There’s a high demand for law practice management software — 51% of lawyers report that their firms use it, with small and large practices alike reaping the benefits of this technology. It’s no wonder then that an increasing number of vendors claim that their product delivers the best results, which leaves you with the problem of how to choose the ultimate solution for your law practice. Scroll down to discover the best of the best in the industry along with the evaluation methodology we used to complete the list. Just below it, you can find in-depth reviews, as well as a three-step buying guide.
To identify the best management solutions on the market, we’ve devised a custom evaluation methodology that covers the most important points including price, value for money, security, and ease of use. Read on to discover the details behind our extensive ranking process.
The first step when drafting our law practice management software reviews is classifying the solutions based on different parameters. First, we consider the focus of the vendor. Some products cater specifically to small businesses or sole practitioners, some serve mid-sized firms, and others target large law practices. This is important for classification purposes because different software will offer different features and, as a result, different prices depending on the business size they cater to.
Another aspect that helps us classify the law office software is the type of deployment. Some vendors offer full software management which is perfect for users that don’t have the experience to run their own server. Users get proactive maintenance, monitoring, software updates, and ongoing support. There are also vendors that offer cloud-based solutions where users get full control over the server along with high-level customization. We must note that these factors don’t influence the rankings of the software platforms but serve for classification purposes only.
Law firm practice management software is as efficient as its features. There are several functionalities that are a must so we check the software solutions against them.
Case or matter management is an absolute must-have. We make sure that the software offers a centralized database where you can manage both the internal and external aspects of your legal management. The best platform should allow users to open a matter, assign and track tasks, control conflict and ethics, create reports, and more. This feature is crucial for eliminating the manual work and the barriers to collaboration, as well as gaining continuous improvement in operational efficiency.
Document management is essential for providing automated templates for creating legal documents. Additionally, we make sure that the legal practice management software offers at least basic features that will allow you to add documents and connect them with your cases or matters.
The top software solutions provide seamless integration with third-party systems such as QuickBooks and LawPay, while others come with built-in billing features. The most common functionalities include invoice creation and distribution, tracking and reporting on billable hours, notifications on pending and overdue invoices payment processing.
Accounting tools eliminate the need for using additional software. Many platforms offer integration with third-party apps or built-in features to ease the management of payroll, receivables, trust accounting, and more.
Calendaring will ensure you don’t miss deadlines or meetings. With this feature, you can view tasks and appointments by day, week, month, or year, or schedule new ones with just a few clicks. The best law practice management software solutions let you connect appointments with contacts and matters and sync with Google Calendar and Office 365.
To be featured on our list, the software should be easy to use. We consider this an important aspect because we want to ensure the product you choose will save you time. We look for platforms with a simple learning curve, an intuitive interface with an easy setup, and mobile-friendliness.
We didn’t compromise on security when drafting our law practice management software comparison chart. The software needs to be armed with tools that will protect your law firm against cyber threats that could compromise the attorney-client privilege, software failures, or data theft. Compliance with the latest legislation, secure architecture and regular backups are a must but we also appreciate extra security measures such as multi-factor authentication for protection against unauthorized access, as well as 256-bit SSL encryption of communication. Most importantly, security features should be easy to implement and work without disrupting the workflow.
Scouting customer reviews on third-party directories is another important step toward choosing the best legal practice management software. In addition to positive feedback which is a clear indicator of what works best in the software, we take note of negative reviews as well. They can be very insightful and we make sure to discover the reason behind the rating before we dismiss the software.
The prices of this type of software largely depend on the deployment model. Cloud-based solutions usually cost between $30 and $70 per user per month, while on-premise software platforms range between $1,000 and $3,000. Our goal is to offer solutions that bring the best value for money and align with industry standards. We especially appreciate software that offers a free trial or a money-back guarantee.
PracticePanther is a user-friendly, automated software perfect for solo lawyers or firms. It’s simple and easy to set up and use. It combines multiple software solutions, including billing, payment processing, expense management, calendaring, and time tracking software. It’s secure, reliable, and can be integrated with a variety of apps already in use.
Automated billing is a highly appreciated feature of this law practice management software. Though seamless sync with QuickBook, PracticePanther allows you to send invoices, notify the client, and get notified yourself when the payment is made. It also supports setting different rates for users, tracking attorneys and paralegals, categorizing expenses, and monitoring non-billable company expenses.
With PracticePanther all files are synced, so you can easily track changes, recover files, and view version histories. You can lock or password-protect certain files. All deleted documents are stored for up to 30 days so you can restore them. This law practice management software offers more than 20 types of reports so you can rest assured you’ll track everything that’s going on in your firm.
PracticePanther is equipped with a client portal that ensures happier clients. You can allow clients to view their payment history, operating and trust account balances. Also, you can send them notifications via email and SMS to ensure they don’t miss a deadline or a meeting. All communication is encrypted and you can completely brand the portal so it feels more familiar to your clients. The software supports seamless integration with many third-party systems including Google Calendar, Gmail, Office 365, and Zapier. Though the integrations have limited functionality, they still simplify your day-to-day operations.
Compared to other law office practice management software solutions, PracticePanther offers fair pricing distributed in three tiers. The Solo package costs $49/month and includes internal chat, real-time notifications, daily agenda email, document templates, task and event workflows, and QuickBook sync.
The Essential plan is $69 a month and includes everything in the Solo package plus custom fields, invoice read alerts, multiple bank accounts, email and calendar sync, and custom security alerts. The Business package comes with SMS alerts and intake forms, flat fee reporting, free data migration, attorney revenue report, Zapier integration, API, unlimited training, and VIP support. It costs $89/month and you get a $10 monthly discount if you opt to be billed annually.
Actionstep is cloud-based legal practice management software that offers an integrated approach for growing small and mid-sized practices with up to 50 users. It offers customizable workflow processes, organized document management, time recording, and full accounting.
Actionstep offers a rich set of features including workflow automation for transforming the law practice into an efficient business. You can customize each matter type with unique workflows, custom fields, folder structure, and document templates. This online legal practice management software also allows you to automate the steps to assign and check off tasks, delegate work to your staff, and collect information.
With Actionstep you can stay on top of your paperwork. You can generate document templates that can be easily populated with client and matter data. Once created, documents are automatically saved into the specific matter folder and can be also dragged and dropped into any folder you want from your desktop. The software uses live data to allow you to instantly create wills, contracts, or letters.
Actionstep takes care of billing and accounting providing a full back and front office functionality. The accounting system includes multi-currency and multi-divisional features, as well as financial reporting. As one of the top legal practice management software including accounting, the platform also covers trust accounting, helping you manage your clients’ funds while staying compliant.
A special portal enables your clients to get insight on matter updates, documents, and chat with you in real-time. The communication and document exchange is fully encrypted and you can customize user permissions so you can control whether the clients can only read, upload, create, or delete documents.
This law office management software offers three different pricing options. The Express plan is perfect for small practice firms or solo lawyers. It costs $59/user/month and comes packed with some basic features such as time recording and expense tracking, mass billing, trust accounting, workflow automation, and CRM, needed to get the business up and running.
Actionstep Pro offers a broader feature set and more customization and automation options at $99/user/month. The Enterprise package covers the entire feature set including general ledger accounting. The pricing is customizable and you’ll have to reach out to the vendor for a quote. If paid annually, the prices are reduced by $10/user/month.
TimeSolv is a cloud-based law practice management software that integrates useful features like time tracking, task assigning, billing, document management, and more. It’s the best choice for small practices that look for a sophisticated platform at an affordable price.
TimeSolv provides word-class time tracking — you can monitor every minute from any device, anytime. You can set multiple timers to track more than one task simultaneously, set limits on billable hours, and organize the hours by day, week, or month. TimeSolv also automates invoicing, providing access to flexible templates where you can set automatic tax calculations, custom narratives, or custom discounts. The software supports split billing and batch invoicing, as well as invoice scheduling and setting fixed fees.
TimeSolv is one of the best law practice management software solutions in terms of budgeting. It lets you create estimates and establish profitable fees to ensure maximum profitability. The document management feature lets you seamlessly save documents at matter or project level, create custom documents and establish unlimited hierarchy. Custom tags help you find similar files across all matters or projects or add document descriptions.
TimeSolv’s expense tracking offers an organized approach. You can enter expenses using the TimeSync app. This legal practice management software further offers 31 different reports covering account receivable, billable hours, expense and performance. It can even be integrated with QuickBox, Dropbox, LawPay, and other third-party systems, adding versatility and mobility to your daily operations.
TimeSolv offers two packages. The Pro plan costs $19.95/user/month or $215.40/user/year. It includes unlimited document storage, unlimited projects and clients, flexible invoicing options, the ability to create multiple billing templates, and access to over 25 reports. The Legal pricing plan comes at $34.95/user/month or $377.52/user/year. It covers trust accounting, ABA task and activity codes, conflicts management, the option for recurring expenses, and more.
Rocket Matter is a top practice management software for law firms focused on boosting productivity and simplifying tasks such as billing and time management. It’s perfect for solo lawyers and small practices that want to deliver world-class service to their clientele. Intuitive and easy to use, the platform provides a productivity-focused dashboard that will help you get things done. Though the integrations are somewhat limited, Rocket Matter can fit perfectly into the workflow of most firms.
Rocket Matter is easily among the best billing law office software. It allows the creation of multiple timers to track time across different matters. Additionally, you can calculate taxes, apply discounts, and set up interest fee rules to the matters quickly and easily. The software lets you customize the invoices to include your company’s branding and supports online invoicing, as well as batch billing.
In terms of legal case management, Rocket Matter lets you create fully customizable templates with predefined elements to save you time and effort. Keeping track of matters is easy because you can break them down into phases and track how many matters are in each phase, which of them are overdue and which are on schedule, easily transition between case phases, and trigger new tasks as you complete others.
Rocket Matter is also among the best legal practice management software for document management. You can digitize documents by scanning them from a Fujitsu ScanSnap iX500 or iX100 scanner and then organize them using folders, sub-folders, or tags. The platform offers unlimited document storage and an option to easily share them with clients through a secure online portal.
Court Rules calendaring meanwhile helps you stay on top of your tasks. You can create, update, track, and delegate tasks, and even set automatic predetermined tasks for each new matter. Additionally, Rocket Matter supports seamless collaboration, allowing you to communicate with your colleagues via in-app messaging. Thanks to the variety of reports offered by this law office practice management software, you can understand your firm better and make more informed decisions.
Rocket Matter has two pricing options. The Essentials package costs $25/user/month if billed annually, and covers the basics of matter management and time and billing, trust accounting, online payments, document storage, contacts and calendaring.
The Pro package ups the Essentials plan with advanced customization, sophisticated reporting, client portal, matter templates, integrations, as well as advanced billing options. Ideal for practices whose goal is to boost revenues and efficiency, this plan comes in at $59/user/month, if billed annually.
Lawcus is a top legal practice management software for small law firms and large organizations designed to automate the process and enable more transparent and efficient services. Focused on productivity increase, the platform enables you to move cases from intake to closing. To make your operations even more efficient, you can integrate Lawcus with your favorite apps like DropBox, LawPay, QuickBooks, Outlook, and Zapier.
As one of the best legal practice management software platforms on the market, Lawcus features a Kanban board that significantly boosts productivity and team collaboration. You can stay organized regardless of the number of cases you’re handling, while the automation features enable you to reduce the manual tasks and deliver more with less effort. The platform supports simple collaboration between teammates, task delegation, and communication through a matter-centric chat.
Lawcus has built-in CRM that helps you capture the most important data from your clients, add custom fields so you can ask for specific data needed for your cases, track sources, tag and categorize contacts, and more. With its built-in features, Lawcus helps you manage the clients’ money and get paid on time. Beyond billing and trust accounting, this law practice management software saves you time by allowing you to save your everyday activities and add them to time, expense, or flat fee entry. You can even generate multiple invoices for unbilled items in just a few clicks.
Lawcus’s reporting functionalities help you analyze your performance and learn how you can improve. Some of the reports available are invoice history, matter balance summary, trust account ledger, and general client ledger.
Lawcus is a fairly affordable legal practice management software with three pricing options to suit a variety of budgets. The Standard package costs $39/user/month (or $408 /user/year) and includes all basic features such as contact and task management, workflow automation, trust accounting, interaction logs, and internationalization.
At $49/user/month (or 528/user/year) you get the Plus package that includes everything in the Standard package plus email and calendar integration, API access, premium support, intake forms, and custom fields. The Enterprise plan also offers more than 50 timekeepers and its price is customizable according to your needs.
SimpleLaw is one of the best law practice management software platforms that provides all essential tools for managing cases and growing practices. Clients and attorneys can collaborate through secure portals. Lawyers meanwhile have access to tools for expense tracking, invoicing, payment processing, and more.
Efficient and accessible, SimpleLaw offers a secure portal where clients can connect with attorneys. Lawyers meanwhile can use the portal to engage with potential clients or share case information. The portal is proven to reduce the time attorneys spend on updating clients by 25%. Clients meanwhile can use the portal to search for lawyers, engage with them, and ask questions.
A proud partner of NALA, SimpleLaw is one of the few legal practice management software solutions that allow lawyers access to on-demand paralegal support at any time. You can select the type of expertise you need and get a qualified team to help you with your case, document or anything else.
You can stay on top of your to-do list and keep track of the task of your firm. You can set tasks by matters or add a start date, completion date, notes, or a description. The document management feature allows seamless management — you can mark a document as ‘private,’ store documents by case, client names, area of practice, or any other category, and easily export them to cloud storage or USB.
As one of the best law practice management software on the market, SimpleLaw offers professional time tracking features. The timer starts as soon as you open a matter and works intuitively, picking up where you left off. You can also choose whether the time is billable or not and customize the features.
The software works great with all types of billing models including contingency, fixes and hourly rates, and it also integrates with one the best billing software - QuickBooks. Additionally, it allows you to create custom invoice formats, get notified when a client pays an invoice, and check all pending invoices and payments through the built-in system.
This law firm practice management software offers simple pricing. Each practice with an active subscription gets one free account for a paralegal and one LawPay account. Additional features like CalendarRules and DocuSign are also available through SimpleLaw’s technology partners. To start your subscription you need to create a free profile. The first 30 days are also free and after that, your subscription kicks in. You can opt to pay month-by-month which at $49 per user, or annually which will cost you $39/user/month. A custom package is also available and you’ll have to contact the vendor for a quote.
MyCase is reliable, secure, and affordable law practice management software used by thousands of lawyers in different practice areas. It’s beginner-friendly and provides functionalities like case management, time tracking, accounting, and case management.
MyCase simplifies the complicated billing process offering end-to-end services. You can accurately track billable time using three different timers. You can also monitor non-billable entries to stay on top of the performance of the flat fee and pro-bono cases.
This legal practice management software also offers secure, centralized document storage where you can store and organize your documents. It provides unlimited data storage, tagging, and commenting options, customizable folders, and document templates with case information applied. MyCase is an excellent platform for workflow automation too. You can automate tasks, events, or deadlines, create a workflow for case milestones, or calendar your case. Everything can be tailored to suit your specific practice needs or unique case types.
MyCase’s law practice management software packs a variety of lead management software features. You can use the Lead Status Board to track leads and make sure you don’t miss opportunities. Staff to-do lists can be assigned per lead and you can customize each phase as the leads progress through the pipeline. Every touchpoint is recorded for future reference. You can keep the client in the loop through the client portal which is secure and will store all communication. Beyond messaging and emailing, you can share case files and invoices for even better collaboration and communication.
What sets MyCase from the other legal software solutions is its simple pricing policy. Instead of multiple options, there’s only one pricing plan that includes all features offered by MyCase at an affordable price of $49/user/month or $39/user/month if billed on an annual basis.
Our law practice management software reviews continue with Zola Suite, which comes with built-in CRM, email, and trust accounting, as well as sophisticated document and task management capabilities. Designed to extensively cover all practices’ processes, Zola Suite supports integration with LawPay, NetDocuments, QuickBooks, DropBox, and more. The platform is cloud-based and easily accessible via a web browser or iOS and Android apps.
This top legal practice management software including accounting offers great matter management. It keeps all important information in a centralized, easily-accessible dashboard. The activity log meanwhile lets you track what was done and when, and you can limit the access of your team to certain sections or on a per-matter basis. Through the secure CaseWay portal, you can seamlessly collaborate with your clients and external contacts. You can also create custom fields for the intake forms which can then be used for document automation.
One of the best features in this law practice management software is its integrated email management that lets you keep track of case-related messages through your existing email account. The Smart Suggest system helps you find contacts quickly. You can easily convert an email into a task, automatically fill emails for each case, and automatically bill for time as you send messages.
With Zola Suite, you won’t miss a deadline. You can automatically create time entries, provide reminders, set events and recurring events, keep track of your team’s calendar, or enjoy the perks of rules-based calendaring. The built-in CRM is another amazing feature that truly sets Zola Suite apart in the cluttered law office management software market. It lets you streamline, manage and cultivate leads, track referrals, and automate intake. Additionally, every lead can be converted into a matter with the respective data, eliminating double data entry.
Zola Suite offers powerful time and billing features, as well as business and trust accounting. There are several different ways to create time entries and generate customizable invoices. The software supports UTBMS codes and LEDES invoicing. On top of it, you can make use of the advanced reports that provide real-time visibility.
This legal practice management software offers three types of pricing all of which include advanced calendar and task management, intelligent email management functionalities, secure portal for document exchange and payments. The Core plan costs $59/user/month if billed annually and contains the essential management tools, calendaring, contact management, billing, and accounting, as well as reporting.
The monthly price for the Enterprise plan is $89 per user. It comes packed with first-class matter management tools, advanced reporting, and excellent business generation features. Enterprise Plus is the perfect choice if you want to give an extra boost to your bottom line and take advantage of unparalleled practice management tools and robust business intelligence. The price of this plan is $99/user/month. If you opt to be billed on a yearly basis, you’ll get a $10 discount on the monthly price.
Designed for small and medium-sized practices, CosmoLex is an all-in-one law office management software solution with a built-in billing feature. Apart from it, the platform comes with most of the features you’d expect from this type of software — client tracking, calendaring, document management, timekeeping, and matter management.
CosmoLex offers excellent calendar and task management functionalities. It automatically connects each entry to the appropriate matter so you keep everything in one place. You can also create custom workflows so you can track who does what and when.
The Money Finder feature ensures you stay up to date with your billable items. CosmoLex also supports one-click billing, invoice template customization, and batch invoices. You can even attach a personalized message to email invoices. This law office practice management software also handles payment management, lets you see past-due reminders and low retainer reminders, as well as evergreen retainers.
The LawPay integration allows you to accept credit cards with no additional monthly fee. A bank accounts feed is included with every CosmoLex subscription, providing insight into your transactions. CosmoLex is one of the few legal platforms that offer built-in accounting. This software does trust bookkeeping in real-time, managing individual client ledgers, doing invoice payments using trust funds, generation recordkeeping and three-wat reports.
The built-in storage options make this legal case management software a great tool for managing case information, documents, and files. Plus, you can take advantage of CosmoLex’s integration with some leading cloud storage providers such as Google Drive, NetDocuments, and Dropbox. Documents can be located and retrieved instantly and the software offers top protection with matter-level permissions and privilege settings.
CosmoLex is another law firm practice management software that boasts simple pricing. The solution costs $79/user/month when billed annually, or $89/user/month on a per-month basis. Firms with more than 10 users qualify for tiered pricing. The vendor further offers a free trial with no credit card required.
Law Ruler is an AI-powered practice software that simplifies the negotiations process for legal practices. Small and big organizations can leverage this solution to manage their practices from client intake to profitable settlement. The platform also supports billing and provides robust features for online intake forms, contact management, and document automation.
Law Ruler is a top-notch legal case management software that offers easy-to-use form builders for online intake forms, automates the data population, and sends email reminders for incomplete forms. Document automation offers e-signature functionality, automated reminders, and easy document assembly.
Law Ruler has a strong CRM that lets you tag contacts, and track marketing sources. This law office software also supports a two-way calendar and email integration. When it comes to case management, Law Ruler offers a robust set of features for automation with a personal touch, marketing, and tracking, as well as enterprise-rate security. Thanks to the workflow management templates you’ll be able to streamline your processes, improve the collaboration, and gain business continuity. The status tracking option will ensure you keep up with what case is complete, pending, or past due.
One of the main features of each professional legal software is invoicing. Law Ruler lives up to the expectations in this area, offering a customizable billing platform, billing permission and financial controls, and real-time invoice tracking and reminders. What makes Law Ruler one of the best law practice management software is the contingency billing features that simplify settlement management. Law Ruler also offers a special service — fast and secure medical record retrieval for mass tort and injury cases with the best turnaround time in the business.
This software provides customizable reports including intake and marketing insights and practice management analytics, new sign-ups, and case metrics through data-driven intelligence.
Law Ruler’s pricing is pretty straightforward. There are two pricing options available: Boutique and Elite. The Boutique package is great for small practices with its basic functionalities such as workflow automation, CRM, billing, practice management, calendar and email sync, email marketing, and turnkey setup available upon request. The Elite plan ups Boutique with custom reports and click-to-call dialer. The prices for both plans are available upon request.
We have offered you 10 top software solutions to choose from. Still, it can be quite a challenge to select the best fit for your practice. Whether you’re buying this type of platform for the first type or you’re considering a switch from another more inferior product, follow the outlined steps to make the process easy.
The very first step is to weed out those software solutions that don’t fit your business size. Usually, the products that cater to sole practitioners or small practices have different features than software designed to support larger organizations. Additionally, you should make a selection based on the deployment method you prefer. On-premise or cloud-based law practice management software? Choose wisely and shortlist accordingly.
The next step is to establish the long-term goals of your firm. For example, are you planning to expand your team in the near future? Will your staff addition be based locally or remotely? Knowing where your practice is headed will give you a clearer picture of your needs. Your next step is identifying your firm’s more specific needs. Divide your requirements into ‘must-have’ and ‘nice-to-have’ features. This will help you narrow down the choices to ideally three or four platforms.
The last but very important step is to define a budget frame. Think about how much money you are ready to put in law practice management software. Compare the amount against the options you’re left with after Step 2. The platform that fits best into your budget frame is the best fit for you. If you are still contemplating two or three options, you should sign up for a trial, weigh the pros and cons of each potential solution, and choose the one that proves to work best for your practice.