Best Legal Case Management Software of 2025 - Page 6

Custodian oversees and safeguards your case and email data in Microsoft 365 by enhancing SharePoint's functionality to facilitate efficient case management. It offers secure and user-friendly tools for managing cases directly within Microsoft 365, which are conveniently accessible through Microsoft Outlook. Users have the ability to utilize SharePoint sites and lists for the storage of case-related content. Each case type can be easily and consistently structured with metadata, workflows, and policies. Additionally, it allows the creation of case templates tailored for various case types, providing essential frameworks for new cases. The flexibility of these templates, combined with the straightforward provisioning of cases and the capacity to display case documents in Outlook via a robust client, empowers organizations to adopt custodian for seamless SharePoint case management that users find intuitive and beneficial. This streamlined approach not only enhances productivity but also fosters a culture of effective case handling within the organization.

Legodesk is a cloud-based, comprehensive legal management software that automates the legal profession of individual lawyers and small law firms. Legodesk allows lawyers and law firms to easily move to the digital age and work from anywhere at any given time. Legodesk is a cloud-based software solution that allows law firms to manage various tasks such as client intake, contact management and calendaring. It also handles document management, timekeeping and billing. This platform allows lawyers to manage and track clients, cases, assign and track tasks and connect with clients and employees via integrated messaging. They can also perform legal research, store unlimited files and generate unlimited documents.

Matterly offers a user-friendly solution designed to save your firm a considerable amount of time when generating essential records. It allows you to define the individuals from your organization associated with a case and outline their respective roles. You can specify assignee rates for all cases and seamlessly integrate with services like Proof and Click2Mail for certified mailing and document delivery. In the contemporary legal landscape, the complexity has increased significantly, leading many attorneys to struggle with flawed office workflows. With Matterly, you can swiftly set up a time tracker, enable an intake process, implement onboarding instructions, and manage cases while delegating specific tasks to designated team members. This entire process can be efficiently monitored both in the office and remotely! Matterly stands out as an unparalleled CRM system, enabling users to upload custom templates with merge tags that facilitate the direct insertion of information from Matters and their associated records in Salesforce, enhancing overall productivity and organization. As a result, legal professionals can focus more on their cases and less on administrative hurdles.

Discover the ease of responding promptly, regardless of your location, through a tailored dashboard. This allows you to effortlessly review all necessary information, ensuring that nothing escapes your attention. Say goodbye to the hassle of searching through emails, texts, or voicemails. Taking action has never been simpler, as it now requires just a click or a tap. You have the ability to connect directly with your attorney and legal team whenever needed, as well as reach out to providers and medical establishments. Moreover, you can conveniently sign legal documents from your mobile device, update your personal details, and add or review notes related to your cases. With these features, managing your case becomes the most straightforward and secure method, allowing you to stay informed and in control from anywhere. Embrace the convenience of mobile access to ensure you never miss a critical update again!

MyLegalSoftware is a cloud-based solution for legal case management that aims to enhance the efficiency of law firms in handling their cases. It includes a variety of features such as task organization, document handling, time tracking, and tools for communicating with clients, all presented in a user-friendly and customizable format to suit the unique requirements of different firms. Additionally, its compatibility with widely-used applications like QuickBooks and Microsoft Office adds to its appeal for legal professionals. The combination of its cost-effectiveness and outstanding customer support has established it as a favored choice, especially among smaller and mid-sized law firms. Moreover, its flexible features encourage firms to optimize their workflows and improve overall productivity.

Backdocket is designed to use best practices in case management, so you won't have to reinvent the wheel. Backdocket adds business analytics into your case management so you can see the factors that make your firm successful. Backdocket allows you to customize and evolve your firm based on the information. Backdocket provides you with tried and tested processes, but you can customize them to suit your needs. Backdocket allows you to collect, track and act on the data that is essential to your business. You can create fields and place them wherever you want. Then, run reports in minutes without any programming knowledge. We have worked with many firms and know what works. The backdocket team is available to answer any questions you may have about configuration or best practices.

eCMS stands out as the preferred modern practice software among legal experts, including attorneys and paralegals, serving both litigation and transactional sectors. Our highly responsive, automation-driven platform delivers user-friendly features that enhance productivity in areas such as case management, practice management and billing, document management, customer relationship management (CRM), integrations, and beyond. Legal professionals from various practice areas and organization types, along with government entities, utilize eCMS for its comprehensive capabilities. Personal injury attorneys particularly appreciate eCMS for its tailored features, which include specialized processes, automated workflows, and a top-tier secure healthcare provider portal that ensures HIPAA-compliant, efficient collaboration with healthcare professionals regarding case details, medical records, and communications. Additionally, eCMS incorporates immigration-specific forms and workflows, making it an invaluable asset for practitioners in that field. This versatility and focus on automation make eCMS a top choice for legal professionals aiming to streamline their practice effectively.

MasterFile enables a comprehensive examination of documents, facts, and witnesses associated with the case timeline, allowing users to discover precise details of events, statements, and the essential evidence necessary to substantiate each fact. By utilizing case timelines and dynamic chronologies, it reveals the sequence of occurrences and the context behind each utterance. You can efficiently monitor, organize, and collaborate on case-related evidence, filings, preparation for depositions, transcripts, and beyond. This streamlined and intelligent legal filing system is tailored for both intricate cases and those with multiple parties involved. As you review, you can extract evidence and connect significant facts, key excerpts, and testimonies to the case chronology. MasterFile’s real-time issue outline assists you in crafting your questioning strategy based on your findings, annotations, and comments. With all your information centralized, maintaining organization and understanding your case's evolution becomes effortless. Additionally, MasterFile offers distinctive analytical perspectives to dissect and analyze all relevant case data, including documents, transcripts, facts, and notes, ensuring that you have a comprehensive understanding of the case at hand. This multifaceted approach not only enhances the efficiency of legal proceedings but also empowers users to make informed decisions throughout the litigation process.

Many legal firms operate with a chaotic mix of spreadsheets and various supporting materials scattered across emails, printed documents, or shared drives. PartUs consolidates this information into a structured, easily shareable format. It allows for the rapid creation of standard family law worksheets, such as property division, significantly reducing the time spent on these tasks. You also have the option to invite accountants or other experts to assist in drafting or reviewing the worksheets, all within a unified platform. Additionally, PartUs enables you to electronically link documents directly to specific line items in a worksheet, streamlining the process. To enhance collaboration, clients can also be invited to upload their documents, making it even more efficient. With just a single click, you can share any necessary information, and the opposing counsel will receive access to the worksheet along with a neatly organized compilation of the supporting documents for download. This seamless integration of features not only simplifies the workflow but also fosters better communication among all parties involved.

Lexagle stands out as the premier platform for managing contract lifecycles globally, gaining the trust of enterprises, financial institutions, and governmental organizations for comprehensive digital transformation of contracts. With cutting-edge automation, analytics powered by artificial intelligence, and support for multiple languages, Lexagle enhances the processes of contract creation, negotiation, approval, and eSignature. Its secure, cloud-based system ensures full compliance, audit trails, and efficient document management across various business sectors, including legal, procurement, HR, sales, and finance. Lexagle equips teams with user-friendly collaboration features, adaptable workflows, and legally compliant template libraries, resulting in quicker contract processing, mitigated risks, and significant business outcomes. Recognized by Forbes Asia as a leader in legal technology innovation, Lexagle is designed for global adaptability, harmonization across jurisdictions, and the implementation of advanced contract intelligence capabilities. This commitment to innovation not only streamlines operations but also positions organizations for sustained growth in a competitive market.

Captorra stands out as a leading software solution for case intake and lead conversion tailored specifically for law firms that focus on areas like mass tort, personal injury, bankruptcy, criminal defense, and immigration. It is uniquely crafted to streamline the case intake and lead management processes, enabling firms to effectively transform potential leads into active cases. This innovative cloud-based platform provides an array of robust features aimed at enhancing lead conversion and facilitating client sign-ups, which include process automation, customizable intake scripts, eSignature functionalities, referral tracking, management of physical signup documents, marketing analytics, email marketing capabilities, and comprehensive reporting tools. With Captorra, law firms can significantly improve their operational efficiency and increase their client conversion rates.

Probate Plus is a robust and adaptable software solution for probate accounting and management, created by professionals in the field for their peers since 1992. This software has been meticulously crafted to aid probate specialists in the everyday management of estates, ensuring that each probate case is handled with precision and profitability. With its constantly updated auto-balancing feature, Probate Plus offers a real-time overview of the estate while generating accounts and cash balances during the administration process. This all-inclusive tool is tailored to handle, organize, assign, and report on all information inputted by the user. Time and again, Probate Plus demonstrates its ability to eliminate hours of non-billable work that often arises from the complexities of various probate issues. Users benefit from always-current balances, and the reconciliation process with the firm’s accounting system is both swift and straightforward. The software operates on a pay-per-probate model, eliminating the need for hefty initial investments or recurring annual charges. Ultimately, Probate Plus empowers practitioners to streamline their workflow and enhance their efficiency in managing estates.

Practice Management Solution for Law Firms Better Technology. Better Law Practice NuLaw helps you run your practice more efficiently. It leverages the best-in-class Law Firm Practice suite to increase profitability. NuLaw is available to all law firms, regardless of size.

Boost the effectiveness, clarity, and responsibility within judicial systems and criminal justice institutions. Guarantee that all individuals in your community have equitable access to legal resources. Optimize workflows in case management to enhance the investigative process, encompassing everything from crime reports to the processing of evidence and analysis of intelligence. Conduct precise investigations in a shorter timeframe and with reduced effort. Maintain oversight of the entire prosecution process, from the pretrial phase to trial proceedings and sentencing outcomes. Concentrate on essential tasks and manage your caseload adeptly while minimizing redundant paperwork and curbing delays in case processing. Unify all court systems under a single technological framework, enabling the management of cases from their inception through to post-disposition stages. Alleviate case backlogs, hasten the resolution of cases, and enhance the adjudication process while ensuring that public services remain accessible. Address potential risks by overseeing all inmate-related data and operations within one cohesive system. Collaborate effectively with prisons, community correctional facilities, courts, and other relevant agencies to bolster public safety initiatives. This comprehensive approach not only improves overall efficiency but also fosters a more integrated justice system for the benefit of society as a whole.

At the core of any successful business lies the client. Exceptional Legal Business Management Software streamlines and automates operations, enabling you to focus on what truly matters—your clients' needs. With access to our team of seasoned professionals, you can explore how Linetime equips you to oversee your business effectively without getting bogged down by the software itself. Our specialized software is thoughtfully crafted to provide the flexibility and customization your business requires. Furthermore, we firmly believe that the quality of service accompanying your software is equally crucial. This belief fuels our EvolveCommunity platform, which is dedicated to enhancing user skills and knowledge. We measure our success by our clients' satisfaction, and that is why we strive to ensure our software delivers tangible and quantifiable benefits. Ultimately, our mission is to empower your business to thrive while keeping client satisfaction at the forefront.

Litify is the end-to-end legal operating platform designed to break down silos both within your legal team and between you and your clients. Our industry-leading platform includes customizable matter plans and intake questionnaires, a full suite of timekeeping and billing products, and native document management — all configurable in a user-friendly, no-code environment. Our platform is built on Salesforce, one of the most secure solutions in the world.

Tailored for the modern attorney's hectic schedule, BlueStylus Automated PACER offers essential features to enhance productivity and profitability both in the office and while on the move. The BlueStylus for Professional Services platform provides highly secure online document storage and management, facilitates collaboration both internally and externally, and includes time and billing capabilities, ensuring you remain organized in today’s fast-paced work environment. Prepare to dive into this web-based software, where you will discover just how straightforward it is to prepare, file, and manage Chapter 7, 13, and Chapter 11 Subchapter 5 bankruptcies. With an intuitive workflow that aligns with your professional habits, you'll quickly realize how effortless it is to navigate the interface and fill out your bankruptcy forms, significantly reducing the time and energy required. By utilizing BlueStylus, you can optimize your practice and focus on providing exceptional legal services.

A user-friendly software solution designed to help transition to a paperless environment by digitizing court cases efficiently generates daily cause lists, provides updates to attorneys and their clients, and proactively alerts them about upcoming hearings via SMS and email. Additionally, its mobile applications for both Android and iOS ensure that lawyers can easily manage their cases and stay connected with their clients while on the go, improving their overall productivity and responsiveness.

Sharedo serves as an advanced legal case management system that empowers attorneys to achieve exceptional outcomes. By streamlining numerous daily tasks, it frees up valuable time, allowing you to concentrate on providing optimal results for your clients. The intelligence that powers Sharedo is anything but artificial. Utilizing our unique P3 engine, we assist you in uncovering innovative methods to enhance your services, elevate your team's efficiency, and increase your organization's profitability. Customized to meet the precise needs of your organization, Sharedo is designed to align seamlessly with your preferred working style, enabling you to leverage its remarkable features for outstanding results. You gain full autonomy over how you structure and deliver your services to clients. As a comprehensive strategic platform tailored for entire law firms, Sharedo accommodates the distinct processes, data, and integration requirements of each practice group, ensuring that every facet of your operations is optimized for success. In this way, Sharedo not only transforms legal practice management but also fundamentally enhances the client experience.

Systematize and monitor essential matter information while ensuring that it is accessible from a centralized hub. Facilitate the availability of matter and contact details for documents and enable the transmission of matter schedule updates to Outlook. MatterLink stands out as a comprehensive and adaptable solution for matter management. As an integral part of the BEC CoreRelate Suite, MatterLink is fully integrated with Docket Enterprise, Schedule Express, LegalBar, and Assemble-It. Tailored to function as a client and matter database within Microsoft Office, MatterLink grants immediate and convenient access to vital matter information precisely when users require it, particularly during their use of Microsoft Word and Outlook. By streamlining the organization and centralization of matter information, MatterLink enhances efficiency. Furthermore, with its user-friendly data entry features, MatterLink also provides exceptional integration capabilities and import tools, allowing for the straightforward transfer of existing matter data from platforms such as Word, Outlook, Excel, Billing, or manual systems directly into MatterLink. This functionality not only saves time but also improves the accuracy of data management across the board.

Streamline the management of extensive legal operations with a unified system for tracking cases and claims. Keep tabs on your progress remotely and access the status of any legal matter at your convenience. This approach allows for a significant reduction in expenses associated with repetitive and trivial tasks, while also enabling swift identification of vulnerabilities and responses to emerging challenges. You can generate comprehensive reports covering all aspects of your litigation. BlueVault is specifically crafted to facilitate collaboration among individuals and teams, regardless of their geographical locations, whether they're part of remote offices or working from home. Enjoy hassle-free usage without the need for hardware installations, security measures, or patch management, as BlueVault takes care of all these aspects, allowing you to concentrate on effectively managing your litigation processes. Additionally, customers utilizing Microsoft Azure can now benefit from the convenience of Single Sign-On functionality. This integration not only enhances user experience but also streamlines access to essential services.

Everlaw simplifies complex legal work for law firms, corporations, state, local, and federal agencies. Collaboration has never been easier. On one secure cloud platform, you can review documents, create case outlines, edit together, and even analyze transcripts. Don't let data consume you. Everlaw's advanced technology, which includes lightning-fast uploads, document review, and rapid searches, is powerful and easy to use. We are committed to our clients' success. We are committed to our clients' success, which is why we offer special features, onboarding and support at no additional cost. Everlaw security is available to all types of organizations and cases. Our security and compliance program includes data privacy, rigorous testing and granular permissions. Secure sharing and communication are all possible for our clients.

Access user-friendly, real-time interactive practice management information effortlessly. Efficiently gather, store, and oversee all data related to your legal cases. Conduct thorough accounting without the need for specialized personnel, software, or an accounting qualification. Rapidly generate tailored documents, forms, or contracts that come pre-filled with client information. Seamlessly track legal practice expenses and make them instantly available for invoicing. Effectively manage and log time related to billable events at any stage. Enhance your law firm's productivity while elevating the quality of customer service. Provide your team with mobile access to essential information, time-management resources, client data, and more. Minimize operational costs when collaborating with clients and boost their overall experience. Offer clients a branded portal with mobile accessibility, secure messaging, a conveyancing application, and additional features to streamline communication and interaction. This holistic approach not only improves efficiency but also strengthens client relationships and satisfaction.

TeamConnect is a powerful and customizable platform that enables legal teams to manage matters efficiently, reduce risk, and optimize workflows. With features like document management, task automation, reporting, and analytics, TeamConnect empowers legal departments to make data-driven decisions, improve collaboration, and maintain compliance. The platform seamlessly integrates with existing systems, ensuring smooth adoption and enhanced productivity. From managing legal spend to tracking external counsel performance, TeamConnect simplifies every aspect of matter management, helping legal teams work smarter and deliver more value to their organization.

Remote supervision is essential for client engagement in today's crisis environment. Client case managers can communicate with clients securely and safely from anywhere with cFive Catalyst. Catalyst offers four essential supervision services that increase communication, engage clients and monitor compliance. Catalyst is unlike any other product on market. It uses proven behavior change techniques such as positive reinforcement, personalization, and the ability to connect with a client's support system. Catalyst securely allows remote supervision which supports compliance and reduces the need for in-person interaction with the case manager.