Finding software can be overwhelming. We've helped dozens of law firms choose the right case management software so they can manage sensitive information and automate daily tasks.

Showing 1-20 of 51 products

Clio

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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Recent recommendations: 83 recommendations

Platforms: MacWinLinux
Deployments: Cloud, On premise
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PracticePanther Legal

PracticePanther Legal Software is a legal management solution for small to midsize practices specializing in areas including bankruptcy law, personal injury, divorce, estate planning, litigation, criminal law and many more. The system... Read more

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Recent recommendations: 71 recommendations

Platforms: MacWinLinux
Deployments: Cloud, On premise
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MyCase

MyCase is a cloud-based legal management solution that helps attorneys in small size law firms to manage communications with their clients and carry out daily business operations. The solution also provides functionalities for accounting... Read more

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Recent recommendations: 54 recommendations

Platforms: MacWinLinux
Deployments: Cloud, On premise
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Tabs3

Tabs3 Software offers practice management, case management and financials for small to midsize firms in any practice area. Tabs3 enables legal professionals to manage their schedule and matters as well as track their time and bill... Read more

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Recent recommendations: 50 recommendations

Platforms: MacWinLinux
Deployments: On premise
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Filevine

Filevine is a cloud-based case management solution for small and midsize legal firms and legal professionals. It helps in managing case documents, communication and project management. Key features include bill and expense tracking,... Read more

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Recent recommendations: 26 recommendations

Platforms: MacWinLinux
Deployments: Cloud, On premise
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Needles Case Management

For over 35 years Needles has successfully supported the legal industry with case management software solutions. With 30,000+ users and over 2,000 law firms, this application includes 20+ case type libraries and provides reporting... Read more

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Recent recommendations: 25 recommendations

Platforms: Win
Deployments: On premise
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Zola Suite

Zola Suite is a cloud-based legal practice management solution for single users as well as small and midsize law firms. Key features include task management, built-in email, document management, client portals, a calendar, contact... Read more

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Recent recommendations: 22 recommendations

Platforms: MacWinLinux
Deployments: Cloud, On premise
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CloudLex

CloudLex a cloud-based legal management solution built exclusively for plaintiff personal injury law firms of all sizes. CloudLex’s Matter Manager enables users to collaborate through matter-specific communication tools and organize... Read more

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Recent recommendations: 14 recommendations

Platforms: MacWinLinux
Deployments: Cloud, On premise
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ProTempus

ProTempus is an on-premise practice management solution designed for small law firms. Key features include timekeeping/billing, contact management, document management, case management, AR, AP, GL and trust accounting. Two clicks make... Read more

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Recent recommendations: 8 recommendations

Platforms: Win
Deployments: On premise
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AbacusLaw

Abacus Law is both cloud-based and on-premise case automation solution designed explicitly for legal practices. The system works as a practice management tool that helps in managing workflows including billing, time and accounting... Read more

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Recent recommendations: 6 recommendations

Platforms: Win
Deployments: On premise
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CASEpeer

CASEpeer is a cloud-based case management platform suitable for law firms of all sizes. It offers intake, case and task management tools, document management, negotiation and litigation tracking, reporting, search tools, case timelines... Read more

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Recent recommendations: 6 recommendations

Platforms: MacWinLinux
Deployments: Cloud, On premise
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Smokeball

Smokeball is a complete cloud-based legal productivity 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,... Read more

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Recent recommendations: 5 recommendations

Platforms: Win
Deployments: On premise
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LegalEdge

LegalEdge is a cloud-based case and matter management solution for government, city and county attorneys, agencies and school districts as well as prosecutors and public defenders.   Case screens include claims, contracts, litigation... Read more

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Recent recommendations: 5 recommendations

Platforms: MacWinLinux
Deployments: Cloud, On premise
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SmartAdvocate

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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Recent recommendations: 2 recommendations

Platforms: MacWinLinux
Deployments: Cloud, On premise
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Law Ruler

Law Ruler is redefining what legal practice management and intake software should be for personal injury and mass tort law firms. It is built specifically for lawyers to acquire more cases and manage them better. With Law Ruler, you... Read more

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Recent recommendations: 2 recommendations

Platforms: MacWinLinux
Deployments: Cloud, On premise
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Legal Files

Legal Files is an on-premise legal case and matter management solution for corporations, government agencies, universities and insurance agencies. The solution enables legal professionals and others to manage vital information, including... Read more

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Recent recommendations: 1 recommendations

Platforms: MacWinLinux
Deployments: Cloud, On premise
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GrowPath

GrowPath is a cloud-based case management and client intake solution designed for attorneys and paralegals in midsize and large legal firms. Features include document management, matter trackers, market measurement tools and more. GrowPath... Read more

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Recent recommendations: 1 recommendations

Platforms: MacWinLinux
Deployments: Cloud, On premise
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Legal Track

Legal Track is used by in-house counsel and is designed specifically for the ever changing needs of the corporate legal department. Our system allow the legal departments to handle Contracts, Litigations (including outside counsel),... Read more

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Platforms: MacWinLinux
Deployments: Cloud, On premise
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Essential

Essential by Anaqua is a cloud-based legal management solution that helps law firms of all sizes to manage their patents, inventions. Key features include case management, document management, calendaring, docketing, time tracking,... Read more

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Platforms: MacWinLinux
Deployments: Cloud, On premise
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Mitratech

Mitratech is a legal management system suitable for midsize to large corporate law firms. Key features include case management, contact management, document management, calendaring and docketing, time tracking, billing and invoicing... Read more

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Platforms: MacWinLinux
Deployments: Cloud, On premise
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Buyers guide


Last Updated: May 17, 2019

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 sca