In a fast-paced and ever-changing legal industry, having centralized legal case management software helps to ensure that nothing falls through the cracks. 

If you are looking for a legal case management software to help your law office be more organized and efficient, let us show you why Airtable is the right choice.

Using Airtable as Your Case Management Platform

It's no secret that Airtable is a leading legal case management software platform. It is the #1 no-code platform in America! So we are thrilled to share with you some of our favorite features and understand why Airtable can help meet the needs of your law practice.

How Does Legal Case Management Software Work?

Legal case management software helps lawyers by making their work easier. 

Good legal case management software will allow you to do the following:

• keep track of all your case details in one place
• collaborate with your team on cases
• easily search for and find information
• generate reports to help you make decisions
• automate repetitive tasks like document creation

While there are many different types of legal professionals, each with its own specific needs, we believe that Airtable can provide a great solution for any law firm. Let's look at some specific ways Airtable can help you with legal case management.

Why Choose Airtable for Your Law Firm?

Airtable is a leading legal case management software platform. Features like time tracking, document management, tracking, workflow automation, and billing management are built-in.

It is an alternative to expensive preconfigured software for law firms of different sizes, like Clio or PracticePanther. Airtable smooths out everything from legal research to contact management, client communication, expense tracking, and office management.

Airtable has a myriad of features that set it apart from the competition and make it the perfect tool for your law firm to manage cases, including:

1.) Ease of Use

Airtable is designed to be easy to use, even for those who are not tech-savvy. Bright colors and an intuitive interface make adding, editing, and viewing case information simple. Unlike other outdated and complicated legal software solutions, you will not need to spend hours in training to learn how to use Airtable.

2.) Customization

Airtable is highly customizable, which means you can tailor it to fit the specific needs of your law firm. You can create custom views and fields and even add formulas to automate tasks.

3.) Collaboration

Airtable makes it easy to collaborate with your team. You can easily share case information and documents and leave comments for your team members.

4.) Tracking and Billing

Airtable's tracking and billing features make it easy to track time and expenses. Legal teams can track billable time and manage the billing process in one platform. You can create custom reports to see where your cases are and generate invoices with the click of a button.

5.) Document Management

Airtable's document management features make it easy to keep track of your client files and legal documents. You can upload files, add comments, and electronically sign and store documents.

6.) Integration

Airtable integrates with many popular applications, making it even more powerful. You can connect Airtable to your email, calendar, and CRM software to make your workflow even smoother.

The software lets you build your own apps to suit your law practice needs. Airtable has also developed an integration with other business systems law firms rely upon, like Salesforce and Xero, accounting software like QuickBooks, and other programs. 

Airtable can be integrated with these systems to reduce the time spent on administrative tasks. These integrations allow your law firm to spend time on what's important.

How to Use Airtable for Law Practice Management

Airtable is both a cloud-based and integrated solution with features like time tracking, document management, billing, and invoices built-in.

For example, Airtable can estimate the time required for a task, when a client needs to be billed, or if they're overdue for an invoice. It can also store client information, manage case files, handle document automation, help with operating accounts, and much more.

Airtable Creates Seamless Workflow

Lawyer Lauren DeBellis Aviv uses Airtable as legal management software in her firm every day to manage client data, assemble legal cases, and more. 

"Airtable allows me to track my staff's workload, keep a tab on the company's receivables, have all client notes in one place so everyone can easily pick up on a case if needed, assign tasks to staff (and track completion), creates a seamless client contact list, so I have everyone's information in one place for blast emails, and lets me know each case is at in our process. This helps each attorney/staff member track his/her workload and prioritize work accordingly."

Lauren DeBellis Aviv - DANIEL AHARONI & PARTNERS LLP

Key Features

There are a few key ways to get the most out of Airtable for your law firm:

1.) Use Views to Organize Your Cases

Views are a way to organize and filter information in Airtable. You can create custom views for each stage of your case and even create views for specific tasks or project stages. It will help you keep track of your cases and make it easy to find the information you need.

2.) Use Formulas to Automate Tasks

Airtable's formulas can be used to enhance task management. For example, use formulas for creating invoices or sending reminders. You can also use formulas to calculate billable hours or create reports.

3.) Use the Integration Features

Airtable integrates with several popular business applications. It makes it easy to manage your law firm using one platform for multiple legal departments. You can connect Airtable to your email, calendar, and CRM software to make your workflow and that of your whole law firm even smoother.

4.) Use the Apps Feature

Airtable's app feature lets you build custom applications to suit your needs. You can automate tasks or even create custom reports using the app feature. One popular way to use apps is to streamline the client intake process.

5.) Use the Collaboration Features

Airtable's collaboration features make it easy to share information with your team. You can easily share case information and documents and leave comments for your team members while keeping sensitive client records in a secure client portal.

6.) Use the Tracking Features

Airtable's tracking and billing features make it easy to track time and expenses. In one place, legal teams can track billable time and process payments. You can create custom reports to see where your cases are.

Beat Inefficiency

This software makes it easier for you to eliminate inefficiencies and track your law firm's performance. Getting rid of paper and doing everything digitally from one place will help streamline your law firm's cases, so you can focus on what's important.

As a legal case management software, Airtable can help your law firm improve its workflow in several ways.

These include:

• Collaborative Data across all of your teams, allowing you to save time understanding the status of each case, from initial consultation to case closed.
• Side-by-side comparisons based on client needs and data analysis so you can better understand the best route for your case.
• Highlighting the most important information of any given case in one easy view so that you don't have to keep scrolling through pages and pages of data.
• Built-in alerts when certain dates/milestones come up so that you don't miss anything.
• Client Management so you can track a client from initial consultation to case closed, including important dates, with just a click.

Benefits

The many features available in Airtable allow legal professionals to gather all the data they need in one place to make more informed decisions.

Airtable is flexible and can be customized to each law firm's specific needs, which makes it a valuable tool for managing an ever-changing workflow.

When it comes to legal case management, Airtable offers several features that can help streamline your legal practice.

Getting Started

Ready to use Airtable to take control of task management and streamline your legal practice? There are two ways to get started.

Do It Yourself

If you want to configure Airtable for your legal practice yourself, check out Airtable's free trial periods. Multiple plan options give law firms different capabilities.

Not Sure Where to Start?

Don't worry; Ace Workflow has an All-in-One Legal Case Management Software template available for download today; check out our product page. It's a great way to create your own legal practice management software. It's the smart way to help manage legal cases and make sure your team is able to collaborate and maintain accurate data in one easy-to-use system.

Frequently Asked Questions

Can Airtable Be Customized to Meet My Specific Law Firm’s Needs?

Yes, Airtable is highly customizable. Small law firms and large law firms alike take advantage of the flexibility of Airtable to manage their legal cases.

Will Airtable Use All of My Computer’s Storage?

As a cloud-based solution, Airtable uses very little of your computer's storage. It allows for easy collaboration, as legal case management can be conducted from anywhere.

How Long Does It Take To Set Up Airtable?

It depends on how you want to use Airtable. Airtable is intuitive and easy to use. If you're starting from scratch, we recommend taking advantage of our All-in-One Legal Case Management Software template so you can explore all of the features and quickly build out your law firm's workflow.

What Are the Benefits of Using Airtable as Law Practice Management Software?

 Airtable offers several features that can help streamline your legal practice, such as client management, built-in alerts, and side-by-side comparisons. It has an easy-to-use interface and is highly customizable, so it can be easily tailored to fit the specific needs of any law firm.

How Can Airtable Help Streamline a Law Firm’s Workflow?

The legal industry is full of repetitive tasks, such as the assembly of legal documents, that Airtable can alleviate with tools like document automation. It also helps with client management as records can be viewed and stored easily. Additionally, when used as legal practice management software, Airtable streamlines task management by making collaboration possible. Data is visible across all of your teams, allowing you to save time understanding the status of each case, from initial consultation to case closed.