Case Management Software: Definition And 9 Examples

Indeed Editorial Team

Updated 30 September 2022

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Law offices typically handle many cases and clients. Case management software can help you track cases, organise tasks and information and increase productivity and efficiency in the office. If you work in a busy law office and can use help organising cases and other important items, you may benefit from learning about case management programs. In this article, we explain what case management software is and explore in-depth overviews of nine different programs that you can consider using in a law firm.

What Is Case Management Software?

Case management software is software that you can use at a law firm to organise information about court cases. It can help you enter case information, like court case details, forms and documents, into a database. It can also help you store client information, handle billing and payments, schedule appointments with clients and witnesses and manage meetings. It essentially helps you increase office productivity and create a centralised place for court materials. These programs merge information from cases into one large database to help you create streamlined processes for handling materials related to court cases.

Most programs contain features like document management tools and storage for client information. Depending on the type of software you use, you may have access to even more features that can help you streamline certain processes. It is common for case management programs to include the following features:

  • Document assembly and organisation: This feature allows you to upload, sort, store and access all types of legal documentation like interviews, testimonials and evidence. This can help you and your team quickly and easily find important materials.

  • Contact information management: This feature allows you to enter, store and easily access contact information for any party involved in a court case. By having the phone numbers, email addresses and home addresses for anyone involved with a particular case readily accessible, you can easily communicate with clients.

  • Calender and scheduling: With this function, you can review and update your calender with important dates, like court appearances, meetings, interviews and any conferences involved with your cases. This helps you easily coordinate tasks, meetings and activities and keep everyone involved organised and informed.

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9 Case Management Programs To Consider

Learning about different programs can help you decide what program is best for your law firm. It can also help you find new ways to streamline tasks in the workplace to increase overall productivity and efficiency. Here are in-depth overviews of nine different programs you can consider using:

1. Clio Manage

Clio Manage is a web-based legal management software by Clio, a legal technology company. This software is client-focused and has several features like information overviews, document management, electronic billing, repetitive task automation and real-time system updates. You can use Clio Manage on your phone, tablet and computer for easy access to cases wherever you are and whenever you need them. Clio features four different plans with various price points. Clio allows you to choose the program that best meets your law firm's specific software wants and needs.

2. Rocket Matter

Rocket Matter is a cloud-based legal program that law firms can use to manage several functions. This software has several features, including legal billing, app integration, calender and scheduling, contact management and document automation. It also offers some special legal assistance features like legal trust accounting, business intelligence and legal project management. Additionally, Rocket Matter offers its customers access to legal webinars, guides and eBooks, case studies and infographics that can be helpful with various cases. You can choose from a variety of plans based on whether your law firm needs a simple or more advanced management program.

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3. MyCase

MyCase is another software program aimed at simplifying management processes. The software offers several useful productivity tools, like workflow automation, court case analytics, document management and calender and scheduling capabilities. You can also use this software to collaborate on documents in real-time, track the amount of time you spend working on a case and process billing. There are two different plans that you can purchase. You can also add on a variety of features to your base plan according to your law firm's specific wants and needs.

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4. PracticePanther

PracticePanther is an all-in-one legal practice management solution for law firms, paralegals and lawyers. It facilitates file sharing with clients, creating and maintaining calenders, setting appointments and meetings, sending intake forms online and organising contacts and client information. You can also track your billable time, issue and collect billing, manage trusts and operating accounts and create tasks and workflows. Law firms of all sizes can benefit from PracticePanther's case management assistance. PracticePanther offers a free trial to help you decide if it is the right software for you. If it is, you can choose from several pricing plans.

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5. Legal Files

Legal Files specialises in office and case management. It provides you with the tools to automate tasks, keep time and maintain your calender and schedule. It also gives you access to customised management dashboards, collaboration tools, email management assistance, phone messaging capabilities and additional file security. You can choose from cloud-based or on-site programs. Law firms of all sizes use Legal Files to improve productivity and office efficiency. You can choose from a range of packages with different prices.

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6. Sumac

Sumac is a non-profit case and customer relationship management software program. The software includes features for case management, outcome-based reporting, client data storage and access, secure data management and client intake forms. Many small- and medium-sized law firms use Sumac. The software includes calculators, website widget integration and other free programs alongside its primary features. Sumac prices its plans according to what features you would like to have, how many clients you are going to manage with the program and how many people in your law firm are going to use it.

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7. Filevine

Filevine is a legal software program that specialises in increasing productivity, organisation and efficiency. It offers calender and scheduling assistance, document management tools, cloud-based storage, app integration functionality and custom reporting features. You can also use Filevine to run data analytics, create a collaborative dashboard and provide your team with customised workflows. Both small and large law firms can use this software to assist with case management needs. Filevine offers a variety of packages with different features and a range of price points. This allows you to choose the best suit for your firm's needs.

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8. CosmoLex

CosmoLex is a cloud-based legal software program that organises court cases and related information. This software provides legal accounting services, document management tools, timekeeping systems and legal calendering. It can also help with legal billing and dashboard and email management and provide access to a secure client portal. Since it is cloud-based, you can access this platform on your computer, smartphone and tablet. Small and large firms use CosmoLex. Price points vary based on the number of people using it and the special features you select.

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9. Trialworks

Trialworks is a cloud-based case management program that helps private law firms organise their cases. This software includes helpful case management features like document management, calender and scheduling, client contact information management and storage and a messaging feature that provides you with a centralised communication platform. You can also use expense, performance reporting and email tracking tools, document generation and case intake applications. You can use Trialworks on your phone, tablet and computer. Smaller law firms use Trialworks for case management assistance, and pricing varies between packages.

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

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