Client Delivery & Reporting
Deliver fully qualified cases to handling firms with complete transparency and minimal lift. Our system packages every case with verified data, required documents, and a clear intake summary, and can post directly into handling firms' systems through our Open API. After delivery, ongoing reporting and case updates are automatically pushed over, keeping referral and handling partners aligned without manual follow-up. By standardizing client delivery and automating communication, we help firms drive better outcomes and maintain stronger co-counsel relationships.
Augie J. Ribeiro, Esq.
Chief Executive Officer | Ventura Law
"Bridgify has been instrumental in helping us standardize and structure our case delivery process. We've eliminated inconsistencies, improved collaboration with co-counsel, and now have clean, reliable reporting we can actually trust. It’s completely transformed how we manage and scale our docket. They are straightforward, trustworthy and aways available to openly discuss the latest intel in our space."
Deliver fully qualified cases to handling firms with complete transparency and minimal lift. Our system packages every case with verified data, required documents, and a clear intake summary, and can post directly into handling firms' systems through our Open API. After delivery, ongoing reporting and case updates are automatically pushed over, keeping referral and handling partners aligned without manual follow-up. By standardizing client delivery and automating communication, we help firms drive better outcomes and maintain stronger co-counsel relationships.
A Playbook Strategy that Works
Bridge Data Model
Deliver large volumes of cases with confidence—each one standardized through our data model to ensure consistency, accuracy, and readiness for downstream systems.
Document Assembly
Generate and bundle documents in bulk—retainers, medical authorizations, summaries—automatically formatted to your partners’ specifications and ready for upload.
Open API + Integration
Push hundreds of cases directly into partner systems via secure API—removing bottlenecks and enabling true high-volume scalability.
Reporting
Surface delivery metrics and ongoing case progress in tailored reports that provide clarity, accountability, and confidence across all parties.
Automated Comms
Trigger automated updates and scheduled reports across your portfolio to keep all parties in sync without requiring additional team lift.
Client Delivery &
Reporting
Reporting