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description: Page 3 - Discover the best Case Management Software for your organisation. Compare top Case Management Software tools with customer reviews, pricing and free demos.
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title: Page 3 - Best Case Management Software - 2026 Reviews, Pricing & Demos
---

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# Case Management Software

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## Products

1. [Law Ruler Software](https://www.softwareadvice.com.au/software/63233/lawruler) — 4.8/5 (46 reviews) — Law Ruler is redefining what legal practice management and intake software should be for volume litigation practices ...
2. [CaseWorthy](https://www.softwareadvice.com.au/software/49357/caseworthy) — 4.4/5 (44 reviews) — CaseWorthy is a cloud-based, SaaS, purpose-built case management solution designed for human service agencies, nation...
3. [Shape](https://www.softwareadvice.com.au/software/49041/shapeb) — 4.7/5 (44 reviews) — Shape's cloud-based solution offers tools designed to manage online marketing and promotions, capture leads from onli...
4. [PlanStreet](https://www.softwareadvice.com.au/software/241806/planstreet) — 4.3/5 (44 reviews) — Consolidate data, organize information, and reduce your stress with PlanStreet's configurable Case Management Softwar...
5. [CaseFleet](https://www.softwareadvice.com.au/software/100640/casefleet) — 4.7/5 (39 reviews) — CaseFleet is cloud-based, legal case management software that helps users organize case facts, track deadlines and ma...
6. [Best Case](https://www.softwareadvice.com.au/software/100574/best-case) — 3.9/5 (39 reviews) — Best Case by Stretto, used to prepare more than 80% of the bankruptcy cases filed nationwide, represents the industry...
7. [Halcyon Death Care Management Solutions](https://www.softwareadvice.com.au/software/326171/halcyon-death-care-management-solutions) — 4.8/5 (38 reviews) — Halcyon Death Care Management Solutions has features for human resource tracking, financial management, form librarie...
8. [Gather](https://www.softwareadvice.com.au/software/244353/gather) — 4.9/5 (38 reviews) — People are at the heart of what we do. Gather is the funeral home software designed to help you start, sustain, and s...
9. [SurePoint Practice Pro](https://www.softwareadvice.com.au/software/121966/SurePoint-Practice-Pro) — 4.5/5 (31 reviews) — SurePoint Practice Pro (formerly ZenCase) is the modern legal practice management solution built for firms of every s...
10. [Osprey Approach](https://www.softwareadvice.com.au/software/52345/osprey-approach) — 3.9/5 (30 reviews) — The all-in-one legal accounting, practice, and case management software solution that makes running your law firm eas...
11. [Legal Files](https://www.softwareadvice.com.au/software/139621/legal-files) — 4.5/5 (29 reviews) — Legal Files is a legal case management solution that helps government agencies, corporations, universities and insura...
12. [Quill](https://www.softwareadvice.com.au/software/138130/interactive) — 4.0/5 (24 reviews) — Quill is a cloud-based legal management solution that lets law firms streamline the entire litigation lifecycle, from...
13. [ASI-ware](https://www.softwareadvice.com.au/software/129658/asiware) — 4.6/5 (24 reviews) — ASIWare is a cloud-based data management solution that assists child placement and social service agencies with organ...
14. [RazorLex](https://www.softwareadvice.com.au/software/188473/law-practice-cloud) — 4.6/5 (22 reviews) — "Introducing RazorLex, the future of law firm operations. RazorLex is a comprehensive practice management solution ta...
15. [SurePoint Finance Core](https://www.softwareadvice.com.au/software/6431/coyote-analytics) — 4.4/5 (21 reviews) — SurePoint Finance Core (formerly Coyote Analytics) is tailored for small and mid-sized law firms or lean finance team...
16. [CaseMap+ AI](https://www.softwareadvice.com.au/software/101108/casemap) — 3.7/5 (21 reviews) — CaseMap is a legal management software that helps businesses track case progress and streamline litigation processes....
17. [Case Master Pro](https://www.softwareadvice.com.au/software/64997/case-master-pro) — 5.0/5 (19 reviews) — Case Master Pro is a legal case management solution that helps law firms and debt collectors manage case files and ac...
18. [CasePacer](https://www.softwareadvice.com.au/software/103028/casepacer) — 4.7/5 (19 reviews) — CasePacer is a case management software designed specifically for personal injury law practices, offering tools to ma...
19. [LegalSurf](https://www.softwareadvice.com.au/software/513678/LegalSurf) — 4.9/5 (18 reviews) — LegalSurf is a legal management software that helps law firms and legal departments streamline operations. It caters ...
20. [Knowliah](https://www.softwareadvice.com.au/software/100505/knowliah) — 3.9/5 (16 reviews) — Knowliah is a cloud-based legal case and knowledge management solution that allows enterprise-level law firms and cor...
21. [dealcloser](https://www.softwareadvice.com.au/software/50281/dealcloser) — 4.8/5 (15 reviews) — dealcloser is a cloud-based legal transaction processing solution designed for corporate lawyers. It helps law firms ...
22. [Bonterra ETO](https://www.softwareadvice.com.au/software/430167/eto-software) — 3.2/5 (15 reviews) — ETO is a cloud-based case management platform that helps manage data, share information and track work progress. Desi...
23. [Exponent Case Management](https://www.softwareadvice.com.au/software/341761/exponent-case-management) — 4.8/5 (14 reviews) — Exponent Case Management is a cloud-based solution that helps mid-to-large nonprofits and human service agencies driv...
24. [LegalEdge](https://www.softwareadvice.com.au/software/7756/legaledge) — 4.7/5 (13 reviews) — LegalEdge is a legal case management solution for government, city and county attorneys, agencies, tribal government ...
25. [OneAdvanced Legal](https://www.softwareadvice.com.au/software/100562/alb) — 3.9/5 (13 reviews) — OneAdvanced Legal is a powerful, cloud-native legal software portfolio designed specifically for UK and Irish law fir...

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## Related Categories

- [Investigation Management Software](https://www.softwareadvice.com.au/directory/4635/investigation-management/software)
- [Government Software](https://www.softwareadvice.com.au/directory/4240/government/software)
- [HIPAA Compliance Software](https://www.softwareadvice.com.au/directory/4599/hipaa-compliance/software)
- [Legal Practice Management Software](https://www.softwareadvice.com.au/directory/3006/law-practice-management/software)
- [Nonprofit Software](https://www.softwareadvice.com.au/directory/4280/nonprofit/software)

## Links

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-----

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With Law Ruler, you will finally have a complete solution that allows you to manage your firm from Intake to Settlement.  \n\nLaw Ruler offers a full suite of modern, easy-to-use document management, text e-sign tools, email marketing, powerful automation of emails/text messages/tasks, expense/settlement tracking, contact & intake management, calendaring and docketing, billing and invoicing, click-to-call phone dialer, medical record ordering, and integration with law firm websites and over 1,500 legal industry vendors.\n\nIn addition, if your firm is only looking for intake software, Law Ruler also offers a legal intake CRM that could be used on a standalone basis and paired with other 3rd-party practice management. \n\nPricing is subscription-based depending on the number of users. 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Key features include robust, self-configuration tools, advanced communication tools through notifications, texts & email, e-signature, analytics and reporting, document management, rule-based workflows, compliance management & reporting, individual, program, location & organization-wide data management, and more.\n\nWith the Spacial Mapping feature, users can define geographic regions and view clients, providers and ongoing services in multiple regions. The group emailing and mass content feature allows users to send templated & customized emails and event specific notifications to clients and providers.\n\nCaseWorthy's reporting and analytics features allows users to create automated charts and export data in multiple formats to display efforts. The rules-based eligibility feature allows users to set up rules and conditions for adding clients and determining program eligibility. CaseWorthy can be used across a variety of programs and social causes including employment services, homeless management, victims services, refugees, veterans, education, senior services and meal delivery, and youth and family services.\n\nCaseWorthy stands above the rest through the creation and ongoing development of a database built by human service experts FOR human service experts.  CaseWorthy provides tools for human services agencies to manage their unique program efforts the way that works best for their clients to ensure service provision and outcome impact is top of mind for their day-to-day service providers.  Our leadership, account management, and support teams are staffed with subject matter experts intended to be CaseWorthy experts guiding you in not only system configuration but how to envision and create your goals and objectives within the CaseWorthy application.  We understand the importance of your work and the prioritization of those in need which enhances our true partnerships with our customers beyond data management.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/fb0df221-0e44-4470-a0b1-ab72d77bc319.png","url":"https://www.softwareadvice.com.au/software/49357/caseworthy","@type":"ListItem"},{"name":"Shape","position":3,"description":"Shape's cloud-based solution offers tools designed to manage online marketing and promotions, capture leads from online sources, organize sales pipelines, connect with customers and automate everyday tasks. Shape is suitable for businesses in industries such as legal, real estate, mortgage, insurance, education, hvac and construction.\n\n\nShape's collaboration tools facilitate project information sharing within and across departments and user roles. It includes a centralized repository to store prospects, accounts, contacts, documents, photos, billing and transactions and e-signature agreements in one place.\n\n\nShape’s customizable dashboard enables users to keep track of department-specific performance indicators and explore business-relevant trends. Additional features include call scripting, drip campaign automation, task scheduling, reporting and integration with Outlook and Gmail.\n\n\nShape is available on a per user per month subscription with no annual contracts and offers customer support via an online knowledge base, phone and email.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/3bca0b2f-7b74-41cd-a603-ad186a618a8d.png","url":"https://www.softwareadvice.com.au/software/49041/shapeb","@type":"ListItem"},{"name":"PlanStreet","position":4,"description":"Consolidate data, organize information, and reduce your stress with PlanStreet's configurable Case Management Software. Our software solution was developed with non-profits, human services, and social services in mind, designed to reduce the stress of overwhelming workloads.\n\nAnalytics & Reporting:\nIs your organization's data stored in Excel, using multiple forms, and an outdated CRM? PlanStreet streamlines the process to put all information in one central location. \n\nOur robust reporting solution allows you to build your own tailored reports to fit your organization's needs.\nEasily visualize your data in a few simple clicks with hundreds of data visualizations, tight Excel integration, and pre-built and custom data connectors. This way, you can stay prepared for stakeholders/donors, attract more funding, and track inventory in a simple way. \n\nEasy-to-Use Client Portal: \n- Efficiency: Reduce paperwork with online forms. \n- Scheduling: Manage multiple client's different availability with an embedded scheduling tool. \n- Collaboration: Shared documents can be placed right in the client portal, reviewed, and signed off on electronically. \n- Security: Our software uses data encryption and permissions to make sure that only those authorized to have client data have access.\n- Invoicing: invoices directly to clients and avoid the delay of traditional mail.\n\nAdvanced Form Builder: \nCollect client information with our custom form builder. Our team will work with you to generate personalized forms your organization needs: \n- Automatic API Generation \n- Create Conditional Fields \n- Upload Files \n- eSignatures \n- Custom Layouts \n- Offline Mode \n\nConfigurable Software:\nHighly customizable user interfaces, custom reports, and a full-scale offering of services allow for PlanStreet to optimize any part of your organization when you need it.\n\nMaintain Federal Requirements: \nWe provide customers with a HIPAA compliant secure and reliable environment for the cloud-based applications. PlanStreet has come up with a security model that covers all aspects of cloud-based systems.\n\nOur 24/7 security team analyzes an organization's information security risks, taking note of all threats and vulnerabilities, and implements a complete set of information security controls.\n\nAttract More Funding:\nShowcase your mission to potential donors by using our customizable reporting features. Better engage stakeholders, track your impact, and grow your organization. \n\nCentralize Data:\nStop using multiple platforms to store client and business data. PlanStreet puts all your information in one place. Not only does this help streamline your processes and team, but also allows your organization to focus on growth.  \n\nWho Uses PlanStreet? \n- Mental Health Services \n- Foster Care/Child Services \n- Homessless Management (HMIS) \n- Food Pantry Management\n- Reentry Programs\n- Veterans Management\n- Disaster Case Management \n\nPlanStreet's case management software is tailor-made for social, healthcare and human services organizations. It eliminates manual processes and paperwork providing caseworkers a safe and secure platform. \n\nOur case management software automates manual processes and forms. Access it from the office, home or the field, wherever you are. Caseworkers, service providers and other stakeholders can easily use the software and access the important data related to them. We also offer a custom pricing structure!","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/978a3a98-cdb4-44c8-b71c-db398cf57657.png","url":"https://www.softwareadvice.com.au/software/241806/planstreet","@type":"ListItem"},{"name":"CaseFleet","position":5,"description":"CaseFleet is cloud-based, legal case management software that helps users organize case facts, track deadlines and manage litigation and investigations.\n\nCaseFleet allows users to detail out the facts of each case in a timeline including witnesses, locations, dates and evidence to create case chronologies. Users can attach documents and case facts to time points. Users can search facts, sort by date and time and edit facts inline. They can also filter by contacts, issues, date ranges and sources. Users can create facts by highlighting the text in their documents.\n\nCaseFleet’s robust search feature allows users to find keyword matches in the text of their documents. Matching text gets highlighted as users start searching in the document.  \n\nCaseFleet provides two-factor authentication, 256-bit encryption and data backups. Support is provided via email. Pricing is subscription-based depending on the number of users per month.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/d1c30982-a74d-417d-813b-eb9b673f6085.png","url":"https://www.softwareadvice.com.au/software/100640/casefleet","@type":"ListItem"},{"name":"Best Case","position":6,"description":"Best Case by Stretto, used to prepare more than 80% of the bankruptcy cases filed nationwide, represents the industry-leading case preparation and filing software for Attorneys. Providing a myriad of useful and time-saving features, this best-in-class technology simplifies workflows and eases operational burdens.\n\nStretto continually updates federal and local forms, as well as IRS and Census Bureau data, to ensure that Attorneys have access to the most current information and remain compliant with court requirements. OneTouch®, the electronic filing feature of Best Case, instantly navigates the court’s website and uploads the proper documents while delivering a case number and court receipt. Conveniently, OneTouch® also creates and automates the post-petition filing of Form 423 and the Chapter 13 Plan.\n\nBest Case includes access to the three primary credit-report bureaus enabling Attorneys to access and directly import the bureaus’ data into the software. On average, bankruptcy Attorneys save 60 minutes of data entry per case by importing credit report data directly into the Forms and Schedules. In addition to providing credit reports, Best Case allows Attorneys to easily order bankruptcy courses, tax transcripts and other important documents. Our proprietary technology also increases productivity and Attorney accuracy with one-of-a-kind features enabling Attorneys to submit documents directly to Chapter 7 Trustees.\n\nWith strong technical backgrounds and subject-matter expertise, Stretto’s Support Team is well-positioned to assist bankruptcy Attorneys. We swiftly and efficiently answer questions by phone or email and can also provide remote support to address any complex concerns to minimize disruption to business operations.\n\nStretto is also committed to helping law firms fully utilize Best Case by providing a wide variety of educational tools and resources. We offer helpful guides, informative videos and regularly scheduled live webinars so Attorneys gain valuable insights about Best Case features and functionality.\n\nFor more information, please visit bestcase.com.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/beaec1e5-b298-4bf6-8e79-2c58a05a97c4.png","url":"https://www.softwareadvice.com.au/software/100574/best-case","@type":"ListItem"},{"name":"Halcyon Death Care Management Solutions","position":7,"description":"Halcyon Death Care Management Solutions has features for human resource tracking, financial management, form libraries and reporting. Whether you have one location or locations in multiple states, provinces or regions, Halcyon's deathcare management solutions can handle the job. With its powerful DCMS, staff can manage their funeral home or crematory in a fast and cost-effective way. Users are able to maintain each client's personal and financial information securely, as well as generate forms, contracts and more.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/5cf6c030-99e1-4086-9c6a-367aa8df4d3b.png","url":"https://www.softwareadvice.com.au/software/326171/halcyon-death-care-management-solutions","@type":"ListItem"},{"name":"Gather","position":8,"description":"People are at the heart of what we do. \n\nGather is the funeral home software designed to help you start, sustain, and scale your funeral home business. Our cloud-based platform is designed (and consistently updated) to help you ultimately focus on what matters most: your families.\n\nOur easy-to-navigate platform can be used from any device, provides simple collaborative tools for your families, and integrates with our funeral live streaming and funeral home website design solutions as well.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/16928eaf-db2a-4960-9a9c-789a109a391b.png","url":"https://www.softwareadvice.com.au/software/244353/gather","@type":"ListItem"},{"name":"SurePoint Practice Pro","position":9,"description":"SurePoint Practice Pro (formerly ZenCase) is the modern legal practice management solution built for firms of every size. It unites matter management, workflow automation, and collaboration in one platform to help firms scale quality across matters, reduce administrative burden, and deliver consistent client outcomes. Attorneys gain clear next steps, faster drafting, and AI-powered time capture that ensures billable hours aren’t lost. Administrators streamline billing prep and onboarding with reusable templates, while finance leaders benefit from cleaner data, smoother invoicing, and integration with SurePoint Finance solutions. With centralized firm knowledge, embedded legal intelligence, and a secure client portal, Practice Pro empowers law firms to operate smarter, improve profitability, and thrive in a rapidly changing legal market.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/98a5e747-1284-4efb-be5a-5d507effcf7b.png","url":"https://www.softwareadvice.com.au/software/121966/SurePoint-Practice-Pro","@type":"ListItem"},{"name":"Osprey Approach","position":10,"description":"The all-in-one legal accounting, practice, and case management software solution that makes running your law firm easier. \n\nOsprey Approach is a trusted software partner to SME law firms nationwide, who utilise the software and support services to save time, run a profitable firm, enhance client service, and ensure compliance. \n\nOsprey Approach is a fully integrated solution that provides legal accounting, time recording, billing, client management, business intelligence, client portal, configurable sector-specific workflows, document production and case management features and functionality. \n\nAll your firm’s data, documents, and communications are centralised into one system helping you reduce errors, streamline processes, and stay compliant whilst delivering a quality client service. Securely hosted, and accessible via your internet browser, you can manage a hybrid team easily and improve collaboration across departments. \n\nOsprey integrates with market-leading business tools including Microsoft 365, Lexis Smart Forms, InfoTrack, DocuSign, and TextAnywhere.\n\nOsprey support & training \n\nTo help make running a law firm easier, Osprey provides all law firms and their teams with ongoing software support and training. Access unlimited training, telephone-first support, and regular check-ins from your success manager to ensure the software is helping you meet your business goals and achieve a return on your investment. \n\nOsprey empowers your entire team\n\nCashiers & accounts teams: SRA compliant accounting software helps you easily manage requisitions, bills, client ledgers, office accounts and financial reporting from one platform. \n\nCompliance officers: effectively manage you data, standardise processes with workflows, and create a digital audit trail that helps you evidence risk management procedures and ensure compliance. \n\nSolicitors & support staff: integrated time recording, document and form production, matter management, and client communication tools help to save you time and progress cases quicker. \n\nManagement: access real-time data and intuitive reporting tools to gain full visibility of your firm’s performance to make data-driven decisions that help you stay competitive.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/a3e9d144-1eed-4c7e-977d-b0ceda1deb06.png","url":"https://www.softwareadvice.com.au/software/52345/osprey-approach","@type":"ListItem"},{"name":"Legal Files","position":11,"description":"Legal Files is a legal case management solution that helps government agencies, corporations, universities and insurance companies centrally organize contacts, documents, emails, deadlines and other critical data. The software integrates seamlessly with Microsoft Outlook, enabling users to consolidate file-related emails, calendars and tasks in a single platform. Users have the flexibility to deploy Legal Files either on-premises or via the cloud, depending on their organizational needs.\n\nLegal Files allows users to manage their work from any location at any time. The tool is designed to help organizations handle increased workloads by automating routine administrative tasks and standardizing daily operations. It enables users to capture and track emails, attachments, scanned images, notes, calendars, tasks, documents, contact information, time logs, case details and more, ensuring everyone within the organization has access to up-to-date information.\n\nLegal Files integrates with commonly used software programs, including Outlook, Google Mail and Microsoft Office products, enhancing compatibility and workflow efficiency. Additionally, Legal Files provides installation assistance, training and ongoing support to ensure users can effectively implement and maintain the system within their operations.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/96843b43-1f85-4a48-a446-5ddaa3fbc137.webp","url":"https://www.softwareadvice.com.au/software/139621/legal-files","@type":"ListItem"},{"name":"Quill","position":12,"description":"Quill is a cloud-based legal management solution that lets law firms streamline the entire litigation lifecycle, from managing matters to automating accounting operations. It enables lawyers to organize and electronically file documents such as contracts, affidavits and more in real-time.\n\n\nFeatures of Quill include time recording, form production, billing, invoicing, appointment scheduling, cost estimation, email management, reporting and more. The application allows professionals to track and edit data including client cases, personal contact information and payment statuses. Additionally, it helps legal practitioners or support staff obtain training by attending courses on the platform.\n\n\nQuill comes with an application programming interface (API), which lets businesses integrate the system with several third-party platforms including Redbrick Solutions, NetDocuments, FormEvo and Bundledocs. Pricing is available on a monthly subscription and support is extended via phone, email and other online measures.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/937af6bf-9977-45e5-b465-bbc5ceb9749d.png","url":"https://www.softwareadvice.com.au/software/138130/interactive","@type":"ListItem"},{"name":"ASI-ware","position":13,"description":"ASIWare is a cloud-based data management solution that assists child placement and social service agencies with organizing and streamlining information. It helps businesses track client data, generate reports and measure the progress of their projects.\n\n\nKey features of ASIWare include case management, invoicing, payments and time tracking. Its foster home module helps caseworkers keep a track of the well-being of children under their care. Supervisors can use its billing and costing provision to conduct audits and manage compliance across operations. Other features offered are license management, foster home payments and referral tracking.\n\n\nASIWare offers a custom development functionality that allows users to define their data management requirements and choose the metrics that are relevant for their agencies. It is available on a monthly subscription and support is provided via phone and online help desk.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/d3812218-aab9-4bce-935b-5128a106bc48.png","url":"https://www.softwareadvice.com.au/software/129658/asiware","@type":"ListItem"},{"name":"RazorLex","position":14,"description":"\"Introducing RazorLex, the future of law firm operations. RazorLex is a comprehensive practice management solution tailored for law firms. With a proven track record and a suite of integrated modules, RazorLex empowers firms to efficiently manage their practice, resources, and profitability.\n\nRazorLex offers a distinctive, automated, and integrated law practice ecosystem, featuring a variety of modules such as Time & Billing, Finance & Accounting, Project Management, Human Resource Management, CRM, Document Management, Knowledge Management, and Document Assembly.\"\n\nRazorLex is an award-winning Legal Technology leader - empowering law firms with cutting-edge and intuitive solutions, RazorLex stands at the forefront of legal technology. Our Razor platform, a meticulously designed Multi AI and Blockchain-Powered ecosystem, addresses the specific needs of law firms, transforming their practice to meet evolving customer expectations and a competitive market landscape.\n\nRecognized as the “Outstanding Legal Innovator” by the Asia-Pacific Legal Innovation & Technology Association in 2022, RazorLex boasts: 100+ Success Stories; 10,000+ Users; 95% Client Retention.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/cacbe556-962b-4047-9073-1871e240d479.png","url":"https://www.softwareadvice.com.au/software/188473/law-practice-cloud","@type":"ListItem"},{"name":"SurePoint Finance Core","position":15,"description":"SurePoint Finance Core (formerly Coyote Analytics) is tailored for small and mid-sized law firms or lean finance teams that manage daily billing and accounting processes, empowering them to work faster, reduce administrative burden, and shorten billing cycles without the complexity of multiple disconnected tools.\n\nPurpose-built for legal accounting and billing, Finance Core unifies timekeeping, payables, receivables, reporting, and trust management into one intuitive system, helping firms eliminate manual work, improve accuracy, and make data-driven decisions with confidence.\n\nFinance Core supports the complete billing lifecycle, from time entry to collections. Attorneys and staff can easily record billable time and expenses—whether in the office or on the go—and save entries directly to matters. \n\nA flexible pre-bill review experience allows billing attorneys to adjust fees, transfer entries, add notes, and apply client-specific billing rules before invoices are finalized. Automated billing rules reduce errors and write-offs, while integrated digital payment options, including online and credit card payments, help firms accelerate cash flow and get paid faster.\n\nFinance Core delivers legal-focused accounting capabilities, including general ledger management, accounts payable and receivable tracking, trust accounting, and bank reconciliation. \nReal-time updates ensure financial information remains accurate as invoices are processed and payments are applied. Firms can import financial data, establish monthly budgets, and maintain a complete audit history to support compliance and sound accounting practices.\n\nWith built-in reporting and business intelligence tools, Finance Core provides firm leaders and finance teams with real-time insights into key performance indicators, including realization, utilization, profitability, and aging. Customizable dashboards allow users to analyze trends by timekeeper, client, practice area, or matter—helping firms identify opportunities, predict future needs, and make informed strategic decisions. By centralizing financial data in one system, firms can more easily monitor overall financial health and align resources with priorities.\n\nFinance Core also supports greater collaboration and consistency across teams by centralizing client, matter, document, and contact information. Integrations with practice management, document management, and productivity applications help reduce duplicate data entry and keep financial activities connected to the broader matter workflow. Calendar synchronization and document automation further streamline daily processes and help teams stay organized.\n\nTo support onboarding and long-term adoption, SurePoint provides access to user documentation, role-based training, on-demand resources, and regular release updates. Whether used by administrators, finance professionals, or timekeepers, the platform is designed to be intuitive and easy to learn, helping firms get up and running quickly and continue improving over time.\n\nAs part of the SurePoint Legal Suite, SurePoint’s Finance Solutions offer a modern, unified approach to law firm financial management. Finance Core combines accounting, billing automation, timekeeping, reporting, and integrated payments in a single platform, giving small and mid-sized firms the tools they need to streamline daily operations, improve accuracy, and drive stronger firm performance.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/0e0965fa-8254-47f2-8951-d9b0545401ee.png","url":"https://www.softwareadvice.com.au/software/6431/coyote-analytics","@type":"ListItem"},{"name":"CaseMap+ AI","position":16,"description":"CaseMap is a legal management software that helps businesses track case progress and streamline litigation processes. It comes with a dashboard, which enables professionals to manage case documents and share files with team members, improving collaboration across the organization.\n\nFirms can use CaseMap to add annotations or notes in documents, generate case reports and export them in CSV format for future reference. With its search functionality, firms can locate and retrieve specific case facts or files from the database. Additionally, it lets users create new cases and distribute reporting tasks among team members.\n\nMoreover, CaseMap offers robust transcript management, empowering users to search for key details in depositions while synchronized video playback facilitates easy fact-finding, annotation, and report creation. The software also incorporates AI-assisted workflows to expedite the process of getting up to speed on new documents as they are uploaded. The document viewer feature allows for seamless review and annotation of documents without the need to open external applications, while optical character recognition (OCR) capabilities enable the extraction and analysis of data from image files without manual input.\n\nOne particularly advantageous aspect of CaseMap is its anywhere access, providing users with real-time updates accessible from any device. Moreover, for existing CaseMap subscribers, the offering includes a full suite of litigation products, with CaseMap Cloud complemented by a range of technology solutions aligned to litigation workflows. This suite includes award-winning tools such as Sanction, Lexis for Microsoft Office, Search Advantage, CourtLink, and Product Liability Navigator, offering a comprehensive ecosystem to support legal professionals from case intake to trial or settlement.\n\n\nCaseMap enables lawyers to organize witness lists, case chronology, document indices, privilege logs, deposition summaries and case issues using spreadsheets. Pricing is available on monthly subscriptions and support is extended via phone, live chat, FAQs, documentation and other online measures.\n\nCaseMap's robust and user-friendly features coupled with its seamless integration with other legal solutions positions it as a valuable asset for legal professionals seeking to enhance their case management and analysis processes. From time-saving functionalities to AI-assisted workflows and comprehensive litigation product suites, CaseMap stands as a powerful tool to streamline and optimize legal workflows.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/57b146a1-1417-44a3-91a9-69f28464478d.png","url":"https://www.softwareadvice.com.au/software/101108/casemap","@type":"ListItem"},{"name":"Case Master Pro","position":17,"description":"Case Master Pro is a legal case management solution that helps law firms and debt collectors manage case files and accounting operations. It enables lawyers to store critical documents in a centralized database, assign task lists to specific employees, and track case files with information related to opponents, accounts, litigation or judgments and can be setup in less than a week.\n\n\nKey features of Case Master Pro include bookkeeping, scheduling, check printing, invoicing, transaction management, account reconciliation and outside counsel login. It allows administrators to configure security settings, and create customizable reports to gain insights into organizational performance. Plus, it includes a self-service portal, which lets clients access documents, images and claims related to their individual case files online.\n\n\nCase Master Pro facilitates integration with QuickBooks and Peachtree to export checks, general ledger and reconciliation data to external accounting systems. It also provides enterprises with CMP imaging functionality to convert physical documents and existing files into viewable electronic formats, streamlining workflows across the organization.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/4e159490-12f9-49f9-b562-ff0cf58bbc61.png","url":"https://www.softwareadvice.com.au/software/64997/case-master-pro","@type":"ListItem"},{"name":"CasePacer","position":18,"description":"CasePacer is a case management software designed specifically for personal injury law practices, offering tools to manage case details, documents, negotiations, settlements, and related activities. The platform features an automatic workflow system that helps ensure consistency across cases by prompting users for required items and assigning tasks to appropriate team members. This workflow supports smooth transitions of cases between team members and departments, from intake to settlement, and can be customized to meet the specific operational needs of a firm.\n\nKey features include document creation, editing, and management, which allow team members to track activities and collaborate efficiently without overwriting past versions of documents. The integrated email tool enables users to create case-specific email addresses, fostering streamlined collaboration and preserving email histories tied to individual cases. For litigation management, the platform supports organization of trial-related details, including complaints, court staff, defendants, witnesses, and trial notes.\n\nThe platform also allows users to build comprehensive case databases containing client information, insurance data, medical evaluations, and economic loss statements. CasePacer’s implementation process is supported by an experienced Customer Success Team, composed of paralegals with a deep understanding of case workflows and legal best practices. This team assists firms in organizing documents, managing deadlines, and optimizing the use of CasePacer's features, ensuring a smooth onboarding experience.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/41b4c1f4-b6ac-4515-89f1-76cac82b7df2.png","url":"https://www.softwareadvice.com.au/software/103028/casepacer","@type":"ListItem"},{"name":"LegalSurf","position":19,"description":"LegalSurf is a legal management software that helps law firms and legal departments streamline operations. It caters to professionals and small teams looking to digitize the legal practice and improve productivity.\n\nThe platform includes centralized case management, allowing users to organize and track all legal matters in a centralised place. It also offers collaboration and communication tools to simplify teamwork, as well as automation capabilities to streamline workflows and tasks. LegalSurf integrates with Google Calendar for scheduling and WhatsApp for client communication, enhancing efficiency. Additionally, the product's mobile app provides users with on-the-go access to legal information.\n\nBy centralizing case management, automating processes, and facilitating collaboration, LegalSurf helps legal professionals focus on core work and deliver better service to the clients.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/fbb708fb-d66e-45b4-be51-983d11c32a11.jpeg","url":"https://www.softwareadvice.com.au/software/513678/LegalSurf","@type":"ListItem"},{"name":"Knowliah","position":20,"description":"Knowliah is a cloud-based legal case and knowledge management solution that allows enterprise-level law firms and corporate legal counsel to effectively manage and organize matters and unstructured information/knowledge for improved decision making. With Knowliah's intelligent information management engines and Smart Search, legal professionals are able to find exactly what they need without the frustration of searching through countless documents. Key features include document and email management, knowledge management with enterprise search, and life-cycle case management. \n\n\nKnowliah uses innovative algorithms to distill and enrich text with meta-data to manage unstructured information and knowledge. Text, documents, and emails are all automatically analyzed, enriched and classified, in Knowliah's document storage. With enterprise search capabilities, users can search and browse knowledge that matches the specific keyword searched.\n\n\nKnowliah provides 360 coverage of all cases is able to automatically keep track of any cases. For secure access, Knowliah ensures compliance with laws such as GDPR, SOW and many more. Administrators can establish security rules and access rights to restrict access to specific information. \n\n\nOther features include dynamic reporting, automatic notifications and workflows, archiving, and audit logging.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/392eea3c-0a0a-4b10-8b2a-2dc17f239395.png","url":"https://www.softwareadvice.com.au/software/100505/knowliah","@type":"ListItem"},{"name":"dealcloser","position":21,"description":"dealcloser is a cloud-based legal transaction processing solution designed for corporate lawyers. It helps law firms to process transactions, manage deals and handle administrative tasks.\n\n\ndealcloser provides a Dynamic Closing Agenda feature that allows lawyers to store legal documents in categories, manage document versions and send files to their clients for verification and signatures. Documents are encrypted both when they are sent to clients and within the dealcloser database.\n\n\ndealcloser also provides separate accounts for clients, which allows them to access case documents, receive case updates from lawyers, review and digitally sign documents. Users can also access the solution on mobile devices and review and sign transactional documents remotely. Additionally, dealcloser provides a project management dashboard that displays agenda details, pending signatures, user responsibilities and more.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/06db6d31-74d1-4b10-b4b7-0eb9c37fbfb9.png","url":"https://www.softwareadvice.com.au/software/50281/dealcloser","@type":"ListItem"},{"name":"Bonterra ETO","position":22,"description":"ETO is a cloud-based case management platform that helps manage data, share information and track work progress. Designed for large nonprofits, government agencies and community collaboratives in child services, health, human services, foundations, victim services and workforce sectors, it provides tools to track activities, collaborate with ease and make an impact on the growth of organizations.\n\n\nFeatures of ETO include service planning, form building, outcomes measurement and management, workflows, approvals, alerts, system integration, configurable dashboards and class reporting. Its system integration tool allows users to share data and integrate between systems to automated file transfers and customize software using application programming interface (API). Additionally, the platform comes with service planning module, which helps businesses track and manage client data, program enrollments, cases and service delivery.\n\n\nSupport is extended via online portal and pricing is available on request.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/08b9b6fb-e4a5-4168-8b92-2049386a5d70.png","url":"https://www.softwareadvice.com.au/software/430167/eto-software","@type":"ListItem"},{"name":"Exponent Case Management","position":23,"description":"Exponent Case Management is a cloud-based solution that helps mid-to-large nonprofits and human service agencies drive radically better impact with outcomes management, client lifecycles, service planning and referral tracking. The solution provides a unified platform enabling users to automate data entry and connect data to results.\n\nPrimary features of the platform include a visual dashboard, child welfare management, document management, reporting and statistics, scheduling, time tracking, training management, goal-setting indicators and more. Additionally, it allows custom intake forms, assessment generation, case notes, service planning, baseline tracking, and reporting and analytics.\n\nExponent Case Management integrates with Outlook, allowing users to send communication along with configurable email alerts and one-click data exporting. Pricing of Exponent Case management is available on request and support is extended via phone, an online help desk and documentation.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/295d7344-3a57-4b0f-8320-608fa4fc1ace.png","url":"https://www.softwareadvice.com.au/software/341761/exponent-case-management","@type":"ListItem"},{"name":"LegalEdge","position":24,"description":"LegalEdge is a legal case management solution for government, city and county attorneys, agencies, tribal government and school districts as well as prosecutors and public defenders. Civil Case screens include claims, contracts, litigation and general for such things as FOIA, legislative reviews, opinions, and ADR. Criminal prosecution screens include adult criminal, juvenile delinquency, dependency, mental health, traffic, and contempt.\n\nAll case screens can be selectively available on the same product, which means a municipal attorney can manage both the criminal and civil sides on the same product, sharing the same contacts. Additionally, LegalEdge offers integration options to other government agencies like police, courts and jails as well as Outlook or Google for appearances, tasks and linking emails to cases. Support is offered via phone and email.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/7245e0ee-7e25-4e4f-87ce-07793f10f04b.png","url":"https://www.softwareadvice.com.au/software/7756/legaledge","@type":"ListItem"},{"name":"OneAdvanced Legal","position":25,"description":"OneAdvanced Legal is a powerful, cloud-native legal software portfolio designed specifically for UK and Irish law firms. Whether you're a boutique practice or a large, multi-branch firm, OneAdvanced Legal brings together everything you need to manage your operations in one secure, compliant, and intuitive platform.\n\nDeveloped in collaboration with Microsoft, the system offers a modern, familiar interface that integrates seamlessly with Microsoft 365. This reduces training time, improves adoption, and enhances day-to-day productivity across your firm. With barrier-free access and mobile compatibility, legal professionals can work securely from anywhere, anytime.\n\nCore features include:\n\n1. Practice and case management\n2. UK legal accounting and billing\n3. Time recording\n4. Tax reporting and Making Tax Digital tools\n5. Legal Forms and Hub submissions\n6. Document storage and automated templates\n7. Client onboarding with AML and conflict checks\n8. National Will Register access\n9. E-learning and interactive training content\n10. Automated dashboards and reporting\n\nThe solution is built with compliance and resilience in mind, helping firms navigate regulatory frameworks including GDPR, SRA, LAA, and HMRC requirements. Hosted on Microsoft Azure, it delivers multi-layered security, disaster recovery, and data encryption as standard—giving peace of mind that your data (and your clients’ data) is fully protected.\n\nOneAdvanced Legal is more than a PCMS—it’s a complete legal operations ecosystem. Thanks to its SaaS subscription model, law firms can scale at their own pace without large up-front investment. You’ll also benefit from ongoing system updates, support from OneAdvanced’s UK-based team, and access to a library of best practices built from 35+ years in the legal tech space.\n\nJoin the 3,000+ firms already using OneAdvanced Legal to increase efficiency, reduce costs, and focus more time on delivering excellent client outcomes.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/30564b05-d9ac-4cfb-b883-5d4fb0177550.png","url":"https://www.softwareadvice.com.au/software/100562/alb","@type":"ListItem"}],"@id":"https://www.softwareadvice.com.au/directory/984/case-management/software?page=3#itemlist","numberOfItems":25}
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