Visual workflows, case management, time tracking, billing, document generation, and seamless collaboration tools to enhance efficiency in managing cases.
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. |
Lawcus core functionalities include case/matter creation and assignment to users; feature described as 'case management'. | |
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Case Status Tracking Monitor the progress and current status of cases. |
Lawcus offers case status tracking as part of its case management dashboard. | |
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Matter Categorization Classify cases by type, jurisdiction, priority, or other custom parameters. |
Matter categorization is available via tags, custom fields, and segmentation features. | |
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Case Milestone Tracking Set and track key milestones and deadlines for each case. |
Lawcus supports milestone and deadline tracking per matter/case. | |
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Custom Fields Ability to add user-defined metadata or information fields to cases. |
Custom fields are specifically promoted in documentation and web page screenshots. | |
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Search and Filter Advanced search and filtering by case attributes, status, or custom fields. |
Advanced search and filter tools provided to find cases by attribute, status, or custom fields. | |
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Bulk Case Actions Perform actions (close, reassign, update) on multiple cases simultaneously. |
Bulk actions (such as update, assignment) are included as part of workflow optimization. | |
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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 streams and history logs are available, with audit trail per case. | |
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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. |
Centralized, secure document storage described; clients and teams can upload all case-related files. | |
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Document Tagging Assign tags or categories to documents for easier search and organization. |
Tagging/categorization of documents shown in documentation. | |
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Full-text Search Supports searching full document text, not just metadata or filenames. |
Full-text search is natively available across all stored documents. | |
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Version Control Track revisions and enable rollback to previous versions of documents. |
Version control and version history is available for documents. | |
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Optical Character Recognition (OCR) Convert scanned images and PDFs into searchable and editable text. |
OCR (scanning PDFs into searchable text) is promoted on their feature list. | |
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Bulk Upload/Download Upload or download multiple documents at once. |
Supports bulk upload/download for files to enhance user productivity. | |
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Document Commenting Users can add comments or notes to documents. |
Commenting on documents supported; users can add notes/comments. | |
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Automated Document Retention Policies Configure document destruction or archival rules based on compliance needs. |
Automated retention/destruction workflows supported for document compliance. | |
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eDiscovery Support Tools to support legal discovery processes and preserve documents for litigation. |
Discovery, legal hold, and preservation features available for litigation. | |
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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. |
Task assignment and legal task management are core workflow features. | |
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Automated Reminders & Notifications Automatic emails or system alerts for pending actions, deadlines, or milestones. |
Automated reminders/notifications for actions and deadlines included. | |
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Workflow Builder Visual design tools for defining and automating multi-step legal processes. |
Workflow builder provides drag-and-drop design of multi-step legal workflows. | |
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Template-Based Task Creation Create tasks from predefined templates for consistency and efficiency. |
Can create tasks from templates for repetitive legal workflows. | |
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Approval Workflows Route items for review and approval through configurable workflow steps. |
Approval workflows integrated; matters, tasks, and invoices can be routed for approval. | |
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Escalation Triggers Automatically escalate overdue or critical tasks to supervisors. |
Escalation and notification triggers available for overdue tasks. | |
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Progress Tracking Track completion status of tasks and workflows. |
Progress and completion status tracking for tasks provided in dashboard. | |
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Workflow Analytics Report on workflow bottlenecks, completion times, and performance. |
Evidence of performance analytics on workflow (bottleneck, completion, etc). | |
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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. |
Comprehensive audit trail of user/system activity mentioned. | |
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Role-Based Access Control Set granular permissions by user, team, or role for all system areas. |
Granular, role-based access controls listed in security section. | |
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Data Encryption (at rest/in transit) All data encrypted both when stored and when transmitted. |
Data is encrypted at rest and in transit per information on their security page. | |
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Single Sign-On (SSO) Supports authentication via organization’s centralized identity provider. |
Single Sign-On (SSO) supported for enterprise identity providers. | |
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Two-Factor Authentication Optional or required two-step verification for all users. |
Two-factor authentication supported; mentioned in lawcus security features. | |
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SOC 2/ISO 27001 Compliance Platform certified for major security and privacy standards. |
No information available | |
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Data Residency Options Ability to select data storage locations to meet local or regulatory requirements. |
Ability to select regional hosting/data centers referenced in compliance options. | |
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Automated Data Retention Schedules Configure policies for automatic data archival or deletion based on compliance. |
Automated data retention schedules are configurable in system settings. | |
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Conflicts and Personal Identifiable Information (PII) Warnings System flags data with possible conflict or PII risks. |
System flags possible PII via compliance controls, with warnings in data fields. |
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Email Integration Sync email correspondence with case records. |
Email integration (Gmail, Outlook) to attach correspondence to matters. | |
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Calendar Integration Synchronize task deadlines and events with external calendars (e.g., Outlook, Google). |
Calendar integrations (Google, Outlook, iCal) are fully supported. | |
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eBilling Integration Exchange billing data with accounting or claims platforms. |
eBilling and accounting system integrations (Xero, QuickBooks, etc) available. | |
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APIs for Third Party Access Standard APIs for inbound/outbound data interfacing with other systems. |
Open APIs described; Zapier, native API options for integrations. | |
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Single Click Export/Import Effortlessly export or import data between systems. |
Single click import/export for data/content is described. | |
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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). |
Document management system (DMS) integrations, notably with Google Drive, Dropbox, and Box. | |
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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. |
Directory for outside counsel and partners supported, as referenced by portal features. | |
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Engagement Tracking Track which outside counsel are assigned to which cases and matter types. |
Tracking of outside counsel engagement and case assignments included. | |
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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 legal spend tracking capabilities present with integrated billing. | |
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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. |
Conflict checking is included for new matters and parties. | |
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Outside Counsel Portal Secure, self-service portal for outside counsel to upload documents, submit invoices, and communicate. |
Outside counsel/vendor portal for collaboration documented. | |
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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. |
Legal spend tracking dashboard and reporting included. | |
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Budgeting and Cost Forecasting Set, monitor, and compare legal fee budgets for cases and matters. |
Budgeting and cost forecasting described in billing/financial modules. | |
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Accrual Accounting Support Support for capturing anticipated legal costs even before invoices arrive. |
Accrual support by logging expected costs before invoices. | |
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Billing Guidelines Enforcement Automatically flag or reject invoices that violate company billing guidelines. |
Billing guidelines enforcement pre-checks invoices for compliance. | |
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Invoice Approval Workflows Route invoices through a configurable approval process. |
Invoice approval workflows built into the billing engine. | |
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Spend Analytics Dashboard Interactive dashboards and charts to analyze spend by various parameters. |
Spend analytics dashboard for legal costs included. | |
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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. |
Multi-currency billing supported in system settings. |
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Custom Report Builder Create and schedule reports using templates or custom queries. |
Custom report builder for legal and financial reports described. | |
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Pre-built Legal KPIs Out-of-the-box metrics for case resolution time, legal spend, and performance. |
Pre-built KPIs for case time, spend, matter volumes, etc. | |
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Dashboards Configurable visual dashboards for high-level oversight. |
Configurable dashboards displayed; visual summaries of active matters/financials. | |
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Export to Excel/CSV Export reports for offline analysis or sharing. |
Exporting reports to CSV/XLS supported natively. | |
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Automated Scheduled Reports Send reports to users or stakeholders on a defined schedule. |
Automated scheduled reports are available for legal/billing analytics. | |
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Ad Hoc Query Capability Easily generate custom insights via search and filter. |
Ad-hoc query and search for reports is supported. | |
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Data Visualization Tools Pie charts, graphs, trendlines, and heat maps for quick insight. |
Data visualization tools, graphs, and trendlines shown in sample dashboards. |
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Intuitive User Interface Modern, clean, and easy-to-use UI design. |
Lawcus UI is modern and designed for usability as highlighted in reviews and screenshots. | |
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Mobile Access Native or web mobile applications for on-the-go access. |
Mobile web app and native apps for Android/iOS mentioned. | |
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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 guides, tutorials, and help center are provided. | |
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Multilingual Interface System supports content and controls in multiple languages. |
No information available | |
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Customizable Homepages/Dashboards Users can personalize the layout and content of their landing page. |
Dashboard/homepage layout and widgets are user-customizable. | |
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Accessibility Compliance (WCAG/ADA) Interface compliant with accessibility standards for users with disabilities. |
Platform aims for and advertises ADA/WCAG accessibility compliance. | |
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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. |
Built-in secure team messaging for case collaboration available. | |
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Comments on Cases/Tasks Threaded discussions on individual cases or tasks. |
Discussion threads/comments on matters and tasks available. | |
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File and Link Sharing Share files or links related to cases within the system. |
Internal file/link sharing supported between users. | |
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Collaborative Document Editing Edit documents with multiple contributors in real time. |
Collaborative document editing available, with multiple users editing if editing in integrated apps (Docs/Office 365, Google Docs linking). | |
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Notification Center Central area to view all notifications and alerts. |
Central notification center for all communications and alerts is standard. | |
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Guest Access Controls Allow secure, scoped access to external collaborators. |
Guest/external user access is possible for clients and outside counsel with role controls. | |
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Discussion Forums/Boards Create topics/forums for broader team knowledge sharing. |
No information available |
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