Legal Case Management

Legal Case Management Software

Link service requests, documents, and communications to legal cases. Give attorneys and paralegals a single consolidated view of all case activity — without another round of status-update emails.

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What It Does

One Consolidated View of Every Case

PISYS Case Management ties together everything that happens on a matter — service requests, documents, parties, and communications — so your team stops hunting across systems. Attorneys and paralegals open a case and see the complete, current picture in one place.

Linked Service Requests

Every service request, attempt, and return of service rolls up to the correct case automatically.

Document Repository

Keep pleadings, service documents, and correspondence attached to the case they belong to.

Parties & Contacts

Track plaintiffs, defendants, attorneys, and other parties with the relationships that matter to the case.

Activity Timeline

See a chronological, timestamped history of everything that has happened on the matter.

Role-Based Access

Give each team member and client exactly the visibility they should have — and nothing more.

Case Reporting

Pull status, activity, and billing-ready summaries for any case in seconds.

How It Works

Keep Every Case Complete and Current

PISYS makes the case record the single source of truth for the whole team.

Open the Case

Create the matter with its parties, court information, and reference numbers.

Connect the Activity

Service requests, documents, and communications link to the case as work happens — no manual re-entry.

See the Whole Picture

Anyone with access opens the case and sees a complete, current, audit-ready history.

Who It's For

For Legal Teams That Need One Source of Truth

Law firms and the legal support companies that serve them use PISYS to keep every matter organized and visible.

Law Firms

Attorneys and paralegals who need consolidated visibility into service, documents, and case activity.

Legal Support Companies

Process service and litigation support firms managing work across many client cases.

Legal Departments

In-house teams coordinating outside vendors and internal matters in one place.

Questions & Answers

Frequently Asked Questions

Common questions about Case Management on the PISYS platform.

What does legal case management software do?

It centralizes everything tied to a legal matter — service requests, documents, parties, and communications — into one consolidated, timestamped record so the whole team works from the same current information.

How is this different from service request management?

Service Request Management tracks individual service-of-process jobs; Case Management is the layer above it that groups those requests, documents, and communications under the legal case they belong to.

Can clients and staff have different access?

Yes. Role-based access lets you give attorneys, paralegals, staff, and clients exactly the visibility they should have on each case, with no cross-case or cross-client leakage.

Does it keep an audit trail?

Yes. Every action on a case is timestamped and attributed, producing an audit-ready activity timeline for the matter.

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