Casetrak

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casetrak
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Ultimate Platform For Your Law Firm

Revolutionise your operations with CaseTrak — your all-in-one law firm management software.
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More Than Just Managing Cases - A Complete Legal Operations Platform

Casetrak Case Management

Casetrak brings your people, processes, and matters together in one connected platform, helping your firm work smarter, not harder. From daily casework to client updates, everything stays organised, visible, and easy to manage.

Deliver Better Results, Faster

Casetrak helps your firm work more efficiently, deliver consistent outcomes, and improve client satisfaction. Streamline your operations, reduce admin overhead, and stay focused on profitable work – all with a legal case management system built for law firms.

Mobile Access

Casetrak works seamlessly across desktop and mobile. Access all your case management tools from any device, wherever you are, no separate app needed. Stay connected to your matters, documents, and time entries whether you’re in the office, in court, or on the move.

Manage Your Firm – The CaseTrak Way

Simplify Time and Streamline Operations

  • Centralised Case Management: Keep all case data, documents, and activity in one place - from intake to resolution.
  • Client Intake & CRM: Build trust with clear, consistent communication and a structured onboarding process.
  • Task Management: Assign, prioritise, and track tasks across your team for full visibility and accountability.
  • Time Tracking & Invoicing: Record billable time with ease and generate accurate invoices in just a few clicks.
  • Built-in Reporting & Analytics: Gain real-time insights into performance, utilisation, and case progress.
  • Secure Cloud Infrastructure: Role-based access controls and encrypted storage keep client data protected.
  • Flexible for Any Practice Area: Supports a wide range of legal specialisations, from litigation to corporate, family, and more.

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

Accurate Time Tracking Made Simple

Casetrak’s built-in time tracking helps you capture billable hours and expenses without the hassle. Log time as you work or after the fact, all linked to the right matter. Stay on top of deadlines with automated calendaring and visual case timelines, so nothing gets missed. It’s everything you need for accurate billing and better time management, all in one place.

Real-Time Reporting & Insights

Casetrak gives you instant visibility into firm performance with personalised dashboards and reports. Track key metrics like case progress, billable hours, and client outcomes – all from a central dashboard. Easily export and share reports with stakeholders to demonstrate impact, efficiency, and results with data you can trust.

Security Access Reports

Paperless Invoicing

Streamlined Legal Billing

Create professional, accurate invoices in minutes with Casetrak’s built-in billing tools. Link time entries and expenses directly to matters, reduce manual work, and get paid faster. Spend less time on admin and more time focused on your clients.

Connected to the Tools You Already Use

Casetrak integrates out of the box with leading legal systems – including document management platforms like iManage and NetDocuments, email platforms, and accounting or practice management systems via SQL connections. For firms with custom needs, our powerful REST API enables deeper integrations and tailored workflows.

Effortless Case Management with Casetrak!

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  • Centralised Access, Anywhere

Add and manage cases in Casetrak from any device. With all case data stored securely in one place, your team stays connected and productive – whether in the office or working remotely.

  • Insightful Reporting & Controls

Track performance with built-in reports and dashboards. Set role-based access and custom hourly rates to monitor utilisation, improve billing accuracy, and optimise team output.

  • Complete Case Records

Store all key details – contacts, documents, notes, tasks, and deadlines – in one organised view. Casetrak keeps everything structured, so your practice runs smoothly and nothing is missed.

Work Smarter, Bill Accurately, Stay Connected

Casetrak’s automatic time tracking captures your work with minimal input, making billing accurate and effortless. Integrated with Microsoft Word and Outlook, it fits naturally into your daily workflow. Built-in reports and analytics help you uncover new opportunities and make better business decisions.
With pre-built connectors to tools like Intapp Time, Workday, iManage, SharePoint, and Power BI, Casetrak creates a fully connected legal ecosystem – giving your firm the speed, visibility, and control it needs to stay competitive and profitable.

Efficient Service Workflow for
Maximum Impact

Case Management
Casetrak gives you comprehensive case management tools to manage every detail with ease. From documents to tasks and deadlines, everything stays organised in one place so your team can stay focused and in control.
Client Portal
You can assign and track tasks across your team, manage communications, and keep all file details in one place. This brings consistency to your internal processes and ensures accurate, reliable interactions with your clients.
Legal Billing Process
Create and send professional invoices in minutes. Customise them to match your firm’s branding, track payment status, and simplify the entire billing process for you and your clients.
Client Relationship Management
Casetrak will soon include secure e-signature functionality, making approvals and agreements easier for both lawyers and clients. This allows documents to be reviewed and signed digitally within the platform, reducing delays and keeping everything in one place.
Document Management
Collaborate in real time and store documents securely. Casetrak’s document management tools help your team work together more efficiently by keeping all files organised and easy to access. Whether you are reviewing documents, sharing updates, or preparing case materials, everything you need is available in one secure, central location
Time and Expense Tracking
Casetrak’s time and expense tracking tools ensure that every billable moment is recorded accurately, helping you maximise revenue and maintain clear, reliable financial records. Whether logged in real time or added later, all entries stay linked to the correct matter for a smooth billing process.
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

Built for Global Legal Teams

mutliu language suported

Work Across Borders

Casetrak supports multiple languages, making it easy for international teams to collaborate. Switch languages based on user preference to ensure clarity across regions.

Simplify Financials

Manage billing in multiple currencies with automatic conversions and local tax handling. Keep your financials accurate and compliant, wherever your clients are.

Global Reach, Local Touch

Deliver a seamless client experience across languages and locations.
Customise communications and invoicing to reflect local standards and expectations.

Offering The World’s Most Agile Legal Platform

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One Platform to Manage all Matters, Clients & Automate Tasks

Keep on Track

Casetrak gives you a clear view of each case’s status, upcoming deadlines, and assigned tasks - all in one place. Easily monitor progress, manage responsibilities, and keep your team aligned

Minimise Stress

Casetrak helps caseworkers manage their workload with quick access to case files, data, and key tasks. Built-in automation reduces time spent on repetitive documentation, so staff can focus on what matters - delivering quality support and maintaining a high standard of professionalism.

Security and Privacy

Confidentiality is critical in legal work. Casetrak protects your data with advanced encryption, secure cloud storage, and strict role-based access controls. Only authorised users can view sensitive information, ensuring full compliance with legal and regulatory standards.

Operational Boost

Casetrak boosts efficiency by automating everyday tasks like document handling, task tracking, and case updates. This reduces manual work, minimises delays, and frees up your team to focus on client service and progressing matters - not admin.

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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