Legal Case Management

Effortlessly manage your case data and documents

Gain a competitive edge by delivering exceptional service with seamless collaboration across your practice and powerful tools to ensure every deadline is met.

  • Timeline of activities, meetings, deadlines, appearances
  • Calendar of events and appearances, synchronized with Outlook
  • Case contacts including plaintiff, defendant, opposing counsel
  • Documents filed on case for quick reference
  • Supports worldwide Trademarks and Intellectual Property
  • Financial details including timesheets, expenses, invoices, payments
  • Multiple billing options by time, by budget by court pricing schemes
  • Resource Planning and budgeting
  • Get unique insights on how your office is performing
  • Track utilisation, collections, revenues per customer or case type

Everything in one easy-access record

A complete, consolidated view of everything you need to manage your case effectively—case details, contacts (including opposing counsel, Plaintiff, and Defendant), all documents and correspondence, resources, budget, financials, and time tracking—all in one place.

Get organised never miss deadlines

Track all key dates—meetings, appearances, document deadlines, filings, and responses — in a centralized calendar, fully synchronized with Outlook. In addition, export all dates into a reportable timeline for client reporting.

Quickly file, retrieve and generate documents

Effortlessly file and retrieve case documents with features like automatic email filing, quick document creation from templates (including Civil Procedure Forms), inline editing, version control, and approval workflows to efficiently manage ongoing case documentation.

Simplify Invoicing and improve financial control

Set your budget and billing criteria for each case, bill by time (including blended hourly rates and payment plans), and monitor profitability by comparing invoices with payments and time records.

Delivers what you need for your practice and your clients all in one place