CaseManagerPro is a web-based case and matter management system developed by Lucid IQ for legal teams handling complex, high-volume litigation, including mass tort, multi-district litigation, and class action matters. The platform centralizes case records, documents, contacts, workflow, and communications within a configurable environment that can be adapted to suit a range of practice types and organizational structures.

Key features and functions include:

Case and Matter Management The platform supports both case-centric and client-centric record organization. Cases can be configured with custom content fields, categories, and data formats to match the specific requirements of different matter types. Specialized features are available for mass tort, docketing, and compliance workflows.

Workflow Management Workflow tools allow administrators to create tasks, deadlines, and role- or name-based assignments within cases. Automated alerts deliver task notifications via in-system messaging and email. Decision-tree functionality supports structured process management across matter lifecycles.

Document Management The system stores documents of any file type and supports batch upload and profiling. Documents can be organized by custom content categories, and workflow tools support collaboration and lifecycle management. Search options include full-text search with result highlighting and direct links to relevant records.

Collaboration Tools Team members can communicate via internal instant messaging, share case duties across offices, and access a group calendar. A document management system with version control supports multi-user collaboration. The platform is accessible from any web-enabled device, enabling remote access for inside counsel, law firms, and trusted third parties.

Contact Management The platform maintains records for all parties connected to a case, including clients, staff, counsel, experts, and related parties. Content is configurable by contact type, and CRM features support client relationship tracking and communication logging.

Calendaring Calendars track deadlines, meetings, and workflow-generated tasks. Group and subject calendar controls are available, and calendars can be synchronized with Microsoft Outlook.

Financial Tracking The system supports allocation of expense items across cases or clients, capture of billable hours for invoicing, and integration with billing systems.

Reporting and Metrics Administrators and users can define and track key trends and metrics. Reports are configurable by role or group and can be delivered within the system or via email with links to relevant records.

Security and Access Controls Access is managed through role-based user designations that control read and edit permissions at the record and data area level. A Security Class designation provides record-level access control. All user activity is logged, and an administrator-accessible transaction log provides an audit trail.