Legal case management software comparison

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Clio Clio is a web-based legal practice management system designed to meet the needs of small to mid-sized law firms. Read more 4. TheraNest TheraNest is an HIPAA compliant web-based mental health solution used by solo practitioners, large mental health practices, and nonprofit organizations.

Freshsales Freshsales is a salesforce automation solution that enables businesses of all sizes to streamline lead management, client interaction, marketing insights, customer relationship management and other operations. You have the following options:. Instead of shifting over all aspects of your business all at once, make the transition from the legacy system to the new web-based case management system piece by piece.

For instance, start using the new system for client billing. When you have ironed out the issues and everything is working as desired, add another element like scheduling. By staging your transition in phases, the changes will be easier to implement. Mark Brenner, a MyCase customer, recently shared :. That risk has been virtually eliminated with MyCase because my clients are always notified whenever I work on a case.

Paul Grass explains how online payment processing helps his firm, Sullivan Law Group, get paid quickly, and saves four hours each week on administrative invoicing tasks:. It also saves time because everything is automatically paid and reconciled. We used to spend four to five hours reconciling billing and client payments each week. According to Jett , his law firm, Jett Law, is significantly more efficient as a result:.

Before we had MyCase we had to use a document bank and then manually change all the names and case numbers and things like that — that alone probably saves hours every day. So not having to worry about that from a security standpoint is huge. Sign up for a free trial here! Proven strategies from legal experts, delivered straight to your inbox. No thanks, not right now. The features most commonly found in case management software for lawyers include: document management, sharing, and collaboration functionality time-tracking and legal invoicing tools online payment processing and accounting communication features such as secure client portals, built-in texting, integrated email, and real-time chat customer relationship management tools rules-based calendaring The right law office case management system can revolutionize your law practice.

Types of Legal Case Management Software and Systems Lawyers have used software to help them practice law and run their firms for many years. The many types of law office case management software Oftentimes, lawyers who work in small and midsize firms practice many different types of law.

The rise of legal cloud computing software Historically, the software that lawyers have relied on to run their firms has been primarily premise-based. Ease and Convenience of Attorney Case Management Software Because solo and small firm attorneys single-handedly take on so many different roles, their lives can sometimes feel overwhelming.

Client intake and lead management Online intake forms simplify client intake and make it easy for potential clients to provide contact information from any internet-enabled device at any time of the day. Billing and invoicing A successful law practice is a profitable one. Online Payments One of the best ways to ensure your firm gets paid quickly is to allow clients to pay their bills online.

Document automation and templates When document templates are created using document automation features, the time needed to create frequently-used documents is significantly reduced, since you no longer need to re-type the entire document. Client portal Online communication portals provide law firms with a secure and effective way to communicate with clients.

Clio is a web-based legal practice management system designed to meet the needs of small to mid-sized law firms.

It provides a way to track goals and deadlines, manage cases and documents, and track time Recent recommendations: 87 recommendations. MyCase FrontRunners MyCase is a cloud-based legal management solution that helps attorneys in small to medium size law firms manage communications with their clients and carry out daily business operations.

The solution also provides functionalities Recent recommendations: 54 recommendations. CosmoLex FrontRunners CosmoLex is a comprehensive legal management software designed for smaller and solo firms. It offers integrated features to manage all aspects of a practice: document management, case management, time tracking, and calendaring Recent recommendations: 39 recommendations.

Zola Suite FrontRunners Zola Suite is a cloud-based legal practice management solution for law firms of all sizes. Key features include task management, built-in email, document management, client portals, calendar, contact management, automation, report Recent recommendations: 23 recommendations.

Smokeball FrontRunners Whether you bill hourly, fixed fee, or on conti Recent recommendations: 21 recommendations. TimeSolv Legal Billing. TimeSolv is a cloud-based legal time tracking and billing solution that caters to law firms, accountants, consultants, architects, and freelancers, helping them manage daily business operations.

TimeSolv integrates project ma Recent recommendations: 17 recommendations. Tabs3 FrontRunners 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 Recent recommendations: 15 recommendations. Rocket Matter. 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 Recent recommendations: 6 recommendations. Litify is the all-in-one, next-generation legal software solution. Designed for medium to large-scale law firms, Litify enables every team member to do their best work. Our robust legal software combines intakes, matter mana Recent recommendations: 4 recommendations.

SmartAdvocate FrontRunners 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.

What is Legal Case Management Software? Overview Buyer's Guide Research Need help? Talk to a Software Expert. What Do We Measure? Emotional Footprint Gather insight into whether your vendor is going to treat you like a partner using the Emotional Footprint Buyer's Guide.

Compare Legal Case Management Software. Sort by: a-z top rated cx score most liked most recommended. Welcome Back! Get Instant Access to this Report Unlock your first report with just a business email.