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Case Management Software

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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
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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 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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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
 
 
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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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
 
 
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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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
 
 
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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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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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
 
 
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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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
 
 
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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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
 
 
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
 
 
Suitable for midsize and large legal practices, ProLaw by Thomson Reuters Elite helps users to manage the law firm management process. The financial management application automates the time tracking and expense management process... Read More
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Suitable for midsize and large legal practices, ProLaw by Thomson Reuters Elite helps users to manage the law firm management process. The financial management application automates the time tracking and expense management process... Read More

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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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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
 
 
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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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
 
 
ProTempus is an on-premise practice management solution designed for small law firms. Key features include contact management, document management, case management and trust accounting. ProTempus’ contact management functionality... Read More
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ProTempus is an on-premise practice management solution designed for small law firms. Key features include contact management, document management, case management and trust accounting. ProTempus’ contact management functionality... Read More
 
 
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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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
 
 
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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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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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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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
 
 
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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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
 
 
HoudiniEsq is a hybrid law practice management solution that caters to law practices of all sizes and provides them the functionalities to manage various business routines which include cases, billing, invoicing and several other... Read More
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HoudiniEsq is a hybrid law practice management solution that caters to law practices of all sizes and provides them the functionalities to manage various business routines which include cases, billing, invoicing and several other... Read More
 
 
CosmoLex is a cloud-based legal management solution that offers features including time tracking, billing, trust accounting, task and document management. The solution connects all modules so that users do not have to enter information... Read More
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CosmoLex is a cloud-based legal management solution that offers features including time tracking, billing, trust accounting, task and document management. The solution connects all modules so that users do not have to enter information... Read More
 
 
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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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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Rocket Matter is a cloud-based legal billing and management solution designed to cater small and midsize law practices. It features time and billing management, calendar, document management, payments and collaboration management modules. Rocket... Read More
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Rocket Matter is a cloud-based legal billing and management solution designed to cater small and midsize law practices. It features time and billing management, calendar, document management, payments and collaboration management modules. Rocket... Read More
 
 
TrialWorks is a legal case management solution designed for litigation firms of all sizes. It helps firms manage processes including case intake, trial preparation, contact management and document management. TrialWorks enables users... Read More
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TrialWorks is a legal case management solution designed for litigation firms of all sizes. It helps firms manage processes including case intake, trial preparation, contact management and document management. TrialWorks enables users... Read More
 
 
Prevail Case Management System by Practice Technology is a legal case management solution that offers relational database that incorporates tools and features users need to manage practice and multiple cases. It is suitable for legal... Read More
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Prevail Case Management System by Practice Technology is a legal case management solution that offers relational database that incorporates tools and features users need to manage practice and multiple cases. It is suitable for legal... Read More
 
 
Firm Central by Thomson Reuters is a cloud-based legal management solution. It features matter management, time and billing, scheduling and document assembly. All Firm Central packages offer client, matter, document and task management.... Read More
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Firm Central by Thomson Reuters is a cloud-based legal management solution. It features matter management, time and billing, scheduling and document assembly. All Firm Central packages offer client, matter, document and task management.... Read More
 
 
Actionstep is a cloud-based legal practice management solution designed for growing and midsize firms. The integrated solution offers tools for managing cases, billing, invoicing and accounting as well as enables businesses to automate... Read More
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Actionstep is a cloud-based legal practice management solution designed for growing and midsize firms. The integrated solution offers tools for managing cases, billing, invoicing and accounting as well as enables businesses to automate... Read More

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MerusCase is a cloud-based legal practice management solution for small, midsize and large legal firms and businesses. It is HIPAA compliant and offers document management, time tracking, billing, calendaring and communication tools. The... Read More
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MerusCase is a cloud-based legal practice management solution for small, midsize and large legal firms and businesses. It is HIPAA compliant and offers document management, time tracking, billing, calendaring and communication tools. The... Read More
 
 
Coyote Analytics is a comprehensive financial software system specifically built to meet the needs of law firms. The solution is available in both cloud-based and on-premise deployment formats. It features modules for managing contacts,... Read More
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Coyote Analytics is a comprehensive financial software system specifically built to meet the needs of law firms. The solution is available in both cloud-based and on-premise deployment formats. It features modules for managing contacts,... Read More
 
 
App4Legal is a law practice management solution designed for lawyers, paralegal, assistants and managers. The product caters both to law firms, as well as in-house legal departments. It offers corporate law, contact management, litigation... Read More
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App4Legal is a law practice management solution designed for lawyers, paralegal, assistants and managers. The product caters both to law firms, as well as in-house legal departments. It offers corporate law, contact management, litigation... Read More
 
 
LegalTrek is a legal practice management solution designed for midsize law firms and legal departments. Key features include office management, time tracking and schedule management. The solution offers a centralized document storage... Read More
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LegalTrek is a legal practice management solution designed for midsize law firms and legal departments. Key features include office management, time tracking and schedule management. The solution offers a centralized document storage... Read More
 
 
CoCounselor provides a cloud-based legal management solution tailored specifically to the needs of plaintiff’s lawyers. With CoCounselor, users gain access to a suite of solutions that provide information on the performance of their... Read More
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CoCounselor provides a cloud-based legal management solution tailored specifically to the needs of plaintiff’s lawyers. With CoCounselor, users gain access to a suite of solutions that provide information on the performance of their... Read More

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LawGro is a cloud-based business management solution for small to midsize legal practices. Key features include contact management, case management, task management, time and expense tracking, billing and invoicing, document management,... Read More
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LawGro is a cloud-based business management solution for small to midsize legal practices. Key features include contact management, case management, task management, time and expense tracking, billing and invoicing, document management,... Read More
 
 
Case Master Pro is an on-premise legal billing solution designed for law firms of all sizes. Features include case management, document management, billing and accounting, custom reporting and more. Case Master Pro’s case management... Read More
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Case Master Pro is an on-premise legal billing solution designed for law firms of all sizes. Features include case management, document management, billing and accounting, custom reporting and more. Case Master Pro’s case management... Read More
 
 
FactBox is a cloud-based legal management solution suitable for small to midsize practices in a variety of specialties. The solution is especially suitable in employment, personal injury, criminal defense and family law practices.... Read More
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FactBox is a cloud-based legal management solution suitable for small to midsize practices in a variety of specialties. The solution is especially suitable in employment, personal injury, criminal defense and family law practices.... Read More
 
 
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
 
 
Aderant is a cloud-based legal solution for law firms of all sizes, designed to manage legal cases and billing. It is a modular solution comprising of integrated applications for practice management, project management, case management,... Read More
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Aderant is a cloud-based legal solution for law firms of all sizes, designed to manage legal cases and billing. It is a modular solution comprising of integrated applications for practice management, project management, case management,... Read More

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BEC Legal Systems is an on-premise legal management solution that offers law firms case management, contact management, calendaring and docketing, document assembly, document formatting and metadata management within a single suite. BEC’s... Read More
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BEC Legal Systems is an on-premise legal management solution that offers law firms case management, contact management, calendaring and docketing, document assembly, document formatting and metadata management within a single suite. BEC’s... Read More
 
 
SuiteCRM Legal CRM is a cloud-based and on-premise solution. It caters to lawyers, paralegals, attorneys and support staff in a legal firm. Primary features include case management, contact management, billing and invoicing, calendaring... Read More
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SuiteCRM Legal CRM is a cloud-based and on-premise solution. It caters to lawyers, paralegals, attorneys and support staff in a legal firm. Primary features include case management, contact management, billing and invoicing, calendaring... Read More
 
 
The Legal Assistant is a cloud-based and on-premise legal management solution available for either cloud-based or on-premise deployment. It is suitable for legal practices of multiple sizes. Different modules are available for specific... Read More
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The Legal Assistant is a cloud-based and on-premise legal management solution available for either cloud-based or on-premise deployment. It is suitable for legal practices of multiple sizes. Different modules are available for specific... Read More
 
 
Case.one is a cloud-based case management solution designed for legal businesses of all sizes. Key features include a client portal, time tracking, workflow automation, reporting, billing and invoicing. Case.one helps practitioners... Read More
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Case.one is a cloud-based case management solution designed for legal businesses of all sizes. Key features include a client portal, time tracking, workflow automation, reporting, billing and invoicing. Case.one helps practitioners... Read More
 
 
dealcloser is a cloud-based legal transaction processing solution designed for corporate lawyers. It helps law firms to process transactions, manage deals and handle administrative tasks. dealcloser provides a Dynamic Closing Agenda... Read More
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dealcloser is a cloud-based legal transaction processing solution designed for corporate lawyers. It helps law firms to process transactions, manage deals and handle administrative tasks. dealcloser provides a Dynamic Closing Agenda... Read More

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LawAlign is a legal management software solution specifically designed for Personal Injury Attorneys. This solution offers customizable integration plans based on the systems users already have in place and is available for on-premise... Read More
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LawAlign is a legal management software solution specifically designed for Personal Injury Attorneys. This solution offers customizable integration plans based on the systems users already have in place and is available for on-premise... Read More

 

Buyer's Guide

by Eileen O'Loughlin,
Market Research Associate
Last Updated: October 17, 2018


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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