Case management platform

From intake
to resolution,
in flow.

Bahara brings clarity to complex professional work. Built for law firms, legal clinics, and accounting practices — one place to intake, manage, and close every case.

Trusted by
Law firms Legal clinics Accounting firms Solo practitioners
bahara.io — Case Dashboard
47
Active cases
8
New intakes
12
Due this week
BHR-2024-0047
Mercer v. Aldridge Holdings
Contract dispute · Due Apr 28
Active
BHR-2024-0051
Patterson Estate Planning
Estate · Intake pending
Pending
BHR-2024-0039
Okafor Tax Review Q1
Accounting · In review
In review
New intake form received
Sarah M. — 2 minutes ago
Trusted by firms across
Harrington & Associates Meridian Law Clinic Blackwell CPA Group Summit Legal Partners Okafor & Reeves LLP Westgate Accounting
Built for professional services

Everything your firm needs,
nothing it doesn't.

Bahara is purpose-built for the way legal and accounting professionals work — not adapted from generic project management tools.

Smart Intake

Capture new clients and cases with customizable intake forms. Automatically route to the right team member the moment a submission arrives.

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Case Timeline

Track every milestone, deadline, and document in a single unified case view. Never miss a filing date or client commitment again.

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Document Hub

Attach, organize, and share documents directly on each case. Full version history and client-safe sharing built in from day one.

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Team Collaboration

Assign roles, leave notes, and track who did what and when. Built for firms with multiple practitioners managing shared caseloads.

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Reporting & Insights

Understand your firm's workload, case velocity, and bottlenecks at a glance. Reports designed for partners and principals, not just analysts.

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Compliance Ready

Audit trails, access controls, and role-based permissions ensure your case data stays secure and your firm stays compliant.

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How it works

Every case, in order.

Bahara follows the natural flow of professional casework — from the first contact to the final resolution.

01
Intake

Client submits a form or your team creates a new case manually. All details captured in one place from the start.

02
Assign & Open

Route the case to the right practitioner or team. Set deadlines, attach documents, and open the matter formally.

03
Work & Collaborate

Track progress through milestones. Share updates internally, attach filings, and communicate with the client — all in the case record.

04
Close & Archive

Mark cases resolved with a complete audit trail. Everything stored, searchable, and retrievable whenever you need it.

Who it's for

Built for the firms
doing serious work.

Whether you practice law, run a legal clinic, or manage an accounting firm, Bahara adapts to how your team works.

Legal Clinics

Serve more clients. Lose nothing in the process.

Law school clinics and nonprofit legal services handle high volumes of clients on limited resources. Bahara gives supervisors and students a shared workspace that keeps every case accountable.

  • Student assignment and supervisor review workflows
  • High-volume intake management
  • Case status visibility for the whole clinic
  • Sliding scale and pro bono matter tracking
  • Reporting for grants, funders, and administration
Clinic Caseload
Meridian Law Clinic · Spring semester
Active client matters34
Awaiting supervisor review7 pending
New intake this week12 submissions
Students assigned18 students
Cases closed (semester)61 closed
Accounting Firms

Every engagement, tracked from start to close.

Tax filings, audits, advisory engagements — Bahara keeps your accounting team's workload organized, deadline-driven, and client-ready at every stage.

  • Engagement intake and scope capture
  • Filing deadline and calendar management
  • Document collection from clients
  • Team workload balancing and assignment
  • Engagement close and archive workflows
Engagement Pipeline
Blackwell CPA Group · Q1 season
Okafor — Tax Review Q1In review
Patel Holdings — AuditActive
Chen Advisory — Q2 PlanIntake
Filing deadlineApr 15 — Tax returns
Docs awaited3 clients pending
What firms are saying

Clarity that
speaks for itself.

"

Bahara replaced three different tools we were using to manage cases. Now everything's in one place and our whole team actually uses it.

JK
Jennifer Kim
Managing Partner, Harrington & Associates
"

The intake flow alone saved us hours every week. Students submit, supervisors review, cases open — without any back-and-forth over email.

MR
Professor Marcus Reid
Director, Meridian Law Clinic
"

I was skeptical about another SaaS tool, but Bahara was built for how we actually work — not adapted from something else. That difference shows.

CO
Chinyere Okafor
Principal, Blackwell CPA Group
Pricing

Simple pricing,
no surprises.

Start free, scale as your firm grows. All plans include unlimited cases and full audit trails.

Starter

For solo practitioners and small teams getting started.

$ 49
per user / month
  • Up to 3 users
  • Unlimited cases
  • Smart intake forms
  • Document storage (10GB)
  • Email support
Enterprise

For large firms with custom compliance and integration needs.

Custom
contact us for pricing
  • Everything in Professional
  • SSO & advanced security
  • Custom integrations
  • Unlimited storage
  • Dedicated success manager
  • SLA guarantee
Get started today

Your firm deserves
to work in flow.

Join firms that have replaced the chaos of spreadsheets and email threads with one calm, professional system.

Start your free trial Schedule a demo