Legal Case Management
Complete tasks and collaborate in real-time across legal cases – all while leveraging robust reporting and analytics for better decision-making – with one unified legal matter and case management platform.
Legal Case Management Made Simple, Smart, and Secure
A more collaborative case management future is here. Whether you’re a solo practitioner or part of an in-house legal team, seamless compatibility and built-in integrations with the tools that you use on a daily basis means that Mitratech’s case management platform sets the stage for a secure workflow through the entire case management lifecycle.
The Edge You Need in Your Legal Case Management
Backed by the configurability and rapid implementation capabilities of Salesforce’s native architecture, Mitratech’s legal case management allows teams of all sizes and complexities to work more efficiently and securely with:
- A Wide Range of Case Management Capabilities: Including case intake, legal project management, document management, and more.
- Advanced Security: A foundation of high-level security to give users the peace of mind needed to tailor their case management experience without ever compromising on reliability.
- Flexible Integrations: Available on AppExchange, Salesforce’s cloud marketplace, with additional deep integrations built within document management providers like iManage, Google Drive, and Microsoft SharePoint.
One Platform. Every Case. Total Control.
Backed by the configurability and rapid implementation capabilities of Salesforce’s native architecture, Mitratech’s legal case management allows teams of all sizes and complexities to work more efficiently and securely with:
Cloud-Based Access
Enjoy secure, anytime access for team collaboration with technology built on Salesforce.
From Intake to Resolution: Streamline Every Step of Your Legal Case Management
See HowA Legal Case Management System That Meets You Where You Are - And Grows With You
Legal case management systems should do more than just organize your files—they should empower your team to work smarter, faster, and more strategically. Whether it’s streamlining workflows, managing case data, or generating actionable insights, a standout system is designed to meet the evolving demands of modern legal teams. Here's what to look for in a truly transformative solution.
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Document Management That Works for You
No more flipping through filing cabinets. Keep all case-related files in one cloud-based system, easily searchable and organized. With automatic version control, you’ll always work on the most up-to-date documents.
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Custom Workflows & Task Automation
Focus less on busywork and more on billable work. Create workflows tailored to your firm’s needs. Whether it’s document approvals, client requests, or task assignments, automation ensures nothing falls through the cracks.
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Advanced Reporting & Analytics
From real-time dashboards to detailed analytics, a strong legal case management system provides data-driven insights. Customizable reports let you track performance, identify trends, and uncover opportunities for improvement.
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Real-Time Client Collaboration
Enhance communication with your clients through a secure, self-service portal. Clients can check case status, review documents, and even submit requests directly, giving them peace of mind and reducing your workload.
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Time Tracking & Billing
Track billable hours automatically, and easily generate invoices with the click of a button. No more scrambling to record time or worry about billing discrepancies—everything is accurately captured and ready for review.
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Robust Integration Capabilities
Great systems don’t operate in isolation. They integrate with your email, document management systems, billing tools, and other platforms, creating a connected ecosystem for legal operations.
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Scalability for Growth
Your legal needs today may look very different a year from now. A good system should be flexible and scalable, accommodating growth in case volume, team size, and complexity.
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User-Friendly Interfaces
A system that requires weeks of training or endless support tickets isn’t solving your problems. The best solutions prioritize intuitive design, ensuring quick adoption by all users.
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Security & Compliance
With sensitive legal information at stake, robust security features are critical. Ensure a secure workflow through the entire case management lifecycle with role-based access controls, and audit logs to safeguard your data.
Responsive. Customizable. Dedicated.
“Our transition to CaseCloud was supported 100% from day one. The Salesforce platform is incredibly responsive and was built to satisfy the needs of our legal team. In addition to our legal matter management, AdvoLogix supports our complex contact database and offers project management tools like task lists and event planning. The cloud-based software is intuitive, incredibly fast, and we look forward to exploring future integrations within the platform."
Gives us capability no other package can offer.
“We have been using AdvoLogix for over eight years. Periodically I review other similar software packages. No other package for attorneys gives us the level of management control that AdvoLogix offers. We run our firm strictly by the numbers. That requires accurate daily metrics. AdvoLogix, through Salesforce allows us to have automated Dashboards several times a day that show us up to date numbers that we use to manage the firm. The staff at AdvoLogix has always been helpful about any issues we run into. I highly recommend AdvoLogix!"
Powerful Package. Great User Experience. Highly Recommend.
“We’re a growing personal Injury law firm with a heavy focus on process automation. Advologix is a thoughtfully developed package that provides us with a perfect foundation to support our core workflows, while allowing us to extend functionality using Salesforce’s automation tools for those automation requirements that are unique to our firm. We continue to have great user experiences, even as we scale. I’ve worked with a number of SaaS vendors over the years and my experiences with the Advologix team have always been superior. Highly recommend."
Want to Experience the Difference for Yourself?
Discover how one centralized case management system can transform your legal operations.
Book Your DemoFrequently Asked Questions
What is legal case management software?
Legal case management software centralizes and streamlines the tracking, organization, and resolution of cases, enabling legal teams to manage deadlines, documents, and communications in one platform.
Who benefits from legal case management software?
In-house legal departments, law firms, and legal service providers of all sizes benefit by increasing efficiency, reducing administrative overhead, and improving collaboration across teams.
Can the software integrate with my existing tools?
Yes, Mitratech Legal Case Management integrates seamlessly with your existing tools like email platforms, document management systems, and practice management software.
How does this software improve case efficiency?
By automating repetitive tasks, organizing documents, and providing real-time case tracking, legal case management software helps reduce manual work and accelerate case resolutions.
Is legal case management software secure?
Yes, top-tier systems like Mitratech prioritize data security with encryption, role-based access, and compliance with industry standards like GDPR and SOC 2.
Can this software handle compliance requirements?
Yes, most solutions come with compliance tracking and audit-ready features to ensure adherence to legal and regulatory standards.
Is it scalable for growing teams or firms?
Yes, scalable software grows with your needs, accommodating increased case loads, larger teams, and more complex operations without losing efficiency.
How do I get started with legal case management software?
Getting started is easy—schedule a demo, explore features tailored to your needs, and begin a seamless onboarding process designed to integrate with your team’s workflows.
©2025 Mitratech, Inc. All rights reserved.
©2025 Mitratech, Inc. All rights reserved.