
GITNUXSOFTWARE ADVICE
Legal Professional ServicesTop 10 Best Legal Case Manager Software of 2026
Top 10 roundup of legal case manager software with side-by-side strengths and tradeoffs for firms, including Litify, Filevine, and CosmoLex.
How we ranked these tools
Core product claims cross-referenced against official documentation, changelogs, and independent technical reviews.
Analyzed video reviews and hundreds of written evaluations to capture real-world user experiences with each tool.
AI persona simulations modeled how different user types would experience each tool across common use cases and workflows.
Final rankings reviewed and approved by our editorial team with authority to override AI-generated scores based on domain expertise.
Score: Features 40% · Ease 30% · Value 30%
Gitnux may earn a commission through links on this page — this does not influence rankings. Editorial policy
Litify is the best fit for mid-size firms that want configurable intake workflows and controlled matter workspaces on a Salesforce foundation, whereas CosmoLex is the smarter alternative if you need one system that links matters to trust accounting and audit trails.
Editor’s top 3 picks
Three quick recommendations before you dive into the full comparison below — each one leads on a different dimension.
Litify
Workflow-driven matter creation that ties intake, assignment, and status transitions to case records.
Built for fits when mid-size firms need configurable intake workflows and controlled matter workspaces..
Filevine
Editor pickRule-based workflow automation tied to matter fields enables intake triage and deadline-driven task routing.
Built for fits when teams need configurable matter workflows and automation without custom code for every process..
CosmoLex
Editor pickBuilt-in trust accounting that stays tied to matter records, including IOLTA tracking and related auditability.
Built for fits when mid-size firms need one system linking matter work with trust accounting and audit trails..
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Comparison Table
Litify
enterpriseLitify provides legal practice and case management on the Salesforce platform.
Workflow-driven matter creation that ties intake, assignment, and status transitions to case records.
Litify functions as a matter workbench where intake forms, matter creation, and task generation flow into an active case workspace. The configuration model emphasizes workflow steps, status transitions, and per-matter data capture so teams can standardize how new matters are opened and worked. Document handling, communication capture, and task tracking stay associated with the matter record, which reduces context switching during litigation management.
A key tradeoff is that deep operational fit depends on how well the firm can model its intake fields and workflow states in Litify configuration. Litify fits best when a firm wants repeatable intake-to-assignment automation and wants to connect outside systems for filing or analytics without rebuilding everything inside the core app.
- +Configurable intake-to-matter workflow reduces manual assignment work
- +Matter-scoped documents and tasks keep litigation operations in one context
- +API supports automation and integration with external systems
- +Role-based permissions and audit logging support internal governance
- –Workflow modeling requires careful mapping of firm-specific intake states
- –Edge-case process variations often need custom workflow logic
- –Some reporting needs may require external extraction and aggregation
- –Complex governance setup can increase admin overhead for new teams
Litigation operations teams
Automated intake to assignment
Fewer missed handoffs
Practice group managers
Standardize case status workflows
Consistent process execution
Show 2 more scenarios
IT and systems administrators
Integrate external document and filing tools
Reduced manual operations
Automation and API access connect external systems to matter records and events.
Attorneys and paralegals
Track work inside matter workspace
Faster case follow-ups
Tasks, documents, and communication remain organized under the active matter timeline.
Best for: Fits when mid-size firms need configurable intake workflows and controlled matter workspaces.
More related reading
Filevine
enterpriseFilevine provides configurable legal case management for complex matters and litigation workflows.
Rule-based workflow automation tied to matter fields enables intake triage and deadline-driven task routing.
Filevine organizes work around matters, with configurable workflow steps, task routing, and status fields that support consistent case intake and ongoing litigation tracking. Document management is matter-scoped, which helps teams keep versions and review artifacts tied to the same matter record. The product also supports structured communication patterns, which reduces the need to search across inboxes during active deadlines and hearing preparation.
A tradeoff is that deep configuration requires careful administration so workflow rules, roles, and data entry standards stay consistent across users. It fits teams that run many parallel matters and need controlled automation for intake triage, deadline-driven tasks, and standardized client-facing updates during active litigation cycles.
- +Matter-scoped workflow configuration supports consistent intake and lifecycle tracking
- +Task automation reduces manual status chasing across parallel matters
- +Document handling stays tied to the matter record for review continuity
- +Admin controls support repeatable role-based participation across teams
- –Workflow depth can increase setup time for multi-practice deployments
- –Best results depend on disciplined data entry and standardized routing rules
- –Complex rule sets can be harder to troubleshoot than simpler task boards
- –Some niche litigation workflows may require configuration to match exact processes
Litigation case management teams
Automate hearing prep task routing
Fewer missed deadlines
Legal intake and conflicts reviewers
Standardize intake routing decisions
Cleaner case handoffs
Show 1 more scenario
Document-heavy firms
Keep review artifacts organized per matter
Faster document retrieval
Document management organizes uploads and working files under the active matter workspace.
Best for: Fits when teams need configurable matter workflows and automation without custom code for every process.
CosmoLex
SMBCosmoLex combines legal case management with billing, trust accounting, and firm accounting.
Built-in trust accounting that stays tied to matter records, including IOLTA tracking and related auditability.
CosmoLex centers day-to-day operations around matter records that collect contacts, tasks, documents, and deadlines in one place. The platform includes court-rule calendaring and calendaring for litigation timelines with statute-of-limitations tracking so case owners can track risk as tasks evolve. Document management includes version control and an audit trail so edits remain attributable across the matter lifecycle. Time and activity capture can then feed billing workflows that stay aligned to the underlying matter record.
A key tradeoff is that deeper automation and integration beyond email-to-matter filing depends on available API surface and connector options, which may require planning for custom workflows. CosmoLex fits best when a firm wants a single system to manage matters and trust accounting records without stitching together separate case management and accounting systems. It is also a stronger fit for firms that want consistent governance over trust transactions and matter tasks in the same workspace.
- +Built-in trust accounting with IOLTA and client fund tracking
- +Matter-centric calendaring with statute-of-limitations tracking
- +Document version control plus an audit trail per matter
- +Email-to-matter filing reduces intake handling steps
- –Automation depth may be limited without custom integration work
- –E-filing and court docket integrations may require external alignment
- –Review tooling for native-file comparison can feel basic versus dedicated review suites
- –Admin configuration for workflows needs deliberate governance discipline
Litigation firms
Track deadlines and evidence under one matter
Fewer missed deadlines
Small law firms
Centralize intake to matter records
Faster case onboarding
Show 2 more scenarios
Trust and accounting managers
Run IOLTA and client funds with audit history
Stronger compliance traceability
Trust accounting records link to matters so reconciliation and activity review stay connected.
Paralegals and case managers
Keep documents and tasks synchronized
Clear ownership of edits
Document version control and audit trail help track changes while tasks progress across the matter.
Best for: Fits when mid-size firms need one system linking matter work with trust accounting and audit trails.
MyCase
SMBMyCase combines legal case management, client communication, billing, payments, and intake.
Email-to-matter filing automatically assigns incoming messages to the correct matter for searchable history.
MyCase is a legal case manager built around matter workflows, client communication, and daily task handling. It centralizes contact and matter records, keeps document sets attached to matters, and supports routine intake and follow-up through structured forms and case notes.
The client-facing portal connects status, messages, and file exchange to the same matter timeline. Automation focuses on repeatable tasks and workflow steps tied to matter stages.
- +Matter-centered workspace keeps documents, notes, and tasks in one thread
- +Client portal supports message history and document sharing against the same matter
- +Workflow automation handles stage-based task generation and reminders
- +Email-to-matter filing routes correspondence into the correct matter record
- –Advanced reporting is limited for custom fields and multi-matter rollups
- –Role permissions require careful setup across team members and offices
- –E-filing integration coverage can be thin for less common jurisdictions
- –Automation triggers are less granular than custom workflow engines
Best for: Fits when mid-size firms need matter workflows with client portal communication and practical automation.
CaseFox
SMBCaseFox provides legal case management, time tracking, billing, trust accounting, and client portals.
A case workspace that ties task execution, document revisions, and matter activity history into a single workflow timeline per matter.
CaseFox manages legal matters end to end with intake capture, centralized documents, and a case workspace built around tasks and deadlines. The workflow layer supports case planning with configurable task automation and matter status tracking across users.
The system also routes communications into the matter record so activity history stays attached to the correct file. Document handling focuses on searchable case libraries and version control across matter folders rather than standalone file storage.
- +Matter workspace keeps tasks, documents, and activity in one record
- +Configurable task automation reduces manual status and follow-up work
- +Document versioning helps track changes across filings
- +Search across case documents speeds up reference during active matters
- –Automation rules need careful configuration to match unique workflows
- –Role-based access controls are less granular than enterprise governance needs
- –Email-to-matter filing can require manual mapping for consistent routing
- –Calendar coverage for court-rule deadlines is limited compared with dedicated calendaring suites
Best for: Fits when mid-size litigation teams need a guided matter workflow with strong document and activity linkage.
Clio Manage
SMBClio Manage handles legal matter workflows, documents, deadlines, communications, and billing.
Deep matter workspace model ties documents, tasks, and communications together so automation triggers can act on the same matter records.
Clio Manage is a legal case management system built around a matter workspace that connects contacts, tasks, documents, and communications under one record. It supports case intake, calendaring, and legal document management with version history and audit-style activity tracking across matter work.
Built-in automation can move work forward through status changes and task generation, and it includes an API for integrating external tools into matter and contact workflows. Its admin controls focus on user roles, permissions, and configuration of matter templates to standardize intake and early-case processes.
- +Matter-centric workflow keeps intake, tasks, and files linked
- +Automation supports status-driven task creation without custom code
- +API enables syncing contacts and matter records with external systems
- +Role-based access and audit-style activity improve internal governance
- –Advanced workflow automation can become complex across many templates
- –Some litigation-specific modules need add-ons to cover full discovery workflows
- –Reporting depth lags behind best-in-class BI exports for large firms
- –Document review and e-sign flows require deliberate configuration
Best for: Fits when mid-size firms need consistent intake and matter workflows with API integration for external systems.
Smokeball
SMBSmokeball manages legal matters, documents, time, billing, and firm productivity.
Smokeball’s litigation-focused drafting and matter-linked workflow engine that turns tasks into document-ready work products.
Smokeball pairs matter management with built-in litigation support so attorneys can move from intake to filings with fewer manual steps. The software is centered on search across case data, automated drafting and form-based workflows, and email-to-matter routing that preserves a clear case context.
Smokeball also provides calendaring and task execution tied to matter milestones, with reporting that shows what work has been done and what remains. Collaboration is handled through client-facing document sharing and internal worklists tied to specific matters.
- +Actionable litigation workflows built around motion, discovery, and deadlines
- +Search and drafting features reduce time spent reformatting documents
- +Email-to-matter filing links messages to the correct matter history
- +Client document sharing keeps external exchanges tied to matters
- –Deep configuration depends on practice-specific templates and workflows
- –Calendar behavior can require discipline to keep dates aligned
- –Advanced automation coverage varies by court and jurisdiction workflows
- –Integration options beyond core filing and search may need workarounds
Best for: Fits when litigation teams want draft-and-track automation tied to matter worklists and deadlines.
CARE T Legal
SMBCARE T Legal provides cloud-based legal practice management, billing, and accounting.
Configured matter workflow steps that bind case activities to specific document inputs and collaboration points.
CARE T Legal centers matter-driven workflows that connect case activities, documents, and client-facing information under one operational record.
The product’s operational core is case organization plus controlled handling of case documents, versions, and communication artifacts that support consistent work.
Administrative governance is addressed through user and matter access controls and audit-friendly operations aimed at repeatability across teams.
Integration and API depth matter for buyers, and CARE T Legal is best matched when the workflow and document model fit existing firm processes.
- +Matter-first workflow design keeps case steps and records in one place
- +Document handling supports controlled versions for case-relevant files
- +User and matter access controls support governance across teams
- +Configuration of case activities reduces reliance on manual tracking
- –Automation depth depends on how each workflow is configured per matter
- –Integration coverage for e-filing and court docket feeds may require add-ons
- –Advanced review workflows like Bates and OCR are not a default assumption
- –Reporting granularity can lag firms needing ledger, trust, and time analytics
Best for: Fits when mid-size firms need governed matter workflows and structured document management without heavy integration requirements.
CASEpeer
vertical specialistCASEpeer provides case management, intake, medical records, settlements, and reporting for personal injury firms.
Guided matter intake that converts submission inputs into pre-wired tasks and matter structure within the same workflow.
CASEpeer routes incoming legal intake into structured matters with a guided workflow that reduces manual re-keying. It supports centralized client and matter records, document handling, and task tracking tied to each matter.
The system is designed to coordinate day-to-day attorney work through configurable statuses, checklists, and matter-specific activity history. It also supports integrations for importing and exporting work artifacts so data moves between CASEpeer and external systems.
- +Matter records connect intake details to tasks and document work
- –Limited evidence of deep court-specific docket and rule calendaring automation
- –Workflow automation depends heavily on configuration discipline
- –API and integration coverage appears narrower than enterprise case management suites
- –Audit and governance controls are not as granular as top-tier rivals
Best for: Fits when small legal teams need matter-centric intake, task tracking, and document workflow without enterprise governance overhead.
Lawcus
SMBLawcus provides legal matter management, workflows, intake, tasks, and client collaboration.
Lawcus ties tasks, document versions, and intake steps to the same matter record for end-to-end case continuity.
Lawcus is a legal case management system that organizes work around matters instead of standalone tasks. The core workflow centers on case intake steps, matter-based tasks, and document management tied to each matter.
Document handling supports version control and matter-scoped organization so revisions stay connected to the active representation. Task and workflow automation coordinates routing and status changes across intake, updates, and production work.
Case teams can associate emails and uploaded files to a matter record so work stays traceable. Governance relies on role-based access controls and activity visibility to manage multi-user teams across caseloads.
- +Matter-scoped tasks keep intake, updates, and work production in one place
- +Document versioning maintains continuity across revisions and handoffs
- +Workflow automation reduces manual status and assignment churn
- +RBAC and activity visibility support multi-user governance
- –Automation rules can become complex for multi-stage intake workflows
- –Email-to-matter behavior depends on consistent tagging practices
- –Advanced litigation workflows require more manual workarounds
- –Reporting coverage is limited for deep operational analytics across matters
Best for: Fits when teams need matter-based workflows and versioned document collaboration with controlled access.
Conclusion
After evaluating 10 legal professional services, Litify stands out as our overall top pick — it scored highest across our combined criteria of features, ease of use, and value, which is why it sits at #1 in the rankings above.
Use the comparison table and detailed reviews above to validate the fit against your own requirements before committing to a tool.
How to Choose the Right legal case manager software
This buyer's guide covers Litify, Filevine, CosmoLex, MyCase, CaseFox, Clio Manage, Smokeball, CARE T Legal, CASEpeer, and Lawcus for legal case management workflows.
It maps tool capabilities to real selection decisions for matter intake, task routing, document control, governance, and automation integration.
It also flags recurring pitfalls tied to workflow configuration, email-to-matter routing discipline, and reporting depth limits across multiple tools.
Legal case manager software that ties intake, matter work, documents, and governed execution together
Legal case manager software runs matter lifecycles by linking intake steps to case records, then attaching tasks, communications, and documents to the same matter context.
It reduces manual status chasing by driving work through configurable workflow steps and matter-aware automation, while keeping audit history and permissions aligned for multi-user teams.
Tools like Litify and Filevine model intake-to-matter routing and matter-field-driven task automation for litigation and complex workflows.
Evaluation criteria for matter-bound workflows, automation controls, and governance
The right legal case manager tool depends on how workflow logic maps to matter records and how automation triggers behave across intake, tasks, and document interactions.
Integration depth and admin governance also decide whether firms can standardize intake across practice groups without turning configuration into ongoing operational overhead.
This guide focuses on capabilities that differ clearly across Litify, Filevine, CosmoLex, MyCase, and the other tools in this category.
Workflow-driven matter creation tied to intake and status transitions
Litify connects intake, assignment, and status transitions to case records using workflow-driven matter creation. Filevine also ties automation to matter fields for intake triage and deadline-driven task routing, which matters when intake quality determines downstream task assignment.
Rule-based workflow automation that routes work from matter fields
Filevine uses rule-based automation tied to matter fields so intake triage and deadline-driven task routing can happen without custom code. Clio Manage supports status-driven task creation using automation across templates, which helps standardize early-case execution when intake steps are repeatable.
Matter-scoped documents, version control, and audit visibility
CosmoLex pairs document version control with audit trail per matter and keeps trust accounting tied to the same matter records. CaseFox and Lawcus both center a matter workspace that ties task execution and document revisions into end-to-end case continuity, which improves traceability during revisions and handoffs.
Email-to-matter filing that preserves searchable matter history
MyCase routes incoming messages into the correct matter through email-to-matter filing so message history stays searchable on the matter timeline. Smokeball also links email-to-matter filing to the correct case context, which matters when teams need drafted work and correspondence to land in the same matter record.
Governance controls with RBAC and audit logging across multi-user teams
Litify includes role-based permissions and audit trails that support internal controls across multi-user law firm teams. Lawcus focuses admin controls around permissions and audit visibility, which helps governance across multiple matters and users without relying on manual process discipline.
Litigation-leaning drafting and matter-linked document-ready workflows
Smokeball turns tasks into document-ready work products using litigation-focused drafting and a matter-linked workflow engine tied to motion, discovery, and deadlines. CASEpeer supports guided intake that converts submission inputs into pre-wired tasks and matter structure, which helps smaller teams standardize day-to-day work without enterprise governance overhead.
Decision framework for selecting a legal case manager by workflow logic and control depth
The selection process should start with the workflow philosophy rather than the checklists of features.
Workflow mapping effort and governance controls decide whether teams can standardize intake across matters or end up needing manual corrections that break automation assumptions.
The steps below keep the choice grounded in how Litify, Filevine, CosmoLex, MyCase, and the other tools actually behave in their documented strengths and constraints.
Pick the tool that matches the firm's workflow philosophy: configurable engines versus templates
If workflow modeling must tie intake states to case creation and status transitions, Litify is built around workflow-driven matter creation tied to case records. If the firm needs rule-based automation from matter fields without custom code for every process, Filevine’s matter-field-driven routing is the closer match.
Confirm the system of record for documents and revisions per matter
When the same workspace must hold matter work and maintain auditability across document changes, CosmoLex ties document version control and audit trail per matter. If the practice wants a single matter timeline that binds task execution, document revisions, and matter activity history, CaseFox and Lawcus both model that continuity.
Validate intake and communication routing so automation has consistent inputs
For teams relying on inbox intake, MyCase and Smokeball both place emphasis on email-to-matter filing that assigns incoming messages to the correct matter for searchable history. If email-to-matter assignment relies on consistent tagging practices, Lawcus can require extra discipline when routing varies across intake paths.
Assess admin governance requirements for multi-office or multi-team execution
If RBAC and audit trails must support internal controls across multi-user law firm teams, Litify provides role-based permissions and audit logging. If governance needs center on permissioning and audit visibility across multiple matters, Lawcus concentrates admin controls on permissions and activity visibility.
Check whether litigation workflow depth depends on templates, add-ons, or manual workarounds
For litigation teams that need draft-and-track automation tied to matter worklists and deadlines, Smokeball focuses on litigation drafting and matter-linked workflow execution. For firms expecting broader discovery coverage by default, Clio Manage notes that some litigation-specific modules need add-ons, while CARE T Legal flags advanced review workflows like Bates and OCR as not a default assumption.
Estimate operational overhead from workflow configuration and reporting gaps
For configurable workflow engines, both Litify and Filevine require careful mapping of firm-specific intake states and standardized routing rules, which can increase setup time for multi-practice deployments. If deep operational analytics across matters is a hard requirement, Filevine’s structured governance and task automation may help execution, while several tools limit advanced reporting depth for custom fields and multi-matter rollups such as MyCase.
Which firms and teams benefit from specific legal case manager software designs
Different tools fit different matter lifecycle shapes because workflow depth, governance controls, and litigation automation are implemented differently.
The best match depends on whether intake is highly variable, whether teams rely on strict document audit trails, and whether reporting needs go beyond task tracking.
The segments below map each use case to named tools from the ranked set.
Mid-size firms standardizing configurable intake workflows with controlled matter workspaces
Litify fits this audience because it ties workflow-driven matter creation to intake, assignment, and status transitions. Filevine also fits firms that need configurable matter workflows with rule-based task automation tied to matter fields.
Mid-size firms needing trust accounting and auditability inside the same matter system
CosmoLex is the direct match because it includes built-in trust accounting with IOLTA and client fund tracking tied to matter records. CosmoLex also couples statute-of-limitations calendaring with document version control and audit trails per matter, which keeps compliance and work execution aligned.
Mid-size teams that want client portal communication and practical stage-based workflow automation
MyCase fits teams that need a client portal connected to the same matter timeline with automated stage-based task generation and reminders. MyCase also emphasizes email-to-matter filing that routes messages into the correct matter for searchable history.
Litigation teams focused on drafting and deadline-driven work products inside matter worklists
Smokeball fits litigation teams because its litigation-focused drafting turns tasks into document-ready work products. Smokeball also keeps calendaring and task execution tied to matter milestones, which supports motion and discovery workflows.
Smaller teams that prioritize guided intake, structured task checklists, and lower governance overhead
CASEpeer fits small legal teams because guided intake converts submissions into pre-wired tasks and matter structure. Its configuration focus supports day-to-day matter-centric intake and activity history without positioning the tool as heavy enterprise governance.
Pitfalls that derail legal case management workflows across top tools
Many selection failures come from workflow configuration complexity, inconsistent intake tagging, and misaligned expectations about reporting and litigation depth.
The pitfalls below map directly to constraints listed for specific tools, so the corrective actions target real failure modes rather than generic software concerns.
Litify, Filevine, MyCase, Clio Manage, and CARE T Legal are repeatedly affected by these issues.
Assuming workflow depth is plug-and-play without mapping intake states to case logic
Litify requires careful mapping of firm-specific intake states because workflow modeling ties intake and status transitions to case records. Filevine also depends on disciplined data entry and standardized routing rules, so irregular intake forms lead to incorrect triage and deadline routing.
Overlooking automation troubleshooting cost when rules become multi-practice
Filevine can take longer to configure for multi-practice deployments because workflow depth increases setup time and complex rule sets can be harder to troubleshoot. Clio Manage can also become complex when advanced workflow automation spans many templates, which can slow down changes to intake stages.
Letting email-to-matter routing rely on inconsistent tagging practices
MyCase expects email-to-matter filing to assign incoming messages to the correct matter for searchable history, so inconsistent routing defeats the searchable timeline. Lawcus flags that email-to-matter behavior depends on consistent tagging practices, so teams that do not enforce tagging rules will see work scattered across matters.
Expecting advanced litigation review workflows without planning for configuration or extra tooling
CARE T Legal does not assume advanced review workflows like Bates and OCR as a default capability, so litigation review processes may require additional setup or add-ons. Clio Manage can require add-ons for full discovery workflows, so discovery depth plans should not assume all litigation modules are included out of the box.
Overestimating cross-matter reporting depth for custom fields and rollups
MyCase limits advanced reporting for custom fields and multi-matter rollups, which can become a blocker for firms needing operational analytics across many cases. Several tools limit reporting granularity for deep operational analytics, so reporting needs should be validated against actual workflow outputs before rollout.
How We Selected and Ranked These Tools
We evaluated Litify, Filevine, CosmoLex, MyCase, CaseFox, Clio Manage, Smokeball, CARE T Legal, CASEpeer, and Lawcus using criteria grounded in matter workflow capabilities, ease of use for day-to-day execution, and operational value for firm processes. Features carried the most weight at 40 percent because the tools differ most in intake routing, workflow automation behavior, and matter-tied document handling. Ease of use and value each accounted for 30 percent because workflow adoption depends on template complexity, configuration overhead, and ongoing administrative burden.
Litify separated from lower-ranked tools through workflow-driven matter creation that ties intake, assignment, and status transitions to case records, and that strength lifted its features score and overall rating by reducing manual handoffs during the intake-to-execution path.
Frequently Asked Questions About legal case manager software
Which case manager supports configurable intake routing tied to case status transitions?
How do matter workflows connect documents, tasks, and communications in the same record?
When do built-in trust accounting capabilities matter for selection?
Which products support API-based integrations for external systems used in practice management?
How do email-to-matter and communications routing features reduce re-keying?
Where does document version control and governed document handling show up most clearly?
What breaks if a firm needs strong audit visibility across multi-user administration?
Which option is best when guided intake must convert submissions into pre-wired tasks and matter structure?
How do admin controls and RBAC show up in day-to-day configuration for multiple practice groups?
Tools reviewed
Primary sources checked during evaluation.
Referenced in the comparison table and product reviews above.
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