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Legal Files Insurance Case Management Software from Legal Files Software, Inc.
Enables matter, document, contract, claim, and compliance management, with workflows, reporting, security, and industry-specific integrations for insurers.
More about Legal Files Software, Inc.
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
(9 Yes /9 Known /11 Possible features)
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Case Creation and Assignment Ability to create new legal cases/matters and assign to internal users or outside counsel. |
Product advertises matter/case creation and assignment as a core capability. | |
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Case Status Tracking Monitor the progress and current status of cases. |
Progress and status monitoring is mentioned as a standard feature in Legal Files. | |
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Matter Categorization Classify cases by type, jurisdiction, priority, or other custom parameters. |
Categorization by matter type, jurisdiction, etc. is included as a configurable option. | |
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Case Milestone Tracking Set and track key milestones and deadlines for each case. |
Milestone and deadline tracking are noted in the workflow and compliance functions. | |
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Custom Fields Ability to add user-defined metadata or information fields to cases. |
Custom/meta fields are standard in Legal Files to adapt to user needs. | |
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Search and Filter Advanced search and filtering by case attributes, status, or custom fields. |
Advanced search and filtering by case attribute are core product functions. | |
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Bulk Case Actions Perform actions (close, reassign, update) on multiple cases simultaneously. |
Bulk case operations (close, reassign, update) listed in platform documentation. | |
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Linked Cases Link related cases for holistic review and management. |
The software provides ability to link related matters/cases. | |
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Case History Log Automatically maintain an audit log of all case activities and changes. |
System includes audit/history log for complete case change 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 |
Document Management
(8 Yes /8 Known /11 Possible features)
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Central Document Repository All case documents are stored in a secure, centralized digital repository. |
Central, secure document storage is a default offering. | |
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Document Tagging Assign tags or categories to documents for easier search and organization. |
Document tagging/categorization referenced in product highlights. | |
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Full-text Search Supports searching full document text, not just metadata or filenames. |
Full-text search on document contents present, as per feature list. | |
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Version Control Track revisions and enable rollback to previous versions of documents. |
Versioning and track changes/rollbacks for documents included. | |
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Optical Character Recognition (OCR) Convert scanned images and PDFs into searchable and editable text. |
No information available | |
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Bulk Upload/Download Upload or download multiple documents at once. |
Bulk document upload/download is supported as a listed feature. | |
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Document Commenting Users can add comments or notes to documents. |
User commenting on documents is indicated in collaborative features. | |
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Automated Document Retention Policies Configure document destruction or archival rules based on compliance needs. |
Automated retention policies (archival, destruction) are described in compliance management. | |
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eDiscovery Support Tools to support legal discovery processes and preserve documents for litigation. |
eDiscovery and preservation tools are included for legal compliance. | |
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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 |
Task and Workflow Automation
(8 Yes /8 Known /9 Possible features)
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Task Assignment Assign individual or recurring tasks to users or teams. |
Task assignment, reminders, and workflow steps can be set up for users/teams. | |
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Automated Reminders & Notifications Automatic emails or system alerts for pending actions, deadlines, or milestones. |
Automated reminders/alerts for deadlines are a promoted workflow feature. | |
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Workflow Builder Visual design tools for defining and automating multi-step legal processes. |
Visual workflow builder is described in marketing material. | |
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Template-Based Task Creation Create tasks from predefined templates for consistency and efficiency. |
Task templates for recurring work are present. | |
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Approval Workflows Route items for review and approval through configurable workflow steps. |
Approval flows (multi-step) for document or process review are available. | |
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Escalation Triggers Automatically escalate overdue or critical tasks to supervisors. |
Escalation and notification for overdue or critical tasks are part of alerting. | |
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Progress Tracking Track completion status of tasks and workflows. |
Progress tracking of tasks and flows referenced in documentation. | |
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Workflow Analytics Report on workflow bottlenecks, completion times, and performance. |
Workflow analytics and reporting are called out as part of reporting suite. | |
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Task Reassignment Speed Average time to reassign a task or workflow to another user. |
No information available |
Compliance and Security
(6 Yes /6 Known /9 Possible features)
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Audit Trail Record of all user activity and system actions for compliance. |
Comprehensive audit trail included for compliance; logs user and event activity. | |
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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 are described on product site. | |
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Data Encryption (at rest/in transit) All data encrypted both when stored and when transmitted. |
Data encryption both at rest and in transit referenced under security features. | |
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Single Sign-On (SSO) Supports authentication via organization’s centralized identity provider. |
No information available | |
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Two-Factor Authentication Optional or required two-step verification for all users. |
No information available | |
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SOC 2/ISO 27001 Compliance Platform certified for major security and privacy standards. |
SOC 2 and ISO 27001 certifications are mentioned as targets or achievements. | |
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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. |
Automated data retention and destruction schedules can be configured. | |
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Conflicts and Personal Identifiable Information (PII) Warnings System flags data with possible conflict or PII risks. |
Product includes PII management and conflict warnings for compliance. |
Integrations
(7 Yes /7 Known /8 Possible features)
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Email Integration Sync email correspondence with case records. |
Email syncing/integration is a feature for associating correspondence with matters. | |
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Calendar Integration Synchronize task deadlines and events with external calendars (e.g., Outlook, Google). |
Calendar integration (Outlook, Google, etc.) is available to align with case/work deadlines. | |
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eBilling Integration Exchange billing data with accounting or claims platforms. |
eBilling and bill integration connected to accounting/claims platforms. | |
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APIs for Third Party Access Standard APIs for inbound/outbound data interfacing with other systems. |
API access for integration with third-party systems is supported. | |
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Single Click Export/Import Effortlessly export or import data between systems. |
Simple import/export mechanisms are included, as shown in documentation. | |
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Claims Management System Integration Connect legal case data directly to insurance claims platforms. |
Insurance claims management system integration is highlighted for insurer clients. | |
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Document Management System Integration Integration with external enterprise DMS platforms (e.g., SharePoint, Box). |
External DMS (SharePoint, Box, etc.) integrations are available or explained as possible. | |
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API Rate Limit Maximum number of API calls per minute/hour. |
No information available |
Outside Counsel and Vendor Management
(8 Yes /8 Known /8 Possible features)
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Outside Counsel Directory Repository of approved outside counsel and law firm contacts. |
Contact repository for outside counsel and vendor contacts is included. | |
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Engagement Tracking Track which outside counsel are assigned to which cases and matter types. |
Assignment of matters to external counsel and tracking those engagements mentioned. | |
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Performance Reporting Evaluate outside counsel via KPIs (timeliness, case outcomes, spend). |
Performance tracking/scorecarding for vendors and counsel in analytics and reports. | |
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Invoice and Spend Management Track outside counsel invoices and cumulative spend. |
Invoice management and spend analytics are core for insurance corporate clients. | |
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Vendor Scorecard Rate outside counsel on predefined metrics and feedback. |
Counsel/vendor rating functionality (scorecards/feedback) is supported by reporting. | |
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Conflict Checks Automated system checks for potential conflicts of interest. |
Automated conflict checks (including external party relationships) highlighted for risk reduction. | |
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Outside Counsel Portal Secure, self-service portal for outside counsel to upload documents, submit invoices, and communicate. |
Outside counsel portal provided for secure document upload and communication. | |
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Approval Workflows for Vendor Onboarding Automated approval process for adding new vendors or counsel. |
Vendor onboarding supported by workflow/approval mechanisms. |
Billing and Financial Management
(7 Yes /7 Known /8 Possible features)
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Legal Spend Tracking Monitor all legal expenses by case, matter type, or law firm. |
Legal spend tracking by case, matter type, and provider discussed in marketing and demos. | |
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Budgeting and Cost Forecasting Set, monitor, and compare legal fee budgets for cases and matters. |
Configurable budget and forecast functions described. | |
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Accrual Accounting Support Support for capturing anticipated legal costs even before invoices arrive. |
Support for accruals/anticipated costs flagged as part of invoice and budget management. | |
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Billing Guidelines Enforcement Automatically flag or reject invoices that violate company billing guidelines. |
System can enforce billing guidelines automatically. | |
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Invoice Approval Workflows Route invoices through a configurable approval process. |
Invoice approval is done with configurable workflows. | |
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Spend Analytics Dashboard Interactive dashboards and charts to analyze spend by various parameters. |
Spend analytics portal is a main component of business intelligence offering. | |
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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, currency-aware reporting is described in global product description. |
Reporting and Analytics
(7 Yes /7 Known /7 Possible features)
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Custom Report Builder Create and schedule reports using templates or custom queries. |
Custom report builder and scheduling is available according to platform guides. | |
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Pre-built Legal KPIs Out-of-the-box metrics for case resolution time, legal spend, and performance. |
Library of common legal KPIs packaged with dashboards. | |
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Dashboards Configurable visual dashboards for high-level oversight. |
Dashboards configurable by user or admin are a promoted feature set. | |
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Export to Excel/CSV Export reports for offline analysis or sharing. |
Export of reports to Excel, CSV is available as standard. | |
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Automated Scheduled Reports Send reports to users or stakeholders on a defined schedule. |
Automated and scheduled reporting distribution described. | |
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Ad Hoc Query Capability Easily generate custom insights via search and filter. |
Ad hoc query and search tools for custom data or reporting are documented. | |
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Data Visualization Tools Pie charts, graphs, trendlines, and heat maps for quick insight. |
Data visualization (graphs, charts) core to reporting features. |
User Experience and Accessibility
(4 Yes /4 Known /8 Possible features)
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Intuitive User Interface Modern, clean, and easy-to-use UI design. |
UI is described as modern, clean, and easy-to-use, with user testimonials supporting. | |
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Mobile Access Native or web mobile applications for on-the-go access. |
Mobile access via web portal or app is included for remote users. | |
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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. |
User onboarding and help features, including tutorials and wizards, available. | |
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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. |
Customizable dashboards/homepages for user preferences included. | |
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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 |
Collaboration and Communication
(6 Yes /6 Known /7 Possible features)
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Internal Messaging Secure chat or messaging between users within the platform. |
Internal messaging/chat between users specified in collaboration tools. | |
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Comments on Cases/Tasks Threaded discussions on individual cases or tasks. |
Commenting on cases, tasks, documents is promoted in user stories. | |
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File and Link Sharing Share files or links related to cases within the system. |
Users can share files/links within the platform; shown in product screenshots. | |
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Collaborative Document Editing Edit documents with multiple contributors in real time. |
Collaborative, simultaneous editing of documents available. | |
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Notification Center Central area to view all notifications and alerts. |
Centralized notification center is described in the UI overview. | |
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Guest Access Controls Allow secure, scoped access to external collaborators. |
Guest/external access controls available for secure collaboration with vendors/counsel. | |
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Discussion Forums/Boards Create topics/forums for broader team knowledge sharing. |
No information available |
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