Legal Case Management — Organise Cases, Deadlines, and Documents
See how legal teams and law firm IT departments use Refront to manage case workflows, court deadlines, document tracking, and client communication.
Introduction
Legal work is deadline-driven and document-heavy. Missing a court filing deadline or losing a document version can have serious consequences. Refront adapts its project management capabilities for legal workflows — tracking cases as projects, court dates as milestones, and legal documents with full version control.
Real-World Examples
Case Lifecycle Workflow
A law firm creates a case workflow: Intake → Research → Drafting → Internal Review → Client Review → Filing → Court Hearing → Resolution. Each stage has its own checklist, assignees, and deadline. The managing partner sees all active cases on a dashboard with their current stage and upcoming deadlines.
Why this works:
Structured case workflows prevent the chaos of managing dozens of active cases with different procedures. The dashboard view ensures no case falls through the cracks during busy periods.
Court Deadline Tracking with Escalation
Court deadlines are entered into Refront with escalation rules: 30 days before a filing deadline, the responsible attorney is reminded. At 14 days, the case is flagged "urgent" on the dashboard. At 7 days, the managing partner is notified. At 3 days, a mandatory status check is triggered.
Why this works:
Court deadlines are absolute — there's no "we'll push it to next sprint." Graduated escalation ensures filings are prepared well in advance, not in a last-minute panic.
Client Portal for Case Updates
Clients access their case status through a branded portal: current stage, upcoming dates, recent documents shared, and billing summary. The firm controls exactly what information is visible — internal strategy notes and privileged communications are never exposed.
Why this works:
Proactive case updates through a portal reduce "what's happening with my case?" phone calls while maintaining attorney-client privilege through access controls.
Key Takeaways
- Structured case workflows prevent missed steps in legal procedures.
- Graduated deadline escalation ensures court filings are never late.
- Client portals provide transparency while protecting privileged information.
- Dashboard views give managing partners oversight across all active cases.
How Refront Can Help
Refront's flexible workflow builder adapts to legal workflows. Create case templates, track court deadlines, manage document versions, and communicate with clients through a secure portal — all in one system.
Frequently Asked Questions
Is Refront suitable for legal document management?
Refront provides document attachment and version tracking within cases. For advanced document management (OCR, e-discovery), it integrates with specialised legal DMS tools while keeping the project management layer unified.
Can I track billable hours per case?
Yes. Refront's time tracking is fully integrated with case management. Attorneys can log time against specific cases and tasks, and invoices are generated automatically based on tracked hours and rate cards.
Is data stored securely for legal requirements?
Yes. Refront supports encrypted storage, access controls, audit logging, and data residency options. For firms with specific compliance requirements, dedicated hosting options are available.
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