Product / Case Management

Every matter, organized the way your firm already thinks about it.

Client and case created together, from the very first screen.

Case management in LexVitta means every matter — client, practice area, and the fee-earner assigned — lives in one record from the moment it opens, not scattered across a spreadsheet, an email thread, and a paper intake form.

Associates see only the matters they’re assigned to, with role-based access built in — so adding seats never means losing control over who sees what.

The matter lifecycle

From open to organized

01

Open

Client and case created together, in one screen.

02

Organize

Type, area, and associate — set at intake, not after.

Every matter connects to hearings, the vault, billing, and the client portal — automatically.

Further reading
Signs Your Law Firm Has Outgrown the Shared Inbox

Why firms choose LexVitta

Role-based by design

Associates see only the matters they're assigned to — nothing more.

Product

Everything else in LexVitta

FAQs

Case Management — questions, answered

What plans does LexVitta offer?

The LexVitta platform offers plans sized to your firm — seats, matter volume and vault storage all scale together. Book a demo and we'll walk through the right fit for your practice.

How safe and secure is my case data?

In the LexVitta software, every document, filing and exhibit sits behind access control with version history, and the client portal itself is secured with token-based access rather than a shared login.

What happens when it's time to renew?

With LexVitta, renewal is seamless — handled directly with your account team ahead of time, so there's never a surprise lapse, and your case data, vault and client portal stay fully accessible throughout.

How do I reach the LexVitta team?

Email hello@lexvitta.com or use Book a Demo at the top of this page — a real person on the team responds, not a ticket queue.

How many people at my firm can use it?

As many as your plan allows, with role-based access built in — associates only see the matters they're assigned to, so adding seats never means losing control over who sees what.

Already using Clio or MyCase?

You're not starting from zero. Most LexVitta customers bring their open matters over with a dedicated import session, so your firm stays on schedule while you switch.

Ready to see LexVitta in your practice?

Talk to us about onboarding your firm, or sign in if you're already a client.