Best Case Management Tools in 2024

Gathering relevant data is a crucial part of any case management process. There are hundreds of data points that case managers must track, and they typically interact with dozens of clients. Without the assistance of dependable law practice management software, it is difficult to keep track of this information. A centralized database makes it simple to display data, generate reports, and use information gathered from clients. Your business can better serve its customers by consolidating all client information in one place, as provided by the best case management tools. Such data may include a client’s name, address, phone number, email address, appointment preferences, case notes, correspondence, and billing.

With more benefits at hand, utilizing legal case management software is not only an advantage but a necessity for any law firm. If you haven’t already invested in one, this article provides you with the top case management tools on the market, their features, and how they can help improve your case management workflow.

The term ‘legal tech’ is used to describe the applications and systems developed to aid the legal sector and provide legal services. The rise of the legal technology business has completely changed the way law is practiced across the globe, bringing fresh perspectives and modern tools to a profession often accused of being stuck in the past. The worldwide market for legal technology was estimated at $18.4 billion in 2021, with further growth expected in the years ahead. One of the most common challenges that legal tech aims to address is case management.

Legal institutions and law firms often vary in caseloads depending on specialization, types of cases handled, and whether they are in private or public practice. However, it is common for lawyers and their staff to handle multiple cases at a time in order to maximize billable hours and increase productivity.

The Bureau of Justice Assistance recommends that a lawyer should handle no more than 150 felonies or 400 misdemeanors in a year. But, many lawyers handle many more cases, especially in public practices. For example, a lawyer in Lafayette, LA, handled 194 felony cases amounting to the work of five full-time lawyers. With such a high caseload, law firms will need a smart solution in order to stay on top of their entire operations. Legal tech solutions, like case management software, aim to address these operational challenges by providing modern solutions to these professionals. Law firms will do well, too, leveraging other operational tools like the best cloud storage solutions and VPN services to maximize data security and storage.

Best Case Management Tools in 2025

1. Zola Suite

Zola Suite provides case management tools that are both powerful and dependable. This suite caters to the day-to-day requirements of legal firms, attorneys, and their employees in order to manage all parts of their practice that are relevant to the commercial side of their work. These include having a safe and easily available place to keep all the private and essential data pertaining to their customers and their cases. Meetings and court dates may be readily scheduled, and personal information such as contact details can be captured and stored on the platform. It can also easily keep tabs on working hours and generate invoices for that time.

Attorneys and their clients can use the system as a central repository for sensitive data that can be accessed at any time. It’s a simple and painless method to record information like names, phone numbers, meeting notes, and more. To keep everyone on the same page without sacrificing security, there is a dashboard where both your team and your clients are given limited access to information. Advanced note features and a calendar management system work together to keep you on track. In addition, there are built-in accounting apps developed for the law industry.

2. PracticePanther

Legal professionals, from solo practitioners to large companies, can all benefit from using PracticePanther, which is a user-friendly practice management and invoicing system. The program was made easy to use since its creators knew that attorneys didn’t have time to learn how to use complex software. The user interface was created so that tasks could be completed with fewer mouse clicks. It is a secure, efficient, and mobile-friendly platform that allows users to save a significant amount of time each week on case management tasks like time tracking, invoicing, payment processing, expenditure management, and scheduling.

With PracticePanther, you can schedule all of your events and automatically charge your customers for their retainers without having to hire more staff. The platform is equipped with capabilities to facilitate a firm’s day-to-day operation smoothly, including several integrations with the necessary software to make data transfer and document management easy. PracticePanther was built with the flexibility to include other applications, meeting the various demands of different businesses with a single solution.

3. Clio

One of the better-known case management assessment tools, Clio helps to improve organizational efficiency in law firms. Tasks including client intake, scheduling, contact management, document management, timekeeping, invoicing, and trust accounting are all simplified by the program. Clio also supports interaction with other programs and has a vast App Directory for them to be used with. This cutting-edge and robust technology will help you to streamline your internal operations and streamline productivity. The program for lawyers, for instance, gives you a dashboard that shows your workload, performance, and targets.

Additionally, Clio Manage is the cornerstone of every practice management system, serving as a hub for organizing cases and tasks. All of a lawyer’s tasks may be seen in one convenient location. The feature provides advanced capabilities, including file and case management, time and billing monitoring, and scheduling. Furthermore, it may be used to establish milestones, updates, and deliverables, ensuring that all parties are on the same page and aware of their next steps. This function will make it easier to stay on top of your law practice’s administrative duties so you can devote your attention where it really matters: your clients.

4. MyCase

MyCase is an online legal practice management tool designed to improve lawyer-client contact. Appfolio, a firm that specializes in creating cloud-based software solutions for SMEs, developed the solution. The system is an all-inclusive practice management system for lawyers and legal assistants. It’s a one-stop shop for attorneys to manage their calendars, contacts, documents, cases, clients, payments, and more.

Every step, from setup to regular operation, can be completed with little training as MyCase is designed for simple adoption into the routines of legal practitioners. Its client portal facilitates straightforward two-way communication, group project management, and the sharing of data with your clientele. You can guarantee that all of your data are easily accessible with full transparency and clarity by storing them in one central location. The legal firm’s security is on par with that of a major bank, so sensitive customer information and communication can be safely stored.

5. Bill4Time

Bill4Time is a time tracking software and invoicing tool aimed primarily at lawyers and accountants, although it may be used by any business that keeps track of its employees’ time. The program acts as an all-inclusive management suite for a firm, taking care of the clientele, projects, finances, and reports, all of which can be handled by the user with more efficiency, hence providing better service to the clientele.

Clients can be billed quickly and in the manner of your choosing. Attorneys widely use Bill4Time because it may charge clients on an hourly, contingency, or flat fee basis and it complies with the norms of the Legal Electronic Data Exchange (LEDES). Invoices created using Bill4Time can be personalized by adding a user’s logo and branded text for a more professional presentation. Clients can be granted access to billing information and bills by the user. In addition, the program lets you customize your billing rates per attorney or override price rates to come up with a whole new pricing structure for unique cases.

6. TimeSolv

Lawyers and other professionals can benefit greatly from using TimeSolv since it is a very effective and flexible solution for optimizing their financial processes. Through the use of this program, attorneys and other professionals can monitor their incomes and expenditures, log all billable time, and speed up the payment process. This cloud-based cost and time billing software is very versatile, can be simply linked with existing and legacy systems, and can be used on Macs, PCs, Androids, and iPhones.

Legal practices also benefit from TimeSolv since it makes accepting client payments simpler. Customers can make payments, examine transaction history, refill trust funds, and more via the application’s interface with many credit card payment processing providers. TimeSolv also facilitates a streamlined workflow by integrating with other applications that legal departments may use. The solution works with many other systems, allowing for seamless information exchange.

7. Firm Central

Firm Central consolidates all the resources a law firm needs to perform at its best in one convenient location. Reducing the need for manual processes like matter and document management, billing and invoicing, and scheduling and calendaring is made possible with the use of this program. As a result, less effort is needed to complete the work at hand. Also, less time is spent on paperwork, and the client’s past may be more easily traced.

Custom form generators and scheduling rules are two examples of the popular add-ons that users are finding for the platform. Furthermore, it is one of the most trustworthy cloud-based legal management systems due to its highly secure database and security standards. Westlaw Form Builder, a program that may be used to design and save various legal documents, is compatible with Firm Central. Users can modify any form to fit the needs of a particular client or legal scenario. Clients and attorneys benefit from less time spent on administrative tasks and more attention is paid to the meat and potatoes of the matter at hand when unnecessary paperwork is eliminated.

8. ActionStep

ActionStep offers a powerful web-based platform for legal practices to manage administrative tasks. The platform is a comprehensive software solution for legal practices, automating processes such as accounting, payroll, email, and calendar management. As a result of the increased efficiency afforded by automation, legal practitioners can devote more time to clients’ cases.

Using ActionStep’s in-built workflow, law firms can quickly and simply create a comprehensive digital file for each case. Attorneys save time and effort by having all relevant data for a case in one location, where it can be quickly and readily searched and retrieved. A few clicks will take you to the desired document, email, file note, invoice, etc. Users of ActionStep have the ability to immediately generate letters, wills, and contracts using live data in a matter of seconds. This helpful function makes it simple to write a quality document without sacrificing its quality in any way.

9. Rocket Matter

Easily create matters, upload and combine documents, monitor time, design sophisticated calendars, and set up tasks with the help of Rocket Matter, one of the most well-known pieces of practice management software for the legal industry. Put another way, Rocket Matter provides a comprehensive answer to the problem of legal practice management for lawyers and their companies. Features that are necessary for a legal firm’s practice management software are included in the package.

The software streamlines routine operations like establishing new assignments and organizing meetings. You can prioritize their work and assign it to other lawyers in their firm by ranking the assignments. The solution makes it simple to keep track of billable hours worked on each project with as much detail as possible. It’s also much simpler to keep track of time and charge clients as a result of this. Rocket Matter offers user training 10 times a week, despite the fact that the service was made with ease of use in mind.

10. LegoDesk

Legal professionals, law firms, and in-house legal departments may all benefit from using Legodesk, since it is a mobile-friendly case management solution for the legal industry. The all-inclusive solution migrates your law firm to the cloud, simplifying administrative processes, boosting efficiency and production, encouraging cooperation, and strengthening decision-making.

The legal case management software also improves resource allocation, management, and oversight in your law firm, department, or practice. There’s a calendar function, for instance, that lets you consolidate everyone in the office’s separate calendars into a unified interface. The information from your co-workers’ personal calendars is then used by Legodesk to automatically plan appointments, meetings, or projects. Managing money is also a breeze. A chronological table displays both past and present dealings. Also, you can quickly check on any payments that have been made or if any have failed or been delayed. In a snap, Legodesk connects you with local attorneys and specialists who can help with your situation. It suggests people whose expertise matches the nature of the issues you’re addressing.

11. Alt Legal

For the benefit of new businesses and organizations, Alt Legal has developed a piece of Intellectual Property Software with a host of useful features. This online IP system allows you to manage your IP documents, deadlines, renewals, trademarks, and IP portfolio all in one convenient location. In addition to its usefulness in the courtroom, Alt Legal has features such as streamlined reporting, client communication tools, automatic reminders, and a §2(d) trademark watch. Trademark specialists can now make use of streamlined software solutions for creating, managing, and analyzing trademark and other intellectual property filings on a worldwide scale.

Because of the platform’s unique approach to automation, it is able to do more than just populate and update data. United States Patent and Trademark Office (USPTO) trademark submissions are detected, docketed, and updated mechanically. Integration with CompuMark allows the system to offer information and compute renewal and usage dates for 180+ jurisdictions, in addition to the direct USPTO and CIPO interfaces. Using Alt Legal’s calendar integrations and daily, individualized email reminders, you’ll never miss a filing deadline again.

12. LexRex

LexRex is a law practice management software that streamlines the processes involved in taking care of clients and cases. Users can set up and use LexRex from any of their preferred IT devices with the help of this program. The platform was developed to aid law firms in handling the administrative side of their operations, including client and case file administration, scheduling, invoice production, and online payment processing.

Similarly, LexRex makes it simple to store and retrieve information about your clients whenever you need it. All correspondence with customers, including emails, letters, bills, and phone conversations, can be archived inside the program. A client portal is an online hub that allows for the transfer of case files, the uploading of critical documents in a safe environment, the transmission of invoices, and the processing of online payments. Users can get a bird’s eye-view of all the cases they’re working on from a centralized dashboard. There is a timeline that shows the development of a case and displays relevant information such as meetings, papers, emails, calls, tasks, costs, etc. Through the usage of customizable fields, law firms are able to better manage their caseloads and provide better services to their clients.

13. MerusCase

Cloud-based MerusCase provides cutting-edge technology to organizations of all sizes in all industries. The software has several features that make tasks like document automation, invoicing, scheduling, email management, time tracking, and case management easier. Users can intuitively like and tag connected contacts, assignments, cases, and other documents by type, making it easy to explore and discover the information they need in streamlined case files.

The in-depth reports simplify case management by providing an overarching perspective of caseload and progress. Information about clients can be exported in PDF or Word format, and the system will automatically populate documents and merge case information with a few clicks. The system’s internal mechanisms arrange the documents that they can be readily connected to case files, making batch scanning of thousands of pages a useful organizational tool. As the user inputs, the prediction algorithms provide relevant results based on a combination of filters and Global Search, which examines the content of each document and emphasizes those that meet the requirements.

14. Synergy Case Management System

Organizations in the legal industry can rely on the flexibility and portability of the Synergy Case Management System. Through the program, organizations all around the globe can automate court operations and easily monitor case actions, greatly improving their own judicial systems. Users are also able to benefit from the decisions they make because of the real-time data and analytics provided by Synergy CMS.

The platform’s electronic case filing capabilities aid in taking care of and eventually eliminating the number of unprocessed cases. Case records can now be created, filed, and processed entirely online, eliminating the need to physically submit paperwork at an office. This considerably lessens the burden on the judicial system. Judges and other high-ranking court employees can review the audit trail to find out who submitted the case and when it was handled. Submitting, processing, approvals, appeals, duplication, and amending case documents are just some of the numerous tasks streamlined and simplified by Synergy CMS’s comprehensive case workflow management system. Arrest warrants, subpoenas, affidavits, orders, and rulings can all be generated and served much more quickly, thanks to the feature’s document templates.

15. GrowPath

GrowPath is a fully-featured, cloud-based law firm management software designed to aid in the swifter processing of legal matters, the acquisition of new clients, and the generation of new income for law offices of all sizes. It has extensive analytics capabilities in addition to intake features that allow for efficient case management. Its intake tools, such as lead scoring methods and intake forms, will increase the percentage of eligible leads that become paying customers for your firm. The program includes a case summary, condition-based case management alerts, and document management features to facilitate the administration of individual cases.

The application also allows you to easily communicate through text, email, or phone calls, all with the push of a button. It’s quick, and you won’t have to waste time looking for addresses or phone numbers. The conversation is also recorded for posterity. Everything you share with or discuss with a customer is saved in the cloud and can be easily retrieved using the platform’s search tools at a later time. The platform also makes it simple to copy over all of the correspondence recorded throughout the intake process into the corresponding case files, eliminating the need for duplicate input.

16. Osprey Approach

Osprey Approach is a dependable case and practice management system integrating with accounting and marketing applications. The cloud-based platform it provides is a safe place to do business without worrying about losing sensitive information. Alternatively, you can use the Windows-based app to streamline your experience without sacrificing access to any of the solution’s fantastic features. In reality, it doesn’t matter which software you end up going with since they all come loaded with tools that will help your business succeed. The system’s infinite storage means you can quickly access any file you may require. Producing the necessary document or form and saving it to the system is an additional alternative.

The solution is a powerful system that guarantees your organization will follow all applicable rules and regulations. Features like time tracking, billing and invoicing, and document storage help you run a more efficient business. The latter is particularly helpful since it facilitates speedy retrieval of relevant data. If you need to create a document or form that isn’t already in your limitless archive, you may use the program’s built-in document/form creation tool.

17. CASEpeer

CASEpeer is a comprehensive case management platform for law firms that allows for adaptability and smooth client contact. Your business processes will be streamlined using this software from client intake to final resolution. In addition, the site may help you attract new customers and, most importantly, obtain deeper insights from the instances your current clientele already has. As a result, you can better allocate resources and provide superior service, resulting in satisfied customers who will return for future work. Automatic reports based on key performance indicators (KPIs) for marketing, case intake, client communications, and more are generated by CASEpeer to help you to run a more efficient business. It learns about them by keeping tabs on the things people do, so it can provide you with in-depth and accurate information. You’ll be in a better position to make educated choices that will help your business expand.

The ability to effectively communicate with customers is crucial for efficiently resolving problems. To help you with this, CASEpeer has built-in communication capabilities. The result is that you can avoid constantly pulling out your phone only to check and send texts. The platform also allows you to provide a gateway to your customers. They can share files with your company and stay up to speed on developments from that page. This not only helps you operate more efficiently but also gives your customers more control over their own situations.

18. Case.one

Case.one is a powerful and user-friendly legal practice management system that can be used by a wide range of businesses, from solo practitioners to multinational conglomerates. This cloud-based case management platform stores all of a company’s data in one place, making it accessible from any computer or mobile device at any time. It’s a centralized hub for attorneys and their legal teams to coordinate and accomplish their jobs in tandem. Individually, they operate without a hitch or friction, and together, they accomplish much. Users can save time and effort by avoiding the need to set up and use numerous systems to handle different aspects of their legal business, thanks to the unification of basic functions such as client administration, time tracking, invoicing and billing, task management, and document management.

The legal tech solution is simple enough for legal professionals to use regularly. Each morning, users of Case.one can check their newsfeeds to catch up on the latest information and happenings. Customizable tabs can also be added to your newsfeed to better fit your processes and personal tastes. Adding events to your calendar and other customizations is simple. This system makes case management a snap. Folders allow you to organize and categorize your cases in a manner that best suits your needs. The time and effort spent researching a given case can be reduced by using a contextual search engine to narrow your results and speed up your search.

19. The Legal Assistant

The Legal Assistant is a legal case management software that is both easy to use and powerful, making it ideal for solo practitioners who need a platform to increase their efficiency and productivity, and major law firms that need to improve their customer relationship management skills. Built by lawyers for lawyers, the features and functions of The Legal Assistant cater to the specific needs and expectations of people working in the legal services industry.

With the help of this specific case management system, users can easily increase their productivity and efficiency, as well as the satisfaction of their customers, leading to more referrals and more income. With the Legal Assistant’s extensive set of tools, you can streamline your operations and provide superior service to your customers while gaining a competitive advantage. There are specialized modules for immigration, bankruptcies, criminal law, family court, real estate, and personal injury. Regardless of the specifics of your legal business, you can be certain that the Legal Assistant has you covered so that you may provide your customers with the best service possible. In addition to billing, voice dictations and interview transcripts, scanning, faxing, and much more, each module has cutting-edge technologies and integrations that streamline and speed up your processes.

20. App4Legal

Although it was created with attorneys in mind, App4Legal has a number of useful features that might be useful to others working in related fields. Specific tools for paralegals (contributing to cases and preparing papers), legal assistants (scheduling and following up on work with clients), and supervisors are all included in the program. As a result, your law firm will have a more streamlined, unified, and fully effective legal staff.

App4Legal is a favorite of thousands of attorneys throughout the globe because it frees them from the distraction of administrative tasks, allowing them to better serve their clients. It provides its customers with a very intuitive and user-friendly design, as well as a system with a short learning curve, so they can start getting the most out of it almost immediately. Using App4Legal, organizing your legal and contact information is quick and easy. The platform streamlines a variety of case management processes, such as creating a case, tracking its progress, and setting up reminders. Budgeting, universal search, reporting, IP protection, and inline editing are a few of the other highlights.

Provide Better Legal Services With Case Management Tools

Case management is a core requirement of any law firm. With caseloads growing by the day, lawyers and other legal professionals are always trying to keep up. Fortunately, they have access to numerous legal tech solutions, such as case management tools. These platforms ensure that they can maximize their productivity without sacrificing their legal services to their clients. Whether firms are in private or public law practices, case management tools ensure that their daily operations are efficient and smooth.

We especially recommend Zola Suite, a good Clio alternative, for its wealth of features. It provides legal businesses with a full view of their operations from top to bottom. It serves as secure storage for all files and information related to cases. This makes it easy to access, analyze, and store any information at any given time. On top of that, it comes with other features that any law firm needs, from calendar management features to accounting systems. This means you won’t have to juggle multiple apps at once. Zola Suite is perfect for anyone in the legal industry, from solo practitioners to multi-location law firms.

By Jenny Chang

Jenny Chang is a senior writer specializing in SaaS and B2B software solutions. Her decision to focus on these two industries was spurred by their explosive growth in the last decade, much of it she attributes to the emergence of disruptive technologies and the quick adoption by businesses that were quick to recognize their values to their organizations. She has covered all the major developments in SaaS and B2B software solutions, from the introduction of massive ERPs to small business platforms to help startups on their way to success.