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Common Use Cases

Explore the range of use cases that we can cover for you. Click on them to see the solution templates that we have ready.

Comprehensive practice management

Comprehensive
Practice Management

Manage the operation of your firm in a single unified platform. From client onboarding through matters management and time tracking, you have all the tools you need to keep your casework moving forward, clients informed and important timelines met. Centralize document management, collaborate with your legal team and follow up on every detail. See case status at a glance with flexible dashboards and reports.


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Use SmartSuite's leading project management features to track every case from start to finish

All-Inclusive
Case Management

Use SmartSuite's leading project management features to track every case from start to finish. Onboard new clients, manage documents and discovery, track timelines and more.

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Integrate leading Customer Relationship Management (CRM) practices into your law firm operations

Unparalleled Client
Relationship Management

Integrate leading Customer Relationship Management (CRM) practices into your law firm operations. Build proactive client management plans, track key contacts and elevate your workflows so you can focus on the 1-1 relationships that matter.

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Centralized matter management

Centralized
Matter Management

Link every contact, task, invoice, and time entry to the appropriate matter. Collaborate with staff directly where the work is being done, adding notes and assigning comments to follow-up on every detail of your cases.

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SmartSuite's Task Management and Time Tracking features integrate into law firm operations

Integrated Task &
Time Tracking

SmartSuite's Task Management and Time Tracking features integrate into law firm operations. Track time by client engagement, then create, assign and prioritize tasks of any size for staff to manage in a single view with My Work.

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How SmartSuite Works For Your Teams

Workflow Automations

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Explore All Features

Legal

Click on the cards below to view a live, read only version of the solution template.
Track accounts, clients, and build client relationships

Click to view live interactive demo of the solution

Legal CRM

This is our Sales CRM Lite solution adapted for law. Track accounts, clients, and build client relationships.

Track accounts, clients, and build client relationships
https://app.smartsuite.com/shared/pb7v5n6n/shared-solution/QMfMg1sI0z/
Track projects, time, budget and more with foundational account management capabilities

Click to view live interactive demo of the solution

Legal Client Management

Track projects, time, budget and more with foundational account management capabilities. Built for solo attorneys, law offices and legal firms of any size.

Track projects, time, budget and more with foundational account management capabilities
https://app.smartsuite.com/shared/pb7v5n6n/shared-solution/KO2B3qTuh2/
Manage legal cases with SmartSuite

Click to view live interactive demo of the solution

Legal Case Tracking

This solution focuses specifically on tracking hours and billing for legal cases using SmartSuite’s time tracking capability.

Manage legal cases with SmartSuite
https://app.smartsuite.com/shared/pb7v5n6n/shared-solution/lYJzO6cHdY/
Manage any type of legal issue with built-in security controls

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Corporate Legal Ops

Manage any type of legal issue with built-in security controls. Geared for corporate legal matters, including both in-house and out-of-house counsel.

Manage any type of legal issue with built-in security controls
https://app.smartsuite.com/shared/pb7v5n6n/shared-solution/eAICUusUIL/
Quickly capture potential client information and manage initial consultations, referrals and next steps in the client relationship

Click to view live interactive demo of the solution

Client Intake

Quickly capture potential client information and manage initial consultations, referrals and next steps in the client relationship.

Quickly capture potential client information and manage initial consultations, referrals and next steps in the client relationship
https://app.smartsuite.com/shared/pb7v5n6n/shared-solution/3zzTIElA19/
Track key company initiatives related to ethical and responsible governance, from carbon credits to equity in hiring

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Corporate Social Responsibility

Track key company initiatives related to ethical and responsible governance, from carbon credits to equity in hiring.

Track key company initiatives related to ethical and responsible governance, from carbon credits to equity in hiring
https://app.smartsuite.com/shared/pb7v5n6n/shared-solution/WrsxtA2KYS/

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