Case Management Software for Lawyers

Unlike most types of law firm management software, Case Pacer’s core interface focuses on the heart of any legal practice—its cases and clients.

From the moment you log into Case Pacer, you’ll be provided with alerts and ticklers—unique, task-based reminders—about individual cases and the tasks that need to be completed. Cases can be managed within the case interface or client interface, giving you the freedom to find the specific information you need when you need it.

Since Case Pacer is entirely browser-based and app-based, you can access vital case information on any computer, tablet, or smartphone.

Search options let you locate details quickly based on case number, client/plaintiff name, case type, phase, opening date, accident/incident date, statute of limitations date, attorney name, or paralegal name.

Once a case is brought up in Case Pacer, you can access a chronological activity log listing all requests, ticklers, filed documents, events, appointments, and changes made to the case.

Case Pacer helps your practice simplify case management by letting you do the following:

  • Take a case from origination to completion as the software automatically and seamlessly forwards cases through the necessary phases, setting up ticklers and reminders to ensure your firm’s attorneys and paralegals file and send off the necessary documents at the right time.
  • Automatically create all the documentation and court forms necessary to smoothly work through each phase.
  • Create a customized, automated workflow that meets the exact needs of your specific case.
  • View and edit case data including client/plaintiff data, defendant data, demand/negotiation data, litigation phase data (including discovery phase data) if required, and settlement data.
  • Store, retrieve, and organize case documents.
  • Create and track requests, calendar appointments [calendaring], and ticklers.
  • Track the expenses of a case, automatically generate invoices, and integrate financial information into programs like QuickBooks, Sage 50, and Peachtree.
  • View, add, and edit contacts and witnesses specific to the case.
  • Generate a wide variety of reports.

Case Pacer is organized by default for plaintiff attorneys and practices, but is fully customizable, letting you edit information fields, document templates, and workflow to take advantage of the software’s automated workflow system seamlessly.