5 Jun, 2023

Best Legal Case Management Software

Kinetic Traffic recommends these top picks of the best legal case management software to streamline and simplify your legal case process.

What is legal case management software?

Finding the best legal case management software has never been so important for law firms. This is a powerful tool that can streamline your workflow and manage your cases efficiently. It is an all-in-one solution that enables lawyers to manage client information, track time and expenses, automate billing, and create reports.

The software’s core function is to provide a centralised system for storing case-related information, such as client details, case status, and notes. It helps to keep track of deadlines, appointments, and other important dates, to ensure nothing in your schedule is missed.

Another key feature of legal case management software is task management. Lawyers can assign tasks to team members, set deadlines, and track progress, making sure that everything is completed on time. This feature promotes day-to-day teamwork among colleagues and enhances accuracy.

Billing and invoicing are crucial aspects of legal practice, and case management software simplifies the process. Lawyers can utilise the software to automate billing, create invoices, and track payments, ensuring revenue is collected in a timely and efficient manner. 

Most legal case management software also comes with robust reporting capabilities. Lawyers can create custom reports to analyse case data, measure performance, and identify areas for improvement. These reports provide insights that can help lawyers make informed decisions and grow their practice.

Why Use Legal Case Management Software?

Legal case management software is designed to streamline and simplify the processes involved in managing legal cases. It offers a range of benefits that make it an essential tool for law firms of all sizes. Here are some key benefits to why law firms should use legal case management software:

1. Efficiency 

With case management software, your law firm can manage its cases more efficiently. With its ability to automate many of the time-consuming tasks involved in managing legal cases, such as document management, scheduling, and deadline tracking, legal case management software frees up valuable time for lawyers and support staff to focus on higher-value tasks.

2. Organisation 

Legal case management software provides a central repository for all case-related information, making it easier to organise and manage information. This ensures that lawyers and support staff have access to the information they need when they need it, reducing the risk of errors and missed deadlines.

3. Collaboration 

Practice management software can enable you and your support staff to collaborate more effectively. By providing a centralised platform for communication, task management, and document sharing, legal case management software helps you facilitate collaboration and improve team productivity.

4. Compliance 

Your case management software should enable your law firm to stay compliant with regulatory requirements. By providing tools for managing and tracking compliance-related tasks, legal case management software helps you minimise the risk of non-compliance and avoid costly penalties.

5. Client satisfaction 

Law practice management software can improve the delivery of better service to your clients. By providing clients with real-time access to case-related information, legal case management software helps to improve communication and build trust between you and your clients.

Top 20 list of Legal case management software 

We’ve compiled a list of the 20 best legal case management software solutions to help your law firm streamline its workflows and boost productivity.

1. Clio

With the most five-star reviews and the top-ranked position, Clio is a clear winner in the market.

But it’s not just hype. Clio offers a comprehensive suite of tools that allows you to manage your law firm securely from any location. From matter management to billing contacts, Clio’s central hub ensures you have all your work in one place, ready to access at any time.

What’s more, Clio provides live demos to help you get started, making the onboarding process a breeze. And with a range of pricing plans available, there’s an option to suit every law firm, regardless of size or practice area.

However, some users complain Clio still lacks some of the features that are normally used by law firms, such as the pre-bill review.

Clio Website

2. Smokeball

Smokeball is equipped with collaborative tools that allow you to easily manage all legal matters from a single hub. Customising commonly used forms is a breeze with the software’s document automation feature. You can access up-to-date local forms with Smokeball’s extensive library of over 20,000 court documents.

That’s not all. Smokeball’s standout feature is its ability to track your billable hours across all programs without any additional clicks, making billing, e-filing, and collection a breeze.

Smokeball developers claimed the software is designed specifically for small firms in the United States practising in a variety of legal areas such as  Family Law or  Conveyancing. Nevertheless, it does not have all the required legal forms for each state. The software does not integrate directly with Google Suites but works fine with MS Office products.

Smokeball Website

3. CASEpeer

Are you a personal injury lawyer looking for a practice management solution that is tailored to your needs? Then CASEpeer is the one for you. This cloud-based software offers easy access to cases and reporting from anywhere, at any time, giving you complete control over your practice.

What really sets CASEpeer apart is its client-centric approach. With a suite of case and practice management tools, you can manage your cases and clients with ease, providing better service, faster outcomes, and ultimately, happier clients.

If you specialise in personal injury law, CASEpeer is the perfect software solution for you. Don’t settle for a one-size-fits-all practice management system if you can use specialised software like CASEpeer to streamline your practice today.

CASEpeer Website

4. Filevine

As a legal software solution, Filevine can help your team collaborate seamlessly and focus on what matters most. With Filevine, you can streamline your team’s processes and bring on new clients without worrying about task assignments, texting, and emailing.

Filevine adapts to how your team evolves, making it an ideal solution for legal teams that want to stay ahead of the curve. Unlike traditional free trials that waste your valuable time, Filevine offers a free, customised demo that showcases its full capabilities.

With unlimited data storage in the cloud and SOC 2 Type II certification, you can trust that your data is protected with the best security. Filevine is best suited for legal teams ranging from 2 to 900 users who want to grow and succeed, whether you’re a small firm or a large enterprise.

Filevine Website

5. BQE CORE Suite

The CORE platform comes with centralised management tools that facilitate the coordination of your front and back-office operations. It seamlessly integrates the various components of your legal practice, including case and document management, billing and invoicing. 

This allows you to manage your workflow while providing excellent service to your clients.

Nevertheless, CORE Legal isn’t simply another practice management solution. It’s a platform that harnesses the power of business and artificial intelligence, providing an intuitive user interface that lets you enter data quickly and get real-time updates on your workflow. It also has monitoring and delegation features that ensure assignments are completed on time, CORE Legal can help you improve efficiency and increase profitability.

And it’s not just for lawyers. CORE Legal’s cloud practice solution is perfect for a range of professionals across industries like architecture, engineering, consulting, accounting, and interior and industrial design. Whether you’re a small or large firm, CORE Legal can help you streamline your operations, improve collaboration, and boost productivity.

As for drawbacks, some users are clamouring for a feature that will allow them to customise their own invoice templates.

BQE CORE Suite Website

6. PracticePanther Legal Software

PracticePanther is a law practice management software that’s trusted by thousands of law firms worldwide. This cloud-based software lets you streamline your workflows, automate your tasks, and never miss a deadline. With its user-friendly interface, you can track your billable time and expenses seamlessly and get paid faster, all while working from anywhere, on any device.

The best part? You can try PracticePanther for free, with no credit card required. Whether you’re a solo practitioner or a large law firm, PracticePanther can help you save time and increase your bottom line. If you’re a modern lawyer looking for simple, effective software that just works, give PracticePanther a try.

7. MyCase

MyCase is an all-in-one law practice management solution that has won the hearts of its users. This impressive software is designed to help law firms of all sizes run their operations more efficiently while improving the client experience. 

With MyCase, you can streamline a range of processes in one convenient and easy-to-use solution, including lead management, client management, case management, eSignatures, billing, and payments. Plus, with cloud-based access, you can manage your work from anywhere, giving you ultimate flexibility.

One of the standout features of MyCase is its ability to cater to law firms of all sizes, making it an ideal solution for solo practitioners and large enterprises alike. With MyCase, you can simplify your practice management tasks, including case management, document management, contact management, time tracking, billing, and invoicing. 

The best part is you can try MyCase for free, with no credit card required.

MyCase Website

8. eWay-CRM

eWay CRM is a customer relationship management (CRM) solution specifically tailored to meet the needs of lawyers, with seamless integration with Microsoft Outlook.

eWay CRM is an Outlook plugin that helps you manage clients and cases from the convenience of your inbox, whether you’re in the office or on the go. No more repetitive tasks with workflow automation, and stay on top of your time tracking and form customization.

Both mobile and web apps are intuitive, allowing you to stay connected with your work from anywhere while organising emails and meetings automatically per project.

Some users, however, would like the software to improve its integration with MS Office products.

eWay-CRM Website

9. CosmoLex

CosmoLex is a cloud-based law practice management software used by thousands of legal professionals across the globe. It sets itself apart from other solutions by seamlessly integrating legal accounting with practice management, making it a one-stop shop for all your legal needs. 

With CosmoLex, you can keep your accounting and billing records in compliance with legal regulations without the need for a separate system or QuickBooks.

In addition, CosmoLex comes with built-in LawPay credit card processing, eliminating the need for a fixed monthly fee. You can access your CosmoLex Cloud account anytime, anywhere, using any device, making it the perfect solution for legal professionals who are always on the move.

CosmoLex Website

10. Canopy

Canopy’s user-friendly suite of tools is designed to help you manage cases, organise client documents, and streamline time-consuming processes. No more hours of tedious administrative tasks, giving you more time to assist your clients. 

Ideal for mid-size firms, Canopy’s all-in-one platform allows you to easily organise your team, workload, and clients, all in one convenient location. Unfortunately, some users complained Canopy lacks some essential features, such as its inability to export a sorted contact list.

11. Bill4Time

Say goodbye to time-consuming invoicing, billing, and other administrative tasks with Bill4Time – the ultimate practice management tool. Designed with custom templates, document and task management workflows, and a cloud-based network, Bill4Time is a secure and reliable solution that streamlines your legal practice.

Worried about transparency and compliance? With its trust accounting feature and IOLTA reconciliation, Bill4Time ensures you meet all your legal requirements. The software offers flexible integration and white-glove data migration from your existing practice management, so you can focus on serving your clients with peace of mind.

Regardless if you’re at the office or on the go, it accurately tracks your time and expenses on any device, anywhere, anytime with Bill4Time’s mobile and cloud-based access. Plus, enjoy the best-in-class customer support that comes with the software.

Bill4Time Website

12. Tabs3

Tabs3 Software is a leading provider that offers top-of-the-line software with advanced performance, flexible work-anywhere functionality, and robust security features.

The Tabs3 Connect mobile platform allows you to stay connected no matter where you are, and with a U.S.-based support team, you’ll always have the assistance you need. The dashboard is easy to read and will help you stay informed and productive, ensuring faster payments for your legal services.

Whether you’re a solo practitioner or part of a mid-sized law firm, Tabs3 Software is the perfect solution for legal professionals who demand user-friendly, secure, and reliable legal billing and practice management software.

TABS3 Website

13. CARET Legal

Do you need an all-in-one legal practice management solution that can help you streamline your work and boost revenue? Why not try CARET Legal (formerly known as Zola Suite)? With its comprehensive suite of tools, CARET Legal makes it easy for legal professionals to manage everything from client intake to matter management and back-office reporting, all from one place.

Designed specifically for legal professionals, CARET Legal offers a range of benefits, including increased accuracy, enhanced teamwork, and faster revenue collection. It’s the perfect choice for small to mid-sized law firms looking to scale up their practice and improve client experience.

With flexible subscription packages to suit every need, CARET Legal is a top-notch solution for your legal profession. This system can streamline your work and increase your billable time. 

Mac users, however, are still waiting for the software developer to include full Mac integration, just like the PC versions.


14. LeanLaw

LeanLaw is a top-rated legal billing software that streamlines your firm’s workflow, allowing you to connect timekeeping with billing through QuickBooks Online. It is the ideal solution for small to mid-sized law firms looking to automate their processes and eliminate manual workarounds. 

With real-time, two-way sync, LeanLaw ensures that your books are always up to date, providing precise reports on profitability, trust balances, compensation, and more. They also offer turn-key solutions and can assist your firm with migrating from existing tools.

LeanLaw is specifically designed for small to mid-sized law firms that want to modernize their legal billing workflow by adopting QuickBooks.

LeanLaw Website

15. SmartAdvocate

SmartAdvocate is a case management solution that was initially designed for personal injury and mass tort litigation practices. Today, it is used by a wide range of litigation firms across the United States, Canada, and beyond. 

With its browser-based platform, SmartAdvocate offers cloud and server-based versions to cater to the specific needs of law firms. In addition, its mobile app provides you with the flexibility to access their cases from virtually anywhere.

SmartAdvocate is an ideal choice for litigation firms seeking a fully integrated case management system, regardless of their size or location.

SmartAdvocate Website

16. Docketwise

As a top-rated immigration software and case management system, Docketwise has transformed the way immigration lawyers handle their cases. With intelligent questionnaires that generate complete immigration applications based on simple answers, Docketwise streamlines the process and saves valuable time. 

The platform also includes a  suite of case management features, such as invoicing, calendaring, messaging, task management, and case tracking. Trusted by thousands of law firms, Docketwise is the ideal choice for immigration attorneys.

Nevertheless, some users complained that it’s not user-friendly enough and see the price as a bit steep compared to its offerings

17. MerusCase

MerusCase is a game-changer in the legal software industry. It provides a unique, guided experience tailored to specific law types and powered by the fastest cloud-based technology. MerusCase is the only cloud-based system that ensures total HIPAA compliance while offering integrated document automation, time tracking, billing, calendar, email, and case management features. With MerusCase, you can manage your practice from any device globally and enjoy near-perfect uptime with 99.9% availability.

MerusCase caters to both large and small legal enterprises. It’s the only cloud-based application that can handle complex legal environments while also providing affordable, cutting-edge technology to growing firms.

18. uLawPractice

uLaw is an innovative cloud-based Legal Accounting and Practice Management software catering to the needs of solo practitioners and small law firms. With uLaw, you can easily manage trust and general accounting, automate your court forms, and access powerful analytics to run your practice efficiently. 

This user-friendly platform provides seamless access from any device, anywhere and anytime, allowing you to stay compliant with Law Society regulations while saving valuable time and money.

However, the software doesn’t allow you to upload your own customised letter template.


19. CoCounselor

CoCounselor is a cloud-based law practice management software created by plaintiff lawyers for plaintiff lawyers. It offers more than just a case management system – it’s a complete firm management solution. 

With CoCounselor, you can easily manage your marketing campaigns, track your case acquisition costs, and generate insightful reports effortlessly. You can access your files from anywhere and on any device. If you are a plaintiff attorney specializing in personal injury, workers’ compensation, sexual harassment, criminal, or mass torts, CoCounselor is the only software you need to streamline your practice and serve your clients better.

It’s best for Plaintiff Attorneys specializing in personal injury, workers’ compensation, sexual harassment, criminal, or mass torts.


20. App4Legal

App4Legal features a modular and intuitive design which allows you to customise it based on the needs of your law firm regardless of its size. 

One of its most impressive features is its flexibility. The software is:

  • jurisdiction and infrastructure agnostic 
  • Available on cloud or private servers

In addition, the software is enterprise and open to integrating with third-party systems, providing customisation capabilities. 

Whether you’re looking to streamline your legal operations, improve productivity or enhance productivity. App4Legal can help your legal team achieve these goals.

App4Legal Website

Legal case management software can help with various tasks such as:

  • Document management: store and organise your documents, making it easy to find the information you need when you need it.
  • Time tracking: track the time you spend on each case, which can be helpful for accurate billing.
  • Communication: increase the efficiency of your communication with clients and other stakeholders, such as opposing counsel.
  • Billing:  automate your client billings for your services.
  • Reporting:  generate reports on your cases and clients, which can be helpful for tracking performance and strategic decision-making.

There are many different options available, so it is important to choose one that meets the specific needs of your law firm. Some factors to consider when choosing a suitable system include:

  • The size of your law firm: Not all solutions are designed for small law firms. Some  are designed for large law firms.
  • The type of law you practise: Specific solutions can be tailored to specific types of law, such as personal injury law or family law.
  • Your budget: Solutions can range in price from free to thousands of dollars per month.

Once you have chosen the specific solution, it is important to train your staff on how to use it. The software can be a valuable tool for your law firm, but it is only effective if your staff have the training and understanding to make the most of it.

Here are some additional benefits of using legal case management software:

  • Increased efficiency:  Helps you streamline your operations and improve efficiency. This can free up more time to focus on providing legal services to their clients.
  • Improved client service:  You can provide better service to your clients by keeping them informed about the status of their cases and making it easy for them to communicate with their lawyers.
  • Enhanced security:  Your case management software should provide protection for your client’s confidential information.
  • Reduced costs: By automating tasks such as document management and time tracking, you can reduce your operational costs.

Legal case management software can be a game-changer for law firms of all sizes. It streamlines your workflows, increases efficiency, improves communication, and ultimately leads to better client service and increased revenue. 

Your law firm can also benefit from effective marketing strategies to attract new clients and grow our business. At Kinetic Traffic, we specialise in helping law firms improve their online presence through search engine optimization (SEO) and Google Ads. 

By combining the power of legal case management software with effective digital marketing strategies, your law firm can optimise its operations and achieve long-term success in the competitive legal industry.

Lead your law firm towards the best results.

Get in touch with our team and let’s talk about your marketing needs.

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