Mail, messages & requests
Everything said, where the case can use it.
The case's communication has one home: mail that files into the matter in one action, client messages that live on the record, a room for the firm's own strategy, and requests that track themselves to done.
A real mailbox, inside the record.
Connect your Gmail or Outlook account, or use your CaseWeave address — either way, the inbox lives inside the platform. File any email into its matter in one action, with the raw original preserved as an immutable capture. Every case also has its own forward-in address, so a message can be filed from anywhere by sending it there.
Triage the morning in one pass: flag it, or turn it into a task on the right matter — then work the tasks instead of the inbox.
The client conversation and the firm's — separate by design.
With the client: secure messages on the matter — dated, searchable, on the record, where a promise made in a message stays findable at trial prep.
Inside the firm: chat with channels, private rooms and direct messages. Strategy stays in the firm's room; clients can never see it.
Ask once. Every line tracks itself.
A document request goes out as a checklist — built in minutes from the family-law preset library — and every line becomes an upload slot in the client's app with a state the whole case can trust.
The slot exists in the client's app and nothing has arrived yet.
Received and awaiting your review — the client can still swap the file.
Final. The slot is sealed, and the item is already in the vault.
Your reason is shown to the client, and the slot reopens for them.