Legal case management software for small and large firms

Legal case management software is designed to help law firms and lawyers in managing their cases that include client records, appointments and schedules, deadlines, bookkeeping and billing, documents, and computer files. It facilitates compliance with requirements and policies as laid down by the legal and judicial authorities. The business aspect of a legal professional is taught in law schools. The primary objective of this software is helping the legal practitioners and law firms to run their businesses smoothly.

The software has features including case management, time tracking, docket and contact management, scheduling and calendar, client communication, and others. It uses the technologies that are useful for a modern law firm that includes desktop notes, word processing, disk encryption, email management, password security, and CRM systems. It enhances efficiency and also improves the marketing of a law firm for accumulating more and more clients. This one aspect makes a legal firm highly innovative.

Legal case management software

Functions of the software

Case management software or matter management software offers standard tools for attorneys to oversee their jobs. The firms use the tools as databases for ongoing, past, and future clients and cases. It includes document assembly for case details, time tracking, notes on the opposite party, and other information related to a case. This software integrates with various tools to gain relevant case information and comes in a package with legal billing software for tracking man-hours and for processing fees from the clients. In order to qualify to get included in the category of legal case management, it should perform the following functions:

  • Assist the law firms with storing, entering, and finding client and case information
  • Providing workflow tools and time tracking to help lawyers via a case lifecycle.

The latest trends

The legal industry is increasingly using cloud-based software solutions. It is witnessing a rise in the cloud-based solutions and this shall continue. Transition to cloud-based software brings in a lot of advantages such as instant disaster recovery, enhanced security, and remote access. Migrating to the cloud-based system is mandatory for a law firm operating in the legal world. Artificial intelligence is rising and this rise is more than a buzzword when the matter involves legal case management. This technology is making waves in machine learning technology and eDiscovery category. AI can aid law practices in improving their efficiency with daily functions and can simplify the tasks that needed complicated human analysis.