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20 Best Law Firm Software Shortlist

Here's my pick of the 20 best software from the 24 tools reviewed.

Law firm software streamlines time tracking, billing, document management, and case workflows, which frees up your team to focus on high-value legal strategy and client service. Juggling calendars, compliance, and caseloads can be challenging, but the proper support can reduce administrative overhead and improve accuracy.

In this article, I compare and review the best tools to support your buying decision.

Best Law Firm Software Summary

This comparison chart summarizes pricing details for my top law firm software selections to help you find the best one for your budget and business needs.

Best Law Firm Software Reviews

Below are my detailed summaries of the best law firm software that made it onto my shortlist. My reviews offer a detailed look at the key features, pros & cons, integrations, and ideal use cases of each tool to help you find the best one for you.

Best for document compliance with local courts

  • From $1895/brief
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Rating: 5/5

TypeLaw is a legal tech platform designed to simplify the creation and formatting of legal briefs for attorneys, paralegals, and law firms of all sizes. By using AI, TypeLaw helps you quickly draft legal documents that are fully compliant, organized, and easy to navigate.

Why I Picked TypeLaw: Its court compliance automation feature ensures your legal filings adhere to the specific formatting rules of different local and federal US jurisdictions, which can save you from potentially costly mistakes. The software also takes care of automatic hyperlinking for citations, so navigating and referencing legal precedents becomes easier for your team.

Additionally, Typelaw has automated table building for both contents and authorities, which is especially helpful when working on long or complex legal documents like estate planning or litigation briefs. 

Standout Features and Integrations: 

Features include its text editor automatically updates pagination, tables, and bookmarks when you make changes, so last-minute edits don’t create extra work. It also produces OCR-searchable PDFs for your exhibits and appendices, making it simple to search through supporting documents. Another useful feature is the quality assurance check by a human expert.

Integrations are not listed on TypeLaw's website.

Pros and cons

Pros:

  • Automates court-compliant formatting
  • Handles exhibits and appendices
  • Keeps pagination and tables accurate with ongoing edits

Cons:

  • Not all local courts may be covered
  • Formatting customization options may be limited

Best for remote document notarization

  • Free demo available
  • From $49/month

OneNotary is a remote online notarization platform that lets you and your clients complete notarizations entirely online. It’s designed for both individuals and businesses, including law firms, to handle notarizations without in-person meetings. 

Why I Picked OneNotary: OneNotary offers a secure, fully remote notarization process that fits well into legal workflows. It uses a multi-step identity verification process, including knowledge-based authentication and credential analysis, to ensure the signer's identity is confirmed before the session begins.

This helps law firms meet compliance standards and reduce the risk of fraud. Once the session starts, the notary and signer connect via secure video, and the notarized document is available immediately after the session ends.

Standout Features and Integrations: 

Features include 24/7 access to professional notaries, allowing your team to schedule notarizations at any time. The platform offers a "connect your own notary" option, enabling your in-house notaries to conduct remote sessions through OneNotary.

Integrations include a REST API, allowing you to integrate its services directly into your existing systems. You can also integrate the platform with Clio.

Pros and cons

Pros:

  • Notarized documents are accessible immediately
  • Capable of notarizing various legal documents
  • Utilizes multi-step verification

Cons:

  • Extra charges apply for additional signers, seals, or witnesses
  • Not ideal for documents that can't be notarized remotely

Best for cloud-based legal practice management with AI-powered assistance

  • 7-day free trial
  • From $49/user/month (billed annually)
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Rating: 4.6/5

Clio is a cloud-based legal practice management tool that offers AI-powered assistance to streamline law firm operations. It allows legal professionals to manage cases, clients, documents, and billing from a single platform.

Why I Picked Clio: I chose Clio for the list because it is a well-known and reputable legal practice management tool that offers an AI-powered assistant to automate repetitive tasks and enhance productivity. Clio's strong brand recognition, extensive feature set, and focus on automation make it stand out in the market.

I think Clio is best for cloud-based legal practice management with AI-powered assistance because of its ability to help legal professionals streamline their workflows, increase efficiency, and improve client service.

Standout features and integrations:

Features include an AI-powered assistant, dubbed "Clio Assistant," is a standout feature that can help automate routine tasks such as document generation and time tracking. It also offers robust time and expense tracking, custom workflows, and document management.

Integrations include other legal and productivity tools, including QuickBooks, LawPay, and Microsoft Office. It also has an open API, allowing users to build custom integrations.

Pros and cons

Pros:

  • User-friendly interface with mobile app for on-the-go access
  • Integrations with popular apps such as G Suite, QuickBooks, and Zapier
  • Robust features for case management, including time tracking, billing, and document management

Cons:

  • Limited customization options for invoices and document templates
  • Some users report occasional glitches and slow loading times
  • Expensive compared to some other options on the market

Best for personal injury law firms with built-in settlement tools

  • 14-day free trial + free demo available
  • Pricing upon request.
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Rating: 4.7/5

Filevine is a legal case management software designed for personal injury law firms with built-in settlement tools to help streamline their workflow.

Why I Picked Filevine: I chose Filevine for this list because of its unique features and focus on personal injury law firms. The settlement tools are especially helpful in this area of law, making it stand out from other case management software. This focus and attention to detail make it the best option for personal injury law firms.

Standout features and integrations:

Features include a built-in settlement tool that allows users to calculate settlement amounts, manage offers and negotiations, and track payments. It also has a robust task management system, document automation, and advanced reporting features.

Integrations include many popular legal tools, including QuickBooks, DocuSign, and LawPay.

Pros and cons

Pros:

  • Strong document management capabilities, including e-signatures and OCR text recognition
  • Robust workflow automation and project management features
  • Intuitive and customizable interface

Cons:

  • Some users have reported slow loading times and occasional glitches
  • Steep learning curve for some features
  • Limited integrations compared to some competitors

Best for online payment processing for law firms

  • 10-day free trial + free demo available
  • From $39/user/month (billed annually)
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Rating: 4.4/5

MyCase is a cloud-based practice management solution designed to help law firms manage their cases, clients, documents, and billing. It offers a range of features, including online payment processing, making it an ideal tool for law firms looking to streamline their payment processes.

Why I Picked MyCase: I chose MyCase for this list because of its robust payment processing capabilities, which allow law firms to easily and securely accept online payments from clients. Its integration with LawPay, a payment processing platform designed specifically for law firms, sets it apart from other practice management solutions.

Standout Features and Integrations:

Features include online payment processing capabilities are its standout feature, allowing law firms to easily and securely accept payments from clients. It also offers a range of other useful features, including document management, time tracking, and calendar management.

Integrations include LawPay, QuickBooks, Dropbox, and Microsoft Office, among others.

Pros and cons

Pros:

  • User-friendly interface with intuitive navigation and customizable dashboard
  • Mobile app available for iOS and Android devices, allowing users to manage cases and communicate with clients on-the-go
  • Robust matter management system with features such as document management, time tracking, and invoicing

Cons:

  • Pricing may be a concern for smaller firms or solo practitioners, as MyCase is priced per user and can become expensive with larger teams
  • Some users have reported issues with slow loading times and glitches in the system
  • Limited integrations with third-party software, potentially requiring manual data entry and duplicative efforts

Best for mobile time and expense tracking on-the-go

  • 10-day free trial + free demo available
  • From $49/user/month (billed annually)
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Rating: 4.3/5

Rocket Matter is a cloud-based legal practice management software designed to help law firms streamline their operations. It offers a wide range of features that help lawyers manage their workflow, collaborate with team members, and track billable hours, among other things.

Why I Picked Rocket Matter: I picked Rocket Matter for the list because of its focus on mobile time and expense tracking. This tool makes it easy for lawyers to manage their practice on-the-go, which is a key consideration for many busy attorneys who are constantly on the move. Its intuitive user interface, robust feature set, and mobile app make it a great choice for law firms of all sizes.

Standout Features and Integrations:

Features include time and expense tracking, billing and invoicing, matter management, and document management.

Integrations include QuickBooks, LawPay, and Dropbox.

Pros and cons

Pros:

  • Integrations with popular tools like QuickBooks, LawPay, and Dropbox
  • Robust feature set, including billing and invoicing, matter management, and document management
  • Easy-to-use mobile app for on-the-go time tracking and expense management

Cons:

  • Limited customization options for invoices and other templates
  • Some users have reported issues with customer support
  • Higher pricing compared to some other tools on the market

Best for billing and accounting for small to mid-sized firms

  • Free demo available
  • From $30/user/month (billed annually)
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Rating: 4.3/5

Tabs3 is a billing and accounting software designed for small to mid-sized law firms. It offers features specifically tailored to the legal industry, such as time tracking and trust accounting.

Why I Picked Tabs3: I chose Tabs3 for this list because it is a popular choice for small to mid-sized firms due to its focus on billing and accounting. It stands out for its user-friendly interface and features that make it easy for firms to manage their finances.

Tabs3 is best for small to mid-sized law firms that need a billing and accounting software that is easy to use and tailored to the legal industry.

Standout features and integrations:

Features include time tracking, billing, trust accounting, and general ledger accounting.

Integrations include popular legal software such as PracticeMaster, which allows for seamless data sharing.

Pros and cons

Pros:

  • Flexible pricing options to suit the needs of small to mid-sized law firms.
  • Tailored specifically for the legal industry, with features such as trust accounting and time tracking.
  • User-friendly interface and easy to use for accounting and billing tasks.

Cons:

  • Add-ons such as e-billing and credit card processing can add up and become costly.
  • Not ideal for larger law firms with more complex financial needs.
  • Limited features compared to other legal practice management software.

Best for fully integrated practice management and accounting

  • 14-day free trial
  • From $89/user/month (billed annually)
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Rating: 4/5

CosmoLex is a cloud-based practice management and accounting software designed specifically for law firms. It offers a fully integrated solution for managing day-to-day law firm operations, including timekeeping, billing, accounting, trust accounting, and document management.

Why I Picked CosmoLex: I chose CosmoLex for its comprehensive practice management and accounting features, all available in one platform. It stands out from other tools because of its all-in-one design, which helps reduce data entry and duplication errors. I believe CosmoLex is best for law firms looking for a one-stop solution for managing their operations.

Standout Features and Integrations:

Features include time and expense tracking, billing, trust accounting, document management, and financial management. Its standout feature is its fully integrated accounting system, which allows law firms to manage their finances without the need for a separate accounting tool.

Integrations include popular third-party tools, including QuickBooks, LawPay, Dropbox, and Box.

Pros and cons

Pros:

  • User-friendly interface: CosmoLex has a simple and easy-to-use interface that is intuitive and customizable to suit your needs.
  • Built-in accounting: Unlike many other legal practice management software, CosmoLex includes an integrated accounting system that allows you to track your firm's finances and manage your books all in one place.
  • Comprehensive features: CosmoLex offers a wide range of features including time and expense tracking, billing and invoicing, matter management, document management, and trust accounting.

Cons:

  • No mobile app: Currently, CosmoLex does not offer a mobile app, which may be inconvenient for attorneys who need to access information while on the go.
  • Steep learning curve: Some users have reported that CosmoLex can take some time to get used to due to its extensive features and functions.
  • Limited integrations: While CosmoLex offers some integrations, it may not have the integrations you need for your firm.

Best for automated document redaction

  • Free trial available
  • From $19/month

Redactable is an AI-powered redaction software that automates the removal of sensitive information from documents, offering significant time savings over manual methods. It is tailored for industries such as legal, finance, healthcare, and government, ensuring the secure and permanent elimination of both visible and invisible data.

Why I Picked Redactable: It features an AI-powered redaction wizard that efficiently identifies and suggests sensitive information for redaction, ensuring that confidential client information is securely handled.

The software also includes collaborative tools, allowing multiple users to work on documents simultaneously, which enhances teamwork and productivity. Its advanced optical character recognition technology converts scanned documents into editable formats, further streamlining the document management process. 

Standout Features and Integrations: 

Features include ensuring the security of redacted documents by permanently removing sensitive content, rather than just obscuring it, and generates audit trails for compliance purposes. The cloud-based, user-friendly platform requires no downloads, making it accessible from any browser.

Integrations include Google Drive, Dropbox, OneDrive, and Box.

Pros and cons

Pros:

  • Complies with GDPR and other privacy regulations
  • Capable of redacting scanned documents
  • Ensures irreversible redactions for enhanced security

Cons:

  • Limited number of redactions per plan
  • Not ideal for those looking for broader document management capabilities

Best for accessing legal templates

  • Pricing upon request

LegalDocs is a versatile platform that offers a wide range of legal document templates to help you create professional, state-compliant forms in minutes. Whether you're dealing with business, personal, or real estate matters, LegalDocs provides the resources you need to handle legal paperwork with confidence.

Why I Picked LegalDocs: I chose LegalDocs as a top pick for law firm software because it provides access to hundreds of legal documents that are crafted by experienced legal professionals. This ensures that each template is reliable and compliant with state laws, giving you peace of mind when creating important documents. The platform's ability to let you complete documents anywhere, anytime, adds unmatched convenience, allowing you to work on your legal forms at your own pace and on any device.

Another reason for selecting LegalDocs is its straightforward process that guides you step-by-step to complete your documents quickly. You can pick from a growing library of templates, follow simple prompts to fill them out, and download your completed document securely. This approach minimizes confusion and delays, making it an ideal tool for law firms that need to handle multiple legal documents efficiently.

Standout Features & Integrations

Features include the ability to start a document on one device and finish it on another, providing flexibility in how you manage your work. The platform also offers a variety of document categories, such as business, personal, and real estate, catering to diverse legal needs. LegalDocs provides insights and guides to keep you informed about common legal forms and their importance, helping you make informed decisions about the paperwork you need.

There are no integrations available according to the current information from the official LegalDocs website.

Pros and cons

Pros:

  • Provides a range of legal document templates.
  • LegalDocs offers document creation services that some users have found convenient.
  • The ability to download completed documents securely is appreciated.

Cons:

  • Some complaints about delays in document processing.
  • Features beyond document generation not included.

Best for government legal agencies

  • Pricing upon request

LegalEdge is a legal case management software designed specifically for government agencies like public defenders and prosecutors. It offers a cloud-based platform to help organize and manage legal cases more efficiently.

Why I Picked LegalEdge: I picked LegalEdge because it specializes in public sector legal work, making it ideal for those in government roles. Its ability to handle complex case management tasks makes it a go-to tool for legal professionals. LegalEdge supports various case types and offers modules tailored to the needs of public defenders, prosecutors, and municipal attorneys.

Another reason LegalEdge is a great pick is its focus on compliance and security, which are crucial for government agencies. The software is designed to meet the rigorous standards required by public sector entities, ensuring that sensitive data is handled securely.

Standout Features & Integrations

Features include managing cases from start to finish, giving you a full view of each case's status and history. LegalEdge also provides tools for managing legal documents, allowing you to store, retrieve, and organize them easily. Plus, the software offers client management capabilities, making it simple to keep track of records and interactions.

Integrations include Gmail, Google Calendar, Microsoft 365, Outlook, Laserfiche, Spillman Flex Records, Evidence.com/AXON, and API Access.

Pros and cons

Pros:

  • Strong customization to fit unique workflows.
  • Broad case‑type coverage (civil, criminal, government).
  • Options for both cloud and on‑premise deployment.

Cons:

  • Reporting interface can be confusing and overly complex.
  • Some users note a steep learning curve for full functionality.

Best for real-time decision-making

  • From $40/month

Curo365 is a legal practice management solution designed to meet the needs of law firms. Built on the Microsoft Dynamics 365 platform, it offers a unified way to manage both business and legal operations.

Why I Picked Curo365: I chose Curo365 because it effectively manages law firm operations. It integrates features like file management and privacy solutions, crucial for legal practices, ensuring your firm maintains the confidentiality and organization of sensitive client information. Additionally, Curo365 provides business intelligence reporting through PowerBI, allowing for informed, data-driven decisions.

Another reason for my choice is the software's focus on practice management. It helps in standardizing business operations, meaning your firm can operate smoothly using software your team is already familiar with. Moreover, Curo365 offers tools for receivables management, decreasing accounts receivable costs through efficient billing and invoicing processes, making managing your firm's finances straightforward.

Standout Features & Integrations

Features include decision-making tools that allow you to make real-time data-driven decisions, enhancing your ability to strategize and grow your practice. It also provides a solution for deploying resources effectively, enabling your team to enhance client relationships and improve firm growth. Furthermore, Curo365 supports standardization of operations, ensuring your business processes are consistent and reliable.

Integrations include Microsoft Outlook, Microsoft Teams, Microsoft 365, SharePoint, Power BI, Dynamics 365, LawPay, QuickBooks, Knackly, Power Automate, Office 365 Exchange, and Excel.

Pros and cons

Pros:

  • Leverages Microsoft Power Automate to streamline processes and reduce manual tasks.
  • Allows management of matters directly within familiar Microsoft applications.
  • Offers a wide range of practice management tools tailored for law firms.

Cons:

  • Some users may find customization options insufficient for specific needs.
  • Heavy reliance on Microsoft products may not suit all firms.

Best for compliance with legal standards

  • From $19/month

LawPay is a legal payment management software specifically designed for law firms. It offers a variety of features to help you handle payment processing and billing with ease.

Why I Picked LawPay: One reason I picked LawPay as a standout law firm software is its compliance with ABA and IOLTA guidelines. This ensures that your financial transactions meet the necessary legal standards, giving you peace of mind. Additionally, LawPay offers invoicing, which means you can easily generate and send invoices to clients, keeping your billing process organized.

Another feature that makes LawPay a great choice is its time and expense tracking. This functionality allows you to keep a close eye on your billable hours and expenses, ensuring that nothing slips through the cracks. Financial reporting is also available, providing insights into your firm's financial health without the need for complex accounting.

Standout Features & Integrations

Features include legal fee financing, which can provide your clients with more flexible payment options, and secure card storage, ensuring that sensitive information is kept safe. The software also supports next-day payments, so you can receive funds quickly and improve cash flow. These features work together to enhance your firm's financial operations and client satisfaction.

Integrations include Aderant, Clio, QuickBooks, PracticePanther, MyCase, CosmoLex, Tabs3, Smokeball, Zola Suite, Thomson Reuters Firm Central, Sage Timeslips, and TrustBooks.

Pros and cons

Pros:

  • Integrates well with various legal management software.
  • Mobile-friendly, allowing payments on-the-go.
  • Compliance with ABA and IOLTA guidelines ensures secure transactions.

Cons:

  • Higher transaction fees compared to some competitors.
  • Basic plan lacks some advanced features.

Best for matter management

  • Free demo available
  • From $39/user/month

PCLaw is a legal software solution designed specifically for law firms to handle practice management, billing, and trust accounting. It's been a trusted partner for legal professionals for over 30 years, offering tools that cater to the unique needs of the legal industry.

Why I Picked PCLaw: I picked PCLaw because it offers matter management and integrated billing, which are essential for law firms. Matter management centralizes all client information and tasks, making it easier for you to keep track of cases and deadlines. Integrated billing allows you to manage client payments and vendor payments from a single platform, helping you maintain financial clarity.

Another reason PCLaw stands out is its Canadian compliant trust accounting. This feature ensures that your firm complies with legal standards for managing client trust funds. The automation of precedents and forms also saves you time by reducing the need for repetitive manual tasks, allowing you to focus more on your clients.

Standout Features & Integrations

Features include time tracking, trust account management, and document automation. Time tracking helps you capture every billable minute, ensuring no lost revenue. Trust account management is crucial for maintaining compliance with legal standards, giving you peace of mind. Document automation simplifies the creation and management of legal documents, making your workflow smoother and more efficient.

Integrations include Microsoft Outlook, LawToolBox, LawTap Legal Booking & Scheduling, Uptime Practice Foundation, iTimekeep, Noble, QuickBooks, Xero, Adobe Sign, DocuSign, and Clio.

Pros and cons

Pros:

  • Streamlined financial management with automation.
  • Integrates with practice management software.
  • Easy time and expense tracking.

Cons:

  • Server-based, restricting remote access.
  • Less suitable for large firms.

Best for end-to-end legal management from intake to resolution

  • Pricing upon request

Litify is a comprehensive legal management platform that streamlines end-to-end processes from intake to resolution. Its intuitive features and integrations make it ideal for small to large law firms seeking to improve efficiency and productivity.

Why I Picked Litify: I chose Litify for its ability to integrate multiple functions into a single, user-friendly platform. Its intuitive case management, workflow automation, and robust reporting capabilities make it stand out among other legal management tools. I believe it is best for firms seeking a comprehensive solution to improve their legal operations.

Standout Features and Integrations:

Features include intuitive case management system that includes custom fields and workflows, a client portal for communication and document sharing, and a robust reporting engine for data analysis.

Integrations include Microsoft Office, DocuSign, and Adobe Sign.

Pros and cons

Pros:

  • Provides integrations with popular tools such as Microsoft Office, DocuSign, and Adobe Sign
  • Robust reporting engine for data analysis
  • Intuitive case management system with custom fields and workflows
  • Comprehensive legal management platform that streamlines end-to-end processes

Cons:

  • Pricing upon request, making it difficult to determine the full cost without contacting the sales team
  • Minimum of 10 users required
  • Relatively high starting price of $150/user/month

Best for extensive legal research

Practical Law by Thomson Reuters is a comprehensive legal resource designed for law firms, businesses, and government entities. It provides essential tools for legal research, drafting, and document management, making it an invaluable asset for legal professionals.

Why I Picked Practical Law: I chose Practical Law by Thomson Reuters for its robust legal research capabilities that cater to diverse practice areas. With a vast library of over 118,000 resources, it ensures you have access to the most relevant and up-to-date legal information. This extensive collection is maintained by over 650 experienced attorney-editors, ensuring the quality and reliability of the content.

Another reason I picked Practical Law is its advanced AI-driven capabilities. Tools like the Search & Summarize feature provide synthesized summaries of legal information, helping you save time and focus on more critical tasks. Additionally, the Dynamic Tool Set offers deeper insights into complex legal matters, enhancing your decision-making process.

Standout Features & Integrations

Features include AI-Assisted Research, which simplifies complex legal tasks and enhances the speed of legal research. The AI Jurisdictional Surveys tool helps you navigate multi-jurisdictional issues with ease, providing a comparative analysis of laws across different regions. Practical Law also offers tailored plans for law firms, general counsel, and government entities, allowing you to choose the best fit for your specific needs.

Integrations include Spellbook, CoCounsel Legal, Westlaw, and HighQ.

Pros and cons

Pros:

  • Provides quick access to legal issues and state law compliant sample agreements.
  • Enhances information organization and research capabilities with tools like Dynamic Search and Knowledge Map.
  • Availability of law templates and resources simplifies work in specific legal areas.

Cons:

  • Non-subscribers have limited access to information, which some find disappointing.
  • Some users report slow navigation in certain sections, which can be frustrating.

Best for automating legal holds

  • Pricing upon request
Visit Website
Rating: 4.2/5

Mitratech LegalHold is a software solution that automates the legal hold process, offering a standardized approach to managing legal risks. By reducing administrative burdens and minimizing errors, it helps legal teams maintain compliance and safeguard against potential legal challenges.

Why I Picked Mitratech LegalHold: I picked Mitratech LegalHold as a top choice for law firm software because it offers a standardized approach to legal hold management, reducing the likelihood of errors. The ability to generate instant, auditable reports ensures that your team can meet judicial requirements without hassle. This software also provides real-time tracking, which is crucial for staying on top of legal holds and minimizing risks.

Another reason for choosing Mitratech LegalHold is its capability to manage up to 2.5 million pages, which is impressive for handling large volumes of data. This feature is particularly beneficial for law firms dealing with extensive documentation.

Standout Features & Integrations

Features include real-time tracking for ongoing monitoring of legal holds, which keeps you informed at every stage. The software eliminates manual errors by automating processes, allowing your team to focus on more strategic tasks. Additionally, it provides detailed compliance reports, which are essential for minimizing legal risks and ensuring all actions are documented.

Integrations include Active Directory, HR systems, matter management platforms, TeamConnect, eCounsel, Microsoft 365 Purview, Outlook, Microsoft Teams, Cloud storage systems, Email Integration, Collaboration Tools, and File Storage.

Pros and cons

Pros:

  • Strong automation of legal‑hold workflows saves time.
  • Excellent audit trail and reporting for defensibility.
  • Integrates with HR/Active Directory systems for custodian data.

Cons:

  • Could be overly complex for smaller firms with simpler needs.
  • Does not include native eDiscovery collection/analysis in some cases.

Best for customizable legal workflows

  • Free demo available
  • Pricing upon request

Mitratech CaseCloud is a legal case management platform built on Salesforce to help law firms manage cases, documents, and workflows more effectively. It’s a highly configurable tool that adapts to different practice areas and legal processes. 

Why I Picked Mitratech: I picked Mitratech CaseCloud because of its automation and customizable workflows that help legal teams manage tasks more consistently. You can build rule-based approvals, create document templates, and automate alerts to match your firm’s processes.

The platform also centralizes case data and documents, making it easier to track activity and ensure compliance. With granular security settings and audit trails, you can protect sensitive information while maintaining full visibility.

Standout features and integrations: 

Features include advanced reporting tools that let you create and schedule reports based on your legal data. You can build dashboards to track case performance, timelines, or workload distribution. There’s also support for configurable intake forms, so you can tailor how your team collects initial case data. 

Integrations include other Mitratech products, like TAP for workflow automation and HotDocs for document automation.

Pros and cons

Pros:

  • Strong document and data security options
  • Easy to manage and track legal tasks
  • Highly configurable to specific legal workflows

Cons:

  • Not ideal for those who don't work with the Salesforce platform
  • Initial setup requires time and tech resources

Other Law Firm Software

ere are some additional law firm software options that didn’t make it onto my shortlist, but are still worth checking out:

  1. Mitratech AdvanceLaw

    For managing outside counsel panels

  2. Legal Clerk AI

    For 24/7 client interaction

  3. Anycase.ai

    For Philippine legal research

Law Firm Software Selection Criteria

When selecting the best law firm software to include in this list, I considered common buyer needs and pain points like managing client communications and ensuring data security. I also used the following framework to keep my evaluation structured and fair:

Core Functionality (25% of total score)
To be considered for inclusion in this list, each solution had to fulfill these common use cases:

  • Manage client communications
  • Track billable hours
  • Store and organize documents
  • Schedule and manage appointments
  • Handle billing and invoicing

Additional Standout Features (25% of total score)
To help further narrow down the competition, I also looked for unique features, such as:

  • Client portals for secure communication
  • Customizable workflows
  • Automated document generation
  • Integration with legal research databases
  • Mobile app accessibility

Usability (10% of total score)
To get a sense of the usability of each system, I considered the following:

  • Intuitive interface design
  • Easy navigation
  • Minimal learning curve
  • Responsive design for different devices
  • Availability of user guides

Onboarding (10% of total score)
To evaluate the onboarding experience for each platform, I considered the following:

  • Availability of training videos
  • Interactive product tours
  • Access to webinars and tutorials
  • Templates for quick setup
  • Responsive onboarding support

Customer Support (10% of total score)
To assess each software provider’s customer support services, I considered the following:

  • Availability of live chat support
  • 24/7 customer service
  • Access to a knowledge base
  • Response time for inquiries
  • Quality of support resources

Value For Money (10% of total score)
To evaluate the value for money of each platform, I considered the following:

  • Pricing compared to features offered
  • Flexibility in pricing plans
  • Discounts for annual subscriptions
  • Transparency in pricing structure
  • Free trial availability

Customer Reviews (10% of total score)
To get a sense of overall customer satisfaction, I considered the following when reading customer reviews:

  • User satisfaction ratings
  • Feedback on customer service
  • Comments on feature usability
  • Reports on system reliability
  • Recommendations to others

How to Choose Law Firm Software

It’s easy to get bogged down in long feature lists and complex pricing structures. To help you stay focused as you work through your unique software selection process, here’s a checklist of factors to keep in mind:

FactorWhat to Consider
ScalabilityWill the software grow with your firm? Consider if it can handle more users, cases, and data as your practice expands.
IntegrationsDoes it work with the tools you already use? Look for integrations with your email, calendars, and billing systems to avoid disrupting workflows.
CustomizabilityCan you tailor it to your specific needs? Check if you can customize workflows, fields, and reports to fit your firm's processes.
Ease of useIs it intuitive for your team? A user-friendly interface reduces the learning curve and training time.
Implementation and onboardingHow quickly can you get started? Evaluate the vendor's support during setup and the availability of training resources like videos and guides.
CostDoes it fit your budget? Compare pricing models and watch for hidden fees. Consider if the benefits outweigh the costs.
Security safeguardsHow secure is your data? Ensure the software complies with legal industry standards and offers encryption and regular security updates.
Support availabilityWhen do you need help, is support accessible? Check for 24/7 support options and response times to ensure you can get assistance when needed.

What is Law Firm Software?

Law firm software is a digital toolkit built to manage legal operations efficiently. It’s used by attorneys, paralegals, and firm administrators to streamline billing, case management, and document handling—reducing errors, saving time, and improving client service.

Features

When selecting law firm software, keep an eye out for the following key features:

  • Case management: Organizes and tracks all case-related information, ensuring you have easy access to the details you need.
  • Billing and invoicing: Automates billing processes, helping you generate invoices quickly and track payments efficiently.
  • Document management: Stores and organizes legal documents, making it easier to find and share important files.
  • Time tracking: Monitors billable hours accurately, ensuring you capture all time spent on client work.
  • Client communication: Offers secure portals for messaging clients, improving communication and collaboration.
  • Scheduling: Manages appointments and deadlines, keeping your team on track with important dates.
  • Integration capabilities: Connects with existing tools like email and calendars, minimizing disruptions to your workflow.
  • Customizable workflows: Allows you to tailor processes to fit your firm's unique needs and practices.
  • Security safeguards: Protects sensitive data with encryption and compliance with legal industry standards.
  • Training resources: Provides access to tutorials and guides, easing the onboarding process and minimizing disruptions.

Benefits

Implementing law firm software provides several benefits for your team and your business. Here are a few you can look forward to:

  • Increased efficiency: Automates routine tasks like billing and scheduling, freeing up time for more important work.
  • Improved organization: Centralizes case and document management, making it easier to access and manage information.
  • Enhanced communication: Facilitates secure client interactions through portals, improving client satisfaction and collaboration.
  • Accurate billing: Tracks billable hours precisely, ensuring you capture all revenue opportunities.
  • Data security: Protects sensitive information with encryption and compliance, reducing the risk of data breaches.
  • Customizable processes: Offers workflow customization, allowing you to tailor the software to your firm's specific needs.
  • Better decision-making: Provides insights through reporting tools, helping you make informed business decisions.

Costs & Pricing

Selecting law firm software requires an understanding of the various pricing models and plans available. Costs vary based on features, team size, add-ons, and more. The table below summarizes common plans, their average prices, and typical features included in law firm software solutions:

Plan Comparison Table for Law Firm Software

Plan TypeAverage PriceCommon Features
Free Plan$0Limited case management, basic document storage, and email support.
Personal Plan$20-$50/user/monthCase management, billing and invoicing, client communication, and document storage.
Business Plan$50-$100/user/monthAdvanced reporting, integration options, workflow customization, and secure portals.
Enterprise Plan$100+/user/monthComprehensive data security, dedicated support, custom integrations, and analytics.

Law Firm Software FAQs

Here are some answers to common questions about law firm software:

Is law firm software secure?

Yes, most law firm software includes security safeguards to protect your data. Look for features like encryption, two-factor authentication, and compliance with legal standards. It’s essential to ensure the software meets your jurisdiction’s requirements and that the vendor has a good track record in data protection.

Can law firm software integrate with other tools?

Yes, many law firm software solutions offer integrations with tools like email, CRM systems, and billing software. Check the available integrations to ensure they work with your existing systems. This connectivity can save time and reduce errors by allowing data to flow seamlessly across platforms.

How much downtime should I expect during setup?

Most firms experience minimal downtime, usually a day or two, for data migration and user training. Plan for limited access while importing client data and testing integrations. Rolling out the system in phases or during slower periods helps avoid workflow disruption.

How often should software updates or maintenance occur?

Cloud-based systems usually update automatically every few weeks without downtime. For on-premise systems, you’ll need scheduled maintenance windows. Frequent updates help with security, compliance, and usability, so plan for regular testing after each release.

How does client communication work within the software?

Most modern platforms include secure client portals, messaging tools, and document-sharing options. This keeps communications organized and avoids using unsecured email threads. You can also track when clients view or sign documents.

What’s Next:

If you're in the process of researching law firm software, connect with a SoftwareSelect advisor for free recommendations.

You fill out a form and have a quick chat where they get into the specifics of your needs. Then you'll get a shortlist of software to review. They'll even support you through the entire buying process, including price negotiations.

Ben Aston
By Ben Aston

Ben Aston is an online media entrepreneur and founder of Black & White Zebra, an indie media company on a mission to help people and organizations succeed.

Since 2011, he has been evaluating, reviewing, and helping to recommend software through hundreds of articles across the company's influential digital publications, seeking to make technical workplace topics fun and easier to understand.