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I converted our law firm accounting software to CaseLode in 1989 and I've never regretted making the change. From the very beginning, ease of use and outstanding customer service have been the hallmarks of CaseLode software and Morningstar Technology Corp. The software is extremely easy to learn and use and I've had no trouble teaching new staff members and attorneys how to use the system. Through the years, I've been impressed with the company's desire to stay in the lead technologically and to improve the software based on suggestions provided by actual users! I've always found that technical support was just a phone call or e-mail away. Custom reports have always been available and most often are incorporated in the next software update providing additional enhancements for all users. Most of all, I've truly appreciated the "hands on" approach taken by the founder of Morningstar Technology in dealing with all customer inquiries. It is rare these days to find a software company where you can actually talk with the creator of the software and where your suggestions are heard! I would highly recommend this company and its products to everyone! J. Gambrell - Columbia, SC Our firm has been using CaseLode for 23 years and uses all the financial applications, General Ledger, Payroll, Accounts Payable, Time & Billing, Trust Accounting and Conflict. All applications are easy to use and flexible to different types of law. I have worked with CaseLoad for 5 years with this firm but have worked with other software companies in the past and have never had another software company that could compare in service. Response time has always been same day. Case Lode far exceeds expectations with their service and commitment to their customers. Based upon my experience, I highly recommend this company. Cheryl F. Austin, Office Administrator - Marion, NC When I arrived at this firm in 2008, they were already using Caselode as their time, billing and accounting software. I was able to attend a Caselode training session which was very helpful to me in learning to navigate the software. In my opinion, one of the best features of Caselode is its versatility in the time and billing portion of the software. Our firm has a very diverse practice and it is necessary that we have a great amount of flexibility in our billing system to accommodate the various needs of our attorneys and our clients. I have also been very impressed with the great customer service and support that we receive from Morningstar Technologies. Whenever we call for customer support, we are always able to speak directly with the owner or a programmer, which is almost unheard of in this day and age. They are also always willing to customize reports to our firm's specific needs, which is a wonderful feature of their customer service and also speaks to the flexibility and versatility of the software. I would highly recommend this software to any law firm. Kris, Administrator - Grand Junction, CO I have been using Caselode for 13 years and the most important thing I can say is that the customer support is phenomenal. My questions are always addressed and resolved immediately and, if needed, the program can be updated to fit our needs. I have not used other software in my career, but have seen a few demonstrations and there is not another product out there that can merge the Time and Billing aspects with the General Ledger as efficiently as Caselode does. The product is easy to use and I couldn't be happier with the financial reports I am able to generate. Jenny - Grand Junction, CO In the 15+ years that our firm has used CaseLode, we have been very well served by the product and the support. One key is flexibility. CaseLode makes adjusting the number of billing attorneys and accommodating their respective billing schedules and preferences a snap. Billable costs are automatically captured, reducing effort and insuring cost recovery. General ledger is equally flexible, facilitating apportionment of expenses to attorneys and is always current. Reports can be generated quickly and at any time, enabling management to review and make timely decisions. Billing, payroll, and financial statement preparation are easily handled by one part-time staff member. Anonymous I have used Morningstar / Caselode software for almost 30 years in several law offices. I enjoy attending the training sessions, not only to hear about the updates, but because I get a lot of procedural ideas from the other users. I am very pleased that my requests for changes have been heard, and many are even implemented when the regular updates are released. The software is very powerful, and there are many reports to choose from. I am able to meet all requirements of LEDES for online billing, and they offer many other formats. The way the different modules work together save me a lot of time. The telephone support can't be beat!
Kathy Pope - Asheville, North Carolina “Our law firm has been using CaseLode applications for about 19 years now. We have been and still are extremely pleased with the software products and outstanding support received from the Morningstar folks. We are currently using several of their applications, such as Accounts Payable, Payroll, Time & Billing, Trust Accounting, Docket Control/Scheduling, General Ledger and Conflict of Interest and are completely satisfied with each of them. Not only do they meet the firm’s needs, but they meet or exceed our client’s needs as well. In addition, the firm’s management team counts on the reporting capabilities from the various programs for monitoring attorney time, client revenue reports, information on matter types, as well as Balance Statements and Profit and Loss Statements, all of which are easily prepared with a few key strokes. I cannot think of a more satisfying business partnership than the one we maintain with Morningstar Technology. As we all know, technology is constantly changing. One reason our firm selected CaseLode products’ is that they offer software updates. These updates help keep our firm current and up to date, which directly affects the way our attorney’s and staff efficiently deliver legal services to clients. With that in mind, our firm is now ready to install the newest application named Caselode’s Practice Management - Front Office. We are counting on the program to provide the firm with better tracking capabilities regarding our growing client e-mails and scanned documents. Everyone at the firm is excited about the newest program and they are sure that it too will be a welcome addition to the programs already in use.” Debra L. Carmichael, Charleston - South Carolina I have used this product in several offices over a period of 15 years. I love this it! It is logical, easy to use and you cannot beat their customer service. Any request I have had, whether it was customization of reports or help with problems, has been answered within the same day. I can honestly say I have never had to "wait" or been left on hold by this company. I would highly recommend it! Tracy - Fresno, CA _________________________________________________________________________________ CaseLode works magnificently for our law firm! We use CaseLode for our conflict checks, time and billing and our general ledger and trust accounting. It is wonderful to have it all in one system! CaseLode is trouble-free and adaptable for various scenarios under time/billing as well as the accounting portion. The reports are very helpful and present well for the executive committee meetings. We also created some customized reports which have improved our efficiency. The telephone support and included upgrades make it easy to stay on top of changes. Sue - Boulder, CO April 16, 2010
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