MatterLink Alternatives

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. Litify's solution includes: Matters & Intakes: Standardize processes across your legal team and make sure best practices are applied to every case. Document Management: Keep all your case materials organized in one place with Docrio, our fully integrated document management system. Time & Billing: Increase both time capture and bill realization with our suite of timekeeping and billing features. Reports & Dashboards: Easily understand what’s happening in your business with user-friendly, configurable dashboards built in.

UniCourt Enterprise API is LegalTech’s only API-first suite that is purpose-built to automate the discovery and delivery of structured state and federal court data and analytics for business development, litigation strategy, docket management, and more. The Enterprise API suite delivers an open ecosystem of innovation for the legal industry and beyond. Unlike legacy APIs, UniCourt utilizes highly sophisticated data normalization essential for powering the next generation of legal analytics, as well as a plug-and-play architecture with sample code, a Python library, and proprietary tools to get your data-driven initiative up and running on day one. The UniCourt Enterprise API enables law firms to weave together external litigation data from trusted sources with internal data on clients and matters, resulting in a distinct advantage in being able to engage new clients and grow existing engagements proactively.

Selah Central® is the foundation for an Advanced Practice Management Suite that is built on the Force.com platform – the #1 SaaS provider in the last 10 years. All data in the virtual client/matter view can be seen in one place, encouraging usage and raising professional productivity. Selah Central® typically is implemented first as it generates all prospect, client and matter numbers, which are needed by all of the current and future SaaS applications. Selah Central® provides conflict checking, new client/matter workflow and provides single sign-on technology to the integrated SaaS applications. ​ Selah Central® provides a single source of Client and Contact information – providing a Firm Database that can be used for a variety of applications such as mailings, conflict resolution, case management, etc. Selah Legal will work with you to identify the most cost effective SaaS applications for your firm, applications that will both lower IT infrastructure costs.

Legal Files case and matter management software is used by legal professionals every day to maximize efficiency and dramatically improve workflow. Our software is the preferred choice in corporate and government legal departments, leading law firms, legal services clinics, insurance companies, and universities around the globe. Legal Files corporate legal software provides one, central location for all matter-related information—essential for your department’s successful operation. With our corporate legal software, you can easily save emails to a matter with our seamless integrations, drag & drop documents directly to a matter, and become “paperless,” thanks to Legal Files’ integrated tools that can save any type of document, including scanned documents and images, to a matter. Legal Files corporate legal software can even monitor outside counsel and legal spend, or be used for employee and labor relations case management.

Track case progress and clarify case information with powerful interactive dashboard visualization tools. Reimagine the way you organize and analyze litigation evidence with CaseMap® software. Staying organized can be a challenge-even on a relatively straightforward case. CaseMap software lets you pull all of your facts together in a single place, giving you a holistic view of your entire case to help you build a strong legal strategy. Better still, you're able to work faster by quickly accessing vital documents and other critical case details. CaseMap software also helps you collaborate with others, thanks to intuitive visual aids that track case progress. Gather all case documents, from multiple formats—PDFs, Microsoft Outlook, Microsoft Word, the Lexis service and more—in one place. Easily search and sift every case fact and document. Locate a single nugget of information. Easily search and sift every case fact and document. Locate a single nugget of information.

The most powerful platform for enterprise legal management. Passport legal spend, matter management, and insurance claims defense applications connect every part of your legal ecosystem, so you can better control your costs, streamline your workflows, and get total visibility to everything that matters to your business. Passport applications can be deployed individually or seamlessly combined to deliver a unified solution for managing legal and risk-related data across the enterprise. With its flexible, open, and integrated technology platform, you can easily connect different systems and processes on a single, secure, and collaborative framework. Passport® Office Companion lets you complete day-to-day legal workflows in the Microsoft programs you use the most, accelerating productivity and simplifying document collaboration.

Upgrade to the most integrated and feature rich legal software and put your firm in the fast lane. Take every legal Matter Management tool you could ever need and integrate with workflow process automation that can capture and save everything related to a matter – as it happens. Access comprehensive and up-to-date information about your firm’s performance, achievements and activity – all in one place. Gain efficiency from a truly integrated general and trust accounting system through simplicity and spend it improving your bottom line. Search the entirety of your law firm’s knowledge base – quickly and easily. Filter, group and pivot your search results around numerous points with ease. Our tailored client journey starting with our Needs Based Analysis helps us get to know your legal practice so we can better understand how we can help you.

Automatically create letters and legal forms. Add sophisticated decisions to include and remove content based on case data. Keep regulation compliant accounting. No separate systems to manage your client & office money. Many reports include Profit & Loss, Trial Balance and Aged Debt Reports. Reconcile with ease. Autofill any legal form with many already added to the system. Securely collect your own client questionnaires and forms online. Review the results and have the data collected automatically populate the rest of your system’s letters and integrations. Give clients online access to a case to securely share documents with them and give updates on progress. Built into Hoowla or with the option to add on top of your current system. Fully integrated with Microsoft Outlook and Outlook 365. Hoowla has a full customer relationship management area that lets you organize all your leads from refers, your website, and over the phone.

A user-friendly platform to help save your firm significant amounts of time during the creation of necessary records. Define who from the organization is related to a matter and their role. Assignee rates for all matters can be specified. Integrate with Proof, Click2Mail, and others for certified mail and finding document delivery services. In today’s legal world there are more moving parts than ever. Many attorneys get in over their heads simply due to imperfect office workflow. With Matterly you can quickly have a time tracker set up, intake process enabled, onboarding instructions implemented, and then create and manage matters all while assigning specific tasks to specific individuals. All of this can be set up and monitored seamlessly in the office or on the go! Matterly is a CRM system like no other! Users can upload their own templates with merge tags, allowing them to insert information directly from Matters and their related records in Salesforce.

Thread Legal is designed for forward-thinking lawyers and business professionals. It helps lawyers leverage the latest technological developments in order to become more efficient, collaborative and ultimately profitable. Thread Legal is built within Office 365, with the programmes you use every day such as Word, Excel and Outlook natively linked within the system. It also leverages the capabilities of SharePoint, Planner, Power BI and more. Our fully customizable dashboard allows you to quickly see new developments, phone messages, scanned documents, time spent within files and more. Track clients across multiple files and ensure that they are receiving high levels of service. Include all relevant information in your file - Word, Excel, Outlook, scanned PDF and more. Create documents from the Thread Legal system and automatically track time. Determine which employees can see file information on a category and an individual file level.

About CloudLex: CloudLex® is a personal injury case management software developed exclusively for personal injury law firms that lets them take control of their practice from intake through closure and beyond with one comprehensive law firm software. CloudLex’s unified software, backed by Microsoft Azure’s HIPAA-certified data security, handles productivity, accountability, communication, collaboration, and insights across the firm from case intake to settlement and negotiation, including storage and archival. Plaintiff personal injury law solutions built specifically for you; - Matter Manager - Intake Manager - Client Portal Messenger - Digital Archiver - Referral Engine - Microsoft Office Online® - CloudLex for Word - CloudLex for Gmail and Outlook - App Integrator - E-Signature - PDF Editor - Microsoft 365 - Expense Manager - Uber - Advanced AI Search

CaseManagerPro legal case management software brings every element of your cases and matters into a centralized, well-organized system that is adapted to match your specific practice needs. Every person and company, document and note, deadline and issue can be captured, managed, reported, linked and shared to provide ready access to whatever you need, when you need it. CaseManagerPro allows the entire team involved in a case or matter — including inside counsel, law firms and trusted third parties — to be better organized and connected to all elements of a case, wherever they are. When you use CaseManagerPro to manage cases you can expect many benefits, including unmatched client responsiveness, improved productivity and reduced costs. We’ve created unique features that allow you to fine-tune the system to your specific needs.

Custodian manages and protects your case and email information within Microsoft 365 by extending the capabilities of SharePoint to help you easily manage cases. Secure and familiar case management tools are provided within Microsoft 365 and are accessible from Microsoft Outlook. Users can use SharePoint sites and lists to store case content. You can apply structure, metadata, workflow processes and policy to each case type easily and consistently. Builds case templates for different case types to provide the building blocks required for each new case. Flexible templates, easy provisioning of cases and the ability to expose case documents in Outlook within a high performance client means that organizations can use custodian to deliver easy SharePoint case management that users will adopt and embrace.

LawBase was designed with the user in mind. LawBase allows law firms, corporate legal offices, and government agencies to customize and create their own database screens, maintain client profiles, calendars and schedules, integration, and more. LawBase integration with Microsoft the leading ubiquity in government workforce agencies allows users to create calendar appointments from a smartphone or tablet device on Outlook and automatically appear on LawBase without creating duplicate entries. Unlike like it's competitors who claim to have customizable management systems but limit user-defined fields, LawBase offers the client to custom design without the custom price tag.

Imagine having all of your client and matter information in one place—documents, emails, tasks, and billable activity—in an easy-to-use interface. View a visual status of all your cases with Kanban boards, which are built on top of Rocket Matter’s robust Legal Project Management platform. Our intuitive time and expense capture screens are optimized for efficiency from anywhere within the application. And our multiple timers make tracking your time across matters a breeze. Complete your monthly billing in no time with batch billing and customizable billing rules. Rocket Matter also provides simple inline and bulk editing of invoices. Rocket Matter helps you keep your trust accounts straight in a simple and straightforward way. Store all the documents you want, organized by matter alongside other case information for convenient access.

Littler CaseSmart® (LCS) isn’t simply a tool or product. It’s a way of operating, a different and smarter approach to delivering legal services that helps you stay ahead. Since its launch in 2010, nearly 30,000 matters have been handled through LCS, allowing us to build a deep reservoir of intelligence. By harnessing the power of this data, and meticulously tracking yours, our technology platform empowers you to see big-picture trends, and offers the insights you need to make more informed business decisions and drive change for your organization. Our client-dedicated staffing model comprised of Shareholders, Associates and Littler CaseSmart Counsel helps ensure that the right person is handling the right task at the right time, while giving you access to an experienced team that offers a consistent work product in a more efficient way. We reviewed the entire legal process, identifying every step that could be streamlined.

Case Master Pro is a legal case management software that helps law firms and debt collectors manage case files and accounting operations. It enables lawyers to store critical documents in a centralized database, assign task lists to specific employees, and track case files with information related to opponents, accounts, litigation or judgements. Key features of Case Master Pro include bookkeeping, scheduling, check printing, invoicing, transaction management and account reconciliation. It allows administrators to configure security settings, and create customizable reports to gain insights into organizational performance. Plus, it includes a self-service portal, which lets clients access documents, images and claims related to their individual case files online.

Schedule a demo with Clio—the leading cloud-based law practice management software trusted by over 150,000 legal professionals. Access your law firm securely from anywhere, and manage your work in one central system—with matters, contacts, billing, and everything you need in one place.

Is delivering consistent legal service a challenge in your business? How do you maintain quality of high margin work? How do you lower your costs on routine work? Over the last several years, there has been a dramatic shift in legal services delivery. Clients are demanding more for their money, AFAs are on the rise, and delivering work at a profit is a must! To be successful in this evolving market, firms need tools to increase their efficiency and ensure high quality work product. 3E MatterSphere ensures consistent, repeatable matter workflow processes that keep your teams working productively and profitably. 3E MatterSphere transforms matter management operations from end to end by providing a single, unified way to view and manage day-to-day activities, including clients, matters, workloads, tasks, and critical dates as well as all related documents, reference materials, and reports. Accessed within the familiar Microsoft® Office® environment.

With LegalTrek you can easily manage the processes in your office from the time entries through the matters, and invoicing. Put an end to the numerous applications. With our product, you can easily track all the work done by your colleagues for each matter and their workload for the week or month. Over time, our system managed to impose as a leading legal software on three continents and over 15 countries. LegalTrek is the solution for small boutique law firms as well as firms with over 100 people. LegalTrek - Certified Microsoft Partner You can find our application in Microsoft's AppSource In Oct. 2019 LegalTrek became an Official Microsoft Partner. The end-to-end solution to all IT needs of the modern law firm is now available via the AppSource portal at preferential prices.

Transform your law practice with software and tools built by legal professionals. Finally, a mobile app that integrates directly with your case management software. Automate discovery, intake and lead generation. 24/7 client intake powered by intelligent forms with criteria-based question sets for each plaintiff. Manage and monitor the case from a single central hub. All information on CP Direct is fed directly into the case management system. Cut the clutter and keep everyone on schedule with calendar, expenses, and plaintiff info directly in the app. Automate intake forms for all clients with common templates, collecting initial data for each case without ever picking up the phone or writing an email. Manage all documents and deadlines from a single central hub, using customizable workflows and reminders to automate your internal processes.

Case management for large scale legal operations. Unify your case and claim tracking inventory. Monitor and Report on your progress from anywhere. View the status of any legal matter at any time. Significantly reduce costs related to redundant and menial tasks. Identify weaknesses and respond quickly to emerging threats. Obtain docket-wide reports about your litigation. BlueVault is designed to connect geographically distant individuals and groups, whether they are working in groups at remote offices or working as individuals from home. No hardware installations, security, or patch management. BlueVault manages all of that for you so you can focus on managing your litigation. ​ Single Sign On is now available for customers who use Microsoft Azure.

Law firms and chambers who have been slower to adopt new technologies, struggle to compete with providers who can deliver legal services quickly, accurately and cost-effectively. We have 20+ years of experience in providing technology to legal practitioners and our trusted solutions deliver the benefits of Cloud security, agility, accuracy, 24/7 system access and fast communication channels. Traditional, paper-based processes are becoming redundant. The way information is compiled, transferred, stored and retrieved is changing to meet the demands of the government’s digital strategy and the General Data Protection Regulation (GDPR) requirements. Technology has made the 24/7 economy a reality. That means instant, secure, mobile access to information is vital to busy practitioners and potential clients who expect to source legal services quickly and easily. Using multiple, non-integrated software applications carries the risk of duplication, errors and non-compliance.

Xakia is an in-house legal toolkit, purpose built for teams of 2 to 20. It is simple, powerful and affordable, and brings together information and legal process in one simple, beautiful interface. Do away with endless excel spreadsheets and clunky, scattered data – Xakia provides a holistic view into your matters, tasks, deadlines, contracts, documents and budgets, and creates informative, data-driven dashboards for full visibility across individual and team workloads. With Xakia, it is easy to set up workflows, automation and notifications and immediately communicate the value of the Legal Team to your stakeholders.

CaseEnsemble is the main Xerdict product offering. CaseEnsemble is a proprietary, web-based law firm extranet collaboration system designed for legal matter management. The CaseEnsemble legal extranet system allows legal teams from different organizations and remote offices to share a single, secure, online area to track case management information, maintain a master calendar, collaborate on documents and post-work products. With its off-the-shelf, instantly customizable configurations, CaseEnsemble can resolve even the most dissonant complex litigation matters within hours. The CaseEnsemble legal case management and practice management capabilities include software modules that can support any type of litigation practice. CaseEnsemble also offers several customized case management configurations that provide collections of the issue and/or practice-specific data fields. Xerdict's collaboration products offer our clients the opportunity to adapt their solutions.

HoudiniEsq is an advanced, browser-based law practice management for today's modern law firms. Available in the cloud or on premise, HoudiniEsq offers a robust feature set that enables law firms to streamline workflows, capture and classify all types of documents, automate billing, task scheduling, and group calendaring, and more. The platform also integrates with solutions such as LawPay, Microsoft Office, Outlook, Evernote, QuickBooks, Acrobat, Calendar/Court Rules, WordPerfect, and Google Suite.

Here at Legal Track, we have an Enterprise Legal Management system, ELM for short, that has it all. So, what exactly is an ELM system? ELM encompasses all facets of a legal department’s operations. This includes contract lifecycle management (CLM), litigation, corporate governance, document management, legal spend management (e-Billing), regulatory compliance, and subpoena management. Legal Track integrates with your Microsoft Outlook, Office 365, OneDrive, Microsoft Teams, and SharePoint. This means ease of use and a faster learning curve. Corporate legal departments “juggle and struggle” with multiple software applications to manage their business processes. Other departments work with Excel spreadsheets, along with a stream of Windows folders and paper files. All this adds pressure, to an already stressful job and deteriorates productivity. These factors combined, affect the bottom line of your business, i.e costs.

Litera is the world’s leading provider of legal workflow and workspace technology. Hundreds of organizations around the globe trust Litera to help their legal teams draft, collaborate, and manage their work, so they can focus more time on what really matters to the people they serve. Litera is transforming the way legal teams of all sizes perfect documents, run deals, and manage cases. Reduce write-offs and write-downs by leveraging technology. Improve client service and turnaround time. Reduce time spent on manual, tedious, and repetitive tasks. Litera Desktop is a single toolbar that includes everything a lawyer needs to draft documents creating an integrated, seamless experience that ensures user adoption and consolidates vendors. Litera Desktop is the legal industry’s only unified solution that supports the best-of-breed document drafting technology through a single Word ribbon, streamlining the lawyer’s workflow and creating operational efficiencies for IT departments.

Access interactive practice management information that’s easy to understand – in real time. Capture, store and manage all the data associated with your legal matters. Complete accounting without specialised staff or software (or an accounting degree). Quickly create customised documents, forms or contracts pre-filled with client data. Automatically capture legal practice costs and make them immediately available for billing. Manage and record time – before, during or after a billable event. Help your law firm improve productivity and provide better customer service. Give your staff mobile access to information, time-management tools, customer data and more. Reduces the costs of working with your clients and improve customer service. Give clients a branded portal, mobile access, secure messaging , a conveyancing app and more.

Assembly Trialworks, powered by Assembly Software, is law practice management software and includes features such as calendar management, case notes, client management, communication tracking, conflict management, corporations, discovery management, docket management, document management, expense tracking, government, law firms, records management, task management, and time tracking. Software pricing starts at $1500.00/one-time/user. Trialworks software suite is SaaS, Windows, Android, iPhone, and iPad software. Trialworks features training via documentation, webinars, live online, and in-person sessions. Trialworks offers online and business hours support. Some competitor software products to Trialworks include Aderant Expert Sierra, BHL Insight, and Litify. This package should be extracted to your Trialworks share. Contains Microsoft Access 2010 Runtime, PDF components, and .NET frameworks.

Save time and increase efficiency by automating routine tasks and improving accuracy & consistency across your firm with Access Legal software for case management. Embrace collaboration, agility and efficiency, knowing that your team can work anywhere and your solution is secure and futureproof. Become more efficient with an Access Legal case management system. Minimise admin and free your lawyers to do what they do best, drive better case outcomes. From creating a client file, recording time on a case and sharing documents with your clients, save time every step of the way, giving you more billable hours to drive value and deliver quality client service. Open clients and matters quickly by simply importing a client form. Accurate data recording with no double entry.

Why IPRO? We combine best-in-class information governance and eDiscovery software with predictive analytics to offer the most open and effective solution to data challenges. By transforming the EDRM and thinking “upstream”, we bring insight far earlier into processes, enabling organizations to change the way they interact with their data, eliminate waste, and reduce risk. We enable organizations to search and preserve their information in-place – no matter where it resides. By providing predictive insights before data is even collected, teams inside and outside your organization can collaborate transparently at any stage. IPRO uses AI technology to automatically classify your organization’s sensitive data and enhance your security and compliance processes. Now all your teams can have better insight into what information has value, where it resides, who has access, and how long it must be retained.

Create a Group for an entire organization or create separate Groups for specific areas within the organization. If you work with multiple organizations, create Groups for each one. Manage your organization's assets from one app on any desktop or mobile device. Contacts connect to matters for easy lookup and conflict checking. Matter Contact records are stored in the Matter record so you can view all Contacts related to a Matter in one place. Calendars are connected to Matters through calendar events. View all events associated with a Matter in the Matters app without switching between calendars to save time managing court dates and scheduling. Tasks can be connected to Matters to better manage deadlines and limitation dates. Completed Tasks are removed from your todo list, but a complete record of the Task is stored in the Matter record.

LexPI is a practice management, case management, and document assembly software program for New York personal injury litigators. It offers an inituitive, easy-to-learn interface, and is available for Microsoft Windows© platforms. LexPI is the only personal injury case management application developed, used and continuously enhanced with new features and capabilities since 1995 - proven and improved for twenty years - with feedback from hundreds of firms and thousands of users. No competitor can make that claim. LexPI provides seamless integration between your client files, documents, scans, firm calendar, Outlook™, and case information, with a direct calendar interface to e-Law™. LexPI can be used in conjunction with your tablet, smartphone or virtually any computing device, and can be run remotely using readily available remote control software (e.g. PCAnywhere, GoToMyPC, LogMeIn, TeamViewer). LexPI can run on your servers or run in the cloud, whichever suits your practice better.

Basic case management and intake software to manage client/matter data for instant retrieval: intake label printing, report generation and various other forms and labels. Utilize the bar code feature to track files. 12 built-in FLIP Memos: Documents Enclosed, Transmittal Memorandum, Filing or Recording of Documents, etc. Also creates CUSTOM MEMOS for repeated use. FLIP addresses the FLIP MEMOS to clients and opposing counsel for mailing in window envelopes. Memos print on plain paper or on the FLIP Memo forms. Large file label to identify expandable pockets and wallets. Affixes to side of pocket or wallet. Print it easily through envelope feeder. Identifies file with data from client/matter/opposition database and bar code (see illustration).

Axon Justice empowers prosecutors and criminal defense attorneys to focus on pursuing justice rather than tedious administrative workflows with the first digital evidence management system built specifically to streamline the discovery process. Easily manage all types of digital evidence, including body-worn video, in-car video, interview room video, CCTV video, photographs, audio, documents, and more - even across agencies. Organized space for an attorney and paralegal-specific work product only accessible within your agency. Secured and confidential workspaces walled off from the prosecution or defense. Trace every piece of evidence to the accused, docket number, and other data sets. Confidently know chains of custody and evidence authenticity.

CaseWORTH is a comprehensive and innovative legal software application for law firms. It helps you efficiently and expertly manage the enormous quantity of financial information for personal injury, medical malpractice, social security, and worker’s compensation cases. Organize and track medical bills, medical records, insurance payments, and personal expenses such as lost income and potential future earnings with CaseWORTH. You probably use Excel, Word or just a 10 key calculator to manage the medical expenses, liens, subrogation payments, costs of collection, lost income, and other damages and expenses for your personal injury cases. After all your hard work you just get totals – not useful details.

Are you looking for an easier way to run your law firm? Matters.Cloud can help you by: - Providing insight, whether you are a single lawyer or part of a larger firm. - Bringing together key information related to your clients, contacts and matters. - Helping you to break down your matters into key phases / tasks. - Simplifying processes like raising invoices and capturing payments. - Freeing up time to win new opportunities - Operates in 15 languages and 6 data regions

MatterSuite’s Enterprise Legal Management (ELM) solution is a complete suite of tools that help in-house legal corporate departments to handle daily operations to increase efficiency and reduce costs. MatterSuite ELM software includes the features of matter management, client portal, document management, calendaring, contact management, etc. It creates a centralized hub for legal information and automates the firm process. This intuitive software is the first in the market which comprises eDiscovery, litigation management, cause of action, matter management, legal research library, legal calendaring, document management, tasks, and communication to make your management better. It gives you the overall insight of your law firm to have a transparent and efficient law practice.

PracticeMaster by Tabs3 is a robust practice management software built for law firms and legal professionals. PracticeMaster makes all case, client, and contact information and other relevant documents organized and easily accessible to legal teams, saving time and increasing efficiency. The software also includes a firm-wide calendar where appointements by day, week or month can easily be viewed.

Ranked #1 with the largest immigration software user base in the U.S., Cerenade's eIMMIGRATION is the most comprehensive, easy-to-use, and secure legal practice management software in the immigration space. eIMMIGRATION is cloud-based, intuitive with a modern UI, and offers all-in-one functionality: Case Management, Contact Relationship Management (CRM), Workflow Automation, Document Assembly, Client Intake, Billing, Reporting, Smart Alerts, USCIS & Priority Times Tracking, e-Filing, e-Signatures and more to facilitate end-to-end practice management for organizations of any size. All this, plus Cerenade’s best-in-class customer service team, technical support for customizations and integrations, and training resources to provide immigration professionals with a seamless user experience. Contact Cerenade for a free trial and schedule a live demo to learn more.

Firms rely on Time Matters as an adaptable solution that improves sharing of information, collaboration, process workflows, and more. Fully customize your own workflows, precedents, forms, and documents. Optimize sharing of information among staff with a centralized database of matters. Generate documents rapidly with Merge Templates while reducing errors associated with manual creation. Maintain an automated record of all your work related to a case, to reduce malpractice risks.

Case UI is a legal case management solution that helps small to midsize law firms streamline operations related to client management, invoice generation, task assignment, and more on a centralized platform. It allows users to define flat fee or hourly billing fee billing to accordingly create invoices and track payment status. Case UI enables administrators to configure access rights, allowing specific employees to edit and update details across tasks, cases, and clients. The search and data filtering functionalities let staff members identify possible conflicts of interest across clients and cases. Additionally, managers and leaders can review the dashboard or generate reports to be apprised about the status of important due dates, and gain insights into the number of total cases based on specific practice areas and subareas, such as litigation, real estate, matrimonial, assault, defamation, and immigration, among other categories.

LEAP streamlines workflows, saves time, and reduces clerical errors when producing forms, motions, and other case-related documents. LEAP’s single, integrated platform deploys real-time changes across all areas of your business. Simplify legal office IT and reduce legal office overhead. Save time on administrative tasks and reduce human clerical errors. Instantly create legal documents while enjoying the benefits of a mobile law office. Work from anywhere, anytime. Work with or without an internet connection and increase productivity by keeping everything you need to run your firm in one place. Collaborate on documents and case files, manage clients, work on accounting billing, and collect client payments all securely online from anywhere. Automatically record time on your client's calls and access cases, clients, and documents with a single sign-on for all your devices. Create, store, organize, track changes, and share legal documents via LEAP to become a true paperless law office.

Easily create and assembly Documents and Emails. Integrate with Word, Outlook, Excel and PowerPoint, Be organized with your documents (Drag & Drop). All Contact Information at your fingertips. Smart and fast Time / Expense capture. Reduce time spent on Billing. In the Knowledge Base you will find articles about general topics, technical FAQs, Upgrades, Workgroup / Network editions, the latest maintenance releases, and much more! You can also perform a search for specific topics. View quick tutorials about the different YouWinLaw Features. This tab (menu) provides access to all commands and functions relating to Clients / Cases / Files / Projects. The Clients / Cases / Files / Projects are organized in an Explorer view (tree structure). The number of levels (hierarchy) is unlimited! Just enter addresses once and use them as Client / Matter / Case / File / Project related addresses, as links in the Client Relation Manager, for documents, and mailings.

Helping your employees be the best they can be requires a solid corrective action process to improve performance before things go wrong. Organizations are struggling today with inconsistent processes, lack of oversight and organizational disconnect when it comes to managing employee corrective actions. The PCA software solves all of these challenges so your Team can focus on advancing culture, team building, efficiencies and cost effectiveness. The PCA Solution is customizable for the organization's specific process flows and needs. Super Users within your organization will be able to define flows and routing. PCA easily integrates with your HR systems like SAP, PeopleSoft, Workforce, etc. The integration is a one-way transmission of data which keeps your HR systems secure. PCA integrates your company policies, procedures and SOPs. in a centralized automated application which returns the focus to the issue instead of the process.

Maintain practice group schedule information in a secure and accessible central location using software with comprehensive legal scheduling features. Distribute to individuals’ Outlook calendars automatically. BEC Docket Enterprise is a docket and legal calendaring application, used for critical date tracking and task management. It provides the efficiency and risk management your firm needs to organize and protect your critical dates. If you are like most law firms, your attorneys rely heavily on Microsoft Outlook calendars and task lists. However, the gaps in Outlook make it less than ideal for legal practice management. Docket Enterprise solves this by utilizing advanced functionality which enables Outlook to be a truly integrated component of your practice management solution. Advanced scheduling options for all practice groups. Synchronization of Master, Group, and Individual Calendars.

Insight Legal’s cloud based case management system is the ultimate in efficiency. Designed specifically for law firms, Insight Legal provides everything you need to manage your case files from start to finish. For the users – brilliantly comprehensive workflows that offer guidance, resources and support where needed. Your tailored case plan alongside a centralized matter record that keeps everything in one place, from correspondence history, to key dates, to core matter information and next steps. For the firm – complete reassurance that your staff have the supportive guidance of workflows even if they may be working at a distance, along with compliance tools, automatic escalations and task designation that makes sure the right things are done by the right people, and at the right time.

CSI Lawyer® is a comprehensive and robust solution that manages all the key operations related to the legal matter process. It is designed for law firms of all sizes to professionally manage and invoice their legal cases. It handles even the largest matters having complex pricing and invoicing requirements, but is also the right choice for smaller law firms expecting comprehensive functionality from their tool. CSI Lawyer is known for its unique flexibility that supports your chosen CSI Lawyer is known for its unique flexibility that supports your chosen business model and scales up when your business and processes develop. While being ready for use as it is, it can also be customized to match your company-specific needs. CSI Lawyer supports your transformation into a digital office. Its digital processes and smooth integrations to the other critical systems reduce the amount of paper, manual work and human errors.

SpineLegal™ is the only solution that integrates data security and all the key legal processes under one umbrella. It not only increases the profits and business of the firm but will increase the staff engagement in the business where there is full transparency in every detail of the case and matter.​The platform has case management, practice management and accounting. It is a cloud based software with Desktop, Web, Android and iOS applications which allows the solicitors to work from anywhere and on the go.