Case Management

Legal case management software built for how attorneys actually work

EvidenceDesk case management software gives attorneys one place to open a matter, track its status, assign tasks, log deadlines and keep every note and file attached to the right case, accessible securely from any browser.

Cloud-based · Works in any browser · Guided onboarding

Gavel and open law book
Case management software
Case management software is a system law firms use to organize each legal matter, including parties, deadlines, tasks, documents, communications and billing, so the whole team works from a single source of truth.

What you can do with EvidenceDesk case management

Matter dashboards

See status, next deadline, responsible attorney and open tasks for every case at a glance.

Tasks & workflows

Assign work, set due dates and reuse checklists for recurring matter types.

Practice-area templates

Start personal injury, family law, immigration or litigation matters with the right fields.

Team collaboration

Internal notes, mentions and activity history keep everyone aligned on a matter.

Conflict checks

Search contacts and past matters before taking on a new client.

Role-based access

Control who can view or edit each matter.

Many firms start with spreadsheets, shared folders and email. That works until a matter changes hands, a deadline is stored in one person's inbox, or a client calls and nobody can see the latest status. Legal case management software solves this by giving every matter a single record that the whole team reads from and writes to.

With EvidenceDesk, the matter record is the center of the firm. Contacts, documents, evidence, tasks, calendar events, time entries and invoices all attach to it. An attorney opening a case sees the current stage, the next deadline, who is responsible and what is still open, without asking a colleague or searching several systems.

EvidenceDesk case management dashboard with active cases, pending tasks, billable hours, upcoming deadlines and a real-time activity feed
Case management dashboard

How attorney case management works in EvidenceDesk

  1. Open the matter

    Choose a practice-area template, add the client and opposing parties, and run a conflict check against existing contacts and past matters.

  2. Plan the work

    Apply a task checklist for the matter type, assign owners and due dates, and calendar court dates and limitation periods.

  3. Work the file

    Upload documents and evidence, log notes and calls, track time against tasks and keep internal discussion on the matter instead of in email.

  4. Keep the client informed

    Share selected documents and updates through the secure client portal.

  5. Close and bill

    Turn recorded time and expenses into an invoice, apply trust funds where appropriate and archive the matter with its full history intact.

Law office case management for every practice area

Different practices track different facts. Personal injury firms follow medical treatment, providers, liens and settlement stages. Family law firms need custody schedules and financial disclosures. Immigration practices manage forms and filing windows, while criminal defense teams log discovery and hearings. EvidenceDesk practice-area templates add the right fields and checklists for each, while keeping the same core matter record, so firms with several practice areas still work from one system. See solutions by practice area for details.

EvidenceDesk task and workflow management board with filters, priorities and due dates per matter
Tasks and workflows

EvidenceDesk is cloud-based: it runs in a web browser, so there is no server to buy or maintain and attorneys can reach their matters from the office, the courthouse or home. Access is controlled by role and by matter, and activity on matters and evidence is logged. Read more on the security page.

EvidenceDesk team collaboration view with team members, roles and matter assignments
Team collaboration

What to look for in law firm case management software

A matter record that connects documents, calendar, time and billing rather than separate modules that need re-entry.

Practice-area templates and reusable task checklists.

Conflict checking across contacts and past matters.

Role-based and matter-level permissions.

A client portal for secure sharing.

Clear data export, so the firm always owns its records.

Frequently asked questions

What is case management software?

Case management software organizes every legal matter, including deadlines, tasks, documents, contacts and communications, in one system so a firm can track work and avoid missed dates.

What is case management in law?

In law, case management is the process of planning, tracking and coordinating all work on a matter from intake to closing, including deadlines, filings, evidence and client communication.

Is EvidenceDesk cloud-based case management software?

Yes. EvidenceDesk runs in the browser, so attorneys and staff can access matters from the office, court or home without installing a server.

Does EvidenceDesk work for personal injury case management?

Yes. Matter templates let personal injury firms track incidents, medical records, providers, liens and settlement stages alongside general case data.

What is the difference between case management and practice management software?

Case management focuses on organizing individual matters: tasks, deadlines, documents and notes. Practice management software includes case management and adds firm-wide functions such as time tracking, billing, trust accounting, intake and reporting. EvidenceDesk covers both.

Is EvidenceDesk suitable for small law firms?

Yes. EvidenceDesk is designed for solo attorneys and small and mid-sized firms that want one system instead of several disconnected tools. See small law firm software.

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Cloud-based · Works in any browser · Plans from $39/user/mo