AbacusLaw

Import plaintiff data via CSV.

Apply Master Court Ruleset for the specific MDL (Multi-District Litigation).

Use HotDocs to batch-generate complaints.

Track medical records via document management tabs.

Execute semantic search via CARET AI to find commonalities in testimony.

Open Matter security settings.

Define 'Excluded Users' for the file.

The system automatically hides the matter from all search results and reports for those users.

Audit logs track any attempted unauthorized access.

Deposit retainer into the Trust Account tab.

Link deposit to specific matter.

Generate invoices for billable hours.

Use the 'Transfer' function to move funds from Trust to Operating accounts upon approval.

Print three-way reconciliation reports for auditing.

Onboard firm to Abacus Private Cloud.

Migrate local file server to APC.

Install AbacusLaw on virtual desktops.

Users log in via thin client from any device.

Manage all IT updates and security patches through CARET managed services.

Capture lead via web form.

Perform conflict check against the database.

Convert lead to client/matter.

Assign workflow templates for 'Discovery' phase.

Auto-populate intake data into initial court filings.

Upload email PST files to Case Documents.

Run CARET AI analysis on the document set.

Filter by 'High Sentiment' or specific keywords.

Tag relevant documents for production.

Navigate to Report Premier module.

Select 'Firm Productivity' and 'Matter Status' templates.

Filter by date range and department.

Export to encrypted PDF for the auditor.