Caseroads® | The Next Generation In Practice Management

Features of CASEROADS

Experience CASEROADS, The Next Generation In Practice Management

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 and deadlines
Provides auto alerting to avoid missing dates
Shows real time status
Replicate previous matters
Integrates automated court calendaring*

*requires sign-up with partner

Caseroads Matter Management

Caseroads CRM and Opportunity Management

CRM and Opportunity Management

Turn opportunities into revenue with a push of a button

Manages new opportunities
Integrates intake process
Simplifies capturing client information
Easily converts into a matter
Enables quick and easy meeting scheduling
Tracks conversion rate

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 with documents and allows you to search for documents
Built with a single repository to manage case files, invoices, templates and forms
Supports advanced capabilities including document tagging, permissions and version control
Outlook integration for easy importing

Caseroads Document Management

Caseroads Conflict Management

Conflict Management

Automated conflict checks for worry free compliance; no manual lists or documents to check.

Potential clients are screened for involvement in current and previous matters
Conflicts can be waived
Allows for alternate attorney review
Conflict check occurs whenever parties are updated

Tasks and Deadlines

Stay on top of critical tasks and court deadlines. Never miss a critical date again.

Create, assign, prioritize, and track tasks
Use CalendarRules* to automate court calendaring and deadline identification
Create deadline associated tasks so deadlines are met
Define manual deadlines to stay on top of other critical dates

*requires sign-up with partner

Caseroads Tasks and Deadlines

Caseroads Integrated contacts and calendaring

Integrated contacts and calendaring

Schedule, View appointments with a firm-wide calendar while keeping your contact information up to date

Supports advanced contact management capabilities
Integrates contact information directly into cases and opportunities
Provides an Integrated calendar that supports scheduling of meetings and other events firm wide
Allows events to be 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 many billing models and fee structures
Captures and tracks expenses
Auto-generates draft and final bill
Auto-generates draft invoice (pre-bill)
Provides flexible billing schedules

Caseroads Integrated Time, Expense and Billing

Caseroads Client Portal

Client Portal

Connect with your clients directly from within Caseroads

Provide invoices and enable payments
View billing history
Send and receive client messages
Update client contact information

Payments

Easily create and distribute accurate invoices and get paid faster

Tracks payments and payment history
Integrates invoicing and payments
Speeds payments using an Integrated payment partner* to accept Credit, Debit and ACH payments
Supports email and client portal payments
Capture payment profiles and use autopay

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

Caseroads Payments

Caseroads Trust Accounting

Trust Accounting

Simplifies management of Trust and Operating Accounts

Tracks trust and operating account activities
Supports any number of accounts
Easily assign an account to a matter
Detailed activity reports are available
Export 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 firm is operating and what actions are required

Contains built-in reports supporting Attorney, Financial, Operational and Historical needs
Offers insights into all aspects of firm operations
Provides information at your fingertips
Easy to tailor the report output to specific needs
Supports easy extraction of data for additional analysis in excel
Or print for off-line viewing

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
Designed with responsive screen technology to adjust to any device
Integrates with value-add partners
Uses the latest security technologies
Designed to be safe, secure and resilient

Caseroads Leading Edge Technology

Caseroads Worry Free Operations

Worry Free Operations

We manage the technology, so you do not have to

Cloud Platform - QbitEdge provides the support and management
Works with any device with an internet browser
New features are automatically added
Includes automated data backups
Automatically scales to meet your firm's demands
Automate decision making to drive greater responsiveness to changing market conditions

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