6 reasons why you should use Airtable for Legal case management software

6 reasons why you should use Airtable for Legal case management software

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Using Airtable as your case management platform

It’s no secret that Airtable is a leading legal case management software platform. In fact, it is the #1 no-code platform in America! So we are thrilled to share with you some of our favorite features and get into why Airtable can help your law practice needs.

How does legal case management software work?

Airtable is a leading legal case management software platform.  Designed for the modern lawyer, with features like time tracking, document management, tracking and billing built-in.

Whether it's for an individual attorney or for an entire firm, there are plenty of ways that you can improve the efficiency and accuracy with which you manage legal cases with practice management software.

Airtable lets you build your own apps to suit your law practice needs. You can also integrate Airtable practice management software with other business systems like Salesforce, QuickBooks or Xero.

This is an alternative to expensive preconfigured software for law firms of different sizes, like Clio or PracticePanther. In this article we are going to cover:

How to use Airtable for law practice management

It's an Cloud based platform that includes features like time tracking, document management, billing and invoices built-in.

Legal case management software helps lawyers by making their work easier. For example, Airtable can estimate the time required for a task or when a client needs to be billed or if they're overdue for an invoice.

This type of software makes it easier for you to manage your law practice inefficiencies by getting rid of paper and giving you the ability to do everything digitally from one place.

These include:

- Collaborative Data across all of your teams, allowing you to save time understanding the status of each case, from initial consultation to case closed.

- Side by side comparisons based on client need and data analysis so you can better understand the best route for your case.

- Highlighting the most important information of any given case in one easy view so that you don't have to keep scrolling through pages and pages of data.

- Built-in alerts when certain dates/milestones come up so that you don't miss anything.

- Tracking a client from initial consultation to case closed including important dates with just a click

Integrating Airtable with other legal case management software

Airtable has also developed an integration with other business systems like Salesforce, QuickBooks, Xero etc. Airtable can be integrated with these systems to reduce the time spent on administrative tasks. These integrations allow you to spend your time on what's important - your clients and cases.

Not sure where to start?

Don't worry, Airtable Agency has an All-in-One Legal Case Management Software template available for download today, check out our product page. It's a great way to create your own practice management software. It's the smart way to help manage your cases and make sure your team is able to collaborate and maintain accurate data in one easy-to-use system.

"Airtable allows me to track my staff's workload, keep a tab on the company's receivables, have all client notes in one place so everyone can easily pick up on a case if needed, assign tasks to staff (and track completion), creates a seamless client contact list so I have everyone's information in one place for blast emails, and let's me know each case is at in our process. This helps each attorney/staff member track his/her workload and prioritize work accordingly."

Lauren DeBellis Aviv - DANIEL AHARONI & PARTNERS LLP