Categories   >   Social Work Case Management Software
Last Reviewed: November 19th, 2024

Best Social Work Case Management Software Of 2024

What is Social Work Case Management Software?

Social Work Case Management Software is a digital tool aimed at enhancing social worker ability to manage, organize, and access case information. It addresses issues such as disjointed information, inefficient workflows, and time-consuming administrative tasks. The software's importance lies in its ability to amplify efficiency, foster better client relationships, and allow for more accurate reporting. Key functionalities often include case tracking, scheduling, note taking, and reporting tools. We see emerging features like artificial intelligence aiding in predictive analytics and smart task management. Users primarily include social workers, case managers, and counselors in healthcare, education, and non-profit industries. Some limitations can include cost, required user training, and potential difficulties with data migration. In summary, Social Work Case Management Software offers a critical solution for streamlining operations, improving client communication, and reducing administrative burden, providing a crucial pillar of support in the challenging world of social work.

What Are The Key Benefits of Social Work Case Management Software?

  • Improves operational efficiency
  • Enhances client relationships
  • Ensures accurate reporting
  • Simplifies case tracking
  • Streamlines scheduling tasks
  • Facilitates easy note taking
  • Centralizes case information
  • Automates routine tasks
  • Enables smart task management
  • Supports accurate decision making
Read more

Overall

Based on the latest available data collected by SelectHub for 103 solutions, we determined the following solutions are the best Social Work Case Management Software overall:

MyCase
MyCase
Start Price
$39
Per User, Monthly
Company Size
Small Medium Large
Deployment
Cloud On-Premise
Platform
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Why We Picked MyCase

MyCase has attracted a loyal following within the legal community, with many users praising its intuitive interface and comprehensive features. The platform's ease of use is a recurring theme in reviews, making it accessible even for those with limited technical expertise. Users appreciate the ability to efficiently manage cases, track time, and communicate with clients all within a single platform. MyCase's billing and invoicing tools also receive positive feedback, streamlining the often cumbersome process of generating invoices and collecting payments. Compared to competitors like Clio and PracticePanther, MyCase is often lauded for its affordability and user-friendly design, making it a popular choice for solo practitioners and small law firms. However, some users note that MyCase's reporting capabilities may not be as robust as those offered by some competitors, and integrations with third-party applications could be more extensive. Despite these limitations, MyCase's core functionality, affordability, and ease of use make it a compelling option for legal professionals seeking a reliable and efficient practice management solution.

Pros & Cons

  • Client Communication: MyCase offers a secure client portal that facilitates easy document sharing, messaging, and appointment scheduling, streamlining communication and collaboration.
  • Case Management: The platform provides tools for organizing case files, tracking deadlines, and managing tasks, ensuring that legal professionals stay on top of their workload.
  • Billing and Invoicing: MyCase simplifies the billing process with features like time tracking, expense recording, and online payment processing, making it easier for lawyers to get paid promptly.
  • Mobile App: The MyCase mobile app allows attorneys to access case information, communicate with clients, and manage tasks on the go, providing flexibility and convenience.
  • Limited Customization: MyCase offers limited options for tailoring workflows or interfaces to specific firm needs, which can be frustrating for users with unique processes.
  • Billing Challenges: Some users report difficulties with generating invoices, particularly batch billing, leading to inefficiencies and potential errors in client billing.
  • Mobile App Functionality: The mobile app's features and functionality lag behind the desktop version, limiting its usefulness for lawyers on the go.
  • Integrations: MyCase's integrations with other software can be limited, requiring workarounds or manual data entry to connect with essential tools.

Key Features

  • Case Management: Consolidate case-related documents into one location, track ongoing cases and manage obligations through the legal calendar. Leverage automated workflows to carry out repetitive tasks and standard procedures. 
    • Documentation: Store an unlimited number of documents in customizable folders. Pre-fill document templates with case information. Encourage collaboration on documents across multiple teams, track version history and access legal documents globally from any mobile device. Upload, download and print documents in bulk. 
    • Legal Calendar: Create calendar entries and link them to associated cases. Share important events with clients and team members. Color code entries and sort by status or cases. Access a personal calendar and a centralized calendar for firm-wide updates on meetings, deadlines and appointments. Automatically get notifications on important events, touchpoints and Statute of Limitation deadlines. 
    • Status Reports: Get real-time insights into case history, progress and status via the dashboard. Track the firm’s productivity with built-in reports. Supported reporting metrics include cases by stage, average duration spent in each case and cases closed over time. 
    • Automated Workflows: Implement code-free automation to prepare workflows for standard processes. Automatically set case milestones, assign tasks and create forms. Get alerts for important dates, trial hearings and deadlines. 
  • Integrations: Integrate with Microsoft Outlook for real-time document synchronization, collaborative editing, offline editing and browser-based editing. Other integrations include Google Calendar, Outlook Calendar, QuickBook and Mailchimp. 
  • Security: Encrypt case files and messages with 128-bit SSL encryption while in transit and with 256-bit AES encryption at rest. Regularly back up the firm’s data. Validate data integrity after every update and eliminate redundancies. Physical access to servers is controlled via security escorts and two-factor authentication. 
  • Electronic Signatures: Send encrypted documents to clients for their signatures. Supports multiple signers and countersigners and complies with the ESIGN act. Use the eSignature dashboard to track pending signatures. 
  • Billing: Manage the entire billing cycle from invoicing and time tracking to payments and accounting. 
    • Legal Invoicing: Create legal invoices directly from time entries. Generate UTBMS codes for billable tasks and implement LEDES billing. Prepare invoices in bulk and share them with clients via the client portal, emails or traditional paper. Sort invoices by payment status and get automated notifications for overdue and outstanding payments. Automatically notify clients regarding outstanding invoices. 
    • Revenue Reporting: Run built-in reports on aging invoices and accounts receivable. Run reports on the firm’s financial health. Compare the amount billed to revenue collected to prepare a case revenue report. Measure performance against business goals and take corrective action if necessary.  
    • Time Tracking: Track billable hours with multiple timers or add entries after completing the task. The Smart Time Finder tool identifies billable actions without time entries. Leverage billable and non-billable expense tracking and embedded activity timers to maximize billing proficiency. Track time on the go from mobile devices and automatically link entries to associated cases. 
  • Payments: Offer clients multiple secure payment options, including in-person, over the phone, and online via credit card (Visa, Mastercard, Discover, AMEX) or eCheck (ACH). Process eChecks for free and automatically update invoice status and trust accounts for payment reconciliation. Set up tailored payment plans and automated monthly reminders for clients. 
    • Accounting: Seamlessly manage multiple trust and operating accounts. Deduct credit card fees only from operating accounts, maintain detailed logs of every transaction and organize payment history by date range or case.  
  • Lead Management: Use the Lead Status Board extension to manage the entire lead lifecycle from prospect to client. Break down lead acquisition into multiple stages and assign staff tasks for every step. The analytics dashboard gives complete visibility into successful referrals, touchpoint history and conversion rate. Process leads faster with customizable intake forms and eSignature support. 
  • Client Experience: Provide clients with a secure, two-way channel for sharing messages, documents and events via the client portal. Automatically record all correspondence for future reference. Directly share invoice links for simple, secure and direct online payment. 
  • Website: Design a custom, mobile-friendly website with preconfigured search engine optimization, Google Analytics integration and 99% uptime. Upload a custom business logo. Embed client intake forms and client portal connections directly into the website. 
Clio
Clio
Start Price
$40
Per User, Monthly
Company Size
Small Medium Large
Deployment
Cloud On-Premise
Platform
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Why We Picked Clio

Clio offers practice management capabilities, along with data and task management modules. According to reviews, its primary functions like time tracking, billing and matter management meet modern legal requirements. It’s scalable, secure and easy to use, with a responsive support team to back it up.
However, reviewers noted that integrations are buggy and loading time is slow. While the features make it worthwhile, many users feel that the cost could be lower. Overall, Clio is an excellent package if you don’t mind paying a bit more and dealing with extended load times.

Pros & Cons

  • Ease of Use: All the users who reviewed this aspect found the UI intuitive and easy to pick up.
  • Functionality: According to 73% of users reviewing capabilities, basic functions such as time tracking, accounting and document management perform satisfactorily.
  • Service and Support: 83% of users who mentioned this element said they’re satisfied with the customer support and response rates.
  • Task Management: Regarding this feature, 71% of users said the softwaremade task management easier.
  • Integrations: Integration options are limited and plagued with bugs, according to 60% of users mentioning this aspect.
  • Speed and Performance: According to 100% of users who reviewed this element, loading speed is slow, negatively affecting performance.
  • Reporting: 56% of users who reviewed this feature found that reports lack customizability.
  • Training: 80% of users found the training resources to be insufficient.
  • Cost: According to 80% of users who reviewed this aspect, the software cost is higher than its competitors.

Key Features

  • Client Management: Increase operational efficiency by automating standard firm procedures throughout the client lifecycle. Improve the customer experience by encouraging client collaborations in case operations. 
    • Client Intake Management: Automate logging and synchronization of client intake data, case management tasks and calendar information under one scheduling environment. Track potential client information and open new matters seamlessly with Quick Intake. 
    • Client Tracking: Never miss a single task or appointment with checklists, automated reminders and cross-platform sharing of client information and documentation. Follow up on potential clients and collect matter details with 24/7 secure access to cases, scheduling, contacts through Online Intake Forms and the Matter Pipeline. 
    • Client Services: Increase client engagement with automated follow-up emails and reminders. Offer flexible payment options including online credit cards. 
  • Security: Secure your data from potential external and internal vulnerabilities with a dedicated cybersecurity portal. Enforce administrative, physical and technical controls like 2FA, criminal background checks, security training and more to protect against future liabilities. 
    • Compliance: Ensure GDPR compliance both as a data controller and processor. Get payments processed 39% faster with credit cards while operating in compliance with PCI guidelines. 
    • Data Encryption: Store and transmit data securely with HTTPS and TLS-based in-transit and at-rest encryption. The secure web interface is verified by DigiCert. 
    • Control Implementation: Control access to sensitive information with role-based permissions, login safeguards and session/activity tracking via IP information. Increase safety standards with strong passwords, regular password resets and two-factor authentication via the mobile app. 
  • Firm Insights: Thoroughly understand the firm’s strengths and weaknesses with in-depth reporting on the most valuable referral sources, clients, and matter types. Compare actual matter totals to estimated ones and track billed, unbilled and collected amounts. 
  • Case Management: Track and manage case-related documents, bills, time and client contact information from anywhere. Integrate pre-existing case information from over 200 applications including Dropbox, Outlook and Google Workspace. 
  • Document Management: Remotely store and access an unlimited number of legal documents, images, audio and video files. Backup documents automatically, filter and sort using customized categories, search using keywords and send documents for signature through the e-Signature portal. 
  • Billing Management: Create, approve and send bills electronically and process interest for late payments with the Clio Connect portal. Offer automated, flexible and faster payment plans with integrated credit card processing via the Clio Payments extension. 
  • Contact Management: Track the firm’s clients and contacts with quick overviews of their connected matters, documents, transactions and bills. Trace their interactions with the firm, identify conflict of interests, if any, and log case-specific information in custom data fields. 
  • Accounting: Create trust and operating accounts and produce invoices in compliance with legal industry regulations. Use the client ledger portal to monitor all accounts and transactions associated with a client and perform 3-way reconciliations either manually or with the help of third-party extensions. 
  • Calendar Management: Stay on top of deadlines and important dates by synchronizing calendars with cases. Create custom entries to log more billable hours, share important events and dates with clients and keep track of firm-wide events, meetings and appointments. 
  • Task Management: Keep track of pending tasks on legal cases, assign tasks to other members and set as many customized task categories as required using the Advanced Tasks portal. Get notifications about overdue tasks, organized by due date, in the main dashboard. 
  • Time and Expense Tracking: Keep a record of time spent working by seamlessly adding entries from calendar events, tasks, communication logs, notes, documents, Outlook and Gmail. Track time and expenses in real time even when on the go using the mobile application. 
  • Performance Management: Get detailed reports on the utilization of the firm’s time with insights on how to streamline workflows and reallocate resources for better productivity. Identify unbilled hours and write-offs to prevent further incidents. 
  • Legal Client App: Clients can use the mobile app to receive push notifications, status updates and case details, contact their lawyer and scan and upload documents. Case lawyers provide sign up links via email for secure login with Face ID or Touch ID verification. 
Quickbase
Quickbase
Start Price
$35
Per User, Monthly
Company Size
Small Medium Large
Deployment
Cloud On-Premise
Platform
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Why We Picked Quickbase

Quickbase is a user-friendly platform suited to help businesses optimize project management with custom applications, workflow automation and data-driven insights. Its no-code structure and intuitive interfaces to develop applications and reports quickly, even with minimal coding experience, are often mentioned by users.

Users can centralize data from multiple sources and access advanced data insights on key project metrics to improve decision-making, save time and optimize resource allocation. Extensive customization options are another reviewer favorite, enabling users to build solutions tailored to their specific needs.

Integration with third-party applications adds to Quickbase's appeal by enhancing productivity and streamlining operations. Additionally, reviewers consistently highlight the abundance of training resources and documentation available, including guides, video courses and a supportive user community.

Despite high customization and ease-of-use, reviewers note a learning curve to optimize adoption and performance. Quickbase’s “reads”-based cost structures are also a barrier for smaller businesses with limited budgets.

Overall, Quickbase is an excellent option for businesses who require extensive customization to optimize their project management, offering ease-of-use with data accessibility and custom apps for task management.

Pros & Cons

  • Ease of Use: Use a no- or low-code structure to easily input and access data. Speed up application development and report creation with easy navigation and intuitive interfaces.
  • Workflow Automation: Streamline processes and task management using workflow emails, notifications and live data views through charts and graphs.
  • Customization: Build customized applications for unique business processes using AI, pre-built templates and no code software. Access custom portals for teams and clients, define personalized user roles and permissions and utilize dynamic dashboards.
  • Data Accessibility and Data Analysis: Eliminate date silos by consolidating information from multiple sources into a centralized view. Generate custom reports to visualize data intuitively, track key metrics, and identify trends and patterns.
  • Integration: Enhance productivity and streamline operations by integrating with third-party applications and using API access to build custom extensions.
  • Training Resources and Documentation: Access training resources and documentation in the form of guides, video courses, certifications, online help and a strong user community to help users learn the intricacies of the solution.
  • Learning Curve: New users may face a steep learning curve and adoption can be challenging for those unfamiliar with programming principles.
  • Cost: The pricing can be a barrier for some organizations, especially smaller ones or those with limited budgets.

Key Features

  • No-Code Builder: Create custom project management applications with minimal coding experience. Use AI, drag-and-drop tools and pre-built templates to design custom applications for your team's needs and workflows.
  • Integrations: Use pre-built integration channels to unify existing business systems, data sources and workflows with third-party tools. Eliminate manual data entry and ensure all project information is centralized and up-to-date using APIs to develop custom extensions.
  • Automated Workflows: Use automation features to streamline repetitive tasks and processes within your projects. Set up automated triggers and actions based on specific events, such as sending notifications when a task is completed or automatically generating reports when deadlines approach.
  • Dashboards: Use interactive dashboards to gain a real-time, centralized view of all your projects. View key project metrics, resource allocation, task statuses and overall progress to identify potential issues early on and make informed decisions to keep projects on track. Filter, group, modify and search dashboards to improve project analysis. Design highly personalized, role-based dashboards with simple drag-and-drop functionality.
  • Mobile Apps: Build and access mobile-ready applications, monitor projects securely and remotely, and view mobile dashboards.
  • Customizable Reporting: Create custom reports and dynamic dashboards tailored to your specific needs. Analyze project performance, identify trends and make data-driven decisions by intuitively visualizing project data using charts, graphs and tables.
  • Role-Based Security: Improve data security and access control with role-based permission to ensure only authorized personnel can view or modify sensitive project information. Define user roles and assign specific access levels to different team members based on their needs.
Needles
Needles
Start Price
$85
Quote-based
Company Size
Small Medium Large
Deployment
Cloud On-Premise
Platform
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Why We Picked Needles

Needles provides all the functions expected of a modern legal practice management solution, including matter and document management, mobile time tracking, reporting and task supervision. It offers an efficient task management module, but it’s important to note that some users experienced difficulty editing entries in the legal calendar.
According to reviews, the platform is difficult to learn, but the product training and support team are helpful in getting past the initial hurdle. Finally, the intuitive UI and exhaustive features make it a capable contender, but only for companies with a budget to justify the extra cost.

Pros & Cons

  • Functionality: Its time-tracking, billing and accounting functionalities meet the modern-day requirements of the legal industry, according to 65% of users mentioning this element.
  • Ease of Use: According to 69% of users who reviewed this aspect, the platform is intuitive and easy to use.
  • Reporting: 67% of users who reviewed this feature said that it provides plenty of customizable options.
  • Task Management: Regarding this feature, 75% of users found it helpful to track tasks and meet deadlines.
  • Training: 75% of users who reviewed this element said they’re satisfied with the knowledge base and training resources.
  • Integrations: It provides limited integration options, according to 60% of users mentioning this aspect.
  • Speed and Performance: According to 100% of reviews about this feature, the platform’s performance sometimes suffers under heavy workloads.
  • Cost: All the users who mentioned this element said it’s more expensive than its competitors.

Key Features

  • Task Management: Stay on top of pending tasks, deadlines and important events with fully configurable workflows, synchronized Outlook calendars and automated daily checklists. Receive and broadcast important updates with firm-wide scheduling and communication portals. 
  • Document Management: Encourage employees to collaborate on and share documents, globally in real time. Identify documents using keywords, prepare files for e-Signatures and choose customizable rich templates from industry-specific case libraries. 
  • Firm Insights: Leverage real-time reporting and analytics on business health. Use the configurable dashboard to create custom reports, data and metrics, monitor business processes and identify valuable assets. 
  • Data Management and Security: Secure your data with centralized data storage that eliminates redundancies and automatically backs up all documentation. Organize and store files with the PDF Template Wizard and import data in bulk via CSV files. 
  • Time and Expense Tracking: Track time effortlessly with the help of the Outlook add-in for any device, including mobile devices. Log expenses in real time, eliminate errors and omissions and automate internal audit logs. 
  • Client Management: Improve customer satisfaction via the self-service portal with over 99% uptime. Address client inquiries, process reimbursements and payments and update case details seamlessly. 
  • API: Implement low-code integration of third-party extensions or create new integrations entirely using the API-based architecture. Directly integrate with Microsoft Office 365, OneDrive, QuickBooks, DocuSign and Lexitas. 
  • Security: Secure data, documentation and digital access with Microsoft Azure. Get 24/7 security from cyber attacks and ensure business continuity with biometrically-secured physical data centers, remote-hosted servers and advanced data encryption. 
SmartVault
SmartVault
Start Price
$25
Per User, Monthly
Company Size
Small Medium Large
Deployment
Cloud On-Premise
Platform
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Why We Picked SmartVault

Is SmartVault truly a smart vault for your documents, or does it miss the mark? User reviews from the past year paint a mixed picture of this document management software. While many appreciate its ease of use and robust security features, some have expressed concerns about customer service, pricing, and occasional glitches.

SmartVault shines in its user-friendliness and security. Users highlight the intuitive interface, making it simple to upload, organize, and share files. The integration with popular tools like Outlook streamlines workflows, allowing users to easily share documents via email. The robust security features provide peace of mind, especially for businesses handling sensitive client information. One user praised SmartVault's ability to securely store and share tax documents with clients, eliminating the need for physical storage and enhancing data protection.

However, SmartVault's customer service has been a recurring complaint. Users have reported slow response times, unhelpful representatives, and unfulfilled promises of call-backs. Technical issues, while not widespread, have also been reported, with some users experiencing glitches and syncing problems. These issues, coupled with concerns about price increases, have led some users to explore alternative solutions. For instance, one user, frustrated with ongoing technical issues and unhelpful customer service, ultimately decided to switch to a competitor after experiencing significant disruptions to their workflow.

Overall, SmartVault is a good choice for businesses seeking a user-friendly and secure document management solution, particularly those already familiar with cloud-based software. However, those requiring responsive customer support or seeking advanced features might find SmartVault lacking. Thoroughly evaluating your specific needs and priorities is crucial before committing to SmartVault.

Pros & Cons

  • Easy to Use: SmartVault is known for its user-friendly interface, allowing users to easily add client folders, share subfolders, and locate documents using filters.
  • Robust Integrations: The software integrates seamlessly with popular business applications like QuickBooks and Microsoft Outlook, streamlining workflows.
  • Strong Security: SmartVault prioritizes document security with features like AES-256 encryption, giving users peace of mind when handling sensitive information.
  • Client Collaboration: The platform facilitates easy and secure file sharing with clients through its branded client portal.
  • Customer Service: Users have reported experiencing difficulties with SmartVault's customer service.
  • Pricing: Some users have expressed concerns about the pricing structure of SmartVault.
  • Occasional Glitches: Users have occasionally encountered technical issues or glitches while using the software.

Key Features

  • Secure Document Storage: SmartVault provides a cloud-based storage solution with bank-level encryption, ensuring your documents are safe from unauthorized access.
  • Integrated Workflow: Seamlessly integrates with popular software like QuickBooks and Xero, allowing for streamlined document management within your existing workflows.
  • Customizable Permissions: Offers granular control over who can view, edit, or share documents, enabling tailored access for different team members or clients.
  • Version Control: Automatically tracks changes and maintains a history of document versions, so you can easily revert to previous iterations if needed.
  • Client Portal: Provides a secure, branded portal for clients to upload and download documents, enhancing client communication and collaboration.
  • Mobile Access: Access your documents on-the-go with SmartVault's mobile app, available for both iOS and Android devices.
  • Document Scanning: Includes a built-in scanning feature that allows you to digitize paper documents directly into your SmartVault account.
  • Audit Trails: Keeps detailed logs of all document interactions, providing transparency and accountability for compliance and auditing purposes.
  • Template Management: Create and manage document templates to standardize forms and processes across your organization.
  • Advanced Search Functionality: Quickly locate documents using robust search tools that filter by metadata, tags, or content.
  • Email Integration: Directly save email attachments to SmartVault, reducing the need for manual uploads and ensuring important documents are stored securely.
  • Automated Workflows: Set up automated processes for document approval and routing, increasing efficiency and reducing manual intervention.
  • Compliance Support: Features designed to help meet industry-specific compliance requirements, such as HIPAA for healthcare or FINRA for financial services.
  • Custom Branding: Personalize the SmartVault interface with your company’s logo and colors to maintain brand consistency.
  • Collaboration Tools: Facilitate teamwork with features like shared folders and real-time document editing.
  • Notifications and Alerts: Stay informed with customizable alerts for document uploads, changes, or access requests.
  • Multi-Factor Authentication: Enhance security with an additional layer of protection beyond just passwords.
  • API Access: Offers API capabilities for developers to create custom integrations and extend SmartVault’s functionality.
  • Data Backup and Recovery: Regularly backs up your data and provides recovery options to protect against data loss.
  • Scalable Storage Options: Accommodates growing storage needs with flexible plans that can scale with your business.
Practical Law
Practical Law
Start Price
$150
Company Size
Small Medium Large
Deployment
Cloud On-Premise
Platform
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Key Features

  • Activity Dashboard
  • Billing & Invoicing
  • Calendar Management
  • Client Portal
  • Conflict Management
  • Contract/License Management
  • CRM
  • Customizable Forms
  • Customizable Templates
  • Document Management
  • Email Management
  • Forms Management
  • Legal Case Management
  • Task Management
  • Time Tracking
  • Trust Accounting
Filevine
Filevine
Start Price
$87
Per User, Monthly
Company Size
Small Medium Large
Deployment
Cloud On-Premise
Platform
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Request Pricing Request Demo

Why We Picked Filevine

Filevine is a versatile legal practice management solution that helps streamline various operations, from client management and document organization to time tracking, invoicing, and payment processing. Its integrated payment processor facilitates client payments through credit cards or ACH, providing a convenient option for law firms.

One of Filevine's standout features is its robust reporting capabilities, enhanced by built-in AI. Law firms can generate detailed reports to track revenue, performance, lead conversion, hiring, caseloads and staff performance. AI-powered analytics provide valuable insights into team dynamics, caseload trends and overall firm health. By identifying top performers and areas for improvement, firms can optimize their operations and enhance efficiency.

Filevine's AI also offers generative capabilities. The platform can summarize client applications and interactions, analyze lead sources to inform marketing strategies, and even generate demand letters and scan documents for insights. Additionally, it can automate immigration application processes and assist in document creation by generating summaries, charts and descriptions based on user prompts.

While Filevine is a powerful tool for many law firms, it has some limitations that may not suit all needs. For example, it currently lacks a dedicated section for subrogation liens in the draft closing tab. Its sorting and filtering options for reminders could be improved. Additionally, the restriction of assigning only one cost/trust account per organization may not align with regulatory requirements for larger firms.

Overall, Filevine is a valuable tool for solo practitioners and mid-sized law firms seeking to streamline their operations and leverage AI-powered insights. However, larger enterprises with more complex needs may find limitations that require careful consideration.

Pros & Cons

  • Customization: Filevine is highly customizable to suit various legal practices and case types.
  • Ease of Use: Most reviewers highlighted the platform’s user-friendly interface, making it easy to navigate.
  • Comprehensive Reporting Features: Its robust reporting tools help firms track data, performance and client conversion effectively.
  • Streamlined Client Communication: Features like two-way text messaging, document sharing and email linking simplify client communication while maintaining accountability.
  • Support for Remote Work: Many users praised its accessibility, allowing legal work from anywhere with an internet connection.
  • Easy Integrations: Filevine integrates well with other legal platforms, enhancing its versatility.
  • Customer Support Issues: Several users complained about poor customer service, long response times and challenges during onboarding and implementation.
  • Complex Setup: The initial setup and implementation process can be lengthy, requiring significant internal resources.
  • Glitches and Bugs: Some users experienced software glitches and technical issues, leading to workflow delays.
  • Documentation and Training: Reviewers expressed concerns about the lack of sufficient documentation and the need for more training.

Key Features

  • Case Management: Centrally access all case-related information, documents, notes, tasks and correspondence. Automate standardized procedures, tasks, reminders and deadlines. Use the activity feed to track tasks in real time, communicate with clients and pull up contextual information. Set up roles and permissions to control access and assign responsibilities. 
  • Lead Capture: Create client intake forms tailored to the firm’s needs. Automate follow-up tasks and communications required to convert potential clients. Use the dashboard to display tasks and track lead volume over time, lead sources, revenue by source and conversion rate. 
  • Integrations: Connect with Lead Docket to streamline lead referrals and access its vast library of integrations. Add over 2,000 applications through its API-based architecture. Seamlessly integrate with QuickBooks to synchronize legacy accounts. Other integrations include Google Calendar, Zapier, Office 365, Domo, Vinesign and Slack. 
  • Legal Documentation: Access an end-to-end document management module with unlimited storage and built-in editing and collaboration tools. The DocGen inclusion instantaneously creates custom contracts, retainers, firm reports, demand letters, interrogatories and more. Search for specific documents via custom document hashtags and OCR. Create custom folder structures to store legal documents separately based on practice areas or cases. 
    • Editing: Lock documents for edits. Edit PDFs, combine and insert documents and apply consistent identifiers to multiple sets of documents. 
    • Filevine Fusion: Use granular reporting to create dynamic documents, sophisticated forms, visuals and charts with a single click. Consolidate data from all over the system into a single document ready to download, print and email. Seamlessly fits into the firm’s existing workflows. 
  • Contracts: Leverage automated approval workflows, version control, custom alerts and real-time editing to manage the entire contract lifecycle. Use dynamic templates with conditional logic to create legally binding contracts instantly. Create custom contracts, letters and drafts in bulk with self-service templates. Seamlessly transfer legacy contracts with captured metadata and track legal obligations via dashboard snapshots. 
  • Reporting and Business Analytics: Generate reports on everything from tasks and notes to time entries and calendar events. Schedule automatic delivery of reports when required. Get data-driven insights on top performers, productivity, training opportunities, task completion rates, cumulative actions taken and more. Expand or limit report results by any condition or factor. 
    • Audit Reports: Record every activity registered in the system and store it for 30 days. Get actionable insights into staff productivity and business profitability. 
    • Filevine Periscope: Enable data visualization via the Periscope extension and expand raw datasets. Get recommendations on the best possible combination of workflows and actions for maximum productivity. Identify and standardize efficient workflows and eliminate ineffective habits.
  • Time and Expense Tracking: Track time from anywhere within the platform. Set up custom hourly rates for legal practitioners and define default rates for everyday expenses. Implement custom templates to streamline expense tracking. 
  • Billing: Seamlessly generate invoices and connect payments to the corresponding bills. Send invoices directly from the billing portal via email, fax or postal mail. Create, send and review active invoices via the billing control panel.
  • Guest Access: Configure permissions to provide temporary guest access to co-counsels, clients and others. Securely share important files, documents, updates and information. 
  • E-signature: Allow clients to electronically sign documents via drawing, typing or uploading an image of their signature. Use recyclable templates to add up to four signers per document and create custom fields for dates, initials and signatures. Track document status and get instant alerts about updates. Automatically save signed documents and contracts to associated folders. 
  • Security: Require clients and staff to sign in with a selfie to get past gesture authentication. 
  • Mobile App: Securely access case files and time tracking capabilities on the go with the mobile application. 
  • Legal Calendar: Always stay up to date with deadlines, Statute of Limitations, important events, meetings and client touchpoints. Schedule firm-wide meetings, appointments and tasks with the central calendar. Filter the view to drill down on specific staff and run calendar reports to create actionable tasks. 
Clio Grow
Clio Grow
Start Price
$49
Per User, Monthly
Company Size
Small Medium Large
Deployment
Cloud On-Premise
Platform
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Why We Picked Clio Grow

Will Clio Grow help your law firm grow its client base? Many users say yes. Clio Grow is lauded for its user-friendly interface and seamless integrations, which simplify the often-cumbersome client intake process. For instance, users praise its ability to automate tasks like sending engagement letters and collecting information through online forms, saving them valuable time and reducing errors. This streamlined approach not only enhances efficiency but also allows lawyers to focus on what matters most: their clients. However, some users have pointed out that Clio Grow can be a bit pricey, especially for smaller firms or solo practitioners. Additionally, occasional bugs and feature limitations have been reported, though these appear to be relatively infrequent. Think of it like a well-maintained car: it might have a few minor hiccups now and then, but overall, it gets you where you need to go reliably.

Clio Grow's emphasis on automation and client relationship management makes it stand out from the crowd. Unlike some competitors that focus primarily on case management, Clio Grow prioritizes nurturing leads and converting them into paying clients. This is achieved through features like automated email sequences, appointment scheduling, and personalized communication tools, all designed to enhance the client experience from the very first interaction. This makes it an ideal solution for firms looking to boost their client acquisition efforts and build stronger relationships that translate into long-term success.

In conclusion, Clio Grow is best suited for law firms that place a premium on efficiency, automation, and providing a stellar client experience. While it may not be the cheapest option on the market, its robust features and user-friendly design make it a worthwhile investment for those looking to streamline their intake process and grow their client base effectively.

Pros & Cons

  • Simplified Intake: Clio Grow makes it easier for legal professionals to manage the often cumbersome client intake process.
  • Lead Management: Users praise the software for its effectiveness in managing leads, enabling them to track and nurture potential clients.
  • Seamless Integrations: Clio Grow receives positive feedback for its ability to integrate with other tools, streamlining workflows for legal professionals.
  • Excellent Support: Users consistently highlight the strong customer support provided by Clio Grow, ensuring they receive assistance when needed.
  • Price: Some users find the pricing structure of Clio Grow to be expensive, especially for smaller law firms or solo practitioners with limited budgets.
  • Learning Curve: New users unfamiliar with legal practice management software may face a learning curve when adapting to Clio Grow's features and interface, potentially requiring additional time for training and adjustment.

Key Features

  • Client Management: Improve customer experience for existing clients and follow up with potential customers via the legal customer relationship management portal. Always keep track of tasks, client requirements and opportunities. 
    • Contact Management: Tag and organize retained clients, professional contacts and potential customers to get an organized overview of their contact and matter details on the dashboard. Encourage potential contacts to show up for consultations with a simplified scheduling process and automated reminders. 
    • Client Services: Choose from a variety of customizable intake forms and create documents instantly. Automatically set up tasks, reminders and personalized multi-step email campaigns to keep clients up-to-date about case proceedings, increase engagement and convert potential leads. 
    • Client Insights: Get detailed reports on client referrals, high-value contacts, conversion rates and profitable practice areas to improve client retention rates and advertise efficiently. 
  • Intake Management: Streamline the intake process with a completely digital client intake portal. Eliminate paper usage, redundant PDF forms and in-person consultations, organize important details about new clients and track their status in real time. 
    • Intake Processing: Create a public intake form, link it to the firm website and share it with clients via email or SMS. Automatically create to-do lists, documents and emails to speed up the intake process. All contact and matter information is automatically categorized in the client relationship management portal. 
    • Lead Tracking: Get status updates and matter overviews of potential clients in the Lead Inbox and Matter Pipeline portals. Identify exactly which prospective clients require a follow-up and when in order to sign retainers. 
    • Intake Tasks: Schedule appointments and follow up on meetings with the Scheduler extension. Check potential contacts against the firm’s records to identify conflicts of interest and repeat clients. 
    • Synchronization: After completion of the intake process, synchronize all documents, notes, events, intake form details, and related contacts with the firm database through the cloud. 
  • E-signature: Automatically prepare documents with integrated e-signature capabilities. Send and approve e-signatures securely in order to speed up business processes and remove bottlenecks. 
  • Document Management: Prepare and send documents and retainers for e-signatures. Clients can even sign the legal documents securely from their phones and tablets without ever having to download, print or mail them. 
  • Task Automation: Stay on top of matter updates, client appointments and pending requests with real-time tracking and alerts. Keep current and prospective clients in the loop with timed-delivery email scheduling, unlimited email templates and automated reminders. 
  • Client Intake Insights: Identify the most successful practice areas, matter types, referral sources and top-performing firm members and clients with advanced reporting and analytics modules. Organize client intake reports and lead sources to improve financial forecasting and eliminate redundancies. 
  • Calendar Management: Optimize schedules to prevent same day, back-to-back and last minute appointments. Book meetings and appointments online with the easy-to-use, calendar extension that automatically sends event reminders and appointment confirmation alerts and provides firm-wide visibility. 
INSZoom
INSZoom
Start Price
$50
Company Size
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Deployment
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Platform
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Key Features

  • Case Management: Manage and track all aspects of legal cases, including deadlines, documents and communication in a centralized repository. Easily view and manage case status, filing dates and important milestones. 
    • Customized Case Workflows: Streamline and automate routine tasks like data entry or document generation. 
    • Deadline Tracking: Track case deadlines and set automated reminders to avoid missing critical dates, reducing the risk of missed deadlines and associated penalties. 
  • Document Management: Organize and manage all legal documents related to immigration cases in a single place. Access all relevant case forms, applications, contracts and other important files. 
    • Document Version Control: Track and manage multiple document versions. Team members can collaborate effectively on documents by accessing the latest version. 
    • Document Automation: Create, assemble and distribute legal documents automatically, saving time and increasing efficiency. 
  • Time and Billing: Track billable hours and expenses, create invoices, and manage payments to bill clients accurately. 
    • Invoicing: Generate professional-looking invoices for clients and track payments based on predefined billing rules or time-tracking data. 
    • Trust Accounting: Manage client funds, including deposits, payments and refunds. Track all transactions and generate reports to comply with relevant regulations. 
  • Reporting and Analytics: Create custom reports and dashboards to track case information, financial data and performance metrics. Get a range of reporting options such as ad-hoc, scheduled and automated reporting. Export data in various formats like Excel and PDF. 
    • Financial Analytics: Analyze financial performance and profitability of cases and clients using detailed financial reports that provide insights into billing rates, billable hours, expenses and payments. 
    • Performance Metrics: Track key performance indicators (KPIs) and identify areas for improvement with performance metrics. View metrics such as case cycle time, client satisfaction and employee productivity to optimize legal operations. 
  • Collaboration and Communication: Collaborate with team members and assign tasks with ease. Clients can use a portal to access case information and documents. 
  • Compliance Management: Stay compliant with immigration regulations by providing alerts and reminders for key deadlines, managing compliance documents, and automating compliance checks. 
  • Secure Portal: Upload documents securely and communicate with the legal team. Access up-to-date information about cases and eliminate the need to visit the legal office for updates. 
  • Integrations: Integrate with various third-party apps, such as HR systems, eSignature tools and document management systems, to streamline workflows and simplify data management. 
  • Mobile App: Access and manage cases from anywhere, at any time, on any device. 
ServeManager
ServeManager
Start Price
$39
Monthly
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Why We Picked ServeManager

Can ServeManager serve up a legal software solution that's a cut above the rest? User reviews from the past year suggest a resounding "yes." Customers consistently praise ServeManager for its user-friendly interface, with many claiming it's the easiest to use compared to competitors like Process Server's Toolbox. This ease of use translates to significant time savings, with users reporting an average reduction of 25 minutes per serve, a factor highly valued in the fast-paced legal field.

ServeManager's automation capabilities are another major selling point, streamlining tasks such as document generation and client communication. Users particularly appreciate the software's ability to automatically populate job details across various stages, minimizing manual entry and reducing errors. The integration with QuickBooks is also frequently commended, simplifying billing and payment processes. However, some users express a desire for a standalone mobile app and a wider range of pre-built affidavit templates.

Overall, ServeManager emerges as a top choice for legal professionals, especially process servers, seeking to optimize their workflow and enhance client satisfaction. Its intuitive design, coupled with robust automation and integration features, makes it a powerful tool for managing serves efficiently and effectively. While minor feature requests exist, the overwhelmingly positive feedback underscores ServeManager's value proposition in the legal software market.

Pros & Cons

  • Intuitive Interface: ServeManager is designed with an easy-to-learn interface that allows for quick onboarding of new staff without extensive training or manuals.
  • Increased Efficiency: The software streamlines workflows, automates tasks, and eliminates paperwork, enabling legal professionals to manage more serves in less time.
  • Time Savings: ServeManager's optimized processes and automation features save users an average of 25 minutes per serve, allowing for greater productivity and focus on other critical tasks.
  • Enhanced Client Satisfaction: With features like automated client notifications, online payment processing, and real-time case tracking, ServeManager helps boost client satisfaction by providing transparency and convenience.
  • GPS Tracking and Proof of Service: ServeManager incorporates GPS tracking to record service attempts, providing accurate and verifiable proof of service, which is essential for legal proceedings.
  • Limited Feature Information: User reviews highlight positive features, but lack details about potential limitations or drawbacks in ServeManager's functionality.

Key Features

  • Case Management: Centralize all case details, documents, and notes in one place for easy access and organization.
  • Real-Time Updates: Receive instant notifications and updates on the status of serves, ensuring you are always informed.
  • GPS Tracking: Track the location of process servers in real-time, providing transparency and accountability.
  • Document Upload: Easily upload and store affidavits, photos, and other important documents directly within the platform.
  • Client Portal: Offer clients a dedicated portal to view case progress, download documents, and communicate with your team.
  • Automated Invoicing: Generate and send invoices automatically based on completed serves, streamlining your billing process.
  • Customizable Templates: Use and modify templates for affidavits, invoices, and other documents to fit your specific needs.
  • Mobile App: Access ServeManager on-the-go with a mobile app designed for both iOS and Android devices.
  • Integration Capabilities: Integrate with other legal software and tools, such as Clio and QuickBooks, to enhance workflow efficiency.
  • Secure Communication: Utilize encrypted messaging within the platform to ensure confidential information remains protected.
  • Service Mapping: Visualize service attempts and completions on a map, aiding in strategic planning and resource allocation.
  • Detailed Reporting: Generate comprehensive reports on serve attempts, completions, and other key metrics for performance analysis.
  • Multi-User Access: Allow multiple team members to access and collaborate on cases simultaneously, improving teamwork and productivity.
  • Time Stamping: Automatically record the date and time of each serve attempt, providing an accurate and verifiable timeline.
  • Client Management: Maintain detailed records of client interactions, preferences, and history to enhance client relationships.

COMPARE THE BEST Social Work Case Management Software

Select up to 2 Products from the list below to compare

 
Product
Score
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SelectHub’s Analyst Rating is based on data from our 400+ point analysis of Social Work Case Management Software, user reviews, and our own crowd-sourced data from our free software selection platform. Scores are periodically updated via ongoing selection projects and user activity within our platform.
Start Price
Free Trial
Company Size
Deployment
Platform
Logo
MyCase
$39
Per User, Monthly
Yes
Small Medium Large
Cloud On-Premise
Mac Windows Linux Chromebook Android
MyCase
Clio
$40
Per User, Monthly
Yes
Small Medium Large
Cloud On-Premise
Mac Windows Linux Chromebook Android
Clio
Quickbase
$35
Per User, Monthly
Yes
Small Medium Large
Cloud On-Premise
Mac Windows Linux Chromebook Android
Quickbase
Needles
$85
Quote-based
Yes
Small Medium Large
Cloud On-Premise
Mac Windows Linux Chromebook Android
Needles
SmartVault
$25
Per User, Monthly
Yes
Small Medium Large
Cloud On-Premise
Mac Windows Linux Chromebook Android
SmartVault
Practical Law
$150
No
Small Medium Large
Cloud On-Premise
Mac Windows Linux Chromebook Android
Practical Law
Filevine
$87
Per User, Monthly
No
Small Medium Large
Cloud On-Premise
Mac Windows Linux Chromebook Android
Filevine
Clio Grow
$49
Per User, Monthly
Yes
Small Medium Large
Cloud On-Premise
Mac Windows Linux Chromebook Android
Clio Grow
INSZoom
$50
No
Small Medium Large
Cloud On-Premise
Mac Windows Linux Chromebook Android
INSZoom
ServeManager
$39
Monthly
Yes
Small Medium Large
Cloud On-Premise
Mac Windows Linux Chromebook Android
ServeManager

All Social Work Case Management Software (103 found)

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MyCase

by MyCase
MyCase
MyCase is a cloud-based practice management tool designed to streamline legal operations, including document management, client intake, billing and accounting, time tracking and litigation. Drive collaboration across teams, monitor case progress and assign tasks via the legal calendar. Prepare automated workflows for daily activities and centralize client communication with a dedicated self-service client portal. Offer multiple payment options and tailored plans along with LEDES billing. Implement an effective lead conversion strategy with optimized intake forms, firm websites and analytics dashboards. Accessible from any mobile device, it enables lawyers to run preconfigured reports on business health, automatically perform year-end reconciliations and manage trust accounts. Secure user accounts and legal documents with bank-grade encryption both at rest and during transit. Eliminate data redundancy with automated data validation.
User Sentiment User satisfaction level icon: excellent
Cost Breakdown
$10 - $100
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Clio

by Themis Solutions
Clio
Clio is an industry-leading end-to-end solution to streamline all aspects of a law firm — case management, daily workflows, billing, client relationship and in-depth reporting. Firms can opt for its practice management and billing-focused Clio Manage, client-facing Clio Grow or combine the best of both worlds with Clio Suite. Users can access a centralized calendar to schedule workflows, deadlines and client appointments with reminders, checklists and follow-ups. They can also access and manage cases, matters, documents and clients in real-time and generate bills with personalized payment plans, track billable hours and account receivables to maximize firm revenues. It provides a secure database for easy access to client records, documents and matters. It simplifies client intake, relationship and retention processes with lead generation, secure communication, client tracking and online payment modules. It also provides robust customizable dashboards and reporting to enable data-driven insights on different facets of the firm. Scalable for practices of all sizes, firms can leverage more than 200 integrations and its immersive referral network to enrich its functionality. Its dedicated cybersecurity and cloud deployment enable users and teams to connect securely and remotely from the devices of their choice.
User Sentiment User satisfaction level icon: excellent
Cost Breakdown
$10 - $100
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Quickbase

by QuickBase
Quickbase
Quickbase is a cloud-based solution that empowers businesses to optimize project management through customization, workflow automation, data consolidation and analysis. Its no-code approach allows users with minimal coding experience to build custom applications and reports for their specific needs. Intuitive interfaces and drag-and-drop functionality expedite application development, saving time and resources.Improve accessibility and eliminate silos by consolidating data from various sources into a central hub, providing a 360-degree view of projects. Users can tailor applications, dashboards, triggers and user roles to suit their workflows. Advanced analytics capabilities enable users to track key metrics, identify trends and generate custom reports for insightful decision making. The platform also integrates with third-party tools via pre-built channels or API access.
User Sentiment User satisfaction level icon: great
Cost Breakdown
$10 - $100
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Needles

by Assembly Software
Needles
Needles is a flexible solution aimed at enabling law practices to streamline their firm operations. It provides numerous templates to build configurable workflows, daily checklists and schedules. Firms can maximize billable hours using its time and expense tracking modules. It allows firms to manage and collaborate on documents and cases with ease. Its personalized dashboards provide greater practice visibility.Users can leverage pre-built or custom real-time reporting modules to gain granular insights into different practice facets. Firms can opt for its cloud-based Neos offering to enable remote access to all its functionality. Hosted on Microsoft Azure, it provides robust security, data backups and an API for seamless integrations.
User Sentiment User satisfaction level icon: great
Cost Breakdown
$10 - $100
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SmartVault

by SmartVault
SmartVault
SmartVault is a robust document management software designed to streamline the organization and accessibility of digital files. It is particularly well-suited for industries such as accounting, finance, and legal services, where secure document storage and easy retrieval are paramount. Users benefit from its cloud-based storage, which ensures documents are accessible from anywhere, enhancing collaboration and efficiency. Unique features include secure client portals, automated workflows, and seamless integration with popular accounting software. Users appreciate its intuitive interface and strong security measures, which include encryption and audit trails. Compared to similar products, SmartVault is praised for its user-friendly design and comprehensive feature set. Pricing details are not explicitly available, and potential users are encouraged to contact SelectHub for a tailored quote. Overall, SmartVault stands out for its ability to enhance document management processes while maintaining high security and accessibility standards.
User Sentiment User satisfaction level icon: great
Cost Breakdown
$10 - $100
Company Size
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Practical Law

by Thomson Reuters
Practical Law
Practical Law is a premier software platform that ranks 6 among all Legal Software according to our research analysts. Starting from $150, Practical Law is priced reasonably and is most fitting for businesses large and small. Practical Law can be deployed online. Similar alternatives to Practical Law include LawMaster, Contentverse and Neos.
Cost Breakdown
$100 - $500
Company Size
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Filevine

by Filevine
Filevine
Filevine is a cloud-based tool for law firms and solo practitioners to manage cases, clients, documents and billing. It offers various AI-powered features and automation to help you improve efficiency, streamline collaboration, reduce overhead tasks and capture more leads.One of its standout features is the AI-powered document management system. It automatically categorizes and tags documents based on their content, making it easy for attorneys and staff to find information quickly. The AI also helps identify potential conflicts of interest and ensures compliance with legal regulations.Filevine offers robust task management and matter-handling capabilities. You can easily create matters and consolidate all case-related documents, data, notes and tasks in the same environment. You can also connect contacts to associated legal matters and correspondence history. The software provides tools for accurate time tracking, invoicing and payment processing.Additionally, the client intake module helps efficiently organize and convert leads from multiple channels. The AI-powered system automatically extracts key information from incoming inquiries, making it easier for staff to follow up and provide timely responses. Filevine's analytics module provides valuable insights into lead generation sources, allowing law firms to focus their marketing efforts on the most effective channels.The platform employs security measures such as encryption, access controls and regular data audits. It requires multi-factor authentication for staff account access. You can set role-based permissions to grant different access levels based on responsibilities, ensuring sensitive client information remains confidential and secure.
User Sentiment User satisfaction level icon: excellent
Cost Breakdown
$10 - $100
Company Size
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Clio Grow

by Themis Solutions
Clio Grow
Clio Grow is a cloud-based solution for firms to attract and retain clients. Users can manage all aspects of their client relationships with its secure contact database, email lists, alerts and secure communication modules. It automates appointment scheduling, with reminders and follow-ups to minimize no-shows and cancellations. Users can accept payments upfront with a Clio Manage integration. It also handles the entire client intake process with customizable intake forms and e-signatures. Users can utilize its intuitive dashboards to get actionable intelligence on client intake, leads, revenue and productivity. Cloud-based and compliant, it provides robust cybersecurity for teams to securely collaborate from anywhere. Firms can leverage its exceptional support and referral network to enrich client intake.
User Sentiment User satisfaction level icon: excellent
Cost Breakdown
$10 - $100
Company Size
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Deployment
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INSZoom

by INSZoom
INSZoom
INSZoom by Miratech offers case management, document management and workflow automation to handle legal cases. Designed primarily for law firms specializing in immigration law, it provides specific modules for visa petition preparation, case status tracking and compliance monitoring. A centralized location for storing and managing legal documents enables easy access to critical information and collaboration with colleagues. With its robust reporting capabilities, law firms can track key metrics and gain valuable insights into their operations.
User Sentiment User satisfaction level icon: good
Cost Breakdown
$10 - $100
Company Size
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Deployment
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ServeManager

by Lawgical
ServeManager
ServeManager is a comprehensive software solution designed to streamline the management of legal tasks, particularly for process servers, law firms, and legal support professionals. It excels in organizing and tracking service of process jobs, offering real-time updates, GPS tracking, and automated status notifications. This makes it particularly beneficial for industries that require meticulous documentation and timely communication, such as legal services and law enforcement. One of the standout features of ServeManager is its user-friendly interface, which simplifies the assignment and monitoring of tasks. The software also integrates seamlessly with other legal tools, enhancing its utility. Users appreciate the ability to generate detailed reports and invoices directly from the platform, which saves time and reduces administrative overhead. While specific pricing details are not readily available, ServeManager typically offers flexible subscription plans that cater to different business sizes and needs. For precise pricing information, it is advisable to contact SelectHub for a tailored quote.
User Sentiment User satisfaction level icon: excellent
Cost Breakdown
$10 - $100
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Bill4Time

by Bill4Time
Bill4Time
Bill4Time provides law firms of all sizes with productivity and practice management solutions. Track and review billable activities from any device in real time. Expedite payment with pre-filled digital invoices and secure online payments. Provide clients with a self-service portal to track their invoices, payment status and transaction history. Use the customizable dashboard to keep tabs on all case-related activities and transactions and centrally access firm data. Administrators can design automated workflows to assign, track, schedule and prioritize tasks and legal obligations. Supports trust accounting with IOLTA reconciliation and QuickBooks integration. Run preconfigured reports on KPIs, productivity, task management, brand recognition, reputation and more.
User Sentiment User satisfaction level icon: excellent
Cost Breakdown
$10 - $100
Company Size
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Deployment
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TimeSolv

by TimeSolv
TimeSolv
TimeSolv is a cloud-based solution that provides law firms with time and billing capabilities and helps ensure compliance with industry standards. Lawyers can track expenses, generate invoices and process payments quickly and accurately. It offers project management modules to manage deadlines, assign tasks and collaborate with colleagues. Its reporting capabilities provide insights into the firm's financial health and performance to make informed decisions and improve practice.
User Sentiment User satisfaction level icon: excellent
Cost Breakdown
$10 - $100
Company Size
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NetDocuments

by NetDocuments
NetDocuments
NetDocuments is a well-known solution that ranks 42 among all CMS Software according to our research analysts and 29 crowd-sourced reviews from 1 source. NetDocuments is most advisable for companies of all sizes. NetDocuments can be deployed online and on-premise and is accessible from a limited set of platforms including Windows devices. Similar alternatives to NetDocuments include Pulse CMS, Dokmee and eWizard.
User Sentiment User satisfaction level icon: great
Cost Breakdown
$100 - $500
Company Size
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PracticePanther

by PracticePanther
PracticePanther
PracticePanther is a cloud-based platform that helps manage cases, documents, client communications, time tracking and billing for law firms. It acts as a centralized hub for handling client information, cases and documents. Its reporting tools let you track your firm’s financial health and performance.The platform allows you to create detailed case files, including evergreen retainers, deadlines, billable hours and specific tasks associated with each case. It offers document management tools, enabling attorneys to edit, track changes, eSign and share files with concerned clients and internal departments.Additionally, you can track time spent on each case, generate detailed invoices and automate trust account management. Practices of all sizes can automate invoicing, time-tracking and payments while remaining compliant with IOLTA, ABA and state bar guidelines.The software also allows firms to store client contact information, communication history and matter details in one place. It provides tools for client intake and onboarding, including custom intake forms, checklists and client portals. Its intuitive mobile app helps you stay connected with your firm and communicate with staff and clients remotely.
User Sentiment User satisfaction level icon: excellent
Cost Breakdown
$10 - $100
Company Size
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Soluno

by Devlos Software
Soluno
Soluno is a popular application that ranks 15 among all Legal Software according to our research analysts and 96 crowd-sourced reviews from 2 sources. Starting from $79, Soluno is priced below average and is most suitable for small-to-mid-sized companies. Soluno can be deployed in the cloud and on-premise and is accessible from a few platforms including Windows and Linux devices. Similar alternatives to Soluno include Thread Legal, dealcloser and Resly.
User Sentiment User satisfaction level icon: excellent
Cost Breakdown
$10 - $100
Company Size
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Deployment
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CosmoLex

by CosmoLex Cloud LLC
CosmoLex
CosmoLex is an end-to-end practice management solution that combines CRM, case management and accounting workflows. It helps maintain complete visibility over legal matters by connecting active cases to associated calendar entries, documents, contacts and emails. Businesses can automatically track time and expenses and create digital invoices with a single click. Uncover missed payments and commissions with purpose-built reports. It can manage trust and operating accounts in compliance with state and federal regulations.Other capabilities include task management, a legal calendar with automated notifications, and a public calendar to send out firm-wide notifications, meeting announcements and alerts.
User Sentiment User satisfaction level icon: excellent
Cost Breakdown
$10 - $100
Company Size
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Deployment
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Everlaw

by Everlaw Inc.
Everlaw
Everlaw is a cloud-based platform for law firms, corporations and government agencies to facilitate their litigation and investigation processes. Intuitive and easy to use, it enables legal stakeholders to communicate and collaborate securely in real-time and create narratives as a team. It streamlines the entire e-discovery process with self-service rapid uploading, granular searching, efficient post-reviewing and production offerings.Elucidate hidden insights using its interactive visualization and clustering modules and make accurate evidence-based case predictions using machine learning algorithms. Businesses can leverage its secure API, customized project templates and administration access control to personalize it for their unique needs.
User Sentiment User satisfaction level icon: excellent
Cost Breakdown
$100 - $500
Company Size
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Deployment
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Docketwise

by Docketwise
Docketwise
Docketwise is a popular software system that ranks 18 among all Legal Software according to our research analysts and 135 crowd-sourced reviews from 2 sources. Starting from $49, Docketwise is priced below average, commonly offers a free trial and is most suitable for businesses large and small. Docketwise can be deployed online. Similar alternatives to Docketwise include Thread Legal, dealcloser and Resly.
User Sentiment User satisfaction level icon: excellent
Cost Breakdown
$10 - $100
Company Size
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Deployment
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Luminance

by Luminance
Luminance
Luminance is a popular software solution that ranks 19 among all Legal Software according to our research analysts. Starting from $0, Luminance is priced free of charge to start and is most advisable for any company. Luminance can be deployed online. Similar alternatives to Luminance include Intalio, TrialLine and eCounsel.
Cost Breakdown
$10 or less
Company Size
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Deployment
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Rocket Matter

by Rocket Matter
Rocket Matter
Rocket Matter provides law firms with a user-friendly practice management platform capable of everything from case management and CRM to time tracking and billing. Store all case-related data and documents in one place and track them via kanban boards. Leverage robust reporting tools to get actionable insights. Automatically link time entries to invoices and product mass invoices with custom billing rules. SImultaneously manage both trust and operating accounts. Securely create, store and share an unlimited number of legal documents. Use predefined parameters and templates to organize legal matters and develop automated workflows for all phases of a case. Create an invoice schedule that supports multiple billing plans and payment methods. Facilitate same-day payments with electronic invoices and online payments. Integrate with third-party technologies to improve scalability.
User Sentiment User satisfaction level icon: great
Cost Breakdown
$100 - $500
Company Size
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Deployment
Cloud On-Premise
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Buyer's Guide

Social Work Case Management Software Is All About Managing Support Services, Clients and Critical Resources

By Shauvik Roy, Market Analyst at SelectHub

Social Work Case Management Software BG Intro

Social workers have always played an integral role in affecting social change and helping at-risk communities access support services. Depending on the specificities of their practice area, social work professionals provide the best care possible with whatever resources are available. At any point in time, multiple qualitative and quantitative variables determine which cases to prioritize, what to pick up next and which cases to assign to whom.

To a large extent, it comes down to the legal software’s ability to streamline case and document management tasks. Lack of administrative oversight can be a major bottleneck affecting a social worker’s ability to coordinate, optimize and deliver the best possible care. The primary task of social work case management software is to make the life of social workers as easy as possible in all these regards.

Executive Summary

  • Social work case management software helps automate task management and administrative processes.
  • It simplifies evidence-based case assessment workflows.
  • The platform organizes case-related documents, contact information and confidential data on a priority basis.
  • You can automatically track deliverables and impacts based on pre-programmed KPIs.
What This Guide Covers:

What Is Social Work Case Management Software?

Social work case management software is a specialized case management solution that helps social workers streamline daily processes. It leverages intelligent automation and predictive models to simplify intake, document management and data collection workflows.

Social work cases generate many legal documents, most of which are confidential. Having to carefully organize, label and store all case and contact information can take up a significant chunk of time and resources. Outside of providing counsel, social workers coordinate with service providers and government agencies to ensure their clients access the best resources. They have to ensure compliance with data protection laws and government regulations.

Social work case management software provides a centralized document and evidence collection facility with state-of-the-art security measures, combining remote access with security. It also allows firms and individual social workers to program in various levels of measurement, making it easier to compare KPIs and measure objective impact.

Primary Benefits

Related Categories

There are multiple benefits to implementing social work case management software when clubbed with legal practice management or case management software. However, once we get down to the brass tacks, there are a few area-specific benefits we would like to point out.

Social Work Case Management Software Benefits

Capture and Access Detailed Case Notes

Social workers operate across a wide variety of practice areas and specializations. Mental health, domestic violence, substance abuse, homelessness and at-risk youth are only some of the areas they cover. Social work case management software allows social workers to prepare detailed case notes across multiple practice areas, capturing key information regarding symptoms, emergency contacts, contact information, treatment and counselors.

Automated collection, organization and storage of case notes help identify concerns, prepare treatment strategies and access case histories. Ready access to historical data makes it easier for caseworkers to identify and diagnose repeat clients.

Access Evidence-based Case Assessment Tools

While social work cases vary greatly from standard litigation cases, evidence still plays an important role. The ability to record and analyze data on different problems, potential treatment strategies and their outcomes can allow caseworkers to reflect on and improve the quality of care in the long run. Social workers and clinical experts can use this data to work towards better outcomes and successful treatment strategies.

The more data there is on something, the easier it becomes to identify patterns and predict behavioral trends. Evidence-based case assessment makes it possible to address the cause and not just the effect of various social problems.

Streamline Document Management and Organization

Use a centralized document repository to store all case notes and legal documents. Combined with the latest security measures, the platform allows both caseworkers and their clients to access case notes, documents and key resources based on their at-risk status. Social workers spend a lot of time doing fieldwork, and remote access helps them find relevant case files on the go.

Key Features & Functionality

Document Management

Automatically collect, label and organize all case-related documents in a centralized database. Securely access case notes and legal documents from any authorized device. You can also provide complete or partial visibility to clients based on their requirements.

Additionally, most platforms provide advanced keyword search and tagging functions to identify specific files.
Case Notes

Give your caseworkers all the help they need to take case notes as quickly and efficiently as possible. This includes area-specific templates, voice-to-text support and custom forms.

Case notes are valuable, both throughout and after the successful resolution of a particular case. In-depth digital case notes are easier to archive and reflect upon for future qualitative and clinical analyses.
Reporting

Unlike other standardized legal practice areas, isolating KPIs for social work cases is difficult. A lot of at-risk clients often have problematic pasts or troubling behavioral patterns, making it difficult to maintain objectivity in measuring performance.

You can simplify the process with area-specific templates, automated data collection and reporting capabilities. A standardized procedure helps analyze your firm’s growth both historically and among industry peers.
Case Assessments

Modern AI and machine learning capabilities let you assess and categorize clients based on preliminary information provided. This helps assign caseworkers, gauge the level of assistance needed and identify services they might need.

At the end of the day, your caseworkers will make the final decision. However, actionable intelligence can make their work significantly easier.
Security and Compliance

Social workers have access to a lot of sensitive information, and it’s their legal and ethical responsibility to make sure it doesn’t fall into the wrong hands. Several government regulations are in place to ensure firms take necessary measures to safeguard confidential client information.

With social work case management software, you can automate the entire procedure. Set up communication and notification channels to ensure relevant people get alerts about failing compliance.
Automated Workflows

Automation is the heart of any case management software. It governs redundant administrative tasks that would otherwise require actual human input, saving valuable time and effort. Automation plays a part in every step of the process, from intake to offboarding.

You can configure automated workflows to suit your firm’s way of doing business. Your caseworkers can use the time they save to build lasting and productive relationships with their clients; it enables them to go out and make a difference.

Software Comparison Strategy

The social work case management software that’ll work for you depends as much on the structure of your firm as the nature of your clients. You should look out for a few things before preparing the final shortlist:

  • Many corporate law firms encourage lawyers to perform social work and community service as part of their corporate social responsibility (CSR) programs. Ensure the platform has adequate time tracking and billing capabilities to keep track of the time and money spent on client work.
  • If you’re working for a nonprofit organization, make sure implementation, maintenance and service costs don’t exceed your budget.
  • If you need remote access to case notes and documents, go for a solution that offers cloud-based deployment or has a mobile app.
  • Enquire if the platform has any specialized tools for your area of work.

Cost & Pricing Considerations

Standalone social work case management software doesn’t have a lot of wiggle room concerning cost and pricing considerations. However, it’s essential to be aware of a few factors that can drive up costs:

Mode of Deployment: Cloud-delivered or SaaS deployment is inherently cheaper in the long run. There are no maintenance costs, the subscription is on a per-month per-user basis, and you can cancel it any time after your subscription period. For on-premise delivery, you’ll have to host the hardware physically. This inherently makes the task more expensive, especially in the long run.

Additional Services: Most vendors offer premium services, including prime support, data localization, data migration and more. If you need these, stay prepared for additional fees.

The Most Popular Social Work Case Management Software

The nature of social work itself is too diverse and complex to nominate any one social work case management software as the best enabler of social change. As such, we’ve prepared a list of the most popular platforms in this particular area to help you make up your mind.

Smokeball

Smokeball is a hybrid legal practice management software with specialized social work case management capabilities. Apart from time tracking, billing, accounting and reporting modules, it provides access to over 20,000 legal forms for easy contact and document management. Social workers can eFile documents and request eSignatures via the client portal.

Its reporting and dashboarding tools provide advanced visibility and insights into the impact and quality of your social work. The platform offers both online and offline access.

Smokeball

Store all legal documents in a centrally accessible database.

Zola Suite

Similar to Smokeball, Zola Suite is also an enterprise-grade case management software. It streamlines social work case assessment and document management processes with automated workflows and real-time visibility. A centralized database stores all case and client information for secure access, both online and offline. Military-grade encryption protects confidential information during transit and at rest.

You can configure trigger-based workflows to serve your firm’s specific requirements. The reporting tool can deliver both financial and performance-based insights.

Zola Suite

Check new time entries.

MyCase

MyCase is cloud-based legal document management software that can adequately moonlight as a dedicated social work case management software. It uses configurable automation to drive client intake and document management procedures. A centralized data repository stores all relevant information, secure with bank-grade encryption.

CRM and client portals help communicate with clients and put them at ease. You can also set up custom billing cycles and payment methods with LEDES billing and accounting portals.

MyCase

Get complete visibility over your deliverables.

 

 

Questions To Ask

Social workers and nonprofits have a lot of varying requirements. Asking questions is the fastest way to determine your and your firm's needs.

Here’s a list of questions to ask internally:

  • What area of social work do we specialize in?
  • Do we need an enterprise or a standalone solution?
  • What’s our total budget?
  • Do we need remote access?
  • Do we require product training sessions?

Social Work Case Management Software Key Questions

Here’s a list of questions to start a dialogue with potential vendors:

  • Does the platform comply with data protection laws and regulations?
  • Can the software perform evidence-based case assessments?
  • Can the platform provide access to time tracking and billing capabilities if required?
  • Can the system integrate with government and service agencies?
  • What kind of integrations does the software support?

In Conclusion

Social work takes a lot of time and patience. It’s emotionally and physically draining, and the right social work case management software can go a long way in making the lives of social workers a little bit easier.

While the requirements may look confusing at first, take time to talk to your coworkers and industry peers to figure out what they need. Once you know that, it’s just a matter of time till you figure out which software can deliver exactly that. We hope this guide will help you reach a positive outcome on your software selection journey.

Product Comparisons

About The Contributors

The following expert team members are responsible for creating, reviewing, and fact checking the accuracy of this content.

Riddhiman
By Riddhiman Roy
Technical Content Writer
As a Senior Technical Content Writer at SelectHub, Riddhiman Roy delivers content about eCommerce, legal, employee scheduling, procurement, hotel management and property management software. He holds a Master's in multimedia journalism from the Indian Institute of Journalism and New Media. When he is not fighting huge-article-ogres and evil Grammarly suggestions, you can find him in his natural habitat grooving to music and banging his drumkit.
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Vidhi
Technical Research By Vidhi Kanodia
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Vidhi Kanodia joined SelectHub after graduating from Osmania University in Hyderabad. Building on the hands-on experience she gained there, she expertly reviews peer research work in categories like procurement, PLM, eCommerce, insurance, hotel management, risk management and legal software.
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Shashank
Technical Review By Shashank K K
Principal Analyst
After graduating with a Masters in Finance from Trinity College Dublin, K K Shashank's research and detail-oriented skills led them to SelectHub. He has diverse knowledge across various software categories like Accounting, Financial Planning and Analysis, Ecommerce, Risk Management, PLM, Insurance and more since 2020.
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Pooja
Edited By Pooja Verma
Content Editor
Pooja Verma is a Content Editor and Senior Market Analyst at SelectHub, who writes and edits content for endpoint security, legal, CRM, fundraising software, eCommerce, and mental health software. She earned a literature degree from Miranda House, DU and also holds Master’s in Journalism from Symbiosis Institute of Media and Communication in India. In her free time, you can spot her reading a book or binge-watching the latest web series and movies.
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