List of InterActive Legal Case Management Customers
Melbourne, 32901, FL,
United States
Since 2010, our global team of researchers has been studying InterActive Legal Case Management customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased InterActive Legal Case Management for Legal Practice Management from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using InterActive Legal Case Management for Legal Practice Management include: Porzio Bromberg & Newman, P.C., a United States based Professional Services organisation with 200 employees and revenues of $50.0 million, Maslon, a United States based Professional Services organisation with 150 employees and revenues of $40.0 million, Vandenack Weaver Truhlsen, a United States based Professional Services organisation with 10 employees and revenues of $3.0 million and many others.
Contact us if you need a completed and verified list of companies using InterActive Legal Case Management, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the software purchases.
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
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Maslon | Professional Services | 150 | $40M | United States | InterActive Legal | InterActive Legal Case Management | Legal Practice Management | 2022 | n/a |
In 2022, Maslon implemented InterActive Legal Case Management to support estate-planning operations within its Legal Practice Management environment. Michael P. Sampson of Maslon LLP is listed on InterActive Legal's site as an InterActive Legal advisor, indicating a professional relationship between Maslon's estate-planning practice and InterActive Legal in the United States. Module usage is inferred from that advisor affiliation rather than from a named vendor case study, so specific product modules are estimated based on category norms.
Estimated configuration centers on core case management for matter intake and lifecycle tracking, document management with security and version control, calendaring and deadline management for probate and estate timelines, conflict checking, and integrated time and billing or trust accounting functionality consistent with Legal Practice Management platforms. Deployment scope appears concentrated on the estate-planning practice, aligning attorneys, paralegals, and client intake workflows, with governance driven by practice-level workflow standards and security controls referenced in InterActive Legal's online technical specifications. Integrations are expected to include firm email and calendaring, document repositories, and billing systems to enable matter-centric workflows and compliance controls.
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Porzio Bromberg & Newman, P.C. | Professional Services | 200 | $50M | United States | InterActive Legal | InterActive Legal Case Management | Legal Practice Management | 2024 | n/a |
In 2024, Porzio Bromberg & Newman, P.C. implemented InterActive Legal Case Management to operationalize Interactive Legal estate planning workflows. The firm adopted InterActive Legal Case Management within its Porzio Planning practice to support client facing estate planning services across the United States, aligning the deployment with the Legal Practice Management category and the legal estate planning process area.
Porzio’s public practice pages and Porzio Planning blog indicate use of InterActive LegalSuite drafting and case management modules inferred from the firm’s published descriptions of Interactive Legal estate planning tooling. Functional capabilities implemented include document drafting and assembly, guided interview workflows for client intake, template driven estate plan generation, and structured matter lifecycle tracking consistent with Legal Practice Management workflows. The InterActive Legal Case Management application was configured to manage estate planning templates, automate document creation, and maintain centralized matter records for Probate and estate planning engagements.
Operational coverage focuses on the Porzio Planning group and client interactions surfaced via the firm’s public practice pages, suggesting the system supports client oriented access to interactive estate planning drafting workflows. Governance changes emphasize standardized templates, workflow orchestration, and procedural alignment to support consistent estate planning matter handling across the practice. InterActive Legal Case Management is positioned as the firm level Legal Practice Management platform for estate planning at Porzio Bromberg & Newman, P.C.
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Vandenack Weaver Truhlsen | Professional Services | 10 | $3M | United States | InterActive Legal | InterActive Legal Case Management | Legal Practice Management | 2021 | n/a |
In 2021, Vandenack Weaver Truhlsen implemented InterActive Legal Case Management to provide Legal Practice Management support for its U.S. estate-planning and advisory services. The firm is a 10-employee professional services practice with $3,000,000 in revenue, and public sources show founder Mary Vandenack serves as a consultant and advisor to InterActive Legal and co-publishes content, indicating a collaborative relationship rather than a formal vendor case study.
Public records and the advisory relationship suggest the firm uses or recommends InterActive Legal’s drafting and case-management capabilities, with configuration focused on matter and document workflows typical to Legal Practice Management, including client intake, template-driven drafting, and calendaring. Governance and template ownership appear to be influenced by Mary Vandenack’s advisory role and co-published materials, informing document standards and workflow templates used across the estate-planning practice. The implementation narrative centers on embedded drafting and case management tooling aligned to the firm’s advisory services, with no named third-party integrations documented in public sources.
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