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204 results
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Clio
4.7
(1,687)
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Ranked #1 and with the most 5-star reviews on Capterra, Clio is the only intelligent legal work platform with context-aware AI.
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Ranked #1 and with the most 5-star reviews on Capterra, Clio is the only intelligent legal work platform with context-aware AI and trusted legal research.
Proudly used by 400,000+ lawyers from large, small & solo firms.
Work the way you want with flexible solutions for multi-practice firms and manage your law firm securely from anywhere. Personal Injury, Real Estate, Family Law, Civil Litigation, Criminal Law, Immigration + more.
Manage your work in one central system - with matters, legal research, contacts, billing, payments, and everything you need in one place.
Also, new to Clio is Clio Accounting which simplifies your billing, payments, and accounting tasks in one connected system, ensuring you stay on top of trust accounting rules with ease.
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- Trust Accounting Software
- CRM Software
- Document Generation Software
- Client Portal
- Contract/License Management
- Calendar Management
- Task Management Software
- Third-Party Integrations
- Expense Tracking
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uLawPractice
4.6
(87)
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A cloud based, AI/ML, integrated practice management, accounting, trust accounting system accessible ANYWhere, ANYTime from ANYDevice.
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A cloud based, integrated Legal accounting and Practice Management, general accounting and trust accounting, system accessible ANYWhere, ANYTime from ANYDevice.
uLaw has seamlessly Simplified Trust and General accounting, Automated Court forms and provides powerful analytics allow solos and small law to operate efficiently, saving time and money with the comfort in knowing they are compliant with law society regulations. AL/ML tools like SpeechToText and GenerativeAI like ChatGPT for Invoicing
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- Trust Accounting Software
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CosmoLex is a cloud-based practice management, billing, and accounting system for law firms of all sizes.
Learn more about CosmoLex
CosmoLex is a cloud-based, law practice management software with built-in, compliant legal accounting. LawPay credit card processing is also built-in. Its document management tools help assemble, store, share, and collect electronic signatures within the platform. Customizable calendar and workflow management features integrate tasks, deadlines, and client communications directly with case management.
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- Trust Accounting Software
- CRM Software
- Document Generation Software
- Client Portal
- Contract/License Management
- Calendar Management
- Task Management Software
- Third-Party Integrations
- Expense Tracking
SmartAdvocate is legal case management software that organizes documents and communication with customizable features and AI tools.
Learn more about SmartAdvocate
Initially designed by and for personal injury and mass tort litigation practices, SmartAdvocate is now used by a wide range of litigation firms throughout the United States, Canada, and beyond. As a fully browser-based system, law firms are able to choose between SmartAdvocate's Cloud or Server versions. With these options, plus the incredible mobile app, users can access their cases from virtually anywhere.
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- Trust Accounting Software
- CRM Software
- Document Generation Software
- Client Portal
- Contract/License Management
- Calendar Management
- Task Management Software
- Third-Party Integrations
- Expense Tracking
Actionstep Legal Accounting is a specialized practice management solution focusing on accounting, billing, and trust for midsize law.
Learn more about Actionstep Legal Accounting
Actionstep Legal Accounting (formerly Soluno) is a specialized platform that enables law firms to manage the accounting, billing, and trust of their practice with ease.
Users can access features for trust accounting, billing, audit-ready reporting, and more.
Want even more practice management capabilities? Actionstep Legal Accounting pairs well with Actionstep's Practice Management platform. Get efficiency all the way from intake to invoice.
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- Trust Accounting Software
- CRM Software
- Document Generation Software
- Client Portal
- Contract/License Management
- Calendar Management
- Task Management Software
- Third-Party Integrations
- Expense Tracking
PracticePanther is a cloud-based law practice management tool that helps legal teams handle documents, billing, matter data, and more.
Learn more about PracticePanther Legal Software
PracticePanther Legal Software is a law practice management software that streamlines workflows and improves organization. The platform offers case management capabilities, tracking details and documents accessible from any device. Custom workflow tools standardize intake and billing processes, while integration with cloud platforms like Dropbox simplifies document sharing.
The software enhances billing through automated processes, custom fee structures, and online payment options. PracticePanther Legal Software includes a legal client relationship management system, a calendaring system with reminders and court rule integrations, and military-grade encryption for data security. It also allows users to create customized reports to uncover insights on specific types of case data.
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- Trust Accounting Software
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- Calendar Management
- Task Management Software
- Third-Party Integrations
- Expense Tracking
Filevine is a comprehensive platform supercharged by AI. Streamline your case management with the platform trusted by 125,000+ users
Learn more about Filevine
Filevine is the world's first Legal Operating Intelligence System (LOIS), designed by lawyers to be the central nervous system of modern legal practice. Law firms onboard, learn cases, and close faster using Filevine's vast and deep native AI workflows. Ask a question from anywhere in the platform and LOIS emerges as your razor-sharp legal AI assistant.
Surface case data, draft motions, negotiate contracts, monitor depositions, summarize complex documents, get critical insights, flag risks, identify advantages, cite case law and more with the help of LOIS. Trim hours off common legal tasks, so you can bill more, work smarter and spend more time on expert matters.
Trusted by elite law firms, global enterprises, and government agencies, Filevine can help improve every step of your legal workflow.
Get a custom demo and see for yourself.
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- Trust Accounting Software
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Neos is ideal for law practice management thanks to its process automation, effective communication tools, and real-time analytics.
Learn more about Neos
Over 2,500 top law firms trust Assembly's solutions to optimize processes and maximize their bottom line. Our cloud-based solution, Neos, makes law practice management easier with real-time analytics, effortless payment capture, native intake, automated workflows, and more. Work together on documents with team members in real time. Generate multiple documents for hundreds of cases in a few clicks. Enjoy ready-to-use, customizable file templates. Leverage hundreds of integrations.
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- Trust Accounting Software
- CRM Software
- Document Generation Software
- Client Portal
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- Calendar Management
- Task Management Software
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- Expense Tracking
Complete practice management for midsize firms including matters, billing, documents, and accounting in one connected platform.
Learn more about Actionstep
Actionstep is one of the highest-rated legal practice management solution built for midsize law firms. It connects client intake, matter management, billing, trust/client accounting, and document automation in a single system. By unifying workflows across lawyers and administrators, Actionstep helps firms reduce inefficiencies, eliminate double entry, and deliver better client service. With adaptable workflows, firms can align processes to practice areas and maintain compliance with professional obligations. Actionstep’s cloud-based platform ensures that practice management is accessible anywhere and always empowering your team to operate with confidence, consistency, and control.
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- Trust Accounting Software
- CRM Software
- Document Generation Software
- Client Portal
- Contract/License Management
- Calendar Management
- Task Management Software
- Third-Party Integrations
- Expense Tracking
Curo365 is built to handle case/matter management, document management, communications and calendaring, and financial/ERP data.
Learn more about Curo365
At its core, Curo365 utilizes several cloud applications within the Microsoft 365 cloud suite as an innovative and expansive legal practice management platform with robust reporting and customization-abilities. These applications are all enterprise ready, which means that Curo365 can easily accommodate global enterprises as well as solo-practitioners. Enterprise-level security (a significant concern for all law firms) is also fully baked-into Curo365.
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- Trust Accounting Software
- CRM Software
- Document Generation Software
- Client Portal
- Contract/License Management
- Calendar Management
- Task Management Software
- Third-Party Integrations
- Expense Tracking
The best CRM for lawyers. Manage Contacts, Projects, and Timesheets right from within your Microsoft Outlook and Teams.
The best CRM for lawyers. It helps you manage your Clients and Cases (Projects) right from within Microsoft Outlook and Teams. Our mobile and web apps allow you to stay on top even on the go.
Organize emails and meetings automatically by projects, automate repetitive tasks with workflow, track your time, customize forms, and much more.
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- Trust Accounting Software
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- Calendar Management
- Task Management Software
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- Expense Tracking
The BQE CORE Legal cloud for clients and matter management includes a full featured mobile app and powerful time and billing features.
CORE Legal's cloud practice solution provides management tools in a centralized location with anytime anywhere access on any device. Monitor client expectations, matter workflows, events, tasks, billing, and firm financials by connecting front and back office operations. Business and artificial intelligence provide an intuitive user-friendly interface for ease of data entry and real time updates. Seamlessly monitor and delegate assignments to improve efficiently and increase profitability.
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- Trust Accounting Software
- CRM Software
- Document Generation Software
- Client Portal
- Contract/License Management
- Calendar Management
- Task Management Software
- Third-Party Integrations
- Expense Tracking
8am MyCase is a cloud-based law practice management tool that helps law firms handle documentation, client data, invoicing, and more.
8am MyCase is a legal practice management software that streamlines law firm operations with centralized document storage and organization. It features a calendaring system with customizable reminders for managing deadlines. The client portal supports real-time updates, messaging, document sharing, and task management. MyCase offers integrated billing for time tracking, invoice generation, and payment processing via LawPay, including payment plans and recurring billing. Additional tools include document automation, legal-specific CRM, and AI-powered features. With bank-grade security measures compliant with legal standards, MyCase helps law firms efficiently manage cases, communications, and finances through its intuitive interface and integrations.
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- Trust Accounting Software
- CRM Software
- Document Generation Software
- Client Portal
- Contract/License Management
- Calendar Management
- Task Management Software
- Third-Party Integrations
- Expense Tracking
Freshsales is packed with features and a highly intuitive UI so that you don't have to juggle multiple tools to run your business.
Freshsales is a full-fledged sales force automation solution for sales teams. It provides everything a salesperson needs to— attract quality leads, engage in contextual conversations, drive deals with AI-powered insights, and nurture customer relationships. With built-in email, phone, chat, and telephony, Freshsales empowers sales teams with more time for selling by automating the sales process and increases efficiency and productivity in their daily activities.
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- Trust Accounting Software
- CRM Software
- Document Generation Software
- Client Portal
- Contract/License Management
- Calendar Management
- Task Management Software
- Third-Party Integrations
- Expense Tracking
AbacusLaw is a cloud-based legal practice management tool that helps law firms handle calendaring, accounting, case data, and more.
AbacusLaw is a turn-key, fully integrated law practice management solution. Founded in 1983, AbacusLaw works for firms of any size in every industry. Features include rules-based calendaring, document / form automation, matter management, conflict checking, contact management, document and email management, time tracking, billing, balance, accounting, trust accounting and more. AbacusLaw is also available in our private cloud for a complete disaster-proof solution.
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- Trust Accounting Software
- CRM Software
- Document Generation Software
- Client Portal
- Contract/License Management
- Calendar Management
- Task Management Software
- Third-Party Integrations
- Expense Tracking
Cloud-based legal practice management tool that helps businesses manage trust accounting, document automation, intake forms, and more.
Smokeball is a cloud-based legal practice management solution that serves smaller firms in mind across the US, UK, and Australia. With a commitment to transforming legal practices, Smokeball's cloud-based platform helps firms enhance productivity, increase revenue, manage compliance, and deliver client experience. Key features include trust accounting, intake forms, document automation, calendaring, email management, and more. Additionally, it also faciliates third-party integration with applications such as Microsoft Word, Zoom, Quickbooks, Smith.ai, and Microsoft Power BI.
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- Trust Accounting Software
- CRM Software
- Document Generation Software
- Client Portal
- Contract/License Management
- Calendar Management
- Task Management Software
- Third-Party Integrations
- Expense Tracking
Law firms use Quickbase to build custom Practice Management software, keeping the focus on clients without burdening IT.
Quickbase empowers law firms to manage cases, clients and everything in between. Anyone, regardless of technical background, can build custom applications in Quickbase, meaning you won't need IT to develop custom solutions anymore. Keep your focus on your clients by centralizing case management data & documents in Quickbase. Keep your team informed with automated email alerts. And know exactly how your practice is doing with robust executive dashboards. Try Quickbase free for 30 days.
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- Trust Accounting Software
- CRM Software
- Document Generation Software
- Client Portal
- Contract/License Management
- Calendar Management
- Task Management Software
- Third-Party Integrations
- Expense Tracking
Ideals empowers professionals to securely and efficiently manage M&A, fundraising, due diligence, IPOs, real estate, and more.
Since 2008, Ideals has transformed the virtual data room market by introducing an effortless experience with transparent pricing, an easy-to-use interface, and the fastest customer response.
These are among the factors that have made the company the fastest-growing VDR provider, trusted by 1 million users globally, including investment bankers, advisors, real estate professionals, and public institutions.
Ideals’ top priority is to listen to its customers and offer them a frictionless experience, by helping them accelerate their deals while guaranteeing high security standards and excellent customer service.
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- Trust Accounting Software
- CRM Software
- Document Generation Software
- Client Portal
- Contract/License Management
- Calendar Management
- Task Management Software
- Third-Party Integrations
- Expense Tracking
LEAP’s cloud-based legal software integrates practice management, document automation, billing, and AI in one award-winning platform.
LEAP’s all-in-one cloud-based legal software solution integrates practice management, document automation, legal accounting, billing, and AI tools into a centralized platform. LEAP empowers legal professionals to combine their skills, judgment, and creativity with transformative technology to help maximize productivity and deliver exceptional client service.
Explore how LEAP’s award-winning solution supports law firms:
- Practice Management: A unified system keeps teams connected and cases organized while providing a single source of truth.
- Advanced Automation: Reduce repetitive tasks and speed up processes, from document drafting to billing.
- AI Tools: Boost efficiency with legal AI that assists in research, drafting, document analysis, and more.
- App Integrations: Access Microsoft 365, WealthCounsel, Xero, LawConnect, Power BI, QuickBooks, InfoTrack, DecisionVault, and more—all from LEAP's platform.
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Features
- Trust Accounting Software
- CRM Software
- Document Generation Software
- Client Portal
- Contract/License Management
- Calendar Management
- Task Management Software
- Third-Party Integrations
- Expense Tracking
Practice management software built to empower law firms to spend more time helping their clients succeed.
Canopy is a cloud-based practice management solution. Canopy's robust suite of tools is tailored to help firms better manage their cases, organize client documents, and streamline time-consuming processes for your team. Built for firms looking to spend less time on clerical tasks and more time helping clients.
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Features
- Trust Accounting Software
- CRM Software
- Document Generation Software
- Client Portal
- Contract/License Management
- Calendar Management
- Task Management Software
- Third-Party Integrations
- Expense Tracking
Rocket Matter is a legal practice management tool that helps law firms handle client data, process payments, generate reports and more.
Rocket Matter is a legal practice management software that helps law firms streamline their operations. The system includes case management, document automation, collaboration tools, and reporting capabilities that provide insights into performance metrics. It features time billing functionality with intuitive tracking, legal billing, online payment options, and QuickBooks integration to simplify financial processes. Rocket Matter prioritizes security with SOC2 Type 2, PCI, and GDPR compliance, along with encryption and access controls to protect sensitive information. Additionally, it offers mobile accessibility, allowing users to track time, communicate with clients, and view documents from smartphones or other internet-connected devices.
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Features
- Trust Accounting Software
- CRM Software
- Document Generation Software
- Client Portal
- Contract/License Management
- Calendar Management
- Task Management Software
- Third-Party Integrations
- Expense Tracking
8am CasePeer is personal injury law software offering attorneys a solution for case management, practice management, and CRM.
8am CasePeer is a legal practice management tool that helps law firms centralize case management on a unified interface. The system allows firms to manage tasks, timelines, documents, and client treatment information. Its client experience module includes secure tools for intake, communication, and electronic signatures to keep clients informed throughout their cases. CasePeer's built-in legal AI that helps attorneys transform notes into polished content, streamlining the writing and editing process.
CasePeer includes practice management capabilities with automation and reporting functionality, along with expense tracking tools. Additionally, the platform offers numerous PI-specific reports and performance indicators designed to help measure case progress. Created specifically for personal injury practices, the software features an intuitive interface that requires minimal training time, allowing legal teams to quickly implement the system and improve operational efficiency.
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- Trust Accounting Software
- CRM Software
- Document Generation Software
- Client Portal
- Contract/License Management
- Calendar Management
- Task Management Software
- Third-Party Integrations
- Expense Tracking
Bill4Time is a cloud-based law practice management software designed to boost your bottom line with robust time tracking and billing.
Bill4Time is a cloud-based law practice management software designed to boost your bottom line with robust time tracking and billing. Manage your billing, expense tracking, invoicing, and payments on our simple interface. It’s easy to use and made for legal practices of all sizes. Work faster by automating your operations, client communications, and reporting. We’re here to make sure your billable time is tracked, organized, invoiced, and accessed securely from any computer or mobile device. Time is money and it’s important to keep track of both. We are dedicated to streamlining your billing system with industry-leading features and an award-winning customer support team.
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- Trust Accounting Software
- CRM Software
- Document Generation Software
- Client Portal
- Contract/License Management
- Calendar Management
- Task Management Software
- Third-Party Integrations
- Expense Tracking
Amicus Attorney is legal practice managemenr tool that helps law firms manage calendaring, organize client files, track time, and more.
Amicus Attorney is a legal practice management software that centralizes law firm operations, integrating with QuickBooks and Office365 to streamline accounting, documents, and communication. It features dashboards for financials, deadlines, and billable hours, along with tools for case management, calendaring, task tracking, and document automation. Time-tracking runs in the background to ensure accurate billing for all client interactions.
CARET provides leading practice management and fintech platforms to thousands of legal firms across the world, empowering highly skilled professionals to refocus their expertise on what truly matters. CARET serves more midmarket law firms than any other provider through its portfolio of practice management platforms including AbacusLaw, Amicus Attorney, Amicus Cloud, Abacus Private Cloud, and CARET Legal.
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- Trust Accounting Software
- CRM Software
- Document Generation Software
- Client Portal
- Contract/License Management
- Calendar Management
- Task Management Software
- Third-Party Integrations
- Expense Tracking
Tabs3 Software provides intuitive and flexible billing, accounting, and legal practice management solutions to fit law firms' needs.
Tabs3 Software provides intuitive, fully integrated legal billing, practice management, payment, CRM, and website solutions that combine security and advanced performance with fast, flexible, work-anywhere functionality. Tens of thousands of legal professionals use Tabs3 every day.
Choose from Tabs3 Cloud, hosted, or on-premises server options. All offer outstanding, U.S.-based client support.
Sign up for a personal demo at Tabs3.com/SeeTabs3.
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- Trust Accounting Software
- CRM Software
- Document Generation Software
- Client Portal
- Contract/License Management
- Calendar Management
- Task Management Software
- Third-Party Integrations
- Expense Tracking
Law Practice Management Software Buyers Guide
Table of Contents
What is law practice management software?
Law practice management software, also known as legal software, helps lawyers to manage their case-related workflows and legal operations. The software manages documents, tasks, calendars, client communications, and more. These tools can support both front- and back-office workflows and allows users to store confidential information in one secure place.
The benefits of law practice management software
- Reduces lawyer time and effort to search case history: Law practice management software records all case-related information along with critical deadlines and client communication. Having this information in one place makes it easier for lawyers and paralegals to search case history and documents, allowing them to spend more time and effort in preparing for their case instead of sifting through extraneous files and papers.
- Better coordination between lawyers and paralegals: The software helps practitioners to improve task collaboration and coordination amongst themselves and their paralegal team. This allows everyone to be on the same page and improves the productivity of the team as a whole.
- Track work completed and bill clients accurately: The system keeps track of the work done by each staff member (attorneys, paralegals, assistants) on an individual basis. This data can then be used to calculate individual payrolls for everyone, as well as bill clients based on the number of hours spent by each employee on a case.
Typical features of law practice management software
- Document management: Collect, share, and centrally store all case-specific documents and files.
- Legal case management: Manage workflow related to legal cases by tracking emails, notes, payments, contacts, tasks, and time entries.
- Legal matter management: Manage corporate legal practice activities such as compliance, internal claims, and marketing.
- Calendaring: View tasks, deadlines, appointments, and meetings on a shared calendar.
- Billing and invoicing: Generate bills and invoices based on employee billable hours and other expenses on case-related tasks.
Considerations when purchasing law practice management software
- Evaluate the security standards of the solution: Law firms deal with sensitive and business-critical information such as client data and case details. Therefore, it becomes necessary to check and evaluate the security standards of the tool you are planning to buy. The software must offer enterprise-grade encryption, as well as secure messaging, digital signatures, etc. Extended security measures like multi-factor authentication and biometric signage are add-on features.
- Smooth client communication via a client portal: Having a dedicated client portal allows lawyers to share sensitive information with their clients securely. It is recommended to go with a solution that offers client portal functionality as it ensures your clients that you and your firm value confidentiality.
- Integration with third-party apps: Law practice management software should be capable of integrating with your existing applications for bookkeeping, CRM, email marketing, payment gateways, and others. There is software that allows lawyers to easily sign, manage, and track all digital documents and other systems that can be integrated with email platforms to sync emails, calendars, and contacts. Integration with third-party apps will enhance your experience and provide you with a single platform to carry out multiple tasks.
Relevant law practice management software trends
- Artificial Intelligence (AI) is transforming legal research methodology: Junior lawyers and paralegals are often burdened with copious amounts of audit and case research. They have a high probability of making mistakes or missing out on critical information while sifting through large volumes of paper contracts, case reports, investigation files, etc., any of which can disrupt or slow down case proceedings. To assist in avoiding such situations, vendors have started adding AI and machine learning capabilities to their law practice management software. AI-enabled tools look through a large group of unstructured reports and contracts to extract relevant and specific case-related information, thus saving paralegals a large amount of time and effort.
- Shift from manual legal contracts to smart contracts: Legal contracts are currently being written with physical signatures, which requires considerable time for a binding legal agreement to be concluded. It is vulnerable to human error due to the manual processing of legal documentation. A smart contract converts the terms and conditions of the traditional contract to computer code. The same scripts can be uploaded to the blockchain, which is a collection of data, resulting in a decentralized contract. Smart contracts are automatically managed on the blockchain and do not involve any third-parties. This reduces the risk of fraud and lowers transaction costs.