Best Legal Case Management Software for Salesforce

The Orion Practice Management System places essential information directly on your desktop, consolidating everything necessary for your firm, including Case Management, Docket, Calendar, Emails, Contacts, Communications, Financial Statistics, and Client Documents. For the first time, this system allows law firms to transition seamlessly from an overarching perspective to intricate details with remarkable efficiency and ease, all in real-time and on-demand. By handling the data-gathering process, the Orion Practice Management System empowers you to swiftly assess the firm's health and operational status at any moment. Designed with adaptability in mind, Orion's Practice Management module allows each user to customize her profile(s) and save preferences, ensuring a personalized experience upon each login. This customization extends to selecting which columns to display, determining sorting order—ascending or descending—and adjusting the layout of various sections on the screen. Ultimately, this level of personalization enhances productivity and ensures that every user can work in a way that suits their individual needs.

monday.com Work OS is a no-code work management platform that helps teams manage projects and workflows more efficiently. This software provides fully customizable solutions for a wide range of use-cases such as marketing, sales, operations, IT, HR, and many more. With monday.com you can easily plan, manage, and track every project in one place, with the help of time-saving and easy-to-use features such as automations, time tracking, document sharing, real-time collaboration, and more. Multiple visual board views such as Gantt, Kanban, and Cards help you prioritize, structure, and navigate tasks and projects the way that suits you and your team’s needs, while dashboards give a high-level overview of your progress and help you make data-driven decisions. In addition, integrations with apps such as Outlook, Microsoft Teams, Gmail, and Excel, allow you to easily continue working with your favorite tools directly within the platform. monday.com also offers dedicated solutions, such as monday dev and monday sales CRM, designed to answer the needs of specific industries.

SmartAdvocate, an award-winning, fully customizable legal case management software with built-in Artificial Intelligence and designed to meet the demands of today's fast-paced, highly competitive, and technologically demanding legal environment. Originally designed by and for personal injury and mass tort law firms, SmartAdvocate is now used by many different practices. SmartAdvocate’s exclusive Internet-based built-in features enable firms to manage and store information, track it, classify it, and communicate in a way they have never done before. This ensures that they achieve success. SmartAdvocate can be customized to suit the needs of firms with 150+ integration partners. These include integrations such as eSignature, accounting, texting and medical records retrieval. This revolutionary software will increase the efficiency and profitability of your practice. SmartAdvocate is a smarter way to manage your cases and your firm.

AbacusLaw recognizes the ongoing and dynamic shifts in the legal and accounting fields, presenting challenges for firms striving to operate effectively. To address this, they have developed the largest Technology-as-a-Service (TaaS) solution tailored for the professional services industry, empowering legal and accounting professionals to achieve optimal success and tranquility. This comprehensive platform offers a user-friendly experience, designed to facilitate a secure, cloud-based practice while remaining budget-friendly. Their all-inclusive solution encompasses hardware, software, and infrastructure available on a pay-as-you-go basis, featuring Practice Management, Client Resource Management (CRM), Payment Processing, Email, Desktop-as-a-Service, and Managed IT services. By integrating these essential tools, AbacusLaw ensures that firms can focus on delivering exceptional services to their clients without the burden of complex technology management.

Docketwise integrates multilingual questionnaires, a powerful case management system, and the first customer relationship management (CRM) tool tailored specifically for immigration attorneys. This innovative platform reimagines the client intake process entirely, offering a sleek and collaborative interface that not only saves you valuable time but also enhances your clients' experience. Tailored for practitioners in family, humanitarian, or business immigration law, our extensive library of forms is designed to meet your needs. You can effortlessly combine multiple immigration forms into one cohesive intake questionnaire for your clients to fill out. Once completed, you have the option to review and download the entire set or individual forms as needed. Additionally, you can translate these questionnaires into various languages including Spanish, French, Portuguese, Russian, Arabic, Hindi, Chinese, and more. This flexibility allows you to send questionnaires via email or text message, enabling clients to complete them conveniently on their phones or computers. Furthermore, you can monitor the progress of each invitation, tracking its status from "Sent" to "Submitted for review," ensuring a streamlined workflow throughout the process. This comprehensive tool is designed to enhance efficiency and client satisfaction in immigration law practices.

Knowliah leads the way in providing cutting-edge AI-driven software solutions for Enterprise Legal Management (ELM). Our innovative platform assists legal departments of all sizes in efficiently capturing, organizing, and delivering crucial information. We offer a modular system designed to streamline key legal processes such as Contract Lifecycle Management (CLM), Matter & Spend Management, Litigation Management, Entity Management, and Third Party Risk & Compliance Management. Our platform also features advanced analysis and reporting capabilities, empowering businesses to identify potential opportunities and risks. With Knowliah, you can optimize your legal operations and stay ahead in the ever-changing legal landscape. Our intuitive interface can be tailored to meet your specific needs, and our robust security and privacy features provide peace of mind. No matter if you're a small business or a large corporation, Knowliah's ELM & CLM solutions enable you to showcase the value of your business. Furthermore, our solutions have received recognition from industry leaders Gartner and Forrester in their latest reports.

Amicus Attorney serves as a comprehensive Practice Management software designed to enable legal practitioners to unify all essential aspects of their work into a single, user-friendly platform. Its dashboard provides a range of customizable tools for overseeing Billing & Invoicing, Calendar, Case & Client History, Cases & Client Data, and even includes an in-app Email feature that supports integration with other applications. Additionally, this software enhances efficiency by streamlining various tasks, allowing professionals to focus more on their clients and less on administrative duties.

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.

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.

The entire justice ecosystem has been revolutionized thanks to the innovations brought by Matrix. Our comprehensive system enhances the justice process, enabling our clients to achieve peak efficiency and effectiveness. The core strength of the Matrix platform lies in its capacity to unify law enforcement agencies, prosecutors, courts, and defense attorneys into a single, cohesive system. With our software, we offer efficient solutions that link the whole justice community, equipping it with the vital information needed to automate intelligent workflows and expedite legal proceedings, all while minimizing office errors and reducing waste. The Matrix Suite, along with its web solutions, has automated crucial steps such as the electronic submission of cases by police, the processing of those cases by prosecutors, the distribution of discovery to defense attorneys, and the filing of cases with the courts. By integrating these solutions with our expert legal and engineering services, we ensure a substantial return on investment for our clients. Overall, Matrix not only enhances individual operations but also fosters collaboration across the entire legal system.