Best Legal Case Management Software for Salesforce

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.

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.

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.

AbacusLaw knows that the legal and accounting landscapes are constantly changing, making it difficult for businesses to maintain a healthy operation. Which is why they have created the largest Technology-as-a-Service (TaaS) provider for the professional services sector that helps legal and accounting experts achieve ultimate success and peace of mind through the delivery of full-suite intuitive platform, designed to support a secure and cloud-enabled practice at a cost they can afford. The turnkey solution includes hardware, software, and infrastructure on a pay as you go model; Practice Management, Client Resource Management (CRM), Payment Processing, Email, Desktop-as-a-Service, and Managed IT.

Amicus Attorney is a Practice Management Software that allows legal professionals to consolidate all their practice information into one platform. It features an intuitive interface and a neatly organized interface. The dashboard offers flexible options for users to manage their Billing & Invoicing and Calendar, Case & Client History as well as Cases & Client Data. There is also an in-app Email option that allows third party integration.

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.

This platform is user-friendly and will save your company significant time in the creation of records. Define who is involved in a matter and what their roles are. You can specify the assignee rates for all matters. For certified mail and document delivery services, integrate with Proof, Click2Mail and other providers. There are many moving parts in today's legal system. A poor office workflow can lead to attorneys getting in over their heads. Matterly makes it easy to set up a time tracker, enable the intake process, and implement onboarding instructions. Then you can create and manage cases while assigning tasks to specific people. This can all be done in one place, whether you are at work or on the move. Matterly is a CRM system unlike any other! Users can upload their own templates and merge tags to insert information directly into Matters and Salesforce.

Matrix innovation has transformed the proficiency of the entire justice system. Our integrated system streamlines justice processes, allowing clients to operate at their best efficiency and effectiveness. The Matrix platform's power lies in its ability to integrate law enforcement agencies with prosecutors, courts, and defense attorneys into a single system. Our software offers streamlined solutions that connect all members of the justice community with the information they need to automate smart workflows and speed up legal processes. It also reduces office errors and waste. The Matrix Suite of web applications and web solutions automate the electronic submission of police cases, processing of cases and distribution of discovery to defense lawyers, and filing those cases with the courts. These solutions, when combined with our engineering and professional legal services, provide a significant return.