CaseSync
CaseSync is a case management software designed for legal professionals. It features tools to organize cases and tasks, track time, generate invoices, communicate with clients, automate documents, manage contacts, and more.
CaseSync: Case Management Software for Legal Professionals
CaseSync is a case management software designed for legal professionals. It features tools to organize cases and tasks, track time, generate invoices, communicate with clients, automate documents, manage contacts, and more.
What is CaseSync?
CaseSync is a comprehensive cloud-based legal case management software designed to help law firms, corporate legal departments, government agencies, and other legal professionals organize their cases and streamline workflows.
Key features include:
- Centralized dashboard to view and manage cases, tasks, documents, contacts, invoices, and calendars
- Tools for case and matter management including creating custom case fields, templates, checklists, and workflows
- Time tracking, billing, and invoicing capabilities
- Document automation and management with form libraries and templates
- Contact relationship management (CRM) to track interactions
- Robust searching, filtering, and reporting
- Mobility with iPhone and Android apps
- Secure cloud hosting with 256-bit SSL encryption
- Integration with Office 365, G Suite, Dropbox, and accounting tools
CaseSync aims to help legal teams improve organization and productivity, ensure compliance, retain institutional knowledge, demonstrate value to clients, and manage workload balance.
CaseSync Features
Features
- Document management
- Task management
- Time tracking
- Billing and invoicing
- Client portal
- Calendar and scheduling
- Contact management
- Reporting and analytics
Pricing
- Subscription-Based
Pros
User-friendly interface
Robust feature set
Integration with Office 365
Mobile app available
Customizable workflows and templates
Automated document assembly
Cons
Steep learning curve
Limited API capabilities
No free plan available
Can be pricey for solo practitioners
Official Links
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