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For law firmsWorks with Microsoft 365

Emails come in.Trovve automatically links emails to cases, assigns tasks, saves attachments, and tracks follow-ups—so your team spends less time organizing and more time getting things done. Emails come in. Trovve organizes the work. Trovve automatically links emails to cases, assigns tasks, saves attachments, and tracks follow-ups—so your team spends less time organizing and more time getting things done.

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Outlook
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New client inquiries don’t get lost. Client questions and court notices reach the right person. Important emails and files stay with the right case, and follow-ups stay on track. When an email doesn’t need action, Trovve doesn’t create another task.

Interactive demo with sample emails. Results depend on your firm’s rules.
How it works

Know what to do next. Get it done faster.

Trovve shows what needs attention and helps you take the next step, without jumping between apps.

My Day {{ hw.leftCount }}
Sam Patel Sam PatelAttorney
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Plea_Offer.pdfAttached · State v. Ruiz
Trovve organizes it. Sam makes the call.
To: Jenna Torres · Re: Any update on my case?
Drafting with Jenna’s case info…
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Discovery received · Oct 8 Next hearing · Nov 12, 9:00 AM
Reply sent. Task complete. No follow-up needed this time. If it were, the same task would stay open.
To: Marcus Brooks · Re: Call this week?
Pick the times you want to offer
Hi Marcus, happy to talk. Here are a few times that work for me: {{ p }} Pick at least one time above. Let me know which works best. — Sam
Share your available times with Marcus, right from Trovve.
Times sent to Marcus. The task stays open, waiting for Marcus to reply.
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ENGAGEMENT AGREEMENT PLEA OFFERSAMPLE CaseState v. RuizFromOffice of the District AttorneyRespond byOct 20, 2026
Daniel AlvarezClient signature Oct 12, 2026Date
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Agreement reviewed. Task complete. The email and signed PDF stay saved with Daniel’s case.
Plea offer reviewed. Task complete. Sam decides how to respond. The offer stays saved with the case.
Four tasks. Four useful actions. Less work for the team.
From inquiry to client

Turn new inquiries into clients.

Know who needs a call, when to follow up, and what happens next. When someone hires your firm, start their case without starting over.

Leads · Pipeline
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KN Kevin Nguyen
“I need a lawyer” DRDana Reyes{{ lp.rel }}
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KN Kevin Nguyen {{ lp.rel }}
“I need a lawyer” · Dana Reyes
What’s happened
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Next step Call Kevin today. Ask Kevin what kind of legal help he needs.
Call logged Kevin wants help with a DUI charge. Dana noted what she learned. Nothing was dialed.
Next step Schedule a consultation. Spoke with Kevin. He wants to meet with an attorney.
Pick a time for Kevin’s consultation With Sam Patel · 30 minutes
Consultation booked with Kevin {{ lp.when }} Sam Patel, attorney Next: meet with Kevin. Example: after the consultation, Kevin signs an engagement agreement.
Kevin is now a client. The firm confirmed he hired you. His emails and notes stay with him. Ready to start his case?
Create case
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Kevin Nguyen — DUI DefenseClient: Kevin Nguyen · Template: Criminal Defense
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Kevin’s case is ready.
Interactive product preview with sample data. Stages are set by your firm.
Your cases, organized

Keep every case on track.

See what needs to be done, who’s handling it, and where the files are—all in one place.

State v. Daniel AlvarezActive Client: Daniel Alvarez · Criminal Defense ML Sam Patel Maria Lopez, Sam Patel
{{ t.title }} ML {{ t.who }} · {{ t.note }} Urgent {{ t.due }}
Upcoming for this case
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SharePoint›State v. Daniel Alvarez›{{ cs.folderName }}
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The clerk’s email and its PDF are saved with this case.
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All your cases, one view

See every case. Know what’s coming up.

See where each case stands, what’s coming up, and the details that matter to your firm—all in one place.

Cases
CaseNext eventStage Case number Court name
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{{ r.name }}{{ r.cm }}{{ r.client }}{{ r.stage }} {{ r.evLine }} Case number · {{ r.num }} Court · {{ r.court }}
Team conversations

Catch up on a case in seconds.

Trovve brings emails, team comments, and case updates together. Get a quick summary or ask a question.

State v. Daniel Alvarez Conversations
AI case summary

The court returned Daniel’s filing. Maria is reviewing what needs to change, Sam will prepare the corrected motion, and the hearing details still need to be confirmed.

What’s left to do Review the returned filing. Prepare the corrected motion. Confirm hearing details.
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Ask Trovve about this case
Get answers from this case’s messages, tasks, and files.
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Checking the case
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Interactive product preview with sample conversations.
Built for law firms

Built for the work law firms do.

From court notices and discovery to client questions and paperwork, Trovve helps your team keep things moving.

Criminal Defense

Keep court notices, filings, discovery, and client updates connected to the right case.

When this happens
Court filing returned
Trovve helps
Maria gets a task to review it.
Family Law

Keep client questions, important documents, meetings, and follow-ups organized.

When this happens
Client sends signed documents
Trovve helps
Documents saved with the case.
Flexible for your firm
Make Trovve fit the way your firm works.

Choose how emails are handled, set up cases your way, and track the details that matter to your team.

Email rules Choose which emails need a task and which just need saving.
Court noticeSave with case
Case templates Start new cases with tasks and folders already set up.
New caseTasks + folders ready
Case details Choose what details to track, like the court, charge, or discovery status.
Discovery status:Received
Case stages Track where each case stands as work moves forward.
PendingActiveClosed
Real customer story

Know where your new clients come from.

New clients find law firms in different ways. Trovve helps track who contacted you, where they came from, and what happened next.

GL Gordon LawCriminal Defense · Texas Trovve Customer Inspired by Gordon Law’s real intake channels. Lead examples and analytics use sample data.
People contact the firm in different ways.
Trovve keeps track of what happens next.
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Source{{ gs.lead.source }}
OwnerAssigned to intake
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Over time, the firm moves each person forward:
Find out what’s working. LeoYour Pipeline Analyst
Checking leads
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Real customer. Sample data. Product preview.
Works with your tools

Keep your tools. Add Trovve.

Trovve works with Microsoft 365 to organize your emails, case files, and team updates.

Outlook Turn incoming emails into organized work.
SharePoint Keep files with the right cases.
Teams Get updates when work needs attention.
Already using Clio or another case-management system? Keep it. Trovve helps your team manage emails, tasks, files, and follow-ups around your cases.
Getting started

Trovve learns from your emails.

Connect Microsoft 365. Trovve finds your clients, cases, and repeated work. You check what it finds before getting started.

1 Connect Microsoft 365 Sign in with Microsoft so Trovve can look at your recent Outlook emails.
Your emails aren’t changed during setup.
2 Trovve finds your work It finds clients, cases, and work your team does often.
Trovve found a caseState v. Daniel AlvarezClient and case found in your emails
3 Check and start Review what Trovve found, make changes if needed, and see how it handles emails.
Ready to review Court emailReview task for Maria Looks right?

Preview of our adaptive setup experience. Sample case shown.

Nikaylia Gayle, Trovve Product Assistant
Real human help Want help? We’ll set up Trovve with you. Nikaylia can help organize your clients, set up your cases and email rules, and show your team how to use Trovve. Nikaylia GayleTrovve Product Assistant Optional paid service
Take back your time

Your inbox has work waiting. Let Trovve handle it.

Spend less time organizing emails and more time helping your clients.

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