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Description
Case UI is a solution for legal case management that allows small and mid-sized law firms to streamline their operations in areas such as client management, invoice generation, task assignment and billing. It can also be used to manage clients. It allows users to set up flat fee and hourly billing fees to create invoices, track payments status, and track payment status. Administrators can set access rights to Case UI, allowing employees to modify and update details across cases, tasks, and clients. Staff can identify potential conflicts of interest between clients and cases using the data filtering and search functions.
Managers and leaders can also review the dashboard and generate reports to be informed about the status and due dates. They can also gain insight into the total cases based upon specific practice areas and subareas such as matrimonial and litigation, real estate, assault, defamation and immigration.
Description
We excel in offering innovative solutions such as Online Case Tracking (Portal), Case Management Software, Document Management, and Client Relationship Management/Business Management systems that cater to a diverse array of business sectors. Our clientele includes a wide spectrum of organizations, from large limited liability partnerships to small two-partner firms, as well as government entities and various commercial enterprises, including both large corporations and small to medium-sized enterprises. The platform provides a comprehensive overview of all cases within the system, with selection criteria that enable users to filter and sort results efficiently. Users can easily export their results to Excel with just one click. Accessing a specific case is as simple as a single click, and the workflow can be tailored to align perfectly with your unique needs. We are dedicated to collaborating with you to optimize the efficiencies that can be achieved by utilizing Legis Synergy. Additionally, our robust Document Management system offers the capability to search across all cases or showcase all incoming and outgoing documents for a particular case. Documents can be seamlessly uploaded to the case with a convenient drag-and-drop feature, simplifying the document storage process and enhancing overall productivity. Overall, our aim is to streamline your operations and improve case management efficiency significantly.
API Access
Has API
No
API Access
Has API
No
Integrations
No details available.
Integrations
No details available.
Pricing Details
$25 per user per month (Billed annually)
Cloud:
$25 per user/month (billed annually) or
$34 per user/month (billed monthly)
On-Premise:
$1,499 Perpetual license, unlimited users
Education and Nonprofit pricing available.
$25 per user/month (billed annually) or
$34 per user/month (billed monthly)
On-Premise:
$1,499 Perpetual license, unlimited users
Education and Nonprofit pricing available.
Free Trial
Yes
Free Version
No
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Deployment
Web-Based
Yes
On-Premises
Yes
iPhone App
Yes
iPad App
Yes
Android App
Yes
Windows
Yes
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
No
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
Yes
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
No
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
No
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
No
In Person
No
Vendor Details
Company Name
Case UI
Founded
2020
Country
United States
Website
caseui.com
Vendor Details
Company Name
Legis Solutions
Website
www.legissolutions.co.uk
Product Features
Legal Case Management
Billing Management
Yes
Calendar Management
No
Case Notes
Yes
Client Management
Yes
Communication Tracking
No
Conflict Management
Yes
Corporations
No
Court Management
No
Discovery Management
Yes
Docket Management
No
Document Management
Yes
Expense Tracking
No
Government
No
Law Firms
Yes
Records Management
No
Task Management
Yes
Time Tracking
No
Trust Accounting
No
Product Features
Legal Case Management
Billing Management
No
Calendar Management
Yes
Case Notes
Yes
Client Management
Yes
Communication Tracking
Yes
Conflict Management
Yes
Corporations
Yes
Court Management
Yes
Discovery Management
No
Docket Management
No
Document Management
Yes
Expense Tracking
Yes
Government
Yes
Law Firms
No
Records Management
Yes
Task Management
Yes
Time Tracking
Yes
Trust Accounting
No
