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Case Management Software

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Clio logo
 
Clio is a cloud-based legal practice management solution suitable for small to large law firms. The platform enables legal firms to track important deadlines, manage cases and documents and bill and collect from clients. The time... Read More
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Clio is a cloud-based legal practice management solution suitable for small to large law firms. The platform enables legal firms to track important deadlines, manage cases and documents and bill and collect from clients. The time... Read More
 
PracticePanther Legal logo
 
PracticePanther Legal Software is a legal management solution for small to medium-sized practices specializing in areas including bankruptcy law, personal injury, divorce, estate planning, litigation, criminal law and many more. The... Read More
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PracticePanther Legal Software is a legal management solution for small to medium-sized practices specializing in areas including bankruptcy law, personal injury, divorce, estate planning, litigation, criminal law and many more. The... Read More
 
AbacusLaw logo
 
Abacus Law is a case automation software for legal practices. The system works as a practice management tool and scales to grow with a business. This system allows users to automate deadline management through the use of rules based... Read More
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81%
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Abacus Law is a case automation software for legal practices. The system works as a practice management tool and scales to grow with a business. This system allows users to automate deadline management through the use of rules based... Read More
 
MyCase logo
 
A recent winner of the Silver Stevie Award for Best Customer Service, MyCase is a unique and intuitive web-based system created expressly for lawyers. Designed originally to help facilitate better communication between attorneys and... Read More
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A recent winner of the Silver Stevie Award for Best Customer Service, MyCase is a unique and intuitive web-based system created expressly for lawyers. Designed originally to help facilitate better communication between attorneys and... Read More
 
Smokeball logo
 
Smokeball is a cloud-based legal practice management for small firms that can be used in a variety of specialities. Key features include case management, contact management, calendaring, time tracking, billing and accounting.  Smokeball... Read More
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Smokeball is a cloud-based legal practice management for small firms that can be used in a variety of specialities. Key features include case management, contact management, calendaring, time tracking, billing and accounting.  Smokeball... Read More

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SmartAdvocate logo
 
Conceptualized by a partner at a personal injury law firm, SmartAdvocate is a legal management platform that offers flexible deployment options and a modular suite of applications.  In addition to case management, attorneys and their... Read More
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Conceptualized by a partner at a personal injury law firm, SmartAdvocate is a legal management platform that offers flexible deployment options and a modular suite of applications.  In addition to case management, attorneys and their... Read More
 
Jarvis Legal logo
 
Jarvis Legal is a legal practice management system designed for small law firms and solo practitioners. The software features include automatic time tracking, document management and reporting, client and case management. The application... Read More
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Jarvis Legal is a legal practice management system designed for small law firms and solo practitioners. The software features include automatic time tracking, document management and reporting, client and case management. The application... Read More
 
Essential logo
 
Essential by Anaqua is a mobile-ready platform offering legal management tools to intellectual property firms. It offers highly configurable workflows to meet a firm’s needs, policies, and procedures as well as client-specific processes. Case... Read More
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Essential by Anaqua is a mobile-ready platform offering legal management tools to intellectual property firms. It offers highly configurable workflows to meet a firm’s needs, policies, and procedures as well as client-specific processes. Case... Read More
 
LegalEdge logo
 
LegalEdge is a web-based or on premise platform offering customizable solutions suitable for criminal, government, and litigation practices of all sizes. A smartphone interface allows users to access the system from any mobile device... Read More
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LegalEdge is a web-based or on premise platform offering customizable solutions suitable for criminal, government, and litigation practices of all sizes. A smartphone interface allows users to access the system from any mobile device... Read More
 
HoudiniEsq logo
 
HoudiniEsq is a law practice management soluiton for law practices of all sizes. This software can be installed both on-premise and in the cloud. HoudiniEsq features case budgets, time tracking, case and matter management, full text... Read More
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HoudiniEsq is a law practice management soluiton for law practices of all sizes. This software can be installed both on-premise and in the cloud. HoudiniEsq features case budgets, time tracking, case and matter management, full text... Read More

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CosmoLex logo
 
CosmoLex is a cloud-based legal management software that offers advanced features and fully-integrated applications for an all-in-one solution. Named TechnoLawyer Newswire’s Top 25 Product of 2014, it includes time tracking, billing,... Read More
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CosmoLex is a cloud-based legal management software that offers advanced features and fully-integrated applications for an all-in-one solution. Named TechnoLawyer Newswire’s Top 25 Product of 2014, it includes time tracking, billing,... Read More
 
Rocket Matter logo
 
A Legal Management system designed for small and mid-sized practices, Rocket Matter provides a way to improve invoice accuracy, and reduce the time it takes to generate invoices. The system also provides document management, so that... Read More
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A Legal Management system designed for small and mid-sized practices, Rocket Matter provides a way to improve invoice accuracy, and reduce the time it takes to generate invoices. The system also provides document management, so that... Read More
 
Actionstep logo
 
Actionstep is a cloud-based solution appropriate for growing, or mid-sized firms. The legal management system can accommodate businesses with staffs as small as five, and as large as 50 and above. Key functionalities include a customer... Read More
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Actionstep is a cloud-based solution appropriate for growing, or mid-sized firms. The legal management system can accommodate businesses with staffs as small as five, and as large as 50 and above. Key functionalities include a customer... Read More
 
Prevail Case Management logo
 
With 21 years of experience, Prevail Case Management System by Practice Technology, Inc. has one of the market's most popular legal case management solutions, offering some of the lowest total cost of ownership and fastest ROI in their... Read More
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With 21 years of experience, Prevail Case Management System by Practice Technology, Inc. has one of the market's most popular legal case management solutions, offering some of the lowest total cost of ownership and fastest ROI in their... Read More
 
Firm Central logo
 
Firm Central is a cloud-based legal management solution by Thomson Reuters. It features matter management, time and billing, scheduling and document assembly. Three different packages are available: Core, Essential and Premier. All... Read More
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Firm Central is a cloud-based legal management solution by Thomson Reuters. It features matter management, time and billing, scheduling and document assembly. Three different packages are available: Core, Essential and Premier. All... Read More

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Law Ruler Legal Practice Management logo
 
Law Ruler is a web-based practice management system with a full suite of features for law firms. It offers case management on a standalone basis, as well as document management, contact management, calendaring and docketing, billing... Read More
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Law Ruler is a web-based practice management system with a full suite of features for law firms. It offers case management on a standalone basis, as well as document management, contact management, calendaring and docketing, billing... Read More
 
CoCounselor logo
 
CoCounselor provides a cloud-based legal management solution tailored specifically to the unique needs of plaintiff’s lawyers. With CoCounselor, users gain access to a comprehensive suite of solutions that shows them the health of... Read More
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CoCounselor provides a cloud-based legal management solution tailored specifically to the unique needs of plaintiff’s lawyers. With CoCounselor, users gain access to a comprehensive suite of solutions that shows them the health of... Read More
 
Coyote Analytics logo
 
Coyote Analytics is a comprehensive financial software system specifically built to meet the needs of law firms that is available in both web-based and on-premise formats. The program includes modules for billing, accounting, and administration,... Read More
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Coyote Analytics is a comprehensive financial software system specifically built to meet the needs of law firms that is available in both web-based and on-premise formats. The program includes modules for billing, accounting, and administration,... Read More
 
LegalTrek logo
 
LegalTrek is comprehensive legal practice management solution designed for boutique and midsize law firms worldwide. Focused on project management and billing, LegalTrek helps structure and improve day-to-day operations so firms can... Read More
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LegalTrek is comprehensive legal practice management solution designed for boutique and midsize law firms worldwide. Focused on project management and billing, LegalTrek helps structure and improve day-to-day operations so firms can... Read More
 
MerusCase logo
 
MerusCase is a legal practice management system offering an integrated platform of solutions for U.S. law firms. The system is HIPAA compliant and offers document management, timetracking and billing, calendaring and communication... Read More
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MerusCase is a legal practice management system offering an integrated platform of solutions for U.S. law firms. The system is HIPAA compliant and offers document management, timetracking and billing, calendaring and communication... Read More
 

Buyer's Guide

by Eileen O'Loughlin,
Market Research Associate
Last Updated: June 6, 2017


Law firms receive and process an incredible amount of sensitive case and client data through various mediums, such as phone calls, emails and documents. Firms must maintain organization and professionalism when handling this information, or risk losing valuable time and money. Case management software helps law firms handle case and client data more effectively and with less manual effort.

According to our research, over 75 percent of legal professionals say using legal management software has positively impacted organization and workflows, and has increased the firm’s billable hours, as well. However, firms have several variables to consider before purchasing a system, such as breadth of functionality, integrations and deployment options.

We’ve created this guide to help buyers understand case management systems and how they factor into the larger legal software market. In it, we’ll cover:

What Is Legal Case Management Software?
Common Functionality of Case Management Software
Key Purchase Considerations
Market Trends

What Is Legal Case Management Software?

Legal case management software can help law firms automate their daily workflows, such as viewing tasks, tracking billable time and calendaring. This helps firms increase efficiency and maximize revenue, thus growing their business.

Firms can purchase case management software as a stand-alone or “best-of-breed” solution, or as part of a larger practice management platform (whereby case management functionality would be bundled with others, such as legal billing applications or legal document management applications). Typically, practice management solutions handle the entirety of the firm’s business functions—including accounting, reporting and even marketing. Case management systems, on the other hand, focus on the firm’s internal needs regarding the processing and storing of case and client data. The complexity of these systems can vary, as we’ll cover in the section below.

Buyers who purchase stand-alone case management software should ensure the product integrates with other software solutions the firm uses, such as its legal accounting platform or document management system.

Common Functionality of Case Management Software

Legal case management software may include some or all of the following capabilities:

Centralized database Complete with search functionality, access controls and data import/export, legal professionals can easily store and retrieve information on cases—including client contact information, file attachments and email correspondence. They can also share case information with other users who have approved access.
Conflict checking With these systems, users can more easily check for conflicts of interest and statutes of limitations. Users run a search through the database, and the software can automatically scan client/case data and flag potential issues. This helps save time and reduce errors associated with manual methods of checking.
Calendar Users can schedule tasks and appointments, set reminders and view upcoming deadlines and meetings. They can also sync calendars with common email tools, such as Microsoft Outlook.
Time tracking Allows users to easily track and record billable time. Many systems include customization options to accommodate alternative fee arrangements, allowing users to record billable hours based on an hourly, a transactional or a user-defined fee basis.
Task tracking Users can manage to-do lists, assign staff to cases and specific roles and monitor the time spent on tasks to improve workflow efficiency.
Client portal Some systems include a client portal, which more easily allows for and accommodates the secure transfer of case files and client data.
Access to online legal research databases Some platforms connect with legal research services such as Westlaw or LexisNexis. This provides users access to legal materials and services (including primary law, litigation resources and public records).

Key Purchase Considerations

With the expanse of legal solutions on the market, it’s important to keep the following considerations in mind when selecting a system that fits the needs of your firm:

Integration challenges: Integration with other systems was cited as a “major challenge” by 27 percent of users in our 2015 study (linked to above). To combat this issue, firms are encouraged to vet case management systems prior to purchase to determine whether they’re compatible with current accounting and document management programs. Many vendors offer free trial periods, and firms can demo products before buying to ensure the platform supports current business needs and can scale appropriately.

Security concerns: Security is a top priority for both law firms and their clients. Before purchasing a system, consider checking with high-priority clients to see if adding capabilities, such as a client portal, would make them feel more at ease about the security of their data. Client concerns over information safety may also play a role in your firm’s decision between on-premise and cloud-based software (see below).

Deployment considerations: Many cloud-based systems offer enhanced, bank-grade security and encryption services and run daily backups to ensure the safety of client data. However, despite these safety measures, some clients may simply be opposed to having their data stored in the cloud. On-premise solutions allow data to be stored on your firm’s own servers, but also come with higher upfront costs, ongoing maintenance and support fees and typically necessitate on-site IT staff. It’s important to carefully weigh client concerns with firm budgets and needs when choosing a deployment option.

Market Trends

Firms should be aware of the following market trends as they evaluate different case management products:

  • Alternative fee arrangements: As opposed to charging based on a billable hour, some lawyers and/or firms may charge clients based on a collar or fixed fee. As alternative billing models become more commonplace, firms should consider investing in case management software with reporting functionality. This will allow them to track costs associated with tasks, people, etc., more closely.
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  • Legal process outsourcing: Outsourcing work to a third-party provider, for example legal research, data collection and other labor-intensive tasks, can help firms decrease costs to clients.
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  • Social media used for marketing: Research has shown that reviews sites, such as Yelp, are popular ways of evaluating an attorney prior to meeting. Important information for prospective clients include how many years of experience the attorney has and how past clients have rated the lawyer for quality of service. Specifically, how well the attorney explained their legal options to them.
 

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