Here’s the problem
Here’s the solution
Using CaseManager means carrying an entire case file in your pocket, or in a tablet smaller than a clipboard. Everything else you leave behind. It weighs next to nothing, takes up almost no space. (It’s the amazing office-shrinking machine.)
Going mobile with CaseManager means a decisive step toward:
• more hours that are billable, fewer doing unpaid office work
• more productivity, because any time anywhere can be productive
On any popular platform—Apple’s iOS, Google’s Android, Microsoft’s Windows—CaseManager will make your practice transportable. It moves with you as you travel to work, attend events, return home, take time off.
CaseManager frees attorneys to take their practice with them using any popular mobile phone or tablet, whether or not they can connect to the Internet.
Best of all, it's incredibly easy to learn and use.
After the introduction screen, you first see your Cases (and Matters) list. This is your home page.
Tap a case name and its dashboard opens. Here is your array of case management tools.
Your quick description of this case or matter.
This holds the important contacts for each case. Accepts all pertinent information. In the global navigation at the bottom, "Contacts" includes everyone from all cases in alphabetical order.
View your day, week, or month with a quick tap. It contains your entries from CaseManager Events and Tasks. An Event or Task added here will be included in your Event or Task list. Your entries for each day appear below the calendar grid. For a list of all entries, tap “list view.”
Here enter information or thoughts about the case using keyboard, stylus, or finger.
Schedule your appointments, court appearances, occasions. They’ll automatically appear in your Calendar. Make a hard copy of your events list on many wireless printers.
CaseManager imports and carries documents of any length, from letters to deposition transcripts. Choose your import method: email, cloud storage, or iTunes (for iPad or iPhone). Documents can be annotated or edited by opening them in a third-party application then re-saving them in CaseManager.
CaseManager lets you list Tasks separate from Events, such as “Research a non-compete issue” or “Draft interrogatories.” Otherwise, they work the same way. Can appear in the Calendar if you'd like.
Time & Expenses
You’re likely to fall in love with this feature. Track your time (billable or not) and expenses per case, and also overall. Features include note-taking by means of keyboard, stylus, or finger and printing for billing and bookkeeping.
Enter your case facts and CaseManager puts them in chronological order. You’ll never be without an organized, comprehensive list of the facts of your case or matter.
Let CaseManager Help You With Your Day
When you start CaseManager, you are presented with the calendar for the day-showing your Events and your Tasks (unless you choose not to see your tasks!). If you prefer the Week View or Month View, they're right there.
Global Calendar with Today's Events/Tasks on phone
If you'd like a little amusement first, you can read CaseManager's daily newsfeed of interesting legal articles. (Swipe right or tap the CaseManager logo for the global menu.)
Newsfeed on phone
Time to focus on a case?
Swipe the screen to the right (or tap the CaseManager icon), choose Cases, and see your case/matter list. It is from this screen that you add a case or matter by tapping the + sign.
To focus on a particular case, tap it to view the case dashboard. There reside the 8 categories of information CaseManager organizes for you.
Like to see what’s doing for this case? Tap the Calendar, Events, or Tasks icon and see.
Like to add something—an Event, Task, Note, etc.? Tap the + sign in the desired category.
Events with + button
Would you like to record work done? There are several easy ways to do this. If the work was a planned Event or Task, all you have to do is go to the Event or Task, tap “Send to Time & Expenses”, enter the billing rate and amount of work done, and you’re finished. (If you wish, you can use Timer to time the work while you are doing it.) The work now appears in the list of time slips, which you can print.
Event screen with Send to Time and Expenses
Time slip with time and rate spaces
If the work was not planned, simply tap Time & Expenses, create a time slip with the +, and fill out the billing rate and amount of work.
Time slip creation screen
Are you in court? CaseManager can help you there. You can create and review your information (including document review) with or without the internet. Your cases and documents are in your hands in a second. In front of the judge? No problem—you can make notes by hand if you can’t type and they’re in the case file forever. (You can even email them.)
Court document on iPad
Handwritten Note on phone
With CaseManager’s 8 categories of information, you can pretty much do everything you have to do!