Your Key to Unlocking Smarter Legal Case and Spend Management
Mitratech CaseCloud is a legal case management and spend optimization platform built on Salesforce. It brings case intake, matter management, document management, legal project management, eBilling and budgets into one cloud system, with Salesforce's native reporting and analytics. It is designed for law firms and public sector organizations that want configurable workflows, real-time collaboration on cases and data-driven management, and was developed from Salesforce and AdvoLogix technologies.
Product
Mitratech CaseCloud
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Overview
CaseCloud centralizes case data from intake to resolution, so teams can follow case progress, manage matters and track tasks in one place. Its spend optimization tools handle invoice processing and eBilling, share timekeeper information and rates, record negotiations and let stakeholders work on budgets together in real time. AI-powered automation takes on routine work such as billing, document creation and matter updates. Because it runs natively on Salesforce, workflows, reporting and metrics can be customized to each team, dashboards can refresh automatically through the day, and implementation is designed to be fast for teams of any size. CaseCloud integrates with iManage, Google Drive, Microsoft SharePoint and NetDocuments, and with products on the Salesforce AppExchange. It also supports contact databases and project management tools such as task lists and event planning. Security relies on Salesforce's enterprise-grade platform, including encryption, secure access controls and FedRAMP certification. Customers quoted by Mitratech include personal injury firm Adamson Adhoot, family law firm Ayo & Aiken and the University of Toronto Faculty Association, with one firm describing more than eight years of use.
What it does
Case intake, legal project management and document management.
Centralized case data, progress and task tracking from intake to resolution.
Invoice processing, eBilling, timekeeper rates and real-time budgets.
Automates billing, document creation and matter updates.
Configurable workflows, reporting and metrics for each team.
Connects to document storage and project management tools.
Who it is for
Case studies
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Trust & compliance
Security certifications
Named enterprise customers
Pricing details
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Product interface
Mitratech CaseCloud Interface
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FAQs
CaseCloud is designed for law firms and public sector organizations that want to improve operational efficiency, streamline workflows and make data-driven decisions. Because it is built on Salesforce and can be implemented quickly, Mitratech positions it as suitable for teams of any size and complexity.
CaseCloud integrates with iManage, Google Drive, Microsoft SharePoint, NetDocuments and other project management tools. As a Salesforce-based product, it can also connect with products on the Salesforce AppExchange, so legal data, documents and workflows stay linked across the systems a team already uses.
CaseCloud runs on Salesforce's enterprise-grade platform security. Mitratech says sensitive data is protected through encryption, compliance with industry standards and secure access controls, and that the product has FedRAMP certification. Teams access their case data through secure, cloud-based access from any device.
Yes. Teams can tailor CaseCloud's workflows, reporting and metrics to their own needs, whether they handle complex cases or day-to-day matters. Salesforce's native reporting supports automated dashboards, and one customer says its dashboards update several times a day to show the numbers used to manage the firm.
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