What is legal intake software?

Legal intake software automates the process of capturing, qualifying, and converting prospective clients for law firms. It replaces static contact forms with dynamic, conversational intake flows that collect structured case information, route qualified leads, and trigger automated follow-up — all without manual staff intervention at each step.

How does AI lead scoring work in law firms?

AI lead scoring for law firms evaluates every intake submission against a firm's custom criteria — such as case value, liability indicators, medical treatment, urgency, and red flags — and assigns a score before a staff member reviews it. Case Compass's Waypoint engine does this automatically on submission, so intake teams prioritize by case strength rather than by submission order.

What is the difference between a chatbot and a conversational intake platform?

A basic chatbot handles conversational engagement but typically lacks the backend infrastructure for lead scoring, CRM integration, e-signatures, and referral tracking. A conversational intake platform like Case Compass combines the guided intake experience with automated scoring (Waypoint), referral partner portals, in-flow e-signatures, live transfer, and full CRM sync — making it a complete intake operating system rather than a front-end widget.

How do law firms track referral partner performance?

Case Compass includes a dedicated Referral Network module. Each referring attorney or partner gets a portal to submit leads and track real-time statuses. The firm sees leads, intakes, conversion rates, and fee totals for every partner from a single dashboard. Referral fees are tracked and can be marked as paid without spreadsheets.

Can law firms collect e-signatures during online intake?

Yes. Case Compass includes in-flow e-signature collection, so clients can sign retainer agreements and authorization forms as part of the same intake session — with no redirect to a separate tool. Multi-document signing, SMS reminders for pending signatures, and automatic attachment of signed documents to notification emails are all included.

What CRMs does Case Compass integrate with?

Case Compass integrates with Litify (Salesforce-based), Filevine, LeadDocket, Clio (Manage and Grow), HubSpot, and Zapier. Practice areas, campaigns, originating URLs, and intake answers sync automatically. Case Compass also offers a WordPress plugin for embedding intake forms directly on a firm's website.

How long does legal intake software take to implement?

Most firms using Case Compass are live within a few days. Implementation does not require replacing existing systems — Case Compass sits between your marketing channels and your CRM, so there is no rip-and-replace. Intake forms, Waypoint scoring criteria, and CRM integrations are configured during a guided onboarding.

Waypoint is the AI-powered lead scoring engine built into Case Compass. When a prospective client submits an intake, Waypoint automatically evaluates the submission against your firm's custom criteria — case value, liability, medical treatment, urgency, statute of limitations, red flags, and more — and surfaces a score in your dashboard before any staff member reviews the lead. Waypoint uses your firm's own AI API credentials (BYOK), so intake data never flows through a shared pool.

Dwellex is eviction case management software built specifically for landlord-tenant law firms. It automates the full eviction workflow — from landlord intake to lockout scheduling — including document generation, court date tracking, Clio integration, and automated client notifications.

What eviction software works with Clio?

Dwellex integrates directly with Clio via OAuth 2.0. Every new intake automatically creates a matter in Clio, and documents, case stages, and status updates sync bidirectionally in real time. Practice Panther and Rent Manager integrations are also available.

What is the best landlord-tenant software for law firms?

Dwellex by Case Compass is purpose-built landlord-tenant software for law firms handling high-volume eviction caseloads. It combines intake automation, case timeline tracking, court document generation, and integrations with Clio and Practice Panther — replacing spreadsheets, manual follow-ups, and disconnected tools.

How does Dwellex automate eviction case management?

Dwellex automates eviction case management through: (1) online landlord intake portals with document upload and e-signature, (2) automatic case creation with step-by-step timeline templates for Non-Payment, For-Cause, and custom case types, (3) auto-generated court documents populated from case data, (4) SMS and email notifications at every stage, and (5) real-time Clio sync for matter creation and document uploads.

Can Dwellex generate eviction court documents automatically?

Yes. Dwellex automatically generates eviction court documents including summons, complaints, motions to show cause, orders to show cause, sheriff tenant info sheets, and fair debt letters. Documents are populated from case and intake data — no manual editing required.

Is Dwellex suitable for high-volume eviction practices?

Yes. Dwellex is designed for law firms handling dozens to hundreds of eviction cases per month. Automation of intake, document generation, case tracking, and court coordination allows firms to scale their eviction practice without adding headcount.

How much does eviction case management software cost?

Dwellex is priced at $399/month plus $8 per case created with no per-seat fees. Implementation, training, and custom integrations are scoped per project. Volume pricing is available for firms running 100+ cases/month.

What states does Dwellex support?

Dwellex supports eviction workflows across all 50 states. Case templates, intake forms, and court document formats are fully customizable per jurisdiction — configured to match your state during implementation.

Can Dwellex generate eviction notices in bulk from a spreadsheet?

Yes. Dwellex batch notice generation lets you upload a CSV export from any property management system and produce one combined, court-ready notice document for every tenant in the file. It maps columns (with saved mappings per property), validates each row with per-row error reporting, and calculates court-specific service and expiration dates automatically.

How does Dwellex calculate notice expiration dates?

Dwellex calculates expiration dates automatically from the service date using per-court, per-notice-type rules — calendar days or business days, with federal and state holidays accounted for. Firm admins configure the court directory and rules themselves, and staff can review or override any calculated date before a notice goes out.

Can Dwellex automate eviction reminders and follow-ups?

Yes. Dwellex includes a configurable reminder engine. You build rules tied to case milestones — send before, after, or on a due date, over email, SMS, or both — choose the send time and template, and Dwellex sends every reminder automatically so no statutory deadline is missed.

What reporting and analytics does Dwellex provide?

Dwellex includes a firm-wide analytics dashboard tracking active cases, pending intakes, rent at risk, and average days to close, plus breakdowns for case volume, the intake funnel, cases by county, and violation types. A client-facing report suite with roughly 20 filterable fields exports to CSV and XLSX.

What is the best EasyEviction alternative for law firms?

Dwellex by Case Compass is the leading EasyEviction alternative for landlord-tenant law firms. Unlike per-seat subscription platforms, Dwellex charges $399/month plus $8 per case with no per-seat fees. It adds a drag-and-drop form builder with conditional logic, step-by-step case playbooks, Trial Lists with Word export, bidirectional Clio sync, and Practice Panther integration — features purpose-built for high-volume eviction practices rather than general property management.

What eviction software has per-case pricing instead of per-seat fees?

Dwellex is the only eviction case management platform that uses per-case pricing ($399/month + $8 per case created) with no per-seat or per-user fees. Most competing platforms charge per seat, meaning costs grow as you add staff. Dwellex lets your entire team — attorneys, paralegals, intake staff — work simultaneously without additional charges.

Landlord-Tenant Case Management

Streamline Your Landlord-Tenant Practice

Comprehensive case management and communication tools designed specifically for landlord-tenant law and eviction proceedings.

The short version

Dwellex is eviction case management software built for landlord-tenant law firms. It automates the full eviction workflow — client intake, staff review, batch notice generation from CSV, court-specific expiration calculation, document generation, case timeline tracking, and client communication — and syncs bidirectionally with Clio. It is priced at $399/month plus $8 per case created, with no per-seat fees.

What it is

Eviction & landlord-tenant case management software

Built for

Eviction law firms, landlord-tenant attorneys & property managers

Pricing

$399/month + $8 per case — no per-seat fees

Integrates with

Clio, Practice Panther, Rent Manager

Coverage

All 50 states — residential & commercial

Best-known alternative to

EasyEviction and generic LPM + spreadsheets

How It Works

The Complete Eviction Pipeline

From intake to lockout, Dwellex manages every stage with automated workflows and zero manual follow-ups.

Landlord Submits Intake

Online portal with document upload and e-signature

Staff Reviews & Approves

Case details verified, conflicts checked, matter created

Case Created

Timeline initialized, action items assigned, notifications sent

Action Items Tracked

Client and attorney tasks tracked in dual-column view

Court Dates Managed

Automated reminders, marshal coordination, document prep

Lockout Coordinated

Scheduling, notifications, and completion tracking

Case Timeline

Every action item, tracked automatically

A dual-column view separates client tasks from attorney tasks — so nothing falls through the cracks. Cases progress stage by stage, with automated notifications at every step.

Dwellex case timeline tracker showing step-by-step progress

Form Builder

Build intake forms without writing a line of code

Drag-and-drop fields, pre-built section blocks, and a live preview — create custom intake forms for every case type. Publish with one click and share a link directly with clients.

Dwellex intake form builder with drag-and-drop fields

Clio Integration

Real-time sync with zero manual entry

Connect your Clio account via OAuth and let Dwellex handle the rest. Full sync, document uploads, and per-intake sync — with live status, auto-sync toggle, and last-run timestamps.

Dwellex Clio integration showing connected status and sync options

Court Preparation

Every hearing. Every county. Ready before court.

Trial Lists group all upcoming cases by county and AM/PM session — docket number, case name, balance, base rent, and late fees all in one view. Filter by date and county, then download a formatted Word doc for court in one click.

Dwellex Trial Lists — county-grouped AM/PM court schedules with docket numbers and case financials

Case Management

Every case, at a glance

A clean list view of all open and closed cases — searchable, sortable by court date, and filterable by status. See property, court date, and labels in one place without opening a single file.

Dwellex cases list showing all open eviction cases with court dates

Case Templates

Standardize your workflows once, run them every time

Define multi-step case workflows for Non-Payment, For-Cause, and custom case types. Attach auto-generated document templates — summons, motions, sheriff sheets — that populate from case data automatically.

Dwellex case templates showing workflow step templates and generated documents

Smart Form Blocks

Pre-built sections for complex intake data

Toggle on blocks for tenant information, ledger tables, notice type checkboxes, and file uploads — each fully configurable. No custom coding needed to collect multi-tenant leases, month-by-month charge breakdowns, or signed documents.

Dwellex form blocks showing pre-built intake sections like tenant info and ledger table

Batch Notices

Hundreds of notices from a single CSV

Upload any property management export and Dwellex maps the columns, validates every row, and generates one combined, court-ready notice document for every tenant in the file — with per-row service dates and court-specific expiration math. Saved column mappings mean you never remap the same property twice.

Dwellex batch notice generator — upload a PMS CSV to produce one combined notice document for multiple tenants

Court & Jurisdiction

Configure courts and expiration rules yourself

Maintain a full court directory with jurisdiction, court type, and per-notice-type expiration rules — calendar days or business days, federal and state holiday-aware. Firm admins add courts and change rules directly, with no vendor involvement.

Dwellex court management — edit court details including court type, jurisdiction, and per-notice expiration rules

Automated Reminders

Deadline-driven reminders on autopilot

Build reminder rules tied to any case milestone — send before, after, or on the due date, over email, SMS, or both. Set the send time, choose a template, and Dwellex handles every follow-up so nothing slips past a statutory deadline.

Dwellex reminder rules editor — automated email and SMS reminders based on notice deadlines

Communications

Every client conversation, linked to the case

Case-linked message threads keep firm staff and client contacts on the same page. Attachments file straight to the matter, and client replies to notification emails thread back into the portal automatically — no more digging through inboxes.

Dwellex communications — case-linked message threads between firm staff and clients

Reporting & Analytics

Firm-wide metrics, at a glance

Track active cases, pending intakes, rent at risk, and average days to close in real time. Drill into case volume, the intake funnel, cases by county, and violation-type breakdowns — then export client-ready reports to CSV or XLSX.

Dwellex analytics dashboard — firm-wide case, intake, and financial metrics including rent at risk and days to close

See it live

Ready to see how Dwellex handles your eviction caseload?

Everything You Need for Eviction Cases

Purpose-built tools for every step of the eviction process — from intake to lockout.

Landlord Intake Portal

Branded public intake forms with conditional logic, document upload, and e-signature. Staff review and approval workflow before any case is created.

Case Timeline Tracker

Step-by-step action item tracker with client and attorney task columns. Automated step assignment, due dates, and case notes — all in one view.

Trial Lists & Court Prep

County-grouped AM/PM court schedules for all upcoming hearings. Filter by date and county, then download a formatted Word doc with one click.

Document Automation

One-click generation of summons, notices, complaints, and court filings. Documents are built from case data — no copy-paste, no manual edits.

Client Portal

Clients see their own case timeline, document status, and can upload requested files directly — no phone calls, no email back-and-forth.

Clio Integration

Intakes auto-create matters in Clio. Stages, documents, and case updates sync bidirectionally — one source of truth across systems.

Automated Notifications

Email + SMS alerts at every stage: court dates, lockout scheduling, adjournments, and case updates. Zero manual follow-ups needed.

Staff & Analytics

Role-based access for admins, staff, and clients. Analytics dashboard with case volume and activity metrics. Per-case ledger with installment payment tracking.

Marshal & Court Coordination

Built-in court date tracking, marshal assignment, and lockout scheduling. Manage the full eviction timeline from filing to possession.

Full Feature Set

Everything a landlord-tenant practice runs on

From first intake to signed notice, Dwellex covers the entire eviction workflow — organized so your whole team works from one system of record.

Case Management

Full case lifecycle tracking from intake to resolution
Configurable action-item pipeline per case type
Conditional workflow branching on outcomes
Color-coded status, labels, and custom tagging
Bulk case reassignment across staff
Closed & withdrawn archive with full history

Intake

Mobile-friendly, client-facing intake forms
Bankruptcy hard-stop and HAP/voucher flags
Bulk CSV intake from any PMS export
Saved column mappings per property
Structural validation with per-row errors
Auto-fill from property defaults

Review Queue

Centralized queue for all pending intakes
Four-action approval workflow
Confirm notice type, court, service date & template
Deep filters — assignee, court, status, flags, dates
Bulk reassignment in a single action

Document Generation

Batch notice generation from CSV
Court-specific, holiday-aware expiration math
Envelopes and process-server routing sheets
Document preview & QC before finalizing
Regenerate and replace after corrections
Eviction complaint generation by jurisdiction

Court & Jurisdiction

Full court directory with jurisdiction details
Per-court, per-notice expiration rules
Admin-configurable — no vendor needed
Clio folder routing by service date
In-platform folder name editing

Clio Integration

Full matter sync with custom field values
General Service File folder routing
Bidirectional task & activity sync
Parent/child property manager mapping
Sync-scope & document visibility controls

Expiration & Signed Notices

Automatic expiration from service date + rules
Staff review and override of calculated dates
One-click client notification with spreadsheet
Signed-notice upload to General Service File
Case-manager confirmation before client notice

Client Portal

Secure login with role-based access
Dashboard grouped by practice area
Upcoming court & hearing dates at a glance
Case timeline with current step & status
~20-field report suite, CSV & XLSX export
Submit new notice requests from the portal

Communications

Case-linked, multi-participant threads
File attachments auto-filed to the matter
Inbound email threading into the portal
Emailed document attachments auto-filed

Staff & Roles

Admin, Supervisor, Staff, Trainer/QA, Client roles
Case assignment with visibility scoping
Per-staff queue views and filters
Coverage / out-of-office access grants
Supervisor reassignment across the queue

Property & Client Profiles

Rich profiles — gate codes, contacts, recipients
Clio General Service File link per property
Default court & notice type auto-fill
HAP flag & per-client export preferences
Admin self-maintenance after go-live

Platform & Administration

Multi-tenant architecture — full firm isolation
Firm-admin-managed workflow configuration
Word template management by document type
Configurable reminder triggers & timing
Audit trail and activity logging

How We Compare

Built for eviction. Not bolted on.

Eviction Assistant handles the basics. Dwellex takes it further — modern UI, form builder, case playbooks, Clio sync, SMS, and Trial Lists, all in one platform.

Feature	Dwellex	Eviction Assistant	Generic LPM + Spreadsheets
Purpose-built for landlord-tenant law	✓	✓	—
E-signature in intake	✓	—	—
Conditional field logic in forms	✓	—	—
Drag-and-drop form builder	✓	—	—
Step-by-step case timeline + playbooks	✓	—	—
Auto-generated court documents	✓	✓	Manual
Bulk CSV / batch notice generation	✓	Partial	Manual
Admin-configurable court & expiration rules	✓	—	—
Firm-wide analytics dashboard	✓	Partial	—
Trial Lists (county-grouped, Word export)	✓	—	—
Client portal with case timeline visibility	✓	Partial	—
SMS + email automated notifications	✓	Email only	Add-on
Clio bidirectional sync	✓	—	Native
Practice Panther integration	✓	—	—
Rent Manager integration	✓	✓	—
Role-based access control	✓	✓	Partial
Modern browser-based UI (no Windows app required)	✓	Partial	✓
Per-case pricing (no per-seat lock-in)	✓	—	—

Pricing

Simple, transparent pricing

One plan. No per-seat fees. You only pay more as you grow.

Dwellex Platform

$399/month

+ $8per case created

✓Unlimited users — no per-seat fees

✓Full intake portal + form builder with conditional logic

✓Automated case timelines & templates

✓Trial Lists with Word doc export

✓Court document generation

✓Client portal with document upload

✓Clio, Practice Panther & Rent Manager sync

✓SMS + email notifications

✓Marshal & lockout coordination

✓Role-based access (admin, staff, client)

✓Analytics dashboard + per-case ledger

✓Ongoing support included

Implementation & Training

Scoped and priced per project. We handle data migration, workflow configuration, jurisdiction setup, and staff onboarding. Timeline and cost depend on your firm's existing systems and caseload.

Custom Integrations

Need a connection to your property management system, court filing portal, or other tooling? Custom integrations are available and scoped per engagement.

High-volume firms: Running 100+ cases/month? Talk to us about volume pricing — we have options for larger practices that cap your per-case cost.

Integrations

Seamless Integrations

Dwellex connects with the tools you already use to manage your practice and properties.

Practice management sync

Case and document sync

Property management integration

FAQ

Common questions about Dwellex

Everything landlord-tenant law firms need to know about eviction case management software.

Who It's For

Built for Eviction-Focused Practices

Whether you handle dozens or hundreds of eviction cases per month, Dwellex gives you the automation and transparency to scale without adding headcount.

Law Firms

Handle high-volume eviction caseloads without adding headcount

Property Managers

Coordinate directly with your legal team from a single portal

Landlords

Submit intake, track status, and receive updates automatically

Streamline Your Landlord-Tenant Practice

The Complete Eviction Pipeline

Landlord Submits Intake

Staff Reviews & Approves

Case Created

Action Items Tracked

Court Dates Managed

Lockout Coordinated

Every action item, tracked automatically

Build intake forms without writing a line of code

Real-time sync with zero manual entry

Every hearing. Every county. Ready before court.

Every case, at a glance

Standardize your workflows once, run them every time

Pre-built sections for complex intake data

Hundreds of notices from a single CSV

Configure courts and expiration rules yourself

Deadline-driven reminders on autopilot

Every client conversation, linked to the case

Firm-wide metrics, at a glance

Ready to see how Dwellex handles your eviction caseload?

Everything You Need for Eviction Cases

Landlord Intake Portal

Case Timeline Tracker

Trial Lists & Court Prep

Document Automation

Client Portal

Clio Integration

Automated Notifications

Staff & Analytics

Marshal & Court Coordination

Everything a landlord-tenant practice runs on

Case Management

Intake

Review Queue

Document Generation

Court & Jurisdiction

Clio Integration

Expiration & Signed Notices

Client Portal

Communications

Staff & Roles

Property & Client Profiles

Platform & Administration

Built for eviction. Not bolted on.

Simple, transparent pricing

Seamless Integrations

Common questions about Dwellex

Built for Eviction-Focused Practices

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