CaseExecutive unifies case management with true double-entry accounting — trust, operating, fees, and commissions — so recovery firms run their practice and their books in a single system.
Case management and accounting were never meant to live in separate systems. CaseExecutive keeps them together.
A real general ledger, AR/AP, and financial statements native to the platform — not a bolt-on.
Client funds tracked to the cent across matters, with reconciliation built into the workflow.
One platform across offices and entities — each with its own books, rules, and reporting.
Client and jurisdictional rules enforced at the point of action, not after the fact.
Generate compliant electronic invoices for institutional clients straight out of the box.
Configure staff bonuses and commissions once; CaseExecutive calculates them automatically.
Operational and financial reporting across the full portfolio, on the cadence you need.
Slice and segment data the way each client needs — without waiting on a developer.
Letters, statements, and filings generated from live matter and ledger data.
A structured path that gets your offices, ledgers, and history onto one platform.
We map your portfolios, clients, and compliance rules, and confirm what reporting your institutional clients require.
Your offices, chart of accounts, ledgers, and historical data move onto CaseExecutive, with rules configured per client.
Your team works matters and books in one place — with trust accounting, e-billing, and reporting on demand.
Recovery work means handling sensitive financial data for banks and creditors. We're transparent about exactly what's in place today and what's on the roadmap.
Tell us a little about your firm or institution and what you're solving for. We'll set up a walkthrough tailored to how you work.
See how CaseExecutive consolidates your practice and your books.
Request a demo