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Description
Modern law offices require effective legal case and practice management software to thrive. To successfully operate a firm, it is essential to find an efficient method for handling an increasing volume of cases. By simplifying case management, you can not only grow your business but also retain your current clients. As your clientele expands, you will never lose sight of vital details again. Automating the association of billable hours with the right clients removes the hassle of time tracking and billing processes. Managing a large influx of paperwork can be overwhelming, especially with time constraints. CaseWizard empowers you to manage up to three times the number of cases while still delivering high-quality service. This software allows you to handle documents that you have created, received, or scanned. Additionally, you can easily sort, filter, and categorize these documents according to specific case requirements. New documents can also be generated using customizable templates, making the process even more efficient. Furthermore, your monthly subscription includes full access to CaseWizard support without any extra costs. This means you can focus on what matters most—providing exceptional legal services to your clients.
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
API Access
Has API
Integrations
No details available.
Integrations
No details available.
Pricing Details
$40 per user per month
Free Trial
Free Version
Pricing Details
No price information available.
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
CaseWizard
Country
United States
Website
www.casewizard.com
Vendor Details
Company Name
Legis Solutions
Website
www.legissolutions.co.uk
Product Features
Legal Case Management
Billing Management
Calendar Management
Case Notes
Client Management
Communication Tracking
Conflict Management
Corporations
Court Management
Discovery Management
Docket Management
Document Management
Expense Tracking
Government
Law Firms
Records Management
Task Management
Time Tracking
Trust Accounting
Product Features
Legal Case Management
Billing Management
Calendar Management
Case Notes
Client Management
Communication Tracking
Conflict Management
Corporations
Court Management
Discovery Management
Docket Management
Document Management
Expense Tracking
Government
Law Firms
Records Management
Task Management
Time Tracking
Trust Accounting