Caseload

Finally, a SaaS Practice Management tool whose pricing makes sense. Caseload by Blackletter offers subscriptions that range from free to $50/month. For $0/month, 2 users can work on a single active matter. Other plans increase both the number of users and the number of active matters. Don’t like limits, then the $50/month plan is for you – unlimited users, unlimited matters.

Caseload must have project management genes somewhere in its origins because it is very work-flow oriented and offers graphical outlines of each active matter showing task order and deadlines. Caseload does not offer many frills – invoices are fairly plain, no multiple billing rates, and there is little to customize. But it does provide the basic tools for matter & contact management, calendaring, to do lists, billing, and file storage.

The user interface has a few rough edges – it is not always possible to move from one subsection to another without making use of the browser’s back button and you may have to scroll down the page to reach the “help” button. Other complaints – there does not seem to be obvious way to import/export data, no tutorial is provided, there is no way to classify a contact as opposing party, and conflict checking is rudimentary bordering on primitive. While, the price point helps to mitigate the software’s flaws, my overall feeling is that Blackletter may have jumped a little to soon when they released this version.