March 3/27/26 Tech Tips

Introducing Longbow One: The Next Chapter for Longbow Firms. This is the first in a series of posts introducing Longbow One — the new web-based Longbow — to the firms that have been running the Longbow Windows application for years. If you're one of those firms, this post is written specifically for you.

For some of you, Longbow has been part of your daily routine for a long time. Your paralegals open it first thing in the morning. Your attorneys live in the case screens. Your office managers have configured the dropdown lists, built the document templates, and tuned the system to fit the way your firm actually works.

We know how much that's worth. We also know that you chose Longbow in the first place because it was built around how a plaintiff firm operates — not as a generic legal tool that you had to bend into shape. That hasn't changed.

What has changed is what's possible. And that's what Longbow One is about.

What Longbow One is

Longbow One is the next generation of Longbow, rebuilt as a web application. It runs in your browser — Chrome, Edge, Safari — on any computer, tablet, or device with an internet connection. There's no software to install on anyone's machine. There's no Windows dependency. You open a browser, log in, and you're in your firm's Longbow.

Underneath, it's the same SQL Server database your firm has been building for years. Your cases, your contacts, your notes, your calendar, your documents — they're all there. We didn't throw out the foundation. We built a better building on top of it.

What will feel familiar

If you've been using the Longbow Windows app, you're going to recognize the new system immediately. We didn't change things for the sake of changing them. The concepts you know are still the concepts that matter.

Your cases still open in their own windows — they're browser tabs now instead of individual windows, but the behavior is the same. You can have Smith v. Jones open in one tab and Garcia v. Metro Transit in another, working both at the same time without losing your place.

The case form still has the sections you expect: case details, contacts, documents, notes, calendar, email, litigation, and ledger. The information lives where you'd look for it.

Your document templates and merge codes still work. The same merge field system that auto-fills client names, case numbers, firm addresses, and provider details into your letters and authorizations is alive and well in Longbow One.

Your dropdown lists — the case statuses, the referral sources, the contact roles, all of those values you've configured over the years — they come forward. Your firm's vocabulary is your firm's vocabulary.

And the activity log still records every change. Who did what, when, on which case. The compliance trail you depend on is intact.

What's new

Here's where it gets interesting. Longbow One isn't just the old system in a browser. It's a fundamentally more capable platform, and the features we've added are the things we've been hearing you ask for — some for years.

A dashboard that knows your role. When a managing partner logs in, they see the firm: pipeline value, revenue trends, attorney performance, SOL alerts across every case, and stale cases that need attention. When a working attorney logs in, they see their caseload: today's tasks, upcoming deadlines, pending demands, and clients who need a phone call. When a paralegal/Law Clerk/Secretary logs in, they see their work queue: tasks due today, outstanding medical records requests, attorney instructions, and lien status. Three roles, three completely different home screens — each one built for how that person actually spends their day.

Visual case management. Longbow One has a firm-wide Kanban board where you can drag tasks between status columns, a per-case Kanban that organizes tasks by workflow stage (Intake through Settlement), and a firm timeline — a Gantt-chart-style view where every active case appears as a horizontal bar with SOL deadline markers. You can see your entire caseload's health in one glance.

Task playbooks. Define your firm's standard workflow for a new PI intake, a demand package, or a WC arbitration petition — step by step, with assignees and due dates. Apply it to a case with one click, and every task is created automatically. Your best practices, systematized and repeatable.

AI that reads your cases. This is the one that changes the game. Longbow One has an AI assistant — powered by Claude — that reads the actual data on your case: the stage, the contacts, the existing tasks, and the recent notes. It then suggests specific next steps you may have missed. "Request medical records from treating physician." "Schedule IME." "Follow up on outstanding lien letter." You review each suggestion and accept or dismiss it with one click. Every AI interaction is logged for your records.

Electronic signatures from the case file. Select a document, click send, and the client gets a signing request. Track whether they've opened it, viewed it, or signed it — all from within the case. When the signing is complete, the signed document and audit trail file themselves back into the case automatically. When a client is sitting across from you at intake, they can sign the retainer on your screen without leaving the application. No printing, no scanning, no chasing.

Microsoft 365 integration. Your calendar events in Longbow sync to Outlook automatically. Your email inbox is accessible inside Longbow — read, reply, and link messages to cases without switching applications. AI Assist will help you link emails to the correct case.

Real-time team chat. Firm-wide channels for general communication and case-specific channels tied to individual matters. When someone posts in a case channel, it's part of the case record. File attachments shared in case chat automatically save to the case's document library. It replaces the need for a separate messaging tool and keeps case discussions where they belong — in the case.

What's coming in this series

This post is an overview — the big picture of what Longbow One is and why we built it. Over the coming weeks, we'll go deeper into the features that matter most to your daily work:

Post 2: Your Dashboard, Your Way — A closer look at the three role-based dashboards and how they change the first 10 minutes of your morning.

Post 3: Tasks, Playbooks, and Kanban — How Longbow One's task management keeps cases moving and prevents things from falling through the cracks.

Post 4: AI in Longbow One — What the AI actually does, what it doesn't do, and why it's different from the generic AI tools you've been hearing about.

Post 5: Documents, Templates, and E-Signatures — The document workflow from template creation to signed retainer, all inside the case file.

Post 6: The Client Portal — A new way for your clients to complete intake forms, track their case status, upload documents, and message your team.

What happens next

We'll be sending out invitations to work with a beta version of Longbow One in the coming weeks. You'll be among the first to get your hands on the new system, put it through its paces with real cases, and tell us what you think.

We built Longbow One for the firms that have trusted Longbow for years. Your feedback shaped the Windows application, and your feedback will shape this one. That relationship hasn't changed.