One case per matter. You and your client both work inside it.
You open the case in the Kacti desktop app and invite your client. Whatever either side sends goes to the case: filed, on both of your own computers.
One email invitation, and your client is in.
You open a case and send the invitation; it goes to your client's email. They install the same app and join from it. There's no signup page and no website login for them to remember.
An invitation from the firm is the only way in, so who's on the case is exactly who you put there. Your client's part stays this small: one email, one install, done.
You send inside the case, not over email.
Each case is its own private channel between your firm and your client: what you send there reaches the people on the case, and no one else.
Only what you send travels. Your drafts, notes, and working files stay on your side of the case, and your client sees them only if you send them.
Your client sends the same way, and it lands on your side already in the case. Nothing you send can leave the case, even by accident.
Every file ends up filed. The folder is yours.
Whatever comes in on a case ends up filed in your case folder, and the filing doesn't land on you. Your client has a folder of their own on their computer, and it fills the same way, with what the two of you have sent each other and nothing else.
You pick where your folder lives: your own disk, or a drive your firm already works out of, like Google Drive or Dropbox, and filed items land there.
It's an ordinary folder: open it, attach from it, bring anything into the tools you already use. Every case follows the same structure, so the fortieth looks like the first and nobody spends an afternoon re-sorting. And because it's just a folder, if you ever stop using Kacti, it stays with you.
Six months in, the record is already in order.
Every item on the case carries who sent it and when, so when a question comes up later, the record answers it. Everything you and your client exchange lives in one place, so finding the version somebody sent in March is one search of the case, not three inboxes.
Both sides keep their own record. We don't.
Your case folder lives on your firm's computers. Your client's folder lives on theirs, holding what was sent between you. Neither side needs our systems to read its own record.
Encrypted before it leaves your device, unreadable to us, and gone from our side once it's delivered. The full detail is on the Security page.
Scans and phone photos become searchable. The AI is optional.
Much of what a client sends is paper photographed with a phone. The AI does two jobs on the files you give it: it labels each one for what it is, so you can tell them apart without opening them, and it reads scanned pages and photos, so the photo from March turns up by what it says.
It has no part in sending, receiving, or delivering anything, and search of messages and every readable file runs on your own computer either way.
Those two jobs are the only time a document is read off your computer, under a contract that forbids storing or reusing it; no case data is retained. You pick the files each time, one document or a group, and anything you don't pick is never sent to the AI. The detail is on the Security page.
The whole journey moves inside the case, not just the sending.
Between a firm and its client, email is the whole route a document travels: sent as an attachment, received in an inbox, remembered as best each side can, dug out of a mailbox later, filed by hand. Kacti walks the same route inside the case.
- You send a file and a message; your client receives them and sends theirs back.
- Every item carries who sent it and when.
- You find it by searching the case, not a mailbox.
- It ends up filed in each side's own case folder.
Same habits, one case.
We're building this with design partners. You could be one.
Our design partners are lawyers and paralegals whose day-to-day case work shapes the product. Talk to us and we'll walk you through how it works and what being a partner looks like.