Legal practice management software is designed to help lawyers run day-to-day workflows and business operations within their law practice more efficiently. This type of software facilitates a working environment that has better support across a range of tasks. For example, it helps law firms manage cases, contacts, calendars, tasks, and billing in one secure place.
A recent survey conducted by the American Bar Association found that 67% of lawyers believe their practices would run more effectively if they had access to law firm software. With the right legal software, everyone can easily stay up-to-date on case details and administrative tasks.
Most law practice management software solutions can make it easier for lawyers to keep track of their clients, schedule and manage appointments, perform billing and accounting tasks, and automate the drafting of routine legal documents.
If you’re struggling with client and case matter management tasks, it might be time to explore the options available for legal practice management software. This list rounds up the best legal practice management software for law firms in 2022.
- MyCase: Best case management features
- Clio Manage: Best all-in-one legal software solutions
- Zola Suite: Best built-in accounting software
- Lawmatics: Best for contact management
- Westlaw: Best for legal research tools
- PracticePanther: Best for cloud-based legal practice management
- SmartAdvocate: Best for mass tort litigation practices
- CASEpeer: Best personal injury law software
- Legal Files: Best for legal document management
MyCase is one of the best law practice management software options. It’s ideal for law firms of all types and sizes – including small law firms, corporate legal departments, and solo law firms.
The practice management software provides a complete solution to day-to-day organizational processes and operations. It offers users comprehensive tools to manage clients, cases, and other important information. The software is designed to streamline tedious administrative tasks—ensuring nothing gets missed and all work is free of errors.
- Secure legal practice software that can be accessed anytime, anywhere, and on any device.
- Robust case management system with built-in collaboration tools and document automation and sharing capabilities.
- Automatic calendar reminders for upcoming court dates and important deadlines.
- Time-saving workflow automation tools to organize cases, contacts, documents, and other data for your law firm.
- Client management tools and secure client portal to easily manage communications, billing, expense tracking, and online payments.
- Intuitive user interface
- Advanced search capabilities and billing features
- Various templates for creating documents such as letters or contracts
- Steep learning curve for beginners
- Web-based law practice management software
- Expensive pricing
2 Clio Manage
Clio Manage offers an end-to-end solution that can help law firms run more efficiently. The law practice management software provides an integrated calendar, task management system, time tracking tool, accounting system, and more. This creates a centralized portal to access up-to-date information, documents, and contact details.
- Legal billing, time and expense tracking
- Law firm insights, including utilization, realization, and collection rates
- Document automation and management tools
- Calendaring system with automated reminders and alerts
- Integration with separate accounting software like Quickbooks Online
- Intuitive interface that's easy to understand
- Advanced collaboration tools between team members
- Affordable practice management solution
- The base package does not include advanced features
3 Zola Suite
Zola Suite is one of the best law practice management software programs available for law firms. It’s a cloud-based platform that helps law firms efficiently manage their clients, cases, and documents.
The practice management software offers a wide range of features and a powerful dashboard to manage all the law firm information in one place. Most importantly, it’s easy to use and enables users to easily find and access all essential information.
- Client communication tools, including an intelligent email management system.
- Sufficient document storage for contracts, agreements, and other important documents.
- Built-in, double-entry accounting system for law firms with trust accounting needs.
- Task management tools and templates.
- Document automation and form builder with e-signatures, encryption, and proof of delivery.
- Built-in email management system
- Secure client portal available
- Affordable cloud-based solution
- Limited customizations
- Lacks customer support
Lawmatics is one of the most popular law practice management software used by law firms and lawyers worldwide. It has helped thousands of law firms improve productivity, manage cases and clients, and streamline processes.
The practice management software is user-friendly and easy to learn. It is designed to help legal professionals manage law practice workflows and tasks, including court dates, documents, and contacts, all in one place.
- Secure cloud storage to easily share documents with clients and colleagues.
- Employee time tracking and billing features.
- Automatically generate invoices and statements in less than 30 seconds.
- Document management to organize and share files.
- Advanced CRM with detailed profiles for each client and a network feature to connect with other lawyers and legal professionals.
- Private chat rooms, group emails, and other collaboration tools are available.
- No learning curve
- Accessible on any device
- Customizable dashboards
- Expensive software for smaller firms, with plans starting at $199/month
Westlaw is a law practice management software developed by Thomson Reuters. It is one of the most popular and widely used legal practice management software that offers a comprehensive set of features for law firms. It is widely used to manage cases, streamline research, and keep track of court rulings.
It offers a range of tools for lawyers, paralegals, law students, and anyone else who needs access to legal information. It also provides access to more than 40 years of case law, statutes, regulations, secondary sources, and more than 1 billion pages of documents from all 50 states.
- Unlimited Subscriptions: This feature allows you to manage an unlimited number of cases simultaneously, and it also allows you to collaborate with colleagues and clients anywhere in the world.
- Document Assembly: This feature helps you create documents from templates and fill-in-the-blank forms. It also allows you to download customized forms.
- Case Management: Provides all required information related to a specific case in one place. It also allows you to manage each step of the case life cycle, such as filing, discovery, managing documents, preparing for trial, etc.
- Integrations with other databases and platforms, like Dropbox or Google Drive, so you can easily share documents with clients or co-workers.
- Advanced search engine that helps users find relevant information quickly and easily, without having to spend hours manually searching.
- Access to thousands of articles with up-to-date laws and regulations
- Straightforward and intuitive user interface
- Advanced security features
- Many hidden costs
- Limited customer support service
- Some software packages lack certain features
PracticePanther is one of the best law practice management software for keeping track of client information, including case details and contact information.
The practice management software is highly customizable and allows you to create personalized forms specific to the needs of your business. The law practice management software also has a built-in appointment calendar feature that allows you to schedule appointments and send reminders via email or text message.
Here are some of the key features that make PracticePanther such an exceptional legal management tool:
- Easy client management and intuitive interface that automatically populates your client list with the information from your database.
- Automated reminders for billable hours and the system will send you reminders when a matter has reached its billing threshold. You can then adjust those thresholds accordingly.
- Automatic invoicing with payment reminders, with options to schedule them for specific days or times of the day.
- Integrated accounting software that works seamlessly with its internal system and other 3rd party apps.
- Advanced time tracking system that functions by client or task.
- Robust reporting system to track your progress over time and make adjustments based on workflows and business model.
- Integrates with other software and 3rd party apps (like Google Drive and QuickBooks) and automatic payments through Stripe or PayPal.
- Easy to use law practice management software for adding new clients and projects, managing billable hours and expenses, and viewing performance results for your firm
- Responsive and friendly customer support team that offers 24/7
- Top-of-the-line features for a legal practice management software
- There's no free version. You can either pay for the full license or opt for monthly payments
- Some manual requirements for syncing data between systems and applications
SmartAdvocate is one of the best law practice management software available. It has all the features a law firm needs to run and manage a successful business.
For example, SmartAdvocate has a robust online portal to manage your clients and customers, send invoices, track payments, etc. You can also create an online community for your clients and potential clients with this legal practice management solution.
- Two-way communication tools for clients and legal teams.
- Intelligent, AI-powered dashboard that updates automatically as new information comes in, so you can focus on what matters most.
- An integrated calendar allows you to schedule meetings and events for yourself or other team members.
- Document Management: This feature allows you to store all your documents in one place, which can then be accessed by anyone who needs to view or edit them. You can also create templates for commonly used documents to quickly generate them when required.
- Case Management: With this feature, you can track all your cases and create tasks or reminders for each case. This allows you to stay organized and complete tasks on time, so you don’t miss any deadlines or court dates.
- Time Tracking: This feature allows you to track how much time your employees spend on different tasks throughout the day, week, or month.
- Billing Module: The billing module allows you to manage your clients’ invoices, payments, and statements, as well as estimates and retainers (if applicable).
- The software is easy to use and doesn't require any special training or skills to operate it.
- It has a built-in case management system that helps you easily organize all your cases.
- The document management module helps you store all your documents in one place so that you can easily access them whenever you need them.
- You can easily create templates for different types of legal documents such as contracts, letters, etc.
- All the information is stored in a secure cloud database that can be accessed from any device with an internet connection.
- Expensive legal practice management software plans and pricing
CASEpeer Software is one of the best law practice management software in the industry. It has some fantastic features that make it an excellent choice for all types of law firms, both big and small.
The practice management software is designed to help lawyers manage their cases effectively and efficiently. It offers a lot of features that make it easy to create files, store documents, share information with clients, process payments, track time spent on cases, and much more.
The best part about CASEpeer law firm software is that it is available for free for 30 days, so you can try it out before purchasing. You can download the free trial version directly from their website and get an idea of how this product works before making any decision.
CASEpeer’s core features include:
- Time Tracking: This feature allows you to track your time and expenses, which is crucial for billing purposes. You can also set alerts for upcoming deadlines and billable hours.
- Document Management: CASEpeer’s document management feature is easy to use and lets you store all your files in one place so you can access them whenever necessary.
- Matter Management: This feature allows you to create cases, assign tasks to your staff members, monitor client contact history, track expenses, and more.
- Calendar & Docketing: The calendar feature lets you easily and efficiently track appointments and displays them on an easy-to-read calendar interface.
- Billing and Invoicing: This feature allows users to create professional invoices with just a few clicks. Users can also create estimates that are not billable but still critical for keeping track of time spent on a project.
- The mobile app is easy to use and connects seamlessly with your desktop version, so you can work on any device anytime.
- You can create an unlimited number of users, clients, projects, and tasks.
- Built-in backup system that allows you to export data from your account anytime.
- The law practice management software has an intuitive user interface with robust features for faster workflows.
- It allows users to customize layouts according to their preferences.
- Free trial period to try out the software and its features before purchasing.
- It has a user-friendly interface that can be customized for your needs
- Some people find it hard to use because of its complex features
- The software is only available on Windows operating systems. It is not compatible with Mac or Linux operating systems
9 Legal Files
Legal Files is one of the best law firm management software options for legal document management. It is designed to make managing your practice easier and more efficient, allowing you to focus on what matters—your clients.
Whether you’re a solo practitioner or a larger law firm, Legal Files has the tools to properly streamline and optimize workflows. With its intuitive interface and powerful features, this software can help you manage your caseload from start to finish.
Legal Files offers a lot of features that are essential for managing a law practice:
- File and document management: With Legal Files, you can create an electronic file for every new client and store all their documents in the same place.
- Time tracking and billing: The time tracking feature makes it easy for you to bill all of your hours in one place. So you don’t need multiple spreadsheets or sticky notes to keep track of everything.
- Discovery tools: Legal Files has powerful discovery tools that allow you to search through emails, attachments, and other documents stored on your computer or in the cloud.
- Case management (including court calendars): Your cases are always at hand with this software’s integrated calendar feature. You can easily see how much time has passed since filing a motion or responding to discovery requests from opposing counsel.
- The software can be accessed from any device with an internet connection since it is cloud-based. This means that you can access your files anywhere in the world as long as you have access to a computer or mobile device with an internet connection.
- Real-time file sharing with other users and clients, so everyone involved in the case can have access to all relevant information about it.
- The interface is simple and easy for both new users and experienced professionals alike.
- It has a powerful database structure that allows you to keep track of all your cases, clients and client data, documents, emails, and much more.
- Advanced legal software functions and features.
- Lacks customization options and flexibility.
Law practice management solutions are necessary to optimize the internal processes and workflows within a law firm. Legal practitioners around the world are making use of this technology to manage client records and scale their operations.
Even though you have experience working with different computer programs, practice management systems for legal practices combine all documents, spreadsheets, and important information in one dedicated space. It is crucial to choose a law practice management software that offers the features and tools needed by your law firm.