The introduction of case management software is a great innovation in the legal profession. Before, lawyers had to combine the arduous task of manually managing client data with their legal duties. This case management process is costly, tricky, and sometimes inefficient, especially for law firms dealing with massive sensitive cases and client data. Many legal firms turn to legal case management software for a quick, affordable, and effective solution.
Case management software assists law firms handle case client data and other business aspects more effectively, allowing lawyers to focus on their primary duties. So, as a legal professional looking to automate your firm’s case management process and positively impact your firm’s workflow, you will find this article helpful. This article takes a critical look at the best case management software currently available in the market.
Top 12 Best Case Management Software You Should Consider
- Clio
- PracticePanther Legal Software
- MyCase
- Zola Suite
- Rocket Matter
- Jubilee
- CosmoLex
- Smokeball
- Amicus Attorney
- HoudiniEsq
- Firm Central
- Prevail Case Management
#1 Clio
Price: $39 per user per month
Clio is a cloud-based legal practice management software designed to serve legal firms of any size. Clio offers law firms complete legal management tools and features. These features help ensure the effective organizing of your clients’ case details and create a better workflow. Additionally, the solution easily tracks your billable hours, share documents, set schedules, create invoices, and process payment. Clio software is intuitive, enabling you to manage client’s information as well as case properly. It also helps you track time, appointment, scheduling, and reporting. The software also provides you access to massive legal resources with its integration with Fastcase. Clio can also be integrated with 200 other business-related apps making it a robust platform,
Pros | Cons |
| User-friendly Interface | Lack ability to customize report |
| Allows seamless case data management | Need to improve collaboration features with other apps |
| Robust integration with top apps | |
| Flexible device compatibility | |
| Streamline scheduling |
#2 PracticePanther Legal Software
Price: $39 – $79 per user/ month
PracticePanther is another top-rated legal management software. It is popular for its simplicity and incredible legal management capabilities. The software comes with robust CRM and case management modules that help you manage contacts and track everything effectively. PracticePanther also offers you features for scheduling, billing, payment processing, and expense management. Your case and client’s data security is guaranteed on PracticePanther. The system is highly secure, customizable, well-encrypted security automatically backup your data in real-time. Ultimately, PracticePanther offers users top-notch dedicated support teams and helpful tutorial visuals to walk you through any challenges you may encounter while using the software.
Pros | Cons |
| Outstanding legal management and CRM features | Can’t start and stop multiple timers in the mobile app |
| Reliable security | Doesn’t allow client to make partial payment to an invoice |
| Constant addition of new features | |
| Allows file storage in different formats | |
| Support use on mobile devices |
#3 My Case
Price: $49 per user/ month (billed annually)
$59 per user/month (billed monthly
If your legal firm needs powerful yet cost-effective software with a mobile application option, you might want to consider MyCase. It allows you to manage your case correctly, client data, schedule, and stay updated while on the go. MyCase offers to assist your law firm to track billable hours, create invoices, and scheduling efficiently. MyCase makes your case management and documentation a whole lot easier. Fortunately, the solution has robust features that require no technical knowledge to utilize. These features are apt for contemporary legal practice. The platform enhances you to manage vital case information and contact properly. The solution message encryption makes it easy for you to send secure messages to your clients. Further, My Case allows you to create professional invoices quickly and other financial activities.
Pros | Cons |
| Comprehensive features sets | Needs improved API integration with other services |
| User-friendly interface and easy to use | Doesn’t allow automated billing clients |
| Supports use on your mobile devices | |
| Bank-grade security | |
| Facilitates easy communication | |
| Excellent client and case management tools |
#4 Rocket Matter
Price: $25 per month per user
Rocket Matter is a strictly cloud-based legal management software. It is one of the forerunners in legal case management solutions. Efficiency and security set it apart from other solutions in the market. Some of its distinguishing features are its time management tools and integration options. It has a stopwatch that tracks your billable hours, and the system can be integrated with any major email, calendar, or accounting software. Rocket Matter helps you efficiently handle your billing process, client management case management, and document management. The solution allows you to manage your firm from anywhere. To top it, Rocket Matter allows you to store crucial documents in a place.
Pros | Cons |
| Full-featured solution | Some of the major integration requires subscription |
| Integration with top business solutions | Difficult to pull reports that are not a standard part of RM package |
| User-friendly Interface | |
| Amazing stop watching feature | |
| Made email organization a lot easier |
#5 Zola Suite
Price: $59 per user per month
Zola Suite is a cloud-based software with several desirable case management features. It has a smooth and attractive interface that fosters ease of use. It is ideal for a solo legal professional or small and mid-sized law firms. It offers a wide range of features that enhances easy collaboration and smooth workflow. Zola is the only cloud-based case management software that comes with genuine built-in email, comprehensive legal accounting, and billing and trust. Zola Suite allows you stored information on a unified dashboard accessible to you and your clients for quality matter management.
Pros | Cons |
| Unlimited cloud storage | Complex process involved in activating full subscription |
| Excellent matter management feature | Unable to customize the CRM/sales process stage |
| Secured document storage | |
| Outstanding calendar management tools | |
| Fosters effective collaboration | |
| Offers free trial |
#6 Jubilee
Price: $20 per user per month
Jubilee is a cloud-based solution built with a small law firm in mind. It provides hand-down features that help your law firm streamline the litigation lifecycle from filing to generating an electronic invoice. It comes with a case management module that enables you to upload, store and share sensitive legal documents with colleagues or clients and create tasks using in-built workflow templates. With Jubilee, you can automate recurring billing operations by setting up payment accounts for clients and accepting remittance through processing methods like ACH network, debit, and credit cards. Jubilee has an API that lets you integrate the system with several third-party platforms like Nation Data Center, PracticePanther, and more.
Pros | Cons |
| Affordable case management solution | Lacks flash doc Requires document automation capability |
| Accessible from anywhere | |
| Responsive customer support | |
| Constant update and addition of new features |
#7 CosmoLex
Price: $79 per user per month
CosmoLex is a legal case management solution designed to efficiently assist small law firms and private practitioners in managing their business. CosmoLew provides awesome features and tools for effective management of billing, business accounting, timekeeping, scheduling, and documentation. With CosmoLex Secure Client Portal makes you can organize and store all client information and case documents online. Further, CosmoLex comes with it a special legal accounting tool. The accounting tool works well with legal time and law practice management. The system has a navigable and user-friendly interface. Being cloud-based saves you the cost of maintenance and worries about update and storage
Pros | Cons |
| Excellent automated billing features | Lack of integration options |
| Well-secured client portal | Inability to make a bulk deposit at a time |
| Intuitive, user-friendly billing and timekeeping interface | |
| Built-in accounting features | |
| Helpful support team |
#8 Smokeball
Price:Available Upon Request
Smokeball is a powerful alternative to PantherPractice. This solution is restrictive to legal firms, but it offers some of the best legal case management features. It is completely cloud-based and allows you to manage everything in one place. Smokeball offers you all the wherewithal to run a paperless, productive, and profitable law firm. Smokeball has fantastic time tracking, email, contact, and document management capabilities. Its over 14,000 forms and incredible integration with MS Word and Outlook let you manage your firm with ease and utmost consistency. Moreso enables you to set up automatic reminders for litigation matters, Statutes of Limitations, renewal of Power of Attorney, and other files with repetitive tasks. Smokeball Android and iOS apps allow you to access and manage your firm’s activities while on the go.
Pros | Cons |
| Ability to create new templates add to library | It’s quite expensive |
| Easy to use | Load slowly sometimes when documents are populating |
| Unlimited access to file from anywhere | |
| Ability to e-file directly from the matter | |
| Tasks and daily digest pane features for easy task management |
#9 Amicus Attorney
Price: $69 per user per month
Amicus Attorney is an easy-to-use legal case management solution. It helps you track and invoice billable time, automate essential documents, and provide easy access to all your clients and case files. The system lets you work from your desktop or in the private cloud from anywhere. Some of the critical features and built-in tools it offers to include matter management, client management, document management, and document automation. The solution lets you put your cases into automated workflows, assign follow-up activities to law firm staff, and track the status and progress of cases together with all associated activities. It also provides you a calendaring system and basic task management. It can be integrated with HotDog, QuickBooks, Gmail, Outlook, and other applications. Amicus Attorney ideal for managing bankruptcy cases.
Pros | Cons |
| Access to all information in a place | Support not too helpful |
| Effective case matter management | Offer no free trial and freemium version |
| Court rules-based calendaring | |
| Excellent deadline and appointment tracking | |
| Effective document automation |
#10 HoudiniEsq
Price: $240 per user per year
HoudiniEsq is a law practice software with incredible legal case management features. Additional to case management, HoudiniEsq offers legal firms of all sizes functionalities to manage business routines like billing, invoicing, and several other workflows. You can either be deployed the solution on-premise or hosted in the cloud. Some HoudiniEsq notable features include time tracking, case and matter management, text indexed document management, email management, workflow automation, calendaring, and alerts. HoudiniEsq is a customizable solution that lets you classify legal specialties like corporate, criminal, bankruptcy, estate planning, litigation, government, and more. Finally, HoudiniEsq allows integration with third-party applications like QuickBooks, Acrobat, Word, Outlook, Excel, WordPerfect, OpenOffice, SoftFile, LibreOffice, Google, CalendarRules, and more.
Pros | Cons |
| Easy and effective tracking | Doesn’t have Android and iOS apps |
| Work both on Mac and PC | Lacks effective document assembly system |
| Pocket-friendly price | |
| Easy to use, save IT costs |
#11 Firm Central
Price: $40 per user, per month
Firm Central is a cloud-based solution built to assist growing law firms and private practitioners with features and tools to handle their firm’s entire management process efficiently. The solution provides you requisite features and tools to manage matters effectively as wel as your schedule, billable hours, invoice, and stay updated about your firm always. The solution makes your day-to-day operations more simplified, error-free, and less time-consuming. Firm Central can be integrated with Westlaw Form Builder to build, personalize, and save different legal data and files. Firm Central also affords one of the best security features for safekeeping and accessibility of your firm’s legal data.
Pros | Cons |
| reduced risk of legal calendaring errors | Less integration options with other third-party apps |
| easy management of court deadlines | Need for more flexibility in terms of layout |
| Accurate expense and time tracking | |
| quick creation of accurate invoice | |
| Maximum security of processed data |
#12 Prevail Case Management (top 5)
Price: &49.95 per user per month
This is a powerful legal case management software developed to streamline your law firm’s daily operations. The solution is ideal for just any type of law. Prevail offers you tools that are tightly integrated. This allows you to do multiple things at once on the platform. Prevail therefore saves you a lot of time. Prevail also enables automated intake, customizable workflow, document merge, reporting, and dashboard analytics. This keeps your firm running efficiently, allowing you to handle more cases in less time. Prevail integrates its calendar with your matters, deadlines, and triggering statute dates.
Similarly, to keep you updated about scheduling from anywhere, Prevail synchronizes your appointments bi-directionally with Outlook. Prevail is also integrated with Outlook email to compose emails from the matter and attach emails to a matter. Finally, you can alert your client about case status change with Prevail’s automatic SMS/Text feature.
Pros | Cons |
| Enables lawyers to stay organized and handle more cases | need to add more tabs for SSA clients |
| Seamless integration | No free trial and free version |
| Ease of use and ability to keep of all information | |
| Enables effective case management | |
| Great customer service |
FAQs
What is legal case management software?
Legal case management software helps law firms automate their routine workflows, including calendaring, viewing tasks, tracking, and billable time. This enhances law firms increase efficiency and maximize revenue. Legal case management software can be a stand-alone solution or a part of a larger practice management platform. So, case management functionality would be offered with others functionalities such as legal billing applications or legal document management applications.
What are the standard functionalities of case management software?
Case management software functionalities include a centralized database, calendar, client portal, conflict checking, and access to the online legal research base.
What are the factors to consider before purchasing case management software?
To select the right case management software for your firm, some factors to consider are integration options, security capacity, and deployment options (whether cloud-based or on-premise, or both). You to also consider your budget and the compatibility of the solution with your law firm specialization.