15 Best Cloud-Based Case Management Software For 2025
10 Best Cloud Based Legal Case Management Software Shortlist
Here's my pick of the 10 best software from the 15 tools reviewed.
If you're feeling swamped with paperwork, struggling to keep up with deadlines, and could use a little help organizing your countless case files. I've been there. That's why, after extensive evaluation, I'm pleased to be able to introduce you to the transformative power of the best cloud-based case management software. It’s your digital clerk, paralegal, and personal assistant rolled into one, and living in the cloud. It provides a centralized, accessible-from-anywhere platform to manage your caseloads, schedules, contacts, time tracking, billing, and much more. Let's dive in and compare the best options so you can you elevate your practice area and increase your profitability.
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Best Cloud-Based Case Management Software Summary
This comparison chart summarizes pricing details for my top cloud-based case management software selections to help you find the best one for your budget and business needs.
| Tool | Best For | Trial Info | Price | ||
|---|---|---|---|---|---|
| 1 | Best for maximizing productivity with automatic time tracking | Free demo available | From $149/user/month | Website | |
| 2 | Good for robust integrations and customizability | 7-day free trial | From $49/user/month (billed annually) | Website | |
| 3 | Best for data-driven decision making with robust analytics | Not available | From $79/user/month | Website | |
| 4 | Best for integrated communication and payment processing | 10-day free trial + free demo available | From $39/user/month (billed annually) | Website | |
| 5 | Best for in-depth legal research and case analysis | 7-day free trial | From $85/user/month. | Website | |
| 6 | Best for dynamic case tracking and automation | Not available | From $99/user/month (billed annually) | Website | |
| 7 | Best for mobile lawyering with a comprehensive app | Free demo available | From $129/user/month (billed annually) | Website | |
| 8 | Best for personal injury attorneys seeking efficiency | Not available | From $69/user/month (billed annually). | Website | |
| 9 | Best for leveraging AI to optimize legal workflows | Free demo available | From $35/user/month (billed annually) | Website | |
| 10 | Best for building customized legal applications without coding | Not available | Pricing upon request | Website |
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CARET Legal
Visit WebsiteThis is an aggregated rating for this tool including ratings from Crozdesk users and ratings from other sites.4.8 -
Redactable
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Mitratech TAP Workflow Automation
Visit WebsiteThis is an aggregated rating for this tool including ratings from Crozdesk users and ratings from other sites.4.2
Best Cloud-Based Case Management Software Review
Below are my detailed summaries of the best cloud-based case management software that made it onto my shortlist. My reviews offer a detailed look at the key features, pros & cons, integrations, and ideal use cases of each tool to help you find the best one for you.
Best for maximizing productivity with automatic time tracking
Smokeball is a cloud-based legal practice management software that helps law firms streamline their operations and improve productivity. With its automatic time tracking feature, it is especially beneficial for attorneys who want to accurately track their billable hours and maximize their efficiency.
Why I Picked Smokeball: I chose Smokeball for this list because its automatic time tracking functionality sets it apart from other legal practice management tools. By seamlessly capturing billable hours, Smokeball helps attorneys maximize their productivity and ensures accurate billing, making it the best choice for firms looking to optimize their time management.
Standout features & integrations:
Some of Smokeball's most useful features include automatic time tracking, document automation, and task management. The platform also provides integrations with popular software such as Microsoft Office, QuickBooks, and LawPay, allowing users to sync their existing tools and streamline their workflows.
Pros and cons
Pros:
- Robust document automation and task management capabilities
- Integration with popular tools like Microsoft Office, QuickBooks, and LawPay
- Automatic time tracking for accurate billing and improved productivity
Cons:
- Steeper learning curve for new users
- Higher starting price compared to some competitors
- No month-to-month billing, only annual plans
Clio is a comprehensive law practice management software that streamlines various aspects of running a law firm, such as case management, billing, and document management. Its focus on providing end-to-end solutions makes it the best choice for law practices looking to optimize their operations and fuel growth.
Why I Picked Clio: I chose Clio for this list because it offers a complete suite of tools that address various needs of law practices, setting it apart from other platforms. Its robust features and user-friendly interface make it the ideal choice for law firms aiming to streamline their practice management and achieve growth.
Standout features & integrations:
Clio's most important features include case and matter management, time tracking and billing, client intake, legal document, client management, web-based document management, and secure client communication. Additionally, the platform offers numerous integrations with popular tools such as Microsoft Office 365, Google Workspace, QuickBooks Online, and Dropbox, allowing users to seamlessly connect their existing software solutions.
Pros and cons
Pros:
- Integrations with popular tools like Microsoft Office 365, Google Workspace, QuickBooks Online, and Dropbox
- User-friendly interface for easy adoption by law firm staff
- Comprehensive suite of tools for end-to-end law practice management
Cons:
- Some advanced features may require additional costs
- No monthly billing option, only annual billing available
- Starting price may be steep for smaller law firms
CASEpeer is a comprehensive case management software that helps law firms optimize their operations and make data-driven decisions. Its powerful analytics and reporting capabilities are particularly beneficial for firms looking to leverage their data to improve performance and drive success.
Why I Picked CASEpeer: I selected CASEpeer for this list because of its strong emphasis on data-driven decision making and robust analytics. Compared to other case management tools, CASEpeer stands out with its ability to transform raw data into valuable insights, making it the best choice for firms seeking to optimize their decision-making processes.
Standout features & integrations:
Key features of CASEpeer include its customizable case dashboard, detailed reporting, and advanced analytics tools. The software also offers important integrations with tools such as Microsoft Office, Google Suite, and QuickBooks, allowing users to easily connect their existing systems for a more streamlined workflow.
Pros and cons
Pros:
- Integrations with popular tools like Microsoft Office, Google Suite, and QuickBooks
- Customizable case dashboard for easy organization and tracking
- Powerful analytics and reporting capabilities for data-driven decision making
Cons:
- Limited customization options compared to some competitors
- Pricing may be expensive for smaller firms
- No option for month-to-month billing, only annual plans
MyCase is a versatile case management software solution that offers a wide range of features to help legal professionals manage their caseloads efficiently. Its standout offering is the integrated communication and payment processing platform, providing a seamless interface for client interactions and financial transactions.
Why I Picked MyCase: I chose MyCase for its unique, integrated approach to communication and payment processing. In my evaluation, it emerged as a standout for its ability to consolidate case management with client communication and billing in one convenient platform. MyCase is best for integrated communication and payment processing because it simplifies these crucial aspects of legal practice management, removing the need for multiple disjointed systems and providing a more streamlined, efficient user experience.
Standout features & integrations:
MyCase offers a host of features including case tracking, document management, task assignments, and a unique, integrated platform for communication and payment processing. This allows legal professionals to schedule appointments, send messages, invoice clients, and process payments, all in one place.
MyCase integrates with essential business tools like QuickBooks, Google Calendar, and Outlook, allowing data to flow seamlessly between platforms. This eliminates the need for manual data entry and reduces the risk of errors.
Pros and cons
Pros:
- Useful integrations with essential business tools
- Comprehensive case management features
- Integrated communication and payment processing
Cons:
- Limited customization capabilities
- Customer support could be improved
- User interface might seem less intuitive for some
LexisNexis is a leading legal research platform that provides comprehensive resources and tools for in-depth case analysis. Its extensive database and powerful search capabilities make it an excellent choice for legal professionals who require a reliable source of information for case preparation and research.
Why I Picked LexisNexis: I chose LexisNexis for this list due to its reputation for providing thorough and accurate legal research resources. Its extensive database and advanced search tools set it apart from other research platforms, making it the best choice for professionals who need to conduct in-depth legal research and case analysis.
Standout features & integrations:
Key features of LexisNexis include its vast collection of legal resources, such as case law, statutes, and regulations, as well as its powerful search functionality. The platform also offers integrations with popular case management tools and other legal software to ensure seamless access to research data within users' existing workflows.
Pros and cons
Pros:
- Integrations with popular case management tools and legal software
- Advanced search capabilities to quickly find relevant information
- Extensive database of legal resources for in-depth research
Cons:
- Pricing details not readily available on the website
- Steeper learning curve compared to some other research platforms
- Pricing can be expensive, particularly for smaller firms
Neos is a comprehensive case management solution that brings a powerful blend of dynamic case tracking and robust automation features to your law firm. It's designed to help legal professionals manage their caseloads effectively, optimize workflows, and boost overall productivity.
Why I Picked Neos: In evaluating numerous options, I selected Neos for its impressive ability to streamline case tracking through its smart and dynamic features. Its advanced automation capability sets it apart from other tools, enabling lawyers to focus more on their core work and less on administrative tasks. Neos truly shines as the best for dynamic case tracking and automation due to its user-friendly interface, intuitive features, and its ability to adapt to various case types and law firm sizes.
Standout features & integrations:
Neos offers a wide array of features such as intelligent case tracking, task management, document handling, and powerful automation of routine tasks. It also provides real-time analytics that give you deep insights into your case progress and firm performance.
Neos integrates seamlessly with popular tools like Microsoft 365, G Suite, and various legal research platforms. These integrations enhance the tool's functionality and ensure a smooth flow of data across different platforms used within your practice.
Pros and cons
Pros:
- Seamless integration with popular tools
- Dynamic and adaptable case tracking
- Advanced automation features
Cons:
- Limited customization options
- Steeper learning curve for non-tech savvy users
- Might be cost-prohibitive for small firms
LEAP is a case management software that provides a wide range of features to assist legal professionals in streamlining their workflow. Its mobile app sets it apart, enabling attorneys to access case files, communicate, and even invoice clients while on the go.
Why I Picked LEAP: In my selection process, I was impressed by LEAP's comprehensive mobile app, which provides a level of convenience and accessibility not often seen in similar tools. Its dedication to mobile lawyering makes it stand out, making it a solid choice for those needing to manage their caseloads remotely. I deemed LEAP as the best for mobile lawyering because it allows legal professionals to stay connected to their cases and clients, regardless of location.
Standout features & integrations:
LEAP offers several critical features such as case and document management, time recording, and billing. Its mobile app stands out, allowing users to access and manage case information, communicate with clients, and even process billing from their mobile devices.
LEAP integrates well with Microsoft Office, Xero, and InfoTrack, among others. These integrations allow for a smooth flow of data between platforms, reducing administrative work and enhancing efficiency.
Pros and cons
Pros:
- Robust case management features
- Smooth integrations with critical tools
- Comprehensive mobile app for remote access
Cons:
- Set up process might be complex for some
- User interface could be more intuitive
- Price might be steep for smaller firms
CasePacer is a legal case management software specifically designed for personal injury law firms. It streamlines and organizes case-related tasks, documents, and communications to improve efficiency and productivity, making it ideal for personal injury attorneys seeking efficiency.
Why I Picked CasePacer: I chose CasePacer for this list because of its targeted focus on personal injury law, which sets it apart from other case management tools. This specialization allows it to provide features and workflows specifically tailored to the needs of personal injury attorneys, making it the best option for those seeking efficiency in their practice.
Standout features & integrations:
Some of the most important features of CasePacer include its intuitive case timelines, automated task management, and customizable templates for case documents. Additionally, the software integrates seamlessly with popular tools like Microsoft Office, Dropbox, and QuickBooks, making it easy for users to sync their existing systems with the platform.
Pros and cons
Pros:
- Seamless integration with popular tools like Microsoft Office, Dropbox, and QuickBooks
- Intuitive case timelines and automated task management
- Designed specifically for personal injury law firms
Cons:
- Annual billing only, with no option for month-to-month payments
- No free trial available
- Pricing may be prohibitive for smaller firms
Ontra is a legal case management software that employs artificial intelligence (AI) to help law firms optimize their workflows and increase efficiency. Its AI-driven features make it particularly suited for legal teams seeking to leverage advanced technology to improve their processes and save time.
Why I Picked Ontra: I chose Ontra for this list because it effectively utilizes AI technology to optimize legal workflows, setting it apart from other case management tools. By integrating AI into its feature set, Ontra is able to provide unique benefits and streamline processes, making it the best option for firms looking to harness the power of AI in their operations.
Standout features & integrations:
Some of Ontra's most important features include AI-driven document automation, intelligent case intake, and automatic task prioritization. The platform also integrates with popular tools such as Microsoft Office, Google Workspace, and Zapier, allowing users to connect their existing systems and streamline their workflows.
Pros and cons
Pros:
- Intelligent case intake and automatic task prioritization
- Integration with popular tools like Microsoft Office, Google Workspace, and Zapier
- AI-driven features that optimize legal workflows
Cons:
- Pricing may be prohibitive for smaller firms
- No month-to-month billing, only annual plans
- Limited customization options compared to some competitors
Bryter is a no-code platform that enables legal professionals to create customized applications to automate workflows and optimize processes. It is best suited for those looking to build tailor-made solutions without the need for coding expertise.
Why I Picked Bryter: I selected Bryter for this list because it empowers legal professionals to create custom applications without any coding knowledge, making it stand out from other tools. Its user-friendly interface and powerful automation capabilities make it the ideal choice for legal teams seeking to develop bespoke applications to improve their workflows.
Standout features & integrations:
Bryter's most important features include a drag-and-drop interface for easy application building, decision-tree logic for automating complex workflows, and the ability to integrate with existing systems. The platform also provides integrations with common tools such as Microsoft Office, Salesforce, and Zapier, enabling users to connect their new applications to their existing software stack.
Pros and cons
Pros:
- Integrations with popular tools like Microsoft Office, Salesforce, and Zapier
- Drag-and-drop interface for easy application building
- No coding expertise required, making it accessible to legal professionals
Cons:
- Limited customization options compared to traditional custom application development
- May have a learning curve for users new to no-code platforms
- Pricing information not readily available
Other Cloud-Based Case Management Software
Here are some additional cloud-based case management software options that didn’t make it onto my shortlist, but are still worth checking out:
- Mitratech Casecloud
For document and workflow automation
- Rocket Matter
Good for streamlined billing and invoicing
- CosmoLex
For seamless integration of case management and accounting
- PracticePanther
Good for seamless client communication
- CARET Legal (Zola Suite)
Good for all-in-one legal management
Cloud-Based Case Management Software Selection Criteria
When selecting the best cloud-based case management software to include in this list, I considered common buyer needs and pain points like data security and user-friendly interfaces. I also used the following framework to keep my evaluation structured and fair:
Core Functionality (25% of total score)
To be considered for inclusion in this list, each solution had to fulfill these common use cases:
- Manage case files
- Track deadlines
- Collaborate with team members
- Store client information
- Generate reports
Additional Standout Features (25% of total score)
To help further narrow down the competition, I also looked for unique features, such as:
- Integration with third-party apps
- Mobile access
- Automated billing
- Customizable dashboards
- Compliance tracking
Usability (10% of total score)
To get a sense of the usability of each system, I considered the following:
- Intuitive interface
- Easy navigation
- Minimal learning curve
- Responsive design
- Accessibility features
Onboarding (10% of total score)
To evaluate the onboarding experience for each platform, I considered the following:
- Availability of training videos
- Interactive product tours
- Access to templates
- Webinars for new users
- Chatbot assistance
Customer Support (10% of total score)
To assess each software provider’s customer support services, I considered the following:
- 24/7 support availability
- Multiple contact methods
- Response time
- Support for technical issues
- Availability of a knowledge base
Value For Money (10% of total score)
To evaluate the value for money of each platform, I considered the following:
- Competitive pricing
- Features offered for the price
- Scalability of pricing plans
- Free trial availability
- Discounts for long-term contracts
Customer Reviews (10% of total score)
To get a sense of overall customer satisfaction, I considered the following when reading customer reviews:
- User satisfaction ratings
- Common praise points
- Reported issues
- Feedback on customer support
- Overall recommendation rate
How to Choose Cloud-Based Case Management Software
It’s easy to get bogged down in long feature lists and complex pricing structures. To help you stay focused as you work through your unique software selection process, here’s a checklist of factors to keep in mind:
| Factor | What to Consider |
|---|---|
| Scalability | Will the software grow with your firm? Consider future needs and the ability to add users or features without major disruptions or costs. |
| Integrations | Does it work with your current tools? Look for compatibility with existing software like email, billing systems, and document management. |
| Customizability | Can you tailor it to your workflow? Check if the software allows changes to fit your specific processes and preferences. |
| Ease of use | Is it intuitive for your team? Avoid systems that require extensive training; test the interface for simplicity. |
| Implementation and onboarding | How smooth is the transition? Evaluate the support and resources provided for a quick setup, such as training sessions and user guides. |
| Cost | Does it fit your budget? Compare pricing plans and hidden fees, and consider the long-term value over initial costs. |
| Security safeguards | Are your data protected? Ensure the software complies with industry standards for encryption and data security. |
| Support availability | Can you get help when needed? Look for 24/7 support options and quick response times to resolve issues promptly. |
What Is Cloud-Based Case Management Software?
Cloud-based case management software is a tool that helps organize and manage legal cases online. Legal professionals like attorneys and paralegals use these tools to improve efficiency and collaboration. Features like data storage, deadline tracking, and client communication support your firm's workflow and security needs. Overall, these tools save time and reduce administrative burdens.
Features
When selecting cloud based case management software, keep an eye out for the following key features:
- Data storage: Securely stores all case-related documents and information in one place, making them easy to access and manage.
- Deadline tracking: Helps you keep track of important dates and deadlines to ensure timely actions and avoid missed opportunities.
- Client communication: Facilitates communication with clients through integrated email and messaging systems, improving client relationships.
- Integration capabilities: Allows the software to connect with other tools you use, like billing or email, ensuring a smooth workflow.
- Customizable dashboards: Enables you to tailor your interface to show the most relevant information, enhancing your productivity.
- Mobile access: Provides the flexibility to access case information from anywhere, supporting remote work and on-the-go updates.
- Automated billing: Simplifies the billing process by automatically generating invoices, saving time and reducing errors.
- Compliance tracking: Ensures that your practice adheres to industry regulations, minimizing the risk of legal issues.
- User-friendly interface: Offers an intuitive design that requires minimal training, making it easy for your team to adopt.
- Security safeguards: Protects sensitive data with encryption and other security measures, safeguarding client information.
Benefits
Implementing cloud based case management software provides several benefits for your team and your business. Here are a few you can look forward to:
- Increased efficiency: By organizing all case information and automating tasks like billing, your team can work faster and focus on more important tasks.
- Improved collaboration: Features like client communication and integration capabilities make it easier for your team to work together and stay on the same page.
- Enhanced accessibility: With mobile access, you can view and update case details from anywhere, ensuring you're always connected.
- Better compliance: Compliance tracking helps your firm adhere to industry regulations, reducing the risk of penalties.
- Cost savings: Automating routine tasks and reducing manual errors can save your firm money in the long run.
- Data security: Security safeguards protect sensitive client information from unauthorized access, giving you peace of mind.
- User adoption: A user-friendly interface ensures that your team can quickly learn and use the software effectively, minimizing downtime.
Costs & Pricing
Selecting cloud based case management software requires an understanding of the various pricing models and plans available. Costs vary based on features, team size, add-ons, and more. The table below summarizes common plans, their average prices, and typical features included in cloud based case management software solutions:
Plan Comparison Table for Cloud Based Case Management Software
| Plan Type | Average Price | Common Features |
|---|---|---|
| Free Plan | $0 | Basic case management, limited storage, and email support. |
| Personal Plan | $5-$25/user/month | Case tracking, client communication, and basic reporting. |
| Business Plan | $30-$60/user/month | Advanced reporting, integration capabilities, and team collaboration tools. |
| Enterprise Plan | $70-$100/user/month | Customizable dashboards, compliance tracking, priority support, and enhanced security features. |
Cloud-Based Case Management Software FAQs
Here are some answers to common questions about cloud-based case management software:
What level of customization is available?
Consider if the software can be tailored to fit your specific processes. Customization options like adjustable workflows and personalized dashboards can make the tool more effective for your needs.
How does the software ensure data security?
Data security is crucial, especially when handling sensitive client information. Look for features like encryption, regular security updates, and compliance with industry regulations to protect your data.
What kind of customer support is provided?
Reliable customer support can make a big difference. Check if the provider offers 24/7 assistance, quick response times, and comprehensive resources like FAQs and tutorials to help you when issues arise.
How scalable is the software?
As your organization grows, your software needs may change. Choose a solution that can expand with you, allowing you to add users and features without significant disruptions or costs.
What’s Next:
If you're in the process of researching cloud-based case management software, connect with a SoftwareSelect advisor for free recommendations.
You fill out a form and have a quick chat where they get into the specifics of your needs. Then you'll get a shortlist of software to review. They'll even support you through the entire buying process, including price negotiations.