# Best Legal Calendar Software - 2026 Reviews & Pricing > Find the best Legal Calendaring & Docketing Software for your organization. Compare top Legal Calendaring & Docketing Software systems with customer reviews, pricing, and free demos. Source: https://www.softwareadvice.com/legal/calendaring-docketing-comparison --- [Home](https://www.softwareadvice.com/) / Legal Calendar Software Software Advice offers objective insights based on verified user reviews and independent product and market research. When our advisors match you to a software provider, we may earn a referral fee. # Best Legal Calendar Software of 2026 Updated July 8, 2026 On this page 1. FrontRunners 2. Popular Comparisons 3. Buyers Guide 4. Related Software Filter products 58 results ### Compare Products Showing 1 - 25 of 58 products #### Company Size - Self-Employed - 2-10 - 11-50 - 51-200 - 201-500 - 501-1000 - 1000+ #### Pricing Options - $$$$$ - $$$$$ - $$$$$ - $$$$$ - $$$$$ ### Compare Products Sort by **Recommendations**: Sorts listings by the number of recommendations our advisors have made over the past 30 days. Our advisors assess buyers’ needs for free and only recommend products that meet buyers’ needs. Vendors pay Software Advice for these referrals. **Reviews**: Sorts listings by the number of user reviews we have published, greatest to least. **Average Rating**: Sorts listings by overall star rating based on user reviews, highest to lowest. **Alphabetically (A-Z)**: Sorts listings by product name from A to Z. ### Product: Clio [Clio](https://www.softwareadvice.com/legal/clio-legal-profile/) 4.66 [(1738)](https://www.softwareadvice.com/legal/clio-legal-profile/reviews/) Best for:Small businesses ### Pricing availability Free trial: Available Free version: Not available Software Advice Summary Ranked #1 and with the most 5-star reviews on Gartner, G2 & Capterra, Clio is the only intelligent legal work platform with context-aware AI and trusted legal research. Enterprise-grade infrastructure: SOC 2 Type II, ISO 27001, HIPAA. Clio uses AI to connect your firm’s work, surface what might otherwise be missed, and drive the right next task, decision, and outcome. 100+ Bar approvals and approvals in all 50 US states. Clio is 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. The software suite caters to diverse needs within legal practice, offering features like legal research, AI features for lawyers, legal drafting, law practice management, client intake, customer relationship management (CRM), document automation, docketing, legal billing & accounting, and access to a wide array of third-party apps. With over 250 integrations available, firms can connect Clio’s core system to external tools to enhance workflow and efficiency. Specific functionalities include scheduling, case management, task tracking, collaboration tools, and contact management, enabling legal teams to organize and monitor everything from deadlines to client communications. Financial management is also a focus, with features that support accounting, billing, financial reporting, online payments, and trust account management. Users can track billable hours, create and manage detailed billing plans, initiate payments directly into trust or operating accounts, and customize fee structures to suit firm needs. Document-related features include automation, electronic signature capture, and customized field creation, addressing both organization and compliance requirements. The Clio platform emphasizes accessibility, offering a mobile app for iOS and Android that enables users to handle client interactions, document management, case-related tasks, and billable hour tracking on the go. Push notifications and messaging tools within the app help maintain timely communication, ensuring that critical updates are not overlooked. Security plays a significant role in Clio’s design, as the platform stores data securely in the cloud and adheres to stringent industry compliance standards such as HIPAA, SOC2, and PCI. Continuous vulnerability monitoring is implemented to safeguard sensitive information, and the software meets the requirements for handling protected health information. Additionally, comprehensive training resources and support are also available to assist users in getting the most out of the system. Pricing is based on monthly or annual subscriptions.... [Read more](https://www.softwareadvice.com/legal/clio-legal-profile/) ### What users love - Intuitive and user-friendly interface - Responsive and helpful support team - Comprehensive law practice oversight ### To take in mind - Complex and costly payment processes - Limited and awkward document handling - Cumbersome and inflexible invoicing ### Best rated features: Timer 5.0 Archiving & Retention 5.0 Multi-Location 5.0 Version Control 5.0 [See all features](https://www.softwareadvice.com/legal/clio-legal-profile/#key-features) ### Clio Pricing $49.00/month The pricing plans offered by Clio range from an entry-level plan called EasyStart at $49 per user per month, offering basic features like time tracking and online payments, to more advanced plans like Essentials and Advanced, providing additional features such as client collaboration tools and document automation. The highest tier plan, Expand, includes comprehensive features like workflow automation, unlimited e-signatures and financial reporting. Customers also have the option to customize their plans with add-ons such as Clio Grow and Clio Work for enhanced client intake and artificial intelligence functionality, respectively. Overall, Clio's pricing structure caters to law firms of various sizes and needs, offering flexibility and scalability.... [Read more](https://www.softwareadvice.com/legal/clio-legal-profile/#pricing-and-plans) [See full pricing details](https://www.softwareadvice.com/legal/clio-legal-profile/#pricing-and-plans) ### Product: Filevine [Filevine](https://www.softwareadvice.com/enterprise-legal-management/filevine-profile/) 4.45 [(286)](https://www.softwareadvice.com/enterprise-legal-management/filevine-profile/reviews/) Best for:Value for money ### Pricing availability Free trial: Available Free version: Not available Software Advice Summary Filevine offers a comprehensive legal practice management platform designed to streamline document management, communication and billing processes. The platform includes AI tools capable of summarizing documents and identifying inconsistencies, helping legal professionals save time. With features like automatic task assignments, advanced reporting, and texting and emailing capabilities, teams can enhance collaboration and focus on critical tasks. Documents are stored securely in the cloud with advanced filtering options, making it easy to locate files when needed. Filevine is compliant with SOC 2 Type II, SOC 2 Type III, and HIPAA standards, ensuring data security. Key features include task and deadline management, record management, advanced reporting, and robust communication tools. With a unified system for recording conversations, tasks, notes, and comments, users can manage workflows. The platform also allows case updates to be sent to clients via text, maintaining clear and timely communication.... [Read more](https://www.softwareadvice.com/enterprise-legal-management/filevine-profile/) ### Best rated features: Secure Data Storage 5.0 Document Check-In/Out 5.0 Time & Expense Tracking 5.0 Compliance Management 5.0 ### Worst rated features: Third-Party Integrations 1.0 Online Payments 2.0 Trust Accounting 2.3 Document Templates 2.6 [See all features](https://www.softwareadvice.com/enterprise-legal-management/filevine-profile/#key-features) ### Operate Strong - Customized Custom Pricing available upon request ### Scale Up - Standalone Custom Pricing available upon request ### Lead Docket Custom Pricing available upon request [See full pricing details](https://www.softwareadvice.com/enterprise-legal-management/filevine-profile/#pricing-and-plans) ### Product: PracticePanther Legal Software [PracticePanther Legal Software](https://www.softwareadvice.com/legal/paypanther-profile/) 4.66 [(528)](https://www.softwareadvice.com/legal/paypanther-profile/reviews/) Best for:Ease of use ### Pricing availability Free trial: Available Free version: Not available Software Advice Summary PracticePanther is the highest-rated, easiest-to-use, all-in-one legal practice management software, built specifically for solo, small, and mid-sized law firms. Trusted by tens of thousands of firms across 170+ countries, PracticePanther helps legal teams manage cases more efficiently, reduce administrative work, and get paid faster, without the complexity or steep learning curves common in traditional legal software. Start your free trial today, no credit card required. At its core, PracticePanther is designed to help law firms manage every case from start to finish. Matter-centric workflows bring together case and client management, task automation, calendaring, documents, client communication, time tracking, billing, payments, custom reporting, and native trust & operating accounting built into one intuitive, cloud-based platform. Rather than juggling disconnected platforms and multiple subscriptions, firms can run their entire practice from a single, user-friendly system that’s 100% customizable to the way their firm actually operates, not the other way around. PracticePanther is intentionally built for ease of use and fast adoption. Firms can get up and running in less than a day without long onboarding cycles of hours of training, making it an ideal solution for teams that want powerful functionality without unnecessary complexity. From day one, attorneys and staff can stay organized, collaborate more effectively, and maintain full visibility into every client interaction and case progression. Key capabilities include centralized case and client relationship management, document management and storage, calendaring and docketing, task automation, time and expense tracking, legal billing, native online payment processing, a full trust & operating accounting workflow, and customizable reporting. All features work together seamlessly to enable end-to-end legal workflows, helping firms run more efficiently. PracticePanther’s platform also supports modern client communication and cloud-based mobility. Secure client portals allow firms to share documents, send direct messages and SMS texts, and collect payments in a collaborative environment. With our iOS and Android-friendly mobile app, attorneys and staff can access client information, track time, and manage cases from anywhere. Due to our platform’s cloud-based foundation, PracticePanther deploys industry-leading security practices, including 256-bit military-grade encryption, to protect sensitive client and firm data both in transit and at rest. Built with strict access controls and reliable data backup protocols to help law firms meet their professional responsibility and confidentiality requirements with confidence. To fit seamlessly into your existing workflows, PracticePanther integrates directly with Outlook, Google, Box, Dropbox, QuickBooks, and many other popular platforms. Pricing is straightforward on a per-user, per-month basis; all plan details are listed transparently on our website, making it easier for firms to scale without unexpected costs. PracticePanther provides its customers with personalized training, data migration, and live support via phone, email, chat, and an online knowledge base to ensure your firm gets the most out of the platform. PracticePanther is a strong fit for law firms that want an easy-to-use, all-in-one solution to manage cases, billing, and client communication in one tab. It is well-suited for all practice areas, including family law, criminal defense, bankruptcy, estate planning, personal injury, and more.... [Read more](https://www.softwareadvice.com/legal/paypanther-profile/) ### What users love - Responsive and helpful support team - Intuitive and user-friendly design - Streamlined invoicing and payments ### To take in mind - Billing limitations and support delays ### Best rated features: Document Templates 5.0 Receipt Management 5.0 Calendar/Reminder System 5.0 Microsoft Outlook Integration 5.0 ### Worst rated features: Document Automation 1.0 Lead Management 1.0 Portfolio Management 3.0 [See all features](https://www.softwareadvice.com/legal/paypanther-profile/#key-features) ### Solo $49.00/month ### Essential $69.00/month ### Business $89.00/month Our Most Popular Plan [See full pricing details](https://www.softwareadvice.com/legal/paypanther-profile/#pricing-and-plans) ### Product: 8am MyCase [8am MyCase](https://www.softwareadvice.com/legal/mycase-profile/) 4.64 [(807)](https://www.softwareadvice.com/legal/mycase-profile/reviews/) Best for:Customer support ### Pricing availability Free trial: Available Free version: Not available Software Advice Summary 8am MyCase is a cloud-based law practice management solution that helps small and midsize law firms streamline client communication and daily business operations in a unified platform. The solution helps attorneys optimize client intake and lead management through tools such as electronic signatures, customer relationship management (CRM) tools, client portal, pipeline management and more. It helps users handle case management through calendaring, workflow automation, document management, case analytics, automated reminders, and advanced document automation, allowing legal professionals to stay organized and focused on their cases. MyCase also provides additional capabilities such as billing management, online invoicing, trust accounting, alerts/notifications, time tracking, and financial reporting. Payments powered by LawPay and built-in text messaging ensures seamless communication and payment processing for law firms. Additionally, MyCase offers financial management tools for spend management, expense tracking, and legal accounting, empowering firms to monitor their financial health effectively. Furthermore, it facilitates third-party integration with QuickBooks, enhancing accounting capabilities and providing a seamless transition of financial data. The platform caters to various firm types including criminal defense, family law, immigration law, insurance defense, bankruptcy law, personal injury law, civil litigation, real estate law, government law, trust and estate law, IP law and general practice. By providing tailored solutions for different practice areas, MyCase helps practitioners in diverse legal fields streamline their workflows and optimize their operations. The solution is accessible from computers and provides mobile applications for iOS and Android devices. This helps legal professionals access their data and manage cases remotely. Legal AI capabilities are incorporated into MyCase through 8am IQ, 8am's intelligence layer. Capabilities include an AI Writing Assistant for translating languages and refining communication, a Document Assistant for quick document summaries and analyses, and a Case Assistant which gives law firms the ability to ask natural language questions of their case data so they can spend less time searching and more time practicing law. Furthermore, it enables users to manage and synchronize their calendars, facilitating efficient collaboration with clients and colleagues. The application also provides resources such as blogs, guides, case studies, webinars and reports to equip law firms and agents with the knowledge and insights needed to run their practices efficiently. Pricing is offered through monthly or annual subscriptions and support is extended via FAQs, email, phone, live chat, knowledge base and more. In conclusion, MyCase is a leading legal case management solution trusted by over 20,000 law firms to streamline their everyday operations, enhance client communication, and automate billing processes to improve overall efficiency. With its intuitive interface, advanced features, customer support services and industry-leading security standards, MyCase enables legal professionals to focus on achieving successful outcomes in their cases.... [Read more](https://www.softwareadvice.com/legal/mycase-profile/) ### What users love - Intuitive and organized interface - Responsive and helpful support team - Streamlined client communication tools ### To take in mind - Challenging document handling processes - Cumbersome and limited billing features - Frequent and rising costs ### Best rated features: Document Classification 5.0 Document Capture 5.0 Billable & Non-Billable Hours 5.0 Two-Factor Authentication 5.0 ### Worst rated features: Case Law Research 1.0 [See all features](https://www.softwareadvice.com/legal/mycase-profile/#key-features) ### Basic $50.00/month ### Pro $100.00/month ### Advanced $130.00/month [See full pricing details](https://www.softwareadvice.com/legal/mycase-profile/#pricing-and-plans) ### Product: CaseCloud [CaseCloud](https://www.softwareadvice.com/legal/advologix-profile/) ### Pricing availability Free trial: Not available Free version: Not available Software Advice Summary CaseCloud is a comprehensive cloud-based legal operations platform that empowers legal teams of all sizes and structures to streamline workflows, gain valuable insights, and achieve optimal outcomes. Built on the secure and trusted Salesforce platform, CaseCloud offers unparalleled functionality, customization, and integration capabilities, enabling legal professionals to maximize efficiency, gain control over legal spend, and leverage AI-powered innovations. Unify and Organize: Centralized Matter Management: Manage all aspects of your legal matters, from intake to finalization, with a single, intuitive platform, fostering seamless collaboration and increased visibility. Streamlined Contact Management: Gain a 360-degree view of your clients, vendors, and other contacts, fostering strong relationships and efficient communication through centralized contact management. Automated Calendaring and Docketing: Never miss a deadline or meeting again with automated calendaring and docketing features, ensuring a structured and organized legal practice. Boost Efficiency and Productivity: Comprehensive Time Tracking: Accurately capture and manage billable hours and expenses to ensure transparent billing and optimized resource allocation through comprehensive and user-friendly time tracking tools. Secure Mobile Access: Work from anywhere with secure mobile access to your essential legal data and tools, allowing for increased flexibility and responsiveness for both individual lawyers and teams. Efficient Document and Email Management: Store, organize, and access your legal documents and emails securely and efficiently, improving collaboration and streamlining workflows with intuitive document and email management features. Gain Control and Optimize Spend: Granular Spend Management: Maintain complete control over legal expenses with CaseClouds robust spend management tools, providing real-time insights and enabling informed financial decisions. Analyze trends, optimize budgeting, and ensure cost-effectiveness. Advanced Reporting and Analytics: Generate customizable reports and dashboards to gain deeper insights into legal operations performance, identify trends, and make data-driven decisions for continuous improvement. Embrace Innovation and Automation: Caster AI for Automated Invoice Processing: Leverage the power of artificial intelligence with Caster AI to automate a significant portion of legal invoice processing, saving valuable time and resources, allowing your team to focus on higher-value activities. Automated Workflows: Streamline routine tasks with automated workflows, reducing manual data entry and freeing up your team to focus on strategic initiatives and client service. CaseCloud empowers legal operations teams of all sizes and structures, including: Mid-sized to large law firms Corporate legal departments State and local government agencies Non-profit organizations With CaseCloud, you can: Increase efficiency and productivity Reduce costs and optimize resource allocation Improve collaboration and communication Gain deeper insights into legal operations performance Empower your legal team to achieve better outcomes Embrace innovation and leverage cutting-edge technology... [Read more](https://www.softwareadvice.com/legal/advologix-profile/) ### Product: CosmoLex [CosmoLex](https://www.softwareadvice.com/legal/cosmolex-profile/) 4.63 [(341)](https://www.softwareadvice.com/legal/cosmolex-profile/reviews/) Best for:Customer support ### Pricing availability Free trial: Available Free version: Not available Software Advice Summary CosmoLex is a cloud-based legal management solution that offers features including time tracking, billing, trust accounting, task and document management. The solution connects all modules so that users do not have to enter information into multiple systems or clean up errors due to double entry. CosmoLex is a modular solution that allows users to synchronize and replicant information between multiple modules in real-time. The CosmoLex’s legal time and billing module helps in managing batch processing invoices, past due notices and more. It also helps to capture all billable activities and manage them by creating customizable invoices and overdue invoice notices. CosmoLex offers trust (IOLTA) accounting functions that help users to manage client funds, print checks, deposit slips and bank statements. The activity log keeps information on past reconciliations and generate three-way reconciliation reports on a monthly basis. The solution can integrate with Dropbox, Google Drive and NetDocs. It is priced on per month per user basis. Support is available via phone and email.... [Read more](https://www.softwareadvice.com/legal/cosmolex-profile/) ### What users love - Responsive and helpful support team - Integrated legal accounting features - User-friendly and intuitive design ### To take in mind - Billing features need improvement ### Best rated features: Task Scheduling 5.0 Project Management 5.0 Client Portal 5.0 Customer Database 5.0 ### Worst rated features: Customizable Templates 1.0 Document Templates 1.0 Third-Party Integrations 1.0 [See all features](https://www.softwareadvice.com/legal/cosmolex-profile/#key-features) ### CosmoLex Standard $119.00/month Our Standard end-to-end solution for legal practice management. CosmoLex combines legal accounting, time tracking, billing, trust accounting, and document management in one compliant platform—no QuickBooks required!... [Read more](https://www.softwareadvice.com/legal/cosmolex-profile/#pricing-and-plans) ### CosmoLex Elite $139.00/month CosmoLex Elite includes everything in Standard, plus advanced matter workflows, templates, and budgeting tools to streamline operations and support firm growth—all within one compliant, all-in-one legal practice management platform.... [Read more](https://www.softwareadvice.com/legal/cosmolex-profile/#pricing-and-plans) ### CosmoLex CRM Custom Pricing available upon request Grow your law firm and improve your client experience with marketing automation, client intake, and contact management.... [Read more](https://www.softwareadvice.com/legal/cosmolex-profile/#pricing-and-plans) [See full pricing details](https://www.softwareadvice.com/legal/cosmolex-profile/#pricing-and-plans) ### Product: LEAP [LEAP](https://www.softwareadvice.com/product/20175-LEAP/) 4.26 [(545)](https://www.softwareadvice.com/product/20175-LEAP/reviews/) Best for:For Legal Professionals ### Pricing availability Free trial: Not available Free version: Not available Software Advice Summary LEAP is a cloud-based legal tool designed to support law firms in managing various aspects of their practice. It combines practice management, document automation, accounting and billing into a single platform. The software is suitable for firms handling areas such as estate planning, probate, family law, real estate, commercial law, criminal law, litigation and personal injury. The platform includes case management tools with pre-built matter types to organize case files, contacts and documents in one location. It provides access to a large library of automated legal forms and templates that auto-fill with case details. Features include automatic timekeeping for accurate tracking of billable hours and legal accounting tools compliant with trust accounting regulations. A mobile application allows attorneys to manage cases, record time and communicate with clients from various locations. State-specific forms and templates are included to support attorneys working in different jurisdictions. LEAP includes online payment functionality, enabling clients to pay invoices securely through a payment portal with features such as automatic receipt generation and fraud protection. The tool also offers reporting tools to provide insights for business decision-making.... [Read more](https://www.softwareadvice.com/product/20175-LEAP/) ### What users love - Responsive and helpful support team - Intuitive navigation and customization - Centralized and automated document workflows ### To take in mind - Cumbersome and inflexible billing processes - Clunky and unintuitive interface design - Frequent lag and slow load times ### Best rated features: API 5.0 Multi-Location 5.0 Automatic Time Capture 5.0 Project Time Tracking 5.0 ### Worst rated features: Time & Expense Tracking 1.0 Payment Processing 1.0 Reminders 2.0 [See all features](https://www.softwareadvice.com/product/20175-LEAP/#key-features) ### Product: Curo365 [Curo365](https://www.softwareadvice.com/legal/cuero365-profile/) 4.50 [(16)](https://www.softwareadvice.com/legal/cuero365-profile/reviews/) ### Pricing availability Free trial: Not available Free version: Not available Software Advice Summary Built on the most powerful cloud-based solution, Curo365 resides on the Microsoft Dynamics 365 platform built specifically for law firms and integrates with your existing Microsoft Office 365 applications. The only singular solution that seamlessly functions together, without relying on multiple disjointed technologies. The Curo365 platform is powered by Microsoft so your law firm can scale and grow into a single practice management solution, without migrating to other platforms.... [Read more](https://www.softwareadvice.com/legal/cuero365-profile/) ### Best rated features: Document Management 5.0 CRM 5.0 Calendar Management 5.0 Client Management 5.0 ### Worst rated features: Contact Management 1.0 Legal Case Management 2.0 Access Controls/Permissions 2.0 Billing & Invoicing 3.0 [See all features](https://www.softwareadvice.com/legal/cuero365-profile/#key-features) ### Product: CloudLex [CloudLex](https://www.softwareadvice.com/legal/cloudlex-profile/) 4.84 [(76)](https://www.softwareadvice.com/legal/cloudlex-profile/reviews/) ### Pricing availability Free trial: Not available Free version: Not available Software Advice Summary CloudLex is the end-to-end personal injury management software built exclusively for plaintiff personal injury law firms. From intake through settlement, CloudLex unifies the work of running a PI practice across intake, case management, client communication, expense management, litigation, negotiations, and settlement so your team can operate with greater clarity, stronger coordination, and better control. Modern PI practices need more than standalone software. CloudLex is one connected ecosystem where platform, AI, and paralegal services work together—eliminating the need to manage multiple tools, vendors, and disconnected workflows. What sets CloudLex apart: • Platform: Intake, matters, documents, deadlines, reporting, and settlement—all in one PI-focused system of record. • Lexee AI: Built-in AI for demand drafting, medical summaries, intake capture, 24/7 client assistance, voice-assisted tasks, and chat with your case—grounded in your case data. • Paralegal Services: Human-powered support, including medical records retrieval, chronologies, and document indexing—delivered directly to your case files. • Voices of PI: A community initiative celebrating plaintiff attorneys who champion justice—through stories, interviews, and industry recognition. Instead of piecing together software, AI tools, and service vendors, CloudLex gives PI firms one ecosystem, one partner, and one login. Trusted by personal injury law firms nationwide, CloudLex helps modern PI practices scale with confidence.... [Read more](https://www.softwareadvice.com/legal/cloudlex-profile/) ### Best rated features: Electronic Signature 5.0 Online Payments 5.0 Customizable Reports 5.0 2-Way Messaging 5.0 ### Worst rated features: CRM 3.0 [See all features](https://www.softwareadvice.com/legal/cloudlex-profile/#key-features) ### Product: Centerbase [Centerbase](https://www.softwareadvice.com/legal/centerbase-profile/) 4.40 [(60)](https://www.softwareadvice.com/legal/centerbase-profile/reviews/) ### Pricing availability Free trial: Not available Free version: Not available Software Advice Summary Centerbase is a cloud-based legal practice management software designed to support law firms in managing billing, client information, and firm operations. It provides tools for legal professionals including attorneys, managing partners, timekeepers, and administrative staff. The software supports various practice areas, with features tailored for family law professionals. It includes secure document management to protect client information and ensure easy access. Matter management centralizes information for streamlined organization. Centerbase also provides automated time tracking to record work activities and electronic billing to simplify invoicing. Trust and retainer accounting features help maintain compliance with legal regulations. Additionally, its ePre-bill functionality facilitates electronic review, editing, and approval tracking.... [Read more](https://www.softwareadvice.com/legal/centerbase-profile/) ### Best rated features: Alerts/Notifications 5.0 Document Templates 5.0 Customizable Reports 5.0 Retail Banking 5.0 ### Worst rated features: Mobile Access 2.0 For Legal Professionals 2.7 Document Storage 3.0 Lead Management 3.0 [See all features](https://www.softwareadvice.com/legal/centerbase-profile/#key-features) ### Product: LawToolBox [LawToolBox](https://www.softwareadvice.com/collaboration/lawtoolbox-profile/) 4.19 [(53)](https://www.softwareadvice.com/collaboration/lawtoolbox-profile/reviews/) ### Pricing availability Free trial: Available Free version: Not available Software Advice Summary Are you still manually calculating & calendaring legal deadlines? Make your work easier with a court date calculator inside Outlook and Teams. Find out why Microsoft awarded us "Best Integration" for Office 365. Save time, reduce risk, prevent malpractice, and earn a discount on your insurance premium. Try it for yourself. Get free access now - no credit card required.... [Read more](https://www.softwareadvice.com/collaboration/lawtoolbox-profile/) ### Best rated features: Calendar Management 5.0 Reminders 5.0 Docket Management 4.5 Conflict Management 4.0 ### Worst rated features: Legal Case Management 1.0 Customizable Templates 1.0 Billing & Invoicing 1.0 Case Management 1.0 [See all features](https://www.softwareadvice.com/collaboration/lawtoolbox-profile/#key-features) ### 2-9 Users $35.00/month The plan comes with customer support and enterprise security. The plan price is $29/mo if billed annually.... [Read more](https://www.softwareadvice.com/collaboration/lawtoolbox-profile/#pricing-and-plans) ### 10-19 Users $33.00/month The plan comes with customer support and enterprise security. The plan price is $27/mo if billed annualy.... [Read more](https://www.softwareadvice.com/collaboration/lawtoolbox-profile/#pricing-and-plans) ### 20-79 Users $25.00/month The plan comes with customer support and enterprise security. The plan price is $19/mo if billed annualy.... [Read more](https://www.softwareadvice.com/collaboration/lawtoolbox-profile/#pricing-and-plans) [See full pricing details](https://www.softwareadvice.com/collaboration/lawtoolbox-profile/#pricing-and-plans) ### Product: Amberlo [Amberlo](https://www.softwareadvice.com/legal/amberlo-profile/) 4.75 [(110)](https://www.softwareadvice.com/legal/amberlo-profile/reviews/) Best for:Features ### Pricing availability Free trial: Available Free version: Not available Software Advice Summary Amberlo is a cloud-based law practice management software that enables small to large law firms to manage clients, records, timesheets, documents, bills, and more. It helps create contracts, manage framework agreements and store original documents in a centralized location (+ SharePoint integration). Amberlo comes with a CRM module, which allows professionals to create and handle contact information including contract and billing details based on user-defined fields. It helps law firms search/organize case files, contracts, invoices, and contacts into folders, create separate versions to monitor change history across all documents. Additionally, attorneys can plan schedules, client meetings, or follow-ups on an integrated calendar, generate invoices and manage billable hours through timesheets and more. Amberlo provides mobile applications for Android and iOS, which helps track task statuses and business performance, even from remote locations. The solution is available on monthly subscriptions and support is extended via phone, email, and online measures.... [Read more](https://www.softwareadvice.com/legal/amberlo-profile/) ### Best rated features: Contact Management 5.0 Version Control 5.0 Two-Factor Authentication 5.0 Real-Time Data 5.0 [See all features](https://www.softwareadvice.com/legal/amberlo-profile/#key-features) ### Grow $56.00/month The plan is suitable for small teams that are pushing for expansion. Pay $56 per user per month on annual billing.... [Read more](https://www.softwareadvice.com/legal/amberlo-profile/#pricing-and-plans) ### Premium $91.00/month The plan is suitable for grown-up teams that are looking for robust business process automation and control. Pay $91 per user per month on annual billing.... [Read more](https://www.softwareadvice.com/legal/amberlo-profile/#pricing-and-plans) ### Enterprise Custom Pricing available upon request The plan is suitable for demanding teams that are looking for business process automation and custom integrations.... [Read more](https://www.softwareadvice.com/legal/amberlo-profile/#pricing-and-plans) [See full pricing details](https://www.softwareadvice.com/legal/amberlo-profile/#pricing-and-plans) ### Product: SmartAdvocate [SmartAdvocate](https://www.softwareadvice.com/legal/smart-advocate-profile/) 4.73 [(129)](https://www.softwareadvice.com/legal/smart-advocate-profile/reviews/) Best for:Value for money ### Pricing availability Free trial: Not available Free version: Not available Software Advice Summary SmartAdvocate is a legal case management software designed to support various practice areas including personal injury, mass torts, workers' compensation, family law, criminal defense and corporate law. It is suitable for legal professionals in solo practices and larger teams, offering tools to manage cases more efficiently. The software includes artificial intelligence features that summarize cases, medical records, motions, briefs, and depositions. It also refines notes, translates content, and transcribes voice messages. Document management tools allow for template creation using merge codes, batch scanning with barcode functionality, and extensive storage capacity. Automated workflows help standardize case handling with tasks, reminders, and document generation. Deployment options include cloud-based and server-based systems with secure remote access. Customizable dashboards and reports provide insights into case details and financial data. Additional features include a client portal for document access, mobile applications for remote case management, and office calendaring.... [Read more](https://www.softwareadvice.com/legal/smart-advocate-profile/) ### Best rated features: Communication Management 5.0 Time & Expense Tracking 5.0 Secure Data Storage 5.0 Conflict Management 5.0 ### Worst rated features: Staff Calendar 3.0 Full Text Search 4.0 Two-Factor Authentication 4.0 Task Progress Tracking 4.0 [See all features](https://www.softwareadvice.com/legal/smart-advocate-profile/#key-features) ### Product: MerusCase [MerusCase](https://www.softwareadvice.com/legal/meruscase-profile/) 4.74 [(85)](https://www.softwareadvice.com/legal/meruscase-profile/reviews/) ### Pricing availability Free trial: Available Free version: Not available Software Advice Summary MerusCase is a cloud-based legal practice management solution tailored for legal firms and businesses of all sizes. Designed to meet the needs of modern law practices, the platform is fully HIPAA-compliant and includes essential tools such as document management, time tracking, billing, calendaring, and communication features. The document management module enables users to efficiently organize case files, auto-populate legal templates, scan and attach legal paperwork to case records, and perform predictive searches to quickly locate information. The platform’s time tracking and billing features provide capabilities such as accounting, invoicing, time management, and generating detailed reports, helping firms streamline their administrative processes. MerusCase also integrates seamlessly with email applications and calendars, ensuring smooth communication and scheduling workflows. The solution is available through a subscription-based pricing model and offers customer support via phone and email. Additional resources like user guides, documentation, blogs, and a knowledge base are also provided to assist users in navigating the platform effectively.... [Read more](https://www.softwareadvice.com/legal/meruscase-profile/) ### Best rated features: CRM 5.0 Time & Expense Tracking 5.0 Staff Calendar 5.0 Automatic Billing 5.0 ### Worst rated features: Time Tracking 3.0 Billing & Invoicing 3.0 [See all features](https://www.softwareadvice.com/legal/meruscase-profile/#key-features) ### Plan Custom Pricing available upon request Pricing not available [See full pricing details](https://www.softwareadvice.com/legal/meruscase-profile/#pricing-and-plans) ### Product: Lawcus [Lawcus](https://www.softwareadvice.com/legal/lawcus-profile/) 4.76 [(63)](https://www.softwareadvice.com/legal/lawcus-profile/reviews/) ### Pricing availability Free trial: Available Free version: Not available Software Advice Summary Lawcus is a legal practice management solution that can be used by legal teams of any size. It is designed to streamline workflows and eliminate the need for outdated processes. With this solution, legal teams can access CRM features, advanced reporting, document management, client intake, trust accounting, plus more. Lawcus offers a mobile app that is compatible with iOS and Android devices. Additional features include color-coded time tracking, billing, matter centric chat, task delegation, and automated client engagement. Kanban boards and drag-and-drop features allow legal teams to visually manage matters online. With Lawcus, practices can accept online payments powered by LawPay. This solution also integrates with QuickBooks, Zapier, DropBox, Box, G-suite, and Outlook. Pricing for Lawcus is on a monthly subscription basis. Support is available via phone, email, and an online help center.... [Read more](https://www.softwareadvice.com/legal/lawcus-profile/) ### Best rated features: Workflow Management 5.0 Electronic Signature 5.0 For Legal Professionals 5.0 Alerts/Notifications 5.0 ### Worst rated features: Contract/License Management 3.0 Contact Management 3.0 Resource Allocation & Planning 3.0 [See all features](https://www.softwareadvice.com/legal/lawcus-profile/#key-features) ### Essential $49.00/month Solo attorneys & very small firms who need core case management. ### Growth $69.00/month Small firms looking for more collaboration & organization. ### Elite $89.00/month Firms ready to scale operations & automate workflows. [See full pricing details](https://www.softwareadvice.com/legal/lawcus-profile/#pricing-and-plans) ### Product: uLawPractice [uLawPractice](https://www.softwareadvice.com/legal/ulawpractice-profile/) 4.57 [(87)](https://www.softwareadvice.com/legal/ulawpractice-profile/reviews/) ### Pricing availability Free trial: Available Free version: Not available Software Advice Summary uLawPractice is a practice management and legal accounting solution for sole practitioners, paralegals, and small law firms. With the aim of assisting law professionals with day-to-day tasks, uLawPractice provides seamless trust and general accounting features, generates invoices, and handles just about all clerical tasks that a law office encounters. With compliance at its core, uLawPractice simplifies the work of a law office by automating most activities. Whether it’s the tracking of billable time, the generation of invoices, disbursements, ledgers and journals, court forms and more, uLawPractice does it all. The best part, the entire software ecosystem is tailor-made to be in compliance with law societies and the Canada Revenue Agency, meaning it forces users to maintain the correct records necessary to remain in good standing with regulators. uLawPractice works as a digital legal assistant. For every keystroke of data inputted to the system, the software cuts down on future work, because it repurposes the information to produce accurate and detailed documents and books. With the click of a button, users can generate a wide selection of automated court forms, such as Ontario Small Claims Court, POA, Landlord & Tenant, family law, and more. uLaw is matter-driven, meaning users can process the clerical duties of their law firm simply by processing a legal matter. Through powerful algorithms and analytics, uLawPractice also transforms data into meaningful business insights within the customizable dashboard. Users can gain an overview of recently modified matters, upcoming events, contacts, and real-time law news relating to the business’ area of interest.... [Read more](https://www.softwareadvice.com/legal/ulawpractice-profile/) ### Best rated features: Fixed Asset Management 5.0 Time & Expense Tracking 5.0 Docket Management 5.0 Workflow Management 5.0 [See all features](https://www.softwareadvice.com/legal/ulawpractice-profile/#key-features) ### New Entrepreneur CA$44.00/month Pricing is available at $44/month (Billed Monthly) ### Student Subscription CA$44.00/month Designed for students, the plan is billed monthly at $44. ### Yearly Subscription CA$49.00/month Pricing is billed annually at $49/month [See full pricing details](https://www.softwareadvice.com/legal/ulawpractice-profile/#pricing-and-plans) ### Product: CaseFleet [CaseFleet](https://www.softwareadvice.com/legal/casefleet-profile/) 4.71 [(41)](https://www.softwareadvice.com/legal/casefleet-profile/reviews/) ### Pricing availability Free trial: Available Free version: Not available Software Advice Summary CaseFleet is cloud-based, legal case management software that helps users organize case facts, track deadlines and manage litigation and investigations. CaseFleet allows users to detail out the facts of each case in a timeline including witnesses, locations, dates and evidence to create case chronologies. Users can attach documents and case facts to time points. Users can search facts, sort by date and time and edit facts inline. They can also filter by contacts, issues, date ranges and sources. Users can create facts by highlighting the text in their documents. CaseFleet’s robust search feature allows users to find keyword matches in the text of their documents. Matching text gets highlighted as users start searching in the document. CaseFleet provides two-factor authentication, 256-bit encryption and data backups. Support is provided via email. Pricing is subscription-based depending on the number of users per month.... [Read more](https://www.softwareadvice.com/legal/casefleet-profile/) ### Best rated features: Document Classification 5.0 Data Management 5.0 Full Text Extraction 5.0 Archiving & Retention 5.0 [See all features](https://www.softwareadvice.com/legal/casefleet-profile/#key-features) ### Starter $40.00/month Annual and monthly billings. ### Standard $100.00/month Annual and monthly billings. ### Enterprise Custom Pricing available upon request Contact the team for 20 or more users. [See full pricing details](https://www.softwareadvice.com/legal/casefleet-profile/#pricing-and-plans) ### Product: Legal Files [Legal Files](https://www.softwareadvice.com/legal/legal-files-profile/) 4.61 [(41)](https://www.softwareadvice.com/legal/legal-files-profile/reviews/) ### Pricing availability Free trial: Not available Free version: Not available Software Advice Summary Legal Files is a legal case management solution that helps government agencies, corporations, universities and insurance companies centrally organize contacts, documents, emails, deadlines and other critical data. The software integrates seamlessly with Microsoft Outlook, enabling users to consolidate file-related emails, calendars and tasks in a single platform. Users have the flexibility to deploy Legal Files either on-premises or via the cloud, depending on their organizational needs. Legal Files allows users to manage their work from any location at any time. The tool is designed to help organizations handle increased workloads by automating routine administrative tasks and standardizing daily operations. It enables users to capture and track emails, attachments, scanned images, notes, calendars, tasks, documents, contact information, time logs, case details and more, ensuring everyone within the organization has access to up-to-date information. Legal Files integrates with commonly used software programs, including Outlook, Google Mail and Microsoft Office products, enhancing compatibility and workflow efficiency. Additionally, Legal Files provides installation assistance, training and ongoing support to ensure users can effectively implement and maintain the system within their operations.... [Read more](https://www.softwareadvice.com/legal/legal-files-profile/) ### Best rated features: Case Management 5.0 Customizable Fields 5.0 Full Text Search 5.0 Document Classification 5.0 ### Worst rated features: Budgeting/Forecasting 3.0 Accounting Integration 4.0 Version Control 4.0 [See all features](https://www.softwareadvice.com/legal/legal-files-profile/#key-features) ### Product: The Legal Assistant [The Legal Assistant](https://www.softwareadvice.com/legal/the-legal-assistant-profile/) 4.50 [(2)](https://www.softwareadvice.com/legal/the-legal-assistant-profile/) ### Pricing availability Free trial: Available Free version: Not available Software Advice Summary The Legal Assistant is a cloud-based and on-premise legal management solution available for either cloud-based or on-premise deployment. It is suitable for legal practices of multiple sizes. Different modules are available for specific areas of law, such as personal injury, criminal, family law etc. Files are accessible from a smartphone, tablet, Mac or PC. The Legal Assistant offers task management functionalities including interoffice messaging and to-do lists. Tasks such as signing and emailing a letter by a certain date can be automated by creating alerts on the calendar. Users can also create alerts to be notified of updates to cases. The platform automatically accumulates charges and cost for each case and invoices and statements can be generated with one click. Document management features include prewritten templates for quick letter generation or users can create their own letters. Users can customize documents with letterhead and digital signature support and send them from the platform via email or fax. Pricing is per module per month.... [Read more](https://www.softwareadvice.com/legal/the-legal-assistant-profile/) ### Basic $55.00/month [See full pricing details](https://www.softwareadvice.com/legal/the-legal-assistant-profile/#pricing-and-plans) ### Product: Actionstep Legal Accounting [Actionstep Legal Accounting](https://www.softwareadvice.com/accounting/soluno-profile/) 4.49 [(104)](https://www.softwareadvice.com/accounting/soluno-profile/reviews/) Best for:Time Tracking ### Pricing availability Free trial: Not available Free version: Not available Software Advice Summary Soluno is a cloud-based time, billing, and accounting solution designed for law firms of all sizes. It streamlines back-office processes, from time and expense entry, to receiving payments, to financial reports while remaining fully compliant with local regulatory requirements and maintaining a full audit trail. Soluno’s time and expense capture is comprehensive and features both single and multiple timers, quick time and expense entry and optimized time and expense sheets for efficient recording. It offers built-in trust compliance and can support multiple trust accounts, produce trust checks and receipts; and perform trust bank reconciliations The software supports cash, modified cash, and accrual accounting methods. Hard and soft costs can be tracked separately, and financial statements can be produced. Users are able to generate deposit slips, process bank feeds, and create custom productivity reports. Accounts payable, batch check printing, and bulk cost recovery imports are also included in Soluno’s suite of accounting features. Soluno supports task-based and time-based billing. Firms can run custom arrangements such as pre-billing, split-billing, consolidated billing, e-billing, and more. Bill displays are customizable. Additionally, payment disbursements such as rainmaker allocations can be implemented. Soluno integrates with other products such as Microsoft Office 365, NetDocuments, LawPay, and more so that law firms can take advantage of a fully integrated workflow. If firms desire an on-premise solution, Soluno can accommodate.... [Read more](https://www.softwareadvice.com/accounting/soluno-profile/) ### Best rated features: Contact Management 5.0 Compliance Management 5.0 Access Controls/Permissions 5.0 SSL Security 5.0 [See all features](https://www.softwareadvice.com/accounting/soluno-profile/#key-features) ### Product: Docket Alarm [Docket Alarm](https://www.softwareadvice.com/docketing/docket-alarm-profile/) 4.46 [(13)](https://www.softwareadvice.com/docketing/docket-alarm-profile/) ### Pricing availability Free trial: Available Free version: Available Software Advice Summary Docket Alarm is a cloud-based legal management platform that helps businesses access court records and streamline administrative operations. Using its search functionality, professionals can retrieve case information from federal, bankruptcy, state or intellectual property specialty courts and law agencies. Key features of Docket Alarm include optical character recognition (OCR), matter management, single sign-on (SSO), event calendar and reporting. It comes with an analytics workbench module, which lets users gain insights into Patent Trial and Appeal Board's (PTAB) activities, judicial profiles or case flows through predictive analytics. Managers can receive automated alerts about new lawsuits, download docket entries and export case information. Docket Alarm provides an application programming interface (API), which enables organizations to modify the system and integrate it with various third-party applications. Pricing is available on monthly subscriptions and support is extended via... [Read more](https://www.softwareadvice.com/docketing/docket-alarm-profile/) ### Basic $99.00/month [See full pricing details](https://www.softwareadvice.com/docketing/docket-alarm-profile/#pricing-and-plans) ### Product: BHL Insight [BHL Insight](https://www.softwareadvice.com/legal/bhl-insight-profile/) 4.0 [(1)](https://www.softwareadvice.com/legal/bhl-insight-profile/) ### Pricing availability Free trial: Not available Free version: Not available Software Advice Summary BHL Insight is a cloud-based and on-premise legal management solution that helps law firms manage workflows, accounting operations and marketing activities. It enables users to store customer contacts in an in-built database and create multiple client groups to send bulk invitations or newsletters for upcoming events. Features of BHL Insight include general ledger, customizable templates, task administration, bank reconciliation, document management, alerts/notifications and more. It comes with an executive dashboard, which lets managers review the performance of teams, departments and individuals on a centralized platform. Additionally, users can utilize the time capture module to measure employee productivity via timesheets, time diary, fee entries or time clock. BHL Insight facilitates integration with various third-party applications such as Microsoft Office, iManage, Hummingbird and more. Pricing is available on request and support is extended via phone, email and other online measures.... [Read more](https://www.softwareadvice.com/legal/bhl-insight-profile/) ### Product: Quill [Quill](https://www.softwareadvice.com/docketing/interactive-profile/) 3.96 [(24)](https://www.softwareadvice.com/docketing/interactive-profile/) ### Pricing availability Free trial: Not available Free version: Not available Software Advice Summary Quill is a cloud-based legal management solution that lets law firms streamline the entire litigation lifecycle, from managing matters to automating accounting operations. It enables lawyers to organize and electronically file documents such as contracts, affidavits and more in real-time. Features of Quill include time recording, form production, billing, invoicing, appointment scheduling, cost estimation, email management, reporting and more. The application allows professionals to track and edit data including client cases, personal contact information and payment statuses. Additionally, it helps legal practitioners or support staff obtain training by attending courses on the platform. Quill comes with an application programming interface (API), which lets businesses integrate the system with several third-party platforms including Redbrick Solutions, NetDocuments, FormEvo and Bundledocs. Pricing is available on a monthly subscription and support is extended via phone, email and other online measures.... [Read more](https://www.softwareadvice.com/docketing/interactive-profile/) ### Best rated features: Case Management 5.0 Timer 5.0 Email Management 5.0 Third-Party Integrations 5.0 ### Worst rated features: Trust Accounting 1.0 Calendar Management 2.5 For Legal Professionals 3.0 Access Controls/Permissions 3.0 [See all features](https://www.softwareadvice.com/docketing/interactive-profile/#key-features) ### Product: Litify [Litify](https://www.softwareadvice.com/legal/litify-profile/) 4.38 [(138)](https://www.softwareadvice.com/legal/litify-profile/reviews/) Best for:Ease of use ### Pricing availability Free trial: Not available Free version: Not available Software Advice Summary Litify is a cloud-based legal practice management platform designed for various legal practices including personal injury firms, insurance defense practices, immigration firms, corporate legal departments, and claims litigation teams. The platform features role-specific automation, highlighting critical tasks and information based on team members' responsibilities throughout the matter lifecycle. Its analytics engine provides a real-time source of truth with data filtering options to address business questions. Litify allows no-code configuration for customizing workflows, reports, and views without technical expertise. It maintains enterprise-grade security to protect sensitive information, control access based on roles, and block suspicious activity. Additionally, the solution includes matter management, document management for organizing legal documents, conflict checking, timekeeping, billing features, and mobile functionality. These capabilities support legal operations from intake management to document automation.... [Read more](https://www.softwareadvice.com/legal/litify-profile/) ### Best rated features: Automatic Time Capture 5.0 Compliance Management 5.0 Invoice Management 5.0 Mobile App 5.0 ### Worst rated features: Email Management 2.0 File Sharing 2.5 Document Review 3.0 [See all features](https://www.softwareadvice.com/legal/litify-profile/#key-features) ### Product: Rocket Matter [Rocket Matter](https://www.softwareadvice.com/legal/rocket-matter-profile/) 4.37 [(205)](https://www.softwareadvice.com/legal/rocket-matter-profile/reviews/) Best for:Small businesses ### Pricing availability Free trial: Available Free version: Not available Software Advice Summary Rocket Matter is a cloud-based legal practice management solution designed to assist law firms in organizing their operations. It supports various practice areas such as family law, estate planning, real estate, intellectual property and business law. The platform is suitable for firms of different sizes, including solo practitioners and larger organizations. It includes case management tools that help attorneys stay organized. Time tracking and billing features simplify invoicing, while online payment options facilitate payment processing. Rocket Matter includes a document automation function that helps reduce repetitive tasks and securely share files. It also offers legal trust accounting tools to assist with compliance and client fund management. The platform offers reporting tools that provide legal professionals with data insights for operational decisions. A legal CRM system supports client relationship management and business development. Additionally, Rocket Matter also provides mobile applications for iPhone and Android allow users to access firm information, track time and manage expenses remotely.... [Read more](https://www.softwareadvice.com/legal/rocket-matter-profile/) ### Best rated features: Two-Factor Authentication 5.0 Electronic Payments 5.0 Activity Tracking 5.0 Billable & Non-Billable Hours 5.0 ### Worst rated features: Automatic Billing 1.0 Accounting 1.0 Case Management 1.0 Access Controls/Permissions 1.0 [See all features](https://www.softwareadvice.com/legal/rocket-matter-profile/#key-features) ### Essentials $49.00/month ### Pro $79.00/month ### Premier $99.00/month [See full pricing details](https://www.softwareadvice.com/legal/rocket-matter-profile/#pricing-and-plans) 1 [2](https://www.softwareadvice.com/legal/calendaring-docketing-comparison/?page=2)[3](https://www.softwareadvice.com/legal/calendaring-docketing-comparison/?page=3) ## Popular Comparisons [ 8am MyCase vs Clio ](https://www.softwareadvice.com/legal/clio-legal-profile/vs/mycase/)[ Filevine vs LEAP ](https://www.softwareadvice.com/compare/20175-LEAP/vs/38967-filevine/)[ CosmoLex vs PracticePanther Legal Software ](https://www.softwareadvice.com/legal/cosmolex-profile/vs/paypanther/)[ Litify vs Amicus Attorney ](https://www.softwareadvice.com/legal/amicus-attorney-profile/vs/litify/) ## Your Guide to Top Legal Calendar Software, November 2022 Software Advice uses reviews from real software users to highlight the top-rated Legal Calendar products in North America. [Learn how products are chosen](https://www.softwareadvice.com/legal-page/frontrunners-methodology/) #### Explore FrontRunners - [MyCase](https://www.softwareadvice.com/legal/mycase-profile/) - [The Tussman Program](https://www.softwareadvice.com/legal/tussman-program-profile/) - [Lawcus](https://www.softwareadvice.com/legal/lawcus-profile/) - [SmartAdvocate](https://www.softwareadvice.com/legal/smart-advocate-profile/) - [CosmoLex](https://www.softwareadvice.com/legal/cosmolex-profile/) - [Clio](https://www.softwareadvice.com/legal/clio-legal-profile/) - [Filevine](https://www.softwareadvice.com/enterprise-legal-management/filevine-profile/) - [Rocket Matter](https://www.softwareadvice.com/legal/rocket-matter-profile/) - [PracticePanther Legal Software](https://www.softwareadvice.com/legal/paypanther-profile/) - [AbacusLaw](https://www.softwareadvice.com/legal/abacuslaw-profile/) “Usability” includes user ratings for Functionality and Ease of Use. “Customer Satisfaction” includes user ratings for Customer Support, Likelihood to Recommend and Value for Money. Reviews analysis period: The reviews analysis period spans two years and ends the 15th of the month prior to publication. ## Send me a copy of this list to my inbox ### Get a copy of this list with pricing info sent to your inbox so you can pick up where you left off when convenient to you. A significant percentage of legal malpractice claims stem from [calendar and docket issues](https://www.americanbar.org/publications/law_practice_home/law_practice_archive/lpm_magazine_webonly_webonly07101.html), according to data gathered by the American Bar Association (ABA). Together, the following make up roughly 25 percent of malpractice claims: - Failure to calendar properly - Failure to know or ascertain a deadline correctly - Procrastination in performing services or lack or a follow-up - Failure to react to calendar These claims are hard to dispute: You either made a deadline or you didn't. Any firm—but small firms especially—can't afford to put themselves at risk for a malpractice suit from something so easily preventable. Before you brush off that statement, consider that in 2015, over 440 legal malpractice claims resulted in claimants receiving over $1 million dollars in payment, according to a profile of the ABA's study of Legal Malpractice Claims from 2012 to 2015. To combat this risk, many firms use calendaring and docketing software to provide early warnings and reminders of due dates for filings, court dates and case-related tasks and to create an audit trail for compliance and regulation review. We've created this guide to outline what you can expect to find in calendaring and docketing software and help you understand how it fits within the [larger legal software marketplace](https://www.softwareadvice.com/legal/). Here's what we'll cover: [What Is Legal Calendaring and Docketing Software?](#WhatIsLegalCalendaringandDocketingSoftware) [Common Features of Legal Calendaring and Docketing Software](#CommonFeaturesofLegalCalendaringandDocketingSoftware) [What Type of Buyer Are You?](#WhatTypeofBuyerAreYou) [Purchase Considerations](#PurchaseConsiderations) ## What Is Legal Calendaring and Docketing Software? Calendaring and docketing software helps lawyers manage their files, tasks, deadlines and appointments surrounding cases and trials. In an industry where missing deadlines has serious legal consequences, having a transparent, collaborative and [redundant](https://technology.findlaw.com/legal-software/minimizing-risk-while-maximizing-performance.html) (i.e., a backed up or duplicated) system in place to manage calendaring and docketing is an important part of a firm's risk management strategy. These tools automate what historically had been a very manual and tedious process surrounding case file maintenance and management. Prior to automated calendaring and docketing software, a typical process [looked something like this](https://betterchancery.com/2012/06/12/a-ticklish-subject/): **Manual Docketing Process** The dated index card is called a “[tickler](http://www.lawyersmutualnc.com/blog/calendar-and-docket-basics)." Sometimes a due date on a tickler was used simply to remind the attorney to review a case and check on it's status (rather than complete a specific action item). On a recurring basis (typically once a month), office staff was responsible for reviewing the tickler box to ensure cards weren't misfiled or hadn't been overlooked. This was how firms handled files. There was a separate, but related, process for managing schedules for appointments, court appearances and client meetings. Now, docketing software helps firms create an automated process to manage all tasks, files and deadlines associated with cases and ensure reminders are set and schedules are accurate. Typically, one person (or more, depending on the size of your firm) is responsible for inputting dates into the system for each case and assuring compliance with court rules and deadlines. A separate person is responsible for managing calendars, both the individual calendars of the attorneys and shared calendars among the firm. This person reviews mail, email, faxes etc. for dates and deadlines and adds them to the appropriate schedule. Then, the system acts to provide checks and reminders of impending due dates and case-related tasks. This not only makes the attorney and office staff more organized (and audit ready), but it promotes a better attorney-client relationship as there are less mistakes and missed deadlines. Because the cards in the manual system were referred to as “ticklers," you may still see this term used to refer to the automated organization system in docketing software. For example, [TrialWorks](https://www.softwareadvice.com/legal/trialworks-profile/), is a [case management software](https://www.softwareadvice.com/legal/case-management-comparison/) that uses a digital “tickler system." _Adding a tickler to a docket in_ [TrialWorks](https://www.softwareadvice.com/legal/trialworks-profile/) Some cloud-based systems, such as [Clio](https://www.softwareadvice.com/legal/clio-legal-profile/), will auto-generate dates for court rules within the attorney's jurisdiction based on the “trigger" event being logged. _Adding items to the docket using “Court Rules" functionality in_ [Clio](https://www.softwareadvice.com/legal/clio-legal-profile/) Calendaring and docketing tools are available as best-of-breed solutions (BoB), or as an application within a larger [practice management suite](https://www.softwareadvice.com/legal/). Firms looking for highly collaborative solutions should consider cloud-based tools as they'll offer the highest degree of transparency and to-the-minute updates. For example, if an attorney is out of the office and a paralegal receives an email about an urgent discovery item, they can update the attorney's calendar from the office. The system will alert the attorney that a new task has been added to their calendar, and the attorney can check it on their mobile device or laptop. Maintaining strict rules and protocol around calendaring and docketing is crucial for risk management and ensuring compliance with regulations. This includes workflows dictating who adds tasks and due dates, that there are “read" receipts in the system for when the attorney receives them, that there is a saved history of when auto-generated reminders for deadlines were sent out and of course when the task was completed along with relevant documentation. ## Common Features of Calendaring & Docketing Software Expect to see some or all of the following capabilities as you evaluate calendaring and docketing software: **Email integration** Integration with common email platforms, including Microsoft Outlook and Gmail. Users can create tasks or calendar events directly from email and can view appointments across devices. **Task management** Review cases and create task lists encompassing action items to be completed by the attorney (and firm staff) to bring the case to a close. Assign to users and schedule due dates. Save task lists to easily load workflows into future, similar cases. **Calendar management** View tasks, appointments, meetings and docket items by day, week, month or year. Schedule due dates in accordance with court rules. Filter by attorney, case file or client. Link related events and if there is rescheduling, due dates for related events will shift as well. [Document management](https://www.softwareadvice.com/category/722-document-management/) Upload, share and attach files to cases in a secure format. Use versioning to view and if necessary, restore previous versions. Use access controls to dictate who can access, change and share files. [Case management](https://www.softwareadvice.com/legal/case-management-comparison/) Store and retrieve case information (including contact information, documents, tasks and schedules) in a centralized, searchable database. Check for conflicts of interest and statute of limitations. **Court rules/ rules-based scheduling** Import court-specified due dates for various tasks relating to your cases by jurisdiction from a database. Set up rules for events or category so dates auto-generate when that event is selected. **Automatic reminders** Schedule notifications to remind assigned users of upcoming deadlines for case-related tasks (e.g., court filings, client meetings, responding to discovery etc.). Set up alerts with enough lead time so the task can be completed and logged. **Audit trail** Save a history of all calendaring and docketing action-items, “read" receipts for tasks and a history of reminders sent out about tasks. The audit trail protects the firm and the attorney in the event of a malpractice suit and keeps users compliant with regulations. ## What Type of Buyer Are You? According to 2016 U.S. lawyer demographic research by the ABA (highlighted in [this infographic](https://www.practicepanther.com/2016-us-lawyer-demographics/) by PracticePanther), 75 percent of attorneys in the private sector work for small firms with 20 or fewer practicing attorneys. Of that, 49 percent work at solo practices. Below is how your calendaring and docketing needs should break down across your size of business: **Solo practice** (one attorney): Look for email integration with a shared calendar tool, task management and matter management (i.e., BoB calendaring and docketing will suffice). **Small practice** (two to 20 attorneys): Everything for the solo attorney plus look for [case management software](https://www.softwareadvice.com/legal/case-management-comparison/) that includes calendaring and docketing and [document management](https://www.softwareadvice.com/legal/billing-comparison/). **Midsize practice** (21 - 50 attorneys): Everything for the small practice, and in addition look for time keeping and a [legal billing solution](https://www.softwareadvice.com/legal/billing-comparison/). **Large law firm** (more than 50 attorneys): Large law firms will need a comprehensive [practice management solution](https://www.softwareadvice.com/legal/), often one geared toward their specific practice area (see below). ## Purchase Considerations The specific calendar and docket needs of your firm may vary based on your practice area. Common case-related calendar and docket tasks for different practice areas include: **Litigation:** Court filings, court dates and appearances, pleading deadlines, discovery dates and opposing party deadlines.  \* **Patent, copyright or trademark:** Deadlines for filing applications, dates of annuity and maintenance payments. - **Real estate:** Deadlines for contracts, loans, inspection dates, closing dates and lien notification dates. - **Corporate/commercial:** Annual meetings and deadlines for tax returns, financial statements and regulatory filings. ### Related Legal Calendar Software - [Court Management Software](https://www.softwareadvice.com/court-management/) - [Law Practice Management Software](https://www.softwareadvice.com/legal/law-practice-management-comparison/) - [Legal Billing Software](https://www.softwareadvice.com/legal/billing-comparison/) - [Legal Case Management Software](https://www.softwareadvice.com/legal/)