Legal Case Management: Lexis Visualfiles

Empower Your Business with Proven Legal Case Management: Lexis Visualfiles

Enhance your business, improve legal service delivery, reduce costs, and strengthen client communication to build better relationships. At its core, Lexis Visualfiles remains the leading legal case management software solution that consistently meets and surpasses client service expectations. But how? First, we need to understand what legal case management is…

What is Legal Case Management Software?

Legal case management software is a comprehensive tool designed to help law firms tackle the challenge of managing cases, delivering specialised legal services using automation to inspire greater efficiency, reduce costs, decrease administrative tasks, and mitigate the risk of human error. Ultimately allowing your fee Earners to carry more cases whilst not increasing risk.

Working as a centralised repository, legal case management systems help legal providers to efficiently organise and manage the full lifecycle of each individual legal case. It enables the firm to track the assignment and execution of services by its staff, ensuring that all tasks are completed accurately and on time. Law firms that deploy legal case management software can centralise all case-related information—such as client details, legal notes, documents, emails, and other communications—helping to streamline key legal processes, from initial case assessment to trial preparation, enabling firms to stay on top of deadlines, service tasks, and accurately manage workload.

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What to Look for in a Legal Case Management Solution

When choosing the best legal case management software for lawyers and their legal practices, it is important to prioritise software that is scalable, supports the specific needs of their practice area, and integrates seamlessly with other best-practice legal tools. By selecting the right legal case management software, firms can improve staff productivity, implement a standard way of working, refine workflows, reduce risk, and provide optimal client service.

What is Lexis Visualfiles Case Management and How Can it Help?

With over 30 years of experience harnessing the power of automation, Lexis Visualfiles is the industry-leading legal case management solution. A powerful and highly customisable case management system with over 25,000 users across the globe, it is designed to help law firms and legal departments manage their operations more efficiently, reduce risk, and increase business productivity and profitability. Renowned for its flexibility and scalable architecture, Visualfiles has a proven track record of helping law firms achieve success throughout the industry.

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Lexis Visualfiles: Legal Case Management

Features and Functionality

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1. Comprehensive Case and Matter Management to Improve Your Practice

Lexis Visualfiles offers a centralised repository for all case-related information, allowing you to store essential documents, client details, and communications in one place, improving team efficiency.

Customisable Workspaces: Tailor your workspace for different case types (e.g., conveyancing, debt recovery, litigation) to streamline legal case management.
Capture Case Data on Customisable Screens: Allow easy access to key data when required.
Progress Tracking: Set alerts and reminders for key tasks, deadlines, and milestones to ensure cases are managed efficiently.
Maintain One Source of Truth for Each Case: Store documents, emails, and notes in one user-centric location.
View and Track Case History: Track and view case history with a chronological audit trail, helping to remain compliant while providing a better understanding of the case lifecycle. Easily review documents, notes, and time logged against a case.

Find out more about Case Management

2. Document Creation, Management, and Automation

Automate document management with Lexis Visualfiles to ensure consistency and compliance with legal standards.

Automated Document Generation: Create legal documents and emails from pre-defined templates using relevant case information for efficiency and accuracy.
Document Assembly and Version Control: Streamline document creation by pulling relevant data from case files and managing document versions.
Document Bundling and Sharing: Easily create multiple document bundles in one operation. Eliminate the need for physical copies with seamless document sharing options, including email and digital storage. Easily convert Word documents to PDFs and access advanced pagination, indexing, and redaction features.
Eliminate the need for physical copies with seamless document sharing options, including email and digital storage.
Easily convert Word documents to PDFs and access advanced pagination, indexing, and redaction features.

3. Workflow Automation and Task Management

Improve your legal case management with Lexis Visualfiles' workflow automation tools.

Process Automation: Automate repetitive tasks, such as approvals and notifications, to minimise human error.
Integrated Task Management: Assign and track tasks linked to specific cases and deadlines for greater accountability.
Custom Workflows: Design bespoke workflows that meet your firm's unique needs for tasks such as client onboarding, document review, and approval processes.

4. Time Recording and Billing

Lexis Visualfiles offers comprehensive tools for time tracking and legal billing, ensuring accuracy and transparency.

Easy Time Tracking: Capture billable and nonbillable time directly within the system, supporting various billing models (hourly, fixed, contingency).
Flexible Billing: Generate detailed invoices that breakdown services rendered, payment terms, and costs. This can be done per case or as a bulk billing operation across multiple matters.
Consistent Cost Recording: Keep clear records of costs to easily review and report on case financials.
Performance Evaluation: Review case timesheets to understand work completed vs. time taken, helping to gain insight into team efficiencies, create benchmarks, and easily monitor departmental performance.

5. Integrated Reporting and Business Intelligence (BI)

Enhance your legal case management with integrated reporting tools.

Custom Reports: Repurpose data and create customized reports that track key performance indicators (KPIs), case progress, and financial performance.
Business Intelligence Tools: Analyse case performance and resource utilization to make data-driven decisions, integrating with tools like Microsoft Power BI to easily visualize your data and provide interactive business insights.

How to measure success through BI

6. Security and Compliance

Ensure the highest level of security and compliance for your legal case management.

Robust Security: Align with global security standards ISO 27001/27002 and protect sensitive data with encryption, role-based access, and audit logs.
Legal and Data Protection Compliance: Stay compliant with GDPR and other relevant legal regulations.
Document Retention Policies: Establish retention policies to securely store and dispose of documents in accordance with legal requirements.
Localised Compliance: Tailor regulatory needs to UK-based law firms with features designed to meet specific legal standards and facilitate efficient UK legal case management.

7. Customisable and Scalable

Lexis Visualfiles legal case management is adaptable to your law firm’s unique needs, ensuring efficient legal case management.

Highly Customisable: Tailor the system to support various practice areas, such as corporate law, litigation, family law, and real estate.
Scalable: Grow your firm with ease, as Visualfiles scales to accommodate increasing numbers of cases and users without compromising performance.

8. Cloud or On-Premises Deployment

Choose the deployment option that best suits your law firm’s needs. Seamlessly integrate Lexis Everyfile, the cloud-accessible data management solution, with Lexis Visualfiles to ensure you have the flexibility and sophistication of service you need to facilitate your clients’ and business needs.

Flexible Deployment: Opt for cloud or on-premises deployment depending on your firm's preferences, with complete and seamless compatibility with Lexis Everyfile, deployed in your tech stack in as little as 30 days*.

Find out more about Lexis Everyfile

9. Integrations with Third-Party Tools, Including the LexisNexis Suite

Maximise your legal case management with seamless integration with third-party tools and LexisNexis products.

Third-Party Integrations: Integrate with hundreds of other best-of-breed solutions, whether that be document management systems, accountancy software, reporting software, client portals, or specialised sector solutions to enhance your firm's efficiency.
LexisNexis Integration: Connect with Lexis Smart Forms, Practical Guidance, Courtlink, and InterAction for a unified platform for all aspects of legal work, from research to case management.

Why Lexis Visualfiles is the Best Legal Case Management Software

Lexis Visualfiles is a comprehensive, customisable, and scalable legal case management software solution. With robust document management, workflow automation, and integrated reporting tools, Lexis Visualfiles streamlines your legal processes, ensuring better efficiency, enhanced security, and seamless collaboration.

Whether you operate a small firm or a large practice, Visualfiles offers a flexible, secure, and fully integrated platform that grows with your needs. Discover how Lexis Visualfiles can transform your legal case management today.

Contact us for a demo of Lexis Visualfiles Today!