Features

Softatico’s real-time dashboard is the control center of your law firm’s operations. It offers a centralized, dynamic view of all critical performance indicators—financials, active matters, billable hours, overdue tasks, staff productivity, and more. The dashboard is fully customizable, allowing partners, practice managers, and team leads to tailor the data view according to their specific role and needs.

What sets it apart is the live data feed. You don’t need to run reports or wait for weekly summaries—the numbers update in real-time, giving you immediate insights into how your firm is performing. Whether you're tracking case intake trends, outstanding invoices, or attorney utilization rates, Softatico turns complex data into clear, actionable intelligence.

For larger firms, the dashboard also supports multi-location or department-level views, giving you visibility across the entire organization or drilled-down segments. This enables proactive decision-making, not reactive troubleshooting. It’s not just about seeing the numbers—it’s about understanding them in context and acting with precision. The result: better control, smarter forecasting, and the agility to pivot your strategy as needed.

Softatico’s Smart Case Management system is designed to do more than just organize your case files—it’s built to enhance productivity, compliance, and billing efficiency. From the moment a new case is opened, every aspect—intake, document management, task assignment, and communication—is streamlined into one intuitive interface.

Each case contains its own dashboard, providing an overview of deadlines, responsible team members, billing activity, documents, notes, and communications. Custom workflows can be created to mirror your firm's specific processes, ensuring nothing gets overlooked and everyone is aligned. Built-in reminders and triggers automate follow-ups and critical actions, while permission-based access ensures data privacy across different teams or departments.

One of the standout benefits is the deep integration with Softatico’s billing system. Every task, meeting, or document interaction is automatically tracked and logged for billing—so your team never misses another billable moment. The platform also supports version control for documents, timestamped logs, and full case history, making compliance and audits seamless.

Whether you manage 50 or 500 active matters, Softatico’s Smart Case Management transforms chaos into clarity, allowing your team to focus on what matters most—serving clients and winning cases.

Performance reporting is essential to running a modern law firm effectively. Softatico’s real-time performance reports offer detailed, continuously updated insights that help you monitor the health of your firm and identify areas of improvement instantly. These reports are not static spreadsheets—they’re live, visualized dashboards that update as your data does.

Managers and partners can access key reports such as revenue by attorney or practice area, billable vs. non-billable hours, case progress, payment cycles, and utilization rates. With drag-and-drop customization, users can build reports tailored to their unique needs—whether for internal planning, client presentations, or strategic reviews.

What’s truly powerful is the ability to make data-driven decisions on the fly. Spot a drop in revenue from a specific team? Investigate immediately. See that one practice area is exceeding targets? Allocate more resources to accelerate growth. Real-time reports remove guesswork and delays. Softatico also allows for scheduled report delivery and automated alerts for anomalies, ensuring you never miss a critical change in your metrics. Whether you're managing one team or an entire firm, Softatico gives you the clarity and foresight needed to operate with confidence and precision.

Law firms lose countless hours in email threads, missed updates, and communication breakdowns. Softatico’s Internal Chat solves this by offering a secure, integrated messaging system that enables real-time, organized conversations within the platform itself.

Unlike third-party tools, Softatico’s chat is built specifically for legal environments—ensuring messages are fully encrypted and archived for compliance. Every conversation can be tied to a case, matter, or task, which means communication becomes contextual and traceable. No more searching through dozens of emails to find that one instruction or file—everything is exactly where it should be.

The chat supports direct messages, group conversations, and file sharing. Team members can tag each other, create threads, and even set message-based reminders or follow-ups. For remote or hybrid teams, this feature is invaluable for staying connected, responsive, and aligned.

This internal communication hub reduces delays, improves transparency, and eliminates the fragmented workflows caused by switching between external apps. It’s efficient, intuitive, and built for how law firms work today.

Successful law firms thrive on collaboration—between attorneys, paralegals, administrators, and partners. Softatico’s Team Collaboration Tools are purpose-built to make cross-functional teamwork seamless and structured.

Inside the platform, team members can assign tasks, leave notes on documents, share calendars, and create project timelines that multiple users can contribute to. Junior staff can work alongside seasoned attorneys and receive real-time feedback, training notes, or task checklists. This not only improves performance but accelerates onboarding and knowledge transfer.

Shared document libraries ensure that everyone has access to the most up-to-date versions, while audit trails make accountability and compliance easy to manage. For growing firms, these tools help avoid silos and keep everyone working toward the same goals, even across departments or locations.

Whether it's collaborating on a case, a firm-wide project, or client onboarding, Softatico keeps your team connected and performing at its best—with transparency, structure, and built-in accountability.

Deadlines and appointments are everything in legal practice. A missed hearing or forgotten filing can have serious consequences. That’s why Softatico’s Smart Calendar is more than just a digital planner—it’s a legal deadline management tool that ensures your firm stays organized and on schedule.

This calendar is fully integrated with your case management system, meaning every court date, client meeting, internal review, or billing milestone is automatically tied to the relevant matter. You can view the calendar by user, team, or firm-wide to ensure coverage and avoid conflicts. Smart filters allow managers to instantly identify scheduling gaps, overlaps, or bottlenecks.

Built-in reminders are customizable by event type, with alerts delivered via email, platform notifications, or even mobile push. You can also sync with Outlook, Google Calendar, or iCal to maintain consistency across devices.

Recurring events, color-coded timelines, and drag-and-drop rescheduling make the tool incredibly flexible and user-friendly. For litigation-heavy firms or high-volume practice areas, the Smart Calendar helps prevent mistakes, improve coordination, and save time—ensuring that your legal team never misses a critical moment.

Today’s clients expect transparency and responsiveness. Softatico’s Client Portal delivers both—providing your clients with a secure, personalized online space to track the progress of their case, communicate with your team, and manage billing—all without picking up the phone or sending an email.

Clients can log in 24/7 to check case status updates, submit or receive documents, review court dates, view invoices, and make payments. All communication within the portal is encrypted and archived, ensuring privacy and regulatory compliance.

By empowering clients with on-demand access, Softatico dramatically reduces the volume of routine calls and emails, freeing your team to focus on higher-value legal work. The portal also boosts client satisfaction and trust—showing them that your firm is organized, transparent, and tech-forward.

You can customize the portal with your firm’s branding and define access levels to control what each client can see. This feature transforms the client experience from passive to interactive, positioning your firm as a modern, professional partner.

Most law firm tools ignore internal initiatives—whether it’s onboarding new associates, launching marketing campaigns, or rolling out compliance training. Softatico’s built-in Project Management features allow law firms to plan, track, and deliver non-case projects with the same discipline and visibility as their legal work.

Project timelines can be broken down into tasks, milestones, and deliverables, each with clear owners and deadlines. Teams can collaborate within the system—sharing files, comments, and progress updates in real time. Integrated Gantt charts, Kanban boards, and activity logs give everyone a clear picture of status and responsibility.

This feature is especially valuable for large or growing firms where internal coordination often falls through the cracks. From IT rollouts to HR initiatives, you get one unified system that keeps everything moving on time and within scope.

Having project management inside the same platform as your legal operations means no need for extra tools or subscriptions—saving time, reducing tech sprawl, and making leadership more efficient. It’s one more reason why Softatico isn’t just software—it’s a strategic advantage.