Press Releases

CaseCloud and Qualitas Consulting Group Partner to Deliver Powerful Legal Operations Solutions

Sugar Land, Texas – October 23, 2024 – CaseCloud, a leader in matter and spend management solutions and integrations, is excited to announce a strategic partnership with Qualitas Consulting Group, an expert in transforming corporate legal departments and other key business functions. This partnership combines CaseCloud’s Salesforce-based platform with Qualitas’s extensive expertise in Enterprise Legal Management (ELM), Contract Lifecycle Management (CLM), and business process optimization.

With over two decades of experience spanning legal, procurement, finance, and IT sectors, Qualitas Consulting Group offers invaluable insights and guidance. Together, the companies will provide corporate legal departments with scalable solutions designed to streamline operations, improve productivity, and deliver measurable results. This collaboration is set to help legal departments manage caseloads, financial oversight, and external counsel relationships more efficiently.

“CaseCloud’s platform already delivers significant value to legal operations, and we’re excited about the roadmap of features and improvements that will further enhance Enterprise Legal Management,” said James Kearney, Director at Qualitas Consulting Group. “We see tremendous value in the processes CaseCloud has established for legal operations, financial management, and workflow automation. Partnering with CaseCloud aligns perfectly with our commitment to delivering innovative solutions to our clients.”

Qualitas will leverage its broad expertise to implement CaseCloud solutions, helping corporate legal departments fully realize the platform’s potential—from real-time insights and streamlined workflows to advanced financial management tools. This partnership underscores both companies’ commitment to delivering tailored solutions that meet the evolving needs of legal professionals.

“We’re thrilled to welcome Qualitas into our group of trusted implementation partners,” said Dan Bellopede, Chief Revenue Officer at CaseCloud. “Their combination of industry knowledge, Salesforce expertise, and proven success makes them an invaluable partner as we continue to deliver transformative solutions to corporate legal departments.”

As the partnership progresses, CaseCloud and Qualitas Consulting Group will offer new opportunities for corporate legal teams to explore how these solutions can help optimize their operations.

About CaseCloud

Founded in 2006, CaseCloud is a leading provider of cloud-based, AI-enabled matter and spend management solutions built on Salesforce, tailored to the legal industry. We empower businesses to streamline operations, reduce costs, and enhance productivity through innovative technology.

For more information, visit mitratech.com or follow CaseCloud on LinkedIn @CaseCloud.

About Qualitas Consulting Group

Qualitas Consulting Group provides expertise in Enterprise Legal Management, Contract Lifecycle Management, and business process optimization, specializing in Corporate Legal Department deployments and operations. Their deep knowledge across multiple sectors helps businesses streamline legal operations and maximize efficiency.

For more information, visit www.qualitascg.com or follow Qualitas Consulting Group on LinkedIn @Qualitascg

Editor’s Note: This post was originally published on advologix.com. On November 20, 2024, Mitratech acquired Advologix, a leading provider of legal case management. The content has since been updated to reflect our new product offering, CaseCloud, and Mitratech’s latest solutions for legal ops management.

CaseCloud Announces: AI-Enhanced Matter Financial Management for Law Firms 

Sugar Land, Texas – August 13, 2024 – CaseCloud, a leading provider of legal technology solutions, is excited to showcase its innovative Matter Financial Management capabilities at ILTACON 2024. Law firms face the constant challenge of managing complex financial operations amidst a fragmented technological landscape. Designed to address the unique financial management challenges of law firms, this comprehensive suite combines matter management and financial oversight into a single, cohesive platform. With AI-powered features like SALI code tagging for accurate budgeting and categorization, CaseCloud empowers law firms to achieve unprecedented control and efficiency.

“CaseCloud’s Matter Financial Management functionalities empower law firms to handle their finances comprehensively,” said Jonathan Reed, CEO of CaseCloud. “By integrating essential financial functions into one platform, we simplify operations, reduce errors, and enhance profitability. This approach provides firms with the clarity and tools they need to make strategic, data-driven decisions.”

Key Benefits of CaseCloud’s Matter Financial Management:

• AI-Powered Innovations: Features like AI-driven SALI code tagging enhance budget accuracy and streamline matter categorization, providing a more detailed and efficient financial oversight.
• Enhanced Profitability: Automating critical financial processes such as timekeeping, fee arrangements, and hierarchical budgeting boosts financial performance by reducing administrative burdens and ensuring accurate billing, maximizing revenue.
• Control: Real-time financial insights, automated rate setting, and comprehensive reporting enable law firms to make informed, strategic decisions, enhancing operational control.
• High Efficiency Gains: Streamlined workflows and reduced manual tasks free up time for attorneys and staff, allowing them to focus on core competencies and improve client service, enhancing overall productivity and satisfaction.

“Our platform not only streamlines financial processes but also enhances client service by freeing up valuable time for legal professionals,” said Dave Schwab, Chief Product Officer at CaseCloud. “The AI-driven features, such as SALI code tagging, offer detailed financial oversight and precise budget management, which ultimately drives growth and efficiency for our clients.”

Experience the Future of Legal Financial Management at ILTACON 2024

Visit CaseCloud at Booth #346 to see live demonstrations of our Matter Financial Management solution and discover how it can transform your firm’s financial performance. Our experts will be available to answer your questions and provide tailored insights.

About CaseCloud

Founded in 2006, CaseCloud is a premier provider of AI-driven technology solutions that empower legal professionals to optimize operations, reduce costs, and enhance productivity. Our integrated platform combines matter management, financial management, and workflow automation to deliver measurable results.

For more information, visit mitratech.com and follow CaseCloud on LinkedIn @CaseCloud

Editor’s Note: This post was originally published on advologix.com. On November 20, 2024, Mitratech acquired Advologix, a leading provider of legal case management. The content has since been updated to reflect our new product offering, CaseCloud, and Mitratech’s latest solutions for legal ops management.

CaseCloud Ends DMS Juggling Act: Offers Seamless Integrations for Salesforce 

Sugar Land, Texas – August 14, 2024 – CaseCloud®, a leading provider of legal technology solutions, is thrilled to announce the expansion of its document management system (DMS) integrations. The comprehensive suite now includes NetDocuments, alongside existing integrations for iManage, Google Drive, and SharePoint. While CaseCloud specializes in legal technology, these integrations are industry-agnostic, enabling customers using Salesforce to securely access and manage documents directly within their Salesforce interface. This eliminates the need to switch between platforms, boosting productivity and optimizing document management workflows.

“CaseCloud streamlines document management for Salesforce customers by eliminating the need to switch between multiple platforms. Our innovative DMS integrations allow users to access and manage documents directly within their familiar Salesforce interface, significantly reducing document retrieval times and minimizing errors. This boosts overall productivity and efficiency, creating a unified experience that simplifies workflows and fosters seamless collaboration,” said Jonathan Reed, CEO of CaseCloud.

Key Benefits of CaseCloud DMS Integrations:

• Effortless document management: Eliminate platform switching and manage documents directly within your Salesforce interface for a streamlined and familiar experience.
• Boosted productivity: Reduce document retrieval times and minimize errors, freeing up valuable time for your team to focus on core tasks.
• Unified collaboration: Foster seamless collaboration by providing a single platform for accessing and managing documents across teams and departments.

“Our platform not only streamlines financial processes but also enhances client service by freeing up valuable time for legal professionals,” said Dave Schwab, Chief Product Officer at CaseCloud. “The AI-driven features, such as SALI code tagging, offer detailed financial oversight and precise budget management, which ultimately drives growth and efficiency for our clients.”

Unmatched Security and Streamlined Workflows

CaseCloud DMS integrations prioritize robust security, ensuring customers’ sensitive information is protected with the highest data protection standards and controlled access. Additionally, these integrations empower businesses to manage documents with ease. This includes building custom workflows tailored to specific needs and automated notifications that keep teams informed and on top of crucial updates.

“These integrations work across industries. You can deploy them in legal, healthcare, finance, logistics – the list goes on. They adapt seamlessly, unlocking value across the board,” said Dan Bellopede, Chief Revenue Officer at CaseCloud.

Experience the Future of Document Management at ILTACON 2024

Visit CaseCloud at Booth #346 to see live demonstrations of our enhanced DMS integrations and discover how they can streamline your document management workflows. Our experts will be available to answer your questions and provide tailored insights into how our seamless Salesforce integrations can boost productivity and efficiency. Learn firsthand how CaseCloud’s innovative DMS solutions eliminate the need for platform switching, reduce document retrieval times, and enhance collaboration across your teams.

Salesforce and others are among the trademarks of Salesforce, Inc.

About CaseCloud

Founded in 2006, CaseCloud is a premier provider of AI-driven technology solutions, helping businesses in the legal technology sector and beyond streamline operations, reduce costs, and improve productivity with a broad range of native integrations that seamlessly integrate with Salesforce, delivering measurable gains in productivity and efficiency.

Editor’s Note: This post was originally published on advologix.com. On November 20, 2024, Mitratech acquired Advologix, a leading provider of legal case management. The content has since been updated to reflect our new product offering, CaseCloud, and Mitratech’s latest solutions for legal ops management.

CaseCloud Legal Assistant AI: Ending Task Overload and Bottlenecks

Sugar Land, Texas – August 12, 2024 – CaseCloud, a leader in legal technology, is excited to announce its groundbreaking Legal Assistant AI, a comprehensive suite of AI tools designed specifically for the legal industry. Law firms face mounting pressure to deliver exceptional client service while managing rising costs and complexities. This innovative solution seamlessly integrates with Salesforce, automating tasks and leveraging the power of AI to streamline law firm operations while ensuring security with its Trust and Safety Layer.

CaseCloud Legal Assistant AI significantly enhances daily workflows with advanced capabilities such as document automation, financial management, client and matter intake, case management, and workflow optimization. Customizable based on unique data sets, these AI agents can be tailored to meet the specific needs of any legal organization. For example, law firms can create AI agents to address the nuanced requirements of particular clients or specialized areas of practice.

The AI’s Trust and Safety Layer ensures secure data retrieval, grounding, prompt defense, and compliance, providing law firms with the confidence that their sensitive information is protected. By embedding these tools directly into the Salesforce platform, CaseCloud delivers a powerful, integrated solution that leverages the power of AI in the context of daily law firm operations.

Leveraging SALI Tags for Enhanced Data Management

One of the standout features of the CaseCloud Legal Assistant AI is its integration with the SALI (Standards Advancement for the Legal Industry) taxonomy. By leveraging Salesforce workflows, attorneys can quickly and accurately tag matters with SALI tags, enabling data-driven insights and improved matter management. This seamless integration ensures that valuable data is captured and utilized effectively to inform strategic decisions.

Customizable AI Models for Tailored Legal Support

CaseCloud offers fine-tuned AI models specifically trained for legal activities. These models can be easily integrated into Salesforce workflows to automate tasks such as record and document retrieval, document summarization, and system data queries. Additionally, these AI models have the capability to ask and receive answers to general or specific legal questions on any topic, all from the perspective of an attorney. By leveraging the power of AI within the familiar Salesforce environment, legal professionals can focus on higher-value activities while the AI handles routine tasks. Some features are currently available in controlled release.

A Commitment to Security and Accuracy

“By embedding our AI capabilities into Salesforce workflows, we’ve developed a robust solution that allows legal professionals to benefit from AI services that are safe and highly efficient during normal work activities. Our AI’s Trust and Safety Layer, featuring secure data retrieval, grounding, prompt defense, and more, ensures that law firms can trust our technology to protect sensitive information. This focus on security, accuracy, and compliance is crucial for modern legal practices,” said Jonathan Reed, CEO of CaseCloud.

Experience the Future of Legal AI at ILTACON 2024

Visit CaseCloud at Booth #346 to see live demonstrations of our Legal Assistant AI capabilities and discover how they can transform your firm’s operational efficiency. Our experts will be available to answer your questions and provide tailored insights into how our AI solutions can enhance your legal workflows and financial management.

About CaseCloud

Founded in 2006, CaseCloud is a premier provider of AI-driven technology solutions, helping businesses in the legal technology sector and beyond streamline operations, reduce costs, and improve productivity. With a broad range of native integrations that seamlessly integrate with Salesforce, CaseCloud delivers measurable gains in productivity and efficiency.

For more information, visit mitratech.com and follow CaseCloud on LinkedIn @CaseCloud.

Media Contact

Marketing Department
CaseCloud
[email protected]

Editor’s Note: This post was originally published on advologix.com. On November 20, 2024, Mitratech acquired Advologix, a leading provider of legal case management. The content has since been updated to reflect our new product offering, CaseCloud, and Mitratech’s latest solutions for legal ops management.