CaseFleet is a cloud-based law practice management software with a clean interface and features designed to help litigators better manage cases. CaseFleet is a good fit for firms, especially litigators, looking for law practice management software with a powerful timeline tool to keep track of cases. It’s also great for firms who prefer to work with a visually clean and well-designed interface. However, it’s not a good fit if you want full accounting built into your LPMS.
For Law Practice Management Software, the following are essential features, and you should therefore expect to see a check in every box in this section.
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Billing. Although their legal billing feature doesn’t allow you to take online payments and lacks full accounting capabilities, you can still track your billable hours, send invoices and keep track of client payments when they come in.
Built in CRM. When it comes to staying on top of growing your law firm, CaseFleet’s legal CRM (customer relationship manager) feature can help you stay on top of incoming leads, remind you when you should reach out to potential new clients, and help you win over new customers.
Transcript viewer. CaseFleet offers a transcript viewer that allows you to more easily review, markup, highlight, and annotate deposition transcripts. It automatically generates pin cites of lines you highlight and allows you to attach comments and notes to the highlight to help you organize and contextualize your work.
Timeline. CaseFleet’s timeline feature lets you organize documents, edit, sort by date, time, and fact, attach documents or sources of evidence, and much more. Each case you open lets you add issues (that you can color code), facts, contacts, dates, sources, and citations to better help you tease out and analyze trends.
Calendar. Its calendar is another visually remarkable feature where you can view overlapping events, tasks and deadlines. You can even compare calendar dates and tasks from different cases side-by-side, which helps prioritize the most important tasks in your busy schedule.
Settlement tracker. One unique CaseFleet feature is its settlement tracker, where you can create and monitor offers and demands. You can also manage trust accounts and create transaction records when a payment is received.
Pricing for CaseFleet starts at $30/user/month at the annual rate for its Starter package. (Monthly pricing is 25% more.) This comes with chronology building tools, document review, data visualization, 20 documents per case, and witness and contact organization among other features.
For $75/user/month annually, you can get its Standard package which comes with all the features of the Starter package plus unlimited documents per case.
CaseFleet also offers an Enterprise level package, which offers custom pricing and plans for firms with 20 or more users, or who are interested in more custom features.
You can reach out to learn more or to sign up for its 14-day free trial.