Case Management
Case Management Software Built for Practicing Lawyers
Managing a law practice means juggling dozens of active matters, each with its own deadlines, documents, and client expectations. Barristr gives you a single place to track every matter from intake to close — with conflict checks, status tracking, activity logs, and permission controls built into the workflow, not layered on top of it.
Full Matter Lifecycle Management
Every matter moves through a predictable lifecycle: intake, active work, resolution, and closure. Barristr tracks each phase with clear status indicators so nothing falls through the cracks. When a matter is opened, the system creates a structured file with all required fields for your practice area — family law matters capture different data than commercial litigation, and Barristr reflects that automatically. Matter templates let you standardize how your firm opens new files, ensuring consistency across attorneys and practice groups.
- Status tracking from open to active to closed to archived with full audit trail
- Practice-area-specific matter templates with custom fields
- Matter progress indicators tied to completed milestones and upcoming deadlines
- Automated matter closure checklists to ensure all tasks are complete before archiving
Client Intake with Automated Conflict Checking
Ethical obligations start before you open a file. Barristr runs a comprehensive conflict check at the point of intake — not as an afterthought. The system searches across all parties, corporate affiliates, former names, and related entities in your entire matter history. AI-assisted fuzzy matching catches near-matches that exact string searches miss: alternate spellings, name variations, and corporate subsidiaries are all flagged for attorney review. The conflict check report is saved to the matter file as a permanent record of your due diligence.
- Automatic conflict check triggered at point of intake before file opening
- AI-assisted fuzzy matching across parties, affiliates, and former names
- Permanent conflict check reports saved to the matter file
- Customizable intake forms that capture practice-area-specific information
Real-Time Matter Status Tracking & Dashboard
Your matter dashboard shows every active case at a glance: status, next deadline, assigned attorney, and budget health. Filter by practice area, responsible attorney, client, or status. Sort by deadline urgency to see what needs attention today. The dashboard updates in real time as your team logs time, uploads documents, and completes tasks — no refresh needed. For firm management, the aggregate view shows workload distribution across attorneys, helping you spot imbalances before they become burnout.
Custom matter views let each attorney organize their caseload their own way — kanban boards for visual thinkers, table views for spreadsheet lovers, and calendar views for deadline-driven practitioners. Save and share views with your team so everyone uses the same lens when discussing case status in weekly meetings.
- Real-time dashboard with filter by practice area, attorney, client, or status
- Kanban, table, and calendar view options for matter organization
- Deadline urgency sorting to surface matters that need immediate attention
- Workload distribution view across all attorneys for firm management
- Shareable custom views for consistent team communication
Complete Activity Logs & Audit Trail
Every action taken on a matter is logged automatically: document uploads, time entries, status changes, email associations, deadline modifications, and team assignments. The activity log gives you a chronological timeline of everything that has happened on a case, making it easy to get up to speed when you inherit a matter or need to answer a client question about what has been done. Activity logs are immutable — they cannot be edited or deleted — providing a defensible record for malpractice insurance and client disputes.
- Automatic chronological logging of all matter activity
- Immutable audit trail that cannot be edited or deleted
- Filter activity by type: documents, time, emails, deadlines, or status changes
- Export activity logs for compliance audits and malpractice defense
Role-Based Permission Controls for Legal Teams
Not everyone at your firm should see every matter. Barristr provides granular, role-based access controls that let you restrict matter visibility by attorney, practice group, or team. Paralegals can view assigned matters and log time without seeing billing rates. Associates can manage their caseload without accessing firm-wide financial reports. Ethical walls for conflicted matters are enforced at the system level — not by honor system — so confidential information stays contained even in a shared office environment.
- Granular role-based access: partner, associate, paralegal, and admin roles
- Ethical wall enforcement at the system level for conflicted matters
- Matter-level permission overrides for sensitive cases
- Permission audit log showing who accessed what and when
Related Matter Linking & Cross-Referencing
Legal matters rarely exist in isolation. A corporate client's breach of contract case may be related to a concurrent regulatory investigation, a parallel arbitration, or an earlier engagement that provides crucial context. Barristr lets you link related matters bidirectionally — so navigating from one case to its companions is a single click. Cross-matter search lets you find documents, time entries, and communications across all linked matters at once, turning a web of related files into a navigable graph instead of disconnected silos.
- Bidirectional matter linking with configurable relationship types
- Cross-matter search across documents, time entries, and communications
- Visual relationship graph showing all connected matters for a client
- Consolidated reporting across related matters for client-level analysis
Manage Every Matter in One Place
From intake to close, Barristr gives you complete visibility into every active case. Start your free trial and see how organized your practice can be.
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