Skip to main content
Find your way around Presolve and follow the steps for everyday case work. Screenshots use fictional demonstration records; your firm’s case types, labels, and available actions may differ.

What's new

Discover new features, useful improvements, and meaningful fixes in Presolve.

Personal injury

Find medical evidence, negotiations, and shared records in a personal-injury matter.

Find your way around

Learn the main menus and how matter workspaces are organized.

Documents and Library

Organize files and create a document from a matter.

Case tags

Apply and remove the tags your firm uses.

Accounting

Understand invoice review, staging, and recorded disbursements.

Automations

Publish a configured workflow and check its results.

Ask Presolve

Ask a question, refine the answer, and return to a saved chat.

Lead and case lifecycle

Understand lead stages, conversion, matter progress, and closure.

Custom matters

Configure case types, intake assignments, and custom layouts.

Clients and contacts

Review client profiles, contact details, and linked cases.

Tasks and calendar

Assign work, track status, and schedule events.

Reports

Choose fields, filter records, and build summaries.

Case records

Review activity and save internal notes.

Firm settings

Find notification, intake, document, and organization controls.

Integrations

Review provider setup and available controls.

​
Practice workspaces

Start with personal injury, family law, lemon law, O-1A, TN, or NSA. Case-type configuration can change the sections available on your matter.

​
Open the platform

Sign in to Presolve with your firm account. Reading these guides does not grant access to your firm’s records. If a page or case is missing, ask your firm administrator to check your access and case assignment. Your job title and your account’s permissions may differ. For software integrations, use Developer Guides and the API Reference tab.