Legal case and practice management Platform for modern law firms
More Than Matter Management
Built for How Law Firms Actually Work
Casetrak connects your teams, workflows, and data in one streamlined platform. Instead of relying on spreadsheets, emails, and disconnected tools, your firm works from a single source of truth with better visibility, stronger control, and a more efficient way to manage legal work.
Measurable Outcomes, Not Just Features
Casetrak helps firms reduce administrative work, improve matter efficiency, and increase billing accuracy. This leads to better client service, stronger cash flow, and more time for billable work.
Work Anywhere. Stay in Control.
Casetrak is a cloud-based, mobile-ready legal platform that gives your team secure access to matters, tasks, and documents from any device. Whether you are in court, in the office, or working remotely, you have the visibility and control to keep work moving.
Core Features That Power Your Firm
Time & Billing Visibility
Casetrak helps your firm track billable time accurately, apply staff rates, and generate professional invoices with less manual effort, improving billing control and helping you capture more billable work.
Built-In Reporting and Analytics
Casetrak gives your firm real-time dashboards and exportable reports to monitor productivity, performance, and financial health, with clear insights that support better decision-making.
Client Portal and Collaboration
Casetrak gives clients secure access to matter updates, documents, and communication through a dedicated portal, improving transparency and reducing email back and forth.
Secure Cloud Infrastructure
Protect sensitive legal data with secure cloud infrastructure, encryption, and role-based access controls, helping your firm maintain confidentiality, control access, and support compliance requirements.
Centralised Matter Management
Manage every matter from intake to resolution in one secure platform. Store documents, track progress, assign tasks, and monitor deadlines with clear visibility across your firm.
Client Intake and CRM
Capture and manage client information efficiently, keep communication organised, and give your firm better visibility from first contact through to matter delivery.
Task and Deadline Tracking
Assign, prioritise, and monitor tasks with clear visibility across your team, helping everyone stay aligned, accountable, and on schedule
Document Management
Store, organise, and manage legal documents securely, with real-time access and integration options that help your firm keep documents connected and easy to manage.
Reporting and Analytics
Gain real-time visibility into matter progress, team performance, and firm activity, helping your firm make better decisions and improve operational outcomes.
Efficient Workflows for Greater Impact
Centralised Matter Management
Casetrak gives your firm one place to manage every matter with clarity, from documents and tasks to deadlines and progress tracking.
Scalable Matter Handling
Manage growing caseloads more efficiently without adding unnecessary administrative work, helping your firm stay organised, responsive, and ready to scale.
Connected Client and Matter Data
Keep matters, client information, and communication connected in one place, giving your firm better visibility, stronger control, and a clearer view of work as it grows.
Built for Long-Term Growth
Casetrak is designed to grow with your firm, adapting to changing workflows, compliance requirements, and client expectations over time.
Secure Client Portal
Give clients one secure place to access documents, updates, and communication, helping your firm deliver a more consistent and reliable client experience.
Clear and Professional Billing
Create accurate, professional invoices supported by clear time and expense records, helping reduce confusion and improve billing confidence.
Faster Responses
Give your team quick access to complete matter details, helping them respond to client queries promptly and with confidence.
Improved Client Trust
Clear communication and transparent billing help reduce disputes and build stronger long-term client confidence.
Smart Matter Organisation
Keep documents, tasks, notes, and deadlines organised in one place, so your team can focus on legal work instead of administration.
Time and Expense Tracking
Record billable time and expenses accurately, whether entered in real time or added later, with better visibility across matters and billing.
Real-Time Collaboration
Work on documents securely and efficiently, with shared access to the latest information across your team.
Task and Deadline Control
Assign, track, and manage tasks with clear visibility, helping your team stay accountable and keep work on schedule.
Accurate Billing Process
Generate professional invoices using reliable time and expense data linked directly to each matter, helping your firm bill with greater accuracy and control.
Reduced Revenue Leakage
Capture billable time and expenses more consistently, helping your firm reduce missed revenue and improve billing recovery.
Financial Clarity
Monitor billing activity and payment status with better visibility, without relying on manual follow-up or disconnected spreadsheets.
Smoother Payments
Clear, transparent invoices help reduce disputes, support faster approvals, and improve payment turnaround.
360° Firm Overview
Get a connected view of matters, documents, billing, and client activity in one platform, helping your firm stay informed and in control.
Better Team Coordination
See how work is allocated across your team, track responsibilities clearly, and maintain better operational balance.
Security & Compliance
Protect sensitive legal data with secure cloud infrastructure, encryption, and role-based access controls that support confidentiality and compliance.
Work From Anywhere
Access your firm securely from the office, in court, or remotely, with the visibility and control needed to keep work moving.
01
Manage Your Firm with Casetrak
- Centralised Matter Management: Keep matter data, documents, and activity in one place, from intake through to resolution.
- Client Intake & CRM: Support structured onboarding and clear communication from the first client interaction.
- Task Management: Assign, prioritise, and track tasks across your team with better visibility and accountability.
- Time Tracking & Invoicing: Record billable time accurately and generate professional invoices with less manual effort
- Built-in Reporting & Analytics: Access real-time insights into performance, utilisation, and matter progress.
- Secure Cloud Infrastructure: Protect client data through secure cloud infrastructure, encryption, and role-based access controls.
- Flexible for Any Practice Area: Support a wide range of legal work, including litigation, corporate, family, and other practice areas.
02
Built for Global Legal Teams
- Work Across Borders: Support collaboration across regions with multilingual access that helps teams work clearly and consistently in their preferred language.
- Simplify Financials: Manage billing across multiple currencies with support for local tax requirements, helping your firm maintain accuracy and control across jurisdictions.
- Global Reach, Local Touch: Provide a consistent client experience across locations while adapting communication and invoicing to local needs and expectations.
03
Built for Modern Law Firms That Want More
- Replace fragmented systems with one connected workspace: Support collaboration across regions with multilingual access that helps teams work clearly and consistently in their preferred language.
- Reduce delays and operational bottlenecks: Streamline workflows, reduce manual effort, and keep work moving more efficiently.
- Make informed decisions with live data: Use real-time visibility across matters, teams, and firm activity to support better decisions.
- Stay compliant without added complexity: Maintain stronger control through structured workflows, secure access, and clearer oversight.
Time Tracking That Protects Revenue
Accurate billing
Fewer disputes
Better revenue control
Paperless Billing & Invoicing
Custom-branded invoices
Clear payment tracking
One Platform to Manage Matters, Clients, and Core Tasks
Keep Every Matter on Track
Casetrak gives your firm clear visibility into the progress of every matter, helping your team stay organised, prioritise next steps, and keep legal work moving efficiently.
Simplify Caseload Management
Casetrak helps your team manage caseloads more efficiently with structured workflows and quick access to key information, helping caseworkers stay organised and keep work moving.
Security and Privacy
Casetrak helps protect sensitive client and matter data through secure cloud infrastructure, encryption, and role-based access controls, giving your firm the security and control needed in legal and regulated environments.
Work More Efficiently
By automating key processes and reducing manual effort, Casetrak helps your team improve efficiency, stay organised, and focus on higher-value work.
Seamless Document and System Integration
iManage
NetDocuments
Microsoft Word & Outlook
SharePoint
Power BI
SQL-based systems
Real-Time Reporting and Business Insights
Everything you need to manage your law firm with confidence
What is Casetrak and who is it built for?
Casetrak is an all-in-one legal case and practice management platform built for law firms of all sizes. It helps firms manage matters, clients, documents, billing, and reporting through one secure, connected system.
Is Casetrak suitable for small firms and sole practitioners?
Yes. Casetrak is designed to support sole practitioners, small firms, and growing legal teams. It gives firms the tools they need today, with the flexibility to expand as their requirements grow.
Can I access Casetrak from anywhere?
How does Casetrak handle time tracking and billing?
Does Casetrak provide a secure client portal?
How secure is Casetrak practice management software?
Security is built into Casetrak by design. The platform uses secure cloud infrastructure, encryption, and role-based access controls to help protect sensitive client and matter data, while supporting confidentiality, security, and compliance requirements.
Can Casetrak integrate with other tools?
Yes. Casetrak can integrate with a range of legal and business systems, including document management platforms, email tools, and reporting solutions. It also offers a REST API to support custom integrations and connected workflows across your firm.
Does Casetrak support multiple languages and currencies?
Yes. Casetrak is designed to support firms working across jurisdictions, with multilingual access and multi-currency capability that help teams manage client communication, billing, and operations more effectively across different regions.
