Case Management
Track each matter, hearing, document, payment, and task from a clean case timeline.
Bring cases, hearings, documents, invoices, staff tasks, and client communication into one secure workspace built for advocates and growing law firms.
Today in court
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Case workspace
Practice command center
Codex Advocate turns fragmented firm operations into a single, searchable source of truth.
Track each matter, hearing, document, payment, and task from a clean case timeline.
See hearings by day, week, or month, with reminders that keep the team ahead of deadlines.
Create invoices, record payments, manage recurring billing, and monitor client balances.
Take appointment requests from your own website around the clock, and send payment reminders to clients automatically.
Assign work by role, branch, and department while keeping permissions precise and auditable.
Organize files with versions, OCR search, signed downloads, and watermarking support.
Built for legal teams
Clients book appointments straight from your firm's own website, and payment reminders reach them automatically, so your team spends less of the day answering scheduling and billing calls.
Explore FeaturesLive matter workflow
Built for legal teams
Each firm gets isolated data, signed document access, audit logs, and permission-aware workflows designed for the sensitivity of legal work.
View PricingLive matter workflow
"The difference is focus. Everything our team needs for the day is visible before anyone starts asking for updates."
Plans that scale
Start free. Upgrade as your firm grows.
For individual advocates just getting started.
14-day free trial
For small firms with a handful of advocates and staff.
14-day free trial
Unlimited usage for large firms and corporate legal teams.
30-day free trial
Answers upfront
Yes. Every new firm starts on a free trial with no credit card required.
Yes. Tenant data is isolated, access is permission-aware, and important actions can be audited.
Clients do not get logins. Case files, documents, and billing stay inside your firm. What clients can do is book appointments from your public booking page and receive payment reminders by email.
Yes. You can upgrade or downgrade from subscription settings as your firm changes.
Ready when you are
Start with the workflows you use every day: cases, hearings, clients, documents, and billing.
Start Your Free Trial