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Mitratech CaseCloud™ Legal Case & Matter Management (formerly AdvoLogix)

Your Key to Unlocking Smarter Legal Case and Spend Management

Overview

Legal case and matter management software that conforms to unique workflows and organizational practice standards, while providing industry-leading security and reliability.

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See How Mitratech CaseCloud™ Legal Case & Matter Management (formerly AdvoLogix) Works

  • Modernize legal operations with a secure, native Salesforce case management solution for law firms, corporate & government.

  • Centralize matters, automate unique workflows, and streamline intake to resolution processes.

  • Native Salesforce dashboards for real-time reporting on caseloads, spend, and outcomes. Gain real-time insights to optimize legal spend, improve profitability, and reduce risk.

  • Matter Management: Tailor matter definitions, creation, and workflows to your specific practice areas.

  • Automated Case Intake & Triage: Streamline requests and assign the right resources instantly.

  • Document Management & Automation: Seamless integration with Mitratech HotDocs, iManage, NetDocuments, Google Drive, and SharePoint.

  • Workflow Automation: Built-in legal flows, approval processes, and alerts—extensible with Mitratech TAP for complex logic.

  • Financials: Timekeeping, expense tracking, budgeting, and invoice analysis.

  • Collaboration and Project Management: Rich case details and oversight. Integrated Gmail and Outlook plugins to capture emails directly into matter files.

Mitratech CaseCloud™ (formerly AdvoLogix) is the premier legal case management and matter management solution built for the Salesforce platform. Trusted by law firms, corporate legal departments, and public sector agencies (including Public Defenders), CaseCloud combines enterprise-grade security with the flexibility to handle complex legal workflows. CORE FEATURES • Legal Case Management: Tailor matter definitions, creation, and workflows to your specific practice areas. • Automated Case Intake: Streamline requests and assign the right resources instantly. • Document Management & Automation: Seamless integration with Mitratech HotDocs, iManage, NetDocuments, Google Drive, and SharePoint. • Workflow Automation: Built-in legal flows, approval processes, and alerts. Extensible with Mitratech TAP for complex logic. • Financials: Timekeeping, expense tracking, budgeting, and invoice analysis. • Case Project Management: Rich case details and oversight. • Collaboration: Integrated Gmail and Outlook plugins to capture emails directly into matter files. • Legal Analytics: Salesforce dashboards for real-time reporting on caseloads, spend, and outcomes. Contact us today to learn more!

Categories

Business Needs
Productivity
Document Management
Project Management
Industries
Government
High Tech
Professional Services
Personas
Administrator
Business Operations Manager
Business User
Features
Native App
Built exclusively on the Salesforce Platform, ensuring reliability and performance.
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Multiple Currencies
Supports Salesforce orgs that use Multiple Currencies.
Person Accounts
Supports Salesforce orgs that use Person Accounts.
Salesforce Shield
Supports Salesforce orgs that use Shield.
Community Builder
Ready to use in the Salesforce Community Builder.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
Lightning App Builder
Ready to use in the Salesforce Lightning App Builder.
Salesforce Mobile
Supports Salesforce for iOS and Android.
Accessible Solution
This company indicates that their solution meets certain accessibility standards. To learn more, review the Accessibility Conformance Report provided by the company. We don't independently audit a solution's accessibility.
View Report
Native App
No Limits
Lightning Ready
Multiple Currencies
Person Accounts
Salesforce Shield
Community Builder
Managed Package
Lightning App Builder
Salesforce Mobile
Accessible Solution

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