Agency Case Management Software

Agency Case Management Solutions

Agency case management software is an essential tool that can help you to remain dynamic, productive, versatile and insightful, despite the constant complexity and assorted challenges that the legal departments of modern companies have to contend with. Among other things, agency case management software allows your organization to store and track all client data in one central location, and this often confers remarkable benefits when it comes to the ability to streamline operations.

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Legal Aid of North Carolina Gray Wilson

“Legal Files is far more than just a way to store data.”

Features of the Agency Case Management Software

Benefits of Legal Files’ agency case management software

Number 1
Here are just a few of the benefits you can expect to enjoy when you start using Legal Files’ agency case management software.
It becomes extremely easy to stay current
By using the “Manage My Day” dashboard, you can quickly and easily see reminders about what you need to complete on a given day.
You get to benefit from a calendar that covers all bases
The integrated calendar that comes with our software allows you to select multiple views, avoid scheduling conflicts, and track deadlines and key dates — all in one place, and with little in the way of excess complexity.
Your workflow can be greatly streamlined with our document assembly features
With the document assembly feature, you can quickly create stylish, technically appropriate, and relevant documents in just a few clicks.
A virtual office is a real possibility
With Legal Files, you can access your data from any location, whether in the office, at home, or while out and about travelling. It’s never been easier to establish and run a virtual office.

At the same time, data can be hosted either on premises, or in the Cloud, depending on what works best for you.

Here are just a few of the benefits you can expect to enjoy when you start using Legal Files’ agency case management software.

By using the “Manage My Day” dashboard, you can quickly and easily see reminders about what you need to complete on a given day.

The integrated calendar that comes with our software allows you to select multiple views, avoid scheduling conflicts, and track deadlines and key dates — all in one place, and with little in the way of excess complexity.

With the document assembly feature, you can quickly create stylish, technically appropriate, and relevant documents in just a few clicks.

With Legal Files, you can access your data from any location, whether in the office, at home, or while out and about travelling. It’s never been easier to establish and run a virtual office.

At the same time, data can be hosted either on premises, or in the Cloud, depending on what works best for you.

Next-Generation Benefits

From easily customizing the platform to managing expenses to accessing your dashboard wherever you are, Legal Files is there to support your day every step of the way.

Track all your claims.

Keep track of claims and have nearly instant access to all the necessary details: date and place of the loss, policy limits & reserves, filing information and more.

Multiple deployment options to meet your needs.

Host your data on premises or in the Cloud, whichever works best for your office.

Set your own rules.

Build workflows, assign tasks, set deadlines or send emails at any stage of a case.

Improve client relationships.

ontacts are stored in one centralized location, making sure everyone has access to the most current information. Easily determine relationships and involvements with any case.

Stay current with Manage My Day.

Your own customized dashboard with reminders, messages, alerts and more.

Track all your items.

Keep track of the details of any item (vehicles, dwellings, etc.) involved with a claim; an invaluable feature with subrogrations.

Create a pleadings index automatically.

Easily track dates, deadlines, responses and what method of service was used.

Document management features make access a breeze.

Centralize your document store. Create your desired folder structure. Easily search for and retrieve any document you’ve created or attached to a file.

Extensive document assembly features make your day easier.

Quickly create new documents by tapping into the document assembly feature.

No need to rely on IT.

Non-technical tools empower key staff to meet current and future requirements.

Build a more powerful organization.

Reporting features work across different locations. And, our Enterprise solution provides the flexibility needed to use corporate resources with minimal effort and still function as an independent entity.

Manage that email mess!

Save emails and attachments to your case. Keep your inbox uncluttered. Make future retrieval a breeze.

WHAT OUR CUSTOMERS SAY

Crystal Clean Samantha Corso | Legal Operations Manager

“We all use Legal Files for different things, and yet it meets all of our needs.”

Wagner McLaughlin, P.A. Bill Wagner

Past president of ATLA (now the American Association for Justice) Bill Wagner talks about how he and his firm have used Legal Files to manage all aspects of…