What is a case management system?

Case management system software is a digital tool that allows organizations to oversee and execute their cases. These platforms may enable firms to keep detailed records about clients and cases and store them in one accessible place. A Work OS like monday.com allows you to build your own software and customize how it runs. Ideal for firms of any size, monday.com also comes with pre-built templates so you can focus on winning cases.

What does a case management tool do?

A case management tool is a solution that allows firms to automate case workflows and processes, store and access a client information, and drive case resolution for boosted customer satisfaction.

What are the five major functions of case management?

There are five parts to the case management process: assessment, treatment planning, linking, advocacy, and monitoring. On monday.com, you can execute all five steps and maintain transparency every step of the way.

Legal case management template

Plan and execute your cases, share their progress with your partners, and track which partner, associates or paralegals are working on which cases.

Integrate with your favorite tools

Tips for managing your legal cases
with our template

Whether you are an independent lawyer working on multiple case files at once, a member of a large law firm, an in-house counsel advising executives and staff, or a pro-bono lawyer trying to help as many people as possible—the ongoing legal tasks template will help you stay on top of your busy workload. Let's check out a few ways our template will get you on track.

Timer

Visualize priorities

Use the the time-tracking function to monitor and record the time spent on each task without leaving the window, for an accurate billable hours summary.

Files

Organize
assets

Upload all key files, documents, or evidence for review and storage. Link files, Q&A lists, activity logs, and more so you can always access it, even on the go.

Updates

Collaborate with ease

Anyone who works in teams will love Updates. Use this feature to share or attach deposition notes, videos, or notes for easy communication with internal and external stakeholders.

Legal case management template key features

As you create a legal case template, you’ll gain features that allow you to integrate crucial information relevant to each case, save time from needing to dig for documents, and stay on top of deadlines.

Smart columns Know immediately which partner, associate, or paralegal is on which case.

Curated statuses Use our pre-loaded iteration statuses to understand where cases stand, or create your own statuses.

Progress tracking Sort and filter your board to get specific views of case progress that can be added to a dashboard.

Make managing legal cases easier with monday.com

Quickly access any document you need, stay on top of all deadlines, and enhance your client experience.

Related templates

Client management template

Call log template

Time log template

Frequently Asked Questions

Questions?

What is a case management system?
Case management system software is a digital tool that allows organizations to oversee and execute their cases. These platforms may enable firms to keep detailed records about clients and cases and store them in one accessible place.

A Work OS like monday.com allows you to build your own software and customize how it runs. Ideal for firms of any size, monday.com also comes with pre-built templates so you can focus on winning cases.
What does a case management tool do?
A case management tool is a solution that allows firms to automate case workflows and processes, store and access a client information, and drive case resolution for boosted customer satisfaction.
What are the five major functions of case management?
There are five parts to the case management process: assessment, treatment planning, linking, advocacy, and monitoring.

On monday.com, you can execute all five steps and maintain transparency every step of the way.