Complete case management, custom client portal, online payments, communication tools, time tracking, and billing functionalities, designed to enhance law firm efficiency.
Platforms that manage legal matters, track case progress, store documentation, and monitor outside counsel activities and expenses.
More Legal Case Management Software
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Case Creation and Assignment Ability to create new legal cases/matters and assign to internal users or outside counsel. |
Product website and reviews confirm robust case creation and assignment features for law firm users. | |
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Case Status Tracking Monitor the progress and current status of cases. |
MyCase prominently advertises real-time case status tracking as a key value proposition. | |
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Matter Categorization Classify cases by type, jurisdiction, priority, or other custom parameters. |
Matter categorization by legal area, client, and custom tags is mentioned in product documentation. | |
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Case Milestone Tracking Set and track key milestones and deadlines for each case. |
Milestone and deadline tracking is a standard capability of MyCase's calendaring and task tools. | |
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Custom Fields Ability to add user-defined metadata or information fields to cases. |
Supports custom fields for matters and cases, per support docs and user customizations. | |
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Search and Filter Advanced search and filtering by case attributes, status, or custom fields. |
MyCase features advanced search and filtering for cases by numerous attributes. | |
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Bulk Case Actions Perform actions (close, reassign, update) on multiple cases simultaneously. |
Bulk actions (e.g., closing, reassigning) on cases addressed in user interface guides. | |
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Linked Cases Link related cases for holistic review and management. |
No information available | |
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Case History Log Automatically maintain an audit log of all case activities and changes. |
Case activity/historical logging is available for compliance and traceability. | |
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Case Volume Capacity Maximum number of active cases the system can handle simultaneously. |
No information available | |
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Case Edit Speed Average time required to update or edit a case record. |
No information available |
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Central Document Repository All case documents are stored in a secure, centralized digital repository. |
Central document repository with secure storage and organization is a main MyCase feature. | |
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Document Tagging Assign tags or categories to documents for easier search and organization. |
Documents in MyCase can be tagged/categorized as described in support materials. | |
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Full-text Search Supports searching full document text, not just metadata or filenames. |
Supports full-text search of uploaded documents. | |
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Version Control Track revisions and enable rollback to previous versions of documents. |
No information available | |
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Optical Character Recognition (OCR) Convert scanned images and PDFs into searchable and editable text. |
OCR available, converting scanned PDFs/images to searchable documents per product updates. | |
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Bulk Upload/Download Upload or download multiple documents at once. |
Bulk upload/download supported for documents. | |
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Document Commenting Users can add comments or notes to documents. |
Document commenting is enabled for collaboration, as confirmed via product screenshots. | |
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Automated Document Retention Policies Configure document destruction or archival rules based on compliance needs. |
No information available | |
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eDiscovery Support Tools to support legal discovery processes and preserve documents for litigation. |
No information available | |
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Storage Capacity Maximum digital storage available for documents. |
No information available | |
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Upload Speed Average speed to upload a document to the system. |
No information available |
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Task Assignment Assign individual or recurring tasks to users or teams. |
Tasks can be assigned to specific users or teams, as per case/task management descriptions. | |
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Automated Reminders & Notifications Automatic emails or system alerts for pending actions, deadlines, or milestones. |
Automated reminders and notifications mentioned as integrated with the workflow. | |
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Workflow Builder Visual design tools for defining and automating multi-step legal processes. |
No information available | |
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Template-Based Task Creation Create tasks from predefined templates for consistency and efficiency. |
No information available | |
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Approval Workflows Route items for review and approval through configurable workflow steps. |
Configurable approval workflows for payments, invoices and certain document approvals. | |
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Escalation Triggers Automatically escalate overdue or critical tasks to supervisors. |
No information available | |
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Progress Tracking Track completion status of tasks and workflows. |
Task and workflow progress tracking is available to users and admins. | |
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Workflow Analytics Report on workflow bottlenecks, completion times, and performance. |
No information available | |
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Task Reassignment Speed Average time to reassign a task or workflow to another user. |
No information available |
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Audit Trail Record of all user activity and system actions for compliance. |
Audit trails provided for compliance, tracking all actions and edits. | |
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Role-Based Access Control Set granular permissions by user, team, or role for all system areas. |
Role-based access controls available at various levels (case, document, etc). | |
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Data Encryption (at rest/in transit) All data encrypted both when stored and when transmitted. |
No information available | |
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Single Sign-On (SSO) Supports authentication via organization’s centralized identity provider. |
Single sign-on with SAML/SSO available for enterprise clients per product pages. | |
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Two-Factor Authentication Optional or required two-step verification for all users. |
Two-factor authentication is available for all users. | |
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SOC 2/ISO 27001 Compliance Platform certified for major security and privacy standards. |
Not as far as we are aware.* No public mention of SOC 2 or ISO 27001 compliance; only general security best practices disclosed. | |
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Data Residency Options Ability to select data storage locations to meet local or regulatory requirements. |
No information available | |
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Automated Data Retention Schedules Configure policies for automatic data archival or deletion based on compliance. |
No information available | |
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Conflicts and Personal Identifiable Information (PII) Warnings System flags data with possible conflict or PII risks. |
System includes basic PII flagging/conflict alerts as part of compliance toolkit. |
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Email Integration Sync email correspondence with case records. |
Email synchronization with case records is a standard feature for client communication. | |
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Calendar Integration Synchronize task deadlines and events with external calendars (e.g., Outlook, Google). |
Deadlines and events sync with external calendars (Google, Outlook). | |
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eBilling Integration Exchange billing data with accounting or claims platforms. |
eBilling is supported and integrates with payments and accounting systems on MyCase. | |
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APIs for Third Party Access Standard APIs for inbound/outbound data interfacing with other systems. |
API access for third-party integrations documented for MyCase platform. | |
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Single Click Export/Import Effortlessly export or import data between systems. |
No information available | |
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Claims Management System Integration Connect legal case data directly to insurance claims platforms. |
No information available | |
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Document Management System Integration Integration with external enterprise DMS platforms (e.g., SharePoint, Box). |
Integrates with external DMS such as Dropbox and Google Drive. | |
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API Rate Limit Maximum number of API calls per minute/hour. |
No information available |
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Outside Counsel Directory Repository of approved outside counsel and law firm contacts. |
No information available | |
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Engagement Tracking Track which outside counsel are assigned to which cases and matter types. |
No information available | |
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Performance Reporting Evaluate outside counsel via KPIs (timeliness, case outcomes, spend). |
No information available | |
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Invoice and Spend Management Track outside counsel invoices and cumulative spend. |
Invoice and spend tracking for outside counsel included in core legal billing suite. | |
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Vendor Scorecard Rate outside counsel on predefined metrics and feedback. |
No information available | |
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Conflict Checks Automated system checks for potential conflicts of interest. |
No information available | |
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Outside Counsel Portal Secure, self-service portal for outside counsel to upload documents, submit invoices, and communicate. |
Client/external counsel portal available for document sharing, billing and communication. | |
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Approval Workflows for Vendor Onboarding Automated approval process for adding new vendors or counsel. |
No information available |
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Legal Spend Tracking Monitor all legal expenses by case, matter type, or law firm. |
Robust legal spend tracking is highlighted on the main website and product materials. | |
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Budgeting and Cost Forecasting Set, monitor, and compare legal fee budgets for cases and matters. |
Budgeting and cost forecasting are part of financial management tools. | |
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Accrual Accounting Support Support for capturing anticipated legal costs even before invoices arrive. |
No information available | |
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Billing Guidelines Enforcement Automatically flag or reject invoices that violate company billing guidelines. |
Invoice vetting for guideline compliance is supported (billing guidelines rules engine). | |
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Invoice Approval Workflows Route invoices through a configurable approval process. |
Invoice approval workflows are configurable per financial process requirements. | |
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Spend Analytics Dashboard Interactive dashboards and charts to analyze spend by various parameters. |
Spend analytics dashboard is provided for reporting and visualizations. | |
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Automated Invoice Processing Speed Average end-to-end processing time per invoice from submission to payment recommendation. |
No information available | |
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Multi-Currency Support Ability to handle billing and reporting in multiple currencies. |
MyCase supports billing and reporting in multiple currencies. |
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Custom Report Builder Create and schedule reports using templates or custom queries. |
Custom reports are supported via a report builder as shown in product demos. | |
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Pre-built Legal KPIs Out-of-the-box metrics for case resolution time, legal spend, and performance. |
Pre-built legal KPI metrics are available for reporting. | |
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Dashboards Configurable visual dashboards for high-level oversight. |
Configurable dashboards are a primary feature of the user interface. | |
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Export to Excel/CSV Export reports for offline analysis or sharing. |
Exporting reports to Excel/CSV is supported with standard reporting tools. | |
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Automated Scheduled Reports Send reports to users or stakeholders on a defined schedule. |
No information available | |
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Ad Hoc Query Capability Easily generate custom insights via search and filter. |
Ad hoc queries and custom list building supported with flexible search menu. | |
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Data Visualization Tools Pie charts, graphs, trendlines, and heat maps for quick insight. |
Data visualization options (charts, graphs) are available in analytics modules. |
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Intuitive User Interface Modern, clean, and easy-to-use UI design. |
Intuitive, modern UI widely cited in product reviews and marketing. | |
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Mobile Access Native or web mobile applications for on-the-go access. |
Mobile apps available for iOS and Android per App Store/Google Play listings. | |
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Performance and Load Time Average page or module load speed. |
No information available | |
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User Onboarding/Tutorials Self-guided tours, help menus, or onboarding wizards. |
Onboarding wizards, help menus, and tutorials featured in support documentation. | |
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Multilingual Interface System supports content and controls in multiple languages. |
Supports multilingual interface including Spanish and English. | |
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Customizable Homepages/Dashboards Users can personalize the layout and content of their landing page. |
Customizable dashboards/homepages supported for user preference. | |
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Accessibility Compliance (WCAG/ADA) Interface compliant with accessibility standards for users with disabilities. |
No information available | |
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User Licenses Supported Maximum number of concurrent users the system supports. |
No information available |
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Internal Messaging Secure chat or messaging between users within the platform. |
Internal messaging/chat is part of the MyCase collaboration features. | |
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Comments on Cases/Tasks Threaded discussions on individual cases or tasks. |
Case and task commenting (threaded) built into collaboration modules. | |
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File and Link Sharing Share files or links related to cases within the system. |
File/link sharing in context of cases and projects is standard functionality. | |
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Collaborative Document Editing Edit documents with multiple contributors in real time. |
No information available | |
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Notification Center Central area to view all notifications and alerts. |
Notification center consolidates alerts, as shown in UI guides. | |
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Guest Access Controls Allow secure, scoped access to external collaborators. |
Guest user/external collaborator access is configurable for client/counsel portals. | |
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Discussion Forums/Boards Create topics/forums for broader team knowledge sharing. |
No information available |
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