CaseFleet
CaseFleet is a customer relationship management (CRM) software designed specifically for law firms. It includes features to manage workflows, cases, contacts, billing, reporting, and more to help lawyers run their practice efficiently.
crm
law-firms
case-management
CaseFleet: CRM Software for Law Firms
Customer relationship management (CRM) software designed specifically for law firms, managing workflows, cases, contacts, billing, reporting, and more for efficient practice management.
What is CaseFleet?
CaseFleet is a customer relationship management (CRM) software designed specifically for law firms. It streamlines the practice of law by managing important client and case details in one centralized platform.
Key features of CaseFleet include:
- Case and contact management - Track all details about clients, cases, key dates, tasks, notes, and more in one place.
- Document storage and editing - Store client documents securely in the cloud and collaborate with team members.
- Billing and invoicing - Bill clients accurately with flexible invoicing tools and track payments.
- Reporting and analytics - Gain insights into staff productivity, case status, financial performance, and more.
- Mobility - Access client information and manage tasks on-the-go with iOS and Android apps.
- Integrations - Connect CaseFleet data and tools with popular legal software like Clio, LawPay, Quickbooks, G Suite, Office 365, and more.
- Configurable workflows - Automate repetitive tasks and streamline processes using custom workflows.
Designed as an all-in-one legal practice management toolkit, CaseFleet provides the features lawyers need to deliver exceptional client service, increase productivity, and grow their firms with ease.
CaseFleet Features
Features
- Case management
- Contact management
- Document management
- Calendar and scheduling
- Time tracking
- Billing and invoicing
- Task management
- Reporting and analytics
Pricing
- Subscription-Based
Pros
Designed specifically for law firms
Integrates with legal software
Automates workflows
Centralizes data
Increases efficiency
Improves client communication
Enhances billing and collections
Cons
Steep learning curve
Limited customization
May require third party add-ons
Can be expensive for smaller firms
Lacks some common CRM features
Official Links
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