A clear, detailed guide to how your law firm runs every case with LitigationIQ — from the first intake call to settlement and closure.
LitigationIQ is a practice-management platform built for personal-injury and litigation firms. It turns your firm's intake-to-settlement workflow into a single, shared dashboard so every attorney and paralegal sees the same, up-to-date picture of the work.
Each law firm gets its own isolated workspace. You only ever see your firm's cases, leads, contacts, deadlines, and team — never another firm's data.
Your firm admin receives a login (email + password) to access your workspace. Staff sign in at the firm portal and land on their dashboard.
Use the email and password shared with your firm admin at /login. You'll arrive at your personal dashboard showing your open cases, deadlines, and recent activity.
Every matter moves through a defined set of stages. By default your firm has eight stages, but you can add, rename, or reorder them to fit your practice.
The Cases page is a tabbed board. Each tab shows one stage's cases with their client, status, next deadline, and value — so you can see the whole pipeline at a glance and move cases forward.
The Leads page captures prospective clients before they become cases. Track a lead's status (New → In review → Conflict check → Qualified → Converted) and notes.
Each case has a complete file. From the case page you can manage everything that belongs to that matter.
Add parties (clients, defendants, adjusters) to the matter and assign attorneys and paralegals to the case team.
Record the relevant insurance policies, carriers, policy numbers, coverage limits, and adjuster contact details.
Upload and version documents per case — medical records, photos, correspondence — all organized by category.
Capture detailed client intake (contact, employment, medical providers, communications, health insurance) tied to the case.
Every important event is appended to a running activity timeline so you always know the case history.
Never miss a filing window. Each case has its own deadlines and tasks.
The Team page shows how many open matters each attorney and paralegal is carrying, across every stage. Use it to balance assignments, spot bottlenecks, and keep work evenly distributed across the firm.
The Calendar brings your deadlines and dates together in one view. Filter by case, assignee, or deadline type, and jump straight to the related matter from any entry.
Firm admins manage the workspace under Settings.
Your firm's workspace is entirely isolated from every other firm on the platform. Every case, lead, contact, deadline, and team member is scoped to your firm only.
Good to know: LitigationIQ is built and maintained by Herron Law, but your firm's data stays private to your firm. Only your firm's users can access your workspace.