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Tired of Juggling Cases? Try Cloud Case Management That Just Works

Table of Contents

Within the past few years, law firms have been shifting towards cloud-based solutions. This cloud-based shift has promised the legal industry an increase in productivity and the streamlining of workflows. 

Today, we will talk about Cloud Case Management software, the next popular approach in law firms these days after legal case management software.

Cloud Case management is the process of utilizing cloud-based software and platforms to manage and track cases. 

Here is today’s table of content:

  1. Cloud Taking Over The Legal Industry
  2. The Benefits of Shifting to Cloud in the Legal Industry
  3. Key Characteristics of Cloud Case Management 
  4. Case Management: What It Has To Offer?
  5. Why Firms Choose Cloud-based Case Management Software
  6. Best Cloud Case Management Software For You
  7. Ease Your Path: Choose To Outsource!
  8. Cost of Traditional versus Outsourcing Case Management

Cloud Taking Over The Legal Industry

FACT: the use of cloud solutions has increased and since 2021, 7% of traditional users have shifted to cloud-based.

Legal process outsourcing companies have been helping law firms by training their service providers on how to utilize cloud-based case management software and meet their clients unique needs. 

Innovators have depicted that in the upcoming year, cloud computing will become almost universal among all law firms. Those firms integrating cloud-based legal technology originate in the legal industry competition.

As traditions are being left behind, local area networks are preferring cloud case management solutions over case management systems. AND all of these shifts are because of their overbearing benefits. 

The Benefits of Shifting to Cloud in the Legal Industry

  1. Enhanced Security and Compliance

Privacy and security is the all time concern of clients! 

Modern technology and upgrading security standards have made cloud case management a more convenient and secure option than others. Similar to legal project management software, cloud case management is proving to be a success in the legal industry.

It has been proven that Cloud adoption can help lawyers prevent data breaches and keep them compliant with industry regulations. 

  1. Scalability and Flexibility

Law firms require the ability to scale! 

As a result, cloud case management is offering a highly scalable solution that adapts according to the firm’s needs. 

Moreover, cloud technology is providing the flexibility to adjust effortlessly as your law firm grows and changes with the legal industry trends.  

  1. Cost Savings on IT Infrastructure

When installing IT infrastructure the traditional way, law firms get bombarded with maintenance, hardware costs, and the need for an in-house team.

However, with cloud case management solutions, there is no such burden. On top of that, they offer a pay-as-you-go model where you only pay for the service you use or need. 

Shifting to cloud case management will reduce capital spending and various operational costs. Thus, making this strategy cost-effective and flexible. 

  1. Enhanced Accessibility and Collaboration

The best part about cloud-based solutions is that they give you the ability to access your client’s data from anywhere at any time. 

Cloud-based softwares is known to encourage seamless collaboration and promote teamwork between clients, service providers and external stakeholders. 

This streamines the overall workflow, strengthens communication and client-attorney relationships.

  1. Automated Updates and Maintenance

At a law firm, it is mandatory that their technologies are on-top of trends with the latest advancement. This way they can ensure that the client data is secure.  

With cloud case management, law firms will benefit from automatic updates and maintenance. This automation eliminates the need for manual intervention from in-house IT teams.

Saving firms A LOT of money. 

Case Management: What It Has To Offer?

SERVICESEXPLANATION
Caseload managementInstantly view all your firm’s active cases by litigation phase. For instance, “investigation” or “discovery”.This ensures you can keep moving and avoid bottlenecks. 
CalendarsNever miss a statute of limitations ever again.You will be able to manage all your deadlines, court schedules, and client appointments in one synced calendar. Making it accessible to your entire team. 
Effective Law Firm CommunicationKeep treatment updates flowing between your team, your clients, and their doctors.Making you always ready, prepared for negotiation or trial. 
Organized Medical Record ManagementSorting through thousands of medical documents and invoices at ease.With the Automation feature, you can organize treatment notes effectively and ensure your case is ready for trial.
Client CommunicationWith these softwares you can get in touch with clients directly from their case file, and have every conversation logged automatically.No more digging inboxes to find contact information.
Task Allocation and TrackingStay on top of every task by assigning, tracking and prioritizing firm-wide work.For instance, From requesting records to prepping deposition outlines.
Settlement CalculatorLog each offer, track negotiation history, and instantly see how much the client and your firm would recover for each type of injury
Client Intake ManagementCapture every potential lead and guide them smoothly from first contact to client onboarding with custom intake forms and automated workflows.
Receiving ReferralsGrow your network and your practice by securely receiving and collaborating on referrals from partner firms in real time. 
CollaborationEdit demand letters or discovery docs without your team in real time.No more version control issues or endless email threads. 
Document ManagementUpload, edit, and comment on all your legal files (Word, PDFs, photos, etc.) from wherever you are, all in one secure place.

Why Firms Choose Cloud-based Case Management Software

Modern day law firms need to act fast, be well-organized, and be easily accessible, especially when cases involve multiple parties, a lot of documentation, and close deadlines. 

This is how cloud case management solutions took the limelight. 

Compared to the local servers and the traditional, disorganized way of doing things, cloud case management software has brought everything from medical records to court deadlines and settlement offers into one secure place.

This gives access to the team at any time, from anywhere. No matter the case you are dealing with or how long a case management conference lasts, you’ll have access to all the firm’s data on your cloud system.

Role-based access, integrated communication capabilities, and automated workflow ensures that nothing slips through the cracks. 

Cloud case management software are known for their strong reporting, built-in security, and user-friendly collaborative features.

This approach doesn’t only keep your caseload in order but it also transforms how your firm operates. Allowing you to win cases more efficiently and with greater confidence. 

5 Best Cloud Case Management Software For Law Firms

  1. Filevine

Overview

A popular cloud-based case management tool established to streamline document handling, client communication, and task automation. Its centralized workspace makes managing documents, tasks and client interactions smoother.

Improving efficiency and productivity.

Features:

  • Document Management
  • Client Communication
  • Task and Deadline Management
  • AI-powered features
  • Billing and Time tracking

Rating: 4.5/5

Pricing:

  • FREE TRIAL.
  • Get a DEMO.

For more pricing details, Get in touch with them 

  1. Salesforce Service Cloud

Overview

Mainly a customer service platform, this tool focuses on streamlining case management, customer interactions, and improving overall customer experience.

From self-service portals to live chat, this tool was designed to provide support across multiple channels. 

Features

  • Case Management 
  • Knowledge Management
  • Contact Center
  • AI-powered features
  • Field Service 

Rating: 4.4/5

Pricing

  • FREE TRIAL

Ranging from $25.00 per user per month – $500 per user per month

  1. Pega Infinity

Overview

With case management functions, Pega Infinity is a core part of Pega Platform. It streamlines and automates complex business processes. It facilitates end-to-end visibility, automation, and work management. 

Features:

  • AI-driven Development
  • Low-Code Platform
  • Intelligent Automation
  • Decision Management
  • Case management

Rating: 4.5/5

Pricing:

Ranging from £15 to £99 per user per month

  1. Kissflow

Overview

A famous case management tool that streamlines business processes and automates workflow. This gives businesses the opportunity to build and manage applications with minimal coding. 

Features:

  • Workflow Management
  • Process Management
  • Low-code/No-code Platform
  • Case Management
  • Analytics

Rating: 4.2/5

Pricing: Starts at $1,500/month

  1. Casebook PBC

Overview

This case management tool is designed to help government agencies, non-profits, and community service providers manage cases, track outcomes, and improve overall program effectiveness. 

This tool centralizes data, streamlines communication, and facilitates faster reporting to reduce operational costs and promotes teamwork.

Features

  • Data Centralization
  • Comprehensive Case Management 
  • Configurable and Easy-to-use

Rating: 4.3/5

Pricing: Starting at $29.00 per month

Cost of Traditional versus Outsourcing Case Management

Besides the individual software costing, the question lies: How much difference will there be between traditional versus outsourcing case management costing?

After doing some research, we have found some statistics on in-house versus outsourced services. The table below sums it up.

Cost CategoryIn-HouseOutsource Cloud Case Management
Software LicenseOver $5,000 (one-time)$50 – $300 per user per Month (subscription)
Servers & Hardware$10,000 – $50,000+$0 (included in cloud)
IT Setup & Deployment$5,000 – $25,000$0- $5,000 (depends on provider/setup)
Total Upfront Cost$20,000 – $175,000+$0 – $5,000

So, we clearly see the difference in costing between the two types of cloud case management.

Law firms are doing market research on their clients’ demands and they want fast, secure and cost-effective services without jeopardizing the quality of output.

AND Outsourcing is doing just that.

For an in-depth guide on LPO companies, check out our blog on “Top 10 Legal Process Outsourcing Companies in 2024”. 

Ease Your Path: Choose To Outsource!

Truth be told, legal process outsourcing is soaring the skies as we speak.

You no longer need to separately invest in Case Management and Development Services. Businesses and law firms have been making use of free legal case management software for lawyers to understand the system as a whole. 

Law firms have been outsourcing their services because the best part of LPO companies is that you pay for the service you use.

Law firms are choosing to outsource cloud-based case management solutions because of the benefits of outsourcing legal services:

  • Cost Efficiency
  • Scalability
  • Expertise On-Demand
  • Faster Deployment
  • Focus on Core Activities and more

Morevoer, the global legal technology market is projected to grow from $30.33 billion in 2024 to $33.25 billion in 2025, marking a 9.6% CAGR

Cloud-based legal practice is also experiencing rapid growth, with the market expected to grow from $2.37 billion in 2024 to $2.7 billion in 2025, reflecting a 14.2% CAGR

Outsourcing cloud case management is a smart strategic move for law firms. Aiming to stay competitive, agile, and cost-efficient in today’s tech driven legal environment.

Not only will firms get access to advanced technology but also have access to experts from all over the world. 

Outsourcing is no more an option, it’s a necessity!

Parting Thoughts

Now we understand cloud case management, its benefits and why the legal industry is leaning towards integrating these tools in their firms. 

Its ability to streamline workflow, centralizing workspace and exceptional contribution to workflow has all law firms succeeding.

We have also discussed why outsourcing this service is way better than implementing it the traditional way. 

We have provided the list of the best for case management software , most offer free trials. So, don’t lose this opportunity to understand cloud case management. Moreover, once you are familiar with the strategy, you can hire a legal process outsourcing company for this service.

So, enough thinking, it’s time to get into action!

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