Actionstep vs CaseWizard Comparison: Everything You Need to Know Before Choosing

CaseWizard is a legal case management application with integrated time tracking and billing, designed to help law firms organise matters, deadlines and client information while capturing billable work accurately. Small and mid-sized practices often rely on a mixture of paper files, desktop calendars, word processors and separate accounting tools, which makes it difficult to see the status of a matter at a glance and easy to lose billable time. CaseWizard addresses these problems by bringing case records, contacts, documents, calendars and billing into one connected system. Its core approach is to link every activity, whether a phone call, court appearance, document or expense, to the relevant matter, so that the case file becomes a complete record and time entries flow directly into invoices without re-keying. This reduces administrative effort and gives lawyers more confidence that nothing has been missed. Key features include matter and client management, conflict checking, calendaring with deadline and reminder tools, task lists, document assembly and storage, notes and correspondence tracking, and customisable fields for different practice areas. The time and billing component supports timers, flat fees, hourly rates by timekeeper, expense recording, trust account handling and professionally formatted invoices, together with reports on work in progress, receivables and productivity. Integration with Microsoft Office allows documents and emails to be generated and filed against matters, and data can be exported to accounting packages. CaseWizard has historically been offered as Windows-based software suitable for local networks, with options that allow remote access for lawyers working outside the office. The product is aimed at solo practitioners and small to mid-sized law firms across general practice, litigation, family law, personal injury, estate planning and similar areas that want an affordable, all-in-one practice management system without enterprise complexity. Pricing starts from around USD 65 with a free trial available; there is no permanently free version.