Caseroads® | The Next Generation "All in One" Legal and ADR Practice Management Platform

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

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

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

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

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

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

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

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

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

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

Payments

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

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

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

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

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

Caseroads Leading Edge Technology

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

Sign up now to receive a 30 day free trial!