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Legal Case Management Software
The best option for case management, time tracking, document management, calendaring, and billing, a software for lawyers; regardless of location.
Features of OneDocx’s legal case management system
Utilize the top-rated law firm case management system to get a comprehensive overview of all case information from a single dashboard. Your law firm administration activities will go as smoothly as possible if you link each contact, document, calendar event, note, time entry, and bill to the relevant case. Utilize your computer to work on your cases. Enhance your workflow to spend less time on time-consuming tasks and more time on the activities that matter to your legal practice.
Reduce redundant tasks
Utilize our case management tool for attorneys to handle papers, bill clients, monitor time, and more: Get everything done more quickly and safely, and concentrate on the things that are most crucial to your legal practice.
View every detail from anywhere
From any computer with an internet connection, log in to your online legal case management tools to access documents, bills, client contact information, and more.
Add case information from existing software
Log emails, file legal documents, and sync case details to OneDocx from Microsoft SharePoint other apps.
Collaborate on cases with lawyers and staff
Our legal case management software facilitates case administration and provides real-time information to all staff members of your law business. This makes it simpler to work together on challenging instances and streamline your practice’s daily operations.
Improve client and colleague communications
For handling documentation, billing, time tracking, and other tasks, use our case management software for lawyers: Focus on the duties that are most crucial to your law business and complete everything more quickly and safely.
Track status updates across your firm’s cases
Set the status of a case to Open, Pending, or Closed. Use notes and secure messages to easily share updates on a case. And allow collaborations between colleagues for more efficient processing of cases.
See real-time case developments
Track every change made to a legal case including new time entries and documents. See who made what change and when. Collaborate efficiently and get the best outcome for your clients.
Customize our legal matter management software to your law firm’s requirements
Tailor our legal case management tool to your law firm’s processes, and enhance the way you work, save time on menial tasks and focus on those that count for your legal practice.
Standardize tracking of key case details
Create custom data fields specific to your law firm’s processes or legal practice areas to collect, store, and search for case details efficiently. Use this information for document automation.
Cases can be arranged anyway you choose
Attach custom categories, task lists, billing rates, payment profiles, budgets, and more to each of your legal cases.
Use online intake forms to populate case profiles
Create custom online intake forms with OneDocx to streamline the client intake process.
Testimonials
FAQ
What is legal case management software?
Legal case management software is a digital tool that law firms use to manage their legal cases and clients and keep cases organized. It allows for a more streamlined workflow and smoother billing, time tracking, and document management processes, allowing you to focus on billable work.
What does legal case management software do?
Legal case management software gives you an outline of the cases in your company and all of the related information, such as deadlines, documents, notes, invoices, and more. Solutions for legal case administration include accounting, scheduling, time tracking, and other features. These are all features that will make it easier for you to collaborate on cases and run your practice more effectively. As a result, you’ll have more time to focus on projects that will help your law firm make money.
What software do lawyers use?
Lawyers typically use several different types of software to run their firms. Your chosen legal software suite is the central and most important piece of the tech stack, but lawyers also use accounting software, such as QuickBooks Online or Xero, document software such as Microsoft Word, and an email provider such as Microsoft Outlook or Gmail. Law firms may also add other tools to fulfil needs more closely related to their practice area.
Why should my law firm use case management software?
Lawyers today face more demands on their time than ever before. Law firm case management software helps lawyers organize matters and cases; manage their calendar; communicate more easily with clients; reduce manual and tedious tasks; and more. Case management solutions help lawyers spend more time focusing on practicing law and serving clients, and less time doing administrative and non-billable tasks.
What is the best legal case management software?
Trusted by legal professionals and bar associations and law societies worldwide, OneDocx is widely considered to be the leading case management solution.
What kind of customer support is included?
We offer unlimited 24/5 support—that’s 24 hours a day, 5 days a week, so we can answer any questions you might have without impairing your working day.
How do I transfer my current cases into my new software?
In order to save you from having to manually transfer data from another legal case management system to our software, our data migration experts can help you in every way.
How much does case management software cost?
The cost varies greatly, depending on whether you’re using an on-premise or cloud-based solution. Cloud solutions tend to be more cost-effective for most firms, with their low monthly pricing models, free support, and free updates. Our legal case management software offers different pricing plans starting at $39 a month. We want to ensure firms of all sizes and requirements can find a solution that meets their needs.
What features does legal case management software have?
The following elements are essential must-haves in any bundle of legal software. To help you when it comes time to integrate software at the practice, we have outlined all these features below.
Case management: The ability to manage clients and cases and keep all case information organized. This enables you to quickly refer to notes about the case and prepare for court in the most efficient way possible.
Client/contact management: Case management also takes place on a per-client or per-contact basis, so managing your face to meetings and calls with the client is crucial.
Task management: The ability to create and assign tasks to different staff and lawyers. Sophisticated solutions like our legal case software can automate parts of this process when a case is created. Our software suite even allows you to automate the billing process so you can reduce any potential cash flow problems you might encounter.
Calendar: Your case management tool needs a full calendar with capabilities to manage your busy schedule, as well as share your calendar with colleagues. That way you can avoid possible dreaded meeting room clashes.
Timekeeping: The ability to enter time as you work. Case management software with timers helps you capture more billable time while you work. This means you will be able to streamline your billing process and keep on top of all the cases your practice handles.
Email: Your legal case software should integrate with your chosen email provider. This makes it easier for lawyers to file emails to cases and follow up on any developments. Another email feature you might be interested in is whether your chosen software can create a database of email addresses for each case the lawyers at your practice are currently working on.
Document management: Can you use it to organize and store documents, and collaborate on them? Does it integrate with Microsoft SharePoint? These are questions that need answering so you can fully integrate your chosen software solution into your workflow
Document automation: Many case management software allow you to use templates to automatically create new documents, saving lawyers valuable time.
Accounting: Your legal case software may not have a full accounting solution, but you should be able to reconcile accounts and view balances and transactions. You can also use the software to set up invoice reminders and automate the collections process. Therefore, this reduces the time you spend chasing up invoices, asking lawyers to send out invoices, or getting invoices validated.
Trust accounting: The ability to track transactions related to operating accounts and trust accounts separately. The software should also allow you to send notifications to trustees when their account has reached the minimum amount and needs topping up.
Invoicing and billing: You should be able to easily create bills and deliver them to clients with the aid of your practice management software. This allows you to focus on the more important responsibilities, such as responding to client inquiries and helping clients, while also saving you a great deal of time and money.
Online credit card payments: More and more clients want to pay their lawyers via credit card or online. Your practice management software should offer the option to process payments via credit card, making it more convenient for your clients.
Client portal: For sharing sensitive files and communications, an encrypted client portal with your case management software is the best option for ensuring client information is kept confidential. This portal should also allow you to schedule client appointments and phone calls so that you can make sure they are well looked after, therefore, contributing to building up a solid business relationship with your clients.
Integrations: Your practice management software is the central hub for your law firm, but it needs to connect with the tools you already use and tools you might want to use in the future. You need to make sure it connects to your email client, your accounting software, and any other tools you need. Integrating all those tools will allow for a smoother workflow and increased productivity.
Reports: How is your firm doing financially? How are you tracking against your goals? Your practice management software should be able to give you key business insights to answer these questions. It should provide you with options to automate these reports or to email them to you on a scheduled date.
How do you choose a legal case management software?
Choosing an attorney case management software suite is important as it has the potential to simplify your processes. Start by identifying the gaps in your practice and see if software like Onedocx is able to plug them.
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