---
title: "CaseCloud Software Pricing, Alternatives & More 2026 | Capterra"
description: "With the help of Capterra, learn about CaseCloud Software - reviews, pricing plans, popular comparisons to other Law Practice Management products and more."
source_url: "https://www.capterra.com/p/115111/AdvoLogix/"
page_type: "product"
language: "en"
---

# 

 CaseCloud Software Review 2026: Features, Reviews, Integrations, Pros & Cons

Last updated on August 26, 2026

Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team.

[Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)

CaseCloud

## What is CaseCloud?

Mitratech CaseCloud™ is secure, configurable case and matter management software for law firms, corporate legal teams, and public sector agencies that manage complex legal work and require strong security, compliance, operational visibility, and financial oversight. Built on Salesforce, CaseCloud enables role- and practice-specific dashboards, real-time intake and automated matter setup, and automatic generation of tasks, workflows, folders, and reports. Real-time visibility across cases, matters, portfolios, and matter-level financial data supports improved oversight and resource planning. Key capabilities include: Role- and practice-based dashboards and matter views Automated intake and workflow generation Visibility into matter activity and matter-level financial data Enterprise-grade security with role-based access controls Integrations with billing systems, document management, e-signature tools, and Salesforce AppExchange applications

## What is CaseCloud used for?

[Law Practice Management](https://www.capterra.com/law-practice-management-software/)[Legal Calendar](https://www.capterra.com/legal-calendar-software/)[Legal Accounting](https://www.capterra.com/legal-accounting-software/)

Overall rating

Based on 0 user reviews

Reviews sentiment

Positive

\-

Neutral

\-

Negative

\-

Starting price

$100

Per User, Per Month

Free trial  
not available

Capterra Shortlist charts the highest-rated and most popular products...

Our "Best of" badge program showcases products with the highest ratings...

Our "Best of" badge program showcases products with the highest ratings...

## CaseCloud alternatives

Highest Rated

[4.8 (70)](https://www.capterra.com/p/177627/Xakia/reviews/)

Starting price

$95.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

99%

of reviewers

rated it above 4 stars

[4.4 (288)](https://www.capterra.com/p/140815/Filevine/reviews/)

Starting price

Contact vendor for pricing

Pricing Options

Free Trial

Free Version

User Rating

87%

of reviewers

rated it above 4 stars

[4.6 (73)](https://www.capterra.com/p/178827/GrowPath/reviews/)

Starting price

$79.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

92%

of reviewers

rated it above 4 stars

[4.7 (1,744)](https://www.capterra.com/p/105428/Clio/reviews/)

Starting price

$49.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

94%

of reviewers

rated it above 4 stars

## FAQs about CaseCloud

Overview

### What company size and specific industries is CaseCloud built for?

CaseCloud is designed for law firms, corporate legal teams, and public agencies that manage complex legal work and need secure, configurable case and matter management. It fits organizations handling legal operations across small, mid-sized, or larger teams, especially in legal services, corporate legal departments, and government settings.

Features and Usability

### What are the key features of CaseCloud?

CaseCloud offers legal case management, matter management, and case notes, plus client management and a client portal. It also includes time tracking, time and expense tracking, billing and invoicing, trust accounting, deadline management, document management, workflow management, reporting and statistics, and access controls/permissions.

Integrations

### Which third-party tools and platforms does CaseCloud integrate with?

CaseCloud connects natively to 8x8 Cloud Communication Platform, Docusign, Google Docs, SharePoint, Evernote Teams, Five9, Conga Composer, and Contract Express, with additional integrations for Accounting Seed, Jitterbit, Nintex DocGen for Salesforce, and Revenue Grid. It supports more than 20 integrations across communication, document generation, email, accounting, and data tools.

Getting Started and Support

### What training and onboarding options does CaseCloud offer?

CaseCloud provides in person training, live online sessions, webinars, documentation, and videos to help teams get started. In person and live online formats support guided instruction, webinars cover group learning, documentation offers written reference material, and videos provide visual, on-demand learning resources.

Getting Started and Support

### What customer support options does CaseCloud offer?

CaseCloud provides Email/Help Desk, FAQ/Forum, Knowledge Base, Phone Support, and Chat. No reviewer feedback about support experience is available, so the support experience cannot be described further from user sentiment.

## Features

AI summary

Based on 1,608 Law Practice Management reviews

Capterra data shows that buyers of law practice management software rank the following features as their top priorities:

-   **Legal Case Management** (**68%** of reviewers rated this feature as critical)
-   **Billing & Invoicing** (**69%**)
-   **Document Management** (**49%**)

CaseCloud supports all three of the features reviewers value most: **Legal Case Management**, **Billing & Invoicing**, and **Document Management**. Together, these capabilities help law firms organize case details, manage client billing accurately, and keep important files accessible in one place, allowing teams to work more efficiently and maintain better control over daily legal operations.

Access Controls/Permissions

Define levels of authorization for access to specific files or systems

Accounting

Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc.

Activity Dashboard

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Activity Tracking

Track and document all activities across devices, networks, and other systems

Alerts/Notifications

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

API

Application programming interface that allows for integration with other systems/databases

CaseCloud 52 features

### All Features
- Access Controls/Permissions: Define levels of authorization for access to specific files or systems
- Accounting: Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc.
- Activity Dashboard: Dashboard to view the status of ongoing processes, identify current incidents and track past activities
- Activity Tracking: Track and document all activities across devices, networks, and other systems
- Alerts/Notifications: Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
- API: Application programming interface that allows for integration with other systems/databases
- Billable Items Tracking: Track the list of items required to be billed/invoiced to clients
- Billing & Invoicing: Create, manage, and send invoices or bills to customers
- Billing Rate Management: Setting up the amount/charge for per hour of work by a company or professional
- Calendar Management: Track and manage schedules and meetings via an integrated calendar
- Case Management: Work on a set of tasks related to a particular charge, patient, legal issue or any other complex entity or process
- Case Notes: Access and track notes regarding case activities and updates within case files
- Client Management: Manage contact details and communication with clients
- Client Portal: Private online space that lets businesses securely share documents and provide information access to clients
- Communication Management: Manage and track all internal and external communication conducted via calls, email, text, or chat
- Compliance Management: Track and manage adherence to policies for any service, product, process, or supplier
- Conflict Management: Search and check for conflicts of interest or statutes of limitations
- Contact Database: Centralized database of stakeholders and their contact information such as names, address, phone number etc.
- Contact Management: Manage, organize, and store contact information
- Contract/License Management: Track, store, and access client contracts or licenses
- CRM: Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system
- Customizable Fields: Customize data fields to support various needs and use cases
- Customizable Forms: Customize contracts and forms to collect specific information
- Customizable Reports: Alter the layout and content of reports
- Customizable Templates: Pre-designed layouts that can be customized to match preferences and requirements
- Data Import/Export: Import and export data to and from software applications
- Deadline Management: Specify or track the date/time a project, task, etc., is due for completion
- Docket Management: Manage and maintain a detailed record of information and updates associated with each court case
- Document Generation: Custom forms to streamline repetitious aspects of a document
- Document Management: Store, manage, and track all electronic documents in a centralized location
- Document Templates: Customizable sample documents that contain placeholder text or a standard layout that can be repeated for each new file
- Email Management: Manage, store and organize emails within the system or via third-party apps
- Expense Tracking: Monitor and record expenses such as purchases or charges incurred
- File Management: Create, save, and store files
- Forms Management: Store, manage and track all forms in a centralized location
- Full Text Search: Search for specific words or phrases within a document or database
- Invoice Processing: Creation, processing, verification, and execution of invoices till the payment is made
- Legal Case Management: Systematic approach to handling legal cases, matters, or projects within a law firm or legal department
- Matter Management: Manage and track all matters, contracts, and documents across the day-to-day legal lifecycle.
- Mobile Access: Access software remotely via mobile devices
- Records Management: Ability to record, store, update, and retrieve information
- Reminders: Timed notification for any upcoming task, deadline, appointment, or activity
- Reporting & Statistics: Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
- Spend Management: Track the amount of money spent on a certain product or with a certain supplier
- SSL Security: Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access
- Task Management: Create, manage and track all task activities and progression
- Task Progress Tracking: Track the status and progress of tasks
- Third-Party Integrations: Set up connections to third-party platforms to improve business processes
- Time & Expense Tracking: Log and record hours worked and costs spent to assist in billing and invoicing
- Time Tracking: Measure and track time including hours worked and paid time off (PTO)
- Trust Accounting: Manage bookkeeping for client trust accounts
- Workflow Management: Create, design and manage workflows for repetitive tasks

---

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## Pricing

Basic

$100.00

Per User,Per Month

## Integrations

[

Google Docs](https://www.capterra.com/p/160756/Google-Docs/)[

Docusign](https://www.capterra.com/p/121506/Docusign/)[

Evernote Teams](https://www.capterra.com/p/154969/Evernote-Business/)[

Zapier](https://www.capterra.com/p/130182/Zapier/)[

Five9](https://www.capterra.com/p/132405/Five9/)[

Accounting Seed](https://www.capterra.com/p/133966/Accounting-Seed/)[

LinkPoint Connect](https://www.capterra.com/p/138987/LinkPoint-Connect/)[

Chrometa](https://www.capterra.com/p/100908/Chrometa/)

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## Support, customer service and training options

Support

-   Email/Help Desk
-   FAQs/Forum
-   Knowledge Base
-   Phone Support
-   24/7 (Live rep)
-   Chat

Training

-   In Person
-   Live Online
-   Webinars
-   Documentation
-   Videos

Deployment

-   Web
-   Android
-   iPhone/iPad

Typical users

-   Freelancers
-   Small businesses
-   Mid size businesses
-   Enterprises

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