Book a call
Thirty minutes
with the owner.
Let’s look at one of your cases. Bring a real matter and we’ll walk it from intake to the demand letter on screen, then answer whatever you need to know.
Scheduling opens shortly.
The owner’s calendar is being connected. In the meantime, open a workspace preview and look around on your own.
What we’ll cover
Three things, on your case.
- 01How your cases come in today
Where a new matter lands, what gets typed twice, and what slips through.
- 02What Today would show
Deadlines, records to chase and the day’s work, for your own files.
- 03Your demand letter, filled in
Your own Word letter with the case details already in the blanks.
No slides and no sales team. Real screens, your questions. · Plans & access
Before you book
Good to know.
Who will I talk to?
The owner of CasePloy, who builds it. Not a sales script.
What should I bring?
One case you know well, and the demand letter you usually send. We’ll use them as the example, on screen, without storing anything.
Do I need an account first?
No. If you’d rather look around before we talk, create a workspace preview; it takes a few minutes.