3 Best Legal Case Management Software with Buyers Guide

Freshsales

Sales CRM software Highly intuitive UI  Powerful AI-based lead scoring Visual deal pipeline Intelligent workflow automations Hassle-free package. Trusted by 15,000+ businesses from 80+ countries

ServeManager

Designed for law firms Most-used Process servers Cloud-based solution Streamlined Invoicing Email notifications CRM Job routing Generate affidavits Manage billing Payments to servers Update jobs from the field Client portal 

CaseFox

Cloud based Easy to use Multi-user Designed for Attorneys CPAs Professionals Practice management Billing Invoicing Trust fund management Client management Tracking billable time Expenses Payments

Legal Case Management Software

Legal case management software permits lawyers, paralegals, and law professionals in managing their daily operations. The tool offers to process and helps in storing data related to cases and clients. It helps in improving collaboration of law firms and the clients.

Advantages of Legal Case Management Software

Well-organized calendar: Legal case management software provides professionals with scheduling and tracking court dates, meetings, and deadlines. It provides for the setting of reminders and alerts.

Data security: The software offers law firms to secure client and case information. With built-in security measures like secure login, auto-backup, user authentication, and data encryption. Through these features a law firm can safeguard the data against unauthorized and illegal access and cyber attacks.

Automated billing: A client can track every billable hour and expense to accurately charge which is time-consuming. Legal case management software helps in defining billable events and bill clients automatically based on the time spent on every given task.

Have a Competitive Edge : You will be able to set apart yourself from others by making processes fast and streamlined by incorporating the use of technology into legal processes.

Surpass Client Expectations : Every client gets instant solutions, and services. This is possible only when a software in use gives a single platform to meet every need of the client in an timely and efficient manner.

Data Security : Law firms handling data manually sometime are at risk of losing the data as a whole. But it does not happen in the case with legal software as the given information is stored securely in an electronic format that cannot be lost, especially as it is stored in cloud storage.

Effortless Information Sharing : You can easily share the information amongst team members and clients since everything is stored at a single platform with legal software.

Save Money, Time, and Effort Training New Employees : Legal practice software is structured in such a way that even a layman can understand the nuances of the law, client handling, case proceedings, as training new employees demands a lot from law firm owners and employees.

Motivates Team Collaboration : As it is difficult to collaborate team members with each other owing to mismanaged data and information sharing. Legal software offers a single platform for working on everything, leading to collaboration and unity amongst the team members.

Better File Organizing and Deadlines’ Meeting :  We are able to organize files in an effective and efficient way, by gaining access to necessary information easily, meeting deadlines on time eventually with a legal case management system.

Direct Communication : Through a single platform for clients and team members, it becomes and paves the way for direct communication. It helps in sorting things in a proficient and timely manner.

Document Retrieval : Retrieving documents can be tough while it has a manual data management approach, for never getting the case with law firm software as everything is stored and arranged digitally, helping to get an easy document-search option.

Work Remotely : Legal software is all about files storing in an electronic manner and gaining access to them from anywhere and work remotely, removing all hindrances in the path to work and succeed.

Features of Legal Case Management Software

Case notes: Creating, accessing, and tracking notes on case activities and updates.

Client management: Documenting and managing interactions with clients.

Document management: Collecting, uploading, and storing all client-specific and case-related documents at a central location.

Expense tracking: Maintaining detailed logs of expenses incurred on tasks related to specific cases or clients.

Billing and invoicing: Capturing billable hours for every task and resource, using and generating invoices by accounting for additional expenses on a case or client.

Calendar management: Organizing and managing appointments with clients.

Task management: Tracking daily actionables and follow-ups, and checking their status for completion.

Client portal: Providing a self-service portal for clients for accessing the data and engaging with the firm.

Time tracking: Measuring, tracking, and recording time spent on every task and various activities for calculating billable hours.

Price of Legal Case Management Software

Most legal case management software products are priced on a per user, per month basis and can be divided into three pricing tiers based on their starting price. A premium product, is priced higher and has additional features like document automation, email management, custom integrations, and software training and support.

Considerations while Buying Legal Case Management Software

Integrations with existing systems: Legal professionals need complete visibility into the cases, including accessing all case files and conversations with clients. Investing in a solution can help in integrating with the existing business applications and tools like central database, email application, active directory, customer relationship management (CRM) software and Billing & accounting.

Mobile accessibility: Mobility is becoming increasingly important for each profession. The capability provides the flexibility to retrieve case or client data, submit forms, e-sign documents, and contact staff and clients on the go to legal professionals. Choosing a product that provides a native mobile app or accessibility on mobile browsers will help in avoiding and missing out on the above stated advantages.

Deployment options: Legal case management systems has a variety of configurations and options. While looking for lower upfront investment and scalability, try to opt for a cloud-based system. And if you wish to have a full control over the server & data and are ready to make the much needed upfront IT investment, go for an on-premise solution.

Legal Case Management Software Trend

Artificial intelligence (AI) becoming legal spaces: While thinking about AI, legal procedures might seem like an unlikely venture. But, the technology is making an important in roads into the legal procedure and space. Software is using cases including automating contract reviews, risk management and data and evidence discovery for cases.

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