Compare the top Case Management Software for law firms with features. Pick the best Legal Case Management Software to manage all your legal case matters and litigations:
The legal profession is not what it used to be. Legal professionals no longer need to juggle multiple cases manually, as case management software has come to the rescue. They can streamline processes, ensure compliance, and promote collaboration.
These tools have become indispensable in the legal industry. The software centralizes and automates almost all aspects of legal work, including time tracking, document management, calendaring, and case tracking.
Table of Contents:
Case Management Software System – Market Trends
Decent case management software offers a variety of fully integrated modules for many law practices. Both small and large law firms can benefit from them.
In this review, we’ll highlight the best legal case management software for law firms. We’ll look at their main solutions, prices, pros, and cons. We’ll also offer a final verdict for each tool, helping you understand what they offer.
Our comparison table highlights the top legal case management software with vital information in case you don’t have time to read the entire review.
More firms are adopting cloud-based solutions to promote accessibility, flexibility, and scalability. Data privacy and security concerns have pushed vendors to implement better compliance and encryption features.
In 2022, the market size for global case management size stood at $7,264 million. It is projected to rise at a 9.31% CAGR and hit $12,392 million in 2028. It is mostly used for billing, research, and e-signatures.
Here are a few trends that will probably shape the market.
Mobile Case Management Software: This cutting-edge solution seeks to improve productivity and efficiency in legal practices. With the increased adoption of mobile devices, lawyers love the convenience of managing their cases on the go.
With mobile case management software, lawyers can access their important documents, case information, and real-time updates. The software allows attorneys to connect with their clients and cases without being tied to a specific location. The software facilitates excellent client service and faster response times. It promotes productivity and gives firms a competitive edge.
Automated Client Onboarding: Law firms are now adopting automated client onboarding systems. They streamline workflow processes and enhance clients’ experiences. The systems offer personalized information for each client and simplify the onboarding process. They also minimize the risk of misunderstanding.
With proper guidance on the resources and documentation, clients can navigate the process quickly. They can minimize delays and improve the overall client experience. Automated client onboarding systems save time, allowing firms to focus on their core operations. They result in a more client-centered and efficient approach to case management.
Mobile Solutions and Digital Signatures: The adoption of mobile solutions has changed how law firms manage different cases. These solutions give lawyers the flexibility to handle different tasks regardless of their location.
There are mobile apps for case management on the go. They enable law practitioners to communicate with colleagues and clients, access important case information, and remain connected even outside the office. They empower practitioners to respond to client needs and address important issues as they emerge.
Digital signatures are revolutionizing the signing process. They allow law practitioners to sign contracts faster and more conveniently. These signatures reduce the need for physical presence when signing contracts. They minimize delays and facilitate efficient document execution.
Document Production Automation: The best legal case management software for lawyers automates document production, saving a lot of effort and time. Lawyers can leverage technologies like optical character recognition and natural language processing to create high-quality contracts quickly.
With NPL tools, they can convert unstructured text into meaningful templates. This minimizes errors and speeds up document production.
Check out this video on legal case management system:
Here is a guide to help you pick the right law firm case management software:
List of the Best Legal Case Management Software
Select from the remarkable law firm case management software below:
- Clio Manage
- CASEPeer
- SmartAdvocate
- Litify
- MyCase
- PracticePanther
- Filevine
- Legal Tracker
- CARET Legal
Comparing the Top Case Management Systems
| Tool Name | Best for | Price | Overall Rating |
|---|---|---|---|
| Clio Manage | small/medium law firms | $39 per month- EasyStart $69- Essentials $99- Advanced $129- Complete | 4.7/5 |
| CASEPeer | Personal injury law firms | Basic- $69 Pro- $99 Advanced- $129 | 4.5/5 |
| SmartAdvocate | Daily management of large caseloads | Hosted-Starts at $99 Enterprise- Starts at $1,995 | 4.5/5 |
| Litify | Customization | Per-license model with volume discounts | 4.5/5 |
| MyCase | Small-to-medium law firms | Basic-$39 per user/month Pro-$69 per user/month Advanced-$89 per user/month | 4.3/5 |
Detailed reviews:
#1) Clio Manage
Best for small/medium law firms.
Clio is one of the leading law firms in case management software. It has a centralized dashboard where you can get a full overview of all the relevant case information. You can link documents, calendars, contacts, bills, and notes to the relevant case, making the flow of your law practice management tasks smoother.
The software is also great for reducing redundant tasks. It makes it easy to track time and manage documents, bills, and more. You can get things done faster, with minimal risk of errors. Clio Manager takes care of the redundant tasks, allowing you to focus on the core operations of your practice.
You can access all the details of a case from anywhere. This includes client contact info, documents, bills, and more. You can download the mobile app to do your lawyering tasks on the go.
You can sync case details, log emails, and file legal documents from existing software. Clio allows you to sync details from over 250 other software and apps. They include Dropbox, Outlook, and GSuite. This promotes smoother processing and flexibility.
Solutions:
- Administrative law
- Employment Law
- Business and Compliance
- Criminal Law
- Elder Law
- Bankruptcy Law
- Civil Litigation Law
- In-House Counsel
- Family Law
- Estate Planning Law
- Real Estate Law
- Immigration Law
- Intellectual Property Law
- Personal Injury Law
- General Practice
- Government Law
Pros:
- Comprehensive case management.
- With over 250 integrations, Clio lets you connect, expand, and sync tools instantly.
- You can access and manage all work in a central position.
- 24/5 support
- Financially-backed 99.9% uptime guarantee.
- Reliable app to lets you work remotely, schedule your day, and perform other lawyering tasks on the go.
- Monthly updates with new features to improve your experience.
- Focus on firms’ and clients’ security.
- User-friendly interface.
- Unlimited cloud storage.
Cons:
- There is no option to restore work in case of accidental deletion.
Our Review: Clio wasn’t designed as a closed, proprietary system. It sets the foundation for the daily management of clients, leads, vital documents, and time. One of its most outstanding features is that it is supplemented by over 250 third-party integrations.
It has Android/iOS apps where you can view information about your clients, documents, and firms 24/7. All the data you save in Clio is exportable. You can easily change to a new vendor.
Price:
- $39 per month- EasyStart
- $69- Essentials
- $99- Advanced
- $129- Complete
#2) CASEpeer
Best for personal injury firms.
CASEpeer is cloud-based case management software for lawyers specifically designed for personal injury law. With the solution, you can bring your case management and practice into a central platform, allowing you to focus on your core operations.
The software can help your personal injury law firm become great. It has an intuitive case management platform to empower your law firm. High-quality support backs the software to minimize admin work and improve client experiences.
CASEpeer can improve your firm’s bottom line. You can track your goals with over 50 turnkey reports. Take advantage of the KPIs to understand your firm better.
The legal case management software can help optimize your operations. It has built-in practices from some of the best law firms in the nation. CASEpeer emphasizes accountability and efficiency.
Solutions:
- Case Management: Cases, litigation, timelines, calendar management, document management, cost tracking, medical treatment tracking, task management.
- Client Experience: Client communication, intake forms, texting and e-signatures, secure client portal.
- Reporting: Accountability & Productivity Reports, 50+ Turnkey Reports, Personal Injury Specific KPIs.
- Practice Management: Security, automation, support, intake management, accounting.
Pros:
- It is a well-rounded software with lots of helpful features.
- Great customer support with quick response times.
- Excellent management options for personal injury law.
- Fantastic for small businesses as you can organize everything in a central place.
- Variety of training material so you can keep learning to make the most of the software.
- Tasks, messaging, calendar, templates, workflows, and lots of helpful integrations.
- It is easy to use with no technical issues.
Cons:
- Categorizing and organizing documents could be easier.
- The film feels cluttered.
Our Review: CASEpeer is created for personal injury law firms looking for reliable, cloud-based, case management software. It is designed for simplicity and is generally plug-and-play. Most law firms find certain features particularly interesting. They include demand trackers, settlement calculators, and specific reports for personal injury cases.
Price:
- Basic- $69
- Pro- $99
- Advanced- $129
#3) SmartAdvocate
Best for daily management of large caseloads.
SmartAdvocate is an amazing option for firms looking to walk with their clients through every step of the litigation process. It makes it possible to manage clients from the time they contact you until the end of your interaction.
The law case management software has a Statuses and Sub-statuses feature. It helps you keep track of every file in your caseload. You can watch the progress through the stages of pre-signing, pre-litigation, discovery, trial, and post-trial.
These, along with the Intake Wizard, make SmartAdvocate one of the best case management software.
The software is packed with features and reports to maximize efficiency, minimize the opportunity for error, and reduce operation costs. It is the perfect choice if you wish to improve customer satisfaction and productivity.
The SmartAdvocate app allows you to handle various tasks on the go. You can add appointments, text, email, or view documents from everywhere. It is available for both iPhone and Android devices.
You can customize your dashboards with maps, charts, and graphs from your data. This results in comprehensive yet customized reporting to suit your firm.
Office calendaring is pretty easy as well. You can maintain and view full calendars for specific cases. You can also view the calendar for the whole office. Staff calendars receive crucial deadlines, SOLs, and appointments.
The client portal gives instant access to case calendars, notes, and case documents. Your firm has full control of what clients can see.
Solutions:
- Document management
- Automated workflows
- Marketing
- Texting integration
- Server and cloud-based
- Specialized screens
- Custom reports and dashboards
- Barcoding
- Staff collaboration
- Over 135 integrations
- Lead management/ built-in intake
Pros:
- Intuitive software with excellent customizations.
- Reliable support
- Firms get a clear image of where referrals are coming from and the amount spent on campaigns. This way, they have a clear cost per call and cost per case.
- Focus on easy accessibility.
- The software is easy to use and learn.
- It is customizable to suit both the practice area and the user.
- It manages high caseloads efficiently.
- Unique turnkey solution.
- Constant updates to meet user needs.
Cons:
- The software can’t handle single-event accident cases with multiple parties seamlessly.
- The loading time is slow sometimes.
- Changing certain dates can be complicated.
Our Review: SmartAdvocate is an exciting all-in-one case management software. Using it, you don’t need to invest in any other vendors or integrations. If you have any other integrations, the SmartAdvocate team can help you manage them. It is an ideal choice if you are looking for software that promotes efficiency and customization.
Price:
- Hosted-Starts at $99
- Enterprise- Starts at $1,995
#4) Litify
Best for customization.
Litify is an end-to-end case management software. It can help your organization convert business silos to improve collaboration, performance, and insight. Litify is the only legal platform that offers customized solutions for government agencies, in-house legal teams, law firms, and more. You can use it to connect the whole legal ecosystem with flexible technologies.
You can configure the platform to suit the unique requirements of your business. It is appropriate for automating and streamlining processes like document generation, customer relationship management, timekeeping and billing, and client communications.
Using data-driven insights, Litify can enable your legal teams and law firms to their scale financial performance.
Litify has highly configurable, user-friendly dashboards that help you understand what’s going on within your business. These built-in dashboards give you insight into important topics. For example, they can show you team members’ performances or areas that need improvement. They can help you identify marketing channels that promise the highest returns on investment.
Solutions:
- Full sandbox
- Matter management
- Task management
- CRM
- Calendar integration
- Mobile app
- Unlimited reports and dashboards
- Microsoft Outlook integration
- Data migration services
- Role-based training
Pros:
- Live customer service
- Hourly admin services
- The platform can be adapted to your firm’s specific needs. You can create personalized matter plans and track the details of every case.
- Litify gives detailed insight into the status of each client and matter. You can track everything from onboarding to emerging problems.
- The Salesforce background promotes customization.
- The dashboards can save a lot of time, especially if you have a busy law firm.
- Excellent customer service.
- Constant updates to improve the platform.
Cons:
- The setup process can be long.
- Document management could be better.
- Steep learning curve.
Our Review: Litify is an excellent end-to-end legal operating platform. It breaks down silos between you and your clients and within your team. It stands out for its excellent intake questionnaires, customizable matter plans, and no-code environment.
It has amazing native document management capabilities and billing products. It is a perfect option for legal practices hoping to save time and integrate various systems into one.
Price: Per-license model with volume discounts.
#5) MyCase
Best for small-to-medium law firms.
MyCase is a fantastic cloud-based solution that helps law firms manage their daily operations and communications. It has excellent scheduling and accounting functionalities, including case management, docketing, accounting, and time tracking.
You can access MyCase on both mobile and computers. The app is available on Android and iOS devices. You can use it to sync and manage your calendars and foster collaboration with coworkers and clients.
MyCase offers notifications straight through desktop or mobile interfaces. It also facilitates bill pay on the app. The solution also integrates with QuickBooks. It also has features like contact management, custom communication templates, expense tracking, and document drive and storage.
In addition, MyCase offers on-demand training webinars. You can access the support team via email, phone, or an online knowledge base.
Solutions:
- Client intake and lead management, client intake forms, law firm websites, legal CRM.
- Case Management: Calendaring, case analytics, document management, advanced document automation, workflow automation.
- Client Communications: Built-in text messaging, client portal.
- Billing and Payments: Time tracking, legal accounting, LawPay payments, billing and invoicing, financial reporting.
- Powerful Integrations: LawToolBox, Zapier, ViewAll
Pros:
- On-going updates
- Excellent customer support
- Guided implementation
- Helpful training sessions
- Excellent 10-day free trial
- Amazing customer service
- Intuitive case management system
- Easy onboarding process
- Text messaging and email integration for convenient communication
- The client portal is better than email. It is secure and excellent for document sharing
Cons:
- Inability to remove the button where clients click to pay with their credit cards.
Our Review: MyCase is a top case management software for small-to-medium size businesses. It is excellent for managing communications with clients and conducting daily operations. It has amazing functionalities for scheduling and accounting.
Price:
- Basic-$39 per user/month
- Pro-$69 per user/month
- Advanced-$89 per user/month
#6) PracticePanther
Best for solo practice.
PracticePanther is a fantastic case management system software that caters to various law practice areas. It is excellent for personal injury, family law, criminal defense, estate planning, and more.
There are customizable automation solutions for various software needs. The interface is intuitive and very easy to use. Its performance is highly efficient and can save you lots of time and money. It handles lots of your daily operations, allowing you to take care of what matters most.
PracticePanther has lots of features to speed up minuscule tasks. It syncs with fantastic resources like MailChimp, QBO, and more. This promotes communication with clients and helps you maintain routine mailings.
The template builder can save you time, especially if you frequently use form templates. It reduces the risk of oversights and user error.
Solutions:
- Legal CRM
- Security
- Trust Accounting
- 2-way business texting
- 256-bit military-grade encryption
- Document managing
- eSignatures
- ePayments
- Legal billing
- Calendaring
- Integration with popular apps
- All-in-one practice management
Pros:
- Proactive sales reps with excellent customer support, including live chat.
- Ergonomic and user-friendly platform.
- Excellent for time management and tasking.
- Amazing client portal.
- Simple reports with an amazing dashboard to help you track how much is outstanding.
- Helpful tutorials and one-on-one training to guide you.
- Template features can save lots of time.
Cons:
- Integration with QuickBooks can be difficult.
- The phone app doesn’t allow multiple timers at once.
Our Review: This legal case management software is fantastic for small or solo legal practice. It is designed with the modern lawyer in mind. PracticePanther makes it possible to convert potential clients to paying ones in one platform.
It has excellent integrations for different pricing tiers. The open API connects directly to MailChimp and integrates with Zapier. It is a fantastic option if you want to increase efficiency without spending too much.
Price:
- Solo-$49 per user/month
- Essential-$69 per user/month
- Business- $89 per user/month
#7) Filevine
Best for personal injury law firms.
Filevine empowers your business to improve the efficiency of your work from the beginning to the end. The platform works perfectly for just about any practice type. Its highly configurable software handles everything, including document management, task automation, timekeeping, client communication, and billing & payments.
Filevine takes care of all your legal work in the same place. You can house all your communications, notes, data, documents, and tasks in a central location. This convenience can help complete more work faster.
It is excellent for personal injury, mass torts, big law, criminal defense, government, and more. Filevine integrates with lots of popular apps and technologies, including Gmail, Zapier, Podium, and QuickBooks.
Solutions:
- Case management software
- Lead management
- DemandsAI
- Document Assembly
- Document management
- Time, billing, and payments
- Contract management
- AIFields
- Settlement calculator
- Auto hashtags
Pros:
- Customizable per legal field
- Integrated practice management software
- Easy to integrate with various legal platforms.
- Intuitive, easy-to-navigate interface.
- Excellent technical support.
- Quick and easy onboarding process.
- You can text clients directly on the platform.
- The Outlook email feature is great for organization and time management.
- Amazing security features, including secure document upload/download, redundant data backup, and data traffic encryption.
Cons:
- The layout isn’t streamlined.
- Sometimes, enter the same data several times in various fields.
Our Review: Filevine is an excellent platform for client communication and legal team collaboration. The cloud-based software is available on both mobile and desktop devices. It has amazing customization features and an intuitive interface. Filevine is great for personal injury law firms.
Price: Request a customized quote
#8) Legal Tracker
Best for Invoice management.
Legal Tracker works with over 1,600 corporate law departments. It is excellent for all sorts of companies, from startups to Fortune 500 companies.
Legal Tracker’s turnkey corporate legal software is great for reducing legal spending, controlling costs, delivering predictable budgets, and streamlining operations. They offer excellent in-house e-billing, analytics AI-powered solutions, and matter management.
Legal Tracker also stands out for its excellent customer support. The support team is helpful and available on live chat. You can also find answers to common questions on the Help site.
Thanks to its easy implementation, 1,450 corporate legal officers have already embraced Legal Tracker. It is the first e-billing and legal matter management provider to be certified for SOC 2 Type II and SOC 3.
Solutions:
- Reporting and analytics
- Matter management
- E-billing
- Controlling spend
- Data security
- Cloud integrations
Pros:
- User-friendly and easy to use
- Excellent legal eBilling solutions
- It doesn’t require much training to use.
- Built-in integrations to save time and minimize errors.
- Excellent APIs that connect with systems and software you may already use.
- 24/5 live support.
- Simple dashboards.
Cons:
- Creating reports can take too long.
Our Review: Legal Tracker offers excellent matter management, custom analytics, legal e-billing, and integration with existing systems and software. There is a team of professionals to guide you every step of the way and answer questions when necessary. The online Help site and 24/5 live support ensure you get help whenever you need it.
Price: Request a customized quote
#9) CARET Legal
Best for onboarding support.
CARET Legal is one of the best case management software for law firms. The onboarding process is smooth, as you’ll enjoy excellent support all through the process.
The platform is designed to help attorneys create truly modern practices as efficiently as possible. The team can help your staff adapt. They offer six hours of live training at first and more on their learning management system.
The support team is always willing to take your call. They offer unlimited support on both email and phone.
Solutions:
- Data security
- Case management
- Document solutions
- Legal practice management software
- Client communication
- Prospect and contact management
- Integrations
- Billing, accountability, and payments
- Mobile app
Pros:
- The software is streamlined and loads fast
- Excellent mobile app
- Plenty of helpful features and functionalities.
- It ties all aspects of your law firm in a central position.
- Onboarding support
- Custom branded portals
- Variety of practice areas
Cons:
- The program is slow compared to similar options.
Our Review: CARET Legal is amazing case management software. While it has lots of great features, its customer support stands out. It especially comes in handy during the onboarding process. You can get all your support, especially on the Enterprise Advance package. It gives you access to 24/7 premium support for all your needs.
Price:
- Enterprise- $79 per user/per month
- Enterprise Plus- $89 per user/per month
- Enterprise Advance- $139 per user per month
Benefits of Case Management Software for Lawyers
Running a law firm can be more complicated than it seems. From the mountains of documents to managing clients and meeting deadlines, your hands are always full. This is where case management software comes in handy. Both paid and free case management software for lawyers can bring significant benefits. Here is why.
#1) Quick Access to Important Documents: With case management software, you can access and store all file styles in a single platform. You can create, share, or organize valuable documents for the convenience of your team members and clients.
Some tools may give you the option of creating custom fields in which you can templatize documents and record valuable information. They foster consistency across cases and matters.
With the right software, you don’t need to sort through piles of paperwork to find client documents. You can easily organize your documents and link them to clients’ billing information, tasks, and notes.
#2) Streamlining Invoicing and Time Tracking: Take advantage of law firm case management software to send invoices faster and promote timely payments. They help you track the status of outstanding invoices, send automated reminders, and add interest to delayed payments.
They can help you see the bigger picture of your law firm’s financial position. You can keep track of reimbursable expenses, overhead costs, and monthly expenses.
They equip you to create professional invoices without doing it from scratch. Take advantage of ready-made templates to automatically pull in clients’ information. You can accept payments via deposit, debit and credit cards, and more.
#3) Secure File Sharing and Communication Tools: Depending on the legal case management software you choose, you can enjoy secure file sharing and communication capabilities. The best law practice management software keeps your information safe and private.
You can share client documents with your team without the risk of outside parties accessing your information. This is critical for any professional firm.
#4) Integrate Your Case Schedule and Calendar: Scheduling meetings manually often demands a lot of back and forth. It can take up a lot of your time. Case management software makes things easier. Clients can make their bookings right on your email or website based on your availability.
Clients and firms can receive automated reminders. This ensures meetings never catch you off guard. Syncing meeting events with your calendar makes it easy to track all meetings.
In addition, you can use scheduling software to automate client intake. Prospective clients can schedule consultations, get onboarded, and pay invoices without any hassle.
What Should You Look For in Law Case Management Software
With so many legal solutions in the market, finding the best option for your law firm can be difficult. Here are a few things to keep in mind when selecting the best legal case management software for your firm.
#1) Integration With Other Systems: Consider the other systems in your firm. The software you choose should seamlessly integrate with them. Vet a few case management systems before purchasing to determine compatibility with your document management and accounting programs.
Many vendors have free trials and demo products to help you test out their products before making a purchase.
#2) Deployment Considerations: Many cloud-based systems have bank-grade encryption and security services. They conduct daily backups to keep client data safe. However, some clients may not want to have their data in the cloud.
With on-premise solutions, you can store this data on your servers. However, this comes with high fees, including upfront fees, ongoing maintenance, and the cost of hiring on-site IT staff. You must weigh client concerns and your budget before settling for a deployment option.
#3) Security Concerns: Every law firm must prioritize security for its clients’ sake. Before buying a system, check with your clients and find out if they would like the option of adding capabilities that would make them feel safer. If clients have concerns about the safety of their data, they are unlikely to work with you.
Frequently Asked Questions
1. What is case management software?
Case management software is a tool that makes things easier for firms to handle their daily operations. It handles case management processes, including keeping records of incidents, calendaring, and document production. It reduces human error, promotes flexibility, and increases productivity.
2. What is matter management software for legal departments?
Legal matter management software is a legal technology created to increase productivity and streamline legal workflows. Legal matter management systems are great for communication, collaboration, case research, billing, and more.
It provides a single truth source for legal matters, ensuring access and collaboration on legal tasks.
3. Why use legal software?
There are lots of reasons to use legal software. However, it is mostly essential for saving time and energy when managing clients, files, and cases. It can also help promote efficiency and organization at work. Legal software also enables you to track essential appointments and deadlines.
4. How do I choose a case management system?
Start by identifying the specific needs of your law firm. Evaluate a few options, comparing factors like vendor support, customization options, and integration capabilities. Pick the case management software that aligns with your needs and helps you meet client expectations.
Conclusion
That’s it! a list of the best legal case management software was reviewed here. While the market has so many options to offer, settling for one may take time and effort. But, we’ve done the research, so you don’t have to.
We recommend Clio Manage for small or medium-sized law firms seeking help with their daily operations. Its centralized dashboard gives you a complete overview of relevant case information, making it easy to stay on top of things.
CASEPeer is excellent for personal injury law firms, especially those who prefer cloud-based management software. It has excellent management options and works great for small businesses.
We recommend SmartAdvocate for firms that handle large caseloads and Litify if you are big on customization.
Research Process:
- Time taken to research and write the article: We spent 25 hours researching and writing this article to give you a useful list of the best legal case management software with a comparison of each for your quick review.
- Total Law Case Management Software researched online: 39
- Top Legal Tools shortlisted for review: 9