Built for law firms specializing in default servicing, Ethos: Genesis delivers a complete
legal management solution that extends beyond traditional case management. Developed by a team with over 14 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.
Our name, Ethos: Genesis, was carefully chosen from two powerful Latin words:
Supports all practice areas with flexible customization
Everything you need to manage cases efficiently and securely
Intelligent automation and predictive suggestions help streamline Case progression, reduce manual tasks, and identify potential issues before they arise.
Enterprise-grade security with granular access control, comprehensive audit trails, and encrypted data storage with rotating keys to protect sensitive information and ensure compliance.
Tailor Workflow, Document Templates and more to match your firm's unique processes and practice areas.
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.
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.
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.
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.
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.
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. and create custom Dashboards with Widgets. Track Case status, Workflow performance, and billing metrics.
Automate repetitive tasks with conditional logic and Expression-based triggers. Create Actions when Workflow Items complete, dates pass, or custom Conditions are met. Reduce manual errors and save time.
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.
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.
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.
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.
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.
Everything your firm needs in one platform
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.
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.
IOLTA-compliant Trust Accounting with deposits, withdrawals, and comprehensive reconciliation tools. Track Trust balances per Case with detailed transaction history.
Print Checks with custom Templates. Batch printing support, void Checks, mark as cleared, and reconcile with bank statements. Complete Check register and audit trail.
Manage vendor Bills, approve Payments, and process batch approvals. Track Payment status, apply Payments to Invoices automatically or manually with detailed allocation tracking.
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.
Built-in support for States, Counties, ZIP codes, and jurisdictions. Location-specific rules, automatic County lookup by ZIP, and comprehensive address management.
Configure firm Holidays and calculate business days accurately. Workflow deadline calculations automatically skip Holidays and weekends for accurate date projections.
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.
Export Workflows as Templates and import them across Cases or systems. Share best practices, duplicate successful Workflows, and maintain consistency across your practice.
Personalize sidebar, remember form states, customize table views, and save search preferences. Each User can tailor their experience while maintaining consistent data access.
Personal Workflow Dashboard showing all assigned Workflow Items across all Cases. Filter, sort, and track your tasks efficiently. Never miss a deadline or assignment.
Join law firms who trust Ethos: Genesis to manage their most complex cases.