Complete traffic-ticket case management feature catalog

Workflow

Move an attorney from access request or invite into a traffic-ticket workspace with identity, office, billing, coverage, fee mode, CDL acceptance, vacation mode, and agreement details captured.

Included capabilities

• Invite-based attorney login and redirect flow.
• Public attorney access request flow.
• Tokenized case outreach response links to accept or decline attorney opportunities.
• Attorney identity and contact details.
• Office address with state and county setup.
• Firm billing profile.
• Coverage states, coverage counties, and primary county.
• CDL acceptance and vacation mode.
• Fee mode for global flat fee, county-specific fees, or quote-required work.
• Attorney agreement review with checkbox acceptance and typed signature.
• Ability to reopen or edit onboarding-derived firm and coverage details.

Workflow

Start the attorney day from priority signals, KPIs, active matters, selected matter panels, and quick actions instead of searching across several work areas.

Included capabilities

• Attorney workday dashboard with priority action cards.
• KPI rail for active cases, upcoming court dates, unread messages, open tasks, and unbilled work.
• Active matters table with court, violation, status, next step, and age.
• Selected matter panel with Overview, Activity, Documents, and Billing tabs.
• Quick actions for quote, court filing, messaging, discovery, billing, plea negotiation, tasks, document upload, and more actions.
• Workday signals for court dates, messages needing response, deadlines, unbilled cases, and overdue tasks.
• Availability controls for CDL acceptance and vacation mode.

Workflow

Keep every ticket matter in a case queue that exposes venue, hearing, status, communication, document, billing, next action, ownership, and update state.

Included capabilities

• Tabs and views for all cases, new leads, awaiting payment, active cases, at risk, canceled, closed, and archived cases.
• CSV bulk import workflow for moving existing case data into the attorney queue.
• Saved views, filters, search-style view parameters, mine-only toggle, and CSV export.
• Case table shows matter, venue, hearing, status, next action, communication state, document state, billing state, and last update.
• Quick status updates directly from the case list.
• Bulk status update, mark reviewed, mark paid offline, create reminders, and request documents workflows.
• Attorney CSV case import template and upload workflow.

Workflow

Keep attorney case work anchored to the citation while exposing the sections and shortcuts needed for status, court, payment, client, fleet, document, and closeout decisions.

Included capabilities

• Shared attorney case workspace sections for Summary, AI Summary, Workflow, Communications, Emails, Tasks, Hearings, Documents, Billing, Activity, Parties, and Closeout.
• Header shortcuts for messaging, billing, AI driver statement or summary, tasks, hearings, and closing a case.
• Summary action center for status, court case number, attorney date, payment link, driver access, and fleet case monitoring.
• AI case summary workflow to generate, refresh, clear, or view cached summaries.
• AI summary inputs can include case facts, notes, messages, documents, document requests, tasks, email threads, and activity.
• AI output can include posture, timeline, critical dates, risks, next steps, missing items, and a client-update draft.
• Workflow steps can be marked complete or reopened, with primary attorney step controls and jury or trial-prep panel where applicable.
• Communications actions for agency, fleet, attorney, driver, all participants, quote/update requests, signed document requests, and participant invites.
• Emails section for linked threads, filters, and email context associated with the case.
• Tasks, hearings, documents, billing, parties, and closeout sections keep follow-up, court, files, payments, metadata, disposition, and post-court obligations together.
• Closeout supports structured requirements plus legacy logistics for mailed fines, payment cashed, FedEx received, checks, tracking, and broker closeout.

Workflow

Bring email and platform communication into a case-aware workbench so threads, individual emails, attachments, replies, and review queues can be linked to ticket matters.

Included capabilities

• Attorney communications workbench for case-aware platform messages and synced email.
• Combined inbox for platform messages and synced email.
• Mailbox connection and status banner with connect, reconnect, finish setup, review settings, recover folders, refresh folders, run sync, and open inbox actions.
• Folder views for Inbox, Sent, Drafts, and All Mail.
• Thread view and all-email view.
• Search supports normal keywords plus from, to, subject, body, and folder fields.
• Filters for unread, attachments, mailbox/account, linked case, and ownership.
• Review desk for unlinked or needs-review email.
• Thread reader with mark read/unread, open full thread, reply, reply all, forward, link/unlink to case, attachments, and sync metadata.
• Individual email reader with mark read/unread, reply/reply-all/forward when threaded, link/unlink to case.
• Compose panel for platform message or mailbox email with case, audience/channel, recipients, cc/bcc, subject, rich text body, and attachments.
• Draft save, update, and discard controls.
• Dedicated thread detail page with overview, case linking, compose, and message stream.

Workflow

Manage court dates, hearings, deadlines, reminders, follow-ups, prep, travel, and private time from a legal scheduling surface tied back to case work.

Included capabilities

• Attorney calendar feature with status rail for connection, coverage, and profile readiness.
• Calendar sync support for Google and Microsoft calendars.
• Conflict detection for synced calendar events.
• Views include month, week, day, agenda, case timeline, and team calendar.
• Event types include court appearance, hearing, filing deadline, internal deadline, reminder, follow-up, document review, payment reminder, case prep, trial prep, and blocked/private time.
• Event create/edit workflow for title, type, date/time, all-day, linked case, assigned user, visibility, status, reminder offsets, court/location details, meeting URL, reference link, prep/travel buffers, recurrence, and notes.
• Option to sync or update case court date.
• Event detail actions for duplicate, complete, delete/cancel, and open linked case.
• Scheduling warnings for outside working hours, overlaps, private time conflicts, and prep/travel buffer conflicts.
• Calendar preferences for timezone, default hearing duration, prep/travel buffer, notice window, default reminders, and working hours by day.

Workflow

Convert next steps into case-linked work items and reminders so deadlines, payment follow-up, missing documents, and internal actions do not disappear into notes.

Included capabilities

• Attorney task page for case-linked tasks.
• Task creation with title, priority, due date, and case.
• Open and completed task views.
• Complete or delete/cancel tasks and link back to cases or work items.
• Attorney reminders page for case-linked reminders.
• Upcoming, overdue, and completed reminder views.
• Complete or delete/cancel reminders.
• Notification inbox with per-notification and mark-all-read actions.
• Reminder automation settings for per-workflow preferences.
• In-app and email channel configuration.
• Reminder offsets, timezone, quiet hours, and delivery status handling.

Workflow

Create and monitor payment requests from case or billing context so amounts, due dates, client delivery, payment links, payout state, and collection follow-up stay attached to the matter.

Included capabilities

• Attorney billing workspace with Create Request, Requests, Payout History, and Settings views.
• Create payment request workflow for existing case or manual/direct-client billing matter.
• Amount, due date, payment link vs request-only mode, client name, email, phone, state, court, county, matter type, optional client message, internal notes, and optional email delivery.
• Payment request tracking for status, due date, paid date, email delivery, and payment page URL.
• Attorney fee, platform fee, card fee, platform retention, attorney payout, fee payer labels, and payout status.
• Copy/open hosted payment page and sync pending Stripe status.
• Offline payment handling for cases.
• Payout history by case.
• Billing analytics dashboard with MTD/YTD payout metrics, payment counts, Stripe/LawPay payout stats, refunds, service/product breakdowns, and recent payout payments.
• Stripe Connect setup to start/resume onboarding, refresh payout status, open Stripe dashboard, and display requirements due or payout blockers.
• Billing settings for platform fee payer, Stripe processing fee payer, checkout branding, public business name, support email/phone, website, statement descriptor, colors, logo, icon, and retry/sync Stripe branding.
• LawPay merchant ID and settings support.

Workflow

Keep supporting files, template outputs, signature packets, request status, audit evidence, and generated documents attached to the traffic-ticket case.

Included capabilities

• Document automation for templates, merged documents, and eSignature requests.
• Template upload for PDF, DOCX, TXT, or Pages templates with title and description.
• Archive or delete templates.
• PDF template field editor with drag/resize fields.
• Signature, initials, date, text, and merge-field types.
• Signer roles for client, agency, firm countersigner, or other.
• PDF preview with zoom.
• DOCX/TXT merge templates with extracted merge fields.
• eSignature request creation from active case or pending intake lead.
• Prefill signer name, email, and phone, add message, require countersignature, require drawn signatures, send now, or save unsent.
• eSignature dashboard filters for all, unsent, pending signature, pending my signature, signed, and voided.
• Actions to send, resend, add automated reminder, void, and countersign.
• Signed records include audit evidence, hashes, consent/signature metadata, signed document storage, and audit certificate support.
• Case documents integrate upload, OCR, request fulfillment, eSignature, and merge-generation workflows.

Workflow

Keep firm identity, coverage, pricing, intake, and availability settings current so public intake and case routing reflect the attorney workspace.

Included capabilities

• My Firm editor for attorney profile.
• Office address and firm/company billing address.
• Coverage states/counties and primary county.
• CDL acceptance and vacation mode.
• Direct intake configuration to enable/disable intake link, public slug, payment mode, brand name, contact email, public intake URL, and logo upload/preview.
• Coverage & Fees page with coverage summary, fee mode summary, global or county-specific fee display, profile readiness, and links to edit coverage/firm details.

Workflow

Give firms controlled team access and audit visibility so case and account activity can be reviewed without leaving the attorney workspace.

Included capabilities

• Firm team management to invite team members.
• Create custom firm roles.
• Assign custom roles to members.
• Permission selection constrained to delegable attorney permissions.
• Member table with role, custom role, and joined status.
• Custom role list with active/inactive state.
• Case audit search across case events.
• Platform audit log view filtered to firm, case, member, action, or message.

Workflow

Connect mailbox, calendar, and billing provider context so attorney communication, docketing, and payment operations stay closer to the case workflow.

Included capabilities

• Integration catalog for Gmail / Google Workspace, Outlook / Microsoft 365, Google Calendar, Microsoft Calendar, and LawPay.
• Integration status cards with account, last sync, and connection state.
• Email sync setup for personal vs team account choice and private vs team-shared visibility.
• Lookback window, inbox/sent import toggles, all folders vs selected folders, folder selector, and folder recovery.
• Save settings and start sync.
• Email sync operations to connect/reconnect, complete setup, refresh folders, run sync now, and disconnect mailbox.
• Calendar sync operations to connect/reconnect calendar, run calendar sync, and disconnect calendar.
• LawPay merchant ID/settings support.

Workflow

Let direct clients start with ticket materials while the attorney controls brand, intake source, payment mode, routing, and public access flows.

Included capabilities

• Public branded attorney intake link.
• Client intake screens for uploading ticket/case materials, OCR reading, filled details, court details, review, and completion.
• Attorney direct-client billing rules tied to intake source.
• Public attorney marketing, compare, and request-access pages.
• Public attorney agreement page.

Workflow

Give attorneys a searchable help surface, feedback channel, settings area, and reminder automation controls for the case workflow.

Included capabilities

• Attorney resources page with searchable guides and screenshots.
• Resource screenshots cover Today, cases, case workspace, communications, calendar, reminders, integrations, coverage/fees, team/audit, eSignature, and client intake flows.
• Attorney feedback workspace for workflow issues, product suggestions, screenshots, and recent activity.
• Attorney settings area including reminder automation and workspace preferences.