Use case · 23 tools

Case Management AI tools

Practice and case management platforms for organizing matters, documents, deadlines, and clients. Below are the 23 tools we list for case management, each with what it’s best for and what to watch out for.

Tools

Billing & Practice Management

MyCase

Legal practice management software covering cases, clients, billing, and payments.

Best forSmall firms wanting cases and billing in one place.

Billing & Practice Management

PracticePanther

Law practice management software for automating firm processes, billing, and time tracking.

Best forSolos wanting straightforward practice management.

Family Law

OurFamilyWizard

The OurFamilyWizard website, iOS and Android mobile apps help parents to manage child custody schedules and co-parenting information from separate homes.

Best forFamily law practitioners whose clients need a documented co-parenting communication tool; OurFamilyWizard has a dedicated practitioner program.

Family Law

TalkingParents

TalkingParents is an all-in-one co-parenting app that organizes and records messages, calls, schedules, expenses, and more with court-trusted documentation.

Best forFamily law clients who need recorded co-parenting messages, calls, and records.

Family Law

AppClose

Court-ordered co-parenting app with custody calendar, secure messaging, calls, call recording, and court-ready records.

Best forFamily law clients who want a low-cost co-parenting app with one all-inclusive plan.

Case Management

Family Law Software

Family Law Software helps family law professionals calculate support and generate compelling financial analyses to clearly and powerfully present the case.

Best forU.S. family law professionals in supported states who need support calculations and financial analyses.

Case Management

CasePeer

CasePeer is personal injury law software, providing attorneys with an all-in-one solution for case management, practice management, CRM, and client intake.

Best forPersonal injury firms that want PI-specific case management (treatment tracking, settlement negotiations, statute alerts).

Case Management

SmartAdvocate

Legal case management software available in server-based and cloud-based versions, with AI-powered SmartIntelligence features.

Best forPlaintiff and litigation firms that want a choice of server-based or cloud-hosted case management.

Case Management

CloudLex

CloudLex is end-to-end personal injury management software that unifies the work of running a PI practice across intake, case management, and client communication.

Best forPersonal injury firms that want one platform for intake through settlement.

Case Management

DocketWise

DocketWise is immigration software for legal professionals, designed to make case management, immigration forms, and client collaboration easier.

Best forImmigration practices that want smart forms, case tracking, and a multilingual client portal.

Case Management

LollyLaw

All-in-one immigration case management software with immigration-specific workflows, automated form-filling, intake questionnaires, and a client portal.

Best forFamily and business immigration firms that want immigration-specific case management.

Case Management

EstateMin

EstateMin helps law firms handle probate, trust, and planning cases faster, reduce errors, and free up the team's time.

Best forTrust and estate firms that want matter software built for probate and trust administration.

Case Management

Estateably

Trust and estate administration software that simplifies data inputs, fiduciary accounting, reporting, task management, and document automation.

Best forFirms and trust companies administering estates and trusts that need fiduciary accounting.

Billing & Practice Management

Rocket Matter

Rocket Matter is legal practice management software with time tracking, billing, payments, and trust accounting.

Best forSmall and midsize firms that want billing-centric practice management.

Billing & Practice Management

CARET Legal

Cloud legal practice management software with billing, trust accounting, document automation, and time tracking built in.

Best forSmall and mid-sized firms (the vendor targets 1-30 and 30+ employees) wanting integrated accounting.

Billing & Practice Management

Actionstep

Actionstep is legal management software for workflows and client experience, now with AI time capture built in.

Best forMidsize firms that want configurable workflows.

Case Management

LawToolBox

Rules-based court deadline calendaring and matter management inside Microsoft 365, Outlook, and Teams.

Best forLitigation firms on Microsoft 365 that need court-rules deadline calculation.

eDiscovery & Evidence

CaseFleet

Case chronology and fact-management software built for litigators.

Best forSmall plaintiff and defense litigation teams building fact chronologies.