Legal Files

Legal Files is a legal case and matter management platform from Legal Files Software, a company founded in 1990 and acquired by Onit in January 2025. It gives corporate legal departments, government agencies, universities, insurers and legal aid organizations one system of record for matters, documents, email and deadlines.

Key features of Legal Files include:

• Matter and Case Management: Structured matter records hold parties, issues, notes, time entries and related files so every case carries one authoritative record across the legal team.
• Document and Email Management: Documents are versioned automatically and Outlook messages are stored in their native format, keeping correspondence attached to the matter after inbox deletion.
• Microsoft Office Integration: A two-way Outlook connection and Save to Legal Files buttons in Word, Excel and PowerPoint let staff file emails, documents and appointments without leaving Office.
• Calendaring and Deadline Tracking: A synchronization tool keeps appointments and tasks aligned between Legal Files and Outlook, with alerts for hearings, filings and statutory deadlines.
• Configurable No-Code Workflows: Intake forms, status paths, screens and reports are configured per practice area, and dashboards expose caseload, cycle time and workload distribution.

Best for: Corporate legal departments, insurers, universities and state and local government agencies that need structured case and matter management with deep Microsoft Office integration.

Legal Files gives regulated and public sector legal teams a proven system of record for high-volume caseloads, and Onit ownership adds enterprise legal management, workflow automation and AI capability to a platform serving the market since 1990.