CourtAlert Case Management

CourtAlert Case Management is a software solution designed specifically for large and mid-sized law firms with heavy caseloads and a unique workflow. According to the vendor, this comprehensive case management system is highly customizable, allowing firms to tailor it to their specific needs. It caters to a wide range of legal professionals, including attorneys, paralegals, and legal administrators, and is widely used in the legal industry.

Key Features

Docketing: According to the vendor, the software allows users to quickly and accurately docket and calendar incoming filings and updates using CourtAlert's patented technology, Reconciliation. Dockets are put into the "Reconciliation" inbox for review before entering deadlines. Integration with iManage or NetDocuments enables seamless document management.

Calendaring: Users can enter dates manually, calculate them using automatic rules, or adjourn existing dates. Integration with CalendarRules provides real-time API calculation of deadlines. Dates entered are automatically pushed out to the attorney calendar and made available on the Inquiry Module.

Case Details: The software allows users to capture all relevant case details, including forum, venue index, judges, parties, representation, teams, and additional information. Users can assign the same matter to multiple cases and keep track of MDLs, appeals, transfers, and removals. The system also enables recording of every party's representation, expert witnesses, and former judges.

Elegant, Accurate, and Efficient: According to the vendor, the software streamlines the docketing workflow for accurate docketing with managerial reviews, ensuring effective communication with attorneys. Users can access PDF and rules citation with the docket and deadlines. The system is designed to handle heavy caseloads in large firms with multiple practice areas. Users can also access PDF images of documents on the firm's server, reducing PACER and File-and-Serve costs.

Attorney Inquiry & Notifications: The software offers a web-based inquiry module for easy access to cases, documents, and calendars. Users can view case snapshots to quickly review case documents, calendars, and PDFs. Advanced search capabilities allow for case and full-text PDF search. Integration with Outlook calendar enables automatic notifications and reminders.

Deadline Notifications: Users can receive multiple deadline notification alternatives, including tickler and firmwide calendars, email reminders, and Outlook integration. Automatic attorney ticklers are sent via email with optimized deadlines for phone display and a PDF attachment. Firmwide, office-wide, or practice-group wide calendars can be published to everyone or managing partners. Save and Notify email is sent to the case team or case manager with documents and deadlines as soon as they are entered.

Knowledge Management: The software offers an interactive inquiry module for easy access to case information and reporting tools. Users can search for cases using various parameters, including case classifications and specific words in the docket entry or PDF text. The system enables users to explore firm experience by court, judge, office, partner, classification, and more. It also allows users to tag documents as good work product, samples, and precedent for easy browsing.

CourtAlert Cloud Solution: According to the vendor, the software provides a secure and highly performant cloud solution for CourtAlert Case Management. Users do not need to maintain and upgrade hardware, as the software is automatically kept up to date. The cloud solution has the same license cost as the on-premise software, with a small hosting fee for the cloud platform. It is built using Microsoft Azure SAAS services and is compliant with federal and other standards.

Enterprise Integration: The software offers integration with Human Resources systems or Active Directory to keep staff names, emails, and titles up to date. Deadlines can be automatically pushed into Outlook using EWS, with support for Office 365, on-prem Exchange 2010+, and mixed environments. Seamless integration with iManage and NetDocuments allows for automatic document profiling and management. Integration with Intapp Walls enables inclusionary and exclusionary walls, as well as conflict checks. Integration with Matter Intake automatically creates cases for new litigation matters and keeps client and matter numbers updated.