### Contents

- [**Glossary Terms**](#resources-glossary_terms)
- [**Discussions**](#resources-discussions)
- [**Reports**](#resources-reports)

# Legal Case Management Software Resources

##### Glossary Terms, Discussions, and Reports to expand your knowledge on Legal Case Management Software

Resource pages are designed to give you a cross-section of information we have on specific categories. You'll find [feature definitions](#resources-glossary_terms), [discussions](#resources-discussions) from users like you, and [reports](#resources-reports) from industry data.

[ContentsExpand/Collapse Contents](#)
- [**Glossary Terms**](#resources-glossary_terms)
- [**Discussions**](#resources-discussions)
- [**Reports**](#resources-reports)

## Legal Case Management Software Glossary Terms

[![Copyrights](https://learn.g2.com/hubfs/2CM_GI732_Glossary_Article_Images_%5Bcopyrights%5D_V1b.png "Copyrights")](https://www.g2.com/glossary/copyrights-definition)

[Copyrights](https://www.g2.com/glossary/copyrights-definition)

Copyrights give creators the sole use, ownership, and distribution rights of their original work. Learn about the basic elements and benefits here.

by Kelly Fiorini

[![eDiscovery](https://learn.g2.com/hubfs/G2CM_GI587_Glossary_Article_Images-%5BeDiscovery%5D_V1a.png "eDiscovery")](https://www.g2.com/glossary/ediscovery-definition)

[eDiscovery](https://www.g2.com/glossary/ediscovery-definition)

Electronic discovery, or eDiscovery, is collecting, reviewing, and producing data as a part of a legal investigation. Learn about its types and benefits.

by Sagar Joshi

[![Case Management](https://learn.g2.com/hubfs/G2CM_GI029_Case_management_V1b.png "Case Management")](https://www.g2.com/glossary/case-management)

[Case Management](https://www.g2.com/glossary/case-management)

Case management refers to the processing of data and procedures for resolving cases. Learn more about case management, its benefits, and its applications.

by Amal Joby

## Legal Case Management Software Discussions

0

Question on: Amicus Attorney by CARET
[We would love the have a calendar function within the mobile application.](/discussions/26152-we-would-love-the-have-a-calendar-function-within-the-mobile-application)

?

I would love it to... it is in the mobile application

Answered: Ted (Edward) Chadderton on May 26, 2020

[Your answer](/discussions/26152-we-would-love-the-have-a-calendar-function-within-the-mobile-application/comments/new?remote=true)

0

Question on: Smokeball
[What integrations do you have?](/discussions/smokeball-faqs-53285246-1311-43cc-a539-a887fc0b4650)

Smokeball FAQs

Smokeball has many integrations, including the most powerful Microsoft Word and Outlook integrations in the industry. Emails are easily saved to their appropriate matter, and responses on email chains will automatically file into the correct matter. With emails saved into the file, the whole firm will have access to correspondence without an endless cycle of forwarding and cc’ing. Smokeball’s industry-leading Word integration means quick and accurate generation of public forms and private firm documents in seconds. This document automation benefit saves hundreds of hours per year in repetitive document creation for law firms in all practice areas. Smokeball also provides integrations with LawPay, QuickBooks Online, InfoTrack, RingCentral, CEB Essential Forms, ScanSnap, Campaign Monitor and more! It’s important to note, however, that Smokeball is very particular about its integration partners. We try to avoid overwhelming users with an unlimited menu of partner programs by carefully vetting each new partner and asking, “does this provide great benefits to our clients?”

Answered: on October 17, 2019

[Your answer](/discussions/smokeball-faqs-53285246-1311-43cc-a539-a887fc0b4650/comments/new?remote=true)

0

[Which case management system is most cost-effective for small practices?](/discussions/which-case-management-system-is-most-cost-effective-for-small-practices)

I am helping a few small firms evaluate [case management platforms](https://www.g2.com/categories/legal-case-management), and one of the biggest priorities is **cost-effectiveness**. They need something reliable for case tracking, client communication, and billing, but without the overhead (and price tag) of enterprise-level tools. So I researched a bit on G2 and from the grid data and reviews, here’s what stands out:

- [**Clio Manage**](https://www.g2.com/products/clio-clio-manage/reviews) **:** &nbsp;The market leader with broad adoption and lots of integrations. Feature-rich, but pricing may be higher than what some very small firms want.
- [**Filevine**](https://www.g2.com/products/filevine/reviews) **:** &nbsp;Strong satisfaction and good balance of features. Might be more than solo or very small firms need, but scalable as they grow.
- [**8am MyCase**](https://www.g2.com/products/8am-mycase/reviews):&nbsp;Popular with small to mid-sized firms. Offers solid case management, billing, and a great client portal at a competitive price point.
- [**Assembly Neos**](https://www.g2.com/products/assembly-software-assembly-neos/reviews) **:** &nbsp;Very high satisfaction scores and flexibility, but market presence suggests it’s more common in mid-sized firms.
- [**Smokeball**](https://www.g2.com/products/smokeball/reviews) **:** &nbsp;Known for automation and ease of use, which saves time for smaller teams. Pricing can vary, but often praised for ROI.
- [**8am CasePeer**](https://www.g2.com/products/8am-casepeer/reviews): Built specifically for personal injury firms, with lower market presence but may be very cost-effective for niche practices.

For those of you in small firms, which case management system gave you the best **value for money** , balancing features with affordability?

Also, for small firms, do you find it more cost-effective to go with an **all-in-one platform** (case management + billing + client comms) or keep things lean with **separate tools** that each do one job really well?

Answered: Soundarya Jayaraman on September 9, 2025

[Your answer](/discussions/which-case-management-system-is-most-cost-effective-for-small-practices/comments/new?remote=true)

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## Legal Case Management Software Reports

Grid® Report for Legal Case Management

Summer 2026

G2 Report: Grid® Report

Mid-Market Grid® Report for Legal Case Management

Summer 2026

G2 Report: Grid® Report

Small-Business Grid® Report for Legal Case Management

Summer 2026

G2 Report: Grid® Report

Momentum Grid® Report for Legal Case Management

Summer 2026

G2 Report: Momentum Grid® Report

Small-Business Grid® Report for Legal Case Management

Spring 2026

G2 Report: Grid® Report

Momentum Grid® Report for Legal Case Management

Spring 2026

G2 Report: Momentum Grid® Report

Mid-Market Grid® Report for Legal Case Management

Spring 2026

G2 Report: Grid® Report

Grid® Report for Legal Case Management

Spring 2026

G2 Report: Grid® Report

Grid® Report for Legal Case Management

Winter 2026

G2 Report: Grid® Report

Mid-Market Grid® Report for Legal Case Management

Winter 2026

G2 Report: Grid® Report