Case Management

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Built for the Pace of Modern Legal Work

Streamline Your Practice with Automation-Driven Case Management

When legal professionals rely on legacy systems, they sacrifice speed, clarity, and control. Morae’s Case Management solution powered by ShareDo, provided by Clio, cuts through the noise with automation-first workflows that drive performance and unlock real-time insight. Since 2023, Morae has assisted law firms globally in the adoption of ShareDo’s state-of-art cloud-based case management platform, including change management and migration from legacy systems.

Uncertain About a Change? Consider The Cost of Legacy Systems:

  • Manual processes slow progress and bury fee-earners in admin
  • Limited visibility delays decisions and impedes responsiveness
  • Rigid systems stall innovation and adaptability
  • IT bottlenecks create friction and delay transformation

The Morae + ShareDo Advantage

Break Free from Legacy Constraints

Morae’s implementation of ShareDo delivers a cloud-native, no-code platform that simplifies complex legal workflows and empowers multidisciplinary legal professionals across the globe.

Key Capabilities:

  1. No-Code Workflow Automation: Configure once, apply everywhere. Cut admin, reduce errors, and respond to client needs in minutes.
  2. Real-Time Insights: Dashboards and Power BI integration provide instant visibility into bottlenecks, SLAs, and performance metrics.
  3. Smarter Execution: Link matter data with operational performance to manage risk and improve margins.
  4. Flexible & Scalable Design: Inheritance-based architecture adapts to multiple case types and jurisdictions without IT bottlenecks.
  5. Practice-Area Accelerators: Prebuilt modules tailored for high-volume and complex legal practices across sectors.

 

How ShareDo Works for Case Management:

Value Delivered

  • Faster Time to Value: While initial setup involves deep discovery and workflow alignment, subsequent work types can be deployed more rapidly.
  • Lower Operational Costs: Automate repetitive tasks and reduce manual errors, freeing up staff for higher-value work.
  • Improved Margin Visibility: Identify trends and optimize profitability through linked matter and performance data.
  • Reduced Technical Debt: Replace legacy systems that quietly accumulate cost, risk, and inefficiency.

Business Model

We deliver measurable impact by combining ShareDo’s scalable automation with Morae’s expert-led implementation, strategic consulting, and continuous optimization.

  • ShareDo Licensing: Single Case Legal User License with full system access. External users access client portals via free licenses (within limits).
  • Morae Implementation Services: Tailored onboarding and configuration aligned to your firm’s workflows.
  • Consulting & Change Management: Strategic guidance to reduce friction and accelerate adoption.
  • Ongoing Support & Optimization: Continuous improvement through training, performance tuning, and workflow enhancements.

Our Case Management Experts

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