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.
Access the Airtable base via the web, iOS and Android applications.
Required software platforms:
Best suited for:
From solo to small to mid-sized law firms, immigration, litigation & transactional.
Replaces existing software:
Clio, Bill4Time, Leap, Moxtra, Actionstep