Effective case management is essential in any law firm. Regardless of the size of the case or the size of the legal practice, neglecting to have an efficient law case management system at the very least makes your job much more difficult. Worse, failure to handle your cases might lead to a costly error or a mistake with irrevocable implications.
Your law firm does not have to be run by chaos. The best legal case management software available today enables you to integrate all parts of case management system into a single platform.
Top 10 Legal Case Management Software
- Clio
- MyCase
- Smokeball
- Filevine
- Rocket Matter
- The Zola Suite
- Westlaw
- CASEpeer
- PracticePanther
- CloudLex
Legal Case Management Software Comparison
#1. Clio
- Designed for quick responsiveness
- The second most user-friendly legal case management software
- The starting price is $39.00.
Product Information
Clio, G2’s favorite legal case management tool, allows you to operate your law office from the comfort of your own home. With the most 5-star reviews, Clio certainly stands out. Organize all of your cases, contacts, bills, calendars, and other information in one location. A case management system like this will be your law firm’s key hub when working remotely, with unlimited document storage and the flexibility to access case facts from anywhere. The Clio Suite is made up of two parts:
- Clio Manage is the leading cloud-based legal case management software in the business.
- Clio Grow: Simplified client intake for law firms. The all-in-one client intake and client relationship management (CRM) software improve operations, organization, and law firm growth.
Users
- Attorney
- Paralegal
Industries
- Legal Practice
- Legal Assistance
Market Sector
- 95% are small businesses.
- Mid-Market 4%
#2. MyCase
- The fifth most user-friendly legal case management software
- The starting price is $39.00.
Product Information
MyCase is a full-service case management system for your legal office, giving you the tools you need to enhance organization, increase efficiency, and scale your business’s operations. All of your critical case facts – documents, contacts, calendars, emails, tasks, and bills – are available in a single, organized area with MyCase. Mycase.com offers a free trial (no credit card required).
Users
- Attorney
- Owner
Industries
- Legal Practice
- Legal Assistance
Market Sector
- 97% of small businesses
- Mid-Market 2%
#3. Smokeball
- Designed for quick responsiveness
- The first and easiest to use legal case management software
- The starting price is $29.00.
Product Information
Smokeball is cloud-based legal practice management software that tracks time spent on each subject automatically, allowing your small law firm to bill more hours with simplicity. Staff can finish papers with a few clicks thanks to our library of 20,000+ pre-loaded forms and sophisticated Microsoft Office connection. And with Smokeball’s mobile app, you’ll be able to access everything on the go. Smokeball gives the information and tools you need to get more hours back in your day and manage a more efficient, lucrative law business, regardless of how you bill.
Users
- Attorney
- Paralegal
Industries
- Legal Practice
- Legal Assistance
Market Sector
- Completely Small-Business
#4. Filevine
- The eighth most user-friendly legal case management software
Product Information
Filevine is the most popular legal work platform. Filevine is where legal work gets done, with highly configurable case management software that drives everything from task automation and document management to client communication and analytics. Connect your entire business, storing all of your data, papers, notes, tasks, and communications in one location, all with the platform that allows you to finish more work.
Users
- Paralegal
- Attorney
Industries
- Legal Practice
- Services in Finance
Market Sector
- 91% are small businesses.
- Mid-Market 7%
#5. Rocket Matter
- The sixth most user-friendly legal case management software
- The starting price is $39.00.
Product Information
Rocket Matter enables legal firms to provide better client service while increasing revenues by more than 20%. The firm was the first to market with cloud-based legal practice management software, acquiring its first client in 2007. Since then, it has been a market leader, with the most powerful and user-friendly time and billing software available. In addition, when law firms want to generate more money, go paperless, or boost trust in their accounting, Rocket Matter can help. It’s no surprise that thousands of law firms rely on Rocket Matter, which has award-winning customer service based in the United States.
Users
- Attorney
- Paralegal
Industries
- Legal Practice
- Legal Assistance
Market Sector
- 98% of small businesses
- Mid-Market 2%
#6. Zola Suite
- Designed for quick responsiveness
- The third most user-friendly legal case management software
- The starting price is $59.00.
Product Information
Zola Suite is the only end-to-end practice management platform in the industry that combines front-office and back-office tools to provide a single source of truth. Zola Suite eliminates data silos and helps your firm maximize productivity and profitability by providing best-in-class matter management tools as well as powerful billing, accounting, and reporting. The following features are available: – Built-in Billing & Accounting – Intelligent Email – Advanced Reporting – A Complete CRM for Prospect & Intake Management – Document Management & Automation – Legal Calendaring – Task Management – Secure Client Portal
Users
- Attorney
- Associate Lawyer
Industries
- Legal Practice
- Legal Assistance
Market Sector
- Completely Small-Business
- Mid-Market 1%
#7. Westlaw
Product Information
Thomson Reuters Westlaw is a provider of online legal research services for lawyers and other legal professionals. Westlaw offers the most comprehensive collection of legal information available, including cases, statutes and regulations, secondary sources, practice areas, news, briefs, trial court papers, public records, expert materials, and much more. The most recent version, Westlaw Edge, enables attorneys to provide the quickest responses and get the most important insights, giving them a clear strategic advantage. Westlaw Edge provides the next generation of legal search, intelligent document analysis, integrated litigation analytics, and the most powerful citator, all powered by the most advanced AI and backed by more than 100 years of editorial upgrades.
Users
- Attorney
- Paralegal
Industries
- Legal Practice
- Legal Assistance
Market Sector
- 56% are small businesses.
- Mid-Market 32%
#8. CASEpeer
- The sixth most user-friendly legal case management software
- The starting price is $89.00.
Product Information
CASEpeer is the top practice management system designed specifically for personal injury law firms. A cloud-based plaintiffs’ practice management tool can turbocharge your law business. With access to cases and data from anywhere, at any time, you can execute on outcomes like never before. CASEpeer gives you the case and practice management tools you need to focus on what matters most: your clients.
Users
- Paralegal
Market Sector
- 92% are small businesses.
- Mid-Market 8%
#9. AbacusLaw
- Designed for quick responsiveness
- The 12th most user-friendly legal case management software
- The entry-level price is $69 per user each month.
Product Information
AbacusLaw provides you with all of the tools you need to expand your practice, such as case management, time management, billing, and comprehensive G/L accounting operations. Capture crucial case and client facts automatically, avoid missing important deadlines and receive total visibility into your firm.
Industries
- Legal Practice
- Legal Assistance
Market Sector
- 95% are small businesses.
- Mid-Market 4%
#10. Amicus Curiae
- Designed for quick responsiveness
- 13th Most User-Friendly Legal Case Management Software
- The entry-level price is $49 per user per month.
Product Information
Amicus Attorney is a user-friendly case management solution that records and invoices billable time, automates crucial paperwork, and gives you quick access to all of your customers and case files. Integrate with QuickBooks and other applications while working from your desktop or in the private cloud.
Users
- Paralegal
- Attorney
Industries
- Legal Practice
- Legal Assistance
Market Sector
- Small-Business 96%
- Mid-Market 2%
#11. CaseMap®
Product Information
- Easily manage and analyze your case data.
Industries
- Legal Practice
- Legal Assistance
Market Sector
- 48% are small businesses.
- Mid-Market (38%).
#12. Firm Central
- The entry-level price is $105 per month.
Product Information
Firm Central is a cloud-based legal practice management system that streamlines the business part of your office, allowing you to focus on practicing law. Firm Central is simple to learn, utilize, and get started with. Protect your data with industry-leading security from a reputable source. Firm Central Time & Billing allows you to access your affairs from anywhere at any time while monitoring time and preparing professional invoices. Firm Central Deadline Assistant automates your court deadline computations, lowering the chance of legal calendaring errors.
Users
- Legal Practice
- Legal Assistance
Market Sector
- 82% are small businesses.
- Mid-Market 9%
#13. Time Matters®
- The 19th most user-friendly legal case management software.
Product Information
Time Matters® makes use of adaptable practice management software to promote cooperation on issues, streamline internal processes, and fuel development through higher billable hours and profitability.
Industries
- Legal Practice
- Legal Assistance
Market Sector
- 63% of small businesses
- 17% of the Mid-Market
Read Also: LAWYER SALARY: Average Salaries By State, Experience & Field of Practice (Updated!)
Where Can I Find Case Management Software?
Managing legal matters necessitates a system for maintaining precise information about each case. Case management system starts even before your client employs your firm. Before your customer accepts a retainer agreement, you need a reliable method for doing conflict checks.
Throughout the case, there may be hundreds or thousands of documents to arrange, deadlines to meet, statements to process, and other details to analyze and organize into searchable categories.
You must also organize and handle billing, client interactions, contact information, appointment scheduling, court information, and case notes.
After you’ve closed the case, you’ll need a system for storing and archiving it that enables for ongoing conflict checks. You may also need to access material from one case to help with a case in another related or comparable case.
Digital files must now be saved, categorized, and cataloged. The days of manually managing legal cases are over.
Case Management Software Features
#1. Practice Management:
Allow for easy searches of the legal case database, tracking notes on cases, seeing documents, checking calendars, and monitoring for conflicts of interest.
#2. Document Management
This entails creating, searching for, editing, and archiving legal documents. Internally distribute documents. Add client, vendor, and opposing counsel contact information, and provide access to specific documents. Allow visitors to upload files.
#3. Conflict Check
Create an aggregated database of available attorneys at a firm that users may search using information about a client or a case to see if an attorney has a conflict of interest in the case at hand.
#4. Time and Billing
Billable hours, fees, and expenses should all be tracked. Create and save invoices that may be delivered to clients using the integrated messaging tools. Track time with phase codes, task codes, activity codes, and more. Include chargeable expenses like court fees and expert witness fees.
#5. Task Management:
At your law practice, organize, allocate, and collaborate on work. Utilize customized task criteria such as priority, status, and category to prioritize your workload. Reminders or notifications of work completion can be sent to team members via email.
#6. Legal Accounting
Legal accounting includes financial management tools for law businesses such as check printing, payroll, budgeting, and top-level financial reports. When managing investments across a client portfolio, trust accounting, cash management, and bank reconciliation may also be included.
#7. Electronic Signatures
Accept electronic signatures on a variety of legal papers using secure forms and links, allowing clients to confidently check documents and agreements before sending.
Benefits of Case Management Software
Other advantages of adopting case management software include handling the data, papers, and other information linked with a client’s case.
#1. Lower the Chances of Mistakes
Human error can be reduced by using case management software. When you’re dealing with many cases and hundreds of documents, mistakes happen. Many duties are completed automatically by case management software, reducing the possibility of errors and blunders.
Errors in transferring data to forms, for example, could be costly and time-consuming. When the data is stored in case management software, the software transfers the data without error.
#2. Improve Security
Lawyers have a fiduciary duty to keep confidential material discreet. A data breach could lead to the theft or exposing of sensitive data. Case management software can provide an additional degree of data security.
The software also backs up whole files automatically to ensure that nothing is lost in the case of a data breach or natural disaster.
#3. Help With Remote Work
Client files and data can be accessed by lawyers and staff members from work, home, and other locations. Furthermore, cloud-based case management software allows staff to access data while telecommuting.
#4. Tracking Leads
Case management software can help you track leads in addition to managing your current cases. A simple, easy-to-use system for tracking and following up on leads improves the law firm’s retention rates.
A lead can be entered into the system, routed to the appropriate individual, and scheduled for follow-up. Everyone has access to all of the lead’s information in one place.
#5. Enhance Efficiency
Case management software boosts productivity. Everyone involved in a case has access to and can edit information. Having data in a system that allows for easy retrieval cuts down on the time it takes to find information.
Case Management Software FAQs
What is CMS Case Management System?
The Case Management System (CMS) contains information on matters and cases handled by the Environment and Natural Resources Division (ENRD). Furthermore, the CMS has information on ENRD-initiated cases that have been assigned to or shared with US Attorneys’ Offices.
Why do you need a case management system?
Intake, case tracking, and reporting are all streamlined by a case management software system. It centralizes all case information in order to give a single source of up-to-date information on active cases.
What are the 4 types of case management?
Within this concept, successful case management consists of four critical components: intake, needs assessment, service planning, and monitoring and evaluation. To ensure client success, human service firms of all sizes must apply these four components correctly.
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