---
title: "case management system | Woven Legal"
description: "Software that organizes matters, contacts, documents, tasks, calendars, and related work."
url: https://wovenlegal.multisites.ai/glossary/case-management-system
publisher: Woven Legal
phone: 
quote: https://wovenlegal.multisites.ai/contact
---

# case management system

Software that organizes matters, contacts, documents, tasks, calendars, and related work.

A case management system helps a firm keep matter information in one working context. It does not fix an unclear process by itself. Start by defining the matter stages and required fields, then configure templates and permissions around that process. Woven Legal names Clio optimization as part of its published workflow optimization tier when applicable.

## Related terms

-   [matter management](https://wovenlegal.multisites.ai/glossary/matter-management)
-   [workflow](https://wovenlegal.multisites.ai/glossary/workflow)

### Sources

-   [Woven Legal homepage](https://wovenlegal.com/)
-   [Woven Legal virtual support page](https://wovenlegal.com/virtual-office-staff-and-support/)

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