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Best legal case management software for growing law firms

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Loopboard brings matters, documents and client communication into a single platform built for legal teams across the world

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3 item

Huerta vs. Lumina

Laboral
Demanda
Demanda civil
Demanda
May 15, 2026

Escritura Villa Prado

Civil
Notarial
Acto notarial
Otorgamiento
May 20, 2026

Aumento Nera S.A.

Comercial
Corporativo
Trámite mercantil
Asamblea
May 25, 2026

En revisión

3 item

CR-4418-2025

Penal
Acusación
Defensa penal
Audiencia
May 10, 2026

Custodia López-Ríos

Familia
Menores
Derecho familiar
Audiencia
May 12, 2026

Contrato Fénix Ltd

Laboral
Contrato
Derecho laboral
Revisión
May 8, 2026

Listo para firmar

2 item

Marco Axis Inc

Comercial
Contrato
Contrato mercantil
Firma digital
May 5, 2026

Acuerdo Transaccional

Civil
Acuerdo
Resolución
Firma
May 6, 2026

Cerrado

1 item

Divorcio mutuo acuerdo

Familia
Resolución
Sentencia
Archivo
Abr 30, 2026

Comentarios

Phillipe9:14 AM
@María Please review the court filing for case #2026004
María9:14 AM
@Phillipe Done! I found we need additional documentation for the penal defense.
Charles9:14 AM
@María The notarial act is ready for signature tomorrow at 10 AM
George9:14 AM
@Charles Perfect! I will notify the client about the time slot.

Trusted by leading firms in the region

Integrated platform

The evolution of your legal processes starts here

Leave behind spreadsheets, scattered folders and endless email threads. Centralize every case, document and deadline in one system built for legal work.

01

Single source

Matters, clients, documents, tasks and deadlines in one view.

02

Automated

Data collection, document generation and signing, no manual grunt work.

03

Collaborative

Your team, clients and AI agents work from the same source of truth.

04

Secure

Encrypted in transit and at rest, with granular role and signature controls.

ISO27001:2022
SOC2
GDPR
ISO42001:2023
Visibility

Get visibility into every legal process

A live board tells you exactly what stage each matter is at, what deadlines hit this week and who's accountable for what. Nothing gets lost in email.

  • Boards by case type, stage or owner
  • Automatic alerts for deadlines and procedural dates
  • Workload reports by lawyer and practice area
  • Complete timeline with every action documented
Loopboard · Visibilidad
Casos activos
6
Huerta vs. Lumina
Laboral
50%
Escrituración Prado
Civil
50%
Axis · contrato marco
Corporativo
50%
Custodia López-Ríos
Familia
50%
Caso 2025-CR-4418
Penal
50%
Nómina ductos Fénix
Laboral
50%
Carga por abogado
6
78%
52%
65%
41%
88%
34%
Plazo procesal3 días
Documentos firmados847 ▲ 12%
Documents

Document and file management — simplified

Store, classify and find any document in seconds. Version control, smart tags and full-text search built in.

  • Hierarchical folders by client, matter and subject
  • Automatic versioning with full change history
  • Search by content, tag, date and owner
  • Granular permissions by document, folder or role
Clientes
Mendoza SA
Villa Prado
Grupo Axis
Contrato_marco_v4.pdf
Poder_notarial_v2.pdf
Anexo_financiero.xlsx
Plantillas
Archivado
v4 · vigente
Document generation

Integrated tools to generate documents from where you work

Access Loopboard directly in the applications you use every day. Generate documents, ingest data and automate without switching windows.

Word add-in

Word add-in

Automatically generate documents with matter data. Access smart templates directly in Word without leaving your workflow.

Excel add-in

Excel add-in

Bulk ingest data from spreadsheets. Import, validate and structure information in seconds. Automatic sync with your matters.

Intake

Collect documents automatically

Send requests to your clients in one click. They upload from any device; you get everything organized, named and filed inside the matter.

  • Customizable checklists per matter type
  • Client portal with automatic reminders
  • Smart file classification and naming
  • Built-in e-signature and identity verification

Solicitudes pendientes

6
LM
Lucía MendozaCertificado de existencia · 2 archivos
Recibido
JR
Jorge RamírezPoder notariado · 1 archivo
Recibido
AV
Andrea ValderramaCédula · pendiente reverso
Pendiente
SR
Santiago RuizDeclaración de renta · 3 pendientes
Pendiente
MP
Marcela ParedesEstados financieros 2024
Pendiente
Generate & sign

Automate document generation and e-signature

Generate contracts, powers and filings from smart templates populated with matter data. Legally binding e-signatures included.

  • Templates with dynamic fields tied to the matter
  • Advanced e-signature with certified timestamp
  • Full trail: who signed, when and from where
  • Send and track signatures from the same platform
Lucía Mendoza · Apoderada
Grupo Axis · Representante
Sello
de tiempo
certificado
Trust

Build client trust with real-time tracking

Give each client their own portal to see the progress of their matter, access documents and message the team without picking up the phone.

  • White-label client portal with your firm's brand
  • Visible process timeline and next steps
  • Secure messaging with the assigned team
  • Notifications for progress or required action
AX
Grupo Axis
Expediente 2026-COM-0471
En curso
Ingesta de documentación
12 feb
Revisión legal inicial
18 feb
Redacción y negociación
en curso
Firma de las partes
—
Inscripción y cierre
—
Lucía Mendoza Ortiz
In six months we went from replying to matters three days late to closing cases 40% faster. The team finally spends its time arguing — not hunting for files.
Lucía Mendoza OrtizFounding Partner, Mendoza & Asociados · Bogotá
Lucía Mendoza Ortiz
In six months we went from replying to matters three days late to closing cases 40% faster. The team finally spends its time arguing — not hunting for files.
Lucía Mendoza OrtizFounding Partner, Mendoza & Asociados · Bogotá
Lucía Mendoza Ortiz
In six months we went from replying to matters three days late to closing cases 40% faster. The team finally spends its time arguing — not hunting for files.
Lucía Mendoza OrtizFounding Partner, Mendoza & Asociados · Bogotá
FAQ

Everything you need to know

If your question isn't here, write to us and one of our legal specialists will reply within 24 hours.

All information is encrypted at rest (AES-256) and in transit (TLS 1.3). We run on ISO 27001 and SOC 2 Type II certified infrastructure with daily multi-region backups and granular access control by role, matter and document. We comply with Colombia's Law 1581, Mexico's LFPDPPP and equivalent regulations across the region.

We integrate natively with Google Workspace, Microsoft 365, Outlook, Gmail, WhatsApp Business, DocuSign, Stripe, Mercado Pago and the region's leading accounting systems (Siigo, Alegra, Contpaqi). We also offer an open API and webhooks to connect any system your firm already uses.

Typical implementation takes 5–10 business days and includes migrating your existing matters, configuring templates, training the team and dedicated support for the first 30 days. Firms with up to 8 lawyers are usually fully operational within a week.

Every firm gets a dedicated Success Manager for the first 90 days, chat and email support from 7am to 9pm (Bogotá/Mexico City time), and a knowledge base with 200+ guides and videos. Professional and Firm plans include priority support with response under 2 business hours.

Yes. Loopboard issues simple and advanced e-signatures with certified timestamping, valid under Colombia's Law 527/1999, Mexico's LFEA, Argentina's Law 25.506 and equivalent regulations. Every signed document includes detailed legal evidence: signer identity, IP, geolocation, document hash and auditable chain of custody.

Yes. We offer free assisted migration from spreadsheets, Clio, MyCase, Legis, Lexnet and in-house systems. Our team structures your data, preserves the history of every matter and validates integrity before your account goes live. If your records are on paper, we help with digitization too.

Start today

Spend your time on what really matters, your cases.

Book a 30-minute demo with a specialist and see how Loopboard can transform how your firm operates.