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Use legal case management software to tackle your legal and administrative to-do lists, right from scheduling to following up with clients. Try these free solutions before purchasing one!
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Legal cases need to be handled with utmost care. If you’re a lawyer or own a law firm, you must be aware that the smallest of mistakes can cost you clients, and even a single missing piece of information can lead to a bad outcome.
Legal case management software helps manage contacts, scheduling, documentation, and reporting related to legal cases. It allows you to schedule and track court dates, client meetings, and deadlines as well as set reminders about important tasks.
If you think purchasing a legal case management tool is expensive, think again! There are many solutions that you can try for free. In this article, we’ve listed three such solutions based on their popularity on Google’s search engine queries. You can read our full methodology here.
3 popular open source and free legal case management software (listed alphabetically):
CaseFox
ClinicCases
Jarvis Legal
1. CaseFox
CaseFox is a web-based timekeeping and billing solution with features that facilitate legal case management. These features include task management, client management, time tracking, and document and calendar management.
The tool’s free plan covers two active users and four cases. Users can be disabled and new users added at no extra cost. The software can be integrated with document storage tools, such as Dropbox, Box, and Google Drive.
Key highlights of the tool:
- Captures both billable and non-billable time and expenses, and uses the captured time records to automatically create client invoices.
- Stores all client and case-related information at a centralized location. It also lets users assign document access permissions to control who has access rights.
- Automatically syncs the tasks and calendar items created by users with Google Calendar.
Upgrade cost: Starts at $15 per month. Discounts are available with paid versions.
Support: Email and phone support, a knowledge base, and a community forum. Users can also raise tickets on the CaseFox Support Portal and track the resolution status.
Mobile apps: Not available.
Suitable for: CaseFox is suitable for organizations of all sizes. It’s especially useful for legal professionals who need to track billable time and expenses.
Expense ledger in CaseFox (Source)
2. ClinicCases
ClinicCases is an open source web-based case management solution. Some of its key features are case queries, time management, data export (PDF, CSV, and TXT), calendar management, and time reports.
Users can install the software on their own servers or use the vendor’s paid hosting service, which offers free software setup and configuration. An unlimited number of users can be added. Data is stored in the MySQL format and can be exported to all other database systems. The software is optimized for mobile devices and can be accessed via any mobile browser.
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Key highlights of the tool:
- Organizes and stores all case-related documents at a centralized location for ease of access.
- Offers a consolidated dashboard that helps users track active cases, case open date, case access history, and more.
- Provides detailed reports on the status of cases as well as the time taken to close a case.
Upgrade cost: Offered free of cost under the MIT License. The cost of hosting on the vendor’s server is $99 per month. Special discounts are available for newly established nonprofits and lawyers practicing for at least five years.
Support: A knowledge base, user forums, and frequently asked questions (FAQs).
Mobile apps: Not available.
Suitable for: ClinicCases is specifically designed for law school clinics. It can also be used by small law firms, small nonprofits, and lawyers that have a private practice.
Database of client cases in ClinicCases (Source)
3. Jarvis Legal
Jarvis Legal is web-based legal practice management software with case management features such as time tracking, billing, document management, account management, and reporting.
Its free version covers unlimited users, five cases, and 5GB online storage space. It allows users to receive online payments, generate bills using customized templates, automate documentation, and generate reports. It also offers a client portal through which users can check on the progress of their cases, manage billing, and more.
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Key highlights of the tool:
- Allows users to invite co-counsels or clients to review and edit case documents.
- Provides predefined templates to help users generate bills and share them with clients. It also helps track unpaid bills.
- Offers JarvisBox that allows users to store a copy of all files on their computers and edit them, even when offline. Once users come online, all offline changes are automatically synced with the software.
Upgrade cost: Starts at $35 per user per month (billed every other year).
Support: A knowledge base and FAQs.
Mobile apps: Android and iOS.
Suitable for: Jarvis Legal is suitable for organizations of all sizes.
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Document assembly and editing in Jarvis Legal(Source)
Things to consider when choosing legal case management software
Now that you have ample information about the three popular open source and free legal case management software, follow these steps to select the one that best caters to your needs:
- Check the number of users covered under the free plan of each tool, and choose the one that meets your needs.
- Compare software features for the free plans of all three tools, and select the one that has the features you require.
- Visit Capterra’s legal case management software directory to compare more tools and read user reviews.
Methodology
We identified popular products for “open source and free legal case management software” via Incognito Google search on June 4, 2020. Products that appeared either individually on the first SERP page or at least twice on third-party listings during the search were shortlisted for further assessment.
Shortlisted products were evaluated against Capterra’s definition of legal case management software: Legal case management software coordinates documents, scheduling, conflicts, contacts, and reporting associated with legal cases.
The tools were further evaluated for a stand-alone free module that doesn’t need to be purchased post a limited period or expiry of usage limits.
Tools that met all of the above criteria were selected for the article.
Note: The applications selected in this article are examples to show a feature in context. They have been obtained from sources believed to be reliable at the time of publication.
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Looking for Law Practice Management software? Check out Capterra's list of the best Law Practice Management software solutions.