CaseManager

CaseManager is a practice management software designed to streamline and organize the daily operations of lawyers, therapists, and consultants. This user-friendly solution caters to solo practitioners and small group practices, offering essential features tailored to the specific needs of these professions. Lawyers, therapists from various disciplines, and consultants across industries can benefit from CaseManager's tools for calendaring, work-recording, billing, document retention, and note-taking.

Key Features

Affordable Case Management for Lawyers: According to the vendor, CaseManager is specifically designed for independent and small-firm attorneys, providing essential features without additional monthly expenses. It offers a user-friendly interface and includes tools for calendaring, work-recording, billing, document retention, and notes.

Affordable Practice Management for Consultants: The vendor claims that CaseManager helps consultants efficiently organize their business. Each project or client has a dedicated "home" area, allowing easy scheduling and rescheduling of meetings, work, and other events. Billing is simplified with just a couple of clicks.

Affordable Practice Management for Therapists: CaseManager is designed for solo and small-practice therapists, according to the vendor. It is compatible with Mac and Windows computers, as well as Apple and Android phones and tablets. It offers a simple way to schedule and reschedule client sessions and allows therapists to set default billing rates for clients while easily sending invoices.

Automatically Calculate Attorney/Client Settlements: According to the vendor, CaseManager automates the calculation of settlements for attorneys and clients, streamlining the process and eliminating the need for manual calculations. This feature aims to ensure accurate and efficient settlement calculations, saving valuable time and effort.

Automatically Email Client Invoices: The vendor claims that CaseManager allows users to automatically email client invoices, eliminating the need for manual sending. This feature aims to save time and effort, improving efficiency and enhancing client communication.

Take Notes by Hand: CaseManager allows users to take notes by hand, providing flexibility in note-taking methods. According to the vendor, this feature supports a personalized approach to note-taking, ensuring convenience and adaptability.

Sync Data with Dropbox: The vendor states that CaseManager seamlessly syncs data across all devices using Dropbox. This feature aims to ensure that practice management data is always up-to-date and accessible from anywhere, providing a secure and convenient way to keep devices in sync.

Calendaring: CaseManager includes a calendar feature for scheduling and managing appointments, meetings, and events. According to the vendor, this feature helps users stay organized and keep track of their schedule, providing a visual representation of upcoming events and tasks.

Work-Recording: CaseManager allows users to record and track their work activities, assisting in tracking billable hours and work progress. According to the vendor, it provides a comprehensive overview of work done for each client or project, ensuring efficient time management and accurate billing.

Billing: According to the vendor, CaseManager simplifies the billing process for attorneys, consultants, and therapists. Users can easily create and send invoices to clients, with options for different billing methods, including flat fee, contingent fee, and hourly fee. This feature aims to streamline the billing workflow, enhancing financial management for professionals.