List of the Top 13 Legal Case Management Software for NetDocuments in 2025

Your organization can enhance its efficiency and structure significantly with our solutions. By utilizing customizable statements and generating detailed management reports, you can gain valuable insights into your operations. With Tabs3Pay, you are empowered to accept both credit card and ACH payments effortlessly. Additionally, the Platinum Edition offers mobile access to both Tabs3 and Tabs3Pay, ensuring flexibility for your team. This comprehensive system meets all accounting needs specific to law firms, allowing you to print financial statements, manage bill payments, reconcile bank accounts, oversee client trust accounts, and generate detailed financial reports seamlessly. An integrated electronic case file ensures that all critical information, including contacts, appointments, emails, and documents, is well-organized. As a result, your practice is now more streamlined than ever before. Furthermore, informative dashboards present easy-to-understand graphs that allow you to monitor collections, billings, and trust balances effectively. Clients also benefit from the convenience of paying their invoices online and depositing funds directly into Trust Accounting through Tabs3Pay, enhancing overall client satisfaction and engagement. This integrated approach not only simplifies processes but also promotes a more productive work environment.

The Orion Practice Management System provides vital information right on your desktop, streamlining all essential elements for your legal practice, such as Case Management, Docket, Calendar, Emails, Contacts, Communications, Financial Statistics, and Client Documents. For the first time, this innovative system enables law firms to move effortlessly from a broad overview to specific details with exceptional efficiency and ease, available in real-time and on-demand. By managing the data-collection process, the Orion Practice Management System allows you to quickly evaluate the firm’s health and operational status whenever needed. Built with flexibility in mind, this system enables each user to tailor their profiles and save personal preferences, guaranteeing a customized experience with every login. This customization includes options for selecting which columns to show, defining the sorting order—whether ascending or descending—and modifying the arrangement of various sections on the interface. Furthermore, this level of personalization not only boosts productivity but also ensures that each individual can operate in a manner that aligns with their specific working style. Ultimately, the Orion Practice Management System transforms the way legal professionals engage with their daily tasks, making processes more intuitive and user-friendly.

Oversee and enhance your platform seamlessly - all from one unified hub. From the moment a client visits your website to the conclusion of their billing process, we empower your firm at every stage. Centerbase, a subscription-based legal software solution based in Dallas, is designed to assist small and midsize law firms in managing and expanding their operations through comprehensive client lifecycle management, automation, and marketing resources. Tailored to various user types and practice areas, Centerbase enables law firms to align with contemporary client and legal professional expectations, thereby achieving peak productivity and profitability. To schedule a demonstration, please call (214) 987-9000, and take the first step towards transforming your legal practice.

Clio, a prominent cloud-based solution for law practice management that is relied upon by over 150,000 attorneys, encourages you to arrange a demonstration. You can securely access your law firm from any location, enabling you to oversee all your tasks in a single, centralized platform. Discover how Clio can enhance your practice today.

Soluno is a cloud-based solution designed specifically for law firms, enhancing their efficiency through comprehensive accounting and billing capabilities. With an intuitive suite of features for time and expense tracking, billing, accounting, and trust management, law firms can streamline their operations effectively. The platform's strong focus on trust accounting and billing, coupled with exceptional usability and top-notch customer support, empowers users to boost their productivity significantly. Additionally, Soluno provides complimentary data conversions from 14 leading industry solutions, making it easier for firms to transition to their software without any hassle. This commitment to support and functionality positions Soluno as a valuable tool for legal professionals seeking to optimize their business management processes.

Envision having all your client and case details consolidated in a single, user-friendly platform. This includes easy access to documents, emails, tasks, and billing activities. The Kanban boards, part of Rocket Matter's advanced Legal Project Management Platform, provide a clear visual representation of the status of all your cases. Designed for optimal efficiency, the application's user-friendly screens for expense and time tracking ensure smooth operations. Our various timers simplify the process of monitoring time spent on all matters. With the ability to perform batch billing and set customizable rules, you can finalize your monthly billing in just a few minutes. Rocket Matter also facilitates straightforward bulk and inline editing of invoices. In addition, the platform makes managing your trust accounts hassle-free. All documents can be systematically stored and organized according to matter and related case information, ensuring everything is easily accessible whenever needed. By centralizing these functionalities, Rocket Matter enhances your overall workflow and productivity.

Filevine is an innovative Case Management software designed to enhance the organization and efficiency of legal workflows. Its user-friendly interface boasts features that facilitate calendar coordination and collaborative case note management. Additionally, the platform offers tools for tracking time and expenses, along with options for document uploads and managing dockets effectively. This comprehensive approach not only simplifies legal processes but also improves overall productivity for legal teams.

Actionstep serves as a comprehensive legal practice management solution tailored for ambitious law firms. With its adaptable and user-friendly software platform, Actionstep offers limitless opportunities to grow and refine your practice as a law firm. Designed in the cloud with workflow automation at its core, Actionstep enhances productivity for law firms at every phase. For over 15 years, we have dedicated ourselves to empowering legal professionals. As the pioneer of the world's first true cloud-based practice management system, we have witnessed our global clientele and team flourish, and we continue to push the boundaries of innovation. We hold a profound appreciation for the vital role lawyers play in shaping significant moments in our lives and businesses. We firmly believe that when lawyers establish efficient and contemporary practices, they are able to provide the highest quality service to their clients. Actionstep offers a fully customizable firm management system tailored specifically for law firms. Our software evolves with your needs, eliminating the necessity for you to adapt. Integrated workflows for legal processes, client management, and administrative tasks are embedded in our software, while automation is woven throughout all our features, ensuring that operations flow smoothly and minimizing the time dedicated to administrative duties. In this way, we help law firms focus more on what truly matters: their clients.

LEX247 is an innovative cloud platform designed to streamline legal practice management for law firms, regardless of their size or specialization. It offers an intuitive user interface while encompassing the robust functionalities typical of a comprehensive enterprise practice management solution for legal professionals globally. With LEX247, enhancing your legal team is just a click away—simply add a lawyer!

Xakia serves as your comprehensive legal toolkit, specifically designed for in-house legal teams comprising 2 to 20 members. This efficient and budget-friendly solution consolidates all matters, contracts, and documents into one reliable source, enabling you to monitor deadlines, priorities, and workloads effectively. With robust analytics presented through interactive dashboards and reports, you are empowered to make informed, data-driven decisions for your Legal Department. Its open API architecture facilitates effortless integration with essential software like Outlook and Gmail, seamlessly fitting into your existing LegalTech and enterprise workflows. Say goodbye to cumbersome spreadsheets with enhanced features for managing contracts and disputes, while benefiting from a simple and streamlined legal intake and triage process. Xakia offers complete visibility through a dedicated collaboration portal, budget control with effective spend management tools, and insightful analytics via interactive dashboards and reports. Designed for straightforward configuration and rapid adoption, Xakia eliminates the need for lengthy, expensive implementations, ensuring that you can start using it within minutes rather than months. Additionally, its user-friendly interface encourages teams to maximize their efficiency from day one.

CARET Legal stands out as the premier tool for legal practitioners, enabling them to effectively oversee their practices while prioritizing essential aspects such as client satisfaction and optimizing billable hours. With features that encompass everything from client onboarding and case management to comprehensive financial tracking and reporting, CARET Legal empowers law firms to enhance time efficiency, foster teamwork, improve precision, expand their operations, and accelerate revenue collection like never before, ultimately leading to a more streamlined and productive legal practice.

Litify serves as a comprehensive legal operating platform aimed at eliminating barriers not only within your legal team but also in your interactions with clients. This top-tier platform offers a range of features, including tailor-made matter plans and intake forms, an extensive array of timekeeping and billing tools, as well as integrated document management, all designed to be easily adjusted in a no-code setup that prioritizes user experience. Built on Salesforce, it benefits from one of the most robust security frameworks available globally, ensuring that your sensitive data remains protected. Furthermore, Litify's adaptability allows legal professionals to streamline their workflows efficiently.

The courts provide notifications for new filings throughout the day, but these alerts only inform you of updates; to actually retrieve the filings, your team has to click through numerous hyperlinks and endure the cumbersome task of downloading, labeling, and sharing the necessary documents. Fortunately, you can manage and coordinate all litigation activities across different offices, practice groups, and case teams via a centralized portal. This innovative system collects every federal filing associated with your firm, along with pertinent metadata, and organizes them systematically within the correct workspace of your document management system or experience-capture platform. With PacerPro Manifold, you have the capability to build a comprehensive database of federal court information, significantly enhancing your firm's capacity to utilize its collective knowledge and streamline legal workflows for greater efficiency and collaboration. By centralizing these processes, your team can focus on strategic legal tasks rather than getting bogged down by administrative duties.