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What is Free Legal Case Management Software?

Free legal case management software can be used by law firms to manage client and case records, important documents, appointments and schedules, deadlines, and accounting and billing. The system can also help them to meet compliance requirements such as with document retention policies and the electronic filing systems of courts. Show more Typically, law schools do not teach budding lawyers the skills needed to run a law office. Therefore, many firms use free legal case management software to simplify the learning curve and minimize clerical errors. We invite you to check the category's leader ImmiCompliance and also consider some of the other top performers in the group.Show less

How was this ranking made?

In order to come up with this list of best Free Legal Case Management Software we have analyzed popular applications currently available on the market, comparing their features, ease-of-use, client service, available integrations with other systems as well as mobile support using our patented SmartScoreTM rating system. This list has been created by Louie Andre, our SaaS expert dedicated to the Free Legal Case Management Software category.

List of Top 4 Free Legal Case Management Software

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1. ImmiCompliance

Our score: 8.0 User satisfaction: 100%

A cloud-based, end-to-end immigration case and compliance management software.

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2. Case.one

Our score: 8.0 User satisfaction: N/A

Case.one provides advanced tools to keep control of all legal proceedings – case and customer management, document management, generation of performance reports, and more.

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3. CaseFox

Our score: 8.7 User satisfaction: 97%

Timekeeping, invoicing, trust accounting, calendaring, case management and more... painlessly.

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4. Jarvis Legal

Our score: 7.8 User satisfaction: 96%

Affordable, user-friendly and mobile, Jarvis will help you manage your time-tracking, billing, clients, calendars and accounting from anywhere at any time.

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Free Legal Case Management Software Guide

Table of contents

Free legal case management software can be instrumental for growing law firms that want to digitize their processes. It enables a law practice to keep up with the rapid digital transformation in the industry as well as modernize its approach to managing cases. However, not all legal case management tools are created equal and it can be tricky to pinpoint which one can meet their unique requirements. So, to help you out, this guide offers information on the different features of free legal case management software and their benefits as well as the factors that you need to consider before you make your purchase.

Get to know each product with free trial

Even if a software is free, it is important to take it for a test run before you implement it across your organization. This allows you to get a closer look at a platform’s functionalities so you can gauge whether it can cater to your firm’s needs. To start, you can check out the leading free case management software: Case.one, ImmiCompliance, CaseFox, and Jarvis Legal. These apps garnered impressive rankings in our legal case management software reviews.

Targeted Businesses

Free legal case management software can be of help to the following:

  • Small law firms – A law practice with less than five members has different needs than a large law firm. Free legal case management software can be of help to the former as it enables them to gain access to basic functionalities such as contact management, scheduling, and document management. In this way, they can keep up with their growing client base without having to pay for software features that they probably don’t need yet.
  • Best-of-breed buyers – This type of buyer intends to shift from manual case management processes to digital workflows in order to speed up day-to-day processes. As such, they need an industry-specific application that will enable them to make the change as seamlessly as possible.

There are plenty of free legal case management software on the market. These include:

  • Case.one. This intuitive legal practice management platform is created for firms of all sizes. It comes equipped with tools for workflow, client, file, and task management. Offering both on-premise and cloud-based deployment options, this software is available for free for up to 10 cases.
  • ImmiCompliance. An end-to-end case management platform created specifically for law firms handling immigration cases. This platform comes with tools for client management, document sharing, appointment tracking, as well as custom case workflows. There’s even a communication hub where all team members can collaborate.
  • CaseFox. This platform is built to help law firms manage cases in a single place. With it, users can consolidate all documents needed for a case, import and export data instantaneously, as well as manage billable and non-billable time entries.
  • Jarvis Legal. A straightforward, web-based legal practice management platform, this offers tools for document management, time tracking, and workflow automation. It serves as a centralized case management system that allows teams to stay on the same page in each case

There are plenty of ways to categorize free legal case management software. For starters, it could be organized according to deployment type—on-premise or cloud-based. The former is a great option for teams who prioritize data security as all information encoded in the system will not leave the premises. Meanwhile, the latter is ideal for teams that prefer accessibility and flexibility as their client base grows.

In addition, legal case management systems may also be differentiated depending on the branch of law you are dealing with (e.g. real estate, criminal law, estate planning and administration, and bankruptcy) or the processes that you need the platform to handle (document management, document assembly, case and practice management, and calendar/schedule/docket control).

Among the features one can expect from legal case management software are:

  • Case management – This module serves as a unified database for all case information, including the client’s contact details, case files, and pertinent notes about the case. This makes it easy for attorneys to search for information, check for conflicts of interest, as well as delegate tasks.
  • Client database – The purpose of this feature is to track and record all contact information of clients such as email addresses and phone numbers. This should also have a function for providing callback reminders and the like.
  • Calendar management – This feature is built to help attorneys build their schedules. This should display meetings, appointments, and deadlines.
  • Document management – This refers to a software’s ability to store files from word processing apps. More advanced tools may even have built-in tools for drafting new documents.
  • Template Catalogue – Some legal case management software would come with a repository of templates for letters, forms, and legal documents. In this way, legal staff can prepare paperwork faster than ever.
  • Basic accounting – This module often includes basic invoicing and billing, financial reporting, as well as payroll management.
  • Time tracking – Not all software will be able to provide this but there are advanced solutions that can track billable time on an hourly, transactional, or contingent basis.

Free legal case management software helps law firms reap the following advantages:

  • Enable attorneys, paralegals, and other support staff to collaborate and coordinate on tasks.
  • Improve overall efficiency in managing case deadlines.
  • Optimize task delegation and progress tracking for increased accountability.
  • Organize the documentation of all contacts, tasks, and notes on specific cases and matters.
  • Decrease the need for paper-based files by digitizing all processes.
  • Accelerate the search and retrieval of case data.
  • Centralize all the files of your law firm for increased security and better organization.
  • Track billable hours easier and generate invoices with ease.
  • Process client payments online.
  • Mobile computing – In this day and age, everyone treats their mobile phones as mini-computers where they can access anything and everything online. So, it comes as no surprise that many case management tools, like other software, will have native apps for Android and iOS devices. This can make it easy for lawyers to access case and client information whether they are at the office, in court, or anywhere in between.
  • Software-as-a-Service (SaaS) – Cloud-based software has been on the rise as more industries undergo digital transformation. This trend extends to legal case management tools. After all, being able to access case files from internet-enabled devices can lessen the need for transfers and avoid siloed information. The only concern here is whether the platform you choose can handle your data load or if your internet bandwidth can accommodate your daily operations.
  • Automation – Just like companies in other fields, law firms must deal with repetitive processes, such as document management, paperwork filing, clerical work, and more. This is why automation has increasingly become a popular feature in case management software. With this technology, staff can reduce the time spent on manual data input and file organization. As such, they can dedicate their time and energy to attention-demanding tasks.

Potential Issues

While there are many benefits to be had from using legal case management software, there are also some caveats that law firms must consider. For instance:

  • A law firm may find it difficult to customize the system they chose if they don’t have an in-house IT team or staff who are well-versed in these kinds of software. As a result, they might not be able to optimize it for their particular requirements.
  • Depending on the case management software, a law firm dealing with international clients may find that it couldn’t store phone numbers or addresses outside their country. There may also be cases where international currencies are not supported, making it difficult to bill clients abroad.
  • A software might be unable to seamlessly integrate with existing business apps. As such, it is important to thoroughly research and assess your prospective software before choosing one.

Law firms have often leveraged document management apps as there aren’t many specialized software for the legal field. However, in recent years, more and more developers have been launching more industry-focused software, which include legal case management tools. The only question now is, how different are they from document management apps?

It is no secret that legal processes involve a lot of paperwork. Document management software can help law firms in digitizing, storing, and organizing these files. These can come equipped with OCR, indexing, and tagging features to make it easy for attorneys or paralegals to search and retrieve specific files for the cases they are working on. In some cases, these tools can even store notes, emails, and other content for a more comprehensive view of all data related to a case.

On the other hand, a legal case management software covers all the aspects of managing a case. Aside from storing important documents, it can also manage appointment schedules, store contact information, generate invoices, and more.

Having a robust free legal case management software at your disposal also provides unexpected benefits to the business aspect of your legal operations. For instance:

  • Enhanced client experience – In many cases, this type of software includes custom client portals. These serve as centralized hubs where clients can oversee details on their cases, ensuring transparency. It also helps to reinforce seamless client experiences as these can simplify onboarding and follow-up processes.
  • Better internal security – As with any modern software solution, case management tools typically include data security options such as encryption, two-factor authentication, and password protection. This helps law firms protect their database, which is filled with confidential information about their clients. Having this kind of software also makes it easy to monitor any activities such as sign-ins, document access, downloads, and more.
  • Improved training process – Lawyers aside, law firms also hire researchers, paralegals, and assistants who require extensive training. Legal case management platforms can be used as tools to help train them and educate them about the processes of your organization.

List of Free Legal Case Management Software Companies

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Product name:
Category:
Smart Score:
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User Satisf.
User reviews:
ImmiCompliance reviews

ImmiCompliance

Free Legal Case Management Software
8.0
$39
100%
Case.one reviews

Case.one

Free Legal Case Management Software
8.0
$0.99
-
Jarvis Legal reviews

Jarvis Legal

Free Legal Case Management Software
7.8
$39
96%
CaseFox reviews

CaseFox

Free Legal Case Management Software
8.7
$39
97%

Things to consider when you invest in a SaaS

SaaS software provides many advantages such as easy setup, access, and integration as well as data security. To select the perfect solution for your needs, you need to do your homework thoroughly. To start, begin with the following tips to consider and analyze the various products:

Know your needs: First, be certain about your company’s needs and requirements. Why do you need to spend on a SaaS solution? What tasks and goals do you intend to accomplish with the solution? If you are clear about your requirements, you can easily find a suitable app that fulfills them.

Compare features and price: Make a shortlist of SaaS solutions that offer the features you need and are within your budget. Browse online reviews of the shortlisted apps to get an idea of what each one offers.

Use the free trial and extend it if necessary: Subscribe to the free trials of the shortlisted apps and check out their features firsthand. This will help you to understand if the software provides what you need to improve your firm’s effectiveness and productivity. Request an extension of the free trial if the time is too short to learn about the solution’s effectiveness.

Talk to the vendor: Finally, talk to each vendor about the assistance and support they can offer. Try to discuss the cost and get discounts. Ask about the training and consultation they offer to help you to utilize the system efficiently.

Frequently asked questions about Free Legal Case Management Software

What is the best free legal case management software?

The best free legal case management software is Case.one. It is an intuitive case management solution created for small and large law firms alike. The software simplifies many processes to ensure that legal staff can focus on important work.

For instance, it comes equipped with workflow management tools and task management options so that you can ensure the seamless completion of all case-related paperwork and responsibilities. It also has a file management system that lets you store documents safely as well as organize all important information on your cases. Moreover, there’s a client management function that can document important information on your clients.

Case.one is also available on mobile devices, which means lawyers have access to documents and relevant data anywhere.

What are the benefits of free legal case management software?

Case management platforms are developed to handle the different workflows of your legal operations. This said, it can provide the following advantages to organizations:

  • Improved team collaboration. As case management platforms come with unified databases, task management tools, calendars, and even built-in communication systems, they can help boost team collaboration. It helps attorneys, paralegals, and other staff members to stay on the same page at all times. They can also set up alerts so everyone is notified every time there are updates on a case.
  • Enhanced document organization. These software can serve as centralized repositories for all case documents. In many cases, aside from document storage, these tools can also handle indexing, tagging, and categorization. This way, search and retrieval are much faster.
  • Transparent time tracking. Advanced case management software typically has time tracking tools that make it easy to record billable hours accurately. This way, you can keep invoicing and billing more transparent as well as generate them faster.
What are the features of free legal case management software?

With the plethora of legal case management software on the market, it can be difficult to pinpoint which ones offer the features you actually need. To help you out, here are a few of the core functionalities that you should look for:

  • Case management. This includes features such as case organization, tagging, and categorization. It is also used to store any important notes on specific cases.
  • Document management. This is a module that handles the storage and management of all documents related to cases. It serves as a repository or archive of all legal files.
  • Scheduling system. This includes a calendar where attorneys and staff members can schedule meetings, deadlines, and other activities. This is often shareable and equipped with real-time alerts.
What is the easiest free legal case management software?

Most legal case management software that are available for free are easy to use. In many cases, they have only the essential features so there’s little to no learning curve. Some examples of these include:

  • Case.one. This platform serves as a unified environment wherein attorneys can perform workflow management, file management, task management, and time management. It also has a client management tool that allows users to simplify onboarding and follow-ups.
  • Jarvis Legal. This is a straightforward web-based law practice management system built for firms of any size. Its core features include document automation, time tracking, and billing. It also has reporting functions that allow law firms to gain insights into their day-to-day operations.
Louie Andre

By Louie Andre

B2B & SaaS market analyst and senior writer for FinancesOnline. He is most interested in project management solutions, believing all businesses are a work in progress. From pitch deck to exit strategy, he is no stranger to project business hiccups and essentials. He has been involved in a few internet startups including a digital route planner for a triple A affiliate. His advice to vendors and users alike? "Think of benefits, not features."

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