The platform
What’s inside the platform
A guided walk through the pieces — the core records, the automation engine, the client-facing surface, and the owner’s tools underneath.
Core records
The system of record
Matters
Every engagement gets a matter: a type and subtype, a stage, a status, its own checklist, and everything else on this page linked to it. Pipeline boards show the whole caseload by stage at a glance.
Contacts
People and organizations, related to matters through roles rather than rigid categories. One contact record carries phones, emails, conversations and every matter they touch.
Appointments & deadlines
Scheduling on the matter with Google Calendar sync, availability management, and booking views for the front desk.
Tasks & the activity log
Work items with owners and due dates, plus an automatic activity trail on every record — the answer to “what happened on this file?” is always one click away.
YisraFlow
The automation engine
The part that quietly does the follow-through your team used to carry in their heads.
Workflows
Trigger rules watch for events — a new matter, a stage change, an inbound message — apply your conditions, and run the actions you’ve configured.
Sequences
Multi-step, scheduled follow-up — emails, texts, tasks — that enrolls and unenrolls people automatically as their situation changes.
Scheduled jobs
Time-based automation for the recurring stuff: sweeps, reminders, reconciliation — anything that should happen on a clock rather than on an event.
Internal functions
A library of building-block actions the engine composes — create this, update that, send the other — so new automations are assembled, not programmed.
Variables & templating
Every message and action can pull live data from the matter and contact — names, dates, amounts — through one templating system.
Webhooks in and out
Outside events flow in through inbound webhooks; workflows can call external systems on the way out. The engine doesn’t care where an event was born.
Intake & paperwork
From first contact to signed documents
YisraForms
Build forms with sections, conditional logic and rich field types. Autosave keeps half-finished answers; data modes decide exactly which fields write back to which records.
Documents & requests
Dropbox-backed storage organized by matter, and document-request links that let a client upload what you asked for — straight to the right folder.
E-signature
Template-driven signing through Zoho Sign: send, remind, and file the executed copy on the matter automatically.
Landing pages
Campaign-specific pages served by the platform, wired into the same forms, tracking and automation as everything above.
Client-facing
The parts your clients touch
Client portal
A clean window onto their matter: what you’ve shared, what you need from them, where things stand.
Booking & self-service
Public booking pages and one-purpose self-service links — reschedule, confirm, upload — that work without a login.
YisraVideo
Send a recorded walkthrough on a tracked landing page instead of explaining the same thing on every call.
Connections
Drivers: your tools, plugged in
Outside services connect through small, swappable adapters — so the workflow stays yours even when the vendor changes.
One driver per tool
Phones, email, storage, signatures, contacts — each service sits behind a driver that translates it into the platform’s terms. Swap the vendor; the automations, templates and history don’t move.
Defaults or your favourites
RingCentral or Quo for calls and texts. Gmail or plain SMTP for email. Google Contacts and Calendar, Dropbox, Zoho Sign, Clio. Use what’s there, or ask us to connect what you already use.
Managed connections
Credentials live in a connections framework with built-in live tests, so you can see at a glance that every linked service is actually talking.
Underneath
Owner’s tools
The layer most products hide is a feature here.
API & read-only keys
Scoped keys for integrations and safe read-only keys for reporting, auditing, or pointing an AI assistant at your own data.
DB console & API tester
Inspect and query your data in the app, and exercise any endpoint without leaving it.
System alerts
Operational alerts routed by severity — the important by email, the urgent by text.
Reports & custom views
Reports over live data and per-role custom views, so nobody works out of someone else’s spreadsheet.
Tracked redirects
Branded short links with click analytics for everything you publish or print.
The manual, in-app
Product documentation ships inside the product and updates with it.
Next step
Watch it run
A short screen-share beats a feature list. Tell us what your week looks like and we’ll show you the parts of YisraCase that would carry it.
Request a demo
Two fields and a sentence. We’ll take it from there.