Case Management Solution
Our Legal CallTrx software is a unique solution that covers practice management, matter-based accounting, document assembly and management, and traditional legal publishing assets.
Core Framework
Legal CallTrx simplifies your practice. It securely stores and shares all client files with your team, while helping you manage deadlines and tasks. Integrating with your case matters and calendaring, it’s the ultimate task manager.
Features
Legal CallTrx tracks your billable time while you work, so you can easily recover costs, avoid missed entries, and respond to unexpected client calls and emails. You can also add tasks to the billing record if needed.
With Legal CallTrx, all matter information is easily accessible to authorized users across multiple devices. Anytime. Anywhere.
Legal CallTrx is a versatile legal case management software that caters to law firms of all sizes and specialties. It automates workflows, freeing up staff for other tasks. The software allows for personalized reports, workflows, and data queries, all tailor-made to meet your specific needs. With our unique plugin system, you can integrate any additional feature as per requirement.
Our legal case management system easily integrates with other systems using our API Web Services or third-party web services. For older systems, we have a data exchange system that can batch data from accounting and other software systems. The exchange system records all data and captures any exceptions.
Workflow & Decisions
Automate Legal CallTrx using task completion or specific criteria defined by the user. Streamline business processes, saving thousands of hours annually by eliminating mundane tasks. Focus on complex decision making and exceptions, leading to happier and more productive employees.
Calendar Integration
Easily keep your team up-to-date on case progress and deadlines with automated calendaring. Stay on the same page, whether working alone or collaborating across your entire firm.
Document Management
Use Legal CallTrx to manage your documents easily and accurately. With just one click, access all your files in one place and automate legal documents using client data securely and efficiently.
Reporting and Dashboards
Get important updates on your cases with our easy-to-use dashboards. Stay on top of what's new, due, and next, and access real-time insights into the financial health of your practice.
Task Management
Our software has a diary feature that links with case activities, sends automated reminders and provides dashboards. It can also integrate with Outlook or Google Calendar.
Cost Recovery and Billing Management
Easily keep track of billable expenses with Legal CallTrx using RPAs and other integrations. Never miss recording an expense again and always be able to handle unexpected calls and emails while also being able to add tasks to the billing record. Recovering your costs has never been simpler.
Reporting & Batch Actions
Email, Text Messaging, Chat
Legal CallTrx integrates VOIP, Email, Texting, and Chat for multi-channel communication and workflow automation with unique decision rules.
Client Service Web Portals
Communicate more efficiently with Legal CallTrx. No need to be in the office to send documents or invoices. Respond promptly to client requests at all times.
Support and Service
We provide complete support for your on-boarding and delivery process, including training, software assistance, and custom reports and input screens.