What are the best law practice management software tools? Every law office runs on important schedules, standards, rules, and laws. Keeping everything in order, legal, and on time, is very difficult for most law firms.
The marketplace is full of legal software solutions for law firms, programs which all claim to make your professional life a little easier. Some law practice management software can certainly deliver on their promises, while others simply, fall flat.
Law practice management software essentially streamlines the daily operations. The software also manages every aspect of your legal firm, including, but not limited to:
If you’re currently running your law firm, manually, or your office staff is trying to manage various programs, having a one-stop-shop with a law practice management software could be the ticket to organization success for your law firm. Actually, the vast majority of law offices would do well with law practice management software tools.
We realize that law practices are as varied as the lawyers who populate them. How can you know which one to choose as the best management software for your law firm?
When you’re looking for a legal software for your firm, you must think about what areas your practice needs the most help with. Does your office lose files often? If so, look for a software that has exceptional document management capabilities. If your invoices aren’t getting sent on time, look into software with advanced accounting features.
We’ve researched and worked with 25 of the best law practice management tools. You want to make the best decision when considering a new law firm practice management software.
GrowPath is a law practice management software with an extensive focus client intake. This software, crafted with an astounding 18 patents, poses some of the most brilliant efficiency measures.
One unique aspect of GrowPath is their patented “Intake Scoring System”, which makes it easier than ever to sift through your new cases and determine which leads should be given priority. You can start by identifying what defines “high value” for your firm. Then, using GrowPath’s specific algorithm, gives each client a “lead score”, according to the input information.
This software makes client communication a breeze–providing the ability to call, text, email and send letters within a few seconds, right from the platform. Tracking the case life is extremely easy, especially since you can set automatic reminders, if you know you’ll need to take a followup action.
Another feature setting GrowPath apart from other legal management software programs is the robust reporting and ability it provides to “plug and play” with both your data and matters.
The developers at GrowPath go above and beyond for their clients. They work directly with new clients in order to provide a custom migration from other platforms. Furthermore, each software is crafted in-house and tailored to meet the needs specific to each client. This is something the other practice management software programs simply cannot offer.
Integrations: Microsoft Gold, Intuit, SalesForce, Thomson Reuters, CCH, OfficeTools, HotDocs, Sage, and More
This tool was the number one law practice management software by Capterra. AbacusNext has been around since 1983 and is designed, implemented, and managed by Abacus’ Legal Technical Experts.
The strong-suit of Abacus next is organization and automation. The software allows you to update calendars and automate court rules, as well as track billing time against clients. Using a calendar system, AbacusNext schedules all dates based upon all relevant rules. Abacus also allows you to keep case notes, documents, and contact information in one location. For form generation, you may use pre-populated and customizable forms generated from your database.
You may use their mobile app to check emails, phone calls, or track unexpected billable time on the go. This legal software works in the background to track time for all billable activity and then generates completely configurable invoices to send out.
Integrations: Microsoft Gold, Intuit, SalesForce, Thomson Reuters, CCH, OfficeTools, HotDocs, and Sage
This cloud-based technology gives its users the freedom of leaving their desktop behind. It has been around for 14 years and maintains four global offices. ActionStep was a software created for general office solutions, but switched to support law offices.
The initial setup of ActionStep can be difficult and usage will require commitment and training to fully utilize the law practice management software to its fullest potential. But, ActionStep provides training in-person, using online meetings or calls with a certified consultant.
Actionstep legal software allows you to create unique tasks. This automates collecting information, assigning tasks, etc. The software provides customization with specific workflows, custom data fields, or document templates. Assign clients to matters for a full picture of client history. You can drag, drop, search, and save documents into matter folders. By syncronizing with Outlook, ActionStep can pull calendar information, as well as update information to your Outlook account, for a two-way sync.
This legal service also has an integrated trust accounting feature. This allows you to manage client funds and bank accounts via the software. You can run billing matters from full back and front office functionality.
Integration: Office 365, Xero, Gmail, Google Drive, Dropbox, Microsoft Office, NetDouments, QuickBooks, LawPay, LawToolBox, BundleDocs, Box, HotDos, InfoTrack, and Zapier
Amicus Attorney allows extreme automation for repetitive tasks–precedent workflows organize similar tasks on matters. You simply use similar type, manage deadlines, all client files, and more. Furthermore, time entries can help ensure no loss in billable time. Help bill more time in an easy way.
This software integrates with Microsoft but also provides a calendar feature to help schedule and manage appointments, deadlines, tasks, court date calculator, and more. Similarly, they also provide unique ways for document management. This allows you to keep track of pleadings, mortgages, deeds, filings, registrations, and other documents.
One feature that sets Amicus Attorney apart is their client portal. This allows clients the ability to share information, which can be a game changer for some cases. If you integrate the software with your QuickBooks account, you can keep track of clients who are on time and overdue. Then, the software will prompt payment for overdue clients.
Amicus Attorney Features:
Integration: Microsoft Gold, Office 365, QuickBooks, Dropbox, SalesForce, and LexisNexis
Techno Lawyer awarded Case.One the Top 10 Legal Tech solutions –voted on by 11,000+ lawyers. This web-based law practice software provides advanced tools for processing and managing cases. Using an online database form builder, lawyers create custom views to support their own specific workflow. Much like a social media feed, Case.One alerts via a news feed for changes in cases, including new tasks, emails, documents created, etc.
This legal software automates workflows using scenarios and rules to create repetitive events, task assignments, or notifications. Once you’ve crafted your preferred template, from the template library, the document automation helps create and streamline new document templates.
Case.One also provides advanced tools for processing and importing contact data. With a secure file storage, Case.One stores all case files and documents in a secure system.
A nice additional feature is the reporting option. Case.One creates complex reports using the in-house time tracker to track time spent, billing, productivity, revenue, and workload. It also manages the time based on typical case activities. The software can even offer early payment discounts, as well as interest calculation for late payments, and send the information to your clients.
In order to utilize Case.One properly, you must build your client database step-by-step. This essentially develops a profile for every client. Case.One offers staff training to help with this. Case.One also provides a client portal. This allows clients 24/7 online access to share files, as well as the ability to pay their bills online.
Integration: QuickBooks, Dropbox, Gmail, Office 365, LawPay, and Outlook.
This law practice management tool reviews evidence, organizes facts, and identifies trends. Created to give lawyers an edge in litigation, it brings together the facts of your case, witnesses, relevant information and evidence, intuitively.
The unique aspect of CaseFleet is its chronology building tool. This allows you to leverage case timelines, illustrating what happened and when. You can link facts, witnesses, relevant issues, or evidence with documentation proof. Then, you can search for specifics and see how each point connects to the next. Using the full text document search, the legal software allows for flexible searches.
Furthermore, CaseFleet’s document reviewer uses patent-pending technology to provide a cutting-edge solution for entering and reviewing evidence. Use this feature to create facts and link information in your chronology, while you analyze your evidence. This gives you the ability to organize criminal defense cases like never before.
CaseFleet’s reporting feature generates court-ready statements of material facts, complaints, outlines for cross examination, or initial disclosures. The software auto-generates the information, complete with linked documents, as well.
Two-factor authentication provides extra security for your firm, protecting your documents with constant encryption.
CaseFleet makes it easy to delegate work. It tracks responsible parties for every portion of every case. Then, the legal software creates personal emails and popup reminders for those who may be slacking on their part.
Create virtual case files with dynamic organization. Track important matters such as client medical treatment and lien tracking. Keep track of all leads and share information on linked cases. Assign tasks and complete them with case plans and notifications.
Provides case and user calendars. Track meetings, events, tasks, deadlines, important litigation files and documents wherever you go. Shows the big picture of every case with a view of all recorded events.
Works with Amazon Web Services to help guarantee a secure environment. Track demands, offers, and track lien negotiations. Also provides firm wide settlement reports. Keep track of costs throughout every case. Export reports and streamline cost requests.
Document organization, as well as automated letter generation and custom document shortcuts. Provides extensive search features with advanced search options, categories, and filtering. Create and analyze reports on costs, statutes, productivity, and more.
Integrations: Google, Outlook, Office 365, or Exchange
Clio is a cloud-based and mobile friendly law practice management software platform. This software provides several general practice management features. Lawyers, across the board can use these, regardless of their specific legal practice. Clio integrates with over 200 apps, including Microsoft Office 365, QuickBooks Online.
Clio was designed to help law firms manage their daily case workflows, specifically. Because it is cloud-based, storing documents prevents data loss and allows you to access documents anywhere at any time. All legal documents are editable and searchable, unless you specify otherwise.
In addition, the legal platform allows you to manage your legal documents, accounting, timekeeping, billing and more. And, you can manage all of this from the Clio dashboard.
With proper integration between Clio and Quickbooks, Clio keeps all accounting data up to date. You can manage client funds in trust accounts, create and approve bills. It also provides the option to send an e-bill through the client portal. Then, use Clio Payments to process the credit card payment directly from the software.
By using the FastCase integration, you have a law library basically within your reach, at all times. And, using the calendar integration, you can organize your activity to be accessible from all devices.
Includes case management, billing, custom invoices, time tracking, secure client portal, task management, and mobile apps.
Integrations: 200+ integrations
This software platform is endorsed by over 20 state bar associations. What sets Cosmolex apart is its own built-in accounting. Most of the other software works with a QuickBooks integration. It provides integrated billing for processing all invoices, past due notices, and more. Captures all billable activities when they happen and sends bills out on time. Provides customizable invoices, one-click billing, built-in LawPay with no fee, and built-in collection. Furthermore, it integrates legal-specific accounting features. Such as automatic bank data feed, data entry, customizable charts and accounts, and income statements. This includes free login for external bookkeepers!
Cosmolex law practice software allows you to tag all records, emails, tasks, and billing items to client matters. This includes a firm-level dashboard. Calendar and task management, email management, document management, and simplified communication are all readily available from its dashboard.
For clients, Cosmolex offers a secure client portal, as well. This allows client communication, messaging, and information sharing.
Integrations: Gmail, Outlook, Office 365, Apple Mail, Yahoo, GSuite, OneDrive, Box, NetDocuments, Google Drive, Google Calendar, Casemaker, LawPay, and Chrometa
Keep clients connected and preserve privacy with advanced security features. Filevine also provides a calendar tool for creating customizable deadlines and simple built-in reminders.
Show costs, settlement amounts, team performance, case lengths, and bottlenecks. Keep all case records in a secure and organized system. Allows ease of retrieval through versatile searching and document hashtags. Provides real-time disbursal sheet changes. The audit report provides all of your cases with reports and provides clear detail on all practice activity.
Filevine provides planning options for clients with calculated settlements. Helps track where money gets spent: adds up bills, expenses, provides hyperlinked bills, and allows instant access to all relative documents.
Filevine has a super easy interface. This lessens distractions and quickens work rate through simple software. You can easily change any case or client document without downloading it and re-uploading it. Overall, Filevine helps you make profitable decisions on all cases, clients, and team members.
Integrations: Box, Dropbox, Google Calendar, Google Drive, Microsoft OneDrive, Outlook and Word, NetDocuments, Office 365, QuickBooks, and Zapier
Created by Thomson Reuters. Centralize everything important to your law firm in one software. Accessible from anywhere. This cloud-based law office management tool is available to desktop, laptop, tablet, or smartphone. The second tier includes time and billing help. Top tier adds that and a deadline assistant.
Provides a configurable dashboard. Easy access to all the files, documents, and contacts you need. Track billable time, operate trust accounts, deliver reports, and issue invoices. Leverages Westlaw technology. Firm Central works with legal research platforms and conducts integrated global searches. Provides management over rules-based legal deadlines. Track all appointments. Two-way compatibility with Outlook. Access all case and client files and matters. Input billable time from anywhere. Keep your firm’s files safe and secure with cloud security standards.
Firm Central Features:
Integrations: Microsoft Outlook and QuickBooks
It provides complete case management, including: billing management, exposure, staff compensation, case budgets, staff calendars, notes, emails, documents, certified mail, workflow, all matter related contracts, and more. The law firm practice software uses the previous in conjunction with built-in triggers and automation features. For workflow, use a series of to-do’s and steps, offer automatic triggers, emails, and message support for your staff. HoudiniEsq gives easy management of record access for your entire staff, or for certain members only, based on your preference.
Customizable forms work with any matter, event, to-do, or contact forms. Like many other softwares, HoudiniEsq allows you to search the software using a variety of options.
HoudiniEsq provides clear and defensible billing. You can bill for edits before invoicing with a central invoicing dashboard with filters, and Outlook integration. The client portal allows you to share notes, documents, invoices, and more. Get paid through a LawPay account, where clients can view and pay invoices. The client portal’s information can be accessible by organizational clients for easier initiation of new matters. Send past-due invoices, trust balance reminders, client statements, invoices, birthday cards. HoudiniEsq also provides reports for your clients, as well.
Integration: Excel, QuickBooks, Office 365, Outlook, LawPay, Word, WordPerfect, Google Docs, Evernote, and BIRT Business Intelligence Reports.
Support for Spanish, Italian, French, Danish, German, and Chinese languages. Trust and Account Billing: Manage accounts, client money, and billing. Track time and expenses. Create documents from pre-saved templates. Associate all emails with matters by dragging and dropping. Delegate tasks, share documents, and communicate with clients. Streamlined and simple usage. Built upon Amazon Cloud with rest and transition encryption. Also provides the ability to set up 2-Factor Authentication for improved security. Customize workflow with custom fields and groups. Provides creation of workspaces for all teams. Allows collaboration with outside and in-house counsels. Eases management of contacts and related matters.
Integration: API and Zapier
Eliminates double data entry. Extensive library of legal forms, templates, and document automation. Offers secure client correspondence to cut the need for encryption. Offers secure client correspondence to cut the need for encryption.
Simple trust accounting which meets the demands of real estate law. Allows for easy creation of bills and reports. Track all billable time whether in the office or on mobile apps. Manage all client and trust accounts, disbursements, and billing. Create accurate legal forms and documents with document automation. LEAP and RapidPay integrate with LawPay. Provide a payment facility online with wide integration. Measure team performance, get an overview of your firm, and view reports. Grouped in Matters and Clients, Trust, Office, and Management.
Integrations: LawConnect, InfoTrack, QuickBooks, Office 365, and more.
It provides a central location for all case information and client details. On the document management side, Legal Files helps manage case documents and allows for text searching. You can drag and drop matters and documents within the software, making Legal Files extremely easy to use.
For firms with multiple users on the software, it’s contact management is superb. This legal software provides office-wide management that includes a conflict check wizard and duplicate checker. This is key for ensuring clients aren’t added twice or by multiple users. Also, you can make, file, and send notes to staff within the software.
Legal Files major plus is its delegation management process. It provides location management, custom menus, task delegation, team management, email management with integrations, phone messages and mail tracking with notification, automatic time capturing, expense tracking, activity summary, workflow management, outcome tracking, time tracking, and security features. It allows firm-wide, group, and individual calendars. This provides the ability to set up comprehensive inboxes, to-dos with reminders, group and recurring scheduler, legal dates and deadlines calculator, time keeping and activity log, scheduling and docketing, court docketing, automated task scheduling, and outlook calendar sync.
Although the reporting is limited, it does provide a pleadings index report and scheduled client update reports.
Legal Files Features:
Integrations: Microsoft Office and Adobe Acrobat
Provides all the tools to run your entire practice in one place. Includes document automation, batch document scanning, email, and more. Spend less time searching for misplaced files. All documents, items, and correspondence stay organized. With a fully-integrated email, you can send and keep track of case emails without leaving the software.
Provides customization on billing rates. Segment for specific users, user roles, client, and more. Provides customization on billing rates. Segment for specific users, user roles, client, and more.
Integrations: Microsoft Word, Google Drive, Office 365, Gmail, and Microsoft Outlook
MyCase organizes your law practice with thorough, intuitive case management tools. Specifically, MyCase allows you to keep all of your files in one place. The legal software provides both iOS and Android apps for constant connectivity.
With the option of home page or dashboard view, MyCase makes it easy to add cases, calendar events, documents, tasks, invoices, time and expense records. You can then review your records using a search box. With an unlimited storage capability, you can upload all your firm’s legal documents using an extensive and easy-to-use document system with foldering features. The document assembly allows the deletion of manual tasks and merges client and matter data.
If integrated with a calendar, like Google or Outlook, you may set up calendars reminders or events for you or your entire staff. This platform offers two-way syncing features, as well.
The workflow automation feature helps avoid creating the same set of tasks. This allows you to create automated workflows based on what type of case you are working. Either general templates or automated templates for each case, depending on the law firm’s needs.
MyCase provides real-time insight into firm-wide and individual billing. This helps track firm’s progress, payment history, trust ledgers, and more with one-click reporting.
MyCase specializes in file management and client communication, all with band-grade security. However, the software also provides a complete billing solution and a few legal marketing tools. They can even have a MyCase professional website for a one time fee of $995, and $50 per month afterward.
Integrations: Dropbox, G Suite, QuickBooks, Google Calendar, Microsoft Outlook
Today Screen helps keep track of daily tasks. Brings everything you need to know at the beginning of every day. Follow assigned tasks, emails, and calendar events. Allows you to capture all the data you need on intake and is customizable. Import and export, track referral tasks, and scheduling.
Allows your firm to group all related files together by case and client. The software also merges client information into relevant new documents. Track all firm calls and messages in your system, while cataloging them by case or client. Keeps all financial records in one place. Ease of reporting, tracking time, and figuring of costs. Protect all provider information such as contact details, specialties, and supporting documents. For ease of use and tracking. Keep clients up to date when they contact you. Click one tab to pull up all relevant information and updates.
Many case types for completing checklists, fields, or documents. Presets for each type of case. These are all customizable to your exact needs. Full integration with Microsoft Outlook. Allows emails sent or received to post on the clients file. Automated attachment to their document folder. Update many cases at the same time. Keep a record of time spent by anyone or on any one case.
Integrations: Integrates with most common accounting platforms, calendar tools
Get all reports, sorting, and filtering done up to 30 times faster. Calendar Plan Templates for scheduling of a series of events for one or more dates. They are usable over and over again. Templates help you customize which types of matter get what kind of information. Lets you change entry pages, based on the type of matter. Uses entered information to help assemble documents fast and easy. Reports assist with details of your clients, appointments, assignments, and to-do lists. Generate many custom reports or thank-you letters or up to 10 other actions in any workflow.
Automate task setting and reminders, emails, assembling documents, running reports, displaying messages and more. Provides built-in document history tracking. PracticeMaster also allows you to link any document to any client or matter. Use instead of email for quick notes back and forth. Includes certain triggers to track all time spent working on a case. It could be on the phone, researching, emailing, or anything else. Allows you to set small time increments as well for different entry types.
Find any conflict of interest with a potential client and anyone in your firm.
Matter manager organizes all matter information, adds documents from email, fees, phone records, research notes, costs, and appointments. Allows searches with help from the program if needed. Integrates with Outlook.
Integrations: Adobe Acrobat, Excel, Word, Microsoft Outlook, HotDocs
Share and manage client interactions through the secure client portal. Notifications allow you to keep updated on everything from client payments to team activity. You’ll always have access via notification. You can merge legal calendars and emails into one place. Integrates with and syncs with Google Calendar, Outlook, Exchange, iCal, or your phone.
PracticePanther also generates legal invoices and sends them out. It tracks trust account balances, requests and allows you to accept retainer payments for every client and matter. Furthermore, you can track billable expenses and time, and receive payments, all from this software.
Integrations: Provides integrations with Zapier, QuickBooks, Dropbox, MailChimp, box, PayPal, Google Calendar, Outlook, Exchange, iCal, and Authorize.net.
ProLaw allows you to manage clients and matter information throughout the case’s life-cycle. Then, the legal platform streamlines the billing process with its advanced reporting capabilities, transaction process, configurable rates, and alternative fee arrangements.
Keep track of all billable time. Provides a combined integrated solution. Bring all staff online and manage the firm from anywhere. Access key metrics on any part of your firm.
Integrations: Microsoft Outlook, Excel and Word
Rocket Matter Features:
Integrations: Office 365, QuickBooks Online, Outlook, LawToolBoxand more.
Automated document assembly tool which standardizes letters and agreements. Quick and secure electronic signing of documents and letters with DocuSign. Track all tasks every day. Organization of workflows and task reminders, as well as automation of repetitive tasks. See the entire law firm’s calendar. Make appointments with a calendar viewable by week, work week, month or by timeline. You can also bill from the calendar.
Website for your firm for no extra cost with a software subscription.
Integrations: Outlook, Word, LawPay, QuickBooks Online, InfoTrack, RingCentral, Essential Forms, Fujitsu Scansnap, and Campaign Monitor.
Bookkeeping either in-app or integrated with popular software. Secure storage of documents, both in-cloud or on-premise. Time tracking tools available to assist with automated billing. Time Matters features allow automated law firm billing management. Reduce time spent and increasing revenues.
Time Matters Features:
ZolaSuite automatically associates files with matter-related contacts, converts emails, and automatically tracks time when you’re entering draft messages. From the dashboard, you can tag, folder and comment on certain elements, drag and drop elements from Word, or save from other applications, via the cloud. Track clients, prospects, witnesses, opposing counsel, referrals, and more. ZolaSuite also offers a filterable and searchable contact management system. Make notes based on matter with custom formatting. This includes bullets, anchors, and links. Notes are searchable through a folder system for easy organization.
Manage all case-related emails using automatic email filing and automatic billing, all while you message with the built-in email and signature system. ZolaSuite provides email encryption, e-signing options, and court-admissible proof of delivery.
Find case-related contacts with the SmartSuggest system. ZolaSuite allows automatic population of names, addresses, and other related information. For this legal software, manage all case and client related information, based on matter.
ZolaSuite offers a case-centered calendaring system that is usable and viewable on the go. It provides color-coded custom categories based on type of event as well. You also have a general reporting dashboard. Get reports on referrals, general ledger, account statements, originating attorneys, profit and loss, billable hours vs actual hours, unpaid invoices, and more.
Integrations: Office365, Exchange, Gmail, IMAP, OneDrive, Dropbox, Google Drive, Box, Google Calendar, QuickBooks, Caseway, and Microsoft Word.
Law practices are moving from the paper age to digital law firms. Software continues to develop which can make law practice management easier. This makes law firms more profitable, for both small and large enterprises. Our extensive list includes the best law firm practice management software. Our aim is to help you decide which direction to take your firm as the digital age marches onward.
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