v4.1 Beta

Jusivo Case Manager Documentation

Everything you need to get started with Jusivo — from setting up your firm to managing cases, clients, billing, and Texas legal documents.

What's new in 4.1: the Texas Legal Document Library adds guided drafting, court-styled pleadings, fee agreements, and official forms. Explore Legal Document Library help or View changelog.

Quick StartLegal Document LibraryFeature ReferenceArchitecture & SecurityRolesTechnology

Quick Start Guide

Get up and running in minutes.

1

Create Your Account

Register your firm and set up your administrator account. Configure your firm name, practice areas, and basic settings.

2

Invite Your Team

Add attorneys, paralegals, and staff with role-based permissions. Each team member gets their own login credentials.

3

Start Managing Cases

Create client records, open matters, upload documents, and begin tracking your work with the full suite of tools.

Feature Reference

Matter Management

  • ●Create and track legal matters with custom statuses (Open, Pending, In Progress, Closed).
  • ●Assign matters to attorneys and team members with role-based visibility.
  • ●Set priority levels (Low, Medium, High, Urgent) to keep your team focused.
  • ●Tag matters with custom labels for easy filtering and organization.
  • ●Link related matters together for complex, multi-case litigation.

Client Management

  • ●Maintain comprehensive client profiles with contact details and notes.
  • ●Track client communication history across all channels.
  • ●Enable the Client Portal for self-service access to case updates and documents.
  • ●Manage client intake with customizable intake forms and public links.
  • ●Associate multiple matters with a single client record.

Document Management

  • ●Browse Documents → Library for Texas templates, official forms, search, practice-area filters, and court-styled drafting aids.
  • ●Generate PDF or DOCX documents through the Matter → Details → Review → Generate wizard with editable prefilled data.
  • ●Save generated files to a matter so they appear on the matter Documents tab and in Documents → Files.
  • ●Use Documents → Files for uploads, previews, downloads, version history, sharing, and the document audit trail.
  • ●Supported formats include PDF, DOCX, XLSX, images, and more.

Calendar & Deadlines

  • ●Integrated calendar view showing all deadlines, hearings, and events.
  • ●Set automated reminders via email for upcoming deadlines.
  • ●Create recurring events for ongoing matters and obligations.
  • ●Filter calendar by matter, attorney, or event type.
  • ●Color-coded priority indicators for at-a-glance deadline tracking.

Billing & Invoicing

  • ●Track billable and non-billable time with built-in timers.
  • ●Generate professional invoices with customizable templates.
  • ●Support for hourly, flat-fee, and contingency billing arrangements.
  • ●Record payments and track outstanding balances per client.
  • ●Export billing data for accounting and reporting.

Communications

  • ●Internal messaging between team members linked to specific matters.
  • ●Client communication through the secure portal messaging system.
  • ●Full conversation history and searchable message archives.
  • ●Notification preferences configurable per user.
  • ●Audit trail for compliance and record-keeping.

Intake Automation

  • ●Design custom intake forms with the form builder.
  • ●Generate unique public URLs for each intake form.
  • ●Automatically create client and matter records from submissions.
  • ●Review and approve intake submissions before conversion.
  • ●Track intake source and conversion metrics.

Templates

  • ●Create reusable document templates for common filings and letters.
  • ●Use template variables that auto-populate with client and matter data.
  • ●Copy Library documents with Save to my Templates, then edit them as firm templates.
  • ●Share templates across your firm for consistency.
  • ●Export and import templates between Jusivo accounts.

Architecture & Security

Multi-Tenant Architecture

  • Each firm operates in a fully isolated tenant environment.
  • Row-level security ensures data separation at the database level.
  • Tenant-scoped API access prevents cross-tenant data leaks.
  • Independent configuration and customization per tenant.
  • Super Admin panel for platform-wide management.

Security Features

  • JWT-based authentication with secure token management.
  • Password hashing with bcrypt and configurable work factors.
  • Role-based access control (Super Admin, Admin, Attorney, Staff).
  • Rate limiting and brute-force protection on authentication endpoints.
  • HTTPS-only communication with TLS 1.3 support.

User Roles & Permissions

RoleDescriptionAccess Level
Super AdminPlatform-level administrator with access to all tenants and system settings.Full platform access
AdminFirm administrator who manages users, settings, and billing for their tenant.Full tenant access
AttorneyLicensed attorney who manages matters, clients, and documents.Assigned matters & clients
StaffSupport staff including paralegals and assistants.Limited by assignment
ClientExternal client with portal access to view their case information.Own case data only

Technology Stack

Backend

  • Python with FastAPI framework
  • PostgreSQL database with async support
  • SQLAlchemy ORM with Alembic migrations
  • Redis for caching and rate limiting
  • Pydantic for data validation

Frontend

  • Next.js 14 with App Router
  • React 18 with TypeScript
  • Tailwind CSS for styling
  • TanStack React Query for data fetching
  • React Hook Form for form management