Features of the Case Management Software
Because many law firms can be very departmentalized, your own users can configure Legal Files, using non-technical tools built directly into the application, to meet the requirements of any practice group, office or location. What’s more, Legal Files is scalable, which means your organization will never outgrow Legal Files. Legal Files will be the last case management system you will ever have to license or learn.
Legal practice area case management- One central location for all case information related to each case
- Office-wide contact management, including conflict check wizard & duplicate checker
- Case document assembly and management, including document text searching
- Integration with Microsoft Office and Adobe Acrobat
- Drag & Drop Zone
- Pleadings index report
- Client update report
- File manager & case assignments
- File notes, including alerts
- Built-in tools to create a standardized process for handling specific types of cases
Firm management solutions- 90+ standard reports, including 25+ Management Dashboard reports
- Multiple location management
- Custom menus and screens
- Task delegation and assignment tracking
- Team management
- Email management (Outlook, IBM Notes or Google Mail)
- Phone messaging, mail tracking and message notification
- Mobile app for the iPad and iPhone
- Automatic time capturing tools, including accounting links
- Expense tracking
- Activity summary
- Workflow management
- Outcome tracking
- Time tracking
- File security
Calendars, event and task management- Calendars—firm-wide, group, individual
- Comprehensive in-box
- To-do’s, reminders and alerts with automatic notification
- Group and recurring scheduler
- Legal dates and deadlines calculator
- Time keeping and activity log
- Scheduling and docketing
- Court docketing
- Automated task scheduling
- Outlook calendar synch
- One central location for all case information related to each case
- Office-wide contact management, including conflict check wizard & duplicate checker
- Case document assembly and management, including document text searching
- Integration with Microsoft Office and Adobe Acrobat
- Drag & Drop Zone
- Pleadings index report
- Client update report
- File manager & case assignments
- File notes, including alerts
- Built-in tools to create a standardized process for handling specific types of cases
- 90+ standard reports, including 25+ Management Dashboard reports
- Multiple location management
- Custom menus and screens
- Task delegation and assignment tracking
- Team management
- Email management (Outlook, IBM Notes or Google Mail)
- Phone messaging, mail tracking and message notification
- Mobile app for the iPad and iPhone
- Automatic time capturing tools, including accounting links
- Expense tracking
- Activity summary
- Workflow management
- Outcome tracking
- Time tracking
- File security
- Calendars—firm-wide, group, individual
- Comprehensive in-box
- To-do’s, reminders and alerts with automatic notification
- Group and recurring scheduler
- Legal dates and deadlines calculator
- Time keeping and activity log
- Scheduling and docketing
- Court docketing
- Automated task scheduling
- Outlook calendar synch
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.
Improve client relationships.
Contacts are stored in one centralized location, making sure everyone has access to the most current information. Easily determine relationships and involvements with any case.
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.
Document assembly makes your day easier.
Automatically populate and create new documents using built-in tools.
Multiple deployment options to meet your needs.
Host your data on premises or in the Cloud, whichever works best for your office.
Need up-to-date information now?
Built-in reports, quick-print features and one-button access provide key data.
Open cases in a snap.
Relate parties to a file, assign or reassign users, create teams, and more all from the same screen.
Set your own rules.
Build workflows, assign tasks, set deadlines or send emails at any stage of a case.
Access to Legal Files anywhere, anytime.
Support a virtual office with access to your Legal Files information –at home or on the road.
No need to rely on IT.
Non-technical tools empower key staff to meet current and future requirements.
Leverage the team concept.
Quickly manage people as team members—as opposed to assigning people individually.
Manage that email mess!
Save emails and attachments to your case. Keep your inbox uncluttered. Make future retrieval a breeze.
Stay current with Manage My Day.
Your own customized dashboard with reminders, messages, alerts and more.
Rely on a calendar that does it all.
Track key dates & deadlines. Avoid scheduling conflicts. Choose from multiple views.
What Our Customers Say
Case Studies
Society of Counsel Representing Accused Persons
Halley, Talbot & Smithton
White
Papers
Case Management for the Medium to Large Law Firm
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