Casetrak

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casetrak
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Ultimate Platform For Your Law Firm

Revolutionise your firm’s operations with CaseTrak — your all-in-one legal platform.
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Our Features

Case Management
Track clients, case details, assets, tasks, calendars, and more.
Case Management
Track clients, case details, assets, tasks, calendars, and more.
Case Management
Track clients, case details, assets, tasks, calendars, and more.
Case Management
Track clients, case details, assets, tasks, calendars, and more.
Case Management
Track clients, case details, assets, tasks, calendars, and more.
Case Management
Track clients, case details, assets, tasks, calendars, and more.

More Than Just Legal Case & Matter Management

Innovation

Empowers your firm by seamlessly integrating processes, people, and technology, ensuring your practice stays ahead of the competition. With Casetrak, your firm is equipped to navigate the evolving legal landscape with innovation at its core.

Outcomes

Achieve faster, more consistent outcomes with Casetrak, leading to higher client satisfaction and an increased focus on profitability. Streamline operations, enhance client experiences, and drive your firm’s success with measurable results.

Go Mobile

Every app you create on your computer has a fully optimised native counterpart on your smartphone with Casetrak. Access all your legal matter management features from any location, on any device, providing limitless business functionality at your fingertips—no matter where you are.

Manage Your Firm – The CaseTrak Way

Simplify Time and Streamline Operations

  • Manage your matters efficiently with centralised case data
  • Organise and monitor every case from intake to resolution.
  • Client Intake / CRM to Improve transparency and trust
  • Assign, prioritise, and monitor every task with clarity
  • Capture billable hours and generate accurate invoices instantly.
  • Built-in reporting for better visibility and performance
  • Secure cloud infrastructure with role-based access
  • Supports diverse legal specialisations

Bring the power of AI to the place you already work

Stay organized and manage your cases with ease, from the office or on-the-go. Capture every detail of every case, track and assign tasks, master your deadlines, and collaborate with everyone at your firm.

Precision on Time Tracking

Simplify Time Management

Casetrak’s intuitive time entry system simplifies the process of tracking billable hours, ensuring accuracy and transparency for both you and your clients. Streamline your workday with precise timekeeping and expense tracking and manage deadlines with automated calendaring and timelines. 

Real-Time Data Aggregation

Unlock real-time insights with personalised reports and dashboards. Effortlessly monitor your program performance, client outcomes, and organisational objectives. Highlight your impact by exporting and sharing reports with funders, partners, and stakeholders, showcasing the value and success of your initiatives.
Security Access Reports

Paperless Invoicing

Effortless Paper Invoicing

Our online invoicing feature revolutionises the billing process, allowing you to create professional invoices with ease. Spend less time on billing admin and more time delivering exceptional service to your clients. With Casetrak, you can focus on what you do best – serving your clients’ needs.

Document Management

Casetrak seamlessly integrates with a wide range of leading systems right out of the box. This includes popular document management platforms like iManage and NetDocuments, practice management and accounting systems through SQL connections, and email systems. Moreover, we provide a powerful Casetrak REST API for greater customisation and improved connectivity.
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Effortless Case Management with Casetrak!

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  • Centralised Access Anywhere
Manage your cases effortlessly by adding them to Casetrak, offering centralised access no matter where you are.
  • Insightful Reporting
Maximise your team’s efficiency with CaseTrak’s role-based access and add custom hourly rates for staff.
  • Add Detailed Case Information
Castrak allows you to store and organise all relevant information efficiently, so nothing is overlooked, and your practice runs smoothly.

Experience the Future of Legal Efficiency

Step into a world where legal efficiency is redefined. Experience the future today with our cutting-edge solutions, designed to streamline your legal processes and maximise productivity.

Integrated

Unify your workflow and boost productivity by having every essential tool in one centralised platform​​.

Unified

See real-time metrics on active clients, open matters Track workloads, time, and revenue with live data panels. View key tasks and favorite matters immediately all in one place.

Liberate

Casetrak empowers you to spend more time practicing law and less time on administrative tasks.

Collaborative

Enable real-time collaboration and secure document storage with Casetrak's Document Management feature, ensuring accessibility to essential files anytime, anywhere.

Casetrak Simplifies Tedious Tasks into Efficient Processes

Casetrak’s automatic time tracking enables precise billing with minimal effort. Seamlessly integrated with Microsoft Word and Outlook, Casetrak enhances your workflow. Discover new business opportunities with powerful insights and detailed reporting. Every time you utilise Casetrak’s case management software, you’re investing in a more robust, profitable firm. Pre-built connectors with leading legal tools like Intapp Time, Workday, iManage, SharePoint, and PowerBI.

Get More than Just Software

Efficient Service Workflow for
Maximum Impact

Efficient Service Workflow for Maximum Impact

Case
Management

Keep your matters organised and up-to-date with Casetrak comprehensive case management tools. From document storage to task management, stay on top of every detail related to your cases.

Client Portal

You can assign and track tasks across teams, communicate through email, and keep all file details in one place. This helps ensure consistency and accuracy between your internal processes and client interactions.

Legal Billing
Process

Create and send professional-looking invoices in minutes. Customise invoices to suit your firm’s branding, track payment statuses, and simplify the billing process for both you and your clients.

Client Relationship
Management

Build lasting relationships with prospects and clients effortlessly. Casetrak helps you stay organised by centralising client information, communications, and interactions in one easy-to-navigate interface.

Document
Management

Collaborate in real time and store documents securely. With Casetrak document management features, you can enhance collaboration within your team and ensure that all necessary files are easily accessible when you need them.

Time and Expense
Tracking

Capture billable hours and expenses with ease. Our time and expense tracking feature ensures that you never miss a billable moment, helping you maximise revenue and maintain accurate financial records.
It's like having a virtual assistant that handles everything from document management to invoicing. Casetrak has truly transformed the way we manage our legal practice.
Client reviews
Michael R.
Managing Partner
With Casetrak, it feels like we have a dedicated team member tirelessly handling all aspects of document management and invoicing. It's not just a tool, it's a game-changer.
Client reviews
Sarah L.
Senior Attorney
Casetrak has become an indispensable asset to our legal team, functioning like a virtual assistant that expertly navigates document management and invoicing tasks.
Client reviews
David M.
Legal Director

Multi-Language and Currency Support

mutliu language suported

Work Across Borders

Casetrak supports multiple languages, enabling global collaboration.
Easily switch between languages to suit your team’s needs.

Simplify Financials

Handle billing and invoicing in various currencies.
Automatically adjust for currency conversions and tax regulations.

Global Reach, Local Touch

Provide clients with a seamless experience, regardless of language or location.
Tailor communications and financials to match local customs and preferences.

Offering The World’s Most Agile Legal Platform

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One Platform to Manage all Matters, Clients & Automate Tasks

Keep on Track

With Casetrak, you can easily track the progress of every case, knowing exactly what’s next on the docket. CaseTrak keeps your operations smooth, helping you stay on top of every deadline and responsibility.

Minimise Stress

Casetrak allows case workers to stay organised and on top of their tasks. With quick access to case data and automations significantly cut down the time spent on tedious documentation, allowing case workers to focus on their core duties and maintain professionalism.

Security and Privacy

We understand that confidentiality is paramount. Casetrak prioritises security and privacy with advanced encryption and strict access controls. Your sensitive data is securely stored and only accessible by authorised personnel, ensuring compliance with legal regulations and giving you peace of mind.

Operational Boost

By automating key processes, Casetrak improves overall efficiency and gives your team the tools to work smarter. From document management to task tracking. It ensures that your operations run more smoothly, freeing up time and resources that can be better spent on serving clients and advancing cases.

Legal Case & Matter Management FAQs

Absolutely! Casetrak is scalable and adaptable to the needs of both small and large law firms. Whether you’re a solo practitioner or part of a sizable legal team, Casetrak provides the tools necessary to simplify your work experience and improve overall efficiency.

Yes, you can access Casetrak from any device with an internet connection. Our cloud-based solution allows you the flexibility to manage your law firm from the office, home, or while on the go. Casetrak is designed to adapt to your dynamic work environment.

Casetrak simplifies legal billing by providing a user-friendly interface to create and send professional-looking invoices. Customize invoices to reflect your firm’s brand, track payment statuses, and manage billing efficiently, saving you time and ensuring accurate financial records.

Absolutely! We understand the importance of ongoing support. Casetrak provides dedicated customer support to assist you with any inquiries, technical issues, or guidance you may need. Our support team is committed to ensuring your experience with Casetrak is smooth and successful.

Yes, Casetrak is designed to be flexible and integrates with various third-party tools and software. We understand the importance of compatibility, and our platform is built to seamlessly integrate with other systems to enhance your overall workflow.

Tailored All-in-One Legal Case Management Solution for Your Business

Get started with Casetrak today! Book a personalised consultation with our legal technology expert for a demo

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Get In Touch Now

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