### 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: SmartAdvocate [will continued tips be given to users for the year 2021?](/discussions/35092-will-continued-tips-be-given-to-users-for-the-year-2021) Just wondering if tutorials will be given for the entire year of 2021? Hi Carla, yes! Our Tip of the Week will continue to be sent weekly, and our monthly webinars will be offered through 2021, as well. Thank you! Answered: Monica Boretsky on December 23, 2020 [Your answer](/discussions/35092-will-continued-tips-be-given-to-users-for-the-year-2021/comments/new?remote=true) 0 Question on: Clio Manage [What is the purpose of the Accounts tab in Clio Manage if it does not provide real time date on our bank account balances? What is the purpose? What am I missing with it?](/discussions/31163-what-is-the-purpose-of-the-accounts-tab-in-clio-manage-if-it-does-not-provide-real-time-date-on-our-bank-account-balances-what-is-the-purpose-what-am-i-missing-with-it) What is the purpose of the Clio Manage tab "Accounts"? It does not seem to tie to my bank accounts, yet it purports to do so. The figures are laughably inaccurate! The purpose of the "Accounts" tab in Clio is to allow firms to set up new trust, operating, escrow, or IOLTA accounts and, of course, manage those accounts. However, there is no accounting function in Clio for operating accounts. Consequently, you cannot reconcile your operating account in Clio. That said, you can keep up with all trust-related transactions and reconcile your trust account(s), which reconciliation should be accurate since it deals strictly with your clients' money. I use that function frequently. To generate a trust account listing report, do the following: 1. Select the "Reports" tab 2. Select "Trust Listing" from the list of available reports 3. Select the appropriate report options based on the criteria you would like to report on 4. Select the "Output format" 5. Click "Generate report" If you would like Clio to add accounting and account reconciliation to its software for operating accounts, you may contact Clio either through email, the in-app chat, or via the support center at 888-858-2546, ext. 2. I am not a Clio representative. I am a Clio user. Answered: J. Brent Helms on September 29, 2020 [Your answer](/discussions/31163-what-is-the-purpose-of-the-accounts-tab-in-clio-manage-if-it-does-not-provide-real-time-date-on-our-bank-account-balances-what-is-the-purpose-what-am-i-missing-with-it/comments/new?remote=true) 0 Question on: Amicus Attorney by CARET [Library Function](/discussions/27286-library-function) When is Amicus going to fix the function. If you launch it from a file, it changes and starts being to a closed file. I reported this in 2007 and every few years since. Either fix it or remove it. I wonder how many people over the years have been billing to closed files. FYI amicus has confirmed it is an issue on their system not just mine. Hi Richard, This issue was fixed with release 20.4. To resolve the issue, just make sure you updated to the latest version (20.5). If you run into any problems, please reach out to support! Thanks! Answered: Natalie Lara on May 27, 2020 [Your answer](/discussions/27286-library-function/comments/new?remote=true) - [‹ Prev‹ Prev](/categories/legal-case-management/resources?discussions_page=4) - [1](/categories/legal-case-management/resources) - [2](/categories/legal-case-management/resources?discussions_page=2) - [3](/categories/legal-case-management/resources?discussions_page=3) - [4](/categories/legal-case-management/resources?discussions_page=4) - 5 - [6](/categories/legal-case-management/resources?discussions_page=6) - [7](/categories/legal-case-management/resources?discussions_page=7) - [8](/categories/legal-case-management/resources?discussions_page=8) - [9](/categories/legal-case-management/resources?discussions_page=9) - … - [25](/categories/legal-case-management/resources?discussions_page=25) - [26](/categories/legal-case-management/resources?discussions_page=26) - [Next ›Next ›](/categories/legal-case-management/resources?discussions_page=6) ## Legal Case Management Software Reports Momentum Grid® Report for Legal Case Management Summer 2026 G2 Report: Momentum 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 Grid® Report for Legal Case Management Summer 2026 G2 Report: Grid® Report Grid® Report for Legal Case Management Spring 2026 G2 Report: 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 Winter 2026 G2 Report: Grid® Report Mid-Market Grid® Report for Legal Case Management Winter 2026 G2 Report: Grid® Report