16 Case Management Software To Consider

By Indeed Editorial Team

Published March 11, 2022

The Indeed Editorial Team comprises a diverse and talented team of writers, researchers and subject matter experts equipped with Indeed's data and insights to deliver useful tips to help guide your career journey.

Law firms might use legal case management software to record and organize details related to each of their cases. These programs include several features that improve a company's efficiency in overseeing clients. If you're in the case management field or employed at a law firm, then it might benefit you to learn about different case management platforms. In this article, we discuss case management software by explaining what it is and listing its key features, along with providing 16 programs you can consider using.

What is legal case management software?

Legal case management software is a program that allows law firms to organize any information regarding their cases. For example, case management software helps companies track daily tasks, client contact information and billings. It also lets them communicate with clients and merge case information. These platforms can increase a law firm's productivity and organization. They're also valuable for reducing errors, such as missing deadlines.

Related: What Is the Case Management Process? Definition and Benefits

Key features of case management software

Here are some key features of case management software:

  • Contact management: This refers to storing and organizing contact information so that it's easy to communicate with clients. Case management software typically includes features that allow law firms to track clients' phone numbers and email addresses.

  • Calendar software: Most case management software has calendar programs, which help companies oversee important dates and deadlines. This function also helps companies coordinate their tasks and meetings, which is valuable for staying organized.

  • Document assembly: This is software's ability to generate legal documents for the law firm to reduce errors and time spent on creating documents. Typically, document assembly automates document creation once the client's information is available.

Related: What Is a Case Management Model? (Plus Tips for Choosing One)

16 case management software

Here's a list of 16 case management software you can consider:

1. Clio

Clio is a web-based case management software that focuses on changing the legal experience for law firms and clients. This program is client-centered and offer features, such as document management, electronic bills and repetitive task automation. Users can access Clio on a variety of devices, such as computers, tablets and phones.

2. Trialworks

Trialworks is a case management platform that helps law firms and government agencies organize and track their case data. This software provides users with document management, calendar programs and expense tracking. It also includes a messaging feature to contact clients and reporting capabilities to track case performance.

3. MyCase

MyCase offers small legal firms several case management functions to help organize their cases and clients. This program has case status reports, calendering, document management and workflow automation. MyCase allows users to collaborate on documents and track time and billing. Some of its other functions include task management, reminders, case notes and trust accounting.

4. Smokeball

Smokeball is a program that centralizes case management features for users, allowing them to search for case information easily. This software helps companies manage their workflow with reporting tools, automatic time tracking and customizable work flows. Smokeball also has a legal form library, electronic signatures and email management capabilities.

Related: How To Become a Case Manager in 6 Steps

5. CASEpeer

CASEpeer is a case management software aimed towards firms that focus on personal injury law. This application helps firms track personal injury cases through task, calendar and document management. CASEpeer has many features, such as medical treatment tracking, client correspondence and app integrations.

6. PracticePanther

PracticePanther provides users with case management capabilities, including contact organization, workflow management and cloud storage. This software has time and expense tracking, trust accounting and automated client reminders. PracticePanther allows firms to integrate mobile, calendar and email applications, which is valuable for adding various abilities to the software.

7. PlanStreet

PlanStreet is a program that offers users with case management and project management functions for nonprofit organizations. This platform incorporates dashboards and charts, such as kanban boards and gantt charts, which can help improve a firm's organization and efficiency. PlanStreet also has client data management, case activities and notes and budget management features.

8. CaseFleet

CaseFleet is a cloud-based case management program that allows users to manage tasks and create case timelines. This software has several capabilities, such as document review, case outlines and full-text search. CaseFleet also has filtering, software security and transcript management.

9. Zola Suite

Zola Suite is a legal practice management software that incorporates case management features to help improve companies' workflows. This program includes functions that enhance contact, email and document management. Zola Suite also has trust accounting, calendar software and repetitive task automation.

10. Legal Files

Legal Files offers case and office management capabilities, such as task automation, management dashboards and collaboration tools. This platform provides users with timekeeping, calendars, reminders and file security. Legal Files also allows firms to communicate with clients through email management and phone messaging.

11. CaseFox

CaseFox is a legal billing software that helps users enhance their law practice by organizing case information. This program has a customizable dashboard to fit the needs of each law firm. Some of its features include invoicing and payments, document management and control user access.

12. SmartAdvocate

SmartAdvocate is a legal case management program aimed toward personal injury and mass tort litigation practice. This platform focuses on contact, document and intake management to help firms oversee and organize their cases. SmartAdvocate has texting integrations, automated workflows and reporting functions.

13. Sumac

Sumac is a nonprofit case management software that helps firms track and organize client and case information. Along with case management, this program allows users to manage fundraising and campaigns. Some of Sumac's capabilities are outcome-based reporting, program customization options and client data access.

14. Filevine

Filevine provides users with several case management functions to improve their organization and productivity. This application incorporates case, work, process and client management capabilities. Filevine includes cloud-based storage, app integrations, custom reports and calendar software.

Related: What Does a Case Manager Do? (Plus 15 Types of Jobs)

15. CosmoLex

CosmoLex is a legal practice management program that provides services for small to large law firms. This software offers legal billing, timekeeping, legal accounting and document management functions. CosmoLex also has mobile options, dashboard management and legal calendars.

16. Rocket Matter

Rocket Matter is a case management software program that helps law firms improve their client services. This is a cloud-based application that offers services for solo practices, small and medium to large-sized firms. Some capabilities that Rocket Matter has includes legal billing, calendar management and app integrations.

Please note that none of the companies mentioned in this article are affiliated with Indeed.

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