Civil legal aid · 19+ programs · All at one price

Case management for legal aid, all at one price.

Intake, matters, timekeeping, documents, grants and reporting, plus an AI assistant that answers from the case file in front of you. One price covers all of it. There are no modules to add on and no per-feature fees.

A person reads what you send

Case2026-00418
Problem
62 · Eviction / ejectment
Funding
LSC basic field
Advocate
R. Ellsworth
Status
Open · merits

Ask the matter

What court is the hearing in, and what have we filed?

The hearing is set in Courtroom 4B of the Circuit Court for Jones County, before Judge Smith. An answer and a jury demand were filed on July 9.

Drawn from

  • notice_of_hearing.pdf
  • answer_filed_0709.pdf
Sample record · demonstration data, not a real client

See Ciprocity in practice

A guided tour of the work

Short demonstrations recorded in a demo system with sample data.

Ask the Matter

Real product footage · Captions included

19+

Legal aid organizations on the hosted fleet, each on its own instance

400+

Advocates, paralegals and administrators working in it daily

24+ yrs

Of continuous service to civil legal aid

The platform

Everything a legal aid program runs on, in one system

Ciprocity is not a general-purpose CRM like Salesforce bent into shape. It was built for civil legal aid, and it speaks the vocabulary: problem codes, funding sources, eligibility, timeslips, outcomes, LSC reporting.

Intake and eligibility

Prescreen, financial eligibility against current poverty guidelines, citizenship status, duplicate detection, and conflict checking before a case is ever opened.

Matters and case detail

A three-pane case record with a point-and-click tab builder, custom fields, and outcome goals.

Time and calendar

Timeslips with a pop-up timer and a quick-entry sheet, activity types, time approvals, and a shared calendar.

Documents

A documents browser with OCR on scanned uploads, document assembly from your program's own templates, and form letters. An AI assistant reads an uploaded Word form and suggests where template tags belong; an administrator reviews each suggestion before anything changes.

Reporting and grants

A reports catalog, MegaReport for ad-hoc queries, scheduled reports by email, plus a grants manager with funder ledgers and per-case eligibility filters.

Referrals, pro bono and outside access

Pro bono and referral tracking, inter-office transfers, limited logins for outside volunteers and partner organizations, and APIs for connecting the intake tools your program already uses.

Communications

SMS with appointment reminders and inbound email from active staff accounts that threads into the case conversation.

Specialty modules

HUD housing counseling with 9902 and ARM reporting, immigration, VAWA and clinics, switched on per organization.

Matter AI

An assistant that has read the file, and shows you what it read

Most legal software has added a chatbot. The question worth asking is what it can see. Matter AI sits on the case-detail screen and answers from that matter's own documents, activities and parties, citing the documents it drew on so an advocate can check the work. Casey, the separate helper in the corner of every screen, answers how-do-I questions from the manual and never sees case content at all.

Ask the matter

Free-form questions answered from case metadata, the activity timeline, and retrieved excerpts of the case's own documents. If the answer isn't in the file, it says so instead of inventing one.

Choose where inference runs

Use Gemini on Vertex AI, an OpenAI-compatible provider, or Ollama on hardware you control. AI features stay off until your organization chooses a provider and enables them.

Drafting that stays a draft

Summaries, client emails, and motion drafts are always proposed, never written into the record on their own. A person accepts them.

Your own AI project

Each organization's AI runs in its own cloud project with its own budget cap and kill switch. Nothing is pooled across customers.

Architecture

One organization, one server

Your matters do not share a database with another program's matters. Every customer is provisioned onto a dedicated instance with its own database, its own document storage and its own backups. Nobody else shares your server.

Dedicated instance

A dedicated virtual machine provisioned for your organization alone in the United States, with its own subdomain and TLS certificate.

Backups you can hold

Encrypted daily backups, and a full data download you can run yourself whenever you want it. Your data leaves in a format you can read.

Access control that matches practice

Security levels by group, per-office scoping, and ethical walls that hold at the database and the AI retrieval layer alike.

Single sign-on

OIDC against Microsoft Entra or Google, TOTP two-factor, forced re-authentication on sensitive actions, and a full audit log.

Your data

Your records stay yours

Your case history sits in its own database on an instance provisioned for your organization alone.

If you ever need a copy, or decide to move on, we provide a database export and your document storage on request, with no exit fee.

Who builds it

A legal aid technologist, not a venture-backed platform play

Ciprocity is built and operated by Pezgah Systems, LLC, co-founded by Alex Clark and Josh Lazar. Alex is a former legal aid attorney and full-stack developer who has built software professionally since 2003 and worked in civil legal aid technology since 2014.

That matters mostly for one reason: the person deciding what Ciprocity does next has sat through the intake, watched the grant report get assembled by hand, and knows what an LSC audit asks for.

See it with your own matters

Tell us how your program works and we will stand up an instance configured around it.