13 Best Matter Management Software for Legal Practices in 2025
10 Best Matter Management Software Shortlist
As a legal tech expert, I’ve handpicked the top 10 matter management software to tackle your challenges head-on. Dive in!
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As a legal practice manager, you’re juggling multiple cases, documents, and deadlines, and it often feels like there aren’t enough hours in the day. That’s where matter management software comes in. It’s designed to help your team stay organized, improve efficiency, and reduce stress.
In my experience, the right software can make a significant difference in your daily operations. I've independently tested and reviewed various options, drawing from my extensive knowledge of the legal industry. In this article, you'll find a curated list of top matter management software, each offering unique benefits to address your specific needs.
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Best Matter Management Software Summary
| Tool | Best For | Trial Info | Price | ||
|---|---|---|---|---|---|
| 1 | Best for client communication and collaboration | 10-day free trial + free demo available | From $49/user/month (billed annually) | Website | |
| 2 | Best for all-in-one legal practice management | Free trial available | From $79/user/month (billed annually) | Website | |
| 3 | Best for streamlining legal operations through AI | No | From $20/user/month, billed annually | Website | |
| 4 | Best for data-driven legal insights | Not available | From $29/user/month (billed annually). | Website | |
| 5 | Best for no-code automation in legal services | Not available | Pricing upon request. | Website | |
| 6 | Best for customizable legal process automation | Demo available | Pricing upon request | Website | |
| 7 | Best for disability and injury law practices | Not available | From $69/user/month (billed annually) | Website | |
| 8 | Best for seamless cloud-based legal workflow | Free demo available | From $49/user/month (billed annually, with a minimum of 5 seats) | Website | |
| 9 | Best for scalable cloud-based law firm management | Free demo available | From $52/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.4.8 -
Redactable
Visit Website -
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 Matter Management Software Reviews
MyCase is a legal practice management software designed to streamline client communication and collaboration. Its user-friendly interface and emphasis on client engagement make it the ideal choice for law firms looking to enhance their interactions with clients.
Why I Picked MyCase: I chose MyCase for this list due to its strong focus on client communication and collaboration. The platform offers features that facilitate easy communication and collaboration between law firms and their clients, setting it apart from other legal practice management tools.
Standout features & integrations: MyCase's standout features include a client portal, document sharing and collaboration, and integrated messaging. These tools help improve client engagement and communication. MyCase also offers integrations with popular applications such as QuickBooks Online, Microsoft Office, and Google Workspace, allowing users to sync data and streamline their workflow.
Pros and cons
Pros:
- Integrations with QuickBooks Online, Microsoft Office, and Google Workspace
- User-friendly interface
- Strong focus on client communication and collaboration
Cons:
- Can be expensive for smaller firms
- Limited customization options
- No mobile app for Android users
CosmoLex is a comprehensive legal practice management solution that covers everything from case management to accounting and billing. Its all-in-one approach simplifies law firm operations, making it ideal for legal teams seeking a unified platform for managing their practice.
Why I Picked CosmoLex: I chose CosmoLex for its ability to provide a wide range of features within a single platform, streamlining the management of legal practices. Its all-in-one functionality sets it apart from other options, making it the best choice for legal teams that prefer a unified solution for their daily operations. CosmoLex's comprehensive approach is what makes it stand out as an exceptional choice for legal practice management.
Standout features & integrations: CosmoLex offers robust case management, document management, time tracking, billing, and integrated accounting features. Additionally, it includes trust accounting capabilities, ensuring compliance with legal regulations. CosmoLex integrates with popular tools like Microsoft Office 365, Google Workspace, and LawPay for seamless data syncing and payment processing.
Pros and cons
Pros:
- Seamless integration with popular productivity tools
- Integrated accounting and trust accounting capabilities
- Comprehensive all-in-one legal practice management solution
- Seamless integration with popular productivity tools
- Integrated accounting and trust accounting capabilities
- Comprehensive all-in-one legal practice management solution
Cons:
- Limited customization options for more specific needs
- No native mobile app for on-the-go access
- Higher starting price compared to other solutions
- Limited customization options for more specific needs
- No native mobile app for on-the-go access
- Higher starting price compared to other solutions
Checkbox is an AI-driven platform that helps law firms streamline their legal operations, automate tasks, and reduce manual work. By leveraging artificial intelligence, it effectively improves efficiency and productivity, making it the best choice for streamlining legal operations through AI.
Why I Picked Checkbox: I chose Checkbox for this list because of its powerful AI capabilities, which differentiate it from other legal management tools. The tool's focus on utilizing artificial intelligence to automate and optimize legal processes makes it the top choice for streamlining legal operations through AI.
Standout features & integrations: Key features of Checkbox include AI-driven document automation, decision tree builder, and workflow automation. These features enable law firms to automate repetitive tasks, create custom decision trees, and design efficient processes. Important integrations provided by Checkbox include Salesforce, Microsoft Office 365, and Zapier, which enhance collaboration and data management.
Pros and cons
Pros:
- Integrations with Salesforce, Microsoft Office 365, and Zapier
- Customizable decision tree builder for tailored solutions
- AI-driven document automation for increased efficiency
Cons:
- Limited customer support options
- May have a steep learning curve for some users
- Pricing information not readily available
Xakia is a legal operations platform designed to provide law firms and in-house legal teams with data-driven insights for better decision-making. With a strong focus on data analytics and visualization, Xakia streamlines the management of legal matters while ensuring you stay on top of key performance indicators.
Why I Picked Xakia: I chose Xakia for its powerful data analytics capabilities that set it apart from other solutions. Its emphasis on data-driven insights makes it the best choice for legal professionals who want to make informed decisions and optimize their operations. This focus on data-driven legal insights is what makes Xakia a strong contender in the matter management software space.
Standout features & integrations: Xakia offers intuitive matter dashboards, real-time reporting, and customizable data visualization to keep users informed about their legal practice's performance. It also provides matter intake and triage tools, helping teams prioritize and allocate resources effectively. Xakia integrates seamlessly with popular productivity tools like Microsoft Office 365, G Suite, and Trello, as well as document management systems like NetDocuments and iManage.
Pros and cons
Pros:
- Seamless integration with popular productivity tools
- Customizable matter dashboards and real-time reporting
- Robust data analytics and visualization tools
Cons:
- Lacks a native mobile app for on-the-go access
- Pricing may be higher for small teams
- No built-in document management system
Bryter is a no-code platform that enables legal professionals to create and deploy automated processes, workflows, and applications. As a tool that doesn't require any coding skills, Bryter empowers legal teams to design custom solutions that streamline their legal services.
Why I Picked Bryter: I chose Bryter for its unique no-code approach, which allows users to create custom legal applications without any coding knowledge. This feature makes it an excellent option for legal professionals looking to automate their services without relying on developers. Bryter's emphasis on no-code automation sets it apart and makes it the best choice for legal teams seeking to streamline their services.
Standout features & integrations: Bryter offers a user-friendly drag-and-drop interface to create custom applications, decision trees, and workflows. The platform also includes built-in compliance and auditing features, ensuring your legal processes meet industry standards. Bryter integrates with a variety of tools, including document management systems like iManage and NetDocuments, as well as data sources like Microsoft Excel and SQL databases.
Pros and cons
Pros:
- Built-in compliance and auditing features
- Drag-and-drop interface for seamless user experience
- No-code platform for easy custom application creation
Cons:
- Limited native integrations with other software
- Might have a learning curve for non-technical users
- Pricing information not readily available
Moxo is a legal process automation tool that offers highly customizable solutions for law firms. Its adaptability and flexibility make it ideal for those looking to automate their legal processes to meet specific requirements.
Why I Picked Moxo: I selected Moxo for this list because of its extensive customization capabilities, which set it apart from other legal process automation tools. This feature allows law firms to tailor the tool to fit their unique needs, making it the best choice for customizable legal process automation.
Standout features & integrations: Moxo's most notable features include its drag-and-drop workflow builder, form builder, and case management system. These tools allow users to create custom workflows and forms, ensuring an efficient and seamless process. Moxo offers integrations with popular applications like Microsoft Office 365, Google Workspace, and Zapier, enhancing productivity and collaboration.
Pros and cons
Pros:
- User-friendly drag-and-drop interface
- Integrations with Microsoft Office 365, Google Workspace, and Zapier
- Extensive customization options for workflows and forms
Cons:
- Limited customer support options
- Potential steep learning curve for some users
- Pricing information not readily available
Prevail Case Management System is a comprehensive legal case management software designed specifically for disability and injury law practices. Its tailored features and robust functionality make it a perfect fit for firms focusing on these specialized areas of law.
Why I Picked Prevail Case Management System: I chose Prevail Case Management System because of its focus on disability and injury law, which sets it apart from other generic legal management tools. Its specialized features and functionality cater specifically to the unique needs of these practices, making it the best choice for disability and injury law firms.
Standout features & integrations: Prevail offers essential features for disability and injury law practices, including case tracking, document management, and customizable workflow templates. It also provides seamless integrations with Microsoft Office and QuickBooks, allowing users to easily sync data and manage financial aspects of their practice.
Pros and cons
Pros:
- Integrations with Microsoft Office and QuickBooks
- Customizable workflow templates
- Tailored to disability and injury law practices
Cons:
- May not suit smaller firms due to pricing structure
- No mobile app available
- Limited options for non-disability and injury law practices
MerusCase is a cloud-based legal practice management solution designed to streamline workflow and enhance collaboration among team members. Its seamless integration of case management, document management, and communication tools make it perfect for legal professionals seeking an efficient cloud-based solution.
Why I Picked MerusCase: I chose MerusCase for its cloud-based architecture and smooth workflow capabilities. Its seamless integration of essential features into a single platform simplifies collaboration and organization, setting it apart from other options. MerusCase's cloud-based approach is what makes it the best choice for legal teams aiming to optimize their workflow processes.
Standout features & integrations: MerusCase offers a variety of features, including case management, document management, time tracking, billing, and reporting. Its built-in email and calendar integrations facilitate team communication and organization. MerusCase also integrates with popular tools like Microsoft Office, Google Workspace, and QuickBooks for seamless data syncing.
Pros and cons
Pros:
- Comprehensive feature set for practice management
- Smooth integration with popular productivity tools
- Efficient cloud-based solution for legal workflow
Cons:
- No native trust accounting functionality
- Limited customization options
- Lacks mobile app for on-the-go access
Centerbase is a cloud-based law firm management platform that provides comprehensive tools for billing, case management, and document management. Its scalable nature allows it to adapt to growing law firms, making it the best choice for scalable cloud-based law firm management.
Why I Picked Centerbase: I selected Centerbase for this list because of its adaptability to the needs of law firms of different sizes. The platform's ability to scale with the growth of a firm sets it apart from other legal management tools, making it ideal for scalable cloud-based law firm management.
Standout features & integrations: Important features of Centerbase include time and expense tracking, customizable invoicing, and a robust document management system. These tools help law firms streamline their operations and enhance efficiency. Key integrations provided by Centerbase include QuickBooks, Office 365, and Dropbox, which contribute to a seamless workflow.
Pros and cons
Pros:
- Integrations with QuickBooks, Office 365, and Dropbox
- Customizable invoicing options
- Scalable to accommodate growing law firms
Cons:
- Limited customer support hours
- No monthly billing option available
- Pricing may be on the higher side for smaller firms
Other Best Matter Management Software Tools
- Actionstep
Good for end-to-end law practice management
- LegalEdge
Good for government-focused legal case tracking
- Coyote Analytics
Good for comprehensive financial and practice analytics
Other Legal Software Reviews
Here are some other popular types of legal software you might be interested in.
Matter Management Software Selection Criteria
When selecting the best matter management software to include in this list, I considered common buyer needs and pain points like managing complex case files and ensuring compliance with data 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 case files
- Track billable hours
- Facilitate client communication
- Store documents securely
- Schedule tasks and deadlines
Additional Standout Features (25% of total score)
To help further narrow down the competition, I also looked for unique features, such as:
- Automated document generation
- Advanced reporting capabilities
- Customizable client portals
- Integration with accounting software
- 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
- Simple navigation
- Minimal learning curve
- Customizable dashboards
- Clear labeling of features
Onboarding (10% of total score)
To evaluate the onboarding experience for each platform, I considered the following:
- Availability of training videos
- Access to interactive product tours
- Use of templates for quick setup
- Availability of webinars
- Inclusion of chatbots for assistance
Customer Support (10% of total score)
To assess each software provider’s customer support services, I considered the following:
- Availability of 24/7 support
- Access to live chat
- Comprehensive help center
- Responsiveness to inquiries
- Quality of support documentation
Value For Money (10% of total score)
To evaluate the value for money of each platform, I considered the following:
- Competitive pricing
- Range of features offered
- Cost of additional features
- Flexibility of pricing plans
- Discounts for annual billing
Customer Reviews (10% of total score)
To get a sense of overall customer satisfaction, I considered the following when reading customer reviews:
- User satisfaction with features
- Feedback on customer support
- Ease of use ratings
- Comments on reliability
- Opinions on overall value
How to Choose Matter Management 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 | Will the software grow with your firm? Consider future growth and if the tool can handle increased case volume without needing a switch later. |
| Integrations | Does it connect with your existing tools? Check for compatibility with your current systems like accounting software or email clients. |
| Customizability | Can you tailor it to your needs? Look for options that let you adjust workflows and dashboards to fit your unique processes. |
| Ease of use | Is the interface intuitive? Ensure your team can quickly learn and navigate the system without extensive training. |
| Implementation and onboarding | How fast can you get started? Consider the time required for setup and the quality of onboarding support like training sessions or guides. |
| Cost | Does it fit your budget? Evaluate the pricing structure and watch for hidden fees. Compare the cost against the value it offers your practice. |
| Security safeguards | How secure is your data? Ensure the software complies with legal data protection standards and offers encryption and regular backups. |
| Compliance requirements | Does it meet legal regulations? Check if the software supports compliance with industry standards like GDPR or HIPAA, depending on your jurisdiction. |
What Is Matter Management Software?
Matter management software is a tool designed to help legal professionals organize and manage their casework efficiently. Lawyers, paralegals, and legal teams typically use these tools to keep track of cases, documents, and deadlines. Document storage, client communication, and billing features help with organization and productivity. These tools offer significant value by simplifying case management and improving workflow efficiency for legal practitioners.
Features of Matter Management Software
When selecting matter management software, keep an eye out for the following key features:
- Case management: Helps organize and track all case-related information in one place, improving accessibility and efficiency.
- Document storage: Provides secure storage for legal documents, ensuring easy retrieval and compliance with data regulations.
- Client communication: Facilitates direct communication with clients through portals or messaging systems, enhancing client relationships.
- Billing and invoicing: Automates time tracking and billing processes, making it easier to manage finances and ensure accurate invoicing.
- Task scheduling: Allows for setting deadlines and reminders, helping legal teams stay on top of critical tasks and appointments.
- Customizable dashboards: Offers the ability to tailor dashboards to fit specific needs, improving user experience and efficiency.
- Integration capabilities: Ensures compatibility with existing tools and systems, allowing for seamless data flow across platforms.
- Security safeguards: Provides data protection through encryption and regular backups, safeguarding sensitive legal information.
- User-friendly interface: Ensures ease of use with intuitive navigation, reducing the learning curve for new users.
- Compliance support: Assists in meeting legal regulations like GDPR or HIPAA, ensuring adherence to industry standards.
Benefits of Matter Management Software
Implementing matter management software provides several benefits for your team and your business. Here are a few you can look forward to:
- Improved organization: Keeps all case-related information in one place, making it easier to manage and access.
- Enhanced communication: Facilitates better client interactions through direct messaging and client portals.
- Time savings: Automates routine tasks like billing and scheduling, freeing up time for more important work.
- Increased accuracy: Reduces errors in billing and document management, leading to more reliable outcomes.
- Compliance assurance: Helps ensure adherence to legal standards like GDPR, reducing the risk of non-compliance.
- Better workload management: Allows for efficient task scheduling and deadline tracking, helping teams stay on top of their responsibilities.
- Data security: Provides encryption and regular backups to protect sensitive legal information from unauthorized access.
Costs and Pricing of Matter Management Software
Selecting matter management 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 matter management software solutions:
Plan Comparison Table for Matter Management Software
| Plan Type | Average Price | Common Features |
|---|---|---|
| Free Plan | $0 | Basic document storage, limited case management, and basic client communication. |
| Personal Plan | $10-$30/user/month | Document management, basic billing, client communication, and task scheduling. |
| Business Plan | $30-$60/user/month | Advanced billing, client portals, integration capabilities, and reporting tools. |
| Enterprise Plan | $60-$100/user/month | Customizable dashboards, advanced security, compliance support, and dedicated support. |
Legal Matter Management Software FAQ
Here are some questions people also ask me about legal matter management software and matter management more generally:
What is the difference between case management and matter management?
What is matter management for in-house counsel?
Why is it important to categorize legal matters by practice area?
What role does legal operations play in enhancing matter management for legal departments?
How can workflow optimization improve the legal matter management lifecycle?
How does technology help legal teams manage billing and performance metrics?
How does matter management software support legal risk mitigation?
Other Case Management Software Reviewed
Here are some other tools you may need if you are looking for matter and case management software solutions.
What Next?
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