Web based case management software legal

Have some questions before trying Rocket Matter? Schedule a quick call with one of our practice management experts. Robust legal case management and reporting. Complete Access to Your Firm's Information Imagine having all of your client and matter information in one place—documents, emails, tasks, and billable activity—in an easy-to-use interface. Advanced Reporting and Analytics Quickly build reports of actionable data you can rely on to help build a better practice.

Industry-leading time and billing functionality. Batch Billing and Bulk Editing Complete your monthly billing in no time with batch billing and customizable billing rules. Trust Accounting Made Easy Rocket Matter helps you keep your trust accounts straight in a simple and straightforward way. Tools for serious document professionals. Unlimited Email, PDF, and Word Document Storage Store all the documents you want, organized by matter alongside other case information for convenient access.

Document Assembly Quickly and easily create legal documents and store them within Rocket Matter. Two-Way Document Sharing Send documents to your clients with just a few clicks. Powerful workflow and automation to simplify your life and boost revenue. Legal Project Management Easily create workflows and transition between different phases of a case. Matter Templates Create your own parameters for tasks and events and apply them automatically to whichever cases you select.

Automated Billing Your prebills and invoices can run on schedule. Online invoicing and lightning-fast payments. Alternative Fee Arrangements Set up automated recurring billing, payment plans, and evergreen retainers so your clients have more ways to pay. No Hassle Collections Our integrated electronic billing makes it easy to collect payments from your clients. Access your firm's info and track time and expenses on the go. Lawyers typically use several different types of software to run their firms.

Your chosen legal software suite is the central and most important piece of the tech stack, but lawyers also use accounting software, such as QuickBooks Online or Xero, document software such as Microsoft Word, and an email provider such as Microsoft Outlook or Gmail.

Law firms may also add other tools to enhance the client experience or fulfill needs more closely related to their practice area. For example, an IP firm may use IP docketing software. The Clio App Directory has over integrations to explore, so you can find out how it will integrate with the tools you are currently using. Our software is widely considered to be the leading case management solution with a rating of 4.

Our software is also trusted by over , legal professionals, and approved by over 66 bar associations and law societies worldwide. It is the go-to solution for lawyers thanks to easy integration with tools you are using, billing automation, and improved collaboration, as well as outstanding customer support. This saves you both time and money in the process whilst allowing you to integrate the software into your existing processes.

Cloud solutions tend to be more cost-effective for most firms, with their low monthly pricing models, free support, and free updates. We want to ensure firms of all sizes and requirements can find a solution that meets their needs.

Our software solutions are tailored to your needs and will integrate with all the tools you are using or looking to use. This is because we are passionate about helping you optimize your workflow so you can minimize the time spent dealing with more important tasks relating to case-work.

The following are all crucial features to look for in legal software packages. We have listed all these features below so you know what you are looking for when the time comes to implement a software solution at your practice. Case management: The ability to manage clients and cases and keep all case information organized. This enables you to quickly refer to notes about the case and prepare for court in the most efficient way possible. Task management: The ability to create and assign tasks to different staff and lawyers.

Sophisticated solutions like our legal case software can automate parts of this process when a case is created. Our software suite even allows you to automate the billing process so you can reduce any potential cash flow problems you might encounter. Calendar: Your case management tool needs a full calendar with capabilities to manage your busy schedule, as well as sharing your calendar with colleagues. That way you can avoid possible dreaded meeting room clashes.

Timekeeping: The ability to enter time as you work or after the fact. Case management software with timers helps you capture more billable time while you work. This means you will be able to streamline your billing process and keep on top of all the cases your practice handles.

Email: Your legal case software should integrate with your chosen email provider. This makes it easier for lawyers to file emails to cases and follow-up on any developments. Another email feature you might be interested in is whether your chosen software can create a database of email addresses for each case the lawyers at your practice are currently working on.

Document management: Can you use it to organize and store documents, and collaborate on them? Does it integrate with GSuite or your Microsoft Office package?

These are questions that need answering so you can fully integrate your chosen software solution into your workflow. Document automation: Many case management softwares allow you to use templates to automatically create new documents, saving lawyers valuable time. Accounting: Your legal case software may not have a full accounting solution, but you should be able to reconcile accounts and view balances and transactions. You can also use the software to set up invoice reminders and automate the collections process.

Therefore, this reduces the time you spend chasing up invoices, asking lawyers to send out invoices or getting invoices validated. Law Practice. Legal Services. Legislative Office. Logistics and Supply Chain. Management Consulting.

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A to Z : Sorts listings by product name from A to Z. Average Rating. Alphabetically A-Z. Reset Show Results. Showing 1 - 20 of products. Clio Clio is a web-based legal practice management system designed to meet the needs of small to mid-sized law firms.

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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. PracticePanther Legal Software PracticePanther Legal Software is a legal management solution for small to large practices specializing in areas including bankruptcy, personal injury, family, divorce, estate planning, litigation, criminal law and many more.