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FirmRx Case & Assignment Management dashboard
Case & Assignment Management

Every Case Organized.
Every Task Assigned.

Keep every matter organized in one place, then create assignments right from the case, so everyone knows exactly what they own and when it's due.

The Prescription in Action

Organized Cases.
Clear Assignments.

Bring order to your caseload, turn next steps into assignments, and give everyone on your team a clear list of what's theirs.

1Organize Your Caseload

Every Matter, Organized.
In One Clear List.

Cases are organized by attorney and stage, searchable in seconds, with counts for what's in progress, in intake, and in discovery right at the top.

See the Whole Practice

View active matters, attorneys, case stages, trial dates, invoice status, and other key signals together.

Spot What Needs Attention

Surface overdue billing, upcoming trials, intake matters, discovery activity, and missing information.

FirmRx cases list showing active matters grouped by attorney with trial and invoice status
2Inside Every Case

Everything About A Case.
All In One Place.

Each case keeps its case manager, responsible attorney, discovery activity, retainer signing status, and key details like the adjuster, county, trial date, and next event organized together.

Surface the custom information your firm relies on, so it's right there instead of something you have to search for.

Create a new assignment right from the case, and it's tied to that matter from the start. An AI-generated case summary keeps everyone up to speed.

One click to the court. Click the open button beside the county, and it automatically opens that county's case details website for this case.

FirmRx case view with case manager, responsible attorney, discovery, and assignments
FirmRx case details with retainer signing status and AI case summary
Case At A Glance
Details & AI Summary
3Create Assignments

Create An Assignment.
Track It To Done.

Turn any next step into an assignment in seconds. Choose who owns it, set its priority and due date, and it lands on their list, tied to the right case.

Everyone sees what's theirs, who assigned it, and where it stands. AI-drafted work arrives attached and ready for review, and finished tasks can wait for approval before they're closed out.

FirmRx assignments list with priority, due date, and status for each task
FirmRx assignment opened to show its draft documents ready for review
Every Assignment
Inside An Assignment
Your Next Step

A Healthier Practice
Starts Here.

Bring order to every case and clarity to every assignment. Let’s find the right prescription for your firm.