Rumbo · Legal Case Management Software
Rumbo: legal case management software with AI intake built in.
Rumbo keeps every matter, deadline, document, invoice and client message in one place, and its AI intake captures new inquiries from calls and forms without re-typing. It connects with Clio, GoHighLevel and the office tools you already use, and it is HIPAA-compliant with a BAA available.
By William Vasquez, Esq., attorney (NC State Bar, 2011) and founder of Hodos360 · Updated
Quick answer
What is legal case management software?
Legal case management software keeps everything about a firm’s matters in one place: client and case details, deadlines, tasks, documents, time and billing, and client communication. Rumbo, the HODOS360 case management system, adds AI intake on top, so a new inquiry from a call or web form arrives with the details already captured and routed to the right person, with no manual data entry.
Who builds and runs Hodos360?
Hodos360 is built by William Vasquez, a North Carolina attorney since 2011 and U.S. Air Force veteran who founded Vasquez Law Firm. The voice AI and intake automation on this site run in production at his firm, which has four offices in North Carolina and Florida and has handled more than 30,000 cases, in English and Spanish.
Built by a practicing attorney
Designed and run by William Vasquez, NC Bar 2011 and founder of Vasquez Law Firm. Not sold by an attorney. Built by one.
Production-tested in a real firm
The same stack runs at Vasquez Law Firm: 4 offices, 30,000+ cases, 98% client satisfaction. Read the case study.
Bilingual by default
English and Spanish out of the box — voice agents, intake, and support. Designed by a former U.S. Air Force Spanish Linguist.
Military-grade reliability
U.S. Air Force veteran founder. Joint Service Achievement Medal recipient. The discipline that implies.
Which law firms use Rumbo for case management?
Solo, small and mid-size firms that run matters across spreadsheets, inboxes and several separate tools, and firms whose current system stores data but leaves deadlines, follow-up and billing to memory. It suits practices that take many new inquiries by phone or web form, such as immigration, personal injury, workers’ compensation, family and criminal defense, because its AI intake captures them without re-typing.
- Solo and small firms outgrowing spreadsheets and disconnected tools
- Firms whose case management system stores data but leaves the work to staff
- Practices that take many new inquiries by phone and web form
- Immigration, PI, workers’ comp, family, and criminal defense firms
Why do law firms change case management software?
Usually because the system they have stores information but doesn’t do the work. Deadlines live in one tool, documents in another and billing in a third, so details get typed more than once and follow-up depends on someone remembering. Rumbo puts matters, deadlines, documents, billing and client messages in one place and automates the routine steps between them.
- Matters, deadlines, documents and billing live in separate tools that don’t talk to each other
- New inquiries get typed in by hand, with details missed or entered twice
- Deadlines and follow-up depend on someone remembering
- Clients call for status updates because nothing tells them where their case stands
What does Rumbo do for a law firm?
Rumbo centralizes every matter with instant search, tracks deadlines and filing requirements automatically, generates documents from AI-powered templates, tracks billable time and creates invoices, and keeps clients informed through secure messaging and automated status updates. Its AI intake captures new inquiries from calls and forms, and it connects with Clio, GoHighLevel, Google Workspace, Microsoft 365, QuickBooks and more. Callers who speak Spanish can be answered by our bilingual AI receptionist, which uses one agent for English and Spanish.
Every matter in one place
Case information, deadlines, tasks and documents are centralized with intelligent organization and instant search, so anyone on the team can find a matter fast.
AI intake, no re-typing
New inquiries from your website, phone calls or forms are captured automatically. The AI qualifies them, collects the required information and routes them to the right person with no manual data entry. Phone inquiries can come in through our AI voice agent, which qualifies real legal intakes and books consultations into your calendar.
Deadline and filing tracking
Deadlines, regulations and filing requirements are tracked automatically, so time-sensitive matters surface before they turn into a problem.
Time tracking and invoices
Billable hours are tracked automatically and invoices are generated in one click, with Stripe and QuickBooks connections for payments.
Client communication hub
Secure messaging, document sharing and automated status updates keep clients informed without extra calls to your office.
Security built in
HIPAA-compliant with a BAA available: 256-bit AES encryption at rest and in transit, role-based access control, audit logs and daily automated backups.
How does Rumbo compare with separate point tools or spreadsheets?
Rumbo keeps matters, deadlines, documents, billing and client messages in one system, with AI intake feeding it. Separate point tools can each do part of that job, but details get re-typed between them, and spreadsheets leave deadlines and follow-up to memory. The table compares all three on where the work lives, intake, deadlines, billing, client updates and security.
| Rumbo | Separate point tools | Spreadsheets and email | |
|---|---|---|---|
| Matters, deadlines and documents | One place, with instant search | Spread across tools | Scattered files |
| New inquiries | AI intake captures them, no re-typing | Typed in by staff | Typed in by staff |
| Deadline and filing tracking | Automatic | Varies by tool | Manual reminders |
| Time tracking and invoices | Built in | A separate billing tool | Manual |
| Client updates | Secure messaging and automated status updates | Email and phone | Email and phone |
| Security | HIPAA-compliant, BAA, role-based access, audit logs | Varies by tool | Depends on your setup |
What do firms ask before choosing legal case management software?
Most ask whether it works with the tools they already use, how secure client data is, whether new inquiries can flow in automatically, and whether billing is included. The short answers: Rumbo connects with Clio, GoHighLevel and common office tools, it is HIPAA-compliant with a BAA available, its AI intake captures new inquiries, and it tracks time and creates invoices. The details are below.
What is Rumbo?
Rumbo is the HODOS360 case management system for law firms in any practice area. It keeps matters, deadlines, documents, billing and client communication in one place, adds AI intake, and connects with tools such as Clio, GoHighLevel, Google Workspace and QuickBooks. Its product page lists every feature and integration.
Can Rumbo work with Clio?
Yes. Clio is one of Rumbo’s integrations, alongside GoHighLevel, HubSpot, Salesforce, Google Workspace and Microsoft 365. Tell us how your firm uses Clio today and we’ll show you how the two fit together.
How does the AI intake work?
New inquiries are captured automatically from your website, phone calls or forms. The AI qualifies each one, collects the information your firm needs and routes it to the right team member, all without manual data entry.
Does Rumbo handle billing?
Yes. It tracks billable time automatically, generates invoices, sends payment reminders and connects with Stripe, QuickBooks and other payment processors.
Is client data secure in Rumbo?
Yes. Data is protected with 256-bit AES encryption at rest and in transit, role-based access control with audit logs, and daily automated backups with point-in-time recovery. HODOS360 is HIPAA-compliant, with a Business Associate Agreement (BAA) available.
Who builds Rumbo?
HODOS360, the technology company founded by William Vasquez, a North Carolina attorney since 2011 who runs Vasquez Law Firm. The intake and voice AI in the HODOS360 stack run in production at his firm, which has four offices in North Carolina and Florida.
Which Hodos360 services work alongside Rumbo?
Rumbo works alongside the rest of the Hodos360 stack: the Clio integration for firms that keep Clio, intake automation that moves new callers into your systems, a 24/7 answering service built for law firms, and practice management software for the business side of running a firm.
Want this running in your firm?
Book a 30-minute demo. We’ll review your intake workflow and stand up a pilot — typically live within 2 weeks.