Your court list
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Court types and levels: for example base courts, high courts and subdivisions.
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Court details: location, jurisdiction, contact information and official address.
Legal Case Management Software
Legal Matter Management Software That Follows Each Case From Inquiry to Fee
Legal matter management software keeps every matter in one record: the client, the court, the next hearing, the documents and the costs. This page shows each feature of our legal case management software in the order a case uses it.
In short: one login covers inquiries, cases, hearings, contracts, shared files and fees for your whole firm.
Built for: law firms, solo lawyers and advocates, and corporate legal teams. See how each one works in the legal case management use cases.
Intake
Legal Intake Software That Saves Every Inquiry
Intake starts when someone asks for help. You record the inquiry with contact details and the service the person wants, and it remains open until it is closed.
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Required documents: list what a client must bring for each service, so the team stops chasing missing papers.
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Follow-up: open inquiries can be followed up and converted into active clients.
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Applications: track each application stage by stage, with its documents saved together.
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Payments: link every payment to its application and mark it cleared or cancelled.
A Booking Link With Your Own Questions
Send one link and clients book a consultation themselves. Each client picks an open time slot within the days and hours you set.
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Your questions: radio buttons, dropdowns, checkboxes or short text, each required or optional.
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Free or paid: run free or paid consultations and set how long each one lasts.
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Your call: approve or reject each request. Status reads pending, approved, complete or rejected.
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Callbacks: after an appointment is completed, a client can ask for a callback.
Good to know: intake here means saved inquiries, required-document lists and a booking link. It does not score leads or route requests on its own.
Cases
One Record for Every Case and Matter
Every matter starts with one record. The whole firm can open it, so the case list works as a case tracking system for every attorney: number, court, status and priority in one view.
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Case details: type, number, year and filing date.
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Parties: opponent, party and advocate details, plus the legal sections involved.
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Status: current status and completion date, so case management tracking does not depend on a side spreadsheet.
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Everything else: case documents, notes and expenses sit on the case itself.
Client Records
Legal client management software starts with one directory. Client and petitioner details live in one place, and every case links back to its client.
Courts
Courts, Jurisdictions and Attorney Profiles
Set up your own court list once and reuse it on every case. The court is assigned automatically when a case is created.
Attorney profiles
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Attorney profiles: license details, specializations and practice areas, with each lawyer's case history and performance in view.
Hearings
Hearings That Update the Case
A hearing belongs to its case, so the date, the judge and the courtroom never sit in a separate calendar.
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Schedule: hearing date and time, judge, courtroom and hearing type.
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Track: attendance and hearing status.
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Record: order sheet documentation stays with the hearing.
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Update: mark a hearing complete and the case's next hearing date updates itself.
Meetings, appointments and work dates share one firm calendar that syncs with your Google Calendar, so everyone sees the same plan.
Workflow
Legal Workflow: Six Steps, With the Routine Parts Automated
The workflow follows the path a firm already walks. Each step is recorded against the case:
- Inquiry: save it with contact details and the service wanted.
- Consultation: the client books a slot and you approve it.
- Case opened: link the court, the advocate and the client to a new case number.
- Documents and contracts: file client papers as numbered documents and send a contract from a template.
- Hearings and expenses: record each hearing and approve the fees and costs that come with it.
- Fees and closure: clear the fee receipts and close the case.
Good to know: that is the full extent of the legal automation. A custom workflow builder and document assembly are not part of the feature list.
What runs by itself
Here, legal workflow automation software means these routine steps run without anyone retyping them:
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Dates: the next hearing date updates after a hearing is completed.
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Contracts: a saved template becomes an active contract with one click.
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Approvals: expenses, fees and petty cash requests go through approval before they are paid.
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Alerts: WhatsApp messages go out for the events you enable in settings, such as updates and new assignments. Alerts can go to specific teams.
Contracts
Contracts, Templates and E-Signatures
Contracts sit beside the cases they belong to.
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Contract types: create your own types, attach files and add comments.
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Signatures: both parties sign online, and each signature is stored with an audit trail.
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Renewals: status updates and renewal logs show where each contract stands. An expiring-soon list shows what needs attention.
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Templates: save a finished contract as a template, convert it into an active contract and adjust it before it is signed.
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Template library: add descriptions and files, preview, download or duplicate any template.
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Copies: duplicate an existing contract to start a similar one.
Documents
Case Documents and a Firm Knowledge Library
Every client and case document gets its own number, built from a prefix you choose.
Numbered case documents
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Privacy: mark each document private or public.
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Teamwork: add notes and comments, shown with the author and time, and attach several files.
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Status: move a document through stages you define, preview it and export it as PDF.
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Copies: duplicate a document with or without its notes and comments.
The knowledge library
The knowledge library turns what your firm knows into knowledge books that hold articles and mind maps. Court filing guides, client onboarding steps, case law notes, contract terms and firm policies sit together, with search and share links.
Mind maps break a process into connected nodes that you can rearrange by drag and drop.
Sharing
Share Case Papers by Protected Link
Share a file through a link, or assign it to named email recipients, instead of attaching it to an email.
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Protection: add a password, or let a file destroy itself after its first download.
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Visibility: each download logs the IP address, country, device, operating system and browser.
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Control: switch between list and grid views, and filter files by status, sharing method and assigned person.
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Recipients: assign one file to several people at once.
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Recovery: deleted files go to trash and can be restored.
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Your brand: your logo, favicon, footer text, button text and banner image appear on the download page.
Fees
Fees, Costs and Petty Cash
Costs attach to the case that caused them.
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Expenses and fees: record the payment method, purpose, amount and notes, and upload the receipt.
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Approval: approve court and filing fees first, then mark them paid.
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Fee receipts: client fee receipts and retainers are tracked per case.
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Petty cash: add funds, watch the balance, and send requests and reimbursements, with receipts, through approval. Categories keep spending organized.
Dashboards
Dashboards, Reports and the AI Advisor
The case management dashboard shows case status and the success rate of each advocate, so partners see the firm's workload at a glance.
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Smart dashboards: live figures for revenue, sales and firm performance.
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Reports: reports covering revenue, expenses and day-to-day activity, exported to Excel or PDF.
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AI advisor: actionable AI recommendations for your law firm. You connect your own AI provider (OpenAI, Claude or Gemini) with an API key.
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Team tools: a notice board for firm announcements and an anonymous suggestion box for staff.
Problems
Match the Feature to the Problem
| The problem | The feature that fixes it |
|---|---|
| Inquiries get lost | Saved inquiries stay open until someone closes them. |
| Hearing dates slip | Each completed hearing updates the case's next hearing date. |
| Clients forget papers | Every service lists the documents to bring. |
| Contracts start from scratch | A template becomes an active contract with one click. |
| Evidence travels by email | A protected link adds a password and a download log. |
| Costs go unrecorded | Expenses, fees and receipts sit on the case. |
| Partners lack the overview | The dashboard shows case status and each advocate's success rate. |
| Know-how lives in heads | Knowledge books hold guides, precedents and policies. |
For what these fixes add up to, see the benefits of legal case management software.
Live Demo
See Every Feature in the Live Demo
In the live demo all legal modules are already on, so you can open any feature above and try this legal matter management software on sample cases.
One payment of $219 covers all 16 modules, the full source code and free future updates.
- One Payment.
- Lifetime Access.
- Everything Included.
Faq's
Frequently Asked Questions About Legal Matter Management Software
It keeps everything about a client matter in one record: parties, court, hearings, documents, contracts and costs. A firm sees where every matter stands without searching files or email.
Not always: a case usually goes to court, while a matter is any client engagement, including advice and contracts. WorkDo tracks both, with cases for courts and hearings and consultations for applications.
You record each inquiry with contact details and the service wanted, and it stays open until it is closed. A booking link with your own questions lets clients request a consultation themselves.
Yes. Each hearing links to its case with date, time, judge, courtroom and type, and when you mark a hearing complete the case's next hearing date updates itself.
It runs routine steps: next hearing dates update, templates become contracts with one click, approvals route fees and expenses, and WhatsApp alerts go out. A custom workflow builder is not part of the feature list.
Yes, for the events you enable, such as updates and new assignments. You need your own credentials from Meta’s WhatsApp Business platform.