5 Case Management Software For Attorneys

Top 5 Case Management Software For Attorneys

Legal assistance in the form of management software is the top choice for lawyers seeking easier solutions to see their practice flourish. Such tools allow for a much simpler way to navigate cases in one place regarding all past and ongoing matter details and clients. From including document assembly to storing notes and tracking billable time on opposition whenever applicable, many legal case management systems integrate with the attorney billing software.

In this blog we will discuss our top 5 favorite law firm managing software you can utilize in your practice to simplify your daily workload.

1.   Lexicata

This is an all-inclusive CRM and client intake solution with lead tracking, analytics features and email templates. This platform lets law practices keep their contacts safe, track their leads' sources and schedule their upcoming tasks and reminders. Other than this, Lexicata is an ideal option for people looking for a reliable solution to have e-signatures. Lexicata offers integration features with their packaged plans and they have a youtube channel that offers access to free training videos to familiarize yourself with their platform.

2.   Clio

This easy-to-use, comprehensive cloud-based legal management software gives you features such as document, client management and bill and invoice management, appointments, time tracking, accounting, reporting, etc. Clio integrates well with many web apps sued in law practices and gives a secure client portal and detailed reporting and dashboards. This way, you may get a full insight into the performance of the firm you own. Clio is one of the few platforms that allows for a client payment plan which has proven useful for attorneys who are flexible with allowing clients to pay their invoices at a pace that will not overwhelm them. Our office runs off of Clio and we can say this has been a very helpful and stress-free platform for us thus far. They, like Lexicata, offer training videos as well as someone from Clio who will schedule a demo to walk you through all the ins and outs their database has to offer.

3.   LexisNexis

This is another great case management and attorney CRM solution. It is a quick way to control legal spending, whereas managing your relationships with different clients boosts your business. It is a legal CRM solution with many features, including billable hours tracking, a 360-degree view of your law practice, enhanced calendar control, and documents all in one place. For those who depend heavily on legal research, this database is also a good place to gather information on cases and past rulings.

4.   Marketo

Marketo gives a flexible and reliable solution to match different levels of workflows in legal practices, and also, lets you form calendar events from its main functioning features. This database includes predefined lists of tasks which you may easily apply to different matters in your practice. This software offers integration with Google calendar and also comes with the ability to link many trust accounts that accept payment from clients online. You can also have a mobile application of this software from Android and iPhones app store. This way, clients can check on their cases and carry out payments. 

5.   Box

If you are looking for a one-stop-shop in a case management system then Box is the way to go. Box allows for a secured platform to keep all client files. With this database, you will have access to multiple users that can create and automate client files and documents. If you run a firm that calls for clients to constantly send you multiple secure documents, Box allows for a client link that they can use to upload as many documents, securely, that they so choose. This means a less flooded email and confidence that your documents won't be hacked or lost in translation. Clients can also have access to their files to ensure they have copies of the necessary documents and keep track on their end of what has been filed and what is still pending with the court.

These top 5 platforms all offer training, multiple users and are client friendly. There, of course, are tons of great software out there to make running your law firm as less stressful as possible. In our experience, what we have debated today are the ones we recommend to every attorney we have had the pleasure with working with. If there are any additional platforms you would like to see discussed please leave us a comment below or send us a message!

We hope these 5 management software's prove useful to you and your practice!