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The terms legal case management (LCM), legal management system (LMS), matter management or legal project management refer to a subset of law practice management and cover a range of approaches and technologies used by law firms and courts to leverage knowledge and methodologies for managing the life cycle of a case or matter more effectively.
Law practice management software is software designed to manage a law firm's case and client records, billing and bookkeeping, schedules and appointments, deadlines, computer files and to facilitate any compliance requirements such as with document retention policies, courts' electronic filing systems and, in the UK, the Solicitors' Accounts Rules as defined by the Solicitors Regulation Authority.
Matter management is distinguished from case management, in that case management is generally considered to refer to law firm related activities ("cases"). Matter management software systems serve a variety of functions including conflict and ethics control, accurate matter opening, day-to-day matter work, business intelligence, and marketing.
Clio launched first cloud-based practice management software developed for law firms. [4] In 2012, Clio's Series B raised $6 Million. [5] [6] The company made the first version of its Application Programming Interface available in 2012. [7]
Law practice management (LPM) is the management of a law practice.In the United States, law firms may be composed of a single attorney, of several attorneys, or of many attorneys, plus support staff such as paralegals/legal assistants, secretaries (including legal secretaries), and other personnel.
LEAP Legal Software's flagship product is LEAP, a legal practice productivity solution. The key features of LEAP include legal practice management, document assembly and management, automated matter types and forms, a client and contact database, file sharing, time recording, billing and trust accounting tools, and legal publishing assets. [17]
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Prior to being purchased by LexisNexis, CaseMap was produced by CaseSoft. For a period in the mid 2000s, CaseMap was part of a larger case management solution set referred to as "Best of Breed". The group included CaseMap, Concordance, Synge and Ipro as part of a suite of products for managing litigation document review and fact management.