Practice management
Keep your entire practice connected.
From the first client enquiry to the final invoice, CaseDyne helps your team work from a common view of matters, documents, responsibilities and activity.
The workflow
From first enquiry to final invoice
One connected workflow means fewer handovers, less duplication and clearer accountability.
Client intake and engagement
Capture enquiries as leads, take them from proposal to contract and turn them into clients.
More on lead managementMatter management
Track each matter's stage, team, milestones and linked contracts, from opening to closure.
More on matter managementCalendars and deadlines
Milestone-based events, meetings and tasks in one calendar, with alerts for every case event.
More on activities, events and calendarDocuments and E-Bundles
Store, share and search documents securely around each matter, and build indexed, paginated bundles.
More on document managementTime, expenses and billing
Track billable and non-billable time and contract expenses, and generate bills automatically or manually.
More on billing managementReporting
Dashboards and reports on contracts, matters and revenue, for timely decisions.
More on dashboards, bi and reporting
E-Bundle
Document bundles, with the index done for you.
Build indexed, paginated document bundles.
- Create document bundles, or binders
- Generate a hyperlinked index automatically: bookmarked, paginated and ordered into sections
- Customize title pages, index pages, sections, page numbering, Bates numbering and watermarks
- Include multimedia, with one-click video streaming
- Search across handwritten documents and images
Modules
Clients and work
- Lead managementRegister leads and take them from proposal to contract.Learn more
- Client managementTurn leads into clients and work with them online.Learn more
- Contract lifecycle managementTrack every contract from creation to closure.Learn more
- Matter managementFollow each matter through its lifecycle, end to end.Learn more
- Case managementCases by type, court and jurisdiction, with alerts.Learn more