Case Management Software for Investigators

Legal Files offers the built-in flexibility and customization tools to handle a wide variety of investigative matters including compliance, ethics, fraud, human resources, internal affairs, labor relations and public safety. Providing significant technological advantages to investigators, Legal Files increases efficiency by helping users leverage accumulated knowledge across different investigations, departments and locations.

Legal Files investigative case management system is user friendly, flexible and reliable software. Backed by outstanding in-house customer support, Legal Files provides the tools you need to operate more efficiently, improve collaboration, and keep your investigations moving forward.

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Features of Investigation Case Management Software

For investigators, Legal Files helps you quickly capture and easily retrieve key case information, provides built-in tools to generate high-quality client and stakeholder reports, and saves the time and money spent on routine, administrative functions.

  • Robust investigation case management features
    • Robust investigation case management features
    • One, centralized system to manage cases, documents, contacts and emails
    • Customizable menus and fields to track all kinds of data for all types of cases
    • Anytime, anywhere access via the Web
    • Mobile app for the iPad® and iPhone®
    • Case Summary View
    • Link or cross-reference related cases
    • File security and Private Files functionality
    • Microsoft Office (including Microsoft Outlook) & Gmail integrations
    • Easy access to both open & closed cases
    • Comprehensive contact management, including current and past interactions
    • To-do’s, reminders and alerts with automatic notification
    • Phone logs & mail logs
    • Time capturing tools and activity log
    • Cost/expense tracking
    • Task and deadline management, including alerts
    • Extensive reporting capability
    • Built-in document assembly/document management, plus document text searching
    • Team management
    • Ability to collaborate in real time with team members and share access, as needed
    • Up-to-date info to all team members – regardless of location
    • Automated task scheduling and delegation
    • User management & assignment tracking
    • User Assignment & Reassignment Wizard
  • Robust investigation case management features
  • One, centralized system to manage cases, documents, contacts and emails
  • Customizable menus and fields to track all kinds of data for all types of cases
  • Anytime, anywhere access via the Web
  • Mobile app for the iPad® and iPhone®
  • Case Summary View
  • Link or cross-reference related cases
  • File security and Private Files functionality
  • Microsoft Office (including Microsoft Outlook) & Gmail integrations
  • Easy access to both open & closed cases
  • Comprehensive contact management, including current and past interactions
  • To-do’s, reminders and alerts with automatic notification
  • Phone logs & mail logs
  • Time capturing tools and activity log
  • Cost/expense tracking
  • Task and deadline management, including alerts
  • Extensive reporting capability
  • Built-in document assembly/document management, plus document text searching
  • Team management
  • Ability to collaborate in real time with team members and share access, as needed
  • Up-to-date info to all team members – regardless of location
  • Automated task scheduling and delegation
  • User management & assignment tracking
  • User Assignment & Reassignment Wizard

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.

No need to rely on IT.

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

Open cases in a snap.

Relate parties to a file, assign or reassign users, create teams, and more all from the same screen.

Stay current with Manage My Day.

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

Access to Legal Files anywhere, anytime.

Support a virtual office with access to your Legal Files information –at home or on the road.

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Track your time — automatically or manually.

Set a timer to automatically begin recording time when a file is opened, or use the activity log.

Never worry about keeping clients informed.

One-button access to key information, built-in reports and quick print features provide professional and comprehensive status reports at any time.

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