Preview
Fully-customizable, modern legal case and matter management software
Get real-time insight into your caseflow
Gain complete visibility into your firm’s ongoing cases, so you know exactly where each one stands. Follow caseflow with the help of detailed case histories and progress reports. Identify in advance the conflicts caused by hearing dates coinciding.
Store and retrieve case documents instantly
Upload all documents relevant to each case in a single place, so that you can access and retrieve them at any time. Separate and organize them by case, client, court, or type of dispute. You can also make use of the search feature in this legal case and matter management software to retrieve key information quickly.
Simplify legal case and matter management
Build your team’s to-do lists by creating calendar items and tasks, and configure the task’s life cycle to fit into your case’s flow. Meet case milestones by managing priorities, due dates, resources, and more. Automate your firm’s standardized practices so you never miss an important court deadline, and set up notifications for every update on litigation events.
Optimize legal client management
Add any number of clients and their identifiable data. Organize information in a structured way by classifying them into clients, opposing clients, and witnesses. Match each legal case accurately with the respective clients and quickly transform this legal matter management software into a legal CRM!
Simplify schedule management and billing
Manage lawyers, attorneys, and all other staff of your law firm, so that case assignments can happen in real time. Associate attorney details with case records for rapid identification and correlation. Track a lawyer’s billing hours and payment details to streamline invoice creation and drive profits. Synchronize case posting dates with corresponding courts and presiding judges, so attorneys can stay on top of their workload.
Centralize your firm’s legal case data
Comprehensive dashboards and visualizations built-in to this matter management software help you eliminate blind spots, with a bird's-eye view of your law firm’s work. Make informed forecasts about your business by evaluating cases won and closed by month. Keep track of what’s happening in your cases on the central calendar, where you can create appointments and view events relevant to specific cases.
More than just legal case and matter management software—it's a digitization platform
Customize
Our legal case management software is fully customizable, right out of the box. The drag-and-drop form builder, with guided scripting feature, allows you to add new functionality to your apps quickly. You can add modules to suit business requirements and implement changes driven by user feedback.
Go mobile
To accompany every app you build on a computer, there's a fully optimized native one waiting for you on your smartphone. Enjoy all of your legal matter management app's features, from any location, on any device. You get limitless business functionality at your fingertips, all on the go.
Integrate
Zoho Creator offers a wide range of prebuilt integrations, such as Workspace, Zapier, and Salesforce, making it easy for you to integrate your legal case management app with them. You can also integrate with online payment systems like PayPal, or inventory management software like SalesBinder, using APIs.