Firm Central vs CaseFleet

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Our analysts compared Firm Central vs CaseFleet based on data from our 400+ point analysis of Legal Software, user reviews and our own crowdsourced data from our free software selection platform.

Firm Central Software Tool

Product Basics

Firm Central is an end-to-end cloud-based solution that provides firms with a centralized interface to manage legal matters, accounting, calendaring, time tracking, billing and client communication. Users can track time and expenses efficiently from multiple devices and create flexible payment options and custom invoices for clients. Monitor legal workflows using its legal calendar with custom rules templates, deadline assistance, permissions-based access and multiple viewing options. Dashboards and reports provide up-to-date data-driven insights.

It offers robust data security with encryption, compliant servers and 24/7 security monitoring. It also provides continuous data backups and seamless integrations. Users can access it from anywhere, from any device.
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CaseFleet is an end-to-end case management software designed to help lawyers organize legal matters and case chronologies. Automatically create transcripts of any speech, connect claims to issues and review legal documents, audio and video. Provides a 360-degree view of cases with built-in visual timelines and chronological mapping tools. Administrators can assign tasks to multiple people, track current activities and set up email and popup notifications for important events and touchpoints. Sort cases and activities based on context, contacts, legal matter and more.

Run preconfigured reports on the firm’s productivity and efficiency metrics. Secure user accounts and safeguard client and firm data with best practice frameworks, password hashing, data anonymity, two-factor authentication, single sign-on, account-based permissions and session tracking.
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$40/User, Monthly
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Tailored to your specific needs
$30/User, Monthly
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Tailored to your specific needs
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Product Assistance

Documentation
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Live Online
Videos
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Documentation
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Videos
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Email
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FAQ
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Knowledge Base
24/7 Live Support
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24/7 Live Support

Product Insights

  • Comprehensive Reports: Get detailed daily, weekly and monthly reports of billable and non-billable time tracked. Maximize accuracy by cross-checking before billing. 
  • Easy Access: Directly access Westlaw’s legal research network from the homepage. 
  • Customizable Dashboard: Customize the dashboard with status bars for crucial functions. 
  • Simplify Collaboration: Collaborate with clients and team members by integrating with SharePoint. 
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  • Enhanced Organization: CaseFleet allows legal professionals to organize case details, documents, and timelines in a centralized location, reducing the risk of misplaced information.
  • Improved Collaboration: The platform facilitates seamless collaboration among team members by providing shared access to case files and real-time updates.
  • Time Efficiency: Automated task management and deadline tracking help legal teams stay on top of their workload, minimizing the time spent on administrative tasks.
  • Accurate Case Analysis: CaseFleet's fact and issue management tools enable precise tracking of case details, ensuring thorough and accurate case analysis.
  • Enhanced Client Communication: By keeping all case information organized and accessible, legal professionals can provide clients with timely and accurate updates.
  • Risk Mitigation: The software's comprehensive documentation and tracking features help identify potential risks and ensure compliance with legal standards.
  • Cost Savings: By streamlining case management processes, CaseFleet reduces the need for manual labor, leading to significant cost savings for legal firms.
  • Data Security: CaseFleet employs robust security measures to protect sensitive legal information, ensuring client confidentiality and data integrity.
  • Customizable Workflows: The platform allows users to tailor workflows to their specific needs, enhancing efficiency and adaptability in case management.
  • Insightful Reporting: CaseFleet provides detailed reports and analytics, offering valuable insights into case progress and performance metrics.
  • Seamless Integration: The software integrates with other legal tools and platforms, creating a cohesive ecosystem for managing all aspects of legal work.
  • Enhanced Accountability: By tracking tasks and deadlines, CaseFleet ensures that team members are accountable for their responsibilities, leading to improved performance.
  • Scalability: The platform is designed to grow with your practice, accommodating increasing case loads and expanding team sizes without compromising efficiency.
  • Client Satisfaction: Efficient case management and timely communication contribute to higher client satisfaction and retention rates.
  • Streamlined Discovery Process: CaseFleet's document management features simplify the discovery process, making it easier to locate and review relevant documents.
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  • Matter Management: Manage legal matters, tasks, contacts, deadlines and documents from a single platform. Automate the client intake process and store an unlimited amount of documentation and files. 
    • Matter Search: Identify specific legal documents and files with the global search function. 
  • Collaboration: Securely share case files and calendar entries with all team members and counsels. Encourage collaboration between counsels and clients with a dedicated client portal. 
  • Task Management: Assign tasks to staff members, set reminders for important events and appointments and keep track of notifications. Monitor document reviews and updates and perform conflict checks across the client database. 
  • Time Tracking and Billing: Track every single minute of billable time with the Firm Central Time & BIlling portal. Create and operate trust funds, run reports and issue expedited invoices for faster payments. 
    • Financial Reporting: Generate reports with custom datasets to identify profitable practice areas, aging receivables, referral values, important clients and more. 
    • Financial Dashboard: Get real-time access to firm financials, outstanding bills, WIP, year-end reconciliations and more through a single interface. Use the dashboard insights for agile decision-making and strategic future planning. 
    • Time and Expense: Log billable hours with multiple timers from any computer or mobile device. Integrate time tracking and billing capabilities to directly invoice for the time entries. 
    • Billing: Prepare tailored payment plans and payment options for clients. Edit invoices and accept credit card payments with the ClientPay portal. 
  • Accounting: Manage separate trust and operating accounts with purpose-built accounting software. Process invoices ethically and in compliance with industry standards. 
    • Reports: Run regular accounting reports to measure profitability, discounts, write-offs, bank reconciliations, account transactions and more. Stay on top of the firm’s financial health to make informed decisions. 
    • Eliminate Error: Automate data entry to eliminate duplicate data and human errors. 
    • Compliance: Prepare an audit trail for all trust account transactions and simplify year-end reconciliations. Set up internal controls to protect financial data from leaks. 
  • Legal Calendar: Manage deadlines, events, hearings and more with the integrated legal calendar tool. 
    • Deadlines: The Deadlines Assistant automatically computes the deadlines of ongoing projects based on the rules set by the firm’s jurisdiction. Set up custom rules if required. 
    • Calendar Sync: Add, edit and update events in either the built-in calendar or Microsoft Outlook and automatically synchronize entries. 
    • Multiple Calendar Views: Allow all staff members to view the legal calendar for a holistic awareness of deadlines and appointments. Drill down on specific entries by matter and permissions. 
  • Mobile Application: Retain full control over legal matters and tasks while away from the office. Use the mobile application to securely access legal documents, matters, contacts, calendars and more. Track time and process expenses on the go. 
  • Security: Secure firm files and documentation in transit as well as in storage. Additionally, solve any data residency requirements with U.S.-based servers hosted by Thomson Reuters. 
    • Data Encryption: All connections to Firm Central servers are routed via HTTPS sessions with 256-bit SSL and TLS encryption. 
    • Compliance: Ensure the data security standards of the firm are compliant with SOC 2 Type II and AICPA regulations. Physical data centers are ISO 9001 and ISO 27001 certified. 
  • Client Portal: Provide clients with an encrypted communication environment for secure collaboration with counsels. 
    • Communications: Share documents, bills, case updates, messages and more with clients in real time. Monitor all client activity and maintain a record of all communications. 
    • Self-service: Clients can check case files and matter information, receive push notifications and upload documents. 
    • Security: Maintain ABA ethics mandates with the self-service portal. Use permission-based controls to decide who gets access to what items and documents. 
  • Westlaw Compatibility: Subscribe to Westlaw for built-in case citation flags and integrated global search and research tools. 
  • Integrations: Integrate with multiple Thomson Reuters applications under the same platform. Available inclusions include Westlaw legal research, Westlaw Form Builder, Practical Law and Drafting Assistant. 
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  • Fact Chronologies: Go over all case-related facts, witnesses, evidence and issues with a fine comb. Organize facts by contacts, issues, sources, date and time. Search for specific facts and connect them to corresponding contacts, issues and documentary proof. Use the Highlights tool to analyze and create new facts from existing information. Edit facts inline and specify date and time of their occurrence. 
  • Visual Timelines: Arrange case-related facts in a visual timeline. Configure the timeline view with filter, scale slider and saved views. The scale slider can adjust the width of the timeline or expand on specific parts. Export or import the timeline in PDF or editable SVG format. 
  • Text Search: Leverage optical character recognition (OCR) to perform a keyword-based full-text search of legal documents. Use the reviewer to create facts directly from matching page results. 
  • Case Outlines: Connect legal claims with corresponding issues to build consolidated case outlines. Create and maintain a library of claim templates, along with sets of relevant issues. 
  • Document Review: Prep legal documents for review by highlighting text and adding annotations and bookmarks. Create facts and add them to the timeline directly from the reviewer. Automatically connect facts to the section of the document that acts as evidence. 
  • Audio and Video Review: Accept a wide range of media formats as evidence. Automatically create transcripts of speech in audio and video files. Highlight any section of the transcript to create a clip from the corresponding media file. 
  • Deposition and Transcript Management: Highlight sections of the deposition transcript to create annotations and facts automatically. Identify page and line numbers of highlighted sections to create Bluebook-correct citations. 
  • Reporting: Run preconfigured reports to generate tangible work products, such as statements of fact, deposition outlines and opening statements. The “Facts by Issues” report provides a ready-made statement of material facts for cross-examination. For every report generated, lawyers can request a zip file containing the list of referenced documents. 
  • Task Management: Track personal and group tasks from the same module. Assign tasks to multiple members across different teams. Review all active tasks and set up email and pop-up reminders for important events. 
  • Security Engineering: The entire infrastructure is hosted on Amazon Web Services. Implement best practice application frameworks, such as XSS protection, CSRF protection, audit logging, rate limiting and more. Anonymize data via UUID generation, scan for viruses and malware and hash all passwords before storage. 
    • Network and Storage Security: All data is encrypted in transit and at rest. Secure incoming and outgoing connections via TLS. 
    • Operational Security: Test and review all code. Create backups regularly and store them for extended periods. 
    • Account Security: Ensure account integrity with two-factor authentication, single sign-on, permission-based access and session tracking. 
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Product Ranking

#37

among all
Legal Software

#71

among all
Legal Software

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Analyst Rating Summary

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Analyst Ratings for Functional Requirements Customize This Data Customize This Data

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Billing And Payments Calendaring And Legal Docketing Client And Contact Management Dashboard And Reporting Document Management Matter/Case Management Mobile Capabilities Task Management Time And Expense Management 0 62 82 69 75 44 71 0 0 25 50 75 100
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Analyst Ratings for Technical Requirements Customize This Data Customize This Data

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User Sentiment Summary

Good User Sentiment 141 reviews
Excellent User Sentiment 41 reviews
74%
of users recommend this product

Firm Central has a 'good' User Satisfaction Rating of 74% when considering 141 user reviews from 5 recognized software review sites.

91%
of users recommend this product

CaseFleet has a 'excellent' User Satisfaction Rating of 91% when considering 41 user reviews from 3 recognized software review sites.

4.1 (5)
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3.8 (11)
4.5 (2)
3.68 (62)
4.59 (22)
3.7 (62)
4.5 (17)
3.0 (1)
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Awards

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CaseFleet stands above the rest by achieving an ‘Excellent’ rating as a User Favorite.

User Favorite Award

Synopsis of User Ratings and Reviews

Data Management: It provides easy and secure access to client records and legal matters, according to 100% of users mentioning data management.
Ease of Use: According to 83% of users who reviewed this aspect, the platform is user-friendly and easy to learn.
Sharing and Collaboration: All reviewers who mentioned this benefit said they found it easy to share and collaborate on legal matters, especially with access to SharePoint.
Task Management: According to 67% of users who reviewed this feature, the legal calendar simplifies tracking pending tasks, assignments and deadlines.
KPI Monitoring: Everyone reviewing this element said that the customizable dashboard made it easy to track KPIs.
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Intuitive Interface: Legal professionals appreciate the platform's user-friendly design, finding it easy to navigate and manage their cases efficiently.
Robust Document Management: Users praise CaseFleet's capabilities for organizing, storing, and retrieving legal documents, streamlining their workflow and reducing the risk of misplacing crucial information.
Effective Collaboration: The platform facilitates seamless collaboration among legal teams, allowing them to share case files, notes, and tasks, fostering teamwork and enhancing productivity.
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Functionality: Without integrations, it has limited functionalities, according to 57% of users mentioning this element.
Integrations: According to 71% of users who reviewed this feature, integrations can be buggy and expensive.
Service and Support: 64% of users who mentioned this aspect said they found the technical support lacking in knowledge and responsiveness.
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Limited Customization: Some users have expressed frustration with the inflexibility of CaseFleet's templates and the limited ability to customize the platform to their specific workflow needs.
Learning Curve: A few users have mentioned that CaseFleet has a steep learning curve, especially for those who are not tech-savvy or familiar with legal case management software.
Occasional Performance Issues: While generally considered reliable, some users have reported occasional slow loading times or glitches, particularly when dealing with large case files.
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Firm Central provides legal practitioners with a capable practice management solution with direct access to Westlaw. It offers secure and fast web access to basic features, including time tracking, billing, accounting, and matter and task management modules. Access to Westlaw is an important asset and should weigh heavily on any acquisition decision. That said, multiple integrations can drive up costs and put a lot of pressure on the platform. Implementation and technical support can be hard to reach at times. Unless a Westlaw integration is absolutely essential to the firm, there are better options available in this price range.

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Is CaseFleet the "case closed" solution for your legal practice? User reviews from the past year suggest that CaseFleet is a powerful tool for attorneys, particularly those in small firms or solo practices. Users praise its intuitive interface and robust features, particularly the chronology tool, which links evidence directly to case facts, and the comprehensive document management system. This allows for efficient organization and retrieval of information, a crucial aspect of legal work. Some users find CaseFleet's search functionality superior to competitors like MyCase and PracticePanther, highlighting its ability to quickly locate specific information within large volumes of documents. However, CaseFleet is not without its drawbacks. Some users have expressed frustration with occasional glitches and the learning curve associated with its advanced features. Others desire more integrations with other software, such as billing and accounting platforms. Despite these criticisms, the majority of users find CaseFleet to be a valuable asset, enabling them to streamline their workflows, improve accuracy, and ultimately, better serve their clients. CaseFleet seems best suited for legal professionals who prioritize organization, efficiency, and in-depth case analysis, particularly those who handle complex litigation or have extensive document-heavy cases.

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