Case update notes
- Records request received.
- Response is being prepared.
- Nothing needed from the client today.
The Folder System
Turn brief case notes into timely client text updates.
An AI client-update layer for law firms—built around the tools you already use.
When your firm chooses automated delivery, approved case-update templates can be sent on a recurring cadence without a manual review step.
An AI system by Omniform. Built around the tools your team already knows.
BriefCaseThe Folder System
Simple for your firm.
Powerful for your clients.
Trust is built in every timely update.
Familiar tools. Clear communication. Firm-defined controls.
From notes to message
A few facts in. A thoughtful update out.
Attorneys keep writing brief internal notes. The Folder System turns them into a clear, personal update for the client.
Client update
A quick update: we received the records request and are preparing the response. Nothing is needed from you today. We'll keep you updated as things move forward.
The Folder System fits alongside your existing tools. It does not replace legal judgment, client consent, or your firm's policies.
Book a 15-Minute Fit CallThe communication gap
Your team has the update. Your client has the question.
Fewer update calls
Clients hear from the firm before uncertainty becomes another call.
Clearer client experience
Every message turns internal case movement into plain, human language.
A dependable cadence
Monthly or biweekly communication becomes a system—not another task to remember.
How it works
Familiar in the places your firm already works.
The Folder System is a client-update layer—not a complicated migration or a new case-management system to learn.
01
Attorney adds bullet points
The facts go into a familiar case document—where your team already works.
02
AI creates a client-ready update
Internal shorthand becomes a clear, personal message in your firm’s voice.
03
Optional review—or send automatically
Choose approval-first, fully automated, or a hybrid workflow your team controls.
04
Updates are scheduled and sent
Clients receive a dependable monthly or biweekly update before they need to ask.
Your delivery mode
Choose fully automated sends, approval-first sends, or a hybrid workflow by case type, client segment, or internal preference. The firm defines the controls; the system follows them.
The installation
Installed around the way your firm communicates now.
Firm workflow assessment
Google Drive, Docs, and Sheets structure
AI update workflow and message templates
Monthly or biweekly schedule configuration
Text-delivery integration and sendoff
Testing, staff walkthrough, and launch support
Built for responsible communication
Automation prepares the update. Your firm stays in control.
We configure the delivery mode, consent process, access, and message cadence before launch—so automation stays inside the controls your firm defines.
Delivery controls and consent
Set automatic, approval-first, or hybrid delivery—and account for your firm’s client-consent process before messages go live.
Access and delivery
Use role-aware access, clear ownership, and delivery records to keep the operating system accountable.
What it does—and does not—replace
The Folder System is:
- A client-update layer that fits your existing workflow.
- A repeatable way to turn case facts into clear, personal communication.
- A dependable cadence for the clients who deserve to hear from you.
It does not replace:
- —Legal judgment, case strategy, client consent, or your firm’s policies.
- —Your case-management software or case records.
- —The personal relationship clients expect from your team.
Client updates, handled.
Your attorneys should not spend hours rewriting case notes as client texts.
See the workflow in action and find out whether The Folder System is right for your firm.