Blue for Case Management

Every case.
Every step. Recorded.

Legal matters, support escalations, patient files, compliance investigations — every case as a record, with full audit history, role-scoped access, and the documents and conversations that produced the outcome.

Get started See the audit trail

Open a case. Run a real workspace.

Below is the actual product, shaped like a case file. Custom fields, checklists, comments, and the audit history — the same surface your team gets on day one.

20 records

What case work looks like on Blue.

Four moving parts: the case file, the work it requires, who can see it, and the deadlines that matter.

Case files as records

Every case is a record with custom fields for status, assigned counsel, jurisdiction, deadlines, and the dozens of attributes a real case carries.

Case tasks & checklists

Break a case into the discrete steps it requires. Subtasks, dependencies, due dates, and assignees — visible to the case team and no one else.

Role-scoped access

Privileged information stays scoped to the people who need it. Field-level controls keep names, financials, or PHI hidden from anyone outside the case.

Statute & SLA timers

Conditional automations watch deadlines and escalate before they slip — statute of limitations, response SLAs, regulatory windows.

01 · The case record

Who did what. When. And why.

Auditable history, threaded discussion, and case-team knowledge — all attached to the case record itself.

Case history
HR
Hannah Reyes changed Status
Open → Awaiting Response
5 min ago
MO
Marcus Olin reassigned Counsel
Reyes → Olin (senior)
3 hours ago
TG
Tomás García attached Filing
Motion to dismiss (draft v2)
Yesterday

Every change, recorded.

The audit trail logs who created the case, who modified each field, who closed it, and when. Exportable for review.

HR
Hannah Reyes10 min ago

Opposing counsel proposed a settlement window — recommend we counter at 1.2x.

MO
Marcus OlinJust now

Agreed. Draft the response, I'll review before we send it.

TG

Decisions in context.

Comments and threaded discussion attach to the case itself. The rationale travels with the work, not with someone's inbox.

Case Types / Litigation

Intake & Conflict Check

New matter onboarding
Required steps before any new litigation matter can be opened in the case management system.
Conflict check completed
Engagement letter signed
Retainer received
Privilege & confidentiality policy
HR
Edited 1 month ago

Procedures linked to the work.

Intake checklists, escalation procedures, and case-type SOPs — written once, referenced from every case that uses them.

02 · Permissions

Privileged. By default.

Case data is private to the case team. Field-level controls keep names, financials, and PHI hidden from anyone outside it. Counsel sees the matter. Operations sees the calendar. Clients see only their own case.

Matter
Client
Jurisdiction
Status
Filing Date
Fee Arrangement
PHI / Privileged
LIT-2025-014
•••••••• ••••••••
NY SDNY
••••••
Jan 14 2025
$•••,•••
••• •••••• ••••••• •
CRP-2025-007
•••••• •••••••
DE Chancery
••••••
Feb 02 2025
$•••,•••
••••••-••••••• •••••
EMP-2024-203
•••••••••• •••
CA NDCA
••••••
Oct 19 2024
$•••,•••
••••••••• ••••••••••••
IP-2025-029
•••••• ••
TX WDTX
••••••
Mar 04 2025
$•••,•••
••••• •••••• ••••
REG-2025-011
••••• •••••••
DC DDC
••••••
Feb 22 2025
$•••,•••
•••••••••• ••••••••
LIT-2024-188
••••••• ••••
MA DMA
••••••
Aug 11 2024
$•••,•••
••••••••• ••••••••
CRP-2025-015
••••••••• •••
DE Chancery
••••••
Apr 08 2025
$•••,•••
••••• ••••••• — ••••••
EMP-2025-022
•••••••••• ••
IL NDIL
••••••
Mar 18 2025
$•••,•••
•• ••••••••••••• ••••

03 · Deadlines

When the clock crosses a line.

Statute of limitations, regulatory response windows, SLA timers — Blue's conditional automations watch the boundary and escalate before it slips. Different actions for "approaching" and "missed."

Record updated

Deal · Acme Corp

priority
normal→high
WATCHING
priority = 'high'ANDstage = 'open'
idle
On STARTS matching
Alert oncall
Assign triager
Add to dashboard
On STOPS matching
Close ticket
Send summary

One price. Pay once. Forever.

Pay once for your tier — no recurring per-seat fees. Size the tier to your team and move up only when you outgrow it.

Starter

For freelancers & small teams

$99

One-time payment

Get Starter
30-day money-back guarantee
  • 5 users
  • 5 workspaces
  • 2,000 records per workspace
  • 5,000 records per org
  • 10GB storage
  • 250 automations / month
  • 3 webhooks
  • 3 dashboards
  • 1 custom role
  • 20 req/s API rate limit
  • Community support
Most Popular

Growth

For growing teams

$299

One-time payment

Get Growth
30-day money-back guarantee
  • 30 users
  • 25 workspaces
  • 2,000 records per workspace
  • 25,000 records per org
  • 100GB storage
  • 1,000 automations / month
  • 10 webhooks
  • 10 dashboards
  • 3 custom roles
  • 50 req/s API rate limit
  • Email support
Best Value

Scale

For large organizations

$999

One-time payment

Get Scale
30-day money-back guarantee
  • 150 users
  • 100 workspaces
  • 2,000 records per workspace
  • 100,000 records per org
  • 500GB storage
  • 5,000 automations / month
  • 50 webhooks
  • 25 dashboards
  • 5 custom roles
  • 200 req/s API rate limit
  • Email support
Secure checkout byStripe

Every case.
On the record.

Stop running case work in shared inboxes and labelled folders. Start with one case workspace and let the audit history take care of itself.

Get started See all plans