OPERIGENT CASE MANAGEMENT
LEGAL CASE MANAGEMENT SOFTWARE
More Than Case Management. A Connected Operating System for Your Firm.
Operigent connects case data, documents, workflows, deadlines, communication, e-signatures, calendars, reporting and AI in one platform — helping your team manage the complete case lifecycle.
- Secure
- Configurable
- AI-Powered
The Difference Isn't Just the Features. It's How They Work Together.
Operigent connects your case data, work, documents, communication, deadlines, signatures and insights around the same case.
Configure
Build the records, forms, views and relationships your firm needs.
Operate
Manage cases, assignments, activities, deadlines and documents.
Automate
Trigger tasks, reminders, escalations, document actions and follow-up.
Understand
Use reports, dashboards, document intelligence and AI.
From Case Intake to Resolution — One Connected Workflow
Every record, activity, document, deadline, communication and decision stays connected throughout the case lifecycle.
01. Intake
Capture case information and create the case.
02. Case Setup
Connect clients, parties, providers and insurers.
03. Workflow
Assign work, deadlines and follow-ups.
04. Documents
Collect, classify, review and analyze documents.
05. Communication
Keep emails, notes and notifications connected.
06. AI + E-Sign
Analyze documents and collect signatures.
07. Resolution
Track settlement activities and outcomes.
08. Insights
Use reports, dashboards and AI to understand your caseload.
Powerful Capabilities. Connected to Your Cases.
Purpose-built capabilities work together around every case, helping your team move from information to action.
- Document Management
Organize, tag, review, annotate and version case documents — all connected to the case.
- AI Document Intelligence
Ask questions about documents, extract key information and uncover what matters faster.
- Workflow Automation
Turn every case event into the next action. Assign tasks, set deadlines, send reminders and automate follow-up.
- Calendar & Deadlines
View case deadlines, hearings, meetings and tasks in one connected calendar.
- Communication
Keep emails, notes and notifications connected to the relevant case record.
- Document Generation & Templates
Generate documents from case data using reusable templates and merge fields.
- E-Signature
Send documents for signature, track progress, capture evidence and continue the workflow.
- AI Reports & Analytics
Describe the question. AI builds the report. Refine it. Drill into the underlying data.
Why Firms Choose Operigent
One Source of Context
Case data, people, activities, documents, communication and signatures stay connected.
Less Manual Work
Automate assignments, reminders, document routing and follow-up.
AI Where You Work
Use AI with case documents, reports and operational questions.
Built Around Your Firm
Configure records, workflows, views and processes around how your team works.
Actionable Insights
Move from dashboard numbers directly to the underlying records.
Governed Access
Control roles, permissions, document access and audit history.