AI-Native Legal Management

Case management, reimagined.

Ethos: Genesis is a complete legal management solution, not just another case management system. Intelligent automation, secure case tracking, robust reporting and unparalleled customization, built into one modern platform so your firm can not only survive, but thrive.

Servicer compliant Encrypted data storage Complete audit trail
Ethos: Genesis dashboard showing case counts, active cases, collection arrangements, status changes and workflow pipeline widgets
15+
Years of Legal Industry Expertise
100%
Web-Based, With Nothing to Install
9+
Practice Areas Supported
1
Unified Platform for Your Entire Practice
Specialized For

Built for the way your practice works

Foreclosure Bankruptcy Eviction Collection Litigation Loss Mitigation Regulatory Compliance Title Curative Corporate Law

Supports all practice areas with flexible customization

Interested in Ethos: Genesis?

See how Ethos: Genesis can streamline your firm's workflow and increase efficiency while reducing costs. Contact us to schedule a personalized demo or for more information on how Ethos: Genesis can benefit your practice.

Features

Powerful Features Built for Legal Professionals

Everything you need to manage cases efficiently and securely

AI-Native by Design

Built in, not bolted on.

Most case management systems were designed long before modern AI, and now attach a chatbot to the side as an afterthought. Ethos: Genesis was architected with AI from day one. Intelligence is woven into the platform itself, so it lives where your work happens and understands how your firm is configured.

And because privacy was part of the design from the very start, your sensitive case data stays protected and under your control.

In-App AI Assistant

Get instant answers in plain English, right where you work, tailored to how your firm is set up.

AI-Drafted Templates

Go from idea to ready-to-use document template in a fraction of the time.

Intelligent Search

Describe what you're looking for in your own words and let Ethos: Genesis find it.

Private & Governed

Built-in safeguards and firm-level controls keep AI usage private, secure and accountable.

Security Focused

Enterprise-grade security with granular access control, comprehensive audit trails, and encrypted data storage with rotating keys to protect sensitive information and ensure compliance.

Highly Customizable

Tailor Workflow, Document Templates and more to match your firm's unique processes and practice areas.

Advanced Workflow Engine

Visual Workflow Builder with intuitive interface. Create reusable Workflows, set dependencies, Project Timelines, inject Secondary Workflows, and more. Our Workflow Engine does the work so you don't have to.

Smart Document Generation

Generate Documents using our powerful Templating Engine, create Templates using our intuitive Template Editor, or use your own document. Upload, organize, and track Document history with full audit trails for servicer compliance.

Complete Accounting Suite

Trust and Operating Accounts with IOLTA compliance. Generate Invoices, print Checks, process Payments, track Time Entries, and reconcile Accounts. Custom Templates and comprehensive billing tools encased in an easy to use interface make Accounting a breeze.

Third-Party Integrations

Connect with industry-leading vendors and services to extend functionality. Integrated API support for property data providers, title companies, document signing services, and more. Build custom integrations using our RESTful API to connect your existing tools and workflows.

Integrated Calendar System

Built-in Calendar supports read only and two-way sync with complete CalDAV support for Outlook, Apple Calendar, Google Calendar sync and more. Generate Calendar Feeds per Case or globally, including support for your firm's Holiday Calendar. Automatic deadline calculations, proactive notifications, and built-in support for external Calendar Feeds so you don't miss important deadlines or events.

Contact Management

Comprehensive records of all Parties involved in a Case. Store multiple Contacts per Person, track addresses, phone numbers, emails, and assign custom Party Types. Easily swap primary addresses with secondary addresses at the click of a button.

Advanced Reporting & Analytics

Visual Report Builder with support for custom queries for power users. Schedule automated Reports, export to multiple formats, and automatically send the output via email. Create custom Dashboards with Widgets to track Case status, Workflow performance, and billing metrics.

Workflow Automation

Automate repetitive tasks with conditional logic and Expressions. Create Actions when Workflow Items complete, dates pass, or custom Conditions are met. Reduce manual errors and save time.

Time Tracking & Billing

Built-in timers and manual Time Entry. Track billable hours with detailed descriptions, calculate costs with custom hourly rates, and seamlessly convert Time Entries to Charges for invoicing.

Customizable Dashboards

Create personalized Dashboards with multiple Tabs for different views. Organize your workspace with drag-and-drop Widgets, set default Tabs, and share Dashboard Templates with your team. Save custom layouts per User.

Powerful Dashboard Widgets

Rich library of pre-built Widgets including Case summaries, Workflow summaries, Time tracking, Calendar events, Financials, and more. Pin important Widgets, configure refresh intervals, and resize to fit your needs.

Powerful Auditing

Comprehensive audit logging for all Case activities, User actions, and system changes. Track who did what and when with detailed audit history. Meet regulatory requirements and maintain complete accountability for servicer compliance.

ChangeVault

Mistakes happen. See a change that shouldn't have been made? ChangeVault has you covered. Instantly, and seamlessly, restore changes directly from any audit page with a single click of your mouse and zero downtime - all within the comfort of Ethos: Genesis.

Capabilities

Complete Legal Management Solution

Everything your firm needs in one platform

Granular Access Control

System-wide, Role-based, Workflow Type, and Case-specific Permissions. Support for temporary access with automatic expiration and scheduled Permission changes. Comprehensive audit trails track all access changes.

Checklists & Task Management

Create reusable Checklists for common procedures. Attach to Workflow Items, track completion status, and add Notes to individual Items. Ensure nothing falls through the cracks.

Trust Account Management

IOLTA-compliant Trust Accounting with deposits, withdrawals, and comprehensive reconciliation tools. Track Trust balances per Case with detailed transaction history.

Check Printing & Management

Print Checks with custom Templates. Batch printing support, void Checks, mark as cleared, and reconcile with bank statements. Complete Check register and audit trail.

Bill & Payment Processing

Manage vendor Bills, approve Payments, and process batch approvals. Track Payment status, apply Payments to Invoices automatically or manually with detailed allocation tracking.

Expression & Condition Engine

Create complex business rules, conditional logic, and dynamic calculations without writing a single line of code. Test Expressions in real-time and use throughout the system for ultimate flexibility.

Geographic Data Management

Built-in support for States, Counties, ZIP codes, and jurisdictions. Location-specific rules, automatic County lookup by ZIP, and comprehensive address management.

Holiday & Business Day Tracking

Configure firm Holidays and calculate business days accurately. Workflow deadline calculations automatically skip Holidays and weekends for accurate date projections.

Case Hold Management

Put Cases on Hold with customizable Hold Types. Track Hold reasons, start dates, and end dates. Automatic Workflow pause/resume when Holds are applied or released.

Workflow Import/Export

Export Workflows as Templates and import them across Cases or systems. Share best practices, duplicate successful Workflows, and maintain consistency across your practice.

User Preferences & Customization

Personalize sidebar, remember form states, customize table views, and save search preferences. Each User can tailor their experience while maintaining consistent data access.

My Workflow View

Personal Workflow Dashboard showing all assigned Workflow Items across all Cases. Filter, sort, and track your tasks efficiently. Never miss a deadline or assignment.

Why Ethos: Genesis

The next generation of case management

See how a modern, purpose-built platform compares to the systems firms have tolerated for years

  Legacy Systems Ethos: Genesis
Artificial Intelligence Bolted on as an add-on, if offered at all Built into the platform from day one
Customization Rigid processes and costly vendor change requests Tailor workflows, templates and rules yourself, no code required
Mistake Recovery Support tickets and lengthy restores One-click restore with ChangeVault
Compliance & Auditing Partial logs and manual reconstruction A complete history of who did what, and when
Accounting Separate software and duplicate data entry Integrated trust and operating accounting
Deadlines Manual calendaring and spreadsheets Automatic deadline calculation with calendar sync
User Experience Dated, cluttered screens with a steep learning curve A modern, intuitive interface personalized to every user
Security & Compliance

Your clients' data deserves more than a checkbox

Security isn't a feature we added later. It's part of the foundation, designed to meet the expectations of servicers, auditors and the clients who trust your firm with their most sensitive information.

Encrypted Data

Sensitive information is encrypted at rest with rotating keys.

Granular Access

Give every user exactly the access they need, and nothing more.

Complete Audit Trail

Every change is recorded, so you can always answer who, what and when.

ChangeVault Recovery

Undo an unwanted change in a single click, with zero downtime.

Servicer Compliance

Built with the audit and reporting demands of servicers in mind.

IOLTA-Compliant Trust

Trust accounting designed to keep your firm's obligations in order.

Integrations

Integration Partners

Seamlessly connect with trusted service providers

Public Notice Agency

Public Notice Agency

A publication vendor specializing in placing legal notices for law firms since 1998. Their services save time and money while ensuring accuracy and reliability, backed by a $1 Million indemnity policy.

Central/Southern US: Alabama, Arkansas, Georgia, Indiana, Mississippi, North Carolina, Tennessee

New England: Connecticut, Maine, Massachusetts, New Hampshire, Rhode Island, Vermont

QuickBooks Online

QuickBooks™ Online

Seamlessly sync financial data with QuickBooks™ Online. Automatically export Invoices, Payments, Checks, and Trust Deposits to your QuickBooks™ account.

Maintain accurate books while managing Cases in one unified system. OAuth 2.0 authentication ensures secure, reliable integration.

GoTo Connect

GoTo Connect

Bring your phone system into your Cases. Calls made and received through GoTo Connect are automatically logged to the right matter, with recordings and transcripts attached when available.

Click-to-dial any number from a Case and keep a complete, accurate contact history without retyping call notes, which supports compliant recordkeeping for collection matters.

Our Story

Built by people who know legal operations

Built for law firms, with deep roots in default servicing, Ethos: Genesis delivers a complete legal management solution that extends beyond traditional case management. Developed by a team with over 15 years of specialized industry experience and refined through collaboration with seasoned legal professionals, Ethos: Genesis provides the advanced functionality and workflow optimization your firm needs to not only survive, but thrive, in a continuously evolving legal landscape.

Ethos: Genesis is not just another case management system, it is a complete Legal Management Solution that streamlines your practice with intelligent automation, secure case tracking, robust reporting, secure data encryption, and unparalleled customization options.

Case management? Yes, we do that.

Our name, Ethos: Genesis, was carefully chosen from two powerful Latin words:

Ethos
(originated from Greek ēthos)

The defining essence, values, or principles that shape a community, culture, or individual

This represents the foundation on which Ethos: Genesis was built.

Genesis
(originated from Greek génēsis)

The origin, creation, or foundational act of bringing something into existence

This is the embodiment of our mission to innovate, and build, a solution that redefines user experience.

Together, Ethos: Genesis reflects the union of purpose-driven values (ethos) and transformative innovation (genesis), underscoring our commitment to crafting a tool that is as meaningful in its mission as it is groundbreaking in its design.

FAQ

Frequently asked questions

Don't see your question here? Our team is happy to help.

Ethos: Genesis is built for law firms, with deep roots in default servicing. It supports foreclosure, bankruptcy, eviction, collection, litigation and more, and its flexible customization means it adapts to virtually any practice area your firm supports.

Every firm is different. Timelines depend on your case volume, practice areas and the data you're bringing with you. During your demo we'll learn about your firm and outline an implementation plan tailored to your needs.

Yes. Ethos: Genesis includes tools for bringing your existing data over, and our team will work with you to plan a smooth transition from your current system.

Security is part of the foundation. Sensitive data is encrypted, access is controlled down to the individual case, and every change is captured in a comprehensive audit trail, with one-click recovery through ChangeVault.

Privacy was designed into Ethos: Genesis's AI from the start. Your firm stays in control of whether AI features are enabled, and built-in safeguards keep your sensitive case data protected.

Yes. Ethos: Genesis connects with QuickBooks™ Online, syncs with popular calendars such as Outlook, Apple Calendar and Google Calendar, and works with a growing list of industry service providers.

Simply schedule a demo. We'll walk you through Ethos: Genesis, answer your questions and discuss how it fits your firm.

Ready to Transform Your Practice?

Join law firms who trust Ethos: Genesis to manage their case workload and increase profit by reducing costs.

Sign In