Still, others intend to act as solid hubs through which add-ons and integrations interact. Determine and prioritize the features you need. Then, search for a provider that fits those requirements. For quick results, use our Product Recommendation Wizard at the top of this page.
Law Practice Management Software helps attorneys perform many of the practice functions necessary to run their offices. But it could also include things like a Client Portal, trust accounting, and document assembly. Typically, this application will house information about your files and help organize them in a way that is easy to interact with. Although one can run an office without legal management software, the functions it serves will need to be addressed somehow.
There is an abundance of law practice and legal management software to choose from. And there is more coming onto the market almost daily. First, know what you should expect from software with our Legal Software Bill of Rights. Break down your legal management software requirements into must-have and nice-to-have features. Use the feature descriptions below as a guide.
One of the best places to start is to lay out your office procedures , from start to finish. Write them down using something like OneNote, or Google Docs.
Then, look for legal management software that fits your needs. Find out if your office needs software that has robust workflow systems, or if you needs something that will integrate with third party document automation software. With your requirements in hand, use the feature filters in the list below to narrow down your choices. Browse the product pages, read the community reviews, and narrow down your choices to 1—3 likely options. Or, for a simpler solution, use our Product Recommendation Wizard at the top of this page to narrow down your options for you.
Finally, sign up for a trial account with each of the likely options, put them through their paces, and select the one that will work best for your firm. For law practice management software, the following are essential features, and you should therefore expect to see a check in every box in this section.
Matter management is the defining feature of law practice management software, of course. However, some software is targeted at specific practice areas and may implement case management in different ways in order to manage information specific to those practice areas. Some products stick to pretty basic task management, while others offer enough features to make any Getting Things Done devotee happy. As with email, this feature means a full calendar client, not just an integration with Outlook or Google Calendar.
Timekeeping is a core feature of practice management software, essential for lawyers who bill by the hour but useful even for those who don't. An actual conflict checker is more than just a search box. This applies to software that actually has a conflict checking feature. Implementation varies, but at a minimum you should be able to search the entire database for matching names. It should check for conflicts accurately and intuitively, allow for a lateral hire to input their conflict database into the system, work quickly when new clients call, and comply with the rules of professional conduct for checking conflicts.
Does it include a full email client? Alternative solutions that don't amount to an email client, like plugins for Outlook or Gmail, do not earn a check for this feature. See software integrations, below. This check means basic document assembly suitable for form letters, invoices, etc. This means basic checkbook register—style bookkeeping, which is more limited than full accounting.
You should be able to keep track of your operating accounts and reconcile your balances, but you may still need full accounting software. This means you can track your client trust accounts, including expenses and payments. It is normal to see trust accounting without basic bookkeeping or full accounting, in which case you will need something else for accounting. Some software includes full double-entry accounting features, making additional accounting software unnecessary.
AbacusLaw is case automation software designed explicitly for law firms. The system works as a complete practice management solution that helps in managing workflows including time tracking, billing, and accounting operations CosmoLex is a cloud-based legal management solution that offers features including time tracking, billing, trust accounting, task and document management.
The solution connects all modules so that users do not have to enter LEAP is a cloud practice management software for small law firms, providing case management, time recording, billing, document automation, and trust accounting, across all your devices for one license fee. LEAP also provides Rocket Matter is a cloud-based legal billing and management solution designed to cater small and midsize law practices.
It features time and billing management, calendar, document management, payments and collaboration management Whether you bill hourly, fixed fee, or on Tabs3 Software offers practice management, case management and financials for small to midsize firms in any practice area.
Tabs3 enables legal professionals to manage their schedule and matters as well as track their time and HoudiniEsq is a hybrid law practice management solution that caters to law practices of all sizes and provides them the functionalities to manage various business routines which include cases, billing, invoicing and several other Bill4Time is a cloud-based professional services system that offers time and expense tracking, billing and invoicing, and project management capabilities to many different industries.
The system records billable and non-billable Invoiced is a cloud-based accounting solution suitable for mid-market to enterprise-level businesses across a range of industry verticals.
It offers an integrated suite with four key modules, namely, Invoice-to-Cash, Recurring Zola Suite is a cloud-based legal practice management solution for law firms of all sizes.
Key features include task management, built-in email, document management, client portals, calendar, contact management, automation, Actionstep is a cloud-based legal practice management solution designed for growing and midsize firms. The integrated solution offers tools for managing cases, billing, invoicing and accounting as well as enables businesses to Jubilee is a cloud-based solution that helps small law firms streamline the entire litigation lifecycle, from filing bankruptcy cases to generating electronic invoices.
It provides a case management module, which enables lawyers LeanLaw is a cloud-based timekeeping and billing solution for small to midsize legal practices. Key features include time tracking, billing and invoicing, financial reporting and Quickbooks integration. A free mobile app is also CaseFox is a cloud-based billing and practice management solution for attorneys, CPAs, consultants, investigators, and other legal professionals.
It is best suited for solo to midsize firms who are looking to streamline time AccountEdge's banking tools allow users to send and receive money, prepare bank deposits and electronic payments, print checks and reconcile accounts.
The system's purchase order feature allows users create and track purchase RTG Bills is a legal billing and time tracking solution that helps law firms streamline operations related to trust accounting, split billing, contingent fees and late charges.
The built-in digital stopwatch lets attorneys PaySimple is the leading payments management solution for service-based businesses, powering the cashflow of over 20, companies nationwide.
PaySimple builds long-term partnerships with companies to drive growth providing MerusCase is a cloud-based legal practice management solution for small, midsize and large legal firms and businesses. PracticePanther Legal Software is a legal management solution for small to large practices specializing in areas including bankruptcy, personal injury, family, divorce, estate planning, litigation, criminal law and many more. Read more. Recent recommendations: recommendations.
Clio FrontRunners Clio is a web-based legal practice management system designed to meet the needs of small to mid-sized law firms. It provides a way to track goals and deadlines, manage cases and documents, and track time Recent recommendations: 88 recommendations. MyCase FrontRunners MyCase is a cloud-based legal management solution that helps attorneys in small to medium size law firms manage communications with their clients and carry out daily business operations.
The solution also provides functionalities Recent recommendations: 56 recommendations. CosmoLex FrontRunners CosmoLex is a comprehensive legal management software designed for smaller and solo firms. It offers integrated features to manage all aspects of a practice: document management, case management, time tracking, and calendaring Recent recommendations: 39 recommendations. Zola Suite FrontRunners Zola Suite is a cloud-based legal practice management solution for law firms of all sizes.
Key features include task management, built-in email, document management, client portals, calendar, contact management, automation, report Recent recommendations: 22 recommendations. Smokeball FrontRunners Whether you bill hourly, fixed fee, or on conti Recent recommendations: 20 recommendations. Tabs3 FrontRunners Tabs3 Software offers practice management, case management and financials for small to midsize firms in any practice area.
Tabs3 enables legal professionals to manage their schedule and matters as well as track their time and bill Recent recommendations: 17 recommendations. BQE Core makes it easier and more profitable to run your business. It organizes information, automates repetitive tasks and allows your firm to spend more time providing service to your clients instead of managing internal process Recent recommendations: 13 recommendations.
ProTempus is an on-premise practice management solution designed for small law firms. Two clicks Recent recommendations: recommendations. Clio is a web-based legal practice management system designed to meet the needs of small to mid-sized law firms.
It provides a way to track goals and deadlines, manage cases and documents, and track time Recent recommendations: 88 recommendations. MyCase is a cloud-based legal management solution that helps attorneys in small to medium size law firms manage communications with their clients and carry out daily business operations. The solution also provides functionalities Recent recommendations: 56 recommendations.
CosmoLex is a comprehensive legal management software designed for smaller and solo firms. It offers integrated features to manage all aspects of a practice: document management, case management, time tracking, and calendaring Recent recommendations: 39 recommendations. Zola Suite. Zola Suite is a cloud-based legal practice management solution for law firms of all sizes.
Key features include task management, built-in email, document management, client portals, calendar, contact management, automation, report Recent recommendations: 22 recommendations.
Whether you bill hourly, fixed fee, or on conti Recent recommendations: 20 recommendations. TimeSolv Legal Billing. TimeSolv is a cloud-based legal time tracking and billing solution that caters to law firms, accountants, consultants, architects, and freelancers, helping them manage daily business operations. TimeSolv integrates project ma Recent recommendations: 18 recommendations. Tabs3 Software offers practice management, case management and financials for small to midsize firms in any practice area.
Tabs3 enables legal professionals to manage their schedule and matters as well as track their time and bill Recent recommendations: 17 recommendations. BQE Core makes it easier and more profitable to run your business.
It organizes information, automates repetitive tasks and allows your firm to spend more time providing service to your clients instead of managing internal process Recent recommendations: 13 recommendations. ProTempus is an on-premise practice management solution designed for small law firms. Two clicks Recent recommendations: 10 recommendations.
This cloud-based software features time tracking, expense management, invoicing, project reporting, and seamless QuickBooks integration Recent recommendations: 7 recommendations. Rocket Matter. Rocket Matter is a cloud-based legal billing and management solution designed to cater small and midsize law practices. It features time and billing management, calendar, document management, payments and collaboration management CloudLex a cloud-based legal management solution built exclusively for plaintiff personal injury law firms of all sizes.
Recent recommendations: 5 recommendations. Litify is the all-in-one, next-generation legal software solution.
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