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

By MitratechDocument Management

Rating: 4.9
Reviews: 59
Pricing: Paid
Listed since: 2012

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

Your Key to Unlocking Smarter Legal Case and Spend Management

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!

Highlights

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.

Screenshots

Pricing

Paid.

Please call us toll-free at (888) 784-7224.

Compatibility

Requires: Platform Cloud
Salesforce editions: Enterprise
Unlimited
Performance
Developer
Salesforce Platform
Lightning Experience: Supported
Salesforce mobile app: Supported
Salesforce security review: Passed on July 10, 2025
Industries: Government
High Tech
Professional Services
Languages: English