How ManageWhat Works

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Instant Case Intake

Capture new cases from web forms, calls, or in-person meetings — no manual re-entry

Custom Case Forms

Gather precise, case-specific details with forms tailored to your practice

Automated Workflows

Trigger timely updates, tasks, and reminders to keep matters movin

Progress Summaries

Generate clear, easy-to-understand case overviews for clients and internal teams

Secure Payments

Collect consultation fees, retainers, or settlements securely

Centralized Dashboard

Access all documents, timelines, and updates in one place

Analytics & Insights

Track case timelines, workload distribution, and performance.

Integrations

Connect with calendars, court-filing systems, and communication tools to streamline your process

Frequently Asked Questions

A law firm should look for software that makes everyday case information easy to find and update. Useful capabilities include structured intake, complete client profiles, document storage, matter timelines, activity logs, case stages, reminders, team permissions and client communications. The best fit is a system that matches the firm’s real workflow and gives lawyers, staff and managers a clear view of what is happening on each matter.

ManageWhat can capture a new matter through structured intake, store the client and matter information in one place, organize relevant documents and timelines, and move the matter through defined stages. During the matter, teams can record activity, trigger tasks or reminders and communicate progress to clients. This creates a more continuous record from first contact through case closure.

ManageWhat is built around centralized matter tracking rather than separate files or spreadsheets. Visual pipelines, matter records and activity histories help teams organize multiple active cases and identify where each one sits in the workflow. For firms with a growing caseload, this structure can make it easier to prioritize work and reduce the chance that a matter becomes difficult to track.

ManageWhat supports visual case pipelines with customizable stages. This allows a firm to organize matters around the steps that make sense for its own process rather than forcing every case into the same generic status list. Firms with different practice areas can use structured forms and workflows to collect the right information and manage progress more consistently.

Yes. ManageWhat includes real-time case activity logs so the team can see what has been done, who completed it and when. This creates a clearer matter history and helps staff understand recent activity before taking the next action.

A structured case-management system reduces the need to rely on memory, individual inboxes or informal notes. ManageWhat supports automated workflows, tasks, reminders, timelines and visible case stages so important actions can be connected to the matter. This gives the team a more consistent way to see what is due and what should happen next.

Yes. A firm can create its profile, add staff members and control access permissions. Because client records, matter information, activity and documents are centralized, authorized team members can work from the same case record rather than maintaining separate copies of information.

ManageWhat gives managers a clearer view of case activity, progress and workload through centralized matter records, activity tracking and visual pipelines. Instead of asking individual staff members for separate updates, a manager can review what has been completed and where matters currently sit in the process.

A legal CRM usually focuses on new enquiries, prospective clients and the steps before someone becomes an active client, while case management focuses on ongoing matters after intake. ManageWhat brings intake and matter management closer together so information collected at the beginning can support the case record instead of being re-entered into a separate system.

ManageWhat supports instant case intake from web forms, calls or in-person meetings and uses guided or custom case forms to collect relevant information. This helps a firm move from initial contact into an organized matter record without relying on disconnected notes or repeatedly entering the same details.

Yes. ManageWhat supports custom case forms that can be tailored to the information a firm needs for a particular practice area or matter type. This helps the team collect more complete information at intake and reduces the need to use one generic form for every kind of case.

ManageWhat is designed to centralize the information that moves through the client and matter lifecycle. A firm can capture intake information, maintain client profiles, store case history and documents, and track progress through the matter workflow. This creates a clearer path from first contact to active case management.

Yes. The platform is designed to capture new cases from web forms, calls or in-person meetings without requiring the same information to be manually re-entered into multiple systems. Structured intake also makes it easier for staff to collect consistent information from new clients.

Yes. Firms using spreadsheets for enquiries often have to maintain separate files for contact information, case status, notes and follow-up. ManageWhat provides a structured intake and case-management environment so the information can be connected to the client and matter record rather than spread across separate tracking sheets.

Centralized case records and activity logs make it easier for partners to see what work has been completed and where matters stand. ManageWhat records case activity and shows progress through visible stages, giving managers a clearer operational view without depending only on verbal updates, individual spreadsheets or long email chains.

ManageWhat includes case activity tracking that records what has been done, by whom and when. This makes it easier for team members and managers to understand recent work on a matter and follow the sequence of activity.

Yes. Firms can add staff members and control access permissions. This helps a law firm organize who can access the platform and supports a more structured team environment as the firm grows.

As a legal team grows, information can become fragmented across people, inboxes and folders. ManageWhat centralizes client and matter records, documents, activity and progress while giving the firm a way to register team members and manage access. This creates a shared operating structure that is easier to scale than informal tracking methods.

Visual case pipelines make it easier to see where matters sit in the workflow. Combined with activity history and reminders, this can help a team spot cases that have not progressed as expected and determine what action is needed next.

Yes. ManageWhat is intended for solo practitioners, growing firms and larger legal teams. Multi-user firms can centralize matter information while giving staff a common place to manage cases, documents and updates, with permissions and activity records supporting greater visibility and accountability.

Yes. ManageWhat includes secure document storage so firms can upload, preview and share files while keeping them connected to the broader client and case record. This reduces the risk of important attachments being scattered across personal inboxes or unrelated folders.

ManageWhat centralizes client profiles, case history, documents and key timelines in one location. Authorized team members can work from the same organized record, making it easier to understand the context of a matter without searching several different systems.

Yes. ManageWhat supports scheduled case updates and reminders by email or SMS. Firms can use this to keep clients informed at appropriate stages of a matter and reduce the amount of manual follow-up required for routine status communications.

Clients often contact a firm repeatedly when they do not know whether a matter has moved forward. ManageWhat supports scheduled updates, progress summaries and reusable communication templates, helping the firm provide clearer information proactively instead of waiting for the client to ask for every update.

Yes. ManageWhat includes custom communication templates so firms can save commonly used messages and responses. This can make routine communications faster and more consistent while still allowing the team to adapt the message to the specific client or matter.

A legal case pipeline is a visual way to organize matters by stage. Instead of reading a long list of files, the team can see where a matter currently sits in the process and move it forward as work is completed. ManageWhat uses visual case pipelines to make progress easier to understand across active matters.

ManageWhat supports automated workflows, tasks and reminders that can help a firm apply a more consistent process to new matters. Combined with custom case forms and case stages, this gives teams a clearer framework for what should happen from intake through later stages of the case.

ManageWhat supports custom case forms so firms can collect information that is relevant to a specific matter type. Its customizable case stages also allow a firm to organize workflows around the steps that make sense for its own practice rather than using one fixed process for every case.

Automated workflows help reduce repetitive administrative work by connecting routine tasks, reminders and updates to the case process. This can improve consistency, make responsibilities clearer and help the team focus more attention on legal work that requires professional judgment.

Yes. When matters are organized by stage, the team can more easily see which cases are at intake, waiting for action, progressing through the workflow or approaching completion. That visibility can help managers and staff identify where attention is needed and reduce the chance that cases become difficult to track.