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Every Tool Your Firm Needs — Tailored to Your Practice

CaseWizard comes pre-configured for 30+ practice areas with customizable tracking, automated document templates, SharePoint integration, built-in billing, discovery management, and more.

PRACTICE-AREA CUSTOMIZATION

Pre-Configured for 30+ Types of Law

No two practice areas are alike. CaseWizard ships with detailed, ready-to-use tracking fields for over 30 types of law — from Personal Injury and Family Law to Admiralty, Intellectual Property, and Workers' Compensation. Every field, status, and workflow is fully customizable to match exactly how your firm operates.

Pre-built configurations for 30+ practice areas
Custom fields, statuses, and workflows per matter type
Easily adapt tracking to your firm's specific needs
Practice-Area Customization
DOCUMENT AUTOMATION & SHAREPOINT

Auto-Fill Templates. Store Everything in SharePoint.

Build your own document templates and let CaseWizard automatically fill them with live case data — party names, dates, court information, and custom fields. Every document is stored, synced, and assembled through full Microsoft SharePoint integration, so your team works within the ecosystem they already know.

Auto-fill templates with live case data in one click
Full SharePoint integration for storage and assembly
Version history, audit trails, and role-based permissions
SharePoint Integration
TIME TRACKING & INVOICING

Built-In Billing From Time Entry to Payment

Track every billable minute with one-click timers tied directly to cases and matters. Generate professional invoices in seconds, track payments, and keep your firm's revenue flowing — all without leaving CaseWizard.

One-click time entry linked to cases and matters
Professional invoice generation and delivery
Payment tracking and revenue analytics
Time Tracking & Invoicing
CALENDAR, ACTIVITY & DISCOVERY

Track Every Deadline, Action, and Discovery Request

Color-coded calendar integration for court dates, filing deadlines, and statute of limitations. Full activity tracking logs every action on every case. Built-in discovery management tracks interrogatories, document requests, depositions, and production deadlines — so nothing slips through the cracks.

Calendar integration
Complete activity tracking and audit logging
Discovery tracking for requests, depositions, and production
Calendar & Discovery
AND MORE

Everything Else Your Firm Needs

Beyond the core features, CaseWizard rounds out your practice with tools that keep your firm connected, secure, and productive.

Reports & Analytics

Track firm performance with revenue, productivity, and caseload reports built specifically for legal practice management.

Bank-Grade Security

256-bit encryption, SOC 2 compliance, role-based access controls, and full audit logging protect your clients' data.

Mobile Access

Access your cases, contacts, calendar, and time entries from any device with our responsive web application.

SharePoint Integration

Native SharePoint integration for document storage and assembly, keeping your entire team on the same platform.

Calendar Integration

Sync deadlines, court dates, and appointments. Keep your firm's schedule organized and never miss a critical date.

Ready to Transform Your Practice?

See how practice-area tracking, document auto-fill, SharePoint integration, and built-in billing can transform the way your firm operates. Schedule a free demo today.

No credit card required  ·  Free onboarding

Don't See What You Need?

We built CaseWizard to be the best practice management tool on the market — and we're not done yet. Our roadmap is driven by the firms that use us every day. If there's a feature you need, a workflow that could be smoother, or an integration that would save your team time — we want to hear about it.

Every feature request is reviewed by our product team
Regular updates shaped by real firm feedback
Dedicated support team that actually listens

Request a Feature

Have an idea that would make your practice run smoother? We'd love to hear it. Drop us a line and our product team will be in touch.

Submit a Feature Request