Efficiently handle ERISA cases with AbacusLaw

With over 35 years of experience building legal practice management software by lawyers for lawyers, we know what it means to call software specific to your practice area. That is why we made our Practice Area Essentials, to take AbacusLaw to another level of increased efficiency. This specialized version of AbacusLaw ERISA case management software includes custom features, smooth integration, and a short learning curve so your staff can handle more ERISA cases with your existing resources. Work smarter, not harder, with an all-in-one practice management solution.

“The way AbacusLaw gathers and keeps all the information through the matters system, whether its setting events, doing conflict checks, being able to have a team of people work on the same case, and keep everything in one place, it is so time saving and makes my job so much easier… I love AbacusLaw!

Assly Sayyar, Attorney at Law

Modernize your case flow with AbacusLaw ERISA compliance software

Don’t put your firm at risk by relying on someone’s memory for conflict of interest checks. Unlike other software, AbacusLaw lets you search how you want – by name, partial name, social security number or “sounds like”.

Automatically capture all time and bill your clients with just a click.

ERISA compliance software case intake screens will set in motion cases that are accurately entered, well organized and include the right follow-up events. Further increase efficiency and reduce risk by integrating HotDocs document automation.

Case status, chronology, deadline and alert reports make sure the right people are working on upcoming activities and that all requirements are met for employees represented by your law firm.

“Working with AbacusLaw, the benefits are phenomenal. The access is very easy. The client inventory is very easy.”

Joe Povelaitis, Paralegal

Purpose-built software for Employee Retirement Income Security Act case management

The Practice Area Essentials designed for ERISA law includes new case intake forms, legal calendaring rules, custom reports, fillable forms, and custom screens designed specifically for ERISA cases. Keep health insurance companies liable and help retirement plans go as expected with AbacusLaw ERISA compliance law software.

New Case Intake

  • Life Insurance Claim
  • Excessive Fee
  • Disability Claim
  • Retirement Claim

Case Types (“Matters”)

  • ERISA Claim
  • Excessive Fee
  • Life Insurance Litigation
  • Retirement

Additional Contact Types

  • ERISA Contact

Additional Reports

  • SOL Alert

Forms for ERISA cases

  • Appeal to Denial
  • Notice of Appeal of Claim
  • Letterhead
  • Request for Employee Record
  • Request for Claim File
  • Authorization to Release Medical Info
  • ERISA Answer to Compliant
  • Cause of Action for ERISA Violation
  • Request to Reopen Claim Process

Rules-Based Calendaring

  • Disability Claim Process
  • Claims File Request
  • Individual Benefit Statement
  • Plan Modifications
  • New Case
  • Plan Information
  • Post Service Claim
  • Pre Service Claim
  • Employer Records Request
  • Employee Request
  • Urgent Claim
  • Retirement Claim
  • Annual Plan Report
  • Employee Report Request
  • SOL 1 Year
  • SOL 2 Year
  • SOL 3 Year
  • SOL 4 Year
  • SOL 5 Year
  • SOL 6 Year

Lawyers Love AbacusLaw

“AbacusLaw is everything you need to manage your law practice in one convenient place! The technical support that comes with AbacusLaw is world class – you talk with a real person who cares about your problems and will work with you to fix any issues.”

Thomas J. Azar, Jr.,
Azar Law Offices

“Been with them for almost 10 years and each version gets better and better! AbacusLaw integrated the case management, “tickler” by rule, forms, contacts, matter, ACCOUNTING AND BILLING, all into a single easy to use and learn package. Changes in one area are iterated throughout the software. We almost never add disparate or duplicate data. Well Done!”

Martin Luther,
Schwartzberg & Luther, APC

“When I get a call from a client, in just one-click I can see everything about their case to immediately answer their questions. Even better, if I’m unavailable and my assistant answers the phone, she too can see their case file to provide instant gratification.”

Frank Vozza,
Vozza & Hugeuenot