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Law Practice Management with CaseFleet

Record client communications, assign and complete tasks, receive notifications, track case activity, invoice clients, and much more.

Get organized with Task Manager.

Keeping track of due dates, deadlines, and responsibilities can be daunting. Our Task Manager lets you:

 

  • Assign tasks to yourself and others
  • Track due dates and late tasks
  • Get notified via email when a task is assigned to you
  • See tasks, events, and deadlines on our Legal Calendar

 

The Activity feed is one feature of our legal practice management software.

Our real time Activity feed.

Know what is happening on your cases in real time. Track client communications and take case notes. Attach documents and search past activity.

Our CRM feature also has an activity feed so you can track your interactions with new leads.

Use our law practice management software for billing and invoicing.

Generate invoices and bill clients.

Generate invoices from your cases based on time entries and expenses. Track due dates and payments received. Apply payments from our Trust Accounting feature.

Get notifications with our legal practice management software.

Be notified.

CaseFleet's notification center makes sure you know about important changes to your cases.

 

  • Know when your case's timeline is updated
  • Know when a client lead is contacted
  • Know when a task is completed
  • And much more

 

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Convert leads to new clients.

CaseFleet helps you take fresh leads from first contact to new clients.

 

  • Keep track of when and how a lead entered the system
  • Know who is responsible for the lead
  • Track last contact with lead
  • Manage documents provided by lead
  • Automatically convert lead to case
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