GLG CMS User Guide
The Glassman Law Group
Welcome to GLG CMS
Your complete legal case management system. This guide walks you through every feature with step-by-step instructions.
Quick Start — Your Daily Workflow
Dashboard
Your command center — see everything at a glance
Case Statistics
See total cases, active cases, and status breakdowns in real-time stat cards and charts.
Open Case Statistics ↗Alerts & Notifications
Critical alerts appear automatically: overdue deadlines, court dates, SOL warnings, and new leads.
Open Alerts & Notifications ↗Today's Calendar
See today's court appearances, deadlines, and events right on your dashboard.
Open Today's Calendar ↗Customize Dashboard
Show or hide widgets to focus on what matters to you.
Case Management
Create, track, and manage all your cases
Creating a Case
Start a new case with full details — caption, parties, court, insurance info, and more.
Open Creating a Case ↗Case Detail Page
Everything about a case in one place — organized into tabs for easy access.
Open Case Detail Page ↗Case Status Workflow
Track cases through their lifecycle: Intake → Active → Discovery → Trial → Settled → Closed.
Cases List & Filtering
View all cases with powerful filtering, sorting, and search.
Open Cases List & Filtering ↗Bulk Operations
Update multiple cases at once — change status or reassign in bulk.
Open Bulk Operations ↗Case Timeline
Visual timeline showing every event in chronological order.
Case Lifecycle Flow
Intake & Lead Management
Capture new leads and convert them to cases
Intake Forms
Custom intake forms with conditional logic, multiple field types, and progress tracking.
Open Intake Forms ↗AI Voice Intake (Vapi)
AI-powered phone intake — callers speak to an AI that captures case details.
Open AI Voice Intake (Vapi) ↗Lead Tracking
Track leads through the pipeline: New → Contacted → Qualified → Retained or Rejected.
Open Lead Tracking ↗Communications
SMS, email, calls — all in one place
Outlook Email
Read, search, and reply to emails directly from the CMS — powered by Microsoft Graph.
Open Outlook Email ↗Text Messages (SMS)
Send and receive texts via Twilio or your Android phone's SMS gateway.
Open Text Messages (SMS) ↗Call Logs
Track all phone calls with duration, status, recordings, and transcriptions.
Open Call Logs ↗Auto-Linking
Communications are automatically matched to cases and contacts by phone number and email.
Calendar & Deadlines
Never miss a court date or deadline
Deadline Management
Create and track deadlines with priority levels and reminders.
SOL Tracking
Statute of limitations auto-calculates based on case type and accident date.
Documents
Upload, organize, and manage case documents
Document Library
Upload and organize documents with folders, categories, and search.
Open Document Library ↗Google Drive Integration
Store and organize case files in Google Drive with automatic folder structure.
DocuSign e-Signatures
Send documents for electronic signature and track status.
Client Visibility
Control which documents clients can see in the Client Portal.
Medical Records
Request, track, and manage medical records
Record Requests
Track the full lifecycle: authorization → request → follow-up → receipt → review.
Open Record Requests ↗NRR Integration
Order medical records automatically through National Record Retrieval.
AI Medical Summarization
Claude AI analyzes medical records and generates detailed summaries.
Provider Directory
Maintain a database of healthcare providers with contact info.
Medical Records Lifecycle
Court Integration
NYSCEF, eWatch, and Westlaw — all connected
NYSCEF
Search NYSCEF, monitor cases, download filings, and get alerts for new documents.
Open NYSCEF ↗eWatch / eLaw
Monitor court appearances, conferences, and hearings from eLaw.com.
Open eWatch / eLaw ↗Westlaw Docket Summary
View Westlaw docket summaries and link to legal research.
Billing & Finance
Time entries, invoices, expenses, and trust accounting
PI Practice Tools
Settlement calculator, liens, demands, and more
Settlement Calculator
Calculate net recovery with fee structures, liens, and expenses.
Open Settlement Calculator ↗Lien Management
Track Medicare, Medicaid, and Workers Comp liens with negotiation history.
Open Lien Management ↗Demand Letters
Generate settlement demand packages with medical specials and negotiation tracking.
Open Demand Letters ↗Referral Tracking
Track referral sources, fee percentages, and top referrers.
Open Referral Tracking ↗Settlement Calculation Flow
Notes & Tasks
Keep track of everything you need to do and remember
Case Notes / Diary
Add notes to any case — categorize as strategy, research, client communication, or internal.
Open Case Notes / Diary ↗Tasks (Google Tasks)
Create and manage tasks synced with Google Tasks, linked to cases.
Open Tasks (Google Tasks) ↗Voice Notes
Record voice memos and get AI transcriptions.
Workflow Automation
Automate repetitive tasks with trigger-based workflows
Creating Workflows
Set up triggers and actions to automate case management tasks.
Open Creating Workflows ↗Workflow Example: New PI Case
Document Templates
Create reusable documents with merge fields
Template System
Create document templates with merge fields that auto-populate from case and client data.
Open Template System ↗Client Portal
Secure client access to case information
Portal Setup
Create portal access for clients with email + PIN authentication.
Client Messaging
Secure two-way messaging between the firm and clients.
Search & Navigation
Find anything in the system instantly
Global Search (Ctrl+K)
Search across cases, contacts, deadlines, notes, and documents from anywhere.
Administration
Staff, settings, integrations, and audit trail
Staff Management
Manage team members with roles: Admin, Attorney, Paralegal, Secretary.
Open Staff Management ↗Insurance Company Directory
Central database of insurance companies with claims contact info.
Open Insurance Company Directory ↗Integrations (Settings)
Connect Google, Microsoft, DocuSign, and other services.
Open Integrations (Settings) ↗Tips & Keyboard Shortcuts
Work faster with these power-user features