Matter Management

Manage Your Law Firm with Ease

Be on top of every detail as it happens with real-time matter management. Our easy-to-use system lets you organize cases, documentation, meetings and reporting so you can spend more time focusing on clients and practicing law.

Greater Security, Easier Collaboration

Workflow paths and checklists

Best practice workflows move client matters efficiently from sign-up to resolution.

A single view

See emails, calendar events, tasks and case details all in one screen.

No more hassle

Centralization and automation remove the stress of missing files and deadlines.

Seamless collaboration

Stay on top of tasks and statuses when you easily access files from multiple Microsoft® applications.

Work more effectively

Increase the efficiency of the entire firm when every case detail can be found in one place. Easily associate documents with each matter and use eSign to capture required signatures and have them automatically saved. Contact details, time entries, tasks and invoices link directly to the case for instant access.

Easy-to-use templates streamline document generation. Centralized indexing and storage means your entire team can access them from anywhere at any time on all device types. 

Collaborate safely

Effective collaboration with clients, third parties and other team members moves cases forward more efficiently. Securely share documents internally and externally with a click of a button using Sharepoint® and OneDrive® integration. 

Real-time communications provide quick answers and eliminate the need for phone tag or waiting for email responses. Captorra Case’s integration with Microsoft® Teams allows your team to hold chat and online meetings. 

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