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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
Key metrics such as assets, both gross and net profit margins, and debt ratios are crucial for decision-makers and managing partners to consider. Additionally, practice leaders are able to monitor key performance indicators (KPIs) related to fee earners, staff utilization, and the performance of various work divisions. The matter management solution offers a comprehensive platform for handling cases, encompassing everything from legal document management to activity tracking, alongside specialized financial accounting tools tailored for law firms. Case documents and precedents transform into valuable knowledge management resources for the legal research team, bolstered by intuitive search capabilities and AI-driven recommendations. Furthermore, implementing legal workflow automation can streamline standard operating procedures (SOPs) across all law firm operations, including KYC, case management, and billing processes. Security features can be tailored to meet the specific needs of different practice departments. Clients can conveniently share documents and invoices through a secure legal client portal, which also allows them to upload case-related documents that lawyers can access as part of the case files. This integrated system not only enhances collaboration but also ensures that all stakeholders have easy access to crucial information throughout the legal process.
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
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
Case UI
Founded
2020
Country
United States
Website
caseui.com
Vendor Details
Company Name
PageLightPrime
Founded
2017
Country
United States
Website
www.pagelightprime.com
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
No
Case Notes
No
Client Management
No
Communication Tracking
No
Conflict Management
No
Corporations
No
Court Management
No
Discovery Management
No
Docket Management
No
Document Management
No
Expense Tracking
No
Government
No
Law Firms
No
Records Management
No
Task Management
No
Time Tracking
No
Trust Accounting
No
Legal Document Management
Access Controls
No
Archiving & Retention
No
Collaboration
No
Contract Management
No
Document Assembly
No
Document Indexing
No
Document Tagging
No
Full Text Search
No
Version Control
No
