Legal case management system

Playbook diagram

Manage your law office cases, clients, contacts and bills with this Case management system.

$ 399.00 USD

Supported platforms:

Access the Airtable base via the web, iOS and Android applications.

Required software platforms:

Airtable

Best suited for:

From solo to small to mid-sized law firms, immigration, litigation & transactional.

Replaces existing software:

Clio, Bill4Time, Leap, Moxtra, Actionstep

Workflow diagram

Legal case management system

Description

Take control of your case management with this all-in-one Airtable case management system that helps you manage:

  • Case management
    Collaborative case management across all of your team, allowing you to visually understand where every case is from initial consultation to case closed.
  • Case notes
    Stay compliant by keeping emails, calls and meeting records associated with your cases.
  • Ticketing/ task manager
    Send tickets to your team for case-specific tasks directly inside Airtable.

  • Client contacts/ CRM
    A centralized database of all of your client records for easy access.

  • Time tracking/ management
    Manage hourly or flat fee billing with hours associated with cases or companies.
  • Billing/ receivables
    Track billing and understand how much you’re owed.


Customize this Airtable template to the way your firm works, this is a self-service no-code solution, meaning you have full control to edit and manage it, no developers required.


Supported platforms:

Access the Airtable base via the web, iOS and Android applications.

Required software platforms:

Airtable

Best suited for:

From solo to small to mid-sized law firms, immigration, litigation & transactional.

Replaces existing software:

Clio, Bill4Time, Leap, Moxtra, Actionstep