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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. The ...Read more
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....Read more
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 ...Read more
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....Read more
Smokeball is a complete cloud-based legal productivity software to automatically record time for you, allowing you to increase your firm’s profitability and productivity by over 30%. Whether you bill hourly, fixed fee, or on conti...Read more
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...Read more
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...Read more
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...Read more
ProTempus is an on-premise practice management solution designed for small law firms. Key features include timekeeping/billing, contact management, document management, case management, AR, AP, GL and trust accounting. Two clicks ...Read more
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...Read more
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 ...Read more
CloudLex a cloud-based legal management solution built exclusively for plaintiff personal injury law firms of all sizes.
CloudLex’s Matter Manager enables users to collaborate through matter-specific communication tools and o...Read more
monday.com, an award-winning collaboration and project management platform, helps teams plan together efficiently and execute complex projects to deliver results on time. monday.com team management and task management tool allows ...Read more
Litify is the all-in-one, next-generation legal software solution. Designed for medium to large-scale law firms, Litify enables every team member to do their best work.
Our robust legal software combines intakes, matter mana...Read more
Conceptualized by a partner at a personal injury law firm, SmartAdvocate is a legal management platform that offers flexible deployment options and a modular suite of applications.
In addition to case management, attorneys a...Read more
Over 2,500 top law firms trust Needles case management software to optimize workflow and maximize bottom line.
Combining legal know-how with next-gen innovation, our web-based solution, Neos puts even more tools in your hands: a...Read more
For government agencies, corporations, universities and insurance companies, Legal Files legal case & matter management software centrally organizes your contacts, documents, emails, deadlines and other data. Rely on our seamless ...Read more
CasePacer is a personal injury case management solution that helps legal practices manage case details, documents, negotiations, and settlements, among other activities.
The built in Automatic Workflow keeps the firm on the s...Read more
LegalEdge is a Case and Matter management solution for government; city and county attorneys, agencies, tribal government and school districts as well as prosecutors and public defenders.
Civil Case screens include claims, co...Read more
Legal practice management software is technology that streamlines lawyers’ workflows with a centralized database, fast and flexible searching, calendaring, task tracking, phone messaging, mobile access, app integration, and much more.
Law firms are famous for the high volume of paperwork they must manage. Additionally, attorneys must keep track of their time for billing purposes, which is challenging when they have multiple clients or are working on contingency.
Legal practice management software streamlines the lawyer’s workflow with a centralized database, fast and flexible searching, calendaring, task tracking, phone messaging, mobile access and app integration and more. It helps enhance firm efficiency and prevents attorneys from being buried under physical files. Moreover, it helps prevent calendar and deadline-related errors, which are responsible for most legal malpractice claims (according to The American Bar Association).
Most practice management systems offer the same applications for all practice areas, but provide some degree of customization. And while many providers only offer their applications as a package, some are sold on a best-of-breed or “stand-alone” basis (e.g., time and billing systems). This guide provides an overview of legal practice management software to help you research and narrow down the best option for your firm.
Offers a centralized database, fast and flexible searching, task tracking and management, phone messaging and checks for conflicts of interest and statute of limitations. Organizes the process of case handling and management from beginning to end, thus saving time and money.
Contact management/legal CRM
Tracks, logs and stores details about phone calls and emails, and gives callback reminders. Provides you the tools needed to keep in touch through scheduled phone calls, correspondence and meetings. Adds automation to schedule meetings, write letters and emails, and make phone calls—all designed to cultivate your role as a trusted advisor.
Drafts documents and links to word processing programs. Streamlines your document management process and decreases the time and energy required to find essential documents.
Efficiently creates legal documents from automated templates that encompass simple forms and letters to complex legal documents. Integrates with programs such as Dropbox and Evernote, and provides case and matter tagging. Reduces the time it takes to create drafts of document.
Calendaring and docketing
Allows you to view tasks, deadlines, appointments and meetings by day, week, month or year. Calculates calendar dates, schedules appointments and meetings. Enables you to automatically schedule dates in accordance with court rules relevant to the case, and submit calendar requests to the docketing department who can quickly calendar these requests without many manual steps.
Records billable time on an hourly, contingent or transactional basis. Links to time, billing and accounting programs, and generates client invoices. Improves workflows to increase your billing speed and improve cash flow, potentially leading to better client communication, faster billing and decreased administration costs.
Manages billing, receivables, trust accounts and payroll, and creates financial reports. Helps you organize, track and accurately report your financial transactions.
What Type of Buyer Are You?
Prior to purchasing software for your legal practice, it’s important to understand your organizational needs and how a practice management solution can help meet those requirements.
Solo or small practice with 2-5 employees. The majority of U.S. law firms have fewer than five employees, yet they’re often in need of the same suite of applications that benefit larger firms. Small practices we’ve spoken with have cited the following as reasons they are evaluating practice management software for the first time, or for replacing an existing system:
Enhance office efficiency and accountability.
Consolidate case information across applications.
Need better technical support.
Want a single, integrated system rather than multiple, disparate applications.
Best-of-breed buyers. As mentioned, most firms will need an integrated suite of applications. However, some providers do sell stand-alone options, which is especially true for time tracking, billing and accounting systems. Many buyers we’ve spoken with who seek these applications had been using pen and paper or off-the-shelf options such as Outlook to manage their needs. Reasons they decided to switch to practice management software include:
Tracking everything by hand is too slow and inefficient.
Need software with industry-specific features.
Want a more modern system with significant tech support.
How Is It Priced?
Cloud-based legal practice management software is typically priced on a per-lawyer, per-month basis, with systems starting at about $50-$70 per user, per month. Some vendors will provide discounts if you pay annually instead of monthly.
On-premise software, on the other hand, is most often priced according to the number of perpetual licenses required. These fees are typically paid upfront for the right to use the software in perpetuity (as opposed to paying a monthly or annual subscription). Some vendors, such as HoudiniEsq, offer their software for free to solo attorneys.
Regardless of whether the software uses a perpetual license or subscription pricing model, many vendors will offer packages with varying levels of functionality. In these cases, the price of the system typically increases with the breadth and depth of features offered.
Most often, basic software packages are best suited for solo practices, or very small groups, while “Pro” versions are better for larger organizations. This is because more expensive software might include features that are only relevant to larger practices (e.g., batch billing and team collaboration).
Benefits and Potential Issues
Legal practices that adopt the right types of software may realize many benefits, such as:
Improved task coordination among attorneys and support staff. Firm efficiency is enhanced when duties are appropriately delegated and deadlines are managed.
Linking all notes, tasks, calendar additions and contacts to specific cases and matters. This saves sanity and time by keeping cases organized.
Reducing the paper shuffle with fast and efficient searches of digitized documents through use of document management applications. These systems can be especially essential during client calls when there is a need to rapidly reference many different documents.
Law firms that fail to realize some of these core benefits might do so because they:
Didn’t disclose that they have an international office—Some software systems are not formatted to handle addresses and phone numbers for non-U.S. countries; some also don’t support international currencies, making invoicing for global clients problematic.
Didn’t take adequate advantage of the software’s customization option to optimize usefulness for their practice area and specialties.
Didn’t ensure that the best-of-breed software bought integrates well with their existing software and systems. If they opt not to purchase a software provider’s full application suite, firms must make sure to investigate the compatibility of the purchased applications with those they are already using.
The Best Tactics for Evaluating Software
Reviewing legal management software can be overwhelming. There are literally dozens of options to choose from, each offering potentially very different features. The system you choose will depend on your practice’s unique needs. So, how do you make sure you choose the right system?
We recently surveyed hundreds of real software buyers to determine which tactics are most effective for evaluating software. From this analysis, we discovered that “checking vendor references” (meaning feedback from real customers) and having an attorney review your license or subscription agreement are the two best tactics for evaluating software. Additionally, any tactics listed in the green corner of the quadrant below were deemed highly effective.
Quadrant indicating where selection tactics fall on the “impact” and “satisfaction” spectrum
To determine which tactics were considered “most effective,” each was evaluated against two metrics:
Y-axis: How much the tactic impacted the outcome of the project, meaning whether people in the sample who applied it experienced a different outcome than those who didn’t.
X-axis: The likelihood of being highly satisfied with your software selection, based on the percent of people in our sample who applied the tactic and rated satisfaction a “9” or “10” on a 10-point scale.
Our hope is that adhering to the selection methods in the “most effective” quadrant (while avoiding those in the least effective quadrant) will help buyers save time and ensure they choose the right product for their needs.
Market Trends to Understand
Software-as-a-Service (SaaS). Cloud practice management software gives your staff and clients the ability to access sensitive data from any computer with an Internet connection. Based on our conversations with buyers and vendors, most purchasers feel confident with cloud security—this makes sense because cloud providers’ data centers are often more secure than those of individual practices.
Multiple state bar associations have issued formal ethics opinions on the security of cloud computing, saying it adheres to attorneys’ confidentiality-related obligations. However, it’s important that you ask what security measures are used by the cloud service providers you’re considering, as well as where and how frequently the information stored is backed-up. Also, how much bandwidth does your practice need to be comfortable? Will cloud options be able to handle your data load, or should you choose an on-premise solution instead?
Mobile computing. Attorneys are often on the go and accessing systems from other offices, home and mobile devices. Tablet (e.g., iPad) and smartphone application integration is increasingly common.
Mobile view of CosmoLex
A significant benefit of many legal practice management software options is the flexibility you have to securely access your client and case information while commuting or waiting in court, thus allowing you to maximize each moment. Therefore, when researching and evaluating legal practice management software, you should consider if mobile support is a requirement and ask vendors about what kind of options they have.
Do they have native applications for iPhone and Android devices (usually the preferred access method)? Or, do they simply provide access through a mobile Web browser?
And what kind of security do they have in place? Do their mobile apps allow you to control who at your office gets access to the system?