Features of CASEROADS

Experience CASEROADS, The Next Generation In Practice Management

Case 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
  • Replicates previous matters
  • Integrates automated court calendaring*

*Requires addition partner fee

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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 with available documents or 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
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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 various billing models and fee structures
  • Captures and tracks expenses
  • Auto-generates draft and final bill
  • Allows you to easily validate draft
  • Provides flexible billing schedules
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Opportunity Management

Turn opportunities into revenue with a push of a button
  • Manages new opportunities
  • Integrates intake process
  • Simplifies capturing client information
  • Performs automated conflict checks
  • Simplifies conversion to a matter
  • Enables quick and easy meeting scheduling
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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
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Payments

Easily create 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 payments
  • Simplifies management of Trust and Operating Accounts

*requires sign-up with partner

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Data and Reporting

Understand how your firm is operating and what actions are required
  • Contains built-in reports supporting Financial, Operational and Historical needs
  • Integrates with QuickBooks
  • Offers insights into all aspects of firm operations
  • Supports easy extraction of data for additional analysis in excel
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Leading Edge Technology

Enhance your firm's operation and reduce costs without worrying about technology
  • Cloud based - QbitEdge provides the support and management
  • Designed with responsive screen technology to support any device
  • Includes automated data backups
  • Automatically scales to meet your real time demands
  • Built using a modern web design
  • Designed to be safe, secure and resilient
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Ready to Discover the CASEROADS Advantage?

Request a demo and see for yourself how CASEROADS is the modern solution to your Practice Management needs