Counsel Vision unifies intake, case management, documents, billing, calendaring, discovery and reporting on an intelligent, AI-driven platform. Simple enough for solos. Powerful enough for large firms. Built to automate the work that slows lawyers down.
Counsel Vision automates repetitive legal work, unifies firm operations, and keeps your entire practice running efficiently—whether you’re a solo attorney or a large, multi-office organization. From intake to invoices, AI helps your team work faster, deliver better outcomes, and scale without adding overhead.
Enterprise-grade oversight for corporate legal departments with real-time matter visibility, legal spend analytics, outside counsel performance tracking, and an integrated authority grant system that eliminates approval emails while giving General Counsel full control and transparency across every case.
AI-assisted timekeeping, intelligent billing capture, LEDES-ready invoicing, automated billing runs, and built-in online payments—helping your firm recover missed billable work, reduce administrative overhead, and get paid faster.
Transform complex legal work into structured insight faster. Counsel Vision’s AI assists with research, document analysis, drafting, timeline generation, and case evaluation—helping attorneys move from raw documents to actionable legal strategy while maintaining full professional judgment.
Automate the operational steps that move cases forward with AI-driven workflows. Define the stages of your legal process and let Counsel Vision trigger tasks, reminders, document generation, and notifications automatically as each matter progresses.
Automate deadline chains from trial dates, hearings, pleadings, filings, and other key matter events with AI-assisted date calculation, reminders, and firm-wide calendar visibility that help your team stay organized and keep every case on track.
AI-enhanced templates and automated document assembly so pleadings and forms are ready in minutes, not hours.
Prepare discovery responses faster with AI that combines approved model responses with intelligent case analysis. Counsel Vision generates a reliable base answer from vetted templates, then reviews your case documents to suggest enhanced responses tailored to the facts of the matter—allowing attorneys to compare, refine, and finalize responses while maintaining full professional control.
AI-powered client intake and legal CRM that captures case details, flags conflicts, qualifies leads, and builds structured client profiles instantly.
A structured, smart workspace for every matter—documents, deadlines, notes and tasks stay linked and searchable with AI.
Counsel Vision currently integrates with Egnyte for web-based document storage. If your firm uses another provider, ask us about available and upcoming integration options.
AI-enhanced reporting and analytics for revenue, utilization, deadlines, matter trends, billing, collections, and outcomes—giving your firm the visibility to forecast accurately, staff intelligently, reduce risk, and make better decisions with real data.
Tell us a little about your practice and we’ll schedule a personalized walkthrough of Counsel Vision’s AI-powered platform.
Counsel Vision gives General Counsel a clear, real-time view of every legal matter across their organization. Instead of chasing updates from multiple firms, leadership can see case activity, legal spend, attorney performance, and key documents from a single centralized dashboard.
The platform simplifies collaboration with outside counsel, speeds up decision-making, and gives corporate legal departments the visibility they need to manage litigation more strategically.
Portfolio-level summary of matters, spend, risk and outcomes.
Compare outside counsel on cost, speed and results.
Counsel Vision provides a centralized, AI-powered workspace where every case is organized, searchable, and continuously updated. Documents, deadlines, tasks, notes, and communications are automatically connected within each matter so attorneys always have a clear view of the full case lifecycle.
Instead of juggling emails, shared drives, and disconnected tools, your entire legal workflow lives in one structured platform built specifically for law firms.
From the moment a client engages your firm, Counsel Vision creates a matter workspace that keeps your team aligned, informed, and moving every case forward.
Every case is managed in a dedicated workspace that brings together documents, communications, deadlines, and activity in one place. Your team can instantly see the current status of the matter and what needs attention next.
Counsel Vision’s AI automatically organizes documents, communications, and notes so every piece of information is connected to the right matter and easy to find.
Critical deadlines and responsibilities are built directly into each matter so your team always knows what needs to happen next.
Give every attorney and staff member a clear view of each matter’s status, activity history, and next steps. Counsel Vision keeps your entire team aligned with real-time updates.
Whether your firm manages dozens of matters or thousands, Counsel Vision keeps every case organized, searchable, and easy to manage as your practice grows.
The result: a modern case management platform that keeps your firm organized, efficient, and fully in control of every matter.
Track status, owners, stages and deadlines for every case at a glance.
Standardize intake-to-resolution workflows for each practice area.
Counsel Vision simplifies the entire billing cycle — from time capture to invoicing to payment collection. Track billable work, generate professional invoices, and get paid faster through one platform built for law firms.
AI-assisted time capture, automated billing, and integrated payments help your firm recover more billable time and accelerate cash flow.
AI monitors matter activity and suggests billing entries so attorneys capture more of the work they already perform.
Manage time, expenses, and invoices in one structured billing workflow designed for law firms.
Prepare accurate, professional invoices with less manual effort and fewer billing delays.
Support corporate and insurance clients with LEDES-ready invoices and outside counsel billing requirements.
Enable clients to pay quickly and securely directly from their invoices.
The result: capture more billable time, send invoices faster, and improve cash flow across your firm.
Monitor sent, paid and overdue invoices in one clean view.
Offer secure online payments that sync back automatically.
Counsel Vision gives your firm AI-powered tools to summarize documents, perform legal research, draft work product, and analyze cases in minutes. Built specifically for law firms, the platform helps attorneys move faster across document review, case preparation, and litigation strategy—while maintaining full control over final legal work.
Turn raw documents and scattered facts into structured legal analysis, timelines, drafts, and research with AI tools designed for real legal workflows.
Access a growing suite of AI tools that help attorneys summarize documents, draft legal work, and perform research directly within each matter.
AI reviews case documents and records to extract key facts, issues, and insights so your team can quickly understand complex materials.
Automatically build a chronological timeline from case documents, helping attorneys quickly understand events and prepare for litigation.
Evaluate new matters faster with AI that reviews case facts and surfaces potential claims, strengths, and missing elements.
Generate working drafts, summarize records, and organize research in minutes—reducing time spent on repetitive legal tasks.
Counsel Vision is designed to enhance legal work, not replace attorney judgment. Every output is reviewable, editable, and fully controlled by your legal team.
The result: summarize faster, research smarter, draft more efficiently, and generate deeper case insights from the moment a matter begins.
Ask natural-language questions across your matters, documents, and legal work product.
Turn briefs, records, discovery, and case files into clear summaries, timelines, and draft-ready analysis.
Counsel Vision helps law firms prepare discovery responses faster by combining trusted model responses with AI-powered analysis of case materials. Start with approved language, then enhance responses with facts drawn directly from the matter’s documents, records, and communications.
Attorneys can compare model responses with AI-enhanced drafts, refine the language, and finalize submissions with full professional control.
Begin with vetted discovery templates and automatically incorporate case-specific facts from the matter record.
AI reviews pleadings, correspondence, and case documents to surface facts relevant to each discovery request.
Generate structured responses to interrogatories and production requests using information already captured within the matter.
Handle large discovery sets more efficiently by summarizing records and organizing facts around each request.
AI accelerates drafting while attorneys remain fully responsible for review, strategy, and final submissions.
The result: prepare discovery responses faster by combining trusted model language with AI-powered case analysis.
Quickly and easily analyze discovery and maintain model approved answers.
Quickly and easily process and anser discovery in hours not days.
Counsel Vision helps law firms manage deadlines, court dates, and reminders with automated calendaring built specifically for legal workflows. Instead of manually calculating dates or relying on scattered calendars, your team can generate connected deadline schedules from key case events.
With AI-assisted date calculations and firm-wide calendar visibility, attorneys and staff always know what’s due next—reducing risk and keeping every matter on track.
Trigger entire deadline schedules from key case events like hearings, filings, or trial dates.
Let the system calculate related deadlines automatically based on important case milestones.
See all hearings, deadlines, tasks, and reminders in one centralized calendar across your firm.
Define the deadline triggers and workflows that match how your firm actually manages cases.
Automated reminders and connected deadlines help ensure critical dates never slip through the cracks.
The result: a smarter legal calendaring system that automates deadline tracking, improves visibility, and keeps your firm ahead of every critical date.
Court dates, tasks and internal deadlines on a unified calendar.
Automate common jurisdictional rules and filing timelines.
Automate common jurisdictional rules and filing timelines.
Counsel Vision automates the operational steps that move a case forward. Instead of relying on manual checklists, emails, and scattered task management, your firm can create structured workflows that guide each matter from intake through resolution.
Trigger tasks, reminders, document generation, and team notifications automatically based on key case events—helping your firm maintain consistent processes while reducing administrative work.
Define repeatable workflows that move matters through each stage of a case automatically.
AI recognizes events within the matter and automatically triggers the next workflow step.
Reduce repetitive administrative work by generating tasks, reminders, and draft documents automatically.
Design workflows that match how your firm handles different case types and legal processes.
Track progress across every matter and ensure work moves forward without relying on manual follow-up.
The result: an intelligent workflow system that automates routine case management tasks, reduces administrative overhead, and keeps every matter moving forward.
We can create automated work flows for you when you sign up.
Workflows allow teams to easily manage cases through automated process tracking.
Counsel Vision helps law firms generate pleadings, motions, discovery, and legal correspondence faster using AI-enhanced templates and automated document assembly. Instead of manually rebuilding routine documents, your team can produce polished, matter-specific drafts using data already stored in the system.
From complaints and motions to letters and forms, Counsel Vision turns case information into ready-to-review documents in minutes.
Automatically populate legal documents with client and matter information to create accurate first drafts instantly.
Create litigation documents quickly using templates that insert captions, party information, and case details automatically.
Automate recurring legal documents across your practice with templates connected directly to your matter data.
Turn approved language and firm documents into reusable templates to maintain consistency across filings.
AI helps organize facts, refine drafts, and improve document structure while attorneys remain fully in control of the final work product.
The result: generate pleadings, motions, discovery, and legal documents faster while maintaining consistency, accuracy, and full attorney control.
Merge matter data into ready-to-review pleadings in a few clicks.
Standardize language and formatting across practice groups.
Counsel Vision turns every inquiry into an organized, qualified client record. Instead of relying on emails, spreadsheets, and scattered notes, your firm can capture leads, evaluate cases, and onboard new clients through one intelligent intake system.
AI-powered intake automatically collects information, identifies potential conflicts, and builds structured client profiles so your team can focus on evaluating cases—not chasing details.
Automatically capture and organize information from calls, forms, and inquiries into structured client records.
Track prospects and manage the full intake pipeline from first inquiry to signed engagement.
Respond faster to potential clients and evaluate opportunities with a clear, structured intake process.
When a client is accepted, their matter file is already structured and ready to go inside the platform.
As your firm grows, Counsel Vision keeps intake organized, consistent, and efficient across every new client.
The result: a smarter intake pipeline that helps your firm capture better cases, onboard clients faster, and grow more efficiently.
Counsel Vision gives law firms real-time visibility into firm performance through a centralized reporting and analytics platform. Track revenue, utilization, deadlines, matter activity, and collections from one unified system—without relying on spreadsheets or manual reports.
AI-enhanced analytics help leadership understand where work is flowing, where resources are underused or overloaded, and where operational risks or opportunities may be developing.
Monitor the metrics that matter most across your practice with reporting designed specifically for legal operations.
AI surfaces patterns, trends, and outliers so leadership can quickly identify issues and opportunities.
Understand the financial performance behind your work with reporting across billing, revenue, and receivables.
See how attorney and staff time is distributed to balance workloads and optimize team capacity.
Stay ahead of operational risk with visibility into deadlines, workflow progress, and matter activity.
Create dashboards tailored to the metrics that matter most to your firm.
The result: a powerful reporting platform that helps your firm monitor performance, uncover trends, and make smarter operational and financial decisions.
Track key KPIs: revenue, realization, write-downs and more.
Slice data by attorney, client, practice area, office or time period.
Counsel Vision gives your firm a centralized system to store, organize, and access documents across every matter. Keep pleadings, records, correspondence, and internal work product connected to the clients and cases they support.
Instead of searching through scattered folders or disconnected storage systems, your team can instantly retrieve files and work from a structured legal document environment.
Store and manage documents directly within each matter so attorneys and staff always know where files belong.
Quickly locate the files you need without digging through folders or disconnected systems.
When documents are connected to matters and case activity, your firm’s file system becomes a valuable legal knowledge resource.
Give attorneys and staff shared visibility into the documents that drive each case.
Counsel Vision integrates with leading document storage platforms to give your firm flexible storage options.
The result: a centralized document system that helps your firm store, organize, retrieve, and collaborate on legal files more efficiently.
Filter by matter, tag, author, date, status, and more.
Preview contracts, pleadings and discovery right inside the workspace.
Get an AI-powered legal practice platform with enterprise capabilities at a fraction of the cost. Scale from solo to multi-office without breaking your budget.
Perfect for solos or part-time practitioners who want AI-powered workflows without complexity.
Ideal for 2–50 users growing quickly and ready to standardize workflows.
Built for 50+ users, multi-office firms and in-house legal departments.
Tell us a little about your practice and we’ll schedule a personalized walkthrough of Counsel Vision’s AI-powered platform.