Platform tour
A complete legal aid case management system, not a starting point you configure for a year.
OCM’s Pika lineage reaches back at least to 2002. What follows is what ships. Every organization gets all of it, on every plan, and turns on the parts that match its practice.
Front door
Intake, eligibility and conflicts
Everything that happens before a case exists, and the checks that decide whether it should.
Prescreen and full intake
Start an eligibility intake or a full client intake, continue a partial one from search, and catch duplicate intakes before two advocates open the same matter twice.
Financial eligibility
Income and asset review against the current federal poverty guidelines, which update in place, plus citizenship-status eligibility and a documented review step.
Conflict checking
Name-based conflict search across clients, opposing parties and related contacts, with a semantic check that also catches near-matches a string search misses.
External and public intake
Connect Docassemble, Gravity Forms, Jotform, FormAssembly or Formidable Forms to intake. OCM also has a documented REST API, and we can work with you to connect another intake system.
Red flag rules
Configurable rules that surface a warning on a contact or case, covering safety concerns, prior conduct and do-not-serve determinations, where staff will actually see them.
Referrals and transfers
Send a matter to another office or partner organization, manage the transfer queue, and track what came back undeliverable.
Daily work
Matters, time and calendar
The screens advocates live in. The design goal is a case record you can read in one pass.
Case detail
A three-pane record with case tabs your administrator controls. Add a tab, reorder them, hide one your program does not use, without a support ticket.
Custom fields and case numbering
Add the fields your funders ask about, and number cases the way your program already numbers them, per office.
Activities and timeslips
One timeline for notes, time, ticklers and appointments, coded by activity type and funding source, with deadlines and a chronology view.
Pop-up timer and quick entry
Run a timer while you work, or fill a week of timeslips on one quick-entry sheet that records type of activity and a funding code.
Time approvals
Route timeslips for supervisor approval where your grants require it, without turning it on for programs that do not.
Shared calendar
A shared calendar with jump-to-date, appointments tied to matters, and staff scheduling in the same activity timeline as notes and deadlines.
Paper
Documents and assembly
Legal aid produces documents all day. This is the part that decides whether staff stay in the system or drift back to a shared drive.
Documents browser
Every file on the matter in one place, with OCR on scanned uploads running in the background so an upload never waits on it.
Document assembly
Merge case and contact data into your own templates with a documented tag vocabulary, so a retainer or a closing letter is one click.
Form letters
A managed library of letters your program has already standardized, editable by administrators rather than by us.
Audio transcription
Transcribe a recorded client interview or hearing to a case document and a note, keeping the source audio attached to the matter.
Accountability
Reporting, grants and compliance
The work that decides whether your program gets funded again next year.
Reports catalog
A library of standard legal aid reports, saved views, and per-group permission over who may save a report's parameters.
MegaReport
Ad-hoc querying across cases, activities and contacts when the standard report is not the one you need, with charts.
Scheduled reports
Any report, on a schedule, delivered by email to the people who need it, without anyone remembering to run it.
Grants manager
Funders, ledgers, manual balance adjustments, per-case eligibility filters, deadlines and indirect cost, so a case knows which grant it is billable to.
HUD housing counseling
9902 reporting and ARM administration with a submission portal, for programs carrying a HUD counseling grant.
Audit log
A record of who did what, available to administrators, covering logins, privilege changes and record access.
Reach
Clients, partners and automation
The parts that extend past staff, and the rules that run when nobody is watching.
SMS
Two-way messaging and automatic appointment reminders tied to scheduled activities.
Inbound email
Messages sent by active internal staff accounts can be matched and threaded into a case conversation. Restricting accepted senders helps keep spam out of the record.
Pro bono module
Panel management, placements, and an enhanced module for programs that run a substantial volunteer practice.
Workflow engine
When-this-happens-do-that rules on case open, status change and activity creation, configured by your administrator.
REST API and MCP server
A documented bearer-token API over cases, contacts and activities, plus a Model Context Protocol server so AI clients can work with your data under scoped permissions.
MCP server shipped August 2026; OAuth client support is current.
Practice areas
Specialty modules
Switched on per organization, so programs that do not need them never see them.
Immigration
Fields, screens and reporting for immigration practice.
VAWA
The confidentiality and reporting handling that VAWA-funded work requires.
Clinics
Run and record legal clinics, including participants who never become full cases.
Knowledge hubs
Knowledge Hubs: named collections of your own practice guides, intake scripts and policy memos that staff can ask questions against, so guidance stops living in one person's head.
Product walkthroughs
Follow the work from intake through operations
Short demonstrations recorded against the configured demo system with synthetic data, grouped here so you can inspect the workflows that matter to your program.
Quick Capture
Real product footage · Captions included
See it against your own matters
A trial instance is provisioned for your organization automatically. If you would rather be walked through it first, we will do that instead.