Legal case management software built for law firms, notaries and in-house legal teams. A legal matter is more than a folder of documents: parties, deadlines, tasks, correspondence, time and finances together determine where a matter stands. We build matter management software that gives you that overview, set up around the workflows of your practice.
- No missed deadlines: deadlines calculated and monitored automatically, with alerts and escalation.
- Conflict check on opening: new clients and opposing parties checked instantly against every existing relationship.
- Everything in the matter: documents, emails, notes, tasks and time in one searchable place.
- Permissions per matter: only the people working on a matter can see it.
What Good Case Management Software Does
Matter structure per matter type. Each matter type gets its own fields, tasks and documents. A debt collection matter looks different from an M&A deal or an employment case, and the software follows that.
Deadlines and tasks. A missed deadline can have serious consequences. The software calculates deadlines from a trigger date, such as service or judgment, assigns them to the responsible person and escalates when nothing happens.
Parties and conflict checks. Clients, opposing parties, counsel, courts and experts in one relationship database. Conflicts of interest are checked automatically when a matter is opened, and client due diligence can be recorded.
Documents and templates. Letters, agreements and court documents are drafted from templates with matter data already filled in. Every version is kept. See also document automation.
Correspondence. Emails from Outlook are filed to the right matter in one click, as are call notes and meeting minutes.
Time recording. Time per matter and activity, as the basis for billing and management information. See legal billing software.
Workflows. Recurring steps are automated: when step A is done, step B starts, with branches depending on the matter.
Client portal. Clients can follow progress, share documents and sign digitally, for example through DocuSign.
For Every Legal Practice
- Litigation: court documents, hearing dates and deadlines per court.
- Corporate: transactions with closing checklists, parties and document versions.
- Employment: matters with short deadlines and lots of correspondence.
- Notaries: deeds, client due diligence and fixed steps per transaction type.
- In-house legal teams: internal matters and advice requests, with time tracked for capacity planning rather than billing, and a link to contract management.
Integrations
Document management such as SharePoint or iManage, email via Outlook or Gmail, collaboration via Microsoft Teams, and accounting via Exact Online, AFAS or Twinfield. If you already use a practice management package with an API, we can build on top of it.
How We Build Your Case Management Software
- Discovery. We discuss your matter types, deadlines, documents and systems. We sign a non-disclosure agreement upfront on request.
- Design. Matter structure, permissions and integrations in a design you review before development starts.
- Short development sprints. With a staging environment your staff can follow along in.
- Migration and rollout. Moving open matters and relationships across, training staff.
- Operations. Hosting, security, updates and further development.
Frequently Asked Questions about Legal Case Management Software
How is this different from a standard practice management package?
A standard package works well when your way of working fits it. Custom software follows your own matter types, deadline rules, documents and integrations. Sometimes extending your existing package is the best route; we'll tell you honestly.
Can existing matters be migrated?
Yes. We migrate matters, relationships, documents and history from your current system, spreadsheets or network drive, and verify completeness together with you.
How is confidentiality ensured?
With permissions per matter and role, encrypted storage, a full audit trail and hosting in a location you choose, for example within the EU, in line with the GDPR.
Do we own the source code?
You can. Ownership of the source code is set out in the contract, and the code can be fully yours, including documentation and tests.
Looking for a broader overview? See our legal software development.