Legal Case Management Software for Law Firms2026-08-17T16:40:12-04:00

Legal Case Management Software

Every case, document, deadline, and bill — in one connected platform.

RunSensible’s cloud-based legal case management software keeps your matters, documents, calendars, time entries, bills, and client communications connected in one place, so your firm spends less time on administration and more time on billable work.

Legal Case Management Software

What is legal case management software?

Legal case management software is a tool law firms use to organize cases and clients in one system. It links every client, contact, document, calendar event, note, time entry, and bill to the relevant case, so your team can find information quickly, meet deadlines, and bill accurately. Cloud-based systems like RunSensible make this information available from any device, in the office or in court.
With RunSensible, case management is part of a connected platform that also handles client intake, CRM, document automation, e-signatures, billing, payments, accounting, and trust accounting — so case data flows through your whole practice without duplicate entry.

Why law firms choose RunSensible for case management

See every case at a glance

Open any matter and see its complete picture: contacts, documents, emails, notes, tasks, calendar events, time entries, and bills, all linked to the case. Set case statuses to Open, Pending, or Closed and monitor progress across your entire firm from one dashboard.

Never lose track of a change

Track every modification made to a case — new entries, documents, and updates — including who made each change and when. A clear activity history keeps colleagues aligned and supports accountability on every file.

Work from anywhere

Access case documents, bills, and client information from any internet-connected device, or use the RunSensible mobile app when you’re in court or on the go.

No limits as you grow

Add as many matters, contacts, and leads as your practice needs — there are no caps and no extra charges for growing. Document storage is unlimited, so complete case files stay in one place.

Switching is easier than you think

Start by importing your contacts and leads yourself, directly in the platform. For everything else, our data migration team helps you move your case data from your current system, so nothing gets lost in the transition.
You’ll have real people to call, too. RunSensible offers accessible support by phone, live chat, and email — before and after you buy. Every plan includes a 14-day free trial with no credit card required.

Switching to RunSensible

Manage the full lifecycle of every case

Documents, organized and accessible

Store, edit, and organize case documents with data storage. Automate document creation from templates using case data, collect e-signatures, and find any file with fast search. With RunSensible Drive, you can work on matter files directly from your desktop and sync them securely to the cloud, so your team always has the latest version.

Tasks and deadlines that keep cases moving

Create task lists for each case, assign work to team members, set deadlines and priorities, and automate recurring tasks. Legal calendaring with automated reminders helps your firm track court dates and limitation deadlines, and syncs with Google Calendar and Outlook.

Time, billing, and payments connected to the case

Log time and expenses against the matter as you work, then generate invoices without re-entering data. Clients can pay online through your website or the client portal, and every payment syncs to your accounting records.

Trust accounting built in Time, billing, and payments connected to the case

Record trust transactions in line with regulations, keep client funds separate, reconcile accounts, and generate compliance reports. RunSensible has integrated accounting to keep your books consistent.

Secure collaboration with clients and co-counsel

Share updates, documents, and messages through secure online portals — RunSensible for Clients and RunSensible for Co-Counsel — instead of scattered email threads. Customizable permissions ensure people see only what they should.

Make the software fit your practice

Custom fields that power document automation

Create custom data fields that match your firm’s procedures or practice areas. Capture the details that matter for your cases, then reuse that data to generate documents automatically — accurate, consistent, and fast.

Your categories, rates, and budgets

Attach custom categories, task lists, billing rates, payment methods, and budgets to each matter, so every case follows your firm’s way of working.

Intake forms that create case profiles

Build custom online intake forms that capture client information and feed it straight into new matters — no retyping. You can even collect consultation fees, retainers, or trust deposits, through payment options like Stripe and PayPal.

Connect the tools you already use

Log emails, sync calendars, and keep case details up to date by connecting RunSensible with the software your firm relies on — including Outlook and Google and Zapier, with API access for custom connections.

Client Intake software FAQs

It centralizes everything related to a case — contacts, documents, deadlines, notes, emails, time entries, and bills — in one system. This reduces time spent searching for information, prevents missed deadlines, and makes billing faster and more accurate.

Case management focuses on the lifecycle of individual cases: parties, status, deadlines, documents, and communications. Practice management adds firm-wide operations such as billing, trust accounting, client intake, and reporting. RunSensible covers both in one connected platform, so case data flows into billing, accounting, and client communication without duplicate entry.

Yes. RunSensible is built for independent paralegals, solo lawyers, and small to large firms. There are no limits on matters, contacts, or document storage, and the platform is designed to be configured without technical staff.

Cost depends on whether the software is on-premise or cloud-based. Cloud platforms are generally more cost-effective for firms because of monthly pricing, included support, and automatic updates. RunSensible offers plans for firms of different sizes — see current pricing on our pricing page. Every plan includes a 14-day free trial and a 60-day money-back guarantee.

You can import contacts and lead lists yourself within the system. For data beyond that, our migration team helps you transfer information from your current legal case management solution, avoiding manual re-entry.

Case files are stored securely in the cloud with customizable user permissions, and client-facing payments are processed with PCI compliance. Secure client and co-counsel portals keep confidential communication out of unprotected email.

Start from your firm’s actual workflow: where you lose time, which tools you already use, and what your team will realistically adopt. Prioritize a platform that integrates with your email and accounting tools, supports your practice area, offers real support and migration help, and lets you test it with a free trial before committing.

Run every case from one place

Try RunSensible free for 14 days — no credit card required.

14-day free trial. No credit card required.

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