.

Case Emails.

Connect Gmail or Outlook and case-relevant mail surfaces on the case—without flooding your personal inbox.

Secure Firm Messaging.

Every case gets its own internal channel, so team discussion stays with the matter instead of scattering across chat threads.

Client Workspace.

Invite clients to a secure portal to message your team, review documents, and sign—no email attachments.

Automated Reminders.

Email and text reminders for appointments, signatures, and requests, so you're not the one chasing clients.

Case Financials

Case Financials

Billing that keeps up with the work.

Case-Level Billing.

Invoices, time, expenses, and flat-rate fees for a case in one tab—with total spend and an itemized PDF.

Evergreen Trust Accounts.

Set a minimum trust balance for the case. When it drops below, Clasp charges the card on file.

Time Entries on the Case.

Log time against the case with a timer that's one click away from any screen.

Time Entries That Write Themselves.

Clasp's AI drafts entries from the work you already did in the platform. You just approve.

"Clasp gives our team one place to see what needs to happen next. Documents, deadlines, tasks, and client updates stay attached to the matter, so cases keep moving without the usual context hunt."

Taylor Brooks, Brooks & Hart Law

"Clasp gives our team one place to see what needs to happen next. Documents, deadlines, tasks, and client updates stay attached to the matter, so cases keep moving without the usual context hunt."

Taylor Brooks, Brooks & Hart Law

"Clasp gives our team one place to see what needs to happen next. Documents, deadlines, tasks, and client updates stay attached to the matter, so cases keep moving without the usual context hunt."

Taylor Brooks, Brooks & Hart Law

Why firms love us

What makes Clasp different

Clasp is the only practice management system built in the last decade. Here's what that actually gets you.

The only practice management system partnered with Microsoft 365.

Open and edit Word docs right inside Clasp. No downloading, re-uploading, or untangling version history.

Time entries that write themselves.

When work is scattered across six tools, billable hours vanish. Clasp's AI drafts your entries as you work. You just approve.

The only practice management system with automated Evergreen Trust Accounts.

Set a minimum trust balance. When a client's balance drops below it, Clasp charges the card on file.

Compliant with the most rigorous security and safety standards.

SOC 2 Type II. ISO 27001. GDPR. Zero AI training on your data.
Built for the confidentiality demands of the world’s leading legal teams.

SOC 2 Type II

We meet SOC 2 requirements to keep client data secure and compliant across all our systems.

SOC 2

ISO 27001

Certified against the internationally recognized standard for information security management.

ISO 27001

ISO 42001

Our AI governance framework gives clients confidence in how we build and run AI.

ISO 42001

GDPR

We operate under GDPR — the world’s strictest standard for data privacy.

GDPR

Run a more profitable, efficient firm.

Join the firms that trust Clasp to modernize their practice management.

Run a more profitable, efficient firm.

Join the firms that trust Clasp to modernize their practice management.

Run a more profitable, efficient firm.

Join the firms that trust Clasp to modernize their practice management.