Best Legal Calendaring Software Shortlist
Here's my pick of the 10 best software from the 19 tools reviewed.
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.
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Best Legal Calendaring Software Summary
This comparison chart summarizes pricing details for my top legal calendaring software selections to help you find the best one for your budget and business needs
| Tool | Best For | Trial Info | Price | ||
|---|---|---|---|---|---|
| 1 | Best for comprehensive legal practice management | 7-day free trial | From $49/user/month (billed annually) | Website | |
| 2 | Best for large law firms seeking advanced features | Not available | Pricing upon request | Website | |
| 3 | Best for customization and user-specific workflows | Free trial available | Pricing upon request | Website | |
| 4 | Best for intuitive user interface and accessibility | 10-day free trial + free demo available | From $39/user/month (billed annually) | 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 $59/user/month (billed monthly) | Website | |
| 7 | Best for integrated legal accounting and calendaring systems | 10-day free trial | From $109/user/month (billed annually) | Website | |
| 8 | Best for seamless billing and calendaring integration | Not available | From $53/user/month (billed annually) | Website | |
| 9 | Best for automated updates and notifications | Free demo available | From $60/month | Website | |
| 10 | Best for docketing and legal calendaring in large firms | Not available | From $40/user/month | Website |
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CARET Legal
Visit WebsiteThis is an aggregated rating for this tool including ratings from Crozdesk users and ratings from other sites.4.5 -
Redactable
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Mitratech TAP Workflow Automation
Visit WebsiteThis is an aggregated rating for this tool including ratings from Crozdesk users and ratings from other sites.4.2
Best Legal Calendaring Software Reviews
Below are my detailed summaries of the best legal calendaring 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.
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
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
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
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
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
TimeSolv Legal Billing is a powerful time-tracking and legal billing software tool developed specifically for the legal profession. Its prowess lies in the ability to efficiently integrate billing and calendaring activities, making it an ideal choice for professionals who prioritize organized and streamlined invoicing workflows.
Why I Picked TimeSolv Legal Billing: I chose TimeSolv Legal Billing because of its distinct focus on time tracking and billing, which are fundamental needs in any legal practice. The tool stands out for its capability to smoothly connect billing with calendaring, providing a unified platform to handle these crucial tasks. This uniqueness qualifies TimeSolv Legal Billing as the best choice for those seeking effective billing and calendaring integration.
Standout features and integrations:
Key features include comprehensive time tracking, invoicing, and most notably, the integration of calendaring with billing. These features offer a balanced mix of functionality and usability.
Integrations include other platforms such as LawPay, QuickBooks, and Dropbox, adding more value and versatility to its users.
Pros and cons
Pros:
- Integrates well with other platforms like LawPay and QuickBooks
- Comprehensive time tracking features
- Excellent billing and calendaring integration
Cons:
- The focus on billing may limit the comprehensiveness of other features
- Pricing can be relatively high for smaller firms
- Does not provide a permanently free tier
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
Docket Enterprise is a legal practice management tool with a strong focus on docketing and calendaring. Tailored to the requirements of large law firms, it offers robust features that promote effective and efficient management of large volumes of legal cases and schedules.
Why I Picked Docket Enterprise: I selected Docket Enterprise due to its proficiency in docketing and legal calendaring. For large law firms dealing with numerous clients and cases, this tool stands out with its ability to handle complex scheduling and docketing requirements efficiently. Its unique blend of functionalities ideally suits the workflow of large firms, making it best for this use case.
Standout features and integrations:
Key features include comprehensive scheduling and docketing features, helping law firms maintain case deadlines and track court dates effectively.
Integrations include various legal research and document management systems, adding value to its users.
Pros and cons
Pros:
- Integrates with legal research and document management systems
- Designed to handle the requirements of large law firms
- Strong focus on docketing and legal calendaring
Cons:
- Could be costly for firms with a large number of users
- May be too complex for small firms or solo practitioners
- No free tier or 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.
- Legal Track
For legal matters management within Microsoft Outlook
- Westlaw Legal Calendaring
For integration with Firm Central case management system
- LEAP
Good for seamless LawToolBox integration for matter management
- MatterSuite
Good for firms requiring customizable workflow templates
- Thread Legal
Good for enhancing team productivity through collaboration
- Bigle Legal
Good for automating complex legal document workflows
- Easy Legal Billing
Good for easy-to-use legal billing and invoicing
- Jarvis Legal
Good for small law firms seeking all-round practice management
- Rolling Legal
Good for expense tracking in a user-friendly platform
Selection Criteria for Legal Calendaring Software
When selecting the best legal calendaring software to include in this list, I considered common buyer needs and pain points like managing court deadlines and ensuring compliance with legal regulations. 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 court deadlines
- Schedule appointments
- Send reminders and notifications
- Integrate with email and calendar apps
- Track billable hours
Additional Standout Features (25% of total score)
To help further narrow down the competition, I also looked for unique features, such as:
- AI-powered scheduling
- Customizable reporting
- Mobile app access
- Compliance with legal regulations
- Client portal access
Usability (10% of total score)
To get a sense of the usability of each system, I considered the following:
- Intuitive interface
- Easy navigation
- Quick setup process
- Responsive design
- Clear instructions
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 templates
- Chatbot assistance
- Webinars for new users
Customer Support (10% of total score)
To assess each software provider’s customer support services, I considered the following:
- 24/7 support availability
- Live chat options
- Response time
- Availability of a knowledge base
- Personalized support
Value For Money (10% of total score)
To evaluate the value for money of each platform, I considered the following:
- Pricing transparency
- Competitive pricing
- Free trial availability
- Features included in each pricing tier
- Discounts for annual subscriptions
Customer Reviews (10% of total score)
To get a sense of overall customer satisfaction, I considered the following when reading customer reviews:
- Feedback on ease of use
- Comments on customer service
- User satisfaction with features
- Reports on system reliability
- Value for money feedback
How to Choose Legal Calendaring 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:
| Factor | What to Consider |
|---|---|
| Scalability | Can the software grow with your firm? Consider future team size and case load. Look for tools that offer scalable plans and can handle increased demand without issues. |
| Integrations | Does it integrate with your current tools like email and document management systems? Check compatibility to avoid workflow disruption. |
| Customizability | Can you tailor the software to fit your firm's specific needs and processes? Evaluate the level of customization available for workflows and reports. |
| Ease of Use | Is the software user-friendly for everyone on your team? Consider the learning curve and look for intuitive interfaces that require minimal training. |
| Implementation and Onboarding | How long will it take to get up and running? Assess the resources needed for setup and training, including availability of support during this phase. |
| Cost | Does it fit your budget? Compare pricing plans and what's included. Be aware of hidden fees and costs for extra features or users. |
| Security Safeguards | How does the software protect sensitive client data? Ensure it complies with industry standards and offers encryption and access controls. |
| Compliance Requirements | Does the tool meet legal compliance needs specific to your jurisdiction? Verify adherence to relevant laws and regulations to avoid penalties. |
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.
Features
When selecting legal calendaring software, keep an eye out for the following key features:
- Deadline tracking: Automatically track and update important court dates to prevent missed deadlines and ensure compliance.
- Automated reminders: Send alerts and notifications for upcoming appointments and deadlines to keep everyone informed.
- Calendar integration: Sync with existing calendar apps like Google Calendar or Outlook for a unified view of schedules.
- Customizable reports: Generate detailed reports tailored to your firm's needs for better decision-making and record-keeping.
- Mobile access: Access your calendar on-the-go through mobile apps, ensuring you're always connected.
- Client portal: Provide clients with secure access to their schedules and updates, improving communication and transparency.
- User-friendly interface: Ensure ease of use with an intuitive design that requires minimal training for your team.
- Secure data storage: Protect sensitive client information with encryption and access controls to maintain confidentiality.
- Compliance tools: Ensure your scheduling practices adhere to legal regulations and standards specific to your jurisdiction.
- Integration with practice management tools: Connect with other legal software for a seamless workflow across different platforms.
Benefits
Implementing legal calendaring software provides several benefits for your team and your business. Here are a few you can look forward to:
- Improved organization: Keep your team's schedules and deadlines in one place, reducing chaos and improving efficiency.
- Increased compliance: Automatically track court deadlines to ensure you meet all legal requirements and avoid penalties.
- Enhanced communication: Use automated reminders and client portals to keep everyone informed and improve transparency.
- Time savings: Reduce the time spent on manual scheduling tasks with automated features and integrations.
- Reduced errors: Minimize scheduling conflicts and missed deadlines with accurate tracking and notifications.
- Better decision-making: Use customizable reports to gain insights into scheduling patterns and resource allocation.
- Flexibility: Access your calendar from anywhere with mobile apps, ensuring you're always prepared and connected.
Costs and Pricing
Selecting legal calendaring 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 legal calendaring software solutions:
Plan Comparison Table for Legal Calendaring Software
| Plan Type | Average Price | Common Features |
|---|---|---|
| Free Plan | $0 | Basic scheduling, calendar sync, and email reminders. |
| Personal Plan | $5-$25/user/month | Advanced scheduling, mobile access, and limited integrations. |
| Business Plan | $30-$75/user/month | Team collaboration, client portals, and customizable reports. |
| Enterprise Plan | $80-$150/user/month | Full integrations, compliance tools, and dedicated support. |
Legal Calendaring Software FAQs
Here are some answers to common questions about legal calendaring software:
How do I choose the right legal calendaring software?
Start by assessing your firm’s specific needs, such as the size of your team and the complexity of your scheduling tasks. Look for software that integrates with your current tools and offers the features you need most. Consider trying free trials to see which one feels right for your workflow.
Is it difficult to switch from manual calendaring to software?
No, it doesn’t have to be difficult. Many legal calendaring tools offer onboarding support and resources like training videos and interactive guides. Start by transferring essential data and gradually familiarize your team with the new system. Use the available support to address any questions during the transition.
Can legal calendaring software handle recurring appointments?
Yes, most legal calendaring software supports recurring appointments. You can set up regular meetings or reminders to repeat daily, weekly, or monthly. This feature helps maintain consistency in scheduling and ensures you never miss routine tasks or important recurring events.
Does legal calendaring software work offline?
Some legal calendaring tools offer offline access, but it varies by provider. If offline functionality is important, check if the software has a mobile app or desktop version that allows you to view and edit your calendar without an internet connection. This is useful for when you’re on the go or in areas with limited connectivity.
How does legal calendaring software differ from regular scheduling tools?
Unlike general calendar apps, legal calendaring tools account for court rules, filing deadlines, and jurisdiction-specific timelines, automating date calculations that comply with legal procedures.
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?
If you're in the process of researching legal calendaring 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.
