Legal case management or matter management software provides standard tools for lawyers to oversee their practice. Law firms utilize these tools as a database for past, ongoing, and future cases and clients. This can include document assembly for relevant case details, notes on the opposition when applicable, time tracking, and any other case-related information. Legal case management software often integrates with ediscovery tools to gather relevant case information, and integrates or comes packaged with legal billing software to track man-hours and process fees from clients.
To qualify for inclusion in the Legal Case Management category, a product must:
Law firms use legal case management software to house vital case-related documents and consolidate all case-related information in one easily accessible location. Instead of information being scattered across multiple different desks, attorneys have a single electronic repository in which they can gather documents, track billable time, and make notes on both clients and cases. Case management systems are generally used as part of a larger suite of legal software, including law practice management software, that a law firm can use to manage every part of its practice.
Legal case management software can play a vital role in improving the efficiency and efficacy of firms and the legal professionals that run them. There are a host of benefits that attorneys and law firms can reap by implementing a case management system, from better communication to improved organization. Multimillion-dollar practices and small law firms alike can take advantage of the eight key benefits that legal case management software provides, outlined below.
Facilitate remote work – Attorneys’ time is valuable, both in terms of their hourly billable rate and the stakes riding on their work. Case management solutions allow attorneys to access their cases and work on them from outside of the office, maintaining accurate billing records all the while. This feature is especially valuable if a law firm has attorneys frequently on the road traveling to different clients. With a case management system, time spent on the road is not lost; instead, it can be turned into value-adding hours during which lawyers can work on their caseload.
Automate document assembly – Some solutions provide document automation and creation functionality, which saves legal professionals time. A legal practice looking to boost efficiency would do well to implement a solid case management solution and take advantage of the process automation it can carry out. Document assembly automation also ensures that all of your practice’s documents are the same, helping maintain consistency through all processes.
Keep to deadlines – Legal case management software gives legal professionals a single application to keep their to-do lists of tasks and events related to a given case. This holistic case view ensures that attorneys stick to case deadlines, as nothing is hidden away in forgotten corners.
Keep to deadlines – Legal case management software gives legal professionals a single application to keep their to-do lists of tasks and events related to a given case. This holistic case view ensures that attorneys stick to case deadlines, as nothing is hidden away in forgotten corners.
Boost client communication – Some case management systems offer a client portal feature. Through this portal, directly within the application, attorneys can communicate directly with their clients and gain quicker access to information they may need. This builds lines of communication, prevents miscommunication, and fosters the development of trust between a law firm and client.
Improve case development and analysis – It can be quite difficult to gain clear insights into a case when case documents are in disparate locations and you constantly have to bounce from place to place to locate what is needed. Vital case information can be stored anywhere in a law firm, from legal pads to trial notebooks to spreadsheets; case management solutions have one central repository in which all relevant documents are stored. Attorneys working on the case can quickly gather a deeper understanding of the case details, facilitating easier analysis and the ability to build a comprehensive, well-designed case for presentation.
Increase collaboration – Case management solutions provide all the attorneys in a firm working on a particular case with the same overview and information, even if they operate in different practice areas. In addition, these attorneys have a direct line of communication with each other that they can use to chew through ideas concerning case development, learn how to use particular documents, receive clarification on a point of law, and execute any other collaborative activity they wish. Increased collaboration between team members can lead to better case outcomes, as the entirety of the available collective legal brain power is brought to bear in a focused channel.
Improve organization – There is no overestimating how much of an impact improved organization can have when it comes to saving time and increasing efficiency. The legal industry is particularly susceptible to losing valuable billable hours to disorganization as there are so many different documents associated with a single case floating around. Not only are the documents in a single place with a case management system; having them housed in a system with a logical organizational structure makes it even easier to pull what is needed at the correct time. Every firm, from personal injury to corporate tax, can use more organization; case management software can help achieve that. Legal case management solutions create better workflows for lawyers and legal support staff, which contributes to the improvement in organization.
Time and billing management – Case management systems allow legal professionals to easily track their billable hours and bill their clients through the software. Additionally, most solutions give clients the option to pay their bills directly through the application. If there is a mobile app, clients can even pay on the go. Billing is an important part of running any firm, so having billing functionality built in with other features is beneficial on a number of levels.
The legal world is not typically thought of as an industry packed with lawyers salivating over the latest and greatest tech tools on the market. However, digital transformation continues to envelop and empower industry across all sectors; the legal industry is no exception. There are two burgeoning trends that we expect to continue in the next few years as the industry realizes the improved efficiency and effectiveness that legal tech tools can bring to practices large and small, irrespective of practice area.
Increase in cloud-based solutions – For digital natives, cloud-based software solutions are a given, but the legal industry has been slower to catch on. This may be due to security concerns or simply hesitation to adopt. The legal industry has already seen a rise in the number of cloud-based solutions, and this will continue within the legal case management software space. Transition to the cloud brings with it many advantages, including immediate disaster recovery, increased security, and easy remote access. Migration to and use of the cloud is a must for any law firm operating in the modern legal world.
The rise of artificial intelligence – Artificial intelligence is more than just a buzzword when it comes to legal case management software. The technology has already made waves in the eDiscovery category, leveraging machine learning technology to comb through thousands of documents to furnish legal professionals with the information needed to make litigation decisions on a legal matter.
Within legal case management, AI will automate billing processes and continue to automate document creation. AI-powered analytics tools will likely be able to draw tons of data points, including previous case law, judges’ decisions, and more to understand patterns and plan strategy around those patterns. AI has the potential to improve every part of the legal case management process, particularly as the technology improves and offers more accuracy to users. The level of trust in AI case management tools will increase as they demonstrate their value by eliminating time wasting routine tasks.
AI can help law practices improve their efficiency with routine functions as well as begin to help with tasks that previously required complex thought and human analysis. One prime example of the potential that AI has is LawGeex, an AI-powered contract review platform that digests hundreds of pages of contracts and pulls out relevant data for legal professionals to review. AI might spell the end of lawyers poring over verbose contracts written in mind-taxing legalese and create an easy solution to save lawyers time.
The digital transformation has reached the legal world and law firms are taking advantage of the benefits provided by the technology to become more efficient and effective. AI-powered legal tech arms firms with tools designed to provide deeper analysis on large data sets with little effort.
Legal case management software is typically one part of the legal suite puzzle, which consists of legal practice management, eDiscovery,legal research, and legal billing software. Legal services providers, specifically lawyers and legal support staff, are the users of legal case management solutions.
Legal Case Management reviews by real, verified users. Find unbiased ratings on user satisfaction, features, and price based on the most reviews available anywhere.
The best run-law firms use Clio: The case management software that over 150,000 lawyers and legal professionals trust to make them more efficient. With intuitive time tracking, billing, matter management, and more, Clio streamlines everything you do to run your practice, from intake to invoice. Clio is cloud-based, so you can securely manage your practice from anywhere, on any device. And, over 90 legal and nonlegal tools and services integrate directly with Clio. Try it for free at clio.com.
Smokeball is the first and only complete cloud-based legal practice management software to automatically record time for you, allowing you to increase your firm’s profitability and productivity by over 30%. Whether you bill hourly, fixed fee, or on contingency, Smokeball provides you the insights you need to run a more profitable law firm. Plus, with over 14,000 automated forms and the most robust MS Word and Outlook integration in the industry, managing your firm has never been so consistent - and easy. Access all matters on the go with Smokeball’s mobile app built for iPhone and Android. Learn more at www.smokeball.com.
MyCase is legal practice management software that helps small law firms solve their most critical business problems. Spend less time on monthly billing, get paid twice as fast, and stop toiling with tedious administrative tasks with the easiest to use cloud-based solution for attorneys. Whether you’re in the office, in court, or on the go, MyCase’s robust feature set lets you manage all cases, oversee day-to-day operations and delight your clients with unlimited access. Try MyCase for free at mycase.com - no credit card required.
Tyler’s Odyssey® product suite is the leading courts and justice software system in the U.S., empowering courts serving more than 100 million citizens in 900 counties across 23 states. This comprehensive, end-to-end court case management solution supports the needs of individual county courts, multi-jurisdictional systems, and statewide implementations.
Zola Suite brings next generation, cloud-based legal practice management software to solo, small and mid-sized law firms. Everything you need to manage the business of your practice is in one secure and intuitive interface, including built-in email, complete business and trust (IOLTA) accounting, calendaring, document automation, task management and workflows, document and matter management, and dedicated iOS and Android mobile apps. Propel your practice with the Power of ONE. Integrates with Quickbooks, RPost, LawPay and much more.
PracticePanther is a simple, easy to use, and secure law practice management software. Thousands of solo practitioners, virtual, small, and mid-sized firms worldwide use PracticePanther to save time, work faster, and grow their firms. Work from anywhere using any smartphone, tablet, or computer with the responsive mobile site. Reduce clutter and become a paperless firm. Get world-class support by phone, email, or live chat. Try it as long as you want for your first 3 clients and 3 cases. No credit card needed. PRACTICEPANTHER LEGAL CASE MANAGEMENT DEMO
AbacusLaw is a turn-key, fully integrated Case Management, Time, Billing and Accounting Solution for small, medium and large sized firms in all practice areas and jurisdictions. Through every phase of your cases, AbacusLaw dynamically captures and stores critical case and client data to keep your cases progressing and to prevent important details and deadlines from falling through the cracks. AbacusLaw can be deployed in-office or virtually within Abacus Private Cloud.
Rocket Matter helps law firms increase their revenue by more than 20% and offer better client service. Founded in 2008 as the first cloud-based product on the market, it offers an all-in-one legal practice management platform with the most powerful, easy-to-use time and billing software in the industry. With award-winning customer service based in the United States, its no wonder thousands of law firms love Rocket Matter.
Firm Central is cloud-based legal practice management that simplifies your workday by streamlining the business side of your practice so you can focus on practicing law. Firm Central is easy to learn, easy to use and easy to get started. Keep your data safe with industry-leading security from a trusted provider. Access your matters anytime, anywhere, while tracking time and creating professional invoices with Firm Central Time & Billing. Reduce your risk of legal calendaring errors by automating your court deadline calculations with Firm Central Deadline Assistant. For more information visit: FirmCentral.com
Providing anytime/anywhere access, Legal Files is a web application licensed for use and hosted within your own environment. Thousands of users in corporate legal departments, university legal departments, leading law firms, insurance companies and government agencies at every level — federal, state, county, municipal and tribal — throughout the world and across diverse industries rely on Legal Files software to manage cases and matters, email, documents (including contracts), and contact information, as well as automate office workflow.
SmartAdvocate® is a fully integrated case management system designed for personal injury and mass tort litigation practice. Designed by personal injury lawyers who understand the challenges of case management in today’s fast paced, highly competitive and technologically demanding world, SmartAdvocate® is a revolutionary software that will increase your practice’s efficiency and profitability. SmartAdvocate® combines the best database for managing personal injury files with browser based features, most of which are not available in any other case management system. These software features will enable you and your practice to manage, store, track, classify and communicate in order to achieve the highest level of success.
A premium practice management, and accounting system. 100% cloud based. Actionstep has everything you need to run your firm: Find Clients (CRM), Get Work Done (Matters), and Get Paid (Accounting). Actionstep's "secret sauce" is its workflow, allowing you to automate your practice resulting in lower costs and higher quality output. Plugins for MS Office and Outlook; Integrates with HotDocs, Xero, InfoTrack; Google, Outlook Calendar Sync; Apps for IOS, Android, WinPhone; Free Trial
CaseFlow is an integrated software suite that allows mid-market organisations to streamline, automate and manage everyday tasks and activities. For the first time you will have a complete picture of the status of activity across your organisation, giving you the power to monitor and control pipeline activity.
Practice Management works to keep management fully informed on the status of your project, your project manager reports to the project steering group on a monthly basis, and advises the group on the project progress, financial performance and risk mitigation strategy.
CSC Matter Management offers unlimited flexibility to accommodate your organization's many document-handling needs. The system makes it easy to turn any spreadsheet into a template and store and retrieve any kind of data—regardless of the original file type. CSC Matter Management enables multiple departments to collaborate and customize their workflow templates according to their specific requirements. Through user permissions, you can control access to sensitive data and allow unlimited users to access and update contents at any time, from anywhere. And because it's securely hosted on CSC's SOC 2®-audited data center, with CSC Matter Management your data and documents are always kept under virtual "lock and key." Best of all, CSC Matter Management is incredibly easy to use. The platform can be launched within a day and requires no IT involvement. There are no software upgrades, no seat licenses, and no user-based fees.
LawGro helps law firms grow their practice. It offers a cloud & mobile based legal practice management software powered by Artificial Intelligence & driven by real time analytics. LawGro offers secured & collaborative ways to engage with your clients for more rewarding experience. Automate your practice to get more time for you & your team. LawGro frees up an average of 32% billable hours or 12+ hours a week for each user.It is ridiculously simple to get started in no time & need no credit card.
LegalServer case management software enhances performance for non-profit legal aid agencies and public defenders. Through a cloud-based hosted platform we are improving legal case handling and providing insights to legal staff and management for making more informed decisions faster. * Simplify user interaction with friendly & intuitive functionality * Attorneys spend more time on critical thinking to help people * Real time graphical and easily editable reporting * Easily modify or enhance case management application without needing technical skills * Proven methodology for conversion and data migration Each LegalServer instance is configured to the unique nature by which our clients operate. We’d be delighted to show how we can improve your client interactions through LegalServer.
LegalTrek is a complete practice management system for modern law firms. Servicing lawyers from the East Coast to Asia-Pacific and from South Africa to Norway, LegalTrek is leader in practice management for boutique and mid-sized corporate law firms. Whether in the Cloud or installed on your premise, LegalTrek is designed to set you ahead of the competition and delight even your most sophisticated corporate clientele. - Simple Time Tracking; - Accurate and Easy Billing; - Alternative Fees Support; - Comprehensive Reporting; - Decide who can access important information; - Automatic Invoicing and Transparent Work Reports; - Matter and Contact Management; You no longer need to put up with administration slowness or mundane tasks. LegalTrek saves your time for what really matters - serving your clients and earning new business while increasing profits.
SimpleLaw is built by attorneys, for attorneys and their clients. The SimpleLaw platform is truly different from other legal technology platforms. On SimpleLaw, attorneys and clients connect. With one case intake, there is never a need for duplication, because approved attorneys have access to all files on the platform. That saves time and costs. We also eliminate integration issues, giving attorneys and clients full accessibility and capability to move documents, any time they like. We offer on-demand vetted paralegal support, for one form, one case, several cases, or ongoing. Because, well, sometimes you need a hand. And so much more. Find out more about SimpleLaw and book a demo, today.
Summation is all-inclusive, web-based legal review platform that provides teams with a single tool for managing all post-collection stages of e-discovery. Summation combines processing, review and case organization into a single product for the most cost-effective, accelerated e-discovery possible.
AdvoLogix Matter Management centralizes the management of legal cases and conforms to unique workflows and organizational practice standards, while providing industry leading security and reliability. Built on the Salesforce® AppCloud™ Platform, AdvoLogix offers deep matter management facilities that include: * Automated case intake capabilities. * Matter definition, tailoring, creation, and workflow. * Configurable group and matter calendaring. * Legal case project management including activities, tasks, action plans, matter planner, Gantt view planner, and task card wall, providing rich case detail and case oversight. * Integrated time and expense tracking. * Specific search tooling to support Conflict of Interest processes. * Workflow enablement with a built-in process builder, legal flows, approval processes, and alerts. * GMAIL and Outlook integration options. * Integrated collaboration for internal and external users. * Enterprise-class reporting and dashboards. * Comprehensive mobile application support for phones and tablets. * Scalable architecture that grows with organizational demands. * Configuration and integration with thousands of add-on applications available on the Salesforce® AppCloud™ Platform to extend the solution to meet specific business needs. AdvoLogix is employed by thousands of users in organizations spanning the globe. AdvoLogix benefits organizations by: * Streamlining case management from intake to resolution. * Capturing, prioritizing, estimating, and assigning cases to maximize team effectiveness. * Working anywhere, anytime, with cloud-based, full function mobile access. * Standardizing repeatable case workload activities to maximize beneficial outcomes and ensure best-practice compliance. * Enjoying rapid customization and extension to meet changing business demands without dependency on single-vendor solutions. AdvoLogix is acclaimed by users globally and has been featured in media outlets worldwide, including: LegalTech News, Legal IT Insider, Law.com, and American Bar Association editorials. The AdvoLogix case management solution has been awarded for its innovative legal technology standing by Salesforce and most recently, CIO Review, as a Top 20 Most Promising Legal Technology Solution Provider of 2015. As a vendor member of the American Bar Association, International Legal Technology Association, and American Legal Administrators Association, AdvoLogix is active in the legal technology community and is at the forefront of best case management, cloud, and security practices. Users describe the AdvoLogix solution as "Best in class," "Great and extensible," and "Amazingly configurable and powerful." To see more of what users are saying, visit: www.advologix.com/web/testimonials/
CaseEnsemble is a proprietary, web-based law firm extranet collaboration system designed for legal matter management. The CaseEnsemble legal extranet system allows legal teams from different organizations and remote offices to share a single, secure, online area to track case management information, maintain a master calendar, collaborate on documents and post work product.
CaseFleet helps litigators win more cases. We provide tools for organizing case evidence, tracking deadlines, and managing your legal business. With our Timelines feature, you can create a detailed chronology for each case that links witnesses, facts, legal issues, and evidence. Our application is easy-to-use and available anywhere there is an internet connection. Your data is secured with industry leading encryption and multi-factor authentication.
A cloud-based and modular solution, IPzen gives users the opportunity to customize their own solution by offering a wide range of different features and add-on services, including: case management, trademark portfolio management, domain name portfolio management, integrated invoicing, watch services, trademark and domain name outsourcing services and IP enforcement services.
JWorks Case Management System (CMS) gives your court the tools to design a more personalized solution for courts interested in customizing screen layouts and workflow rules. JWorks includes core CMS components and uses the latest technologies to automate caseflow, task assignment, keyword searches, and other aspects of your operation.
LawAlign an affordable, powerful, easy-to-use PERSONAL INJURY Case Management System. Works on both Mac & PC. One time fee, no recurring costs and completely customizable. Quite simply, LawAlign helps you to organize your practice. LawAlign makes it easy for attorneys and legal assistants to electronically manage every aspect of the case, from client intake through depositions and discovery to settlement or trial. It was created by the needs and wants of attorneys, using a built-in, industrial-strength relational database engine and a friendly, user-driven interface. This combination of processing power and ease-of-use allows legal professionals to do valuable work from the day of installation, and they need NOT become computer experts.
LEAP is solely focused on the needs of solo and small law firms, it’s all we do! Therefore, our practice management solutions are created to help you provide a better quality of service, make more money and enjoy the practice of law more. Because of this emphasis, we focus on the most common areas of law for small law firms. LEAP provides everything you need to run a small law firm. The pre-configured Matter Types in all the common areas of law for solo and small firms include all the information fields needed to run matters, including rapid and accurate document production so you don’t need to spend months customizing the system. You also have an integrated document management system, time recording, billing and trust accounting in a single, elegant product. - One system - easy to use and fully integrated. - Mobility - work anywhere, any time. - No servers - simplify your IT, lower your support costs. - Automated forms.
LEXA is a legal case management system that manages vital documents and all other aspects of legal cases. Legal Assistant includes document mass-loading, managing and editing contracts, court letters, proposals, videos, and timelines and manages events, expenses, time and billing, emails, contacts, and has integrated communication tools.
Legal professionals can efficiently manage their clients and cases using their preferred IT devices - computers, tablets and smart phones. It supports all the key processes from quickly capturing prospective clients, comprehensive case management, time logging, billing & accepting online payments through a secure client portal.
Liberate Case Management Legal Software allows users To define workflows to meet specific requirements, specify procedures including the automatic update of key dates and reminders to the diary,create screen layouts for the input and display of information,electronically store documents and emails, both incoming and outgoing against individual matters and much more.
Newgen Legal Case Management Solution enables Legal Firms and Corporate Legal Departments modernize operations, helping them move away from paper and manpower intensive operations. The Newgen Case Management Framework is adept in handling investigative style of case handling, which is critical in handling legal work.
Winner of ILTA's 'Innovative Solution Provider of the Year Award,' Opus 2 Magnum presents the master set of litigation content, including the transcripts, synchronized video, documents and research, in a dynamic workspace where authorized team members analyze the evidence, form and align their strategies, and prepare for depositions, hearings and trials. Documents: Easily create virtual binders for witnesses, issues, or trial exhibits and tag documents by theme. Build upon one another's insights in real-time, yielding optimal legal representation for clients. Share work product with team members in one click and alert them to urgent discoveries. Transcripts: The designations tool enables you to create designations, objections and responses, and easily edit them. And for synchronized depositions, Magnum automatically creates a video clip of each designation, allowing users to easily review, edit, and export important testimony. Search: Creating complex searches is easy in Magnum, using our attorney-driven Query Builder. Add clauses, set parameters, and build search strings by dragging and dropping operators. Filter results and tag or export documents and reports from one screen.
Established in Atlanta in 1985, Orion Law Management Systems has made its mission to deliver a concrete software solution to the legal industry. Starting with Financial Management as its foundation, the company expanded its offering to a complete suite of legal software products by developing complimentary Practice and Firm Management platforms. Today, Orion continues to be one of the leading software solution providers trusted by law firms across the United States.
TheLawAssist.com is an easy-to-use software helpful going paperless by digitizing court cases, generates daily cause list, sends updates to lawyers & their clients and pro-actively notifies about future hearings over SMS and email. Its Android and iOS apps keep lawyers handy with their clients/cases while they are on move.
The REDI Office is an affordable and practical solution to support your practice managment. It captures essentails details during Intake processes ; links, manages and shares your contact database across your practice; Schedules meetings, establish to do items and tasks that are posted immediately to the Practice Shedule as well as sending reminders to those invovled; Creates and tracks notes related to the development of the file and memorialize key events and discussions and much more.