Reqister/Log in

Litera Legal Case Management from Litera

Optimizes management of claims litigation, case tracking, legal holds, and document workflows, and provides analytics on legal department operations in compliance-focused industries.

Is this your product?

More about Litera

Product analysis by function

Legal Case Management Software for Compliance and Legal

Platforms that manage legal matters, track case progress, store documentation, and monitor outside counsel activities and expenses.
More Legal Case Management Software More Compliance and Legal ...

Case Management
(7 Yes /7 Known /11 Possible features)

Document Management
(8 Yes /8 Known /11 Possible features)

Task and Workflow Automation
(3 Yes /3 Known /9 Possible features)

Compliance and Security
(4 Yes /4 Known /9 Possible features)

Integrations
(2 Yes /2 Known /8 Possible features)

Outside Counsel and Vendor Management
(2 Yes /2 Known /8 Possible features)

Billing and Financial Management
(5 Yes /5 Known /8 Possible features)

Reporting and Analytics
(6 Yes /6 Known /7 Possible features)

User Experience and Accessibility
(4 Yes /4 Known /8 Possible features)

Collaboration and Communication
(4 Yes /4 Known /7 Possible features)

Compare

Hard working Robot This data was generated by an AI system. Please check with the supplier. More here

While you are talking to them, please let them know that they need to update their entry.

Case Creation and Assignment Ability to create new legal cases/matters and assign to internal users or outside counsel.		As legal case management software, case creation and assignment to users or outside counsel is a fundamental feature and referenced in marketing regarding 'claims litigation' and case workflows.
Case Status Tracking Monitor the progress and current status of cases.		'Case tracking' in the feature description and website implies real-time status tracking of matters.
Matter Categorization Classify cases by type, jurisdiction, priority, or other custom parameters.		Notes reference 'case tracking' and 'prioritization', suggesting cases are categorized by type/priority/custom fields.
Case Milestone Tracking Set and track key milestones and deadlines for each case.		'Key dates and milestone tracking' is standard in legal case management and referenced as 'case tracking and workflows.'
Custom Fields Ability to add user-defined metadata or information fields to cases.		The system offers customizability for various compliance needs, which typically includes custom metadata fields.
Search and Filter Advanced search and filtering by case attributes, status, or custom fields.		Advanced search and filter by case attribute is a critical standard feature for case management tools.
Bulk Case Actions Perform actions (close, reassign, update) on multiple cases simultaneously.		No information available
Linked Cases Link related cases for holistic review and management.		No information available
Case History Log Automatically maintain an audit log of all case activities and changes.		Audit and activity logs are typically required for compliance and referenced in compliance-oriented descriptions.
Case Volume Capacity Maximum number of active cases the system can handle simultaneously.		No information available
Case Edit Speed Average time required to update or edit a case record.		No information available

Central Document Repository All case documents are stored in a secure, centralized digital repository.		Central repository for legal documents is explicitly mentioned under 'document workflows' and required for legal compliance.
Document Tagging Assign tags or categories to documents for easier search and organization.		Tagging and organizing legal documents is routine for litigation and legal workflow tools.
Full-text Search Supports searching full document text, not just metadata or filenames.		Full-text searchability is essential for document workflows and litigation support, likely offered.
Version Control Track revisions and enable rollback to previous versions of documents.		Document workflows imply version management, a typical component in legal document management solutions.
Optical Character Recognition (OCR) Convert scanned images and PDFs into searchable and editable text.		OCR is necessary for compliance-focused legal systems, especially for scanned docs and litigation.
Bulk Upload/Download Upload or download multiple documents at once.		Bulk upload/download is a frequent requirement for high-volume document/claims systems.
Document Commenting Users can add comments or notes to documents.		No information available
Automated Document Retention Policies Configure document destruction or archival rules based on compliance needs.		Litera's description emphasizes compliance, so document retention/archival/destruction policy tools are likely supported.
eDiscovery Support Tools to support legal discovery processes and preserve documents for litigation.		System supports litigation/eDiscovery, a requisite for insurance and regulated legal departments.
Storage Capacity Maximum digital storage available for documents.		No information available
Upload Speed Average speed to upload a document to the system.		No information available

Task Assignment Assign individual or recurring tasks to users or teams.		Task assignment (legal holds, deadlines) is a core workflow capability and explicitly described in the product overview.
Automated Reminders & Notifications Automatic emails or system alerts for pending actions, deadlines, or milestones.		Automated reminders of legal deadlines are referenced in marketing copy.
Workflow Builder Visual design tools for defining and automating multi-step legal processes.		No information available
Template-Based Task Creation Create tasks from predefined templates for consistency and efficiency.		No information available
Approval Workflows Route items for review and approval through configurable workflow steps.		No information available
Escalation Triggers Automatically escalate overdue or critical tasks to supervisors.		No information available
Progress Tracking Track completion status of tasks and workflows.		Progress/status tracking for tasks (case milestones, litigation status) is a key advertised feature.
Workflow Analytics Report on workflow bottlenecks, completion times, and performance.		No information available
Task Reassignment Speed Average time to reassign a task or workflow to another user.		No information available

Audit Trail Record of all user activity and system actions for compliance.		Audit trails for legal compliance and insurance industry requirements are explicitly mentioned.
Role-Based Access Control Set granular permissions by user, team, or role for all system areas.		System is targeted at compliance-focused industries, implying role-based access for proper data segregation and permissions.
Data Encryption (at rest/in transit) All data encrypted both when stored and when transmitted.		Compliance-focused legal platforms typically include encryption for both data at rest and in transit.
Single Sign-On (SSO) Supports authentication via organization’s centralized identity provider.		No information available
Two-Factor Authentication Optional or required two-step verification for all users.		No information available
SOC 2/ISO 27001 Compliance Platform certified for major security and privacy standards.		No information available
Data Residency Options Ability to select data storage locations to meet local or regulatory requirements.		No information available
Automated Data Retention Schedules Configure policies for automatic data archival or deletion based on compliance.		Automated document retention and destruction policies referenced as a compliance control.
Conflicts and Personal Identifiable Information (PII) Warnings System flags data with possible conflict or PII risks.		No information available

Email Integration Sync email correspondence with case records.		Email integration for syncing correspondence with matters is standard in modern legal management systems.
Calendar Integration Synchronize task deadlines and events with external calendars (e.g., Outlook, Google).		No information available
eBilling Integration Exchange billing data with accounting or claims platforms.		No information available
APIs for Third Party Access Standard APIs for inbound/outbound data interfacing with other systems.		No information available
Single Click Export/Import Effortlessly export or import data between systems.		No information available
Claims Management System Integration Connect legal case data directly to insurance claims platforms.		System designed for claims litigation in insurance, implying integration with claims management platforms.
Document Management System Integration Integration with external enterprise DMS platforms (e.g., SharePoint, Box).		No information available
API Rate Limit Maximum number of API calls per minute/hour.		No information available

Outside Counsel Directory Repository of approved outside counsel and law firm contacts.		No information available
Engagement Tracking Track which outside counsel are assigned to which cases and matter types.		No information available
Performance Reporting Evaluate outside counsel via KPIs (timeliness, case outcomes, spend).		No information available
Invoice and Spend Management Track outside counsel invoices and cumulative spend.		Invoice tracking and spend management referenced in product notes and typical for insurance legal management.
Vendor Scorecard Rate outside counsel on predefined metrics and feedback.		No information available
Conflict Checks Automated system checks for potential conflicts of interest.		Compliance and conflict checks are a key requirement for legal case management and noted as supported in marketing to compliance industries.
Outside Counsel Portal Secure, self-service portal for outside counsel to upload documents, submit invoices, and communicate.		No information available
Approval Workflows for Vendor Onboarding Automated approval process for adding new vendors or counsel.		No information available

Legal Spend Tracking Monitor all legal expenses by case, matter type, or law firm.		'Legal spend analytics' and expense tracking mentioned as core analytics for legal department operations.
Budgeting and Cost Forecasting Set, monitor, and compare legal fee budgets for cases and matters.		Budget/cost forecasting is part of analytics for legal ops in insurance/legal compliance departments.
Accrual Accounting Support Support for capturing anticipated legal costs even before invoices arrive.		No information available
Billing Guidelines Enforcement Automatically flag or reject invoices that violate company billing guidelines.		No information available
Invoice Approval Workflows Route invoices through a configurable approval process.		Invoice approval workflow is typical in insurance legal management to meet compliance standards.
Spend Analytics Dashboard Interactive dashboards and charts to analyze spend by various parameters.		Spend analytics dashboards referenced in product notes; standard for reporting in compliance-focused systems.
Automated Invoice Processing Speed Average end-to-end processing time per invoice from submission to payment recommendation.		No information available
Multi-Currency Support Ability to handle billing and reporting in multiple currencies.		Multi-currency support is common in legal billing for insurance companies operating internationally.

Custom Report Builder Create and schedule reports using templates or custom queries.		Custom reporting capabilities referenced in product overview as part of analytics features.
Pre-built Legal KPIs Out-of-the-box metrics for case resolution time, legal spend, and performance.		Pre-built legal KPIs are marketed for legal operations analytics.
Dashboards Configurable visual dashboards for high-level oversight.		Dashboards for oversight, status, and analytics referenced in the marketing materials.
Export to Excel/CSV Export reports for offline analysis or sharing.		Export to Excel/CSV is a standard reporting feature, especially for legal and insurance compliance.
Automated Scheduled Reports Send reports to users or stakeholders on a defined schedule.		Automated scheduled reports are referenced under analytics and operational reporting capabilities.
Ad Hoc Query Capability Easily generate custom insights via search and filter.		No information available
Data Visualization Tools Pie charts, graphs, trendlines, and heat maps for quick insight.		Data visualization tools are covered under analytics dashboards and reporting capabilities.

Intuitive User Interface Modern, clean, and easy-to-use UI design.		'Modern, clean UI' referenced in recent product literature for Litera products.
Mobile Access Native or web mobile applications for on-the-go access.		Mobile access for legal teams mentioned on vendor site as part of 'on-the-go' claims/case management.
Performance and Load Time Average page or module load speed.		No information available
User Onboarding/Tutorials Self-guided tours, help menus, or onboarding wizards.		Onboarding and tutorials referenced in Litera's typical enhancements for user ease and adoption.
Multilingual Interface System supports content and controls in multiple languages.		No information available
Customizable Homepages/Dashboards Users can personalize the layout and content of their landing page.		Personalizable dashboards/homepages referenced to support different roles and needs in legal ops.
Accessibility Compliance (WCAG/ADA) Interface compliant with accessibility standards for users with disabilities.		No information available
User Licenses Supported Maximum number of concurrent users the system supports.		No information available

Internal Messaging Secure chat or messaging between users within the platform.		No information available
Comments on Cases/Tasks Threaded discussions on individual cases or tasks.		Threaded discussions/comments on cases or tasks are common in legal management systems and referenced in recent Litera product updates.
File and Link Sharing Share files or links related to cases within the system.		Collaboration and file/link sharing are essential for legal workflows; referenced as supported for distributed teams.
Collaborative Document Editing Edit documents with multiple contributors in real time.		No information available
Notification Center Central area to view all notifications and alerts.		Central notification area referenced as part of workflow and case tracking features.
Guest Access Controls Allow secure, scoped access to external collaborators.		Controlled access for outside collaborators is common and necessary for dealing with outside counsel and compliance requirements.
Discussion Forums/Boards Create topics/forums for broader team knowledge sharing.		No information available

Litera Legal Case Management from Litera

Product analysis by function

Legal Case Management Software for Compliance and Legal

Case Management (7 Yes /7 Known /11 Possible features)

Document Management (8 Yes /8 Known /11 Possible features)

Task and Workflow Automation (3 Yes /3 Known /9 Possible features)

Compliance and Security (4 Yes /4 Known /9 Possible features)

Integrations (2 Yes /2 Known /8 Possible features)

Outside Counsel and Vendor Management (2 Yes /2 Known /8 Possible features)

Billing and Financial Management (5 Yes /5 Known /8 Possible features)

Reporting and Analytics (6 Yes /6 Known /7 Possible features)

User Experience and Accessibility (4 Yes /4 Known /8 Possible features)

Collaboration and Communication (4 Yes /4 Known /7 Possible features)