Contact & Lead Management
Track leads from first contact to signed client. Manage contact information, notes, and history all in one place.
Built for solo and small law firms
Easy Case File gives your firm one simple place to manage leads, matters, tasks, notes, and documents—so everyone knows what needs to happen next.
Today's case flow
Tasks, history, and files in one matter
New lead
Consult booked
Matter
Discovery due Friday
Document
Retainer signed
Role-Based Access
Control who sees what with granular permissions.
Document Storage
Organize case documents by matter.
Task Management
Assign tasks with priorities, due dates, and case links.
Core workflow
Built specifically for law firms, Easy Case File gives you powerful tools without the complexity. Focus on practicing law, not managing software.
Track leads from first contact to signed client. Manage contact information, notes, and history all in one place.
Organize cases by practice area, assign attorneys and paralegals, and track status through every stage of litigation.
Never miss a deadline. Assign tasks with priorities, due dates, and link them directly to matters and clients.
Store and organize case documents with quick search, categorization, and matter-linked filing.
Complete audit trail of every call, email, note, and status change. Know exactly what happened and when.
Control who sees what with granular permissions. Admins, attorneys, and staff each get appropriate access.
Up & Running in Minutes
No training manuals required. Your team gets a shared case picture and clear ownership without extra dashboard noise.
Contacts, roles, notes, and related matters stay linked.
Admins, attorneys, and staff can have permissions that match their work.
Teams can start with the essentials and add depth as they grow.
Pricing
No hidden fees. Pick a plan that fits your firm and start saving.
Perfect for solo practitioners
For small law firms
For growing practices
Trust and clarity
Easy Case File keeps day-to-day practice work organized around the matter, with access controls and activity context built into the workflow.
Give admins, attorneys, and staff permissions that match their role.
Keep matter notes, task updates, status changes, and document activity visible in context.
Attach documents to the matter they belong to so the team can find the right file faster.
FAQ
Easy Case File
Start your free 14-day trial and see how leads, matters, tasks, notes, and documents fit together.
