Case Status, the leading AI-powered client engagement platform for law firms, announced the launch of Client Intelligence™, its AI-driven engine designed to measure, understand, and analyze client interactions to drive smarter actions and improve outcomes. More than a system of record, Client Intelligence is a system of action—helping firms predict the needs of clients before they ask, streamline operations, and turn satisfaction into measurable growth.

"We're entering a new era where client and firm knowledge drive AI-powered insights that deliver measurable business impact," said Keith Kitani, Chief Product Officer at Case Status. "Client Intelligence enables firms to shift from reacting to client needs to anticipating them, resulting in stronger client relationships, greater operational efficiency, and accelerated growth."

Reimagining Client-Centered Legal Technology

Clients sit at the heart of every case, and Case Status has long focused on improving the client experience by delivering the only complete and holistic client experience solution. Client Intelligence takes that mission further by combining advanced AI-driven insights and agents that drive action, prioritization, and predictions to help firms unlock the full potential of their existing client knowledge and data.

"This is a leap forward in client experience, moving beyond simply tracking and updating when needed to anticipating what will happen next," Keith continued. "Client Intelligence empowers firms to act proactively, increase efficiency, and strengthen client relationships. Clients aren't looking for pizza deliveries or package tracking. They expect their legal team to deliver the same real-time transparency and proactive updates they receive from the world's leading brands. It's not just about information—it's about anticipating needs, building confidence, and creating trust at every step."

How Client Intelligence Works

Client Intelligence integrates data, insights, and actions into a single AI-powered ecosystem that helps firms deliver greater value:

• Data: Leverages firm, client, and case data – including platform metadata and external inputs like VoIP – to identify patterns and trends. Data becomes knowledge.
• Insights: Uses AI to interpret intent, emotion, and context while predicting client needs, anticipating challenges, and recommending next steps
• Agents: Turns insights into actions by automating workflows, prioritizing work, enhancing client experiences, and enabling staff to deliver better outcomes

Client Intelligence will be available across all Case Status subscription tiers, ensuring firms of all sizes can benefit from its capabilities. Enhanced Client Intelligent capabilities will be made available in upper-level tiers.

Driving Measurable Business Impact

Client Intelligence is designed to improve both client outcomes and firm performance by:

• Enhancing Client Satisfaction: Delivering more personalized, proactive experiences
• Increasing Efficiency: Prioritizing and automating tasks to free up staff to work on the most important work
• Accelerating Growth: Identifying opportunities to deepen client relationships and generate revenue
• Improving Case Outcomes: Using predictive analytics to optimize case strategies and anticipate client needs

Looking Ahead

Case Status was started with the goal of redefining the client experience. With Client Intelligence, the company sets a bold vision for the future of legal technology, one where client knowledge drives smarter decisions and more meaningful results.

"Our mission has always been to put clients at the center of every case," said Andy Seavers, CEO of Case Status. "Client Intelligence helps firms unlock the power of the data they already have to deliver extraordinary value. This is the future of legal client engagement – more predictive, more proactive, and more client-focused than ever."