Alternatives to CaseWizard

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.

Thousands of successful practices run on Assembly solutions – and have for decades. Now, we’re matching a generation of experience with next-gen cloud technology. Assembly Neos is a powerful, work-from-anywhere platform built to optimize tasks and communications, generate caseload insights, and boost firm profitability like never before. With Assembly Neos you gain access to: a live activity feed, real-time dashboards, automated reports, world-class support and much more. Leverage rich document management and work with staff together on documents to save time and gain efficiency. Access templates for dozens of case types and customizable case libraries. With Neos you can win more cases with less work. Now available - Intake Pro! - Automatically process incoming leads from call-ins or web sources, and send notifications to clients - Generate and send a retainer, referral, or rejection letter with the click of a button - Generate reports that track marketing campaigns and provide insight into ROI and pipeline activities - Schedule automated emails, send SMS messages, and keep leads warm

Smokeball is your partner to drive your law firm into the future. As the industry’s leading cloud-based legal practice management software, Smokeball empowers you to run your firm specific to your area of law. Our platform gives you all the insights and tools you need to work smarter, not harder: automatic time tracking and invoicing, streamlined workflows for your specific practice area, a library of over 20,000 standard legal forms and documents, and actionable reports that summarize your firm’s activities and highlight areas of opportunity. Learn how to Run Your Best Firm at smokeball.com.

CoCounselor, a cloud-based legal practice management system software, was specifically designed to meet the needs and requirements of plaintiff's attorneys. CoCounselor allows you and your team to work faster, save time, and grow your firm. The top features include case management, instant document generation, medical billing, case expenses, reporting and dashboards as well as custom workflows and automation. Task and activity tracking are also included.

GrowPath, a cloud-based software for managing law practice management, is available. It combines client intake, case management, document management, business analytics, and document management into one platform. GrowPath assists law firms to process matters in a scalable and efficient manner to maximize revenue and increase opportunities. GrowPath was launched in 2017 as a SaaS offering. GrowPath was developed by the Law Offices of James Scott Farrin. They are one of the most prominent plaintiffs' firms in Southeast. GrowPath was built, upgraded and leveraged by the Farrin company for financial and logistical success. GrowPath has 18 patents relating to its legal technology. These include an automated lead scoring tool that helps identify high value intakes. Buzzwords is another popular patent. Buzzwords is a tool that aids staff in the client intake process by providing prompts for possible derivative cases.

Amberlo is a cloud-driven legal practice management solution designed for law firms of varying sizes and diverse practice areas. It simplifies daily tasks like client and case management, document organization, time tracking, specialized billing, and scheduling for yourself and your team, enhancing ease, security, and efficiency in operations. By empowering legal professionals to operate profitably, adapt to changes, and foster sustainable growth, Amberlo ensures that users have seamless access to vital information from anywhere at any time, requiring just a web browser and an internet connection. Moreover, you can start taking advantage of its comprehensive features within a mere 10 minutes! If you aim to deliver enduring value to your clients while maintaining a competitive edge in the market, then Amberlo is the perfect solution for you! With its user-friendly interface and robust capabilities, it can significantly enhance your firm's productivity and client satisfaction.

Mycaseonline.com is an intuitive, web-based document management system that equips your litigation team with the tools needed to effectively manage and secure your case files. Developed by Forensis, this platform enhances your team’s ability to review and search documents, thereby providing a strategic edge against competitors. One of its standout features is the absence of upfront costs; unlike many other document management solutions, Mycaseonline.com eliminates the need for your firm to invest in hardware, installation, licensing, user, maintenance, or training fees. Instead, it operates on a straightforward pricing model that charges a flat fee per case each month based on the storage utilized, allowing you to pass this minimal expense directly to your clients. Additionally, there are no extra charges for adding an unlimited number of users, facilitating seamless collaboration among clients, expert witnesses, investigators, co-counsel, and opposing counsel without incurring further costs. This comprehensive approach makes Mycaseonline.com an exceptional choice for law firms aiming to optimize their document management processes.

Enhance your productivity and increase your bottom line with our secure, cost-effective, and highly adaptable Case Management Software. Effortlessly manage intricate legal cases from any location at any time with ease and intelligence. Legal Workspace stands out as the premier cloud-based Legal Case Management Software tailored for law firms and lawyers in the UK, enabling them to handle legal matters with greater efficiency and effectiveness. This user-friendly and customizable system ensures that no advanced technical skills are necessary for operation. Many UK law firms are discovering significant time savings each week thanks to Legal Workspace, allowing them to focus on expanding their practices and improving profitability. With a variety of valuable features such as legal matter management, document handling, key dates tracking, time recording, hourly billing, and disbursement management, Legal Workspace is designed to streamline your law practice’s operations seamlessly. By utilizing this software, legal professionals can optimize their workflow and devote more time to serving their clients and pursuing new opportunities.

Our adaptable technology platform is designed to provide each client with a solution that is uniquely tailored to their needs. defenderData™ offers extensive customization options, allowing your system to function precisely as you envision. To effectively manage security within the application interface, we establish groups that mirror typical roles found in an office environment. This robust case management system, defenderData™, is specifically crafted to manage the high caseloads that are typical in public defender offices nationwide. Appointments and hearings logged in the case file are automatically reflected in the calendars of attorneys and staff involved in the case, ensuring seamless coordination. Additionally, our dD Mobile feature grants access to essential case details, notes, calendars, and documents on the go. You can modify your timesheets, adjust your schedule, and update case notes from virtually anywhere. With the ability to capture images using your mobile device and directly attach them to your case file, staying organized and informed has never been easier. This innovative approach enhances workflow efficiency, empowering legal professionals to focus more on their clients and less on administrative tasks.

Legodesk is a cloud-based, comprehensive legal management software that automates the legal profession of individual lawyers and small law firms. Legodesk allows lawyers and law firms to easily move to the digital age and work from anywhere at any given time. Legodesk is a cloud-based software solution that allows law firms to manage various tasks such as client intake, contact management and calendaring. It also handles document management, timekeeping and billing. This platform allows lawyers to manage and track clients, cases, assign and track tasks and connect with clients and employees via integrated messaging. They can also perform legal research, store unlimited files and generate unlimited documents.

ClientWare offers a comprehensive solution for client and case management, ensuring that law firms can maintain organization and efficiency in areas like case tracking, time management, and billing. Designed to cater to solo practitioners and medium-sized law firms, this world-class software features a unique technology that stores data on local networks instead of the cloud, allowing authorized personnel to access a shared database seamlessly. We are pleased to introduce a new payment processing integration that enables law firms to accept credit card payments directly from their clients' case pages, thanks to our collaboration with National Processing. This allows clients the convenience of paying over the phone or in-person at the office, with balances automatically updated in ClientWare. Originally launched in 1993 as a DOS-based software solution for a single law firm, ClientWare quickly gained traction among local attorneys, establishing itself as a reliable tool in the legal profession. Our commitment to innovation and client satisfaction continues to drive the evolution of ClientWare, making it an indispensable resource for law firms striving for excellence.

Jarvis Legal is an intuitive software solution specifically designed for small to medium-sized law firms, focusing on legal practice and case management. Completely accessible via the web, it empowers legal practitioners to operate their offices efficiently from any location at any time. With its distinctive automation tools and time-tracking functionalities, Jarvis Legal helps attorneys streamline their management of clients, documents, cases, tasks, emails, calendars, billing, accounting, and reporting effortlessly. Additionally, it boasts important features such as collaborative editing, conflict management, and trust accounting, enhancing the overall experience for law firms. This comprehensive approach ensures that legal professionals can concentrate on their core responsibilities without being bogged down by administrative tasks.

Case.one serves as a comprehensive cloud-based case management platform tailored for the legal sector. Whether for solo lawyers, small legal firms, or large corporate legal departments, Case.one simplifies the management of various workflows and operations. The platform boasts a wide array of features, including client management, file organization, billing solutions, document automation, case templates, and additional tools to enhance efficiency. With its user-friendly interface and powerful functionalities, legal professionals can streamline their practices and focus more on their clients.

LEAP streamlines workflows and saves time. It also reduces clerical errors in the production of forms, motions and other case-related documents. LEAP's integrated platform allows for real-time updates across all business areas. Reduce overhead and simplify IT for legal offices. Reduce administrative time and human clerical errors. You can instantly create legal documents and enjoy the benefits of a mobile office. You can work from anywhere and at any time. You can work from anywhere, with or without an Internet connection. Increase productivity by having everything you need for your business in one place. Securely work online with clients and colleagues to collaborate on documents and case files. You can automatically record the time spent on client calls, access documents, clients, and cases with one sign-on to all devices. LEAP allows you to create, store, organize, track, track, and share legal documents. This will allow you to be a paperless law office.

CaseFox is a cloud-based, cloud-based legal billing software and case management software for lawyers, CPAs and consultants. It helps law firms with key features like client, case, document, expense tracking, timekeeping, expense tracking, billing, client intake form, billing and payments, and more. CaseFox is compatible with many top legal softwares including Quickbooks, LawPay, Xero and DropBox.

Is your tech making managing cases and your practice easier? Or is it another demand on your time? It's time to Think Simple. Introducing the next generation of SimpleLaw. One platform to manage your firm from lead intake through to matter resolution. Customizable to your firm, your process, and your individual client needs. We are offering 3-months free. Pricing is simple, too. Everything we build, which includes: Built-in CRM, Matter management, Task management, Calendar management, Document management, An optional Client Portal, Robust custom Reporting, And so much more. All of this and more for $49/user/mo, billed monthly or $39/user/mo, billed annually. It’s time to think different. Think Simple.

Aderant Expert Case is a highly customizable online Case Management system that consolidates various components of your matters and cases into a single accessible platform, making vital information readily available to users. Beyond offering a unified workspace, this solution also streamlines numerous routine tasks, such as generating documents and managing workflows, which enhances efficiency in handling your matters and minimizes the risk of missing critical deadlines for your firm. By automating these processes, Aderant Expert Case allows users to focus more on strategic decision-making rather than getting bogged down in administrative tasks.

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.

Caseload Manager stands out as a premier cloud-based solution for managing caseloads in mediation, ombuds, family, and human services sectors. Our team collaborates with you to customize Caseload Manager, ensuring it aligns perfectly with your specific case and data management requirements. We offer a comprehensive package at a fixed cost, which encompasses consultation, training, ongoing support, and detailed reporting. All essential services are bundled together—training, continuous support, backups, system enhancements, and more—so you have everything you need at your fingertips. Authorized users can conveniently access their case data from any location and device, enhancing efficiency and accountability in managing staff and resources. With Caseload Manager, you benefit from round-the-clock availability, automated hourly backups, and timely updates. This scalable platform allows you to oversee an unlimited number of cases, staff, and panel members seamlessly. Ultimately, Caseload Manager serves as your all-in-one solution for effective case management, ensuring that you have all necessary components included at a single, clear price, along with ongoing consultation, training, and support to help you succeed.

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.

Enhance productivity and streamline operations by automating everyday tasks and ensuring precision and uniformity throughout your organization with Access Legal's case management software. Foster a culture of teamwork, adaptability, and efficiency, with the assurance that your team can operate from any location while your solution remains secure and ready for future challenges. By implementing Access Legal's case management system, you can significantly boost your efficiency. Reduce administrative burdens and empower your attorneys to focus on their core competencies, ultimately leading to improved outcomes for cases. The system allows you to save time at every stage—from setting up client files and tracking case time to sharing documents with clients—thereby increasing your billable hours, enhancing value, and providing top-notch client service. Quickly initiate client and matter setups by easily importing client information, ensuring precise data entry without the need for repetitive input, and transforming the way your firm operates.

MyLegalSoftware is a cloud-based solution for legal case management that aims to enhance the efficiency of law firms in handling their cases. It includes a variety of features such as task organization, document handling, time tracking, and tools for communicating with clients, all presented in a user-friendly and customizable format to suit the unique requirements of different firms. Additionally, its compatibility with widely-used applications like QuickBooks and Microsoft Office adds to its appeal for legal professionals. The combination of its cost-effectiveness and outstanding customer support has established it as a favored choice, especially among smaller and mid-sized law firms. Moreover, its flexible features encourage firms to optimize their workflows and improve overall productivity.

The Osprey Approach legal software solution offers an all-inclusive platform that integrates case management, practice management, legal accounting, and client management, allowing your firm to operate efficiently and exceed client expectations while being profitable. By utilizing this centralized legal case management software, you can enhance efficiency, productivity, and profitability, all while ensuring compliance with regulations and minimizing human error. Osprey serves as a comprehensive end-to-end system that oversees the entire case management process, from the first inquiry to the final resolution. Thousands of lawyers have benefited from our robust, cloud-based software, which operates seamlessly across multiple devices, enabling them to run successful firms and provide exceptional client service. With an extensive array of features embedded in our software, every aspect of your legal practice can be interconnected and optimized for maximum effectiveness. This means you can eliminate tedious administrative tasks, accelerating the month-end processes and managing your accounts department with remarkable ease, ultimately contributing to a smoother workflow. Your firm deserves the best tools to achieve success, and Osprey is here to provide that.

Lawsyst is a dependable, user-friendly, cloud-based and on-premises case management solution tailored for legal firms of all sizes operating in the UK. The majority of our clients are governed by the SRA and are also members of the UK Law Society. Unlike standard legal case management systems, Lawsyst stands out as a premier platform that incorporates an exceptional legal billing system designed for the UK market. It includes a time recording software module and an all-in-one cloud-based practice management solution suitable for legal firms of any size. The platform offers a truly integrated communication experience, providing real-time data from telephony infrastructure, which distinguishes it from competitors. Specifically designed for the UK justice system, our law firm software includes a built-in Client Relationship Management (CRM) and leads management system, featuring practical tools rather than confusing gimmicks that can overwhelm users. The essence of Lawsyst lies in combining simplicity with powerful capabilities, ensuring that legal professionals can efficiently manage their practices without unnecessary complications. This focus on clarity and functionality makes Lawsyst an invaluable asset to legal firms navigating today's complex landscape.

Software and tools designed by legal professionals can transform your law practice. Finally, a mobile application that integrates with your case management software. Automate discovery, intake, and lead generation. Intelligent forms that allow for 24/7 client intake with criteria-based questions sets for each plaintiff. One central hub allows you to manage and monitor your case. All information from CP Direct is directly fed into the case management software. Reduce the clutter and keep everyone on track with the calendar, expenses, as well as plaintiff information directly in the app. You can automate intake forms for all clients using common templates. This allows you to collect initial data for each case without ever having to pick up the phone or write an email. All documents and deadlines can be managed from one central hub using customizable workflows, reminders, and other tools to automate your internal processes.

Renowned for its intuitive design, the Practice Information Powertool facilitates easy navigation from the client onboarding stage all the way through to litigation. Regardless of whether you are just starting out or are highly skilled with technology, our all-encompassing single-entry database enables you to streamline all your case details, significantly boosting your productivity. Crafted by legal professionals for their peers, this customizable Cloud-Based Case Management Software System is tailored to meet the diverse requirements of any law firm. The Case Manager within the Practice Information Powertool is exceptionally robust, created to serve as the digital replacement for your traditional "paper file," which should merely hold original documents and copies. One of the key advantages of using the Practice Information Powertool as your primary "working file" is that the physical location of your "paper file" becomes irrelevant, allowing for better case management. This shift not only enhances organization but also promotes a more efficient workflow, empowering legal practitioners to focus on what truly matters: their clients and their cases.

Legal Office is a flexible legal software solution that allows you to select the features that best fit your practice. It encompasses everything a law firm requires, including case management, time tracking, quotes, accounting, invoicing, billing, payments, procurement, expense tracking, email oversight, document handling, calendar scheduling, task management, contact organization, website integration, live chat functionality, blogging capabilities, customer relationship management, a client portal, collaboration tools, video conferencing, human resources management, and much more, all within one comprehensive application. As your firm expands, you have the option to introduce additional features seamlessly. This adaptability ensures that Legal Office can grow alongside your needs.

Boost the effectiveness, clarity, and responsibility within judicial systems and criminal justice institutions. Guarantee that all individuals in your community have equitable access to legal resources. Optimize workflows in case management to enhance the investigative process, encompassing everything from crime reports to the processing of evidence and analysis of intelligence. Conduct precise investigations in a shorter timeframe and with reduced effort. Maintain oversight of the entire prosecution process, from the pretrial phase to trial proceedings and sentencing outcomes. Concentrate on essential tasks and manage your caseload adeptly while minimizing redundant paperwork and curbing delays in case processing. Unify all court systems under a single technological framework, enabling the management of cases from their inception through to post-disposition stages. Alleviate case backlogs, hasten the resolution of cases, and enhance the adjudication process while ensuring that public services remain accessible. Address potential risks by overseeing all inmate-related data and operations within one cohesive system. Collaborate effectively with prisons, community correctional facilities, courts, and other relevant agencies to bolster public safety initiatives. This comprehensive approach not only improves overall efficiency but also fosters a more integrated justice system for the benefit of society as a whole.

Empower your team, vendors, and clients to collaborate securely on cases while managing communication through logs, emails, and instant messaging, all while controlling access and visibility. With VCM, your business tasks are centralized, and our automation streamlines processes to save you valuable time, emphasizing the concept of "billing as you work" to enhance profitability. Virtual Case Management® offers a comprehensive online solution that encompasses contact, case, and document management, alongside integrated accounting, template reports, and seamless email/IM functionality throughout the case lifecycle. By focusing on the daily processes users engage in, we consolidate and automate these tasks into a single-step solution, eliminating the cumbersome multi-clicks and numerous pages typical of online systems. All case data is conveniently maintained on ONE PAGE, leading to a significant time savings of about 30 minutes each day, translating to approximately 10 hours a month. This efficiency not only improves productivity but also allows users to concentrate on case quality and outcomes.

Streamlining immigration case management and ensuring compliance for clients of various sizes is made easy with INSZoom Case Management. This all-encompassing, secure, and compliant cloud-based immigration software provides all the necessary tools to enhance workflows while safeguarding client and candidate information. As a premier choice in immigration software, it has gained the trust of immigration professionals across the globe. By utilizing INSZoom, your team not only saves valuable time and effort but also becomes champions for your clients in the immigration process. With a vast array of forms and documents to manage, staff often find themselves overwhelmed with compiling, completing, and validating submissions. Relying on manual data entry and managing numerous immigration forms can result in significant errors and jeopardize case outcomes. Additionally, the INSZoom Case Manager App is conveniently accessible through both the Apple App Store and Google Play Store, ensuring that professionals can manage cases on the go. This innovative solution ultimately empowers teams to operate more efficiently and effectively in the ever-evolving landscape of immigration.

Caseroads.com offers a comprehensive cloud-based practice management solution that can save you up to 70% compared to other services. Its user-friendly interface allows you to work securely from any location, providing all essential features for a single, affordable price per user. Elevate your firm’s capabilities, enhance productivity, streamline operations, and accelerate your payment processes with ease. We invite you to begin your journey with a risk-free, 30-day trial at no expense. Caseroads is designed to help you handle a higher volume of cases more effectively, keeping you informed about crucial tasks, events, and deadlines. This platform allows for efficient tracking and understanding of each case's status while offering valuable insights into your firm's performance. It simplifies the management of a growing client list through better scheduling, streamlined intake processes, and effective conflict resolution. Additionally, Caseroads minimizes the effort required to onboard clients, manage case access, locate documents related to clients or matters, and record case activities. With this intelligent system, you can focus more on delivering quality legal services rather than getting bogged down by administrative tasks.

A strong sidekick is essential for any successful lawyer! MerusCase is a top-rated legal practice management software. It offers a complete and integrated solution for lawyers and legal professionals. MerusCase offers a unique, guided experience for each law type. It is the fastest cloud-based solution currently available. This all-in-one solution intuitively adapts to your practice and offers top-of-the line features such as document automation, time tracking, billing, email, case management, and email.

We recognize the importance of your work and aim to simplify your processes significantly. FastVisa serves as the premier all-in-one software solution for workflow automation and case management, tailored specifically for immigration law practices. It offers the ability to easily modify and customize forms and tools to meet diverse requirements. With a comprehensive billing system that tracks both online and offline payments, you can ensure timely compensation. Enhance client efficiency with a tailored intake system that meets individual needs. Keep track of your cases effortlessly through automated email reminders for important deadlines and USCIS Form Inputs. Boost your overall productivity and save valuable time by proactively scheduling future client payments! Additionally, streamline your operations by consolidating all necessary forms into a single Questionnaire to facilitate quicker processing times and improve overall service delivery!

Begin accepting electronic payments today to streamline your recordkeeping processes. Automate your payment plans and quickly issue invoices that clients can pay online! The registration process is straightforward, and there are no monthly charges involved. Communicate effortlessly with your clients by sending text messages with images directly through Prima.Law, ensuring your personal number remains private! With PrimaPay, you can issue invoices for online payments, accept payments in your office, or establish autopay options for payment plans—all without a monthly fee! Additionally, Prima.Law now features a calendar that helps you manage deadlines, reminders, and appointments effectively. The platform also offers role-based permissions, allowing you to control access to sensitive billing information in your cases. With the Chrome Extension, immigration attorneys can easily connect with government agency websites to gather valuable client information. Enhance your firm's efficiency by managing invoicing, collections, and payments seamlessly within the Prima.Law ecosystem, ensuring a comprehensive solution for your practice. This integration not only simplifies financial management but also promotes better communication and organization.

Time tracking, legal billing, case management, scheduling and invoicing are all available on Mac. With remote access, easy data syncing across devices and support for teams, it includes evergreen retainers, LEDES billing, customizable advanced billing settings for attorneys, and remote access. TimeNet Law was created exclusively for macOS. It is a native, powerful and fast application that runs on your Mac. Access to your data is available on your device without any monthly fees. Use Dropbox or iCloud for data sync, remote access, and team access. TimeNet Law was created based on thousands of attorney feedback. It is the only legal management application for Mac that does not require internet access or clunky web applications.

Imagine all of your client information and matter information in one place. Documents, emails, tasks, and billing activity are all available in an easy-to-use interface. Kanban boards, built on Rocket Matter's robust Legal Project Management Platform, allow you to see a visual status for all your cases. The application's intuitive expense and time capture screens are optimized to maximize efficiency. Our multiple timers make it easy to track your time across all matters. With batch billing and customizable rules, you can complete your monthly billing in no more than a few minutes. Rocket Matter allows for easy bulk and inline editing of invoices. Rocket Matter makes it easy to keep your trust accounts in order. All documents can be stored, organized by matter and other case information.

CaseEnsemble stands as the flagship product of Xerdict, serving as an exclusive web-based collaboration platform for law firms focused on managing legal matters. This sophisticated legal extranet enables teams from various organizations and remote locations to access a unified, secure online space for tracking case information, coordinating a shared calendar, collaborating on documents, and sharing completed work products. With its user-friendly and readily customizable features, CaseEnsemble can effectively tackle even the most complicated litigation challenges in a matter of hours. The platform encompasses a range of legal case management and practice management tools, equipped with software modules suitable for any litigation practice type. Additionally, CaseEnsemble presents several tailored configurations for case management that allow users to organize issue-specific and practice-specific data fields. Furthermore, Xerdict’s collaboration tools empower clients to personalize their solutions to better meet their unique needs. This flexibility enhances the overall effectiveness and adaptability of legal practices utilizing CaseEnsemble.

Assembly Trialworks is a law practice management software that is powered by Assembly Software. It includes features like calendar management and case notes, client management and communication tracking. Software pricing starts at $1500.00/one-time/user. The Trialworks software suite can be used as a SaaS, Windows, Android and iPhone software. Trialworks offers training via webinars, documentation, online and in-person sessions. Trialworks provides support during business hours and online. Aderant Expert Sierra and BHL Insight are some of the competitors to Trialworks. Litify is another example.

Access user-friendly, real-time interactive practice management information effortlessly. Efficiently gather, store, and oversee all data related to your legal cases. Conduct thorough accounting without the need for specialized personnel, software, or an accounting qualification. Rapidly generate tailored documents, forms, or contracts that come pre-filled with client information. Seamlessly track legal practice expenses and make them instantly available for invoicing. Effectively manage and log time related to billable events at any stage. Enhance your law firm's productivity while elevating the quality of customer service. Provide your team with mobile access to essential information, time-management resources, client data, and more. Minimize operational costs when collaborating with clients and boost their overall experience. Offer clients a branded portal with mobile accessibility, secure messaging, a conveyancing application, and additional features to streamline communication and interaction. This holistic approach not only improves efficiency but also strengthens client relationships and satisfaction.

We recognize the significance of providing individual attorneys with a distinct edge to help them effectively compete against larger law firms and attract more clients. This innovative software equips attorneys with tools to enhance their organization, increase billing hours, and elevate the professionalism of their solo practice. Sentian Solutions aims to streamline the experience of utilizing practice management software. Designed for efficiency, this program makes it quick and straightforward to input and access information. From installation to routine use, attorneys will find that employing Sentian Solutions feels intuitive and seamless. Participants in our beta program have reported that they could fully engage with the software within just 15 minutes of starting. Additionally, Sentian Solutions serves as a viable alternative to traditional, internet-based practice management solutions, ensuring that solo attorneys have access to effective tools tailored to their unique needs. By embracing this software, attorneys can focus more on their clients and less on administrative burdens.

Enhance the efficiency of your digital case file preparation, management, and presentation through a secure, centralized solution hosted on the cloud. With Case Center, you can seamlessly upload your case documents and media, resulting in a searchable, automatically indexed, and paginated case file that is accessible for online review. You can easily share links for other stakeholders to contribute additional files directly to the case. Access all case documents, including PDFs, images, and multimedia, in a unified browser interface. Experience a more streamlined process for constructing your case, complete with permission-based access to materials. Quickly pinpoint essential case documents, timestamp media, annotate notes, redact sensitive information, and highlight exhibits for straightforward examination during hearings. From the moment you upload your files, you’ll have access to presentation-ready case materials, ensuring you can present with assurance whether in-person at court or engaging in a virtual setting. Utilize specialized presentation tools to guide others precisely to the relevant page, enabling effective display of documents and multimedia directly within the browser, making your case presentation more impactful. This comprehensive approach not only simplifies case management but also enhances collaboration among participants.

Officio provides immigration professionals with an entire suite of tools and resources to build, run, and grow their practice with simplicity and ease. Officio’s cloud-based, intuitive solution helps you streamline client file management, maintain clear points of contact with prospects and clients, automate repetitive tasks, comply with regulatory standards, and stay up-to-date on the immigration industry. Use questionnaires in multiple languages to connect with potential clients. Use our automatic scoring system to assess and categorize your prospects for various immigration programs. Automate your messaging and follow-ups with prospects using customizable email templates. Turn prospects into clients with intuitive setup tools, including client portal and payment schedules. Collaborate with clients and staff to upload important documents, to complete relevant forms, and to open and work on tasks. Update the client file with notes and time spent on each file. Establish and track client payment schedules with notifications for specific dates and milestones. Brand and further customize our 50+ email and letter templates. Manage your email and calendar all in one place. Leverage Officio's unlimited educational resources.

CaseManagerPro is a comprehensive legal case management software designed to integrate all aspects of your cases and matters into a single, well-structured platform tailored to your practice's unique requirements. It enables you to effectively capture, manage, report, link, and share every person, entity, document, note, deadline, and issue, ensuring that you have immediate access to the information you need precisely when you need it. With CaseManagerPro, everyone involved in a case—including in-house counsel, law firms, and reliable third parties—can maintain better organization and connectivity to all pertinent case elements, no matter their location. Utilizing this software enhances client responsiveness, boosts productivity, and lowers costs, making it an invaluable tool for legal professionals. Additionally, we offer distinctive features that allow for system customization, ensuring that it aligns perfectly with your operational needs. Ultimately, CaseManagerPro empowers your team to work more efficiently and collaboratively, leading to superior case management outcomes.

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.

CaseAware Mobile provides secure, on-the-go access to essential case details, ensuring real-time insights into file status from virtually anywhere. This mobile application goes beyond merely allowing users to check case histories; it eliminates the hassle of deciphering handwritten notes from days prior or making urgent calls to the main office. With CaseAware Mobile, users can easily jot down notes or take photos of documents, seamlessly saving them directly into their files using their Apple or Android devices. Tailored specifically for an industry that demands security, efficiency, and automation without breaking the bank, CaseAware stands out as a distinctive case management system. Serving over 160 law firms across the nation, we recognize that a universal solution doesn’t meet everyone's needs, which is why our range of CaseAware products and services includes adaptable features, personalized options, and versatile support models that cater to every budget, case load, and firm size, ensuring a perfect fit for your unique requirements. Our commitment to innovation and customer satisfaction makes CaseAware a trusted partner in enhancing legal practices.

Attorney immigration software facilitates smooth collaboration among applicants, petitioners, immigration lawyers, paralegals, and other personnel. It allows users to operate from any location and device, enhancing flexibility. After creating templates, they can be effortlessly assigned to various case types. Automatically generated documents include relevant case information, ensuring accuracy. Users can personalize these documents by embedding their company logo and other essential details to give them a professional touch. The software provides generated documents in both PDF and MS Word formats for further modifications if necessary. Access to specific cases or modules can be granted to administrative staff or paralegals as needed. Clients can view a checklist and upload relevant documents directly through their portal, streamlining the process. Additionally, you can easily navigate between different cases, while our smart timer efficiently tracks the time spent on each case, allowing for accurate billing to the respective clients. This comprehensive system not only simplifies document management but also enhances overall workflow efficiency for legal practitioners.

eImmigration is a comprehensive case management platform designed to simplify immigration casework for law firms and non-profits. This innovative software empowers legal professionals to save time, expedite case processing, streamline immigration form preparation, enhance client communication, and expand their practices. Developed by Cerenade, a trusted leader in legal software with over three decades of experience and client-driven insights, eImmigration is built with your needs in mind. Offering an all-in-one solution, eImmigration equips you with the tools to manage cases, forms, clients, and your practice seamlessly from a single platform.

Hoowla Case Management Software is a cloud-based, all-in-one system designed for law firms, conveyancers, and property professionals. Combining case management, client communication, document automation, and legal accounting, Hoowla provides everything firms need to manage their workload efficiently. The platform features customisable workflows, secure client portals, digital legal forms, automated document generation, fee quotation tools, and full legal accounts management, alongside integrations with HM Land Registry, SDLT submission, TM Group, and Xero. Hoowla’s flexible design allows firms to tailor the system to their processes without requiring technical expertise. With a user-friendly interface, cloud accessibility, and transparent pricing, Hoowla helps firms work smarter, stay compliant, and deliver an exceptional client experience—all with dedicated support from a team that understands legal professionals’ needs.

CosmoLex and every lawyer understand that efficiency and compliance are essential to a law firm's survival. CosmoLex offers a fully integrated and simple-to-use practice management solution. CosmoLex is a single platform that allows users to track and manage billing, practice, and accounting.

The courts issue notifications regarding new filings at all times of the day. However, these notifications serve merely as alerts; to access the actual filings, your team must navigate through multiple hyperlinks, followed by the tedious process of manually downloading, labeling, and distributing the required documents. You can effortlessly oversee and organize all litigation efforts across various offices, practice groups, and case teams through a unified portal. This system captures every federal filing from your firm, along with relevant metadata, and systematically archives them in the appropriate workspace within your document management system or experience-capture platform. With PacerPro Manifold, you can create an extensive repository of your federal court information, enhancing your firm's ability to leverage its collective expertise and streamline its legal operations for improved efficiency and collaboration.