OpenSourceCM

OpenSourceCM

Verified by Legal Operators team

Stay on top of your contracts

Categories: 
Billing, Invoicing, and Financial Management
Case and Matter Management
Client Relationship Management
Document Management and Generation
OpenSourceCM

Overview

OpenSourceCM by OpenSource Inc. is a comprehensive case management software designed for law firms, practitioners, and legal operators. Its primary use cases include matter management, time tracking, billing, document management, and client relationship management.

OpenSourceCM is a powerful and flexible solution that is trusted by legal professionals to manage their cases, streamline their workflows, and improve their overall operational efficiency.

Key Features

  • Matter Management: Create, manage, and track matters with ease 
  • Time Tracking: Accurately track time and activities associated with matters and clients 
  • Billing and Invoicing: Generate professional invoices based on tracked time and expenses 
  • Document Management: Store, share, and manage all case-related documents in one centralized location 
  • Client Relationship Management: Manage client information, including contact details, matters, and billing history

Integrations

OpenSourceCM offers seamless integration with Microsoft Office 365 and G Suite, enabling legal teams to manage their documents and collaborate effectively.

  • Microsoft Office 365: Seamless integration with Microsoft Office 365 for enhanced document management and collaboration
  • G Suite: Seamless integration with G Suite for enhanced document management and collaboration

Use cases

Use cases for OpenSourceCM include:

  1. Matter Management: OpenSourceCM provides a centralized location for managing matters, enabling legal teams to organize, track, and monitor case progress effectively. 

  1. Time Tracking: OpenSourceCM's time tracking feature helps legal teams accurately track time spent on matters, enabling them to bill clients accurately and efficiently.

  1. Billing and Invoicing: OpenSourceCM's billing and invoicing features help legal teams generate professional invoices quickly and easily, reducing billing errors and improving cash flow.

  1. Document Management: OpenSourceCM's document management feature helps legal teams maintain a centralized and organized repository of all case-related documents.

  1. Client Relationship Management: OpenSourceCM helps legal teams build and maintain strong client relationships by providing a comprehensive view of client interactions, matters, and billing history.

  1. Automation: OpenSourceCM offers various automation features that help legal teams streamline their processes, reduce manual tasks, and improve overall efficiency.

Pricing model

Pricing model: Subscription-based, starting at $65 per user/month. Free Trial: Yes, 14-day free trial. Pricing Tiers: Standard and Enterprise.

User experience

OpenSourceCM is a user-friendly tool with a modern and intuitive interface. Its best users are legal teams of all sizes that require a comprehensive case management solution. Ideal For: Solo Practitioners, Small Law Firms, Mid-size Law Firms, Enterprise Law Firms.

Support

OpenSourceCM offers various customer support options, including email, phone, and live support, ensuring that customers receive the assistance they need promptly and efficiently.

  • Email Support: Email support for all customers
  • Phone Support: Phone support for Enterprise customers
  • Live Support: Live support for all customers

Security and Compliance

OpenSourceCM offers a range of security and compliance features, including AES-256 data encryption and two-factor authentication, ensuring that customer data is secure and protected at all times.

  • Data Encryption: AES-256 data encryption for secure data storage and transmission
  • Two-Factor Authentication: Two-factor authentication for enhanced account security

Product images

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Frequently asked questions

What is OpenSourceCM?

OpenSourceCM is a comprehensive case management software designed for law firms, practitioners, and legal operators.

Who are the ideal users of OpenSourceCM?

OpenSourceCM is ideal for legal teams of all sizes that require a comprehensive case management solution.

What are the key features of OpenSourceCM?

Key features include matter management, time tracking, billing and invoicing, document management, and client relationship management.

How does OpenSourceCM handle security and compliance?

OpenSourceCM offers a range of security and compliance features, including AES-256 data encryption and two-factor authentication.

How much does OpenSourceCM cost?

Pricing starts at $65 per user/month for the Standard plan and varies for the Enterprise plan.

What integrations does OpenSourceCM offer?

OpenSourceCM offers seamless integration with Microsoft Office 365 and G Suite.

Does OpenSourceCM offer a free trial?

Yes, OpenSourceCM offers a 14-day free trial.

What customer support options does OpenSourceCM offer?

Customer support options include email, phone, and live support.

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