Built-in Email
Native email client that automatically associates with matter-related contacts and files to the relevant matter
Integrated encryption and court-admissible proof of delivery options
Matter Management
Matter dashboard with custom fields, user access limits, and advanced notes and communications tracking
Calendar
Set custom categories, 2-way sync, shared firm calendar, auto create time and location suggestion
Contact Management
Manage contacts with advanced filters and create custom fields
Document Management & Automation
CRM
Manage leads, track referrals, get leads submitted directly from your website and share intake forms with prospects
Task Management
Create task templates, attach documents, set text reminders and perform delegation tracking
Caseway Client Portal
Time & Billing
Complete Business Accounting
Trust Accounting
Batch apply trust funds, 3-way trust reconciliation, matter ledger, create Trust Checks and set low retainer/trust balance warning
Legal Practice Management Software
Legal Practice Management Software