LegalCase365 simplifies case creation with an intuitive step-by-step wizard that captures all key details — clients, opponents, third parties, and case data — ensuring quick, accurate, and error-free setup for legal teams..
LegalCase365 is an all-in-one legal case management solution built on Microsoft 365. It helps law firms manage cases, documents, and tasks efficiently in a secure, collaborative, and fully customisable environment.
LegalCase365 is easy to configure and adapt to your firm’s legal processes, covering stages such as Pre-Action, Hearing, Application, and beyond.
Every element of the system is fully customisable — from case types, workflows, and document templates to task lists, approval steps, and reminders.
This flexibility ensures LegalCase365 aligns seamlessly with your firm’s specific practice areas and working methods.
LegalCase365 is fully embedded within Microsoft Teams, placing case management directly in your daily workspace.
Your users can access case files, author and share documents, assign tasks, and manage deadlines without leaving Teams — ensuring seamless communication, better collaboration, and timely delivery across every case.
With LegalCase365, your client and case data always stays within your own Microsoft 365 tenant.
Unlike traditional cloud or SaaS systems that store data externally, LegalCase365 ensures complete data sovereignty — your information never leaves your environment.
This guarantees the highest level of security, confidentiality, and compliance for your firm.
Create, edit, and manage legal documents directly from firm-specific templates — ensuring consistency, accuracy, and efficiency.
Built-in task management and workflow automation help your team stay organised and on schedule, so you never miss a filing date or critical milestone.
LegalCase365 automatically sends reminders for important deadlines such as hearings, court submissions, or reserving counsel, helping lawyers and administrators stay proactive and prepared.
Notifications can be tailored to each case type or team, ensuring that no key date or obligation is ever overlooked.
LegalCase365 includes a suite of built-in dashboards and reports that provide instant visibility into case progress, workloads, and performance.
Gain valuable insights into your firm’s operations, track key metrics, and make informed decisions with confidence.
The Case Details screen in LegalCase365 offers a centralized view of all key case information — clients, opponents, fee earners, dates, documents, reminders, and workflows — giving legal teams everything they need to manage cases efficiently in one place.
Key Dates in LegalCase365 are automatically organized within each case stage — such as Pre-Action, Hearing, or Application — giving legal teams a clear view of deadlines and milestones to ensure nothing is missed throughout the case lifecycle.
Document authoring in LegalCase365 enables one-click generation of predefined documents for each process.
Created files are automatically saved to SharePoint in the correct case folder, ensuring consistent organization and efficient document management throughout the case lifecycle.
The Hearing Tasks feature in LegalCase365 helps teams manage all tasks related to each hearing — from document filings to court submissions — in one place, ensuring every step is assigned, tracked, and completed on time.
The Notes tab in LegalCase365 lets users record and share case-specific notes, keeping all key details and updates in one place.
Authorized team members can access these notes, ensuring clear communication and effective collaboration throughout the case.
The Reminders tab in LegalCase365 keeps fee earners on track by automatically monitoring key tasks and deadlines, sending timely alerts for court dates, filings, and meetings to ensure nothing is missed and cases stay on schedule.
The Courts module in LegalCase365 lets users assign cases to the correct court from a predefined list with all relevant details, streamlining case management and ensuring accurate, up-to-date court information is always accessible.
The List of Counsels feature in LegalCase365 provides a centralized directory of all counsels linked to a case, including their contact details, expertise, and roles — making it easy to manage and coordinate counsel information throughout the case.
The Settings feature in LegalCase365 lets firms tailor the platform to their needs by configuring agreement types, locations, matter details, and more — ensuring the system aligns with internal processes, terminology, and workflows for consistent, efficient case management.
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