Finding software can be overwhelming. Software Advice helps law firms choose the right calendaring and docketing software so they can schedule case-related tasks and stay compliant with regulations.

Showing 1-20 of 41 products

Clio

Clio is a cloud-based legal practice management solution suitable for small to large law firms. The platform enables legal firms to track important deadlines, manage cases and documents and bill and collect from clients. The time... Read more

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Recent recommendations: 89 recommendations

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PracticePanther Legal

PracticePanther Legal Software is a legal management solution for small to midsize practices specializing in areas including bankruptcy law, personal injury, divorce, estate planning, litigation, criminal law and many more. The system... Read more

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Recent recommendations: 78 recommendations

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MyCase

MyCase is a cloud-based legal management solution that helps attorneys in small size law firms to manage communications with their clients and carry out daily business operations. The solution also provides functionalities for accounting... Read more

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Recent recommendations: 58 recommendations

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Tabs3

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

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Recent recommendations: 53 recommendations

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Needles Case Management

For over 35 years Needles has successfully supported the legal industry with case management software solutions. With 30,000+ users and over 2,000 law firms, this application includes 20+ case type libraries and provides reporting... Read more

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Recent recommendations: 29 recommendations

Platforms: Win
Deployments: On premise
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Filevine

Filevine is a cloud-based case management solution for small and midsize legal firms and legal professionals. It helps in managing case documents, communication and project management. Key features include bill and expense tracking,... Read more

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Recent recommendations: 26 recommendations

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Zola Suite

Zola Suite is a cloud-based legal practice management solution for single users as well as small and midsize law firms. Key features include task management, built-in email, document management, client portals, a calendar, contact... Read more

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Recent recommendations: 24 recommendations

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CloudLex

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 organize... Read more

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Recent recommendations: 14 recommendations

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ProTempus

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 make... Read more

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Recent recommendations: 8 recommendations

Platforms: Win
Deployments: On premise
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AbacusLaw

Abacus Law is both cloud-based and on-premise case automation solution designed explicitly for legal practices. The system works as a practice management tool that helps in managing workflows including billing, time and accounting... Read more

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Recent recommendations: 6 recommendations

Platforms: Win
Deployments: On premise
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CASEpeer

CASEpeer is a cloud-based case management platform suitable for law firms of all sizes. It offers intake, case and task management tools, document management, negotiation and litigation tracking, reporting, search tools, case timelines... Read more

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Recent recommendations: 6 recommendations

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Smokeball

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 contingency,... Read more

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Recent recommendations: 5 recommendations

Platforms: Win
Deployments: On premise
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LegalEdge

LegalEdge is a cloud-based case and matter management solution for government, city and county attorneys, agencies and school districts as well as prosecutors and public defenders.   Case screens include claims, contracts, litigation... Read more

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Recent recommendations: 5 recommendations

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SmartAdvocate

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 and their... Read more

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Recent recommendations: 2 recommendations

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Law Ruler

Law Ruler is redefining what legal practice management and intake software should be for personal injury and mass tort law firms. It is built specifically for lawyers to acquire more cases and manage them better. With Law Ruler, you... Read more

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Recent recommendations: 2 recommendations

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Legal Files

Legal Files is an on-premise legal case and matter management solution for corporations, government agencies, universities and insurance agencies. The solution enables legal professionals and others to manage vital information, including... Read more

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Recent recommendations: 1 recommendations

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GrowPath

GrowPath is a cloud-based case management and client intake solution designed for attorneys and paralegals in midsize and large legal firms. Features include document management, matter trackers, market measurement tools and more. GrowPath... Read more

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Recent recommendations: 1 recommendations

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Essential

Essential by Anaqua is a cloud-based legal management solution that helps law firms of all sizes to manage their patents, inventions. Key features include case management, document management, calendaring, docketing, time tracking,... Read more

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Mitratech

Mitratech is a legal management system suitable for midsize to large corporate law firms. Key features include case management, contact management, document management, calendaring and docketing, time tracking, billing and invoicing... Read more

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CosmoLex

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... Read more

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Buyers guide


Last Updated: May 17, 2019

A significant percentage of legal malpractice claims stem from calendar and docket issues, 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.

Here's what we'll cover:

What Is Legal Calendaring and Docketing Software?
Common Features of Legal Calendaring and Docketing Software
What Type of Buyer Are You?
Purchase Considerations

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 (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:

Manual Docketing Process

Steps in a manual docketing process, using index cards and a card box

The dated index card is called a “tickler." 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, is a case management software that uses a digital “tickler system."

Adding a tickler to a docket in TrialWorks software

Adding a tickler to a docket in TrialWorks

Some cloud-based systems, such as