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Mitratech CaseCloud™ Legal Case & Matter Management (formerly AdvoLogix)
Your Key to Unlocking Smarter Legal Case and Spend Management
- Industries
- GovernmentHigh TechProfessional Services
- Business Need
- ProductivityDocument ManagementProject Management
- Requires
- Platform Cloud
Legal case and matter management software that conforms to unique workflows and organizational practice standards, while providing industry-leading security and reliability.
Compatibility
- RequiresThis solution requires these products in order to work. Before you implement the solution, check that you have these products.
- Platform Cloud
- Salesforce Editions
- EnterpriseUnlimitedForce.comDeveloper
App Details
- Version
- Mitratech CaseCloud Matter Management/1.166 1.166.0
- Listed On
- 06/14/2012
- Latest Release
- 02/03/2026
- Supported FeaturesNative AppBuilt exclusively on the Salesforce Platform, ensuring reliability and performance.No LimitsThis product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in HelpLightning ReadyOptimized for Salesforce orgs that use Lightning Ready.Multiple CurrenciesSupports Salesforce orgs that use Multiple Currencies.Person AccountsSupports Salesforce orgs that use Person Accounts.Salesforce ShieldSupports Salesforce orgs that use Shield.Community BuilderReady to use in the Salesforce Community Builder.Managed PackageThis product is installed in your Salesforce org as a managed package and receives automatic upgrades.Lightning App BuilderReady to use in the Salesforce Lightning App Builder.Salesforce MobileSupports Salesforce for iOS and Android.Accessible SolutionThis 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.
- Native AppNo LimitsLightning ReadyMultiple CurrenciesPerson AccountsSalesforce ShieldCommunity BuilderManaged PackageLightning App BuilderSalesforce MobileAccessible Solution
- Package ContentsIf this app is a managed package, the custom apps, tabs, and objects that it contains don't count against your Salesforce allocations. If this app is not a managed package, allocations apply. Learn More in Help
- Custom Objects: 96Custom Tabs: 53Custom Apps: 5
- Lightning Components
- Global: 107App Builder: 19Community Builder: 16
- Languages
- English
Security
Additional Details
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!
Need help?
Mitratech
Bee Cave, Texas
Free technical support and online training videos and webinars. Expert migration and configuration services available via certified partners. Professional customization and administration services available.