Every case moves forward automatically.
When a case moves to a new stage, Lextiff automatically creates the right tasks, notifies the right people, and updates the case status — without anyone having to remember.
14-stage default pipeline · fully customizable per firm
Most firms manage case progress manually.
Without automation, moving a case forward means remembering what tasks to create, who to notify, and what status to update — every single time, for every single case. Things get missed. Cases stall. Partners have to chase status updates.
Lextiff's case stage automation removes that burden entirely. Define the workflow once. Every future case follows it automatically.
14-stage default pipeline
Built around how plaintiff firms actually work.
Every new firm starts with a complete, pre-configured 14-stage pipeline designed specifically for plaintiff practice — from intake through disbursement. Customize the order, rename stages, or add your own.
Intake
Case received, initial facts gathered, intake form complete.
Investigation
Witnesses identified, evidence collected, investigation plan defined.
Active Treatment
Client receiving ongoing medical treatment.
Medical Records Pending
Records and billing requested from all providers.
Chronology Complete
Medical chronology compiled and reviewed for completeness.
Demand Preparation
Demand letter drafted, exhibits compiled.
Demand Sent
Demand package sent, response deadline calendared.
Negotiation
Settlement offers evaluated, client authorization confirmed.
Litigation
Complaint filed, SOL deadline confirmed.
Mediation
Mediation scheduled, statement and analysis prepared.
Settlement
Terms documented, client approval obtained, releases prepared.
Funding / Trust
Funds disbursed to trust, closing statement prepared.
Disbursed
All disbursements cleared, trust ledger closed.
Closed
Case formally closed — compliance-gated, partner approval required.
Case status updates automatically as cases move through the pipeline — no manual status tracking required.
What happens automatically
Move a case forward. Everything else follows.
When a case advances to a new stage, three things happen automatically — with no manual steps required from your team.
Tasks created automatically
The right tasks are created and assigned to the right person — attorney, paralegal, or legal assistant — with the correct priority and due date. No one has to remember what needs doing next.
Team notified instantly
The assigned attorney or paralegal is notified the moment a case moves forward, so nothing waits in a queue or gets lost in email.
Case status updated
The case status updates automatically based on the new stage — intake, pre-litigation, negotiation, litigation — keeping your dashboard and reports accurate without manual updates.
Example — Intake → Investigation
When a case moves from Intake to Investigation, Lextiff automatically:
Review intake facts and define investigation plan
Identify and document witnesses / obtain contact information
Collect and preserve available incident/evidence records
Status automatically set to Pre-Litigation
Stage change, tasks, and status update all recorded with timestamp and user
Assigned attorney and paralegal notified instantly in-app
The difference automation makes.
What managing case progress looks like without Lextiff vs. with it.
❌ Without automation
✓ With Lextiff
Customizable per firm
Your workflow. Your pipeline.
Every firm works differently. Lextiff gives you a complete 14-stage default pipeline on day one — and full control to customize it from there.
Drag-and-drop reorder
Reorder your pipeline stages to match exactly how your firm processes cases — no developer required.
Rename any stage
Call it "Active Investigation" or "Records Collection" — your terminology, your workflow.
Add custom stages
Every practice area is different. Add stages specific to your firm's process.
Custom automation rules
Define exactly which tasks, notifications, and status updates happen on each transition — firm-specific.
Settings → Case Stages
Drag to reorder · click to customize
⚖️ Closing a case stays in your hands.
Stage automation handles everything up to disbursement — but closing a case in Lextiff requires explicit partner or owner approval. No automation can silently close a case. This compliance gate ensures the right person reviews every case before it's formally closed, protecting your firm from accidental or unauthorized closures.
Works with every part of Lextiff.
Built for plaintiff attorneys who win.
Stop managing case progress manually. Let Lextiff handle the workflow so your team can focus on the work that matters.
No credit card required · Setup same day · Cancel anytime