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Jade
Open SourceCaseManagement
for SME Law Firms
Vikram Vaswani
October 2017
Overview
● Digital repository of casedocumentsand activity
● Consolidated timerecording and reporting
● Simple, easy to learn interface
● Desktop and mobilebrowser access
● Secureand scalable; host on your own server
● Open source; freeto useand fully customizable
Designed for SME law firms
and independent legal professionals
CaseManagement and Collaboration
● Consolidated "digital hub" for casefiles, hours
worked, customer and billing details...
● "Hoursworked" reportsfor casesand users
● Company-wideshared document templatesand tags
● Easy collaboration with granular, per-caseaccess
privileges
● Client dashboard
● "Recent activity" streams
CaseManagement and Collaboration
Security
● Role-based access
● Employees/ clients/ administrators
● Secureby default
● Nil accessto client dataunlessexplicitly granted by case
owner
● Audit trails
● Each modification logged and traceableto aspecific user
● Open source
● Sourcecodefreely availablefor inspection
Security
Roadmap
● Full-text search
● Invoicegeneration
● Email integration with caseactivity streams
● REST API for third-party tool integration
Download and try:
github.com/vvaswani/jade
Report bugsand add ideas:
waffle.io/vvaswani/jade

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Jade: Open Source Case Management for SME Law Firms (Oct 2017)

  • 1. Jade Open SourceCaseManagement for SME Law Firms Vikram Vaswani October 2017
  • 2. Overview ● Digital repository of casedocumentsand activity ● Consolidated timerecording and reporting ● Simple, easy to learn interface ● Desktop and mobilebrowser access ● Secureand scalable; host on your own server ● Open source; freeto useand fully customizable Designed for SME law firms and independent legal professionals
  • 3. CaseManagement and Collaboration ● Consolidated "digital hub" for casefiles, hours worked, customer and billing details... ● "Hoursworked" reportsfor casesand users ● Company-wideshared document templatesand tags ● Easy collaboration with granular, per-caseaccess privileges ● Client dashboard ● "Recent activity" streams
  • 5. Security ● Role-based access ● Employees/ clients/ administrators ● Secureby default ● Nil accessto client dataunlessexplicitly granted by case owner ● Audit trails ● Each modification logged and traceableto aspecific user ● Open source ● Sourcecodefreely availablefor inspection
  • 7. Roadmap ● Full-text search ● Invoicegeneration ● Email integration with caseactivity streams ● REST API for third-party tool integration Download and try: github.com/vvaswani/jade Report bugsand add ideas: waffle.io/vvaswani/jade