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Description
We excel in offering innovative solutions such as Online Case Tracking (Portal), Case Management Software, Document Management, and Client Relationship Management/Business Management systems that cater to a diverse array of business sectors. Our clientele includes a wide spectrum of organizations, from large limited liability partnerships to small two-partner firms, as well as government entities and various commercial enterprises, including both large corporations and small to medium-sized enterprises. The platform provides a comprehensive overview of all cases within the system, with selection criteria that enable users to filter and sort results efficiently. Users can easily export their results to Excel with just one click. Accessing a specific case is as simple as a single click, and the workflow can be tailored to align perfectly with your unique needs. We are dedicated to collaborating with you to optimize the efficiencies that can be achieved by utilizing Legis Synergy. Additionally, our robust Document Management system offers the capability to search across all cases or showcase all incoming and outgoing documents for a particular case. Documents can be seamlessly uploaded to the case with a convenient drag-and-drop feature, simplifying the document storage process and enhancing overall productivity. Overall, our aim is to streamline your operations and improve case management efficiency significantly.
Description
Mitratech CaseCloud serves as a comprehensive legal case and financial management system designed for law firms and public-sector entities, operating on the Salesforce platform. It consolidates all case-related information from the initial intake stage to final resolution, providing a single interface for teams to track matters, manage tasks, share documents, communicate, meet deadlines, and oversee project advancements. Legal teams can work together in real time, enhancing their efficiency in routine tasks while leveraging Salesforce's integrated dashboards, reporting tools, and analytics for informed decision-making. Additionally, its expense optimization features simplify the processing of invoices and electronic billing, oversee timekeeper data and rates, document negotiations, and enable collaborative budget management while ensuring transparency and control over expenditures. Furthermore, the integration of AI-driven automation significantly decreases the burden of administrative tasks by taking care of repetitive jobs like billing, document generation, and updating case information, ultimately allowing legal professionals to focus more on their core responsibilities and strategic initiatives.
API Access
Has API
No
API Access
Has API
No
Integrations
ECFX Notice
No
Formstack
No
Mitratech HotDocs
No
Mitratech LegalHold
No
Salesforce
No
UniCourt Enterprise API
No
Integrations
ECFX Notice
Yes
Formstack
Yes
Mitratech HotDocs
Yes
Mitratech LegalHold
Yes
Salesforce
Yes
UniCourt Enterprise API
Yes
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
No price information available.
Free Trial
Yes
Free Version
No
Deployment
Web-Based
No
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
Yes
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
Yes
iPad App
Yes
Android App
Yes
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
Yes
Online Support
No
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
No
In Person
No
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
No
In Person
Yes
Vendor Details
Company Name
Legis Solutions
Website
www.legissolutions.co.uk
Vendor Details
Company Name
Mitratech
Founded
1987
Country
United States
Website
mitratech.com/products/casecloud/
Product Features
Legal Case Management
Billing Management
No
Calendar Management
Yes
Case Notes
Yes
Client Management
Yes
Communication Tracking
Yes
Conflict Management
Yes
Corporations
Yes
Court Management
Yes
Discovery Management
No
Docket Management
No
Document Management
Yes
Expense Tracking
Yes
Government
Yes
Law Firms
No
Records Management
Yes
Task Management
Yes
Time Tracking
Yes
Trust Accounting
No
Product Features
Enterprise Legal Management (ELM)
Contract Lifecycle Management
No
Document Management
No
Legal Automation
No
Legal Spend Management
No
Legal e-Billing
No
Matter Management
No
Reporting / Analytics
No
eDiscovery
No
Law Practice Management
Billing & Invoicing
No
CRM
Yes
Calendar Management
Yes
Client Portal
Yes
Conflict Management
Yes
Contract Management
Yes
Document Management
Yes
Email Management
Yes
Legal Case Management
Yes
Task Management
Yes
Time Tracking
Yes
Trust Accounting
No
Legal Billing
Accounting Management
No
Automatic Billing
No
Calendar Management
No
Case Management
No
Client Portal
No
Document Management
No
Expense Tracking
No
Time Tracking
No
Legal Case Management
Billing Management
No
Calendar Management
No
Case Notes
No
Client Management
No
Communication Tracking
No
Conflict Management
No
Corporations
No
Court Management
No
Discovery Management
No
Docket Management
No
Document Management
No
Expense Tracking
No
Government
No
Law Firms
No
Records Management
No
Task Management
No
Time Tracking
No
Trust Accounting
No
Legal Spend Management
Analytics / Reporting
No
Budgeting & Forecasting
No
Financial Controls
No
Insurance Claims Defense
No
Invoice Review
No
Legal e-Billing
No
Matter Management
No
Outside Counsel Management
No
Relationship Management
No
Strategic Planning
No
Vendor Management
No
