8 Must-Have Legal Case Management Software Features
- Written by: Legal Workspace
To choose the right legal case management software for your law firm ensure that the software must have the following 8 key features to enhance productivity.
- Legal Matter Management
- Legal Document Management
- Deadlines & Tasks Management
- Time Tracking & Billing
- Trust Accounting
- Cloud-Hosted or Web-Based
- Business and Financial Reports
- Client Portal
Looking for easy-to-use and affordable legal case management software? Book a free demo today to see how Legal Workspace works and explore useful features.
Legal Workspace has a ton of features
including the above-mentioned 8 essential features of legal software. Book a free demo to see how it works and explore all the useful features.
Legal Matter Management
Effective client and legal matter management features in legal case management software are the backbone and foundation of any successful law practice.
Legal case management software provides a set of tools that allow law firms to store all client and case-related information in a centralised database.
This feature provides a central system to organise, track, and manage all aspects of legal cases and matters, including client information, case details, documents, tasks, deadlines, time tracking, billing, and much more.
Legal Documents Management
Documents management is one key feature in a good legal case management software that allows store, organise, and retrieve all case-related documents easily.
It also allows you to create custom templates for common documents as per your business needs to speed up the process, save time and reduce the risk of errors.
Legal document management software often has a version control feature that tracks changes and maintains a history of document versions. This ensures that legal professionals can access previous versions of a document and revert to earlier versions if necessary.
Deadlines & Task Management
Keep track of every key date and deadline coming up for each case/matter. Never miss a deadline again by setting up reminders.
Task management is a key feature of any case management software and is essential for law firms to ensure that all case-related tasks are completed on time.
With clear task assignments, the legal team can ensure that each team member knows their responsibilities and can work efficiently towards case objectives.
Time Tracking & Billing
Accurate timekeeping is extremely important for any law firm to track billable and non-billable hours to maintain profitability.
With the integrated timekeeping features provided by legal case management software, legal professionals can easily record and track the time spent on each case.
Trust Accounting
Law firms must manage client funds separately from their own, and trust accounting features in legal case management software facilitate this process.
Trust accounting feature allows law firms to manage all the transactions matter by matter including legal fees, expenses, disbursements, billable hours and more.
Invoices, credit notes, refunds, discounts, bad debts, reminders for overdue invoices, payments received, automatic VAT calculation for each item, custom VAT rate list, income reports, and VAT reports are all often included in the trust accounting module of the legal case management software.
Cloud-Hosted or Web-Based
Cloud-hosted legal case management software offers numerous advantages over traditional on-premises solutions, making it an essential tool for modern law firms.
One of the key benefits of cloud-based or web-based legal case management software is the ability to access case information and documents remotely, 24/7.
This cloud hosting feature of legal case management software ensures that data is securely stored, regularly backed up, and receives regular software updates.
Business and Financial Reports
Reporting features in legal case management software allow law firms to generate comprehensive case progress, business, and financial reports with a few clicks.
These reports are essential for informed decision-making and improving overall efficiency.
A wide range of reports are available to improve efficiency and see how your business is doing on a day-to-day basis.
Clients Portal
A client portal feature in legal case management software allows clients to access their case information, download invoices, and upload documents securely.
A client portal in case management software offers several benefits for law firms and it reduces the administrative burden on legal staff by easy document sharing.
Client portal also improves client satisfaction by providing greater visibility into their case and allowing them to share large documents from anywhere.
