Features of CASEROADS

Experience CASEROADS, The Next Generation "All in One" Legal and ADR Practice Management Platform

Matter Management

360-degree view with client information, tasks, documents, expenses, time, notes, payments, accounts and more.
  • Manages your entire caseload more efficiently
  • Matter details are at your fingertips including tasks, notes, and deadlines
  • Provides alerts to avoid missing dates
  • Shows real time status of your matters
  • Replicates previous matters
  • Integrates automated court calendaring*

*requires sign-up with partner

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Caseroads Matter Management
Caseroads Mediation Management

Mediation Management

Stay on top of your mediations, agreements, documents, expenses, time, notes, payments, and more.
  • Manages all your active mediations more efficiently
  • Supports as many parties within a case as needed
  • Provides mediation details at your fingertips including notes, tasks, and documents
  • Allows parties to securely upload documents
  • Tracks all your mediations and their outcomes in one place
  • Supports replication of previous mediations to save time
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Arbitration Management

Easily manage your arbitrations, agreements, documents, expenses, time, notes, payments, and more.
  • Manages all your active arbitrations more efficiently
  • Supports as many parties, lawyers and advocates as needed
  • Shares cases among panel arbitrators and support staff
  • Provides arbitration details at your fingertips including notes, tasks, and documents
  • Allows parties to securely upload documents
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Caseroads Arbitration Management
Caseroads CRM and Opportunity Management

CRM and Opportunity Management

Turn opportunities into revenue with a push of a button.
  • Allows you to stay on top of new opportunities
  • Email forms to parties or clients directly from within Caseroads
  • Enables you to easily capture and manage party or client information
  • Easily converts an opportunity into an active case
  • Tracks your conversion rate to improve your closure success
  • Supports both free and paid consultations
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Document Management

Browser-based document management system provides it all: Access, Speed, and Security.
  • Provides a fully integrated document management capability - no need for a separate document system
  • Pre-populates a matter or dispute with associated document folders
  • Provides full text search capabilities
  • Stores and manages case files, templates, and forms
  • Allows you to drag and drop files of any format including emails
  • Easily share documents with team members, clients' or parties
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Caseroads Document Management
Caseroads Conflict Management

Conflict Management

Automated conflict checks for worry free compliance; no manual lists or documents to check.
  • Potential parties are screened for involvement in current and previous cases
  • Conflicts can be waived
  • Allows for alternate review of conflict
  • Continuously checks for conflicts whenever parties are updated
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Tasks and Deadlines

Stay on top of critical tasks and critical deadlines. Never miss an important date again.
  • Allows for the creation and prioritization of tasks
  • Enables you to assign and track tasks to completion
  • Supports creation of deadlines and links related tasks so deadlines are met
  • Integrates with CalendarRules* to automate court calendaring and deadline identification
  • Allows you to define any critical date as a deadline to monitor
  • See visual warnings when tasks or deadlines are coming due

*requires sign-up with partner

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Caseroads Tasks and Deadlines
Caseroads Integrated contacts and calendaring

Integrated contacts and calendaring

Schedule and view events with a practice-wide calendar while keeping your contact information up to date.
  • Supports advanced contact management capabilities
  • Integrates contact information directly into cases and opportunities
  • Easily export contact information
  • Provides an integrated calendar that supports scheduling of meetings and other events
  • Events are automatically exported to other calendars
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Integrated Time, Expense and Billing

Flexible billing with an easy-to-use invoicing process makes getting paid fast and efficient.
  • Captures and manages all billable and non-billable time
  • Supports different billing models and fee structures
  • Captures and tracks expenses
  • Generates a draft and final bill on-demand
  • Provides invoice scheduling to auto generate a pre-bill
  • Supports 3rd party and split billing as needed
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Caseroads Integrated Time, Expense and Billing
Caseroads Client Portal

Client Portal

Connect directly with the clients and parties with the integrated Caseroads portal.
  • Provides access to invoices and enables payments
  • Shows billing and payment history
  • Allows you to send and receive messages between you and parties
  • Parties can easily update their contact information
  • Allows clients and parties to share and upload documents
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Easily create and distribute accurate invoices and get paid faster.
  • Tracks payments and payment history
  • Fully integrates invoicing and payments
  • Speeds payments by accepting Credit, Debit, and ACH payments
  • Provides self-service payments through email or portal
  • Captures payment profiles and enables use of autopay
  • Supports partial payments

*requires sign-up with CardConnect or LawPay as a payment partner

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Caseroads Payments
Caseroads Trust Accounting

Operating and Trust Accounting

Simplifies management of multiple financial accounts.
  • Tracks trust and operating account activities
  • Supports any number of accounts
  • Easily allows you to assign an account to a case
  • Provides detailed activity reports for reconciliation
  • Exports data to QuickBooks or Wave Accounting with a push of a button
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Accounting Integration

Automate updates to QuickBooks or Wave Accounting
  • Easily select records to transmit by record type or date
  • Types include trust account, payment, and expense transactions
  • Complete flexibility to select just the records you want to transmit
  • Also supports downloads of data to Excel or the ability to print a report
  • Works with QuickBooks desktop and On-line versions
  • Or use Wave Accounting to save money
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Caseroads Accounting Integration
Caseroads Data and Reporting

Data and Reporting

Understand how your practice is operating and what actions are required.
  • Contains an extensive set of built-in reports
  • Offers insights into all aspects of practice operations
  • Provides information at your fingertips
  • Easily tailor the report content
  • Supports easy extraction of data for additional analysis
  • Download or print for off-line viewing
  • Provides individual and administrative views
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Leading Edge Technology

Reduce costs while using the latest technology and trusted partners.
  • Resides in the Google cloud
  • Built with industry leading next-generation technologies
  • Uses responsive screen design to adjust to any device
  • Implemented with the latest security and encryption capabilities
  • Designed to be safe, secure and resilient
  • Easily download your data
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Caseroads Leading Edge Technology
AnyLaw calendar rules cardconnect
lawpay quickbooks wave
Caseroads Worry Free Operations

Worry Free Operations

We manage the technology, so you do not have to.
  • Cloud Platform - Caseroads provides the support and management
  • Works on any device with an internet browser
  • New features are automatically added
  • Includes automated data backups
  • Automatically scales to meet your practice's growth
  • Always available where and when you need it
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