60-80% of consultations never convert. Not because the leads are bad—because clients disappear while your team drowns in follow-up.
No credit card required. Then $149/mo.
The Problem
Clients vanish after the first meeting. They're overwhelmed and freeze when asked to gather documents.
The rest? Chasing clients, re-entering data, searching spreadsheets for case status.
When they do, they expect total recall. Meanwhile, a competitor who followed up got the case.
“You have a consultation and you may not hear from that client for six months. I don't want to lose their information because of course, when they call, they want you to have total recall of everything you talked about.”
— Kelly Roberts, Florida bankruptcy attorney
The Solution
CaseRunway replaces your spreadsheets with a system that tracks every prospect from first contact through filing.
Every case grouped by stage: Pre-Screen, Consult Scheduled, Retained, Typing Ready, Filed.
Cases with no activity get flagged automatically. Know who went quiet before they go cold.
Clients upload documents directly. Clear checklist shows exactly what's needed.
All client communication in one place, tied to the case. Full audit trail for compliance.
One-click CSV export for Best Case import. SSN handling with audit logging.
Sync with Microsoft 365 and Google Calendar. Consultation dates auto-sync.
Auto-import leads from Lead Docket. New leads appear ready for follow-up.
New Clio matters automatically become cases. Keep both systems in sync.
| Task | Spreadsheets | CaseRunway |
|---|---|---|
| Track case status | Manual updates | Automatic |
| Find stale cases | Sort & filter | Flagged instantly |
| Client documents | Email attachments | Self-service portal |
| Audit trail | Hope you saved it | Every action logged |
| Mobile access | Barely works | Built for it |
30-day free trial. No credit card required. Then $149/mo.
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[1] Legal Brand Marketing — Bankruptcy Attorney Marketing Guide
[2] Clio 2024 Legal Trends Report — Lawyers spend only 2.9 hours (37%) of an 8-hour workday on billable work
[3] Legal Talk Network — Kelly Roberts, Florida bankruptcy attorney