AI TOOL PROFILE

AeliusCase: Legal Case Management Software

AeliusCase helps law firms and legal departments organize client data and manage court deadlines. It is designed for teams needing to maintain HIPAA and ABA Trust Accounting compliance.

Pricing

The software is priced at $65 per month with no contracts. Optional add-ons include a $2,500 one-time data migration fee and a $10 per month API migration fee.

At a glance

Best for
Law firms, Legal departments, Small and medium legal practices
Key use cases
Managing Case Deadlines, Legal Document Preparation, Digital Archive Conversion, Law Firm Financial Management, Conflict of Interest Screening
Integrations
Google Calendar, Outlook Calendar
Visit AeliuscaseAeliuscase software interface screenshot

How AI is used

AeliusCase is a centralized legal management platform for law firms and legal departments. It provides a cloud-based environment where attorneys can store client contact details, court schedules, and case notes in one location to support remote access and team collaboration.

The software is designed to reduce manual administrative work through document automation and email integration, which links correspondence directly to case files. It also includes financial tools to support time tracking and invoicing while maintaining compliance with legal accounting standards.

Buyers should confirm that while the core software is available on a monthly subscription, there are optional one-time and monthly fees for data migration and API services depending on their technical requirements.

Key Features

  • Case and Client Management

    Centralized storage for client data, case files, and notes with built-in conflict check tools.

  • Document Automation

    Supports auto-filling legal templates with case-specific data and includes version tracking for drafting.

  • Calendar Sync

    Tracks court dates and filing deadlines with synchronization for Google and Outlook.

  • Billing and Invoicing

    Supports time tracking in real time, invoice generation, and online payments with ABA Trust Accounting compliance.

  • Email Integration

    Links email threads and attachments to the corresponding case files.

  • OCR Batch Scanning

    Converts physical paperwork into searchable digital files and tags them for retrieval.

  • Compliance and Security

    Includes role-based access controls and encryption designed to comply with HIPAA and ABA standards.

Use Cases

  • Managing Case Deadlines

    Using synced calendars to track court dates and internal meetings across the team.

  • Legal Document Preparation

    Using pre-built templates and auto-population to generate legal filings and forms.

  • Digital Archive Conversion

    Using batch scanning and OCR to convert physical client records into a searchable digital format.

  • Law Firm Financial Management

    Tracking billable hours and managing trust accounts to support regulatory compliance.

  • Conflict of Interest Screening

    Performing conflict checks within the client database before accepting new matters.

Integrations

  • Google Calendar
  • Outlook Calendar

FAQ

How much does AeliusCase cost per month?

AeliusCase is priced at $65 per month with no contracts required.

Does AeliusCase help with legal compliance?

The platform is designed to comply with HIPAA and ABA Trust Accounting standards.

Can AeliusCase migrate data from another system?

AeliusCase offers a data migration service for a $2,500 one-time fee to transfer existing case files and client information.

Does the software integrate with external calendars?

The system supports synchronization with Google and Outlook calendars.

Source category: Legal

Source subcategory: Legal Practice Management

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