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Case Manager – The Litigation Planner for Non-Lawyers

Get the training and tools you need to win -- only $7.95 / month. No contract. No fine print.

Case Manager Features

People who never lodge their claim or answer a complaint lose 100% of the time. Case Manager helps you manage the litigation process without a lawyer — starting with filing or responding to a complaint.

Litigation Training – Online on-demand training covers everything from courtroom etiquette to legal writing.

Litigation TrainingLitigation Training
You go to court to win, not for justice.
Get up to speed fast on representing yourself. Take 1-hour video courses whenever you like. Memorize the course cheat sheet to master the essentials. Take multiple-choice quizzes and get scored on the material.

Litigation Training

You need this training when:

  • You believe you can tell the judge what happened and he’ll just sort it all out.
  • You can’t anticipate the other side’s moves, or you can’t plan your own.
  • You’ve never written a winning motion.
  • You have no idea how to find authoritative support for your legal arguments.

You need this training when you’re involved in litigation, period.

The curriculum includes three courses that every pro se litigant should have. Other courses, such as advanced appellate procedure or oral argument, are helpful in those particular situations.

With a little training, the judge will ask where you studied law, and the other side’s lawyers will work for their fees.

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Options – Map your route to victory starting from the current ‘location’ or stage of your case.

Options MapOptions Map
Use the Options Map to set your litigation strategy.
The courthouse is a battleground. As in war, the right strategy makes all the difference. Every civil case goes through the same stages, if you let it get that far. There are different strategies at each stage for plaintiffs and defendants. You want to be aware of common options for each side at each stage.

Options Map

Here’s what you can do:

  • Find your current position on the map and explore your options there.
  • Develop a strategy for your case and update it as you move forward.
  • Expand the map at any point to see options at that stage of a case.
  • Download PDF templates of documents you can file at each point.

At each point on the map, you’ll find more information from map popups or by following Internet links.

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Pleading Builder – Write powerful legal documents with our guided templates, ready to file and serve.

Pleading BuilderPleading Builder
The other side’s lawyer doesn’t use the court’s forms.
Neither should you. Those forms are for the court’s convenience, not yours. They’re designed to help the judge drill down to a quick decision, but that doesn’t always serve the parties, especially the pro se litigant. Slow things down and get your bearings by filing your own motions.

Pleading Builder

Look good in court:

  • Enter caption and certificate of service automatically.
  • Use a template to draft other parts of your pleadings.
  • Save your drafts and work on them as often as you like.
  • Download and print your pre-formatted pleading in a form that’s ready to sign and file.
  • View a list of your pleadings and edit them as needed.

When you’ve finished your masterpiece, print a PDF version that’s ready to file and serve on other parties.

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Legal Research – Find legal authorities to support your arguments and get the court orders you want.

Legal ResearchLegal Research
Judges hate being overturned more than anything.
That means they respect legal authorities more than logic. When you can cite statutes, appellate cases and procedural rules that support your arguments, judges listen and will likely rule for you. Use standard legal research tools to find and capture citations and plug them into your motions.

Legal Research

Here’s what you can do:

  • Use a curated list of legal sources to find cases, statutes, codes and other authorities.
  • Organize your citations for easy copy and paste into your motions.
  • Store all your sources so they’re easy to find when you need them.
  • View a list of your research and click related documents.

Don’t file your motion until you can back it up with research.

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Case Filings – Organize everything filed in your case, including pleadings, motions, notices and orders.

Case FilingsCase Filings
Keep an indexed set of case filings online.
Never rummage through a metal cabinet, desk drawer or cardboard box again for that missing filing. Carry your entire case into court on your iPad or phone. Your online file cabinet helps you manage all documents filed in your case.

Case FilingsHere’s what you can do:

  • Upload and tag PDF versions of all documents filed in your case.
  • Read, copy, print and even add files as exhibits to your motions.
  • Search your file cabinet for specific tags or language.

Show up for court organized, knowledgeable and ready for battle.

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Task Manager – Stay on track with the details of civil procedure, including hearing dates and filing deadlines.

Task ManagerTask Manager
Plan your work and work your plan.
Identify the specific steps needed to win your case, and manage those tasks with the Task Manager. As part of a legal strategy, you want to plan tasks carefully. One set of tasks might be necessary when you want to delay the outcome of your case, and another might be useful when you want to settle.

Task Manager

Here’s what you can do:

  • Schedule and detail tasks as they come to mind.
  • Organize your tasks by stages of the case.
  • Track the progress of your tasks and change their status as needed.

Make your litigation strategy concrete with tasks. The Task Manager also helps you keep track of hearings and filing due dates.

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Notepad – Jot notes to capture that new address, research citation or idea.

There’s a lot to keep up with in litigation.
As you move through your case, your strategy may become more detailed, attorneys may come and go, and the research you need to do is constantly changing. Sometimes you just want to make a note and follow up later. There’s nothing better than an empty slate to capture your thoughts as you see fit.


Here’s what you can do:

  • Take notes on whatever you like.
  •  Assign notes to different categories based on the relevant stage of the case.
  •  Copy and paste into other areas of your Case Manager.

Take notes and have them categorized, dated and stored for use in your motions, on your research and elsewhere in your Case Manager.

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Expense Tracker – Keep track of your costs and receipts so you can get your money back when you win.

Expense TrackerExpense Tracker
The costs of copies and courthouse trips can add up.
Track your expenses so you can quickly and easily file to get your money back when you win. The Expense Tracker not only gives you a running total but also lets you upload and manage all your receipts so you can include them in your filings.

Expense Tracker

Here’s what you can do:

  • Keep a running total of expenses.
  • Upload receipts and document each expense.
  • Categorize expenses for copies, parking, etc.

When you win your case, support your motion for costs with the Expense Tracker.

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Lessons Learned – Accelerate your learning by capturing lessons learned throughout your litigation process.

Lessons LearnedLessons Learned
Experience is the best teacher. Learn from it.
Every experience has a teachable moment. The Lessons function is a major part of the learning process in Case Manager. You’ll have many small wins and losses as you move through your case. Capturing the things you learn will help you win more and lose less.

Lessons Learned

Here’s what you can do:

  •  Describe experiences factually.
  •  Diagnose what went wrong and what went right in each experience.
  •  Analyze the lesson for future use.

Learn from your mistakes and avoid making them twice.

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Journal – Keep a diary of your experiences and feelings about them to help keep you balanced emotionally.

Express your emotions in private, not in court.
Did the judge yell at you when she should’ve been angry at the other side? Did a lawyer abuse the process or misstate the facts in court? Are you nervous or uncomfortable about an upcoming hearing? Use the Journal to record your insights, reflections and emotions surrounding the litigation process.


The Journal helps you:

  • Rant in the privacy of your workspace rather than in front of the judge.
  • Record your thoughts in free-expression form so you can organize them calmly later.
  • Collect your thoughts to share your case history with court officials and/or the public.

The Journal helps you stay balanced and focused on your litigation strategy.

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