Case Operations
Every settlement, visible end to end.
Run every case from intake to disbursement in one workflow. Case-level depth for the team. Firm-wide overview for the partners.
The work
Case status lives in twelve different places.
Email threads, paralegal heads, sticky notes, the whiteboard, three spreadsheets, the case management system, the voicemail box. By the time you've stitched together the answer to “where is this case,” you've lost a half hour. Multiply by a hundred cases.
The approach
One source of truth, two scopes of view.
Every case lives in one workflow inside Closeout. The team gets case-level depth: every detail, every document, every action item.
Partners get firm-wide overview: what's settling, what's blocked, where the bottlenecks are. Same system, two scopes, one source of truth.
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One assistant, full visibility.
Product
Closeout Copilot
Ask anything. Across every case.
An AI assistant that knows every case in your firm. Ask one case a question, ask the whole firm a question. Answers come back in seconds, with citations.
- Per-case answers with source citations
- Firm-wide queries across hundreds of cases
- Workflow guidance based on real case state
- Document search across every active matter
Closeout Copilot threads through the rest of the platform — every Subro Intelligence finding, every Lien Engine update, every CloseoutPay disbursement is visible from the same workflow.
Outcome
From intake to disbursement, one workflow, two views.