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Ranked #1, Clio is the leading legal case management software with the most 5-star reviews. Schedule a live demo to learn more. Learn more about Clio
Ranked #1, Clio is the leading legal case management software with the most 5-star reviews and the only legal software with over 1,000 reviews on Capterra. Clio is a cloud-based legal case management solution that lets you manage your law firm securely from anywhere. Access and manage your work in one central system - with matters, contacts, billing, and everything you need in one place. Schedule a live demo to learn more. Learn more about Clio

Features

  • Calendar Management
  • Case Notes
  • Client Management
  • Document Management Software
  • Contract/License Management
  • Time Tracking Software
Legal case management software for attorneys that's intuitive and easy to use. All your case files in 1 place. Try it free. Learn more about PracticePanther Legal Software
Join the HIGHEST RATED legal case management software on Capterra! See why tens of thousands of law firms in over 170 countries use PracticePanther to automate their workflows and get more done in less time. Never miss deadlines, get paid faster, seamlessly track billable time & expenses. Work from anywhere, on any device, with our mobile app. It's easy, user-friendly and intuitive. Now you can spend less time managing your firm and more time making money. Try it free, no credit card needed. Learn more about PracticePanther Legal Software

Features

  • Calendar Management
  • Case Notes
  • Client Management
  • Document Management Software
  • Contract/License Management
  • Time Tracking Software
CosmoLex is the only cloud-based, total practice management, billing, and accounting system (no QuickBooks® required). Learn more about CosmoLex
Thousands of law firms have switched to CosmoLex - the only cloud-based, law practice management software with built-in, compliant legal accounting (no QuickBooks needed). CosmoLex eliminates the struggle of juggling separate systems for law practice management, billing, and accounting. LawPay credit card processing is also built-in with no fixed monthly fee. Simply log into CosmoLex Cloud - anytime, anywhere - to get everything you need to run your entire law practice. Try free today! Learn more about CosmoLex

Features

  • Calendar Management
  • Case Notes
  • Client Management
  • Document Management Software
  • Contract/License Management
  • Time Tracking Software
TeamConnect is a comprehensive corporate legal solution enabling legal departments to cut costs, mitigate risk and drive efficiency. Learn more about TeamConnect
The #1 most widely-used and sophisticated matter management and eBilling software, delivered to the most complex legal teams around the world. TeamConnect is the proven end-to-end ELM platform for Legal Operations to deliver more efficient legal services to the rest of the organization, combining matter management, e-billing, legal spend management, document management, reporting and analytics, and processing automation. Learn more about TeamConnect

Features

  • Calendar Management
  • Case Notes
  • Client Management
  • Document Management Software
  • Contract/License Management
  • Time Tracking Software
A cloud-based, lightning fast, highly affordable and intuitive eDiscovery platform for boutique law firms wanting DIY eDiscovery. Learn more about Lexbe eDiscovery Platform
Lexbe's eDiscovery Platform is built with better technology that gives you the best value. Cloud-based and lightning fast, the Lexbe eDiscovery Platform is an end-to-end solution, including processing, review and productions. You'll also find more than 7 AI functions accessed via a simple interface. Pricing starts at just $5/GB/Mo. NO User Fees, NO Case Fees, NO Processing Fees, NO Fees for Early Case Analytics, NO Data Promotion Fees, NO Bates or OCR Fees. Access from work or home. Learn more about Lexbe eDiscovery Platform

Features

  • Calendar Management
  • Case Notes
  • Client Management
  • Document Management Software
  • Contract/License Management
  • Time Tracking Software
The #1 Most Customizable, Legal Case, Matter & Project Management Trusted by Over 50,000 Professionals. Get a Personalized Demo. Learn more about Filevine
Filevine is the #1 most customizable legal case management software. Don't waste your valuable time on a free trial – Filevine is customized to how you do business and adapts to how your team evolves. Exceptional collaboration tools enable your team to focus on what matters, with automatic task assignments, easy reporting, texting, and emailing. Free, unlimited data storage in the cloud. Soc 2 Type II certification ensures that your data is protected with the best security. Learn more about Filevine

Features

  • Calendar Management
  • Case Notes
  • Client Management
  • Document Management Software
  • Contract/License Management
  • Time Tracking Software
Canada Local product
Easy-To-Use CRM with contact, email, calendar, document & task management + QuickBooks, Outlook and a Google Sync. $99 + Free Upgrades Learn more about InfoFlo
Infoflo is an easy to use and most affordable Case Management software that is perfect for managing customer information and includes the #1 Outlook sync on the market! It is a fully integrated contact, relationship, email, calendar, document and task management solution. We believe that software should be a one time cost. For this reason our Easy-To-Use CRM software includes FREE Life-Time Updates, No Monthly Fees, and is an affordable $99 ONE-TIME cost per user! Learn more about InfoFlo

Features

  • Calendar Management
  • Case Notes
  • Client Management
  • Document Management Software
  • Contract/License Management
  • Time Tracking Software
Canada Local product
Cloud-based and designed for law firms: Soluno is a powerful, easy-to-use time, billing, accounting, trust and reporting software. Learn more about Soluno
Soluno is a cloud-based accounting and billing software designed to accelerate law firms. With a full, easy-to-use suite of time/expense entry, billing, accounting, trust, and reporting features, law firms get everything they need to master their business. Work more efficiently and maximize productivity with Soluno's best-in-class trust accounting, billing, usability, value, and 5-star customer support. Learn more about Soluno

Features

  • Calendar Management
  • Case Notes
  • Client Management
  • Document Management Software
  • Contract/License Management
  • Time Tracking Software
App4Legal is a comprehensive Suite of Legal Practice Management Software & Contract Lifecycle Management Software available. Learn more about App4Legal
App4Legal is a comprehensive Suite of Legal Practice Management Software & Contract Lifecycle Management Software available for Legal teams of any size in both law firms and in-house. It is modular, enterprise, secure, multi-language and intuitive; Available on-cloud (SaaS) and on-premises. App4Legal has clients in 65+ countries including all industries (Banks, Telcos, Governmental, Insurance, Groups, Airlines, Education, law firms and much more). It's one solution that replaces all tools. Learn more about App4Legal

Features

  • Calendar Management
  • Case Notes
  • Client Management
  • Document Management Software
  • Contract/License Management
  • Time Tracking Software
The end-to-end legal operating platform empowering better business outcomes for legal teams and better legal outcomes for your clients. Learn more about Litify
#BreakLegalSilos Litify is the end-to-end legal operating platform designed to break down silos both within your legal team and between you and your clients. Our industry-leading platform includes customizable matter plans and intake questionnaires, a full suite of timekeeping and billing products, and native document management—all configurable in a user-friendly, no-code environment. Learn more about Litify

Features

  • Calendar Management
  • Case Notes
  • Client Management
  • Document Management Software
  • Contract/License Management
  • Time Tracking Software
Canada Local product
Switch on powerful workflows for legal professionals with Thomson Reuters® HighQ. Learn more about HighQ
HighQ’s modern, adaptable, and continuously-learning legal workflow platform delivers an open and scalable foundation, embedded machine intelligence and analytics, and smart integration points with firm-critical applications. Dramatically improve how you plan, organize, track, and complete work more efficiently with personalized client portals and real-time access and insights on legal project work, ready-to-use task lists and templates, and automated workflow-enabled legal process maps. Learn more about HighQ

Features

  • Calendar Management
  • Case Notes
  • Client Management
  • Document Management Software
  • Contract/License Management
  • Time Tracking Software
FactBox is cloud-based, law practice management software for busy litigators to organize all the facts, notes and ideas in their case. Learn more about FactBox
Are you a litigator who's practiced for 15+ years? Use technology in your personal life and frustrated that similar tools don't exist for your legal practice? FactBox was made just for you. FactBox is cloud-based, law practice management software. It solves two problems: (1) keeping all the facts/evidence in your case organized and instantly available; and (2) making collaboration with others seamless and efficient. FactBox relieves the headaches of repeated work and the anxiety of lost facts. Learn more about FactBox

Features

  • Calendar Management
  • Case Notes
  • Client Management
  • Document Management Software
  • Contract/License Management
  • Time Tracking Software
Canada Local product
Designed by lawyers and experts in machine-learning, Blue J L&E is an AI-powered research and analysis platform for L&E practitioners. Learn more about Blue J L & E
Predict outcomes with 90% accuracy. Use Blue J’s proprietary AI prediction engine to predict the outcomes of your scenario. Test and diagnose predicted outcomes by changing the factors of your scenario and understand the impact individual factors have. Find relevant decisions 100x faster Find the most relevant decisions to your scenario in minutes using factors, instead of keywords. Cut down your research time and never miss a critical decision or detail again. Learn more about Blue J L & E

Features

  • Calendar Management
  • Case Notes
  • Client Management
  • Document Management Software
  • Contract/License Management
  • Time Tracking Software
Enterprise Legal Management solution designed to reduce expenses, centralize legal documents and streamline matter management. Learn more about eCounsel
Enterprise Legal Management solution designed to reduce expenses, centralize legal documents and streamline matter management. Learn more about eCounsel

Features

  • Calendar Management
  • Case Notes
  • Client Management
  • Document Management Software
  • Contract/License Management
  • Time Tracking Software
monday.com is a cloud Work OS, where teams run their projects and everyday work, whether they are in the office, home or on-the-go.
monday.com is the best legal case management software to help you manage every single case! Coordinates documents, scheduling conflicts, contacts, and any reporting associated with each of your legal cases. Share files, comments, checklists, and more to stay up-to-date throughout every case's development. Get updates in real-time with our mobile app, and invite external stakeholders, clients, and more to track your cases and promote transparency. Learn more about monday.com

Features

  • Calendar Management
  • Case Notes
  • Client Management
  • Document Management Software
  • Contract/License Management
  • Time Tracking Software
Wrike's legal case management software has reporting, time and budget tracking, and automation. Track progress and simplify invoicing.
Wrike is trusted by 2.3M worldwide and can be easily used as legal case management software. Use Wrike's powerful reporting, budget tracking, calendars, and project management to drive better results for your clients. Save time by automating your processes using custom request forms and templates. Track legal case progress with shared team dashboards, store documents, and simplify invoicing with easy-to-use time tracking. Learn more about Wrike

Features

  • Calendar Management
  • Case Notes
  • Client Management
  • Document Management Software
  • Contract/License Management
  • Time Tracking Software
The BQE CORE Legal cloud for client and matter management utilizes business and artificial intelligence and a robust mobile app.
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. Learn more about BQE CORE Suite

Features

  • Calendar Management
  • Case Notes
  • Client Management
  • Document Management Software
  • Contract/License Management
  • Time Tracking Software
New realities call for new solutions. We are the #1 time and billing, and payments software for law firms. Try for FREE now.
At HALF THE COST of other solutions, TimeSolv provides the robust time and billing needs law firms demand, without the extra features you never use. Store payment information using TimeSolvPay and run hundreds of payments in seconds on YOUR timeline, achieving ZERO AR! For over 20 years, our web-based solution has helped lawyers increase their billable time and get paid faster, whether at home or in the office. Integrate with LawPay, QuickBooks, Office 365, and more. Try for FREE for 30 days! Learn more about TimeSolv Legal Billing

Features

  • Calendar Management
  • Case Notes
  • Client Management
  • Document Management Software
  • Contract/License Management
  • Time Tracking Software
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. Learn more about Freshsales

Features

  • Calendar Management
  • Case Notes
  • Client Management
  • Document Management Software
  • Contract/License Management
  • Time Tracking Software
MyCase is a top-rated, complete legal case management solution with all the tools firms need to run a better practice, from anywhere.
MyCase is a top-rated, end-to-end legal case management software that helps firms run efficiently from anywhere, provide an exceptional client experience, and easily track firm performance. Streamline day-to-day firm processes in one, easy to adopt solution -- lead tracking, client intake, case management, eSignature, billing, payments and more. Start your free trial (no credit card required) today! Learn more about MyCase

Features

  • Calendar Management
  • Case Notes
  • Client Management
  • Document Management Software
  • Contract/License Management
  • Time Tracking Software
AbacusLaw is a turn-key, fully integrated Case Management Solution for firms of all sizes, in all practice areas and jurisdictions.
AbacusLaw gives you all the tools you need to grow your firm - including case management, time, billing, and full G/L accounting operations. Automatically capture critical case and client details, prevent important deadlines from falling through the cracks, and gain complete visibility into your practice. Learn more about AbacusLaw

Features

  • Calendar Management
  • Case Notes
  • Client Management
  • Document Management Software
  • Contract/License Management
  • Time Tracking Software
Quickbase helps customers see, connect and control complex projects that reshape our world.
Big ideas aren’t simple to execute. So we’re here to help you tackle any project, no matter how complex. We’re Quickbase. Quickbase helps customers see, connect and control complex projects that reshape our world. Whether it’s raising a skyscraper or coordinating vaccine rollouts, the no-code software platform allows business users to custom fit solutions to the way they work – using information from across the systems they already have. Learn more about Quickbase

Features

  • Calendar Management
  • Case Notes
  • Client Management
  • Document Management Software
  • Contract/License Management
  • Time Tracking Software
LEAP is a legal practice and case management software that allows firms to manage and store client and matter information in one place.
LEAP is a legal practice and case management software for small to medium sized law firms wishing to become more efficient, more productive and make more money. It allows you to manage and store all of your client and matter related information in one electronic file that can be accessed from your desktop computer or mobile device. Features include automatic time recording, pre-configured matter files for major areas of law and automation of client and matter data entry. Learn more about LEAP

Features

  • Calendar Management
  • Case Notes
  • Client Management
  • Document Management Software
  • Contract/License Management
  • Time Tracking Software
Empowers modern legal teams to efficiently and securely manage ediscovery and case prep from anywhere with NO data hosting fees.
Nextpoint is smart software that automates ediscovery projects for legal teams of every size. The highly secure, cloud-based solution lets your team begin document review in minutes with powerful data analytics tools, a user-friendly interface, and collaborative access from anywhere. Nextpoint innovative case-prep features will exceed your expectations of what smart ediscovery software can do. SINGLE PROJECT & UNLIMITED PLANS: Free, unlimited hosting, & productions. Learn more about Nextpoint

Features

  • Calendar Management
  • Case Notes
  • Client Management
  • Document Management Software
  • Contract/License Management
  • Time Tracking Software
Cloud-based legal practice management with all the tools you need to run a more productive and profitable law firm.
Run a more productive and profitable law firm from anywhere with Rocket Matter legal practice management. Trusted by thousands of attorneys for over 12 years for unparalleled product and service. Our intuitive cloud-based software has all the tools you need to become more automated, more profitable, and more on top of your business. Become a lean, modern, automated law firm with Rocket Matter. See it in action with a personalized walk-through. Or try us free for 15 days, no credit card required! Learn more about Rocket Matter

Features

  • Calendar Management
  • Case Notes
  • Client Management
  • Document Management Software
  • Contract/License Management
  • Time Tracking Software
Smokeball is a complete cloud-based legal practice management software built for PC¿s. Manage your staff and entire firm in one place.
Smokeball cloud-based legal practice management software for PCs automatically records time and activity for you. Smokeball boasts full billing capability, an industry-leading document automation library with over 14,000 legal forms, Daily Digest, shared calendars, powerful integrations and a robust mobile app. Whether you bill hourly, fixed fee, or on contingency, Smokeball provides you the insights you need to run a more successful law firm. Learn more about Smokeball

Features

  • Calendar Management
  • Case Notes
  • Client Management
  • Document Management Software
  • Contract/License Management
  • Time Tracking Software
Practice Management software that integrates your information into a single system for improved efficiency and profitability.
Amicus Attorney is an intuitive case management solution that tracks and invoices billable time, automates important documents, and provides easy access to all your clients and case files. Work from your desktop or in the private cloud while integrating with QuickBooks and other applications. Learn more about Amicus Attorney

Features

  • Calendar Management
  • Case Notes
  • Client Management
  • Document Management Software
  • Contract/License Management
  • Time Tracking Software
Cloud-based solution that helps process servers send email notifications, manage job routes, create invoices, and more.
The most-used process server software on the market. ServeManger is a full-featured software solution for management of service of process designed for law firms and process servers. Generate affidavits, manage billing, payments to servers, update jobs from the field, client portal and much more! Learn more about ServeManager

Features

  • Calendar Management
  • Case Notes
  • Client Management
  • Document Management Software
  • Contract/License Management
  • Time Tracking Software
Tabs3 Software is a reliable, easy-to-use, seamlessly integrated suite of products for legal professionals.
PracticeMaster is complete practice management: calendaring, conflicts, and contact management. Purchase PracticeMaster on its own or alongside Tabs3 Billing and Financials for complete firm management. PracticeMaster organizes all the essential elements of your practice in one place. Backed by top-tier, U.S.-based technical support as well as a network of consultants in the United States. Visit Tabs3.com/SeeTabs3 to sign up for a personal demo to see PracticeMaster in action. Learn more about Tabs3

Features

  • Calendar Management
  • Case Notes
  • Client Management
  • Document Management Software
  • Contract/License Management
  • Time Tracking Software
Affordable & easy-to-use SaaS solution to track your hours & keep track of your expenses. Try our free 14-day trial!
Tracking your billable time should not get in the way of submitting your invoices promptly. With Bill4Time, you can produce them in minutes, get organized immediately, and store your data safely in the Cloud. Proven by thousands of firms and over 10-years of experience, Bill4Time is the leading SaaS solution for attorneys. Try our free 14-day trial and unlimited support from our customer success team. Learn more about Bill4Time

Features

  • Calendar Management
  • Case Notes
  • Client Management
  • Document Management Software
  • Contract/License Management
  • Time Tracking Software
Integrates with LawPay, Word, Excel, Outlook, Evernote, QuickBooks, Acrobat, Calendar/Court Rules, WordPerfect & Google.
Web-accessible - Keep your data in house or in the Cloud. Provides matter, contact, email & doc management. Includes doc assembly, workflow automation, billing & trust, task scheduling, group calendaring, 1 click PDF generation, document & email templates, full-text search including documents, email & email attachments, collaboration tools, customizable fields forms & list. Integrates with Word, Excel, Outlook, Evernote, QuickBooks, Acrobat, Calendar/Court Rules & Google. Learn more about HoudiniESQ

Features

  • Calendar Management
  • Case Notes
  • Client Management
  • Document Management Software
  • Contract/License Management
  • Time Tracking Software
Modern legal practice management with best-in-class case management, billing, complete accounting and reporting in a single platform.
With best-in-class matter management tools and robust billing, accounting and reporting in a single cloud-based solution, Zola Suite seamlessly connects your front and back offices, and delivers a single source of truth. Best-in-class case management tools include built-in email, document management & automation, task management, CRM, secure client portal, calendar & more. The solution also includes sophisticated billing tools and complete business and trust accounting. Learn more about Zola Suite

Features

  • Calendar Management
  • Case Notes
  • Client Management
  • Document Management Software
  • Contract/License Management
  • Time Tracking Software
Actionstep is a legal practice management software used by thousands of lawyers to automate & manage their firms in one flexible system
Gain a competitive advantage with one of the highest-rated, all-in-one legal practice management systems. Actionstep's cloud-based platform and powerful workflows have helped thousands of law firms automate and modernize their firms. Automate matter processes and deadlines, organize documents, exceed client expectations and manage billing & accounting all from Actionstep's flexible legal software platform. Actionstep is accessible from anywhere and built for customization. Book a demo today! Learn more about Actionstep

Features

  • Calendar Management
  • Case Notes
  • Client Management
  • Document Management Software
  • Contract/License Management
  • Time Tracking Software
Affordable Practice Management & Bankruptcy Software for the Legal Professionals.
Jubilee is LegalPRO Systems' cloud-based bankruptcy petition preparation and filing platform. It handles personal and business filings in Chapters 7, 11, 12, and 13. Additional robust features include legal payments and invoicing, notice management, and client messaging. LegalPRO has been providing bankruptcy software for over 30 years and provides the best software, service, and support. Learn more about Jubilee

Features

  • Calendar Management
  • Case Notes
  • Client Management
  • Document Management Software
  • Contract/License Management
  • Time Tracking Software
Neos is ideal for legal case management thanks to its process automation, effective communication tools, and real-time analytics.
Over 2,500 top law firms trust Assembly's solutions to optimize processes and maximize their bottom line. Our cloud-based solution, Neos, makes legal case 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. Learn more about Neos

Features

  • Calendar Management
  • Case Notes
  • Client Management
  • Document Management Software
  • Contract/License Management
  • Time Tracking Software
A cloud-based software for legal billing, time tracking, invoicing, case management, online payments & many more all in one place.
Make this year your year of success by getting started with the most affordable yet efficient legal practice management software. CaseFox's basic plan which is free forever is used by more than 10,000 lawyers and is most 5 stars reviewed. CaseFox is cloud-based software to provide your law firm the ease to manage your clients, meetings, billing, and payments all in a place. *Please contact for "Enterprise Plan" there is customized pricing for it. Learn more about CaseFox

Features

  • Calendar Management
  • Case Notes
  • Client Management
  • Document Management Software
  • Contract/License Management
  • Time Tracking Software
Trialworks is a litigation firm's most valuable partner - offering a user-friendly interface, mobile app, global OCR'd search, and more
Assembly Trialworks, powered by Assembly Software, is a feature-rich legal case management platform built by experienced trial attorneys. Created to make legal practice management more efficient, this productivity partner is the litigator’s daily advantage. Optimize resources, eliminate inefficiencies, and empower staff to achieve more. Learn more about TrialWorks

Features

  • Calendar Management
  • Case Notes
  • Client Management
  • Document Management Software
  • Contract/License Management
  • Time Tracking Software
Legal Case Management Software for firms of all sizes, and all practice areas. Prevail will help you handle more cases in less time.
Since 1993, Prevail has been trusted by law firms, large and small, all over the US, handling all areas of practice, and specializing in Disability and Injury Law. Manage all of your matters in one database with Automated Intake, Document Generation, QuickBooks Integration, Medicals and Evidence Tracking, Outlook Integration, Damages/Specials Tracking, Settlement Calculation, Litigation, Scanning and more. Learn more about Prevail Case Management System

Features

  • Calendar Management
  • Case Notes
  • Client Management
  • Document Management Software
  • Contract/License Management
  • Time Tracking Software
Customized cloud-based law practice management software with multifaceted document automation and firm-wide e-mail/calendar sync.
MerusCase has changed legal software forever by offering a unique, guided experience per law type, packaged in the fastest cloud-based technology available. Moreover, it's the only cloud-based system that brings you total HIPAA compliance as well as fully-integrated document automation, time tracking, billing, calendar, email, and case management. With MerusCase, you'll be able to run your practice from any computer or mobile device worldwide and experience de facto perfection with 99.9% uptime. Learn more about MerusCase

Features

  • Calendar Management
  • Case Notes
  • Client Management
  • Document Management Software
  • Contract/License Management
  • Time Tracking Software
CASEpeer is the only personal injury case management solution built for you, not by you.
CASEpeer online case management software is built for personal injury law firms. Easy to use, and easy to implement. Designed for personal injury law firms, CASEpeer streamlines your practice from intake to settlement. Every account comes with ready-to-use reports and management screens, so you can make faster and smarter decisions. Our law firms convert more leads, see better results, and have more insight into their cases. Maximize the potential of your attorneys and staff with CASEpeer. Learn more about CASEpeer

Features

  • Calendar Management
  • Case Notes
  • Client Management
  • Document Management Software
  • Contract/License Management
  • Time Tracking Software
Docketwise is the #1 rated immigration software and case management for immigration lawyers.
Docketwise is the #1 rated immigration software and case management for immigration lawyers. Docketwise modernizes immigration practice with intelligent questionnaires that dynamically generate complete immigration applications based on answers to simple questions. In addition, Docketwise provides a comprehensive suite of case management features including invoicing, calendaring, messaging, task management, case tracking and more. Docketwise is trusted by thousands of law firms. Learn more about Docketwise

Features

  • Calendar Management
  • Case Notes
  • Client Management
  • Document Management Software
  • Contract/License Management
  • Time Tracking Software
Canada Local product
A cloud based, integrated practice management, accounting, trust accounting system accessible anywhere, anytime from any device.
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. Learn more about uLawPractice

Features

  • Calendar Management
  • Case Notes
  • Client Management
  • Document Management Software
  • Contract/License Management
  • Time Tracking Software
Legal case management software designed for attorneys & paralegals.
Automated Procedures allow for the creation of repeating tasks, the ability to send automated text messages or emails to contacts, the automatic generation of documents, and much more - all triggered by various events of a case. A user-favorite includes the birthday trigger, which automatically sends a message on a client's birthday. WorkPlans act as a high-level, automated checklist that ensures staffs have an established process to follow in each case. Learn more about SmartAdvocate

Features

  • Calendar Management
  • Case Notes
  • Client Management
  • Document Management Software
  • Contract/License Management
  • Time Tracking Software
Reduce duplication of effort with all-in-one integrated billing and accounting
Reduce duplication of effort with all-in-one integrated billing and accounting Learn more about PCLaw

Features

  • Calendar Management
  • Case Notes
  • Client Management
  • Document Management Software
  • Contract/License Management
  • Time Tracking Software
Canada Local product
Cloud-based practice management tool for small law firms that provides an end-to-end solution to manage your law practice and business
Firm Central cloud based practice management offers an intuitive end-to-end solution to manage all aspects of your practice including- matters, contacts, calendar, tasks, documents, time&billing, accounting and finances, reporting and more from anywhere. Exclusive features include automatic document mark-up adding KeyCite flags and links-ensuring good law status, with FULL text global searching capability, to find what you need quickly and accurately. Intelligently integrated with Westlaw tools Learn more about Firm Central

Features

  • Calendar Management
  • Case Notes
  • Client Management
  • Document Management Software
  • Contract/License Management
  • Time Tracking Software
CoCounselor is a full service practice management solution to improve workflows, create documents, and view reports
The cloud-based law practice management solution created specifically for Plaintiff's Lawyers by Plaintiff's Lawyers! CoCounselor is more than just a Case Manager, it's a firm manager. Let CoCounselor manage your marketing, track case acquisition cost, run effortless reports, and much more. CoCounselor allows you to go anywhere and still have access on any device. If you're a plaintiff's lawyer let us show you why CoCounselor is the only software for you and your clients! Learn more about CoCounselor

Features

  • Calendar Management
  • Case Notes
  • Client Management
  • Document Management Software
  • Contract/License Management
  • Time Tracking Software
Law practice management solution that helps law firms manage legal documents, billing, matters, reporting, and more.
For Attorneys who need ultimate power and flexibility, Time Matters is tailor practice management software that helps you and your staff bill more, get more done, and take better care of your clients. Learn more about Time Matters

Features

  • Calendar Management
  • Case Notes
  • Client Management
  • Document Management Software
  • Contract/License Management
  • Time Tracking Software
Contracts, risks, insurance, claims, incidents, assets, workflow management software with integrations & dashboard reporting.
Contract, risk, claims, incident, litigation, compliance, & insurance management software, Web-based with features for document management, approval workflow, log history, document templates, email notifications, contact notes, date and time stamps, customizable reporting, and document version control. Fully hosted or self-hosted options available with private labeling and integration to your web site. Multiple currencies and multiple languages. Learn more about A1 Tracker

Features

  • Calendar Management
  • Case Notes
  • Client Management
  • Document Management Software
  • Contract/License Management
  • Time Tracking Software
An online rule-based court deadline calculator with email reminders, deadline reports and synchronization to any calendaring platform.
LawToolBox automates litigation (and other compliance-based matters) using a proprietary database that includes custom deadline calculators, and court rule sets for state and federal civil litigation in 50 states. Users can sync deadlines to Outlook, Google, iCal, and Lotus Notes for either internal and/or external parties involved in each case automate rule changes, customize reporting, customize court rules, enable email reminders, maintain audit trails & build their own deadline templates. Learn more about LawToolBox

Features

  • Calendar Management
  • Case Notes
  • Client Management
  • Document Management Software
  • Contract/License Management
  • Time Tracking Software
Legal modern case management software that streamlines case management, CRM, client intake, and automation to manage & grow any firm.
Lawcus is a smart and simple modern legal practice management software. Lawcus enables attorneys to automate consistent processes to help deliver more with transparency and less effort. With Lawcus, attorneys can visualize their matters with Kanban boards, drag and drop them as they progress, add tasks, appointments, time, expenses, client intake and documents in a digital matter file in the cloud so they can work from anywhere. They can even automate their entire process. Learn more about Lawcus

Features

  • Calendar Management
  • Case Notes
  • Client Management
  • Document Management Software
  • Contract/License Management
  • Time Tracking Software

Legal Case Management Software Buyers Guide

Introduction

Legal case management software is a category of software solutions that have been designed to assist lawyers, paralegals, other legal professionals, and law firms with the management of information and operations related to legal cases. Ultimately, they are intended to serve as an integrated solution, allowing users to collect, store, access, and amend relevant data. Additionally, they provide the means for client tracking, case management, contract management, and accounting activities to be carried out from one place without needing to switch between applications.

The central database contained within legal case management software allows relevant data to be stored and organized in logical ways, making it easier for users to find what they are looking for. At the same time, most best-in-class solutions within this category will provide automation tools, allowing some of the more predictable, foreseeable, formulaic or repetitive activities carried out by legal professionals and law firms to be performed automatically, with minimal or no human involvement. This then frees users up to focus their efforts on other areas that need attention.

Aside from keeping important information secure and structuring it in logical ways, legal case management software is intended to improve efficiency, assist with calendar management, and aid both coordination and collaboration between legal firms. Due to the nature of the software’s features and its intended uses, it is often categorized alongside similar software solutions, including legal document management software, law practice management software, and legal billing software. There is often significant crossover with such programs, especially in terms of features, and in many cases, these solutions can be integrated with legal case management software as well.

The features that are included within different legal case management solutions on the market can vary, as can the quality of those features and the ways in which they are actually implemented. With that being said, there are a number of core features, which buyers can expect to see in the vast majority of high-quality software packages of this kind, and which help to define the legal case management software category itself. Therefore, as a general rule, users of these solutions should expect to be able to achieve all of the following actions or activities:

  • Create, store, and manage case notes, containing important information about legal cases
  • Manage information about clients and manage communications across multiple channels
  • Generate and send invoices, and store relevant data related to financial transactions
  • Utilize calendar management tools to manage appointments, deadlines, and important dates

Legal case management software describes software solutions that are intended to assist those involved in law and related fields with the management of information and activities that are linked to legal cases. This includes managing case notes, client contact details, contracts and other important documents, financial information, and much more. Software of this kind typically serves as an integrated solution and is used by lawyers, paralegals, law firms, and others.

A significant part of legal case management software is centred around keeping important data secure and organized in a logical way, so that specific pieces of information can be found easily. Keeping data in one place also assists users looking to improve overall efficiency. The software can also help to enhance communication internally and with external clients while simultaneously enhancing collaboration within a law firm or across multiple organizations.

For the most part, legal case management solutions will primarily function as a centralized database, which can be used for securely storing, accessing, editing, and removing relevant information. However, artificial intelligence (AI) powered automation features are also often included, helping legal professionals by ensuring that the more foreseeable or repetitive tasks are carried out without the need for them to intervene and perform the tasks manually.

Generally speaking, legal case management software is offered as a standalone solution. Yet, it may also be possible to find many of the same features within a more comprehensive law practice management package.

The benefits of legal case management software are largely centred around its ability to consolidate data that would otherwise be spread across different software solutions, making it easier for those working in law firms or within the legal profession to access what they need, when they need it. However, there are additional benefits too, and it is useful to examine the full range of ways utilizing legal case management software can help individuals and law firms:

  • Organization of data: Legal case management software can help with the organization of all of the relevant information and data linked to legal cases so that it can be easily found and accessed in the future. Having case notes, contract information, client contact details, appointments, scheduling information, invoices, and billing information all in a single place is extremely valuable for law firms and legal professionals alike, because it eliminates unnecessary friction and provides a sense of structure to organizations that deal with extremely large volumes of data. Organizing data within a single package can also be useful for providing a level of consistency and standardization to this data.
  • Greater efficiency: Through the use of a good legal case management package, work performed by legal professionals can become much more efficient, and this occurs for a number of reasons. Firstly, the aforementioned centralization of data means law firms, lawyers, and paralegals will be able to find what they are looking for much faster because all of the relevant data is accessible from within the software. However, beyond this, the best software solutions in this category also provide a variety of options for automation. As a result, many of the more unnecessarily time-consuming activities and tasks can instead be performed automatically, with minimal human intervention, freeing up much more time to be spent on the activities and tasks that really require a human touch.
  • Improved data security: Keeping information about legal cases in one place can also provide law firms with benefits in terms of data security, ensuring that information is always available and protected from corruption, accidental deletion, or external cyber threats. Cloud-based solutions can help to protect data because they make it quick and easy to restore data to a previous state. Meanwhile, on-premise deployment options can still protect data via regular backups. Of course, regardless of which deployment option is used, information can be protected so that only those who are authorized to use the software are able to access the data contained within.
  • Scheduling benefits: Through the use of built-in calendar management functionality, it becomes much easier for law firms and legal professionals to manage their schedules and ensure that they do not accidentally miss important deadlines or overlook important actions that need to be taken at particular times. Users can arrange appointments and meetings, add them to the calendar, and manage their schedule more effectively, with options for alerts or notifications to be set up for when the most important events, activities and deadlines are approaching. Beyond this, many solutions will also include time tracking features, which can help legal professionals to manage their time while allowing law firms to understand which cases are taking up the most time, which cases require more attention, and when more resources need to be allocated to a particular legal case or task.

The features of legal case management software are designed to assist legal professionals with the management of data that is relevant to cases they are involved with. This is primarily achieved through database functionality, which enables data to be easily added, removed, organized and searched for. With that being said, it is also important to break down the list of features contained within software of this kind so that individual components can be fully understood. With this in mind, the most important and common features buyers can expect are outlined below:

  • Case notes: Make notes on individual legal cases and then store these notes securely within the built-in database. Through the use of case notes, legal professionals can track case activities, view updates, access important information, and stay on top of each individual case they are working on. Case notes also have a valuable role to play in helping legal professionals to get to grips with an existing case that they have not previously been involved with. High-quality legal case management software will typically allow case notes to be stored, amended, added to, and sorted in logical categories so that they can be easily found.
  • Client management: Add database entries for each client and store important data about each of them. Data collected about legal case clients may include contact details, information about their particular legal case, and a record of any and all communication between the law firm and the client. This then makes it much easier for legal professionals to pick up where they left off with a client or to access past emails or information collected via other communication channels. It may also be possible to include database entries for other legal firms—or other legal professionals working for those legal firms—which is valuable in instances where collaboration is required.
  • Document management: Create, store and manage documents through a centralized document management function. This may include documents related to legal cases, documents related to specific clients, contracts with individuals or organizations, financial documents, and much more. The best solutions will provide tools allowing documents to be categorized or assigned keywords, and this can then make it much easier to find specific documents when the time comes. Additionally, some solutions will offer full text search functionality, providing legal professionals with the ability to search for specific words or phrases within all documents stored in the database.
  • Billing and invoicing: Calculate how much clients owe, generate invoices, and then send the invoices so that clients receive their bills and ultimately pay for the services they have accessed. Almost all information related to financial transactions between clients and law firms can be managed from one location. Past invoices and billing information can also be accessed, which may be important for managing company finances. The top software packages will include tools that will automatically generate invoices based on the services being offered, the number of hours spent on a particular legal case, and the established rate clients are charged for legal services. To achieve this kind of automation, billable activities and actions can be defined within the software.
  • Calendar management: Maintain a work calendar, highlighting all of the important dates coming up for a law firm. In particular, the calendar management function can be used to schedule appointments with clients or other meetings related to legal casework. Through the use of the built-in calendar tool, amendments can be made, allowing organizations to track any appointments that are rescheduled and remove any appointments that are cancelled. Furthermore, notifications are provided within many solutions, and this can ensure users are alerted when a scheduled activity is coming up, even if the software is not being used at the time.
  • Client portal: Provide clients with their own dedicated space within the application to access their own data, read information about their case, and view past communications. The client portal may also include a calendar so that clients know when they have appointments or important dates, along with financial information, where they can access bills and potentially even make payments. Allowing clients to engage with law firms in this way can enhance communication, provide them with a greater sense of direct involvement, and make it easier to collaborate.
  • Task management: Plan, schedule, and update the status of individual tasks or activities that need to be carried out. Each task can be defined and even broken down into daily actionable activities. The status of tasks can also be updated, and this status can then be made visible to all authorized users. Such a feature can be useful for senior staff who need to check progress but may also be important in law firms where multiple employees have access to the same pool of tasks. High-end solutions may also provide the tools required for legal professionals to establish an order of priority for tasks so that the most critical or time-sensitive actions are performed first. This can then help to ensure lawyers and paralegals make the most effective use of their time and avoid missing deadlines.
  • Time tracking: Monitor the amount of time that is spent on each legal case or on specific tasks associated with a case. Time tracking can be beneficial for those working in legal professions for a number of reasons. Firstly, it allows lawyers, paralegals, and law firms to gain a better understanding of which cases are occupying the most time and how much time is being invested in each case. Related to this, time tracking can also be crucial for calculating the number of billable hours being worked, so that accurate invoices can be sent out. In this sense, the time tracking functionality can also double as an expense tracking feature within many software packages of this kind.

Using Capterra's legal case management software directory, it is quick and easy to sort through the available options based on the specific features they provide. This means buyers can filter out options that are unlikely to be suitable and begin their search by focusing only on those that provide the most essential features.

When purchasing legal case management software, there are many things that need to be considered or contemplated in order to ensure buyers find the best possible solution for their specific needs. While legal case management solutions will share many of the same features and functions, it is important to understand that these options do still vary significantly in terms of who they are aimed at, what they are designed to achieve, and how advanced they are. A good way to find the best software package is to ask a series of questions, such as:

  • How much does legal case management software cost? Any time software is being purchased, the price should be a major consideration. After all, legal firms are like any other organization and must operate according to the budget they have available. Yet, while price should always be contemplated, decision-makers need to think more holistically and consider the overall costs associated with each solution they are interested in. More specifically, it is essential to think about the total costs associated with acquiring, deploying, and utilizing the software, including any costs linked to training employees or accessing technical support and software updates. Of course, the issue of cost also needs to be viewed within a wider context. Ultimately, a purchasing decision should be based around weighing up what the software can offer against what it will cost. It may be worth investing in a more expensive solution if it will provide clear benefits over cheaper options on the market. Similarly, it may be worth sacrificing some features or some level of functionality in order to acquire a more affordable solution.
  • What are the most essential features for a legal case management solution? Next, buyers need to consider what the most essential features are for their legal case management software. While most options will share similar core functions, not every law firm, legal department, or legal professional will have the same priorities, and not all of these features will necessarily be essential for everyone. In this sense, buyers should think about the features they specifically need and try to find the most suitable solution for them. This may even mean overlooking a solution that is objectively superior if many of its features are not actually going to be used.
  • What is the best software deployment option? When exploring the different legal case management solutions on the market, buyers will find that there are two main options in terms of how the software is deployed. On-premise deployment involves paying to acquire the software license and then installing the software on company systems. This option has high upfront costs, but the long-term costs may end up lower, and there is a greater sense of control. However, companies are also responsible for handling the data and keeping it secure. The alternative is cloud-based deployment, which involves a third-party service provider taking responsibility for deploying the software - using cloud infrastructure for secure data storage. This has extremely low upfront costs, and there are advantages in terms of data security. In most cases, it is also possible to access the software remotely, from anywhere in the world, using a wide range of different internet-enabled devices. However, there will usually be a monthly or annual subscription fee to pay, and this means the long-term costs may end up higher. Buyers will, therefore, need to weigh up the pros and cons of these two approaches and consider which option is most compatible with their needs, budget, infrastructure, and wider strategic objectives.
  • Can legal case management solutions integrate with other software? Finally, it is worth taking the time to consider whether the options on the market can integrate with other software packages and, more specifically, whether the software is compatible with the solutions that are already in use within a law firm. The best solutions will provide options for integration with third-party calendar applications, database software, time management applications, task management applications, and CRM solutions. This kind of integration can help to avoid unnecessary duplication of data while also making sure data is consistent across applications. Of course, integration can also save considerable time and effort, meaning that more work tasks can be performed through the use of the legal case management software alone, and this can then result in further productivity benefits.

The most relevant legal case management software trends, as well as trends within this field in general, are also worth thinking about prior to making a purchasing decision. Understanding these trends can provide the foundation upon which to make decisions because buyers need to know that software has been designed with an awareness of the current legal landscape in mind. Furthermore, software developers who have factored in the most relevant trends are more likely to produce tools that remain useful over time, and this is crucial for future-proofing an organization. With this in mind, some of the most significant trends related to legal case management software include:

  • Improvements to artificial intelligence: One of the biggest trends to be aware of when exploring legal case management software options is the improvements that have been made to artificial intelligence (AI) technology over recent times. Across a wide range of software categories, AI is now being used to carry out complex tasks that would once have required human users to perform them. Within the context of legal case management solutions, AI can provide a variety of tasks and processes, including electronic discovery, contract renewals, and analytics, helping legal firms to identify trends or better understand performance. It is recommended that buyers explore the available options with an awareness of how artificial intelligence can be used so that they invest in a solution that maximizes the use of this technology, along with the many advantages it can deliver.
  • The growth of digital signatures: With more and more business being carried out entirely online and across wider geographic regions, it is no longer sufficient to rely on paper-based contracts and physical signatures for important legal documents. Digital signatures are considered equally valid across North America, the United Kingdom, and mainland Europe, and many other parts of the world, and software used by legal firms needs to be designed with an awareness that paper-based work is in decline. In fact, digital signatures should be encouraged as much as possible because research shows that they can greatly improve document turnaround times. This means deals can be concluded much faster, progress with legal cases can be sped up, and overall efficiency will increase. Capterra’s article lists the top 5 digital signature software in Canada.
  • Hybrid and remote work models: Improvements to electronic communication, especially in terms of video communications technology - along with the growth of cloud-based software deployment - have helped to make remote and hybrid work models much more viable. The process of actually adopting these work models was greatly accelerated by the COVID-19 pandemic, and companies are going to continue to reap the rewards. Logically, this means that law firms and legal professionals need to be investing in software solutions that have been designed to facilitate such work models. A 2021 Capterra survey found that 34% of Canadian employees are more productive when working from home. Remote accessibility in legal case management software is going to be essential in any law firm where remote or hybrid work occurs, and mobile accessibility may also be extremely valuable here too.

Sources:

The features highlighted were identified based on their relevance and the percentage of products in Capterra's directory that offer them. The following sources were used for this document:

  1. Legal Case Management Software - Capterra Canada (Date accessed: Sunday, February 27, 2022)

  2. Why Digital Signatures Should Be Used In Every Legal Department - Capterra Blog (Date accessed: Sunday, 27 February, 2022)

  3. 5 Top online signature making software and their key benefits - Capterra Canada Blog (Date accessed: Wednesday 4, 2022)

  4. Productivity when working from home: 7 insights from Canadian employees - Capterra Canada Blog (Date accessed: Wednesday May 4, 2022)