AI-Powered Tools

Built-in AI designed to support smarter case management by surfacing insights and helping your team work more efficiently.

Smart Provider Matching

Search chiropractors, medical providers and surgeons by location and specialty using the built-in provider map.

Case Management

Track every matter and document from a single dashboard. No more scattered files or missed follow-ups.

Referral Management

Send, receive and track referrals directly in the platform. Build your referral network without leaving your case management system.

Billing & Invoicing

Create and send invoices, track expenses, taxes, discounts and payment status — all tied to the appropriate matter.

Secure Messaging

Exchange secure messages, receive notifications, and stay updated on important activity related to every matter.

Document Signing

Send, sign and store documents digitally. Reduce turnaround time and keep your cases moving forward.

Seamless Data Migration

Already using another platform? Import your contacts and matters into OAK.LEGAL without starting from scratch.

Multilingual Support

Built-in translation supporting 200+ languages for attorneys and staff across diverse teams, so language is never a barrier.

Reporting

Accounts Receivable, invoice, and signature reports, plus custom ad-hoc reports for anything else the firm needs to track.