Legal Case Management Software

Track cases, clients and manage billing





    Case Management


    PlanStreet’s legal case management software serves as a central location for the management of all documents, calendars, and processes. Having every piece of information related to a case in one single location is the best way to ensure that your case is not just organized but is operating at maximum efficiency.

    Case Board

    user friendly legal case management software combines all the functionality you need

    PlanStreet’s legal case management software is a full service solution to guide your firm from prospective client intake all the way to billing for services delivered.

    PlanStreet’s user friendly legal case management software combines all the functionality you need to management your practice. This puts an end to the need for multiple platforms and subscriptions to manage your billing, leads, client access, and contact management.

    Document Control

    Organize your documents with PlanStreet’s legal case management software

    PlanStreet’s legal case management software collects and organizes every document you associated with your cases. With our legal case management software, you’ll have:

    • Access to unlimited document storage
    • Complete control over folder creation and document organization
    • Access to all documents via mobile and desktop versions
    • The ability to share and collaborate on documents with other users
    • Access to unlimited document storage
    • Complete control over folder creation and document organization
    • Access to all documents via mobile and desktop versions
    • The ability to share and collaborate on documents with other users
    • A complete document revision history

    Calendar Management

    Integrating your calendars into your legal case management software

    Integrating your calendars into your legal case management software streamlines your workflow and ensures that you will never miss a deadline. PlanStreet provides individual and firm-wide shared calendars that can be customized to your specific needs.

    Case Reporting

    Accessing a complete overview of your case

    Accessing a complete overview of your case is simple with PlanStreet’s legal case management software. Utilizing case specific dashboards, you can track the workload, resources invested, and current status of each case to compile an informative overview. Additionally, PlanStreet gives you the ability to zoom out and look at your firm’s overall case load both historically and current.


    PlanStreet’s legal case management software offers a set of features that make it invaluable to your firm.

    Billing


    PlanStreet’s legal case management software offers a simple, streamlined solution for complicated billing processes. In the legal world, billing can be time consuming and challenging. From beginning to end, a legal case management software can make your billing process more efficient and save your firm valuable hours each month. Some of the billing functions in PlanStreet’s legal case management software include:

    Time tracking

    tracking billable hours for clients cases

    The lifeblood of your firm is tracking billable hours for your client’s cases. The work that you do is valuable to both your client and your firm so it is critical that each minute invested is recorded.

    PlanStreet’s legal case management software allows for time to be tracked on both desktop and mobile devices, via manual entries, automated timers to track billable time in the moment, and expense tracking across the firm.

    Invoicing

    automate your invoicing process

    PlanStreet’s legal case management software will automate your billing each month to increase efficiency and accuracy. No more manual invoicing.

    Additionally, invoices can be shared with clients in a way that is most most convent with them, i.e. email, traditional mail, client portal, etc…

    Collection

    simplify fee collection processes with PlanStreet’s legal case management software


    PlanStreet’s legal case management software simplifies fee collection processes for both the firm and the client.

    Payments can be automated to reduce staff time invested in collection and the case management software allows for payments to be completed in the office, on the phone, or secure online client portals!

    Reporting

    track the status of payments, generate time and expense reports

    Financial reporting is a critical component of every business. PlanStreet’s case management software tracks the status of payments, generates time and expense reports, provides a full spectrum financial analysis, and can even zoom down into the nuts and bolts of specific cases.


    PlanStreet’s team will ensure that you are kept in the loop about training sessions and materials that are available.


    Client Portal


    Clients deserve to be in the know. PlanStreet’s legal case management software offers clients a wealth of information by simply logging into their own account. When logged in, clients will have access to:

    Instant Access

    Secure, instant communications about the status of the case

    • Secure, instant communications about the status of the case. You can provide confidential updates to clients with all communications being logged and searchable for historical research purposes.
    • The ability to share and receive documents with your firm. Secure and confidential documents can be edited creating a collaborative environment for both clients and firm staff.
    • Private and secure invoicing. Clients will be notified when receiving an invoice and will notified when payments are due. PlanStreet’s legal case management software allows for client’s to pay their invoice when logged in which streamlines the payment process for both parties.

    Lead Management

    Lead Management made easy

    Onboarding new clients keeps your firm profitable and vibrant.
    PlanStreet’s legal case management software helps you manage potential clients from their initial contact as a prospect all the way to to engaging them as full fledged clients.


    • Keep track of the status of leads
    • Create phases of onboarding specific to your firm
    • Develop and store intake forms
    • Provide electronic signatures for retainer agreements

    PlanStreet wants to help your firm take a giant step toward efficiency and better customer service with our legal case management software!

    PlanStreet’s Legal Case Management ensures that you manage each legal case diligently

    Successfully execute your legal cases with PlanStreet and stay on top of every activity.