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Legal Case Management
Business process automation

Legal Case Management Software with Business Process Automation (2026)

Last updated: April 2026

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Features

Client Portal(13)

API(14)

Reminders(15)

Activity Dashboard(12)

Access Controls/Permissions(14)

Integrated with

Microsoft 365(4)

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Box(5)

Docusign(6)

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Sponsored

monday.com

4.6

(5.7K)

Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews

Project management software

monday.com is a cloud Work OS, where teams run their projects and everyday work, whether they are in the office, home or on-the-go.

Read more about monday.com

Users also considered

ClickUp

4.6

(4.5K)

Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews

Productivity platform for marketing agencies

ClickUp is a productivity platform that helps businesses combine project management tools, AI capabilities, and collaboration features in a unified workspace. The system can integrate tasks, documents, goals, and chat functionality while offering AI-based agents that automate workflows and answer questions. ClickUp serves teams across various departments with enterprise-grade security certifications including SOC 2 Type II, ISO 27001, GDPR, and HIPAA compliance.

Read more about ClickUp

Users also considered

Wrike

4.4

(2.8K)

Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews

AI powered workflow management platform

Wrike is an AI-powered enterprise work management platform that enables teams to build, connect, and scale workflows with comprehensive visibility. The software offers task management, resource planning, and visual collaboration tools alongside AI agents that automate routine tasks. Wrike integrates with numerous applications including Microsoft, Google, and Adobe products while providing enterprise-grade security with role-based access control.

Read more about Wrike

Users also considered

Quickbase

4.4

(327)

Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews

Dynamic work management and project platform

Quickbase is a low-code application platform for dynamic work and complex project management. It allows teams to build custom applications without extensive coding, connecting information, processes, and people across business functions. It offers solutions for project management, resource optimization, workflow automation, and field service management, with features like integrations, mobile access, and real-time insights to help organizations manage work from start to finish.

Read more about Quickbase

Users also considered

Actionstep

4.2

(135)

Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews

Cloud-based legal practice management tool for law firms.

Customize each of your matter & case types with a unique workflow, folder structure, custom data fields, document templates, billing arrangements, and reports. Process matters & cases more efficiently and ensure that nothing gets missed.

Read more about Actionstep

Users also considered

HighQ

4.4

(62)

Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews

Cloud-based legal case management tool for legal teams.

HighQ's intelligent solution combines automated workflows, document automation, and secure collaboration to transform the way professionals work and engage with clients and colleagues.

Read more about HighQ

Users also considered

VobeSoft

4.9

(23)

Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews

No-code Business Software

VobeSoft is a business software solution that configures a cloud database into business solutions without coding. Companies can use a pre-defined template or build custom enterprise applications.

Read more about VobeSoft

Users also considered

Case Master Pro

5.0

(19)

Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews

Legal Case Management & Debt Collection Software.

Case Master Pro is a legal case management solution that helps law firms and debt collectors manage case files and accounting operations. It enables lawyers to store critical documents in a centralized database, assign task lists to specific employees, and track case files.

Read more about Case Master Pro

Users also considered

Avokaado

5.0

(19)

Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews

Contract intelligence platform for legal, revenue, and ops.

Avokaado is an all-in-one contract lifecycle management platform that helps legal teams consolidate and manage the best legal knowledge in one place, automate internal contract workflow and serve digital legal documents for the clients.

Read more about Avokaado

Users also considered

Moxo

4.0

(24)

Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews

Streamline service orchestration processes for customers.

Moxo supports legal case management with secure workflows for document handling, client communication, and case tracking. Its bank-grade security ensures compliance with industry regulations.

Read more about Moxo

Users also considered

Intalio

4.6

(12)

Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews

Turn your data into knowledge with Intalio Solutions.

Intalio’s Legal Case Management allows legal firms to automate their workflow in order to organize and monitor legal requests, processes, and information throughout their entire lifecycle.

Read more about Intalio

Users also considered

Contentverse

4.1

(19)

Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews

Simple, secure document management for everyone

Contentverse is a secure, versatile, fully-featured enterprise content management solution. 128-bit encryption. DocuSign integration. On-premise and/or cloud implementation. With a robust indexing module that can detect text, barcodes, and QR codes on scanned pages as searchable metadata.

Read more about Contentverse

Users also considered

Lateral

5.0

(4)

Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews

AI-enabled decision engine

Lateral Technology's powerful AI-driven software platform streamlines business operations to drive efficiencies across organizations. Its CRM and case management software serves institutions across government, legal, collection department, contact centers, and finance through automation.

Read more about Lateral

Users also considered

Tessaract

(0)

The all-in-one, cloud-native PMS for UK SME law firms.

Tessaract is the all-in-one, cloud-native PMS for SME law firms - a disruptor in a UK market plagued by ageing tech.

A configurable, scalable platform to automate repetitive processes, with all the functionality you'd expect and more.

Realise unmatched productivity gains to maximise firm capacity.

Read more about Tessaract

Users also considered

ImmigrationTracker

(0)

Cloud-based immigration case management platform

ImmigrationTracker is a cloud-based platform designed to help organizations across legal, manufacturing, retail, utilities, healthcare, and various other sectors streamline immigration case management processes.

Read more about ImmigrationTracker

Users also considered

Related categories

Law Practice Management

Trust Accounting

Time and Expense

Document Management

Legal Document Management

Enterprise Legal Management

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56 Top Gallant Road
Stamford, CT 06902
USA

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Calle Álava 121
08018 Barcelona,
Spain

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