Law Firm Case Management Solutions

"Big Picture" Law Practice Case Management

Designed from a practice management prospective, our Case Management Software for Law Firms helps you see the big picture. Need to quickly determine caseloads, or know the status of a particular case? Legal Files’ Management Dashboards provide a quick summary so you’ll know, at a glance, the health of your entire firm. Need more than just a quick look? Run critical reports and obtain accurate statistics to pinpoint concerns before they become problems. Offering significant strategic advantages, Legal Files helps you compete and succeed in today’s legal marketplace.

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Liggio Law Jeff Liggio, Partner

Successfully using Legal Files since 1999

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.

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What Our Customers Say

Halley, Talbot, & Smithton Danny Talbot

"It's a great program." Danny Talbot discusses the challenges his firm faced when it wanted to replace an inefficient, homemade file management system and how Legal Files is...

The Mayerson Firm PLLC Marc Mayerson

“When you purchase case management software, one is not buying a box: one should be entering into a relationship with a company that is invested in your firm's...

Goldberg & Osborne Angela DiFabio

Angela DiFabio, district manager, discusses how her large, statewide personal injury firm uses Legal Files to more efficiently manage a practice with nearly 200 attorneys and staff members...

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