One assistant. Every tool your firm uses.

CaseDelta brings every tool in your firm’s workflow into one conversation: practice management in Clio, drafts in Word, email in Gmail or Outlook, files in Drive, scheduling in Calendar. Tell Delta what you need. Many tools, hours of work, done in one go.

Book a demo

One sentence. Many tools.

Tell Delta what you need. It pulls records from Drive, drafts in Word, sends from your inbox, and updates Clio. The legal work and the administrative work happen in the same conversation.

One sentence to Delta
“Build the chronology for Hernandez, draft the demand at 3x specials, email it to the adjuster, and log my time.”
Google Drive
Pulled 412 medical records
Microsoft Word
Drafted demand letter at 3x specials
Gmail
Sent to opposing counsel
Clio
Logged 1.2 hours to Hernandez matter

Walk in to a briefing, every morning.

Cases needing attention today. Deadlines this week. Opposing counsel and adjusters who owe responses. Built across Clio, your inbox, and your calendar overnight, ready before you sit down.

Delta6:12 AM

Good morning. Here's your briefing across 12 active matters:

DeadlineHernandez demand letter due Friday. Draft prepared and saved to Clio.
AdjusterState Mutual has not responded to Reyes demand in 14 days. Follow-up drafted.
RecordsChen v. Mercy: 412 new pages received from St. Luke's. Chronology updated.

Answers with citations to the source.

Ask Delta about a case. Every answer cites the exact source document and page. Pulled from your firm’s files in Drive, your matters in Clio, and the case law in Westlaw.

KG
Kate Graves2:14 PM

What was the total billed across the Chen treatment records?

Delta2:14 PM

Total billed across all providers: $84,210.

Chen_StLukes_Billing.pdfp. 1
Chen_PT_Northbrook.pdfp. 1

Reads thousands of pages. Surfaces what matters.

Medical records, billing, discovery, expert reports. Delta builds the chronology, flags the gaps, and cites everything to source. The work that took a week happens in a morning.

Chen v. Mercy · Records review412 documents
OR_Report_2023.pdfGap
Medical record
33-min undocumented gap between procedure start and anesthesia
Chen_StLukes_Billing.pdfReviewed
Billing
Primary provider billing: $52,800
Nursing_Logs_Oct.pdfReviewed
Medical record
Vitals recorded, post-op timeline complete
Expert_Report_Patel.pdfFlagged
Expert report
Does not address 33-min gap identified in OR report

Frequently Asked Questions

Clio, Microsoft Word, Gmail, Outlook, Google Drive, Google Calendar, DocuSign, and Westlaw. Delta works inside the stack your firm already uses, rather than asking the firm to migrate to a new platform.

Tell Delta what you need in one sentence. It pulls records from Drive, drafts in Word, sends from your inbox, and updates Clio. The legal work and the administrative work happen in one conversation, instead of being split across five apps.

No. Delta connects to Clio and works alongside it. Cases, contacts, and time entries continue to live in Clio. Delta reads from and writes to Clio so your case management stays the source of truth.

Nowhere outside CaseDelta. We run on a private enterprise deployment. Your firm's data never touches a third-party AI provider. No shared models, no training on your files. Enterprise-grade security, sized to your firm.

Once a day, Delta produces a briefing built across Clio, your inbox, and your calendar: cases needing attention today, deadlines this week, opposing counsel and adjusters who owe responses, and anomalies surfaced overnight. The only proactive feature on Delta, by design.

See Delta inside your firm’s stack.

Twenty-minute live demo. We connect Delta to a sandbox of your stack and run a real workflow end to end.

Book a demo