10 Best Legal Calendaring Software Shortlist
Here's my pick of the 10 best software from the 19 tools reviewed.
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Legal calendaring software solves the problem of missed deadlines and scheduling chaos, freeing up your team to focus on building stronger client relationships. Managing court dates and compliance timelines can be challenging, but the proper support can boost accuracy and reduce stress.
In this article, I compare and review the best legal calendaring tools to support your buying decision.
Best Legal Calendaring Software Summary
Tool | Best For | Trial Info | Price | ||
---|---|---|---|---|---|
1 | Best for customization and user-specific workflows | Free trial + free demo available | From $29/user/month (billed annually) | Website | |
2 | Best for comprehensive legal practice management | 7-day free trial | From $39/user/month (billed annually) | Website | |
3 | Best for intuitive user interface and accessibility | 10-day free trial + free demo available | From $49/user/month (billed annually) | Website | |
4 | Best for large law firms seeking advanced features | Not available | Pricing upon request | Website | |
5 | Best for personal injury attorneys and paralegals with its specialized platform | Not available | From $85/user/month. | Website | |
6 | Best for its robust set of features and client portal | 7-day free trial | From $39/user/month (billed annually) | Website | |
7 | Best for integrated legal accounting and calendaring systems | Free trial available | From $79/user/month (billed annually) | Website | |
8 | Best for legal matters management within Microsoft Outlook | Not available | From $40/user/month (billed annually) | Website | |
9 | Best for integration with Firm Central case management system | Not available | From $30/user/month (billed annually) | Website | |
10 | Best for automated updates and notifications | Free demo available | From $60/month | Website |
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CARET Legal
This is an aggregated rating for this tool including ratings from Crozdesk users and ratings from other sites.4.8 -
Redactable
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Mitratech TAP Workflow Automation
This is an aggregated rating for this tool including ratings from Crozdesk users and ratings from other sites.4.2
Best Legal Calendaring Software Reviews
CARET Legal is a comprehensive legal practice management tool designed with an emphasis on customization and individual workflow management. Its robust feature set provides a tailored experience for legal professionals, catering to their unique needs and preferences.
Why I Picked CARET Legal: In my search for legal calendaring software, CARET Legal distinguished itself with its customizable options and user-centric approach. This tailoring to the user's workflows makes it the best choice for those seeking an experience that aligns with their specific work patterns and needs.
Standout features and integrations:
Key features include matter management, time and expense tracking, and a calendar with automated reminders. These make it easy to manage tasks and deadlines effectively.
Integrations include popular office applications such as Microsoft Office and Google Workspace.
Pros and cons
Pros:
- Seamless integration with common office applications
- Comprehensive feature set including automated reminders
- Highly customizable, catering to individual workflows
Cons:
- It may take time to fully configure the platform due to its customizable nature
- Pricing can be somewhat steep for small firms
- No permanent free tier available
Clio is a cloud-based software that offers a complete package for managing legal practices, including scheduling, client communication, case management, and billing. With its in-depth features, it allows attorneys to stay organized, managing all aspects of their practice in one place.
Why I Picked Clio: I chose Clio for its comprehensive nature and excellent user experience. While comparing various tools, it stood out for its extensive feature set, covering every aspect of legal practice management.
I believe Clio is best for comprehensive practice management because it offers more than just calendaring; it combines all elements of managing a legal practice - from communication to billing - making it an all-in-one solution.
Standout features and integrations:
Key features include task management, document management, time tracking, timekeeping, and legal billing, among others. Its robust calendaring function supports deadline calculation, event reminders, and calendar sharing.
Integrations include over 200 apps and services, including Microsoft 365, Google Workspace, Dropbox, and QuickBooks, providing a less time work environment.
Pros and cons
Pros:
- User-friendly interface with excellent customer support
- Integration with numerous other services and apps
- Comprehensive feature set covering all aspects of legal practice
Cons:
- Mobile app features are limited compared to the desktop version
- Learning curve can be steep for non-tech-savvy users
- Advanced features require more expensive plans
MyCase is a robust, end-to-end legal case management software designed to streamline your law practice. Its emphasis on a user-friendly interface and easy access across devices makes it a strong contender for professionals on the go.
Why I Picked MyCase: I selected MyCase for its simplicity and intuitive nature. Its modern, clean interface makes navigation and usability straightforward, even for those not technically inclined. This accessibility is why I determined MyCase to be best for intuitive user interface and accessibility—it facilitates ease of use, no matter your tech expertise or where you choose to access it.
Standout features and integrations:
Key features include case management, time tracking, billing, and client intake online payments. Its calendaring function supports sharing, reminders, and syncing with other calendars. Notably, it provides a client portal for secure communication and document sharing.
Integrations include QuickBooks for accounting and Google Calendar for scheduling.
Pros and cons
Pros:
- No minimum user requirement for subscription
- Client portal for secure communication and document sharing
- Clean and user-friendly interface
Cons:
- Some users may find the pricing a bit steep for solo practitioners or small firms
- The mobile app could benefit from more features
- Limited integrations compared to some other tools
SmartAdvocate is a comprehensive legal management software aimed at improving efficiency and organization in large law firms. Equipped with advanced features, it is primarily designed to handle high volumes of cases and manage complex legal proceedings, making it ideal for larger law firms.
Why I Picked SmartAdvocate: I selected SmartAdvocate for this list due to its comprehensive suite of advanced features specifically designed to cater to the needs of larger law firms. The richness of its functionality, from document automation to detailed analytics, separates it from other tools. Considering these aspects, it's clear that SmartAdvocate is a top choice for large law firms seeking advanced features.
Standout features and integrations:
Key features include document automation, robust reporting, and detailed analytics. These features provide in-depth insights into firm performance and streamline various administrative tasks.
Integrations include Microsoft Outlook, Dropbox, and QuickBooks, making it a versatile addition to any law firm's toolkit.
Pros and cons
Pros:
- Offers a variety of software integrations
- Robust reporting and analytics capabilities
- Comprehensive suite of advanced features to streamline operations
Cons:
- Might be too advanced or complex for smaller firms or solo practitioners
- Pricing information is not readily available
- Does not provide a free tier or plan
CloudLex
Best for personal injury attorneys and paralegals with its specialized platform
CloudLex is a legal practice management tool that primarily focuses on personal injury law. By streamlining the litigation process with its robust features, it serves as an efficient platform for personal injury attorneys.
Why I Picked CloudLex: I chose CloudLex due to its specialization in personal injury law. Most legal practice management tools attempt to cater to a wide range of legal practices, but CloudLex distinguishes itself by focusing exclusively on personal injury. This specialization makes it the ideal choice for personal injury attorneys seeking a tool designed with their unique needs in mind.
Standout features and integrations:
Key features include matter management, medical record ordering, and referral management.
Integrations include popular third-party tools like Microsoft Office 365 and Outlook enhances user convenience and productivity.
Pros and cons
Pros:
- Integrates with popular third-party tools
- Robust set of features tailored for personal injury attorneys
- Specializes in personal injury law
Cons:
- Its focus on personal injury law might limit its usefulness for attorneys in other practice areas
- Pricing is higher compared to more general legal practice management tools
- No permanently free plan
PracticePanther is a comprehensive legal practice management tool known for its wide range of features and a very useful client portal. This tool integrates case management, billing, calendaring, and client communication into a single platform, making it ideal for firms seeking a comprehensive feature set and a dedicated client portal.
Why I Picked PracticePanther: I selected PracticePanther for its comprehensive nature and the inclusion of a client portal. Its breadth of features makes it stand apart from many other legal management tools, offering an all-encompassing solution for various legal practice needs. Therefore, I regard PracticePanther as the top choice for those who need a tool with a robust set of features and a client portal.
Standout features and integrations:
Key features include case management, time tracking, billing, and particularly a client portal. This client portal provides a unique selling point by facilitating transparent communication between lawyers and their clients.
Integrations include several third-party applications, including QuickBooks, Gmail, and Microsoft Calendar.
Pros and cons
Pros:
- Integration with third-party applications
- Dedicated client portal
- Comprehensive feature set
Cons:
- Might be overly complex for smaller firms or solo practitioners
- Higher cost for smaller practices
- Short free trial period
CosmoLex offers a unified platform for legal practice management, including the critical functions of legal accounting and calendaring. It's a single solution designed to manage cases, client records, billing, and, importantly, legal-specific accounting needs.
Why I Picked CosmoLex: CosmoLex caught my attention because of its comprehensive integration of legal accounting and calendaring—a rare but powerful combination. This integrated approach means you can avoid the juggle between multiple tools for different needs, making CosmoLex the best for an all-in-one solution.
Standout features and integrations:
Key features include tracking billable hours and generating invoices to detailed financial reporting and trust accounting. Its built-in calendar can schedule tasks, manage deadlines, and even send automated reminders.
Integrations include LawPay for processing payments and has a secure client portal.
Pros and cons
Pros:
- No additional setup fees
- Extensive features including trust accounting and client portal
- Integrated accounting and calendaring
Cons:
- Limited integrations with other software tools
- The user interface could be more intuitive
- Lack of a permanent free tier
Legal Track is a law practice management software designed to function within the familiar interface of Microsoft Outlook. It is optimized for managing legal matters and streamlining the process of tracking communications, documents, and billing information.
Why I Picked Legal Track: I chose Legal Track for its unique approach to legal matters management - functioning within Microsoft Outlook. This ability to integrate fully with an already widely-used platform sets Legal Track apart. For legal professionals accustomed to Microsoft Outlook, it's easy to see why Legal Track is the best choice for managing their legal affairs without leaving their trusted email interface.
Standout features and integrations:
Key features include its seamless integration with Microsoft Outlook, converting the familiar email client into a full-fledged law practice management tool. It also offers robust document and email management capabilities, making it easier to keep track of all communication related to a case.
Integrations include Microsoft 365, which allows Legal Track to offer cloud storage, collaborative tools, and accessibility from any device.
Pros and cons
Pros:
- Seamless integration with Microsoft 365 features
- Robust document and email management capabilities
- Fully integrates with Microsoft Outlook, offering a familiar interface to many users
Cons:
- Less versatile for those who don't use Microsoft Outlook or Microsoft 365 regularly
- Pricing might be higher for smaller firms or solo practitioners
- Does not offer a permanent free tier or plan, only a limited trial
Best for integration with Firm Central case management system
Westlaw Legal Calendaring is a solution designed to assist law firms in tracking court rule sets and deadlines effectively. It shines in its capacity to fully integrate with Firm Central, the case management system from Thomson Reuters, making it an excellent choice for law firms using that system.
Why I Picked Westlaw Legal Calendaring: I picked Westlaw Legal Calendaring for its seamless integration with Firm Central. It stood out because of its compatibility with this popular case management system, which can help law firms streamline their case management and docketing processes. In my judgment, its close integration with Firm Central makes it the best choice for law firms using that system.
Standout features and integrations:
Key features include automatic updates of court rules, helping to prevent missed deadlines.
Integrations include full compatibility with Firm Central, allowing for synchronized updates of case events and deadlines.
Pros and cons
Pros:
- Helps prevent missed deadlines
- Automatic updates of court rules
- Seamlessly integrates with Firm Central case management system
Cons:
- Yearly billing cycle may be a con for some users
- Limited utility for firms not using Firm Central
- No free plan or trial
Alt Legal is a streamlined legal practice management software designed to simplify the complexities of IP practice. It specializes in providing automated updates and notifications to keep legal practitioners informed and on track with their case developments.
Why I Picked Alt Legal: Alt Legal was a clear choice in my selection process due to its remarkable focus on automated updates and notifications. Its automatic docketing capabilities, combined with automated reminders, stand out in a crowded marketplace. In this context, I found Alt Legal to be best suited for legal practitioners who prefer to stay informed automatically about their cases and deadlines.
Standout features and integrations:
Key features include its automatic docketing capability, which can save practitioners significant time and reduce the risk of missing deadlines. Additionally, it offers automated email updates, providing real-time information about case developments.
Integrations include major patent, trademark, and copyright databases ensures accurate and updated information.
Pros and cons
Pros:
- Integrates with major patent, trademark, and copyright databases
- Real-time updates via email help keep practitioners informed
- Robust automatic docketing feature reduces the risk of missed deadlines
Cons:
- May offer more features than needed for those not specializing in IP law
- Pricing may be high for solo practitioners or small firms
- No permanent free plan, only a limited trial
Other Legal Calendaring Software
Below is a list of additional legal calendaring software I shortlisted but did not make it to the top 10. Definitely worth checking them out.
- TimeSolv Legal Billing
For seamless billing and calendaring integration
- Docket Enterprise
For docketing and legal calendaring in large firms
- MatterSuite
Good for firms requiring customizable workflow templates
- Easy Legal Billing
Good for easy-to-use legal billing and invoicing
- Jarvis Legal
Good for small law firms seeking all-round practice management
- Bigle Legal
Good for automating complex legal document workflows
- Thread Legal
Good for enhancing team productivity through collaboration
- Rolling Legal
Good for expense tracking in a user-friendly platform
- LEAP
Good for seamless LawToolBox integration for matter management
What is Legal Calendaring Software?
Legal calendaring software is a tool that automatically tracks deadlines, court dates, and appointments for law firms. It’s used by attorneys, paralegals, and legal admins to reduce human error, avoid missed deadlines, and stay compliant with court rules.
Selection Criteria for Legal Calendaring Software
Choosing the right legal software for your firm is no small feat, and it's crucial to pick a tool that aligns with your firm's needs and work processes. Having tested and researched several of these tools, there are specific criteria I used to evaluate their effectiveness.
Core Functionality
A reliable legal software should enable you to:
- Manage cases and clients in a centralized database
- Schedule appointments and deadlines
- Create, edit, and store legal documents
- Track billable hours and generate invoices
Key Features
The key features that enhance the utility of legal software include:
- Integration capability: This allows the software to work seamlessly with other tools that the firm already uses, like email clients, calendars, or accounting software.
- Security measures: Since legal documents are sensitive, the software needs robust security features such as encryption and two-factor authentication.
- Customization: The tool should be able to adapt to the specific jurisdiction and procedures of your law firm.
- Compliance management: The software should assist in adhering to legal regulations and standards.
- Document automation: This feature enables the quick creation of legal documents using predefined templates.
Usability
Usability is crucial for legal software. This ensures a smooth workflow and efficient use of the tool:
- Intuitive design: Legal professionals should be able to navigate through the software without technical difficulties. Features and functions should be clearly labeled and accessible.
- Accessible customer support: Legal work is time-sensitive. It is vital that customer support can be reached promptly for any issues or queries.
- Training and onboarding resources: Due to the specialized nature of legal software, having a comprehensive set of training materials or onboarding programs can significantly shorten the learning curve.
- Mobile access: Being able to access the software from a smartphone or tablet allows lawyers to work from anywhere.
- Search capability: With the vast amount of data that legal software holds, a sophisticated search feature will aid in quickly retrieving necessary information.
People Also Ask (FAQs)
What are the benefits of using legal calendaring software?
Legal calendaring software offers several benefits including:
- Efficient Time Management: It helps legal professionals keep track of appointments, court dates, deadlines, and other important events all in one place. This greatly reduces the risk of missing important dates.
- Improved Collaboration: These tools often allow multiple users to access and update the calendar, facilitating better team collaboration.
- Integration with Other Tools: Many legal calendaring software can integrate with other tools such as email clients, case management systems, and document management systems. This provides a streamlined workflow.
- Reminders and Alerts: The software typically offers automated reminders and alerts, ensuring no important dates or deadlines are overlooked.
- Document Linking: You can often link calendar entries to relevant case files or documents, which provides context and saves time when preparing for appointments or deadlines.
How much do these tools usually cost?
Pricing for legal calendaring software varies significantly depending on the features, the size of the firm, and whether the software is stand-alone or part of a larger practice management system. The pricing model typically falls into a per-user/month structure.
What are the pricing models for these tools?
Most legal calendaring software operates on a subscription-based model, typically charged per user on a monthly or annual basis. Some software may offer a one-time purchase option, but this is less common. There might also be additional costs for premium features or additional storage.
What is the typical range of pricing?
The pricing for legal calendaring software typically starts from around $20/user/month for basic plans and can go up to hundreds of dollars per user per month for advanced plans with more comprehensive features. Keep in mind that many providers require a minimum number of users or offer volume discounts for larger firms.
Which is the cheapest and the most expensive software?
Easy Legal Billing is one of the more affordable options, with prices starting from around $20/user/month. On the other hand, tools like LEAP, which offer more comprehensive legal practice management functionalities, can be on the higher end of the spectrum.
Are there any free tool options?
Yes, some legal calendaring tools offer a free version or a free trial. However, these free options may come with limited features or usage restrictions. Always check the specifics of what is offered in the free plan.
What Next?
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