Captio turns the first client contact into a structured process that ends with an AI-generated summary ready for the lawyer — before the first call.
From $79 / month · Per firm, not per user
These aren't failures of the lawyers. They're failures of the process. Captio puts the process in order.
There's no standard process for the first consultation. Every lawyer handles it differently and information arrives incomplete — in formats only they understand. The first client meeting becomes data collection instead of strategy.
Emails, handwritten notes, WhatsApp threads, files in three different folders. Without a central case file, delegating means whoever takes over starts from zero — not knowing what was promised, what's missing, or what's already done.
Two lawyers ask the client the same questions. Case updates travel by WhatsApp or don't travel at all. Without shared real-time visibility, the team can't coordinate — only react.
Someone has to log into the court system, check for updates, and alert the lawyer. One missed notification can lose the case. A missed deadline through oversight creates liability — and there's no process to prevent it.
How many active cases are there? Which ones are stalled? What is each lawyer working on this week? Without a dashboard, firm management is reactive — problems surface only when it's too late to act.
Strategy notes live in a separate doc. Research sits in a bookmark. Call notes are somewhere else entirely. Nothing reaches the case file where it belongs — and when you need it, nobody knows where it is.
Captio connects intake, case files, your team, and your clients — without switching between apps or losing context.
The client fills the form from their device and AI generates a structured 10-section brief in seconds. Five ways to start a case: client link, manual entry, import from document, guided interview, or free write — whichever fits the situation.
Each case has its own operational timeline, notes notebook, related documents, legal research from Mexico's SCJN, and federal court monitoring. Every thread of the case in one place — visible to the entire team in real time, in the whole world.
Real-time notification board, task manager linked to cases, and four distinct roles — firm admin, lawyer, and assistant. Every team member sees exactly what they need. No update gets lost between a call and the office.
Dashboard with key firm metrics, client directory linked to their cases, and a full team activity log. Everything you need to run the firm — without opening a spreadsheet.
From the first contact to case notes — in one place.
Client link, manual form, import from a document, interview the client section by section, or write freely. The case reaches the lawyer's dashboard regardless of the method.
Captures everything relevant: facts, goals, documents, parties, and conflict of interest. With contextual guidance in each field.
Claude (Anthropic) generates the brief in seconds. 10 sections. Faithful to the answers — never fabricates.
Operational case log: first consultation, document collection, filings submitted, court notifications, hearings. The entire team sees the history in real time.
Notebook linked to the case file. Supports hierarchical notes for strategy, hearings, and follow-up.
Internal firm communication channel. Post notices from a case, brief, note, or timeline. The entire team sees it in real time.
Complete profile for each client with their linked cases. From the case file you assign the client in one click; from the profile you navigate directly to any of their cases.
Firm task board. Assign, prioritize, and track pending items linked to cases or team members.
Search for tesis and jurisprudencias from Mexico's Semanario Judicial de la Federación directly from the case file. Captio extracts keywords from the brief and shows the 5 most relevant results.
Register cases before Mexico's federal judiciary and detect changes automatically. AI reads the latest acuerdo and extracts hearings, procedural deadlines, and terms — with the action required from the lawyer.
Explore Captio with three complete case files — generated brief, timeline, linked notes, and related docs — without needing real clients. Ideal for getting to know the product before you start.
Not a generic summary. A structured file built for lawyers.
The lawyer fills nothing. The client fills the form on their device, in their language, at their pace.
Not a generic summary. Follows the structure of a legal file: conflict of interest, key risks, internal legal considerations.
AI never fills in what it doesn't know. If information is missing, it marks it clearly. The lawyer always knows what they have and what's lacking.
Each firm's data is isolated. Captio doesn't share data between firms or use it to train AI models.
Per firm, not per user.
Solo
1–3 users
Firm
Up to 15 users
Agency
Up to 30 users
Everything you need to know before meeting the client — ready before the phone rings.
Request access — from $79 / monthDemo required · No card · Up to 30 users