Manages legal matters, litigation, claims, intellectual property, contracts, and regulatory disclosures, allowing insurance companies to mitigate risk and maintain compliance efficiently.
Platforms that manage legal matters, track case progress, store documentation, and monitor outside counsel activities and expenses.
More Legal Case Management Software
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Case Creation and Assignment Ability to create new legal cases/matters and assign to internal users or outside counsel. |
ANAQUA Legal & Compliance Management covers creation and management of legal matters, which includes new case creation and assignment per product documentation. | |
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Case Status Tracking Monitor the progress and current status of cases. |
Matter and litigation management features indicate ability to track case status. | |
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Matter Categorization Classify cases by type, jurisdiction, priority, or other custom parameters. |
Supports contract, IP, and litigation types, implying categorization by matter type, jurisdiction, etc. | |
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Case Milestone Tracking Set and track key milestones and deadlines for each case. |
Milestones and deliverables tracking referenced in workflow and matter management. | |
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Custom Fields Ability to add user-defined metadata or information fields to cases. |
Configurable fields and custom data types are industry standard; marketing materials mention flexibility. | |
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Search and Filter Advanced search and filtering by case attributes, status, or custom fields. |
Search and advanced filtering are included in the ANAQUA matter/case interface. | |
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Bulk Case Actions Perform actions (close, reassign, update) on multiple cases simultaneously. |
Batch actions and multi-select management are standard in enterprise legal systems per product datasheet. | |
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Linked Cases Link related cases for holistic review and management. |
Ability to manage and group related matters and claims is within ANAQUA's described features. | |
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Case History Log Automatically maintain an audit log of all case activities and changes. |
Audit trails and case logs are referenced for compliance/documentation purposes. | |
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Case Volume Capacity Maximum number of active cases the system can handle simultaneously. |
No information available | |
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Case Edit Speed Average time required to update or edit a case record. |
No information available |
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Central Document Repository All case documents are stored in a secure, centralized digital repository. |
Describes a centralized repository for all legal documents and contracts. | |
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Document Tagging Assign tags or categories to documents for easier search and organization. |
Tagging and categorization of documents is included for organizing case files. | |
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Full-text Search Supports searching full document text, not just metadata or filenames. |
System supports full text search to find cases and documents quickly. | |
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Version Control Track revisions and enable rollback to previous versions of documents. |
Versioning and change history for documents is a standard part of ANAQUA's DMS functionality. | |
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Optical Character Recognition (OCR) Convert scanned images and PDFs into searchable and editable text. |
OCR referenced in the product for scanned contract and matter documents. | |
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Bulk Upload/Download Upload or download multiple documents at once. |
Supports bulk uploading/downloading of documents per feature list. | |
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Document Commenting Users can add comments or notes to documents. |
Document commenting/notes is available for collaboration. | |
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Automated Document Retention Policies Configure document destruction or archival rules based on compliance needs. |
Document retention and compliance policies can be automated per feature list. | |
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eDiscovery Support Tools to support legal discovery processes and preserve documents for litigation. |
eDiscovery is listed as part of compliance and litigation management. | |
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Storage Capacity Maximum digital storage available for documents. |
No information available | |
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Upload Speed Average speed to upload a document to the system. |
No information available |
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Task Assignment Assign individual or recurring tasks to users or teams. |
Task assignment and delegation included in workflow automation description. | |
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Automated Reminders & Notifications Automatic emails or system alerts for pending actions, deadlines, or milestones. |
Automated reminders/notifications referenced in workflow for deadlines and milestones. | |
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Workflow Builder Visual design tools for defining and automating multi-step legal processes. |
Workflow builder for automating processes is listed on ANAQUA's solution page. | |
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Template-Based Task Creation Create tasks from predefined templates for consistency and efficiency. |
Template-based task generation stated as part of workflow features. | |
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Approval Workflows Route items for review and approval through configurable workflow steps. |
Approval workflows described for both cases and document management. | |
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Escalation Triggers Automatically escalate overdue or critical tasks to supervisors. |
Describes automated escalation rules for overdue and urgent items. | |
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Progress Tracking Track completion status of tasks and workflows. |
Task and workflow tracking is part of ANAQUA's integrated dashboard. | |
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Workflow Analytics Report on workflow bottlenecks, completion times, and performance. |
Workflow analytics are available through reporting for bottlenecks and turnaround. | |
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Task Reassignment Speed Average time to reassign a task or workflow to another user. |
No information available |
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Audit Trail Record of all user activity and system actions for compliance. |
Audit trail for user actions is stated to ensure compliance. | |
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Role-Based Access Control Set granular permissions by user, team, or role for all system areas. |
Role-based access controls for security and privacy are standard and detailed in compliance section. | |
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Data Encryption (at rest/in transit) All data encrypted both when stored and when transmitted. |
States data encrypted in transit and at rest for compliance. | |
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Single Sign-On (SSO) Supports authentication via organization’s centralized identity provider. |
Integration with corporate SSO providers mentioned. | |
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Two-Factor Authentication Optional or required two-step verification for all users. |
Two-factor authentication is frequently required for legal platforms—ANAQUA references strong credentialing. | |
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SOC 2/ISO 27001 Compliance Platform certified for major security and privacy standards. |
ANAQUA is SOC 2 certified and ISO 27001 mentioned in security documentation. | |
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Data Residency Options Ability to select data storage locations to meet local or regulatory requirements. |
Data residency features referenced for multinational insurers. | |
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Automated Data Retention Schedules Configure policies for automatic data archival or deletion based on compliance. |
Automated data retention policies/schedules available per documentation. | |
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Conflicts and Personal Identifiable Information (PII) Warnings System flags data with possible conflict or PII risks. |
Conflict and PII warnings referenced as part of compliance/risk alerts. |
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Email Integration Sync email correspondence with case records. |
System supports email correspondence syncing with case/matter records. | |
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Calendar Integration Synchronize task deadlines and events with external calendars (e.g., Outlook, Google). |
Calendar integration (Outlook, Google) for task deadlines and milestones is standard and described. | |
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eBilling Integration Exchange billing data with accounting or claims platforms. |
eBilling integration with financial/accounting systems described for legal billing workflow. | |
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APIs for Third Party Access Standard APIs for inbound/outbound data interfacing with other systems. |
Public REST API and third-party access options mentioned. | |
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Single Click Export/Import Effortlessly export or import data between systems. |
Bulk and one-click export/import available for migration. | |
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Claims Management System Integration Connect legal case data directly to insurance claims platforms. |
Claims and matter data integration with core insurance claims platforms is a specifically marketed feature. | |
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Document Management System Integration Integration with external enterprise DMS platforms (e.g., SharePoint, Box). |
SharePoint, Box, and other DMS integration is mentioned. | |
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API Rate Limit Maximum number of API calls per minute/hour. |
No information available |
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Outside Counsel Directory Repository of approved outside counsel and law firm contacts. |
Platform maintains a directory of approved counsel/law firms. | |
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Engagement Tracking Track which outside counsel are assigned to which cases and matter types. |
Can track which outside counsel is assigned to which case or matter. | |
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Performance Reporting Evaluate outside counsel via KPIs (timeliness, case outcomes, spend). |
Performance reporting on outside vendors and law firms is standard. | |
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Invoice and Spend Management Track outside counsel invoices and cumulative spend. |
Tracks spend and invoice management for outside counsel. | |
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Vendor Scorecard Rate outside counsel on predefined metrics and feedback. |
Vendor scorecard/feedback capability supported. | |
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Conflict Checks Automated system checks for potential conflicts of interest. |
Conflict check automation described as part of due diligence workflow. | |
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Outside Counsel Portal Secure, self-service portal for outside counsel to upload documents, submit invoices, and communicate. |
Portal capability for outside counsel document and invoice uploads described. | |
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Approval Workflows for Vendor Onboarding Automated approval process for adding new vendors or counsel. |
No information available |
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Legal Spend Tracking Monitor all legal expenses by case, matter type, or law firm. |
Legal expense tracking by type/firm/case shown in solution overview. | |
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Budgeting and Cost Forecasting Set, monitor, and compare legal fee budgets for cases and matters. |
Budgeting and forecasting referenced for legal spend. | |
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Accrual Accounting Support Support for capturing anticipated legal costs even before invoices arrive. |
Accrual accounting features supported in spend management. | |
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Billing Guidelines Enforcement Automatically flag or reject invoices that violate company billing guidelines. |
Billing guideline enforcement described for insurer compliance. | |
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Invoice Approval Workflows Route invoices through a configurable approval process. |
Automated configurable approval processes for invoices are referenced. | |
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Spend Analytics Dashboard Interactive dashboards and charts to analyze spend by various parameters. |
Spend analytics dashboard included for financial review. | |
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Automated Invoice Processing Speed Average end-to-end processing time per invoice from submission to payment recommendation. |
No information available | |
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Multi-Currency Support Ability to handle billing and reporting in multiple currencies. |
Supports multi-currency per global insurer requirements. |
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Custom Report Builder Create and schedule reports using templates or custom queries. |
Advanced/custom reporting builder detailed in analytics features. | |
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Pre-built Legal KPIs Out-of-the-box metrics for case resolution time, legal spend, and performance. |
Legal/investigation KPIs are pre-defined for reporting. | |
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Dashboards Configurable visual dashboards for high-level oversight. |
Custom dashboards and visual reporting are a main feature. | |
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Export to Excel/CSV Export reports for offline analysis or sharing. |
Exporting reports to Excel/CSV explicitly mentioned. | |
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Automated Scheduled Reports Send reports to users or stakeholders on a defined schedule. |
Automated/scheduled report distribution is included. | |
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Ad Hoc Query Capability Easily generate custom insights via search and filter. |
Ad hoc query and custom reporting/search described. | |
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Data Visualization Tools Pie charts, graphs, trendlines, and heat maps for quick insight. |
Data visualizations including charts and graphs are highlighted on product page. |
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Intuitive User Interface Modern, clean, and easy-to-use UI design. |
Modern UI/UX is referenced as part of new Anaqua Legal release. | |
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Mobile Access Native or web mobile applications for on-the-go access. |
Mobile web and app access described for remote and in-field use. | |
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Performance and Load Time Average page or module load speed. |
No information available | |
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User Onboarding/Tutorials Self-guided tours, help menus, or onboarding wizards. |
Tutorial and onboarding guides referenced in support documentation. | |
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Multilingual Interface System supports content and controls in multiple languages. |
Multilingual system interface support available for global clients. | |
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Customizable Homepages/Dashboards Users can personalize the layout and content of their landing page. |
User-customizable dashboards and homepages are supported. | |
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Accessibility Compliance (WCAG/ADA) Interface compliant with accessibility standards for users with disabilities. |
States compliance with accessibility standards (WCAG/ADA). | |
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User Licenses Supported Maximum number of concurrent users the system supports. |
No information available |
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Internal Messaging Secure chat or messaging between users within the platform. |
Internal secure messaging indicated for user collaboration. | |
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Comments on Cases/Tasks Threaded discussions on individual cases or tasks. |
Support for comments/discussions on cases/tasks confirmed. | |
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File and Link Sharing Share files or links related to cases within the system. |
File/link sharing inside platform mentioned in collaboration features. | |
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Collaborative Document Editing Edit documents with multiple contributors in real time. |
Collaborative document editing (version control and annotation) supported. | |
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Notification Center Central area to view all notifications and alerts. |
Notification center/dashboard present for alerts and messages. | |
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Guest Access Controls Allow secure, scoped access to external collaborators. |
Guest/external user access controls referenced for vendor/counsel. | |
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Discussion Forums/Boards Create topics/forums for broader team knowledge sharing. |
No information available |
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