Legal Track

Legal case management for corporate legal departments

About Legal Track

Legal Track is a legal case or matter management solution which enables in-house counsel members of corporate legal departments to manage contracts and documents, track emails, delegate tasks, and more all from a single platform. Legal Track is built inside Microsoft Outlook and supports litigation and non-litigation matters, as well as e-billing capabilities for procession outside counsel invoices and invoice reviews. The platform is fully customizable with alerts and workflows, legal spend management, business intelligence, and Office 365 integration.

Legal Track allows users to create cases and track case-related emails from within Microsoft Outlook. Users can work on case files individually or invite other Legal Track members to work the case with them. Legal Track ensures all case-related documents are stored under the respective case file, giving users central access to all important case documents. Keyword search functionality enables users to locate exact documents quickly. Legal Track integrates with Microsoft Word, allowing users to save working legal documents from Word automatically into Legal Track. Other document management tools include version control, document check in/check out, author comments, and read/write privilege management.

Legal Track helps users keep track of important case information by attaching all incoming and outgoing emails to a case file. Smart matching technology identifies and attaches email threads to cases automatically. Users can set-up notifications to receive alerts when important deadlines or court filings are approaching. Legal Track enables users to create and delegate tasks, as well as manage appointments from the Outlook calendar. Reporting and real-time dashboard tools give users valuable insight into legal budgets, tasks, caseloads, performance benchmarks, and more. Legal Track also supports an outside counsel portal which enables in-house counsels to share and collaborate on case files with outside counsel members in real-time.

Key benefits of Legal Track

• Legal Track allows users to work from within Microsoft Outlook to create cases and track case-related emails conveniently from the same screen.

• Microsoft Word integration allows users to save working legal documents from Word directly and automatically into the Legal Track platform.

• Drill down dashboards and reports give users insight into critical data like legal budgets, caseloads and performance benchmarks.

• Streamline the invoice review process with electronic billing capabilities. The e-billing system checks invoices for errors automatically.

• Share case files with outside counsel members in real time through Legal Track’s outside counsel portal. Outside counsel members only see restricted areas of the case.

Devices

Business size

S M L

Markets

United States

Supported Languages

English

Images

Assign matter files to individuals or multiple users or teams
Attach all important case-related documents to their respective case file
Users only need to click the track button once and all subsequent emails will be automatically archived under a particular case file
Users can set-up automated workflow reminders
Delegate tasks among team members
Drill down dashboards and reports give users insight into critical data like legal budgets
View 7 more
Legal Track video
Legal Track screenshot: Assign matter files to individuals or multiple users or teams Legal Track screenshot: Attach all important case-related documents to their respective case file Legal Track screenshot: Users only need to click the track button once and all subsequent emails will be automatically archived under a particular case file Legal Track screenshot: Users can set-up automated workflow reminders Legal Track screenshot: Delegate tasks among team members Legal Track screenshot: Drill down dashboards and reports give users insight into critical data like legal budgets

Features

Total features of Legal Track: 59

  • Access Controls/Permissions
  • Activity Tracking
  • Alerts/Notifications
  • Appointment Management
  • Approval Process Control
  • Archiving & Retention
  • Assignment Management
  • Benchmarking
  • Billing & Invoicing
  • Budgeting/Forecasting
  • Buy Side (Suppliers)
  • Calendar Management
  • Case Management
  • Case Notes
  • Claims Management
  • Client Management
  • Client Portal
  • Collaboration Tools
  • Commenting / Notes
  • Communication Management
  • Completion Tracking
  • Compliance Tracking
  • Conflict Management
  • Contact Management
  • Contract Drafting
  • Contract Lifecycle Management
  • Contract/License Management
  • Cost Tracking
  • Data Extraction
  • Database Support
  • Document Automation
  • Document Classification
  • Document Generation
  • Document Management
  • Electronic Signature
  • Email Management
  • Email Tracking
  • File Management
  • Full Text Search
  • Government Contracts
  • Invoice Processing
  • Microsoft Outlook Integration
  • Pre-built Templates
  • Progress Tracking
  • Real Time Data
  • Records Management
  • Reminders
  • Reporting & Statistics
  • Reporting/Analytics
  • Search/Filter
  • Self Service Portal
  • Sell Side (Customers)
  • Specialty Contracts
  • Task Management
  • Team Collaboration
  • Third Party Integrations
  • Time Tracking
  • Version Control
  • Workflow Management

Alternatives

HarmonyPSA

4,5
#1 Alternative to Legal Track
HarmonyPSA supports the entire business lifecycle, from lead generation to contract renewal. It is designed...

Odoo

4,2
#2 Alternative to Legal Track
Odoo is a fully-integrated, customizable, and open-source suite of business applications. A majority of the business...

App4Legal

4,7
#3 Alternative to Legal Track
App4Legal is a fully integrated and mobile optimized law practice management solution designed for use by law firms,...

monday.com

4,6
#4 Alternative to Legal Track
monday.com is a cloud-based Work OS, where teams create workflow apps in minutes to run their processes, projects, and...

Reviews

Overall rating

4,8 /5
(10)
Value for Money
4,9/5
Features
4,9/5
Ease of Use
4,8/5
Customer Support
5/5

Already have Legal Track?

Software buyers need your help! Product reviews help the rest of us make great decisions.

Write a Review!
Showing 5 reviews of 10
Denise D.
Overall rating
  • Industry: Computer Networking
  • Company size: 1 001-5 000 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

User Friendly

Reviewed on 2019/03/29

Tracking legal matters for corporate department was non-existent prior to this product. Now I can...

Tracking legal matters for corporate department was non-existent prior to this product. Now I can run reports in seconds that have impressed management with detail and amount of data.

Pros

Ease of use; very user friendly; reporting features

Cons

Interface with Sharepoint for storing documents can be cumbersome but nothing that negates the positives of the product

John T.
Overall rating
  • Industry: Law Practice
  • Company size: 2-10 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Small Law office LegalTrack user

Reviewed on 2020/06/03

I am not a "corporate legal" customer for LegalTrack but I would assume it would be even be better...

I am not a "corporate legal" customer for LegalTrack but I would assume it would be even be better than my customized, small law office, solution because there would be more similarities with corporate legal departments.

Pros

LegalTrack is the bedrock of our law office operation. We use it to track client matters, client contacts and client documents. This is just the beginning. Then, we leverage LegalTrack to interface with Sharepoint, Outlook, and now, Microsoft Teams. Then comes reports and deadline tracking. We use LegalTrack to track our daily deadlines and to generate reports to show how each part of our business process is functioning. Moreover, we can export data to Excel, which is super valuable to us. And last, but not least, LegalTrack and their team allow us to customize any function/feature that we need/want in our business. That is a huge difference between LegalTrack and using a "boxed" solution with little control of features.

Cons

LegalTrack uses Microsoft Dynamics. Because Microsoft is constantly inventing and creating new features and platforms, there are changes that need to be made to your customized solution when these changes occur. That said, the changes are almost always positive in the end. It comes with the territory and while frustrating sometimes during these period of Microsoft changing their base code, it's worth the effort.

Jeanne G.
Overall rating
  • Industry: Insurance
  • Company size: 1 001-5 000 Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Ease of Use
  • Customer Support
  • Likelihood to recommend 8.0 /10

Legal Track is just what we needed.

Reviewed on 2019/03/25

Before Legal Track, we were using individual spreadsheets to track and document over 2,000 medical...

Before Legal Track, we were using individual spreadsheets to track and document over 2,000 medical disputes. The shortcomings of that method are obvious. Legal Track worked with us to customize their program to our needs, and there is very little that I would change about its functionality.

Pros

This software makes it possible for all users to create and edit cases simultaneously. The system-generated reminders are a great feature; we never miss a due date! It is easy to sort and filter information for reporting purposes. Legal Track has much more functionality than perhaps we need, but it has had a profoundly positive effect on our team.

Cons

Running Legal Track tends to slow down Outlook, however, that is due to our own application shortcomings. Also, we find that large attachments sometimes do not upload into Legal Track, which means the emails that they are attached to also do not upload to the file.

Timothy M.
Overall rating
  • Industry: Alternative Dispute Resolution
  • Company size: 11-50 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Ease of Use
  • Likelihood to recommend 10.0 /10

Legal Track Software is 2nd to None!

Reviewed on 2019/03/22

All of our Agents and Staff can get the big picture of the clients and cases they are responsible...

All of our Agents and Staff can get the big picture of the clients and cases they are responsible for. Legal Track helps our organization move our case through the many levels of the Hearings and deadlines with the ease and the clicks of a mouse. The "Set Regarding" email feature allows us to attach emails and attachments directly to the pending case and tracking.

Pros

1. Outlook & Sharepoint functionality is superb!
2. Customer Service is excellent and very professional.

Cons

I wish it would have been available earlier before using other software that made the promises but couldn't back their product with results that actually work.

Nick G.
Overall rating
  • Industry: Nonprofit Organization Management
  • Company size: 501-1 000 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Legal Track Review

Reviewed on 2019/03/25

We needed a system to help track our matters and our time. Legal track is very easy to use,...

We needed a system to help track our matters and our time. Legal track is very easy to use, especially as an outlook plug-in, and the learning curve is relatively fast for a product that offers a lot of features.

Pros

How well it integrates with microsoft outlook.

Cons

I wish there was off-line use. It's not a huge deal b/c I am online most of the time.

Showing 5 reviews of 10 Read all reviews

Legal Track FAQs

Below are some frequently asked questions for Legal Track.

Legal Track offers the following pricing plans:

  • Starting from:
  • Pricing model: Subscription
  • Free Trial: Not Available

Contact Legal Track for pricing information.

We do not have any information about Legal Track features

Legal Track has the following typical customers:

2-10, 11-50, 51-200, 201-500, 501-1 000, 1 001+

Legal Track supports the following languages:

English

Legal Track supports the following devices:

Android (Mobile)

Legal Track integrates with the following applications:

Microsoft 365, Microsoft Excel, Microsoft Outlook, Microsoft SharePoint

Legal Track offers the following support options:

Phone Support, Chat

Related categories

See all software categories found for Legal Track.