Best Legal Software

Legal software is a combination of tools for the day-to-day management of law firms including accounting, legal calendaring, management of contacts, documents and records to tasks, deadlines and intakes with client portals providing self-service functionality, freeing legal professionals to focus on critical tasks.

Buyer's Guide

Last updated on October 16th, 2023
Legal Software Is All About Securely Managing Legal Cases, Clients and Workflows 

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Legal software refers to end-to-end case management solutions that unite all firm processes under a single platform. It allows law professionals to manage primary business operations, including legal cases, clients, contacts, records, evidence, documentation, accounting, billing, time tracking and more. 

Legal practices can securely store all case-related information in accordance with government regulations. The centralization of firm data vastly improves efficiency and coordination across different legal departments.

Both large and small-scale law firms stand to save time and money by investing in capable legal software. This guide will give you a general idea of legal software, followed by an overview of its distinctive benefits and features. We will advise you on how to compare the top legal products based on features, cost and functionality so that you can decide on the software best suited for your business.

Executive Summary

  • Legal software combines workforce management, accounting, customer relationship management and client management capabilities into a complete service.
  • Legal practices can redistribute workloads more efficiently by automating repetitive tasks such as intake, eDiscovery, billing, document management and audits.
  • Integrated reporting and analytics modules ensure law firms are always prepared to make data-driven decisions.
  • Invest in the correct legal software to improve client retention, customer satisfaction and stakeholder engagement.

What Is Legal Software?

Legal software is a combination of tools necessary for the day-to-day functioning of all law firms, irrespective of scale. Matter, document and client management modules track everything case-related from contacts, documents and records to tasks, deadlines and intakes.

Client portals provide self-service functionality to clients, freeing all types of lawyers to focus on more critical tasks. Billing and time and expense tracking functions are directly tied in with accounting and compliance extensions to eliminate legwork, risk and errors.

Most legal management solutions come with purpose-built security tools that perform conflict checks, encrypt information and provide backups. A legal calendar tracks obligations, deadlines and meetings in real time. Meanwhile, built-in reporting tools can generate powerful insights on workflow, productivity, revenue, billables and more.

The legal practice management software market has been snowballing; reports expect the industry to reach an evaluation of $3.6 billion by 2027 at a CAGR of 8.6%.

Law firms can leverage data visualization and performance metrics to maximize ROI. Data migration services and onboarding support ensure firms don’t lose time during the transition. Administrators can design automated workflows based on templates in a simple low to no-code architecture.

Every functional cog in the legal practice machinery stays in the loop with shared databases and calendars. Includes direct support for API-based third-party integrations based on firm preferences.

The choice of suitable legal software depends on several factors, including practice area, client base, revenue, deployment preference and business size. However, the digitization of legal operations vastly increases the efficiency, stability and scalability of law firms.

Primary Benefits

Legal software comes equipped with various functions purpose-built for legal practices. In this section, we will cover some of the most significant benefits of investing in the right software solution.

Benefits of Legal Software

Ensure Airtight Security and Compliance Posture

Lawyers deal with highly sensitive information on a daily basis. Legal software allows law firms to prioritize security without compromising efficiency. Administrators can restrict access to confidential information through custom controls, ranging from role-based permissions to multi-factor authentication.

Additional technical and physical controls sometimes include biometric identification, session/activity tracking and criminal background checks. All firm data and communications are automatically secured with military-grade encryption, principally HTTPS-based.

The firm’s administrators can choose to back up information databases daily. Legal software also allows law firms to comply with multiple federal and state regulations regarding data privacy, online transactions and trust accounting.

Provide Real-time Access to Information

One of the most significant advantages of investing in legal software is unhindered access to data in real time. Centralization of case-related information and firm data ensures continuous visibility and global access.

Administrators and legal practitioners can access information from any device with an internet connection, resulting in increasingly shorter waiting times. Counsels and team members can collaborate, share information with clients and issue updates across multiple domains.

Data centralization removes the shackles of being responsible for delivering information from your staff and creates a vast web of interconnected teams always in sync.

Automate Workflows

All law firms have to deal with many repetitive tasks daily, covering a wide range of activities, including client intake, time tracking, document management, data entry, matter management and more. Legal software allows lawyers to automate these menial tasks via custom workflows. Some platforms even allow administrators to prepare a sequence of tasks with trigger-based workflows.

Workflow automation allows lawyers to streamline the client intake process through custom web forms. Upon verification, clients are automatically assigned to related matters. It automatically categorizes documents based on custom data fields, assigns tasks, issues alerts, prepares bills and approves invoices. Automated workflows free up firm resources, allowing lawyers and paralegals to focus on more demanding, billable tasks.

What you require out of legal software will vary depending on your law firm's scale — but workflow automation makes it an indispensable asset to law firms of all sizes.

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Key Features & Functionality

Client Management

Client management is the bread and butter of any legal software. Firms can track potential clients and log intake data via online forms. New clients are automatically categorized based on associated matters, records and contacts.

This feature also covers a host of client services. Counsels can share case-related information, updates and deadlines with clients. Send invoices, track correspondence and schedule follow-up emails with relative ease. Improve client retention by always keeping them satisfied and in the loop.

Time and Expense Tracking

Automatically create time entries for client activities. Do not lose a minute of billable time with intuitive time tracking capabilities for activities ranging from communication and documentation to meetings and hearings. Invoice billable time directly. Prepare billing entries with data pulled from associated legal matters.

Document Management

Legal software provides law firms with a full range of control over case-related documentation. You can store and access legal documents, images, audio and video files from any authorized device. Automatically categorize documents based on related matter and content.

Prepare documents for e-signatures and perform keyword-based searches. Protect sensitive documents via administrative controls and never lose any evidence with automated backups.

Accounting

Managing discrete operating and trust accounts can be extremely stressful; however, you can more or less automate the entire process with the help of legal software. Track payments, aging receivables, year-end reconciliations, transactions, client ledgers and more. Prepare invoices in compliance with state and federal regulations.

Reconcile your trust position with complete visibility. Automatically remind clients to replenish retainers and run reports based on accounting data.

Legal Calendar Never lose sight of deadlines, tasks and hearings with a dedicated legal calendar. Shared calendars allow everyone in the firm to stay on top of obligations and appointments. Automatically synchronize calendar changes and schedule firm-wide meetings.
Reporting

Legal software comes equipped with robust reporting capabilities. Run reports on productivity, revenue, transactions, billings, workflows, referral sources and more to maximize return on investment (ROI). Add context to your firm’s revenue by tracking profitable practice areas, matter types, clients and lawyers.

Leverage insights derived through reporting to take a closer look at your firm’s fee structure and workloads. Find the optimal distribution of work between your attorneys and paralegals. Make data-driven decisions about your cost of labor.

Billing Management

The faster you process bills, the quicker you get paid. Expand your payment options to meet individual client requirements. Administrators can automatically create and issue digital invoices. Firms can process credit card payments without the additional risk of chargebacks.

Client Portal

This feature gives more power to the people. A self-service portal allows clients to share documentation and communicate with counsels securely. Lawyers can notify clients about important dates and developments.

Legal Software Report

Expert recommendations and analysis on the top Legal Software

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Software Comparison Strategy

Unfortunately, we cannot simply point you toward a software vendor and guarantee they’ll be a perfect fit. Different legal software vendors cater to different needs — the key to finding the right vendor lies in figuring out your firm's requirements. In this section, we will provide a fundamental comparison strategy to help you come to a proper conclusion.

It all starts with assembling a requirements list. Most legal software products offer a few basic features, such as time and expense tracking, accounting and billing. To shortlist the vendors best suited for your needs, consider the following prerequisites as they apply to your organization.

The deployment method is a principal point of consideration. You have to decide whether you want a cloud-based or on-premise solution. The list of viable products becomes significantly shorter based on your preference.

Another important factor to consider is mobility. You have to decide how crucial remote accessibility is to your organization. Depending on that, you might have to shortlist software partners with a mobile application.

Obstacles surrounding cloud migration can act as a significant deterrent to switching to legal software. If you have similar apprehensions, then we recommend looking into vendors who offer migration support. A robust training program can also be beneficial under such circumstances.

The final item we would recommend you to consider is integration support. Every law firm, regardless of scale, already has a system in place. The ability to integrate that older infrastructure into your new environment can be the difference between implementation success and failure.

Get references from your contacts in the industry. Discover firsthand the different advantages and limitations of various software partners. Find out what you need from legal software, and keep working through the shortlist until you find the perfect match for your firm.

Cost & Pricing Considerations

When it comes to legal software, deployment methods can play an important role in pricing considerations.

For on-premise deployment, licensing and maintenance costs depend on the size of your organization. Additional installation charges may be levied depending on the total amount of equipment in use, which your organization is responsible for maintaining and upgrading if necessary.

A Software-as-a-Service (SaaS) model or cloud-based deployment involves monthly or yearly subscription charges. These typically include permissions for all authorized devices per user account. A SaaS model will help you downsize installation costs and maintenance charges but may include extra charges for additional users and features.

Several software partners offer additional services to go along with the primary platform. Depending on the scale of your organization, you can choose to opt for various services, including integrations, training, branding, data residency, maintenance, attorney consultation, premium support and more.

Figure out your firm’s requirements to ensure you only pay for what you need and maximize ROI. Carefully consider your business model, available budget, priorities and integration options before making the final decision.

Legal Software Report

Expert recommendations and analysis on the top Legal Software

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Best Legal Software

When it comes to legal software — or any software, for that matter — it’s nigh impossible to single out a particular product as “the one.” There are a variety of software vendors in contention for the crown of “best legal software,” but even then, what may qualify as the best might not be the best for your organization. For your consideration, we have prepared a product leaderboard based on the research conducted by our market analysts.

Legal Software Leaderboard

Smokeball

Smokeball is a cloud-based, end-to-end platform designed to meet the daily requirements of law firms. It combines case, client and workflow management capabilities with billing, scheduling and reporting modules. It supports multiple industry-specific integrations and encrypts all firm information. The platform supports hybrid implementation and provides both online and offline access.

Smokeball

Readily access to case and client information.

Zola Suite

Zola Suite is an end-to-end practice management suite that combines matter management, accounting, CRM and billing capabilities. The cloud-based platform provides developers unrestricted access to case management, database development, CRM, workflow automation, security and reporting modules. A built-in legal calendar, task management tools and military-grade encryption keep the platform scalable and competitive at all times.

Zola Suite

Convert emails directly to tasks.

MyCase

MyCase helps legal practices find the right balance between different firm operations. Users have complete control over custom workflows, tasks and legal calendars. Its built-in reporting and accounting capabilities ensure scalability for firms of all sizes. Intelligent automation and LEDES billing streamline regulatory compliance, data validation and CRM, saving you both time and money.

MyCase

Get in-depth insights into your sales pipeline.

Legal Software Report

Expert recommendations and analysis on the top Legal Software

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Questions To Ask

If this is your first foray into the world of legal software, take a moment to slow down and process all the information. While figuring out your requirements, it is essential to ask questions: start with one question and gradually work your way through all your queries. We have prepared a list of questions for you to consider from the outset.

Legal Software Questions to Ask

Here are a few questions to ask yourself about your firm’s requirements:

  • What are our immediate requirements for the firm?
  • Do we need a scalable solution?
  • What data requirements do we have?
  • Do we require remote access?
  • What kind of integrations do we need?

Use these questions to communicate your requirements to legal software vendors:

  • Which services require additional subscriptions?
  • Does the vendor provide customer support? What does it include and what are the estimated response times?
  • What kind of federal and state regulations does the software comply with?
  • Does the software synchronize with jurisdictional rules and regulations?
  • What are the platform’s security measures and encryption standards?
Legal Software Report

Expert recommendations and analysis on the top Legal Software

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In Conclusion

Choosing the perfect legal software can be an intensive process. We know how difficult it can be to balance your financial and operational requirements. Still, taking your time and considering all the factors is important — it can spell the difference between a successful law firm and a failed investment.

We hope this guide can help you deconstruct the process and reach a productive conclusion, serving as a starting point for you to move on and make intelligent decisions during your software selection journey.

Product Comparisons

MyCase

User Sentiment:
User satisfaction level icon: excellent

MyCase is a cloud-based practice management tool designed to streamline legal operations, including document management, client intake, billing and accounting, time tracking and litigation. Drive collaboration across teams, monitor case progress and assign tasks via the legal calendar. Prepare automated workflows for daily activities and centralize client communication with a dedicated self-service client portal. Offer multiple payment options and tailored plans along with LEDES billing. Implement an effective lead conversion strategy with optimized intake forms, firm websites and analytics dashboards. Accessible from any mobile device, it enables lawyers to run preconfigured reports on business health, automatically perform year-end reconciliations and manage trust accounts. Secure user accounts and legal documents with bank-grade encryption both at rest and during transit. Eliminate data redundancy with automated data validation.

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Clio

User Sentiment:
User satisfaction level icon: excellent

Clio is an industry-leading end-to-end solution to streamline all aspects of a law firm — case management, daily workflows, billing, client relationship and in-depth reporting. Firms can opt for its practice management and billing-focused Clio Manage, client-facing Clio Grow or combine the best of both worlds with Clio Suite. Users can access a centralized calendar to schedule workflows, deadlines and client appointments with reminders, checklists and follow-ups. They can also access and manage cases, matters, documents and clients in real-time and generate bills with personalized payment plans, track billable hours and account receivables to maximize firm revenues. It provides a secure database for easy access to client records, documents and matters. It simplifies client intake, relationship and retention processes with lead generation, secure communication, client tracking and online payment modules. It also provides robust customizable dashboards and reporting to enable data-driven insights on different facets of the firm. Scalable for practices of all sizes, firms can leverage more than 200 integrations and its immersive referral network to enrich its functionality. Its dedicated cybersecurity and cloud deployment enable users and teams to connect securely and remotely from the devices of their choice.

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Quickbase

User Sentiment:
User satisfaction level icon: great

Quickbase facilitates application development enabling problem solvers of any technical background to solve business issues. The low-code development maximizes the effectiveness, improves speed and agility to innovate and reduces IT complexity and costs. It provides advanced integration capabilities and automates workflows using simple business logic. It empowers stakeholders to get real-time visibility and insights into day-to-day business operations and make data-driven decisions to minimize risks and maximize profits.Law firms can utilize it to build personalized case management solutions aimed to simplify legal database organization, dynamic reporting and workload management. Effortlessly manage a centralized database of case files, client information and legal documents and ensure coordination between stakeholders.

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Needles

User Sentiment:
User satisfaction level icon: great

Needles is a flexible solution aimed at enabling law practices to streamline their firm operations. It provides numerous templates to build configurable workflows, daily checklists and schedules. Firms can maximize billable hours using its time and expense tracking modules. It allows firms to manage and collaborate on documents and cases with ease. Its personalized dashboards provide greater practice visibility.Users can leverage pre-built or custom real-time reporting modules to gain granular insights into different practice facets. Firms can opt for its cloud-based Neos offering to enable remote access to all its functionality. Hosted on Microsoft Azure, it provides robust security, data backups and an API for seamless integrations.

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SmartVault

User Sentiment:
User satisfaction level icon: great

SmartVault is a reputable application that ranks 26 among all CMS Software according to our research analysts and 227 crowd-sourced reviews from 2 sources. Starting from $20, SmartVault is priced more competitively, has offered a free trial in the past and is most advisable for any business. SmartVault can be deployed online and on-premise and is accessible from a limited number of platforms including Windows and Linux devices.

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Practical Law

User Sentiment:
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Practical Law is a reputable application that ranks 6 among all Legal Software according to our research analysts. Starting from $150, Practical Law is priced within reason and is most fitting for any business. Practical Law can be deployed in the cloud.

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Filevine

User Sentiment:
User satisfaction level icon: excellent

Filevine is a cloud-based legal case management platform designed for private law practices, in-house counsel, big law and government prosecutors. Consolidate all case-related documents, data, notes, and tasks under the same environment. Drive collaboration across multiple teams and track ongoing assignments with the activity feed module. Prepare automated workflows to simplify daily processes. Implement role and permission-based access to limit access to sensitive information. Connect contacts to associated legal matters and correspondence history. Map out client interactions for contextual insights into every case.

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Clio Grow

User Sentiment:
User satisfaction level icon: excellent

Clio Grow is a cloud-based solution for firms to attract and retain clients. Users can manage all aspects of their client relationships with its secure contact database, email lists, alerts and secure communication modules. It automates appointment scheduling, with reminders and follow-ups to minimize no-shows and cancellations. Users can accept payments upfront with a Clio Manage integration. It also handles the entire client intake process with customizable intake forms and e-signatures. Users can utilize its intuitive dashboards to get actionable intelligence on client intake, leads, revenue and productivity. Cloud-based and compliant, it provides robust cybersecurity for teams to securely collaborate from anywhere. Firms can leverage its exceptional support and referral network to enrich client intake.

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INSZoom

User Sentiment:
User satisfaction level icon: good

INSZoom by Miratech offers case management, document management and workflow automation to handle legal cases. Designed primarily for law firms specializing in immigration law, it provides specific modules for visa petition preparation, case status tracking and compliance monitoring. A centralized location for storing and managing legal documents enables easy access to critical information and collaboration with colleagues. With its robust reporting capabilities, law firms can track key metrics and gain valuable insights into their operations.

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ServeManager

User Sentiment:
User satisfaction level icon: excellent

ServeManager is a high-profile software platform that ranks 10 among all Legal Software according to our research analysts and 177 crowd-sourced reviews from 1 source. Starting from $39, ServeManager is priced fairly, offers a free trial on occasion and is most suitable for large corporations.

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Bill4Time

User Sentiment:
User satisfaction level icon: excellent

Bill4Time provides law firms of all sizes with productivity and practice management solutions. Track and review billable activities from any device in real time. Expedite payment with pre-filled digital invoices and secure online payments. Provide clients with a self-service portal to track their invoices, payment status and transaction history. Use the customizable dashboard to keep tabs on all case-related activities and transactions and centrally access firm data. Administrators can design automated workflows to assign, track, schedule and prioritize tasks and legal obligations. Supports trust accounting with IOLTA reconciliation and QuickBooks integration. Run preconfigured reports on KPIs, productivity, task management, brand recognition, reputation and more.

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TimeSolv

User Sentiment:
User satisfaction level icon: excellent

TimeSolv is a cloud-based solution that provides law firms with time and billing capabilities and helps ensure compliance with industry standards. Lawyers can track expenses, generate invoices and process payments quickly and accurately. It offers project management modules to manage deadlines, assign tasks and collaborate with colleagues. Its reporting capabilities provide insights into the firm's financial health and performance to make informed decisions and improve practice.

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NetDocuments

User Sentiment:
User satisfaction level icon: great

NetDocuments is a high-profile software system that ranks 45 among all CMS Software according to our research analysts and 29 crowd-sourced reviews from 1 source. NetDocuments is most fitting for any sized company. NetDocuments can be deployed in the cloud and on-premise and is accessible from a limited number of platforms including Windows devices.

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PracticePanther

User Sentiment:
User satisfaction level icon: excellent

PracticePanther is a comprehensive cloud-based platform that enables law firms to manage their relationships with leads and customers. It includes the capabilities firms require to support their marketing, sales and service efforts. Its 256-bit data encryption ensures security crucial for legal information. Practices of all sizes can automate invoicing, time-tracking and payments while remaining compliant with IOLTA, ABA and state bar guidelines.Firms can leverage it to secure client details with an integrated client portal and account for every billable minute. In addition to case, document and workflow management modules, it provides data-driven resource allocation with its real-time business insights and customized reporting. Its intuitive mobile app allows users to handle day-to-day activities on-the-move.

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Soluno

User Sentiment:
User satisfaction level icon: excellent

Soluno is a premier software product that ranks 15 among all Legal Software according to our research analysts and 96 crowd-sourced reviews from 2 sources. Starting from $79, Soluno is priced more competitively and is most applicable for small or medium sized businesses. Soluno can be deployed in the cloud and on-premise and is accessible from a fewer number of platforms including Windows and Linux devices.

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CosmoLex

User Sentiment:
User satisfaction level icon: excellent

CosmoLex is an end-to-end practice management solution that combines CRM, case management and accounting workflows. It helps maintain complete visibility over legal matters by connecting active cases to associated calendar entries, documents, contacts and emails. Businesses can automatically track time and expenses and create digital invoices with a single click. Uncover missed payments and commissions with purpose-built reports. It can manage trust and operating accounts in compliance with state and federal regulations.Other capabilities include task management, a legal calendar with automated notifications, and a public calendar to send out firm-wide notifications, meeting announcements and alerts.

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Everlaw

User Sentiment:
User satisfaction level icon: excellent

Everlaw is a cloud-based platform for law firms, corporations and government agencies to facilitate their litigation and investigation processes. Intuitive and easy to use, it enables legal stakeholders to communicate and collaborate securely in real-time and create narratives as a team. It streamlines the entire e-discovery process with self-service rapid uploading, granular searching, efficient post-reviewing and production offerings.Elucidate hidden insights using its interactive visualization and clustering modules and make accurate evidence-based case predictions using machine learning algorithms. Businesses can leverage its secure API, customized project templates and administration access control to personalize it for their unique needs.

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Docketwise

User Sentiment:
User satisfaction level icon: excellent

Docketwise is a prominent application that ranks 18 among all Legal Software according to our research analysts and 135 crowd-sourced reviews from 2 sources. Starting from $49, Docketwise is priced less than most others, commonly offers a free trial and is most fitting for any business. Docketwise can be deployed online.

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Luminance

User Sentiment:
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Luminance is a prominent platform that ranks 19 among all Legal Software according to our research analysts. Starting from $0, Luminance is priced initially at no cost and is most suitable for any sized company. Luminance can be deployed in the cloud.

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Rocket Matter

User Sentiment:
User satisfaction level icon: great

Rocket Matter provides law firms with a user-friendly practice management platform capable of everything from case management and CRM to time tracking and billing. Store all case-related data and documents in one place and track them via kanban boards. Leverage robust reporting tools to get actionable insights. Automatically link time entries to invoices and product mass invoices with custom billing rules. SImultaneously manage both trust and operating accounts. Securely create, store and share an unlimited number of legal documents. Use predefined parameters and templates to organize legal matters and develop automated workflows for all phases of a case. Create an invoice schedule that supports multiple billing plans and payment methods. Facilitate same-day payments with electronic invoices and online payments. Integrate with third-party technologies to improve scalability.

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Lex Machina

User Sentiment:
User satisfaction level icon: poor

Lex Machina is a prominent software application that ranks 21 among all Legal Software according to our research analysts and 1 crowd-sourced review from 1 source. Starting from $0, Lex Machina is priced initially at no cost and is most advisable for businesses large and small. Lex Machina can be deployed online.

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Apricot

User Sentiment:
User satisfaction level icon: good

Apricot social solutions is a cloud-based platform that allows organizations to simplify case management and keep track of client data, case files, court dates and relevant information. It enhances efficiency and productivity by reducing the time spent on reporting and manual data entry. Its mobile-responsive design provides easy access from anywhere, anytime.Analytics and reporting capabilities enable businesses to identify trends and gain insights into daily operations. It helps automatically manage documentation, applications, audits and suppliers.

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Clio Manage

User Sentiment:
User satisfaction level icon: excellent

Clio Manage is a cloud-based platform to manage law firms — organize cases, accommodate clients and collect payment — from anywhere. It helps users to stay on top of their cases and matters with maximum details and real-time development updates. Users can also store, edit and manage documents, images or audiovisual content in the cloud. They can collaborate with clients with secure communication, an online payment portal and flexible payment structures. In addition to offering billing and invoice management, it can track payments, time and expenses with ease. It also offers a legal calendar, a centralized insight dashboard and task scheduling inclusion to streamline and automate day-to-day firm operations. It ensures compliance with robust security, more than 200 integrations and dedicated support with 99% uptime guarantee.

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Actionstep

User Sentiment:
User satisfaction level icon: great

Actionstep is an end-to-end cloud-based platform designed for legal practices to manage and execute daily operations. It is scalable and easy to use with drag-and-drop functionality. Users can automate administrative practice workflows with extensive control over each step of the process. They can also build templates to automatically populate legal documents with required data. It provides seamless client onboarding and management with client conflict verification and record management modules. It can also automate matter management with custom structures and data filters, and streamline billing, accounting and time tracking.Businesses can utilize its assortment of integrations and native iOS and Android apps to manage day-to-day operations on-the-fly. It leverages AWS to provide end-to-end data encryption, permission-based access and automated data backups. Measure performance in different practice areas with its robust reporting.

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CS DISCO

User Sentiment:
User satisfaction level icon: excellent

CS DISCO is a well-known software product that ranks 25 among all Legal Software according to our research analysts and 3 crowd-sourced reviews from 1 source. Starting from $0, CS DISCO is priced at no cost when starting, commonly offers a free trial and is most advisable for business of all sizes. CS DISCO can be deployed online and on-premise and is accessible from a fewer number of platforms including Windows devices.

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Logikcull

User Sentiment:
User satisfaction level icon: excellent

Logikcull is a cloud-based platform to streamline the legal discovery and investigation processes. Intuitive and easy to implement, legal teams of various specialties can bypass long installation times, training requirements and hosting fees to quickly take charge of their e-discovery and legal hold operations. Users can drag and drop to upload data in seconds, while it takes care of text indexing, metadata extraction, deduplication and OCR to enhance exploration and volume reduction. Encrypted, AWS backed and SOC-II compliant, it acts as a centralized secure database to host the most complex search projects. Users can search and discover with ease using various filters, custom tags, basic terms or bulk keywords. It helps manage defensible legal holds in simple steps with custom templates. It can also track hold acceptance and schedule reminders for faster acceptance. Reporting modules can be used to monitor performance, progress and insights by projects, teams or individuals.

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HotDocs

User Sentiment:
User satisfaction level icon: great

HotDocs is a well-known platform that ranks 64 among all CMS Software according to our research analysts and 112 crowd-sourced reviews from 2 sources. Starting from $25, HotDocs is priced more competitively, commonly offers a free trial and is most applicable for any sized company. HotDocs can be deployed in the cloud and on-premise and is accessible from a limited amount of platforms including Windows and Linux devices.

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Litify

User Sentiment:
User satisfaction level icon: excellent

Litify is an all-in-one cloud-based solution designed to streamline and automate legal operations. It helps manage cases, clients, documents and workflows, simplifying day-to-day tasks and increasing productivity. A unified view of all case-related data enables law firms to track progress, monitor deadlines and stay informed at every step of the process. Legal teams can improve collaboration and deliver better outcomes with customizable dashboards, reporting and analytics, document automation, calendaring, and docketing. It also provides powerful analytics capabilities to measure performance and identify areas for improvement.

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Smokeball

User Sentiment:
User satisfaction level icon: excellent

Smokeball is a hybrid solution to manage various facets of a legal firm, including cases, billing, documents, clients and daily operations. It provides comprehensive billing including automated timekeeping activity tracking, custom invoices, online payments and trust accounting. Users can create and manage legal documents and forms using over 20,000 forms, perform e-filing and request e-signatures. Assign, collaborate and automate tasks and workflows with smart reminders on priorities, events and deadlines, as well as increased visibility with convenient access to its intuitive legal calendar. It also provides centralized access to organize relevant legal case data and a secure portal to enhance client communication.Its real-time reporting and dashboarding modules enable data-driven insights on business trends, performance, finance and profitability. It offers intuitive integrations with Lawpay, QuickBooks, MS Word and Outlook, and more. to enhance its billing, payment and management functionality. In addition to its user-friendly remote accessibility, its hybrid implementation enables both online and offline access. Firms are entitled to dedicated onboarding, training and support services.

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Juris

User Sentiment:
User satisfaction level icon: good

Juris is an end-to-end solution to streamline the financial requirements of law firms and maximize profitability. It ensures that time is tracked and billable hours are maximized according to firm-specific rules. Firms can create standard or custom bills with prebill editing options. It also tracks accounts receivable with a comprehensive view of firm dues, payments and overall cash flow.Its dashboard displays in-depth prebuilt or custom financial and performance reports. In addition to the core offering, firms can opt for its advanced suite add-ons for enhanced business intelligence, analytics and control. They can also opt for its mobile app to utilize its functionality anytime, anywhere.

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Zola Suite

User Sentiment:
User satisfaction level icon: excellent

Zola Suite is a cloud-based practice management solution with integrated matter management, CRM, time tracking and billing capabilities. Businesses can centralize all firm and client data, track time and expenses, and manage operating and trust accounts. It helps prepare digital invoices, run financial reports and connect legal matters with associated contacts, documents, communications and tasks to get complete visibility over active cases. The built-in legal calendar tracks important events and touchpoints in real time. It complies with SOC 2 auditing standards and secures sensitive information via military-grade encryption and user permissions. Companies can expedite client onboarding with trigger-based workflows and intelligent forms. It integrates with third-party applications for continued scalability.

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CloudLex

User Sentiment:
User satisfaction level icon: excellent

CloudLex is a SaaS platform for personal injury law firms to manage every step of intake, litigation, trials and settlement processes. It helps streamline communications, accountability, productivity, storage and collaboration across all departments.It offers a HIPPA-compliant document and data manager, client messenger, integrated calendars, settlement calculator, workflow automation, and expense management capabilities. A robust mobile app helps organizations stay on top of operations from any remote location.

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MerusCase

User Sentiment:
User satisfaction level icon: excellent

Meruscase is a scalable cloud-based solution for firms of all sizes to save time on various practice operations: automate documents, track billable time and manage calendaring, email and legal cases. It provides 360 degree visibility of relevant case data with robust predictive searching modules. Users can batch scan documents and auto-populate forms using custom templates. Maximize revenues with intuitive time tracking, customized e-billing and comprehensive bookkeeping. Administrators can delegate tasks, while team members can collaborate on them with increased transparency using color-coded tiered calendaring. Leverage 35 built-in reporting modules to gain data-driven insights on billing and cash flow patterns, workloads, performance and more. Keeps data secure with SSL encryption and regular backups. The vendor also offers automatic updates, seamless migration, personalized training, unlimited cloud storage, remote accessibility and dedicated support.

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TeamConnect

User Sentiment:
User satisfaction level icon: excellent

TeamConnect is a well-known software system that ranks 34 among all Legal Software according to our research analysts and 1 crowd-sourced review from 1 source. TeamConnect is most suitable for enterprises with hundreds or thousands of employees. TeamConnect can be deployed in the cloud and on-premise and is accessible from a limited set of platforms including Windows devices.

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CASEpeer

User Sentiment:
User satisfaction level icon: excellent

CASEpeer allows lawyers to manage their cases and clients in one place. It’s a cloud-based software that users can access from anywhere, anytime. It offers various features, including case, client, document and task management. Automated workflows, reporting options and task management modules support improved settlement metrics. It helps prioritize client experience with built-in self-service offerings and client portals.

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Firm Central

User Sentiment:
User satisfaction level icon: good

Firm Central is an end-to-end cloud-based solution that provides firms with a centralized interface to manage legal matters, accounting, calendaring, time tracking, billing and client communication. Users can track time and expenses efficiently from multiple devices and create flexible payment options and custom invoices for clients. Monitor legal workflows using its legal calendar with custom rules templates, deadline assistance, permissions-based access and multiple viewing options. Dashboards and reports provide up-to-date data-driven insights. It offers robust data security with encryption, compliant servers and 24/7 security monitoring. It also provides continuous data backups and seamless integrations. Users can access it from anywhere, from any device.

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