The Best Legal Case Management Software of 2021

Our legal case management software reviews are the result of over 40 hours of research on 120+ legal case management software companies from across the web. These reviews and our legal case management software guide help small businesses and startups find the best legal case management software for their business.

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How We Chose the Best Legal Case Management Software

Many legal case management software companies offer plans with a variety of features and customization options. This can make it difficult to determine which software is best for your firm. We evaluated these companies based on what’s most important.

Workflow Management

Good workflow management is essential for the success of any law firm. With appropriate workflow management, tasks take less time, and it’s easier to transfer tasks from one staff member to another. Staff members also waste less time waiting for approval from firm partners or senior staff members, making them more productive. We looked for software that helps law firms track court dates, schedule meetings, create reminders and keep track of important tasks.

Billing & Invoicing

A law firm can only be successful if its attorneys send accurate bills and clients pay those bills in a timely manner. Legal case management software should be able to track billable hours and perform other important accounting functions, such as generating invoices or processing online payments. The best software packages also work with several types of billing practices, such as fixed-fee or hourly billing, making it easier to run a profitable firm.

Reporting & Analytics

With the right data, it’s easy to determine what’s working well and what’s not when it comes to managing your law practice. We looked for legal case management software that gives you access to the reporting tools and analytics you need to make wise decisions. For example, some tools allow users to track key performance indicators, highlight business trends and determine which clients bring in the most revenue. Access to real-time data can help attorneys and their staff members determine which activities are the most profitable and which ones are costing the firm money.

The 19 Best Legal Case Management Software Packages of 2021

CompanyPriceFree Trial/DemoMore
10to8Small Business: $0
Basic: $9.60 per month
Grow: $20 per month
Bigger Business: $40 per month
Free versionVisit 10to8
AbacusLaw$69 per user per monthFree demoVisit AbacusLaw
Amicus Attorney$69 per user per monthFree demoVisit Amicus Attorney
CaseMapContact for quote30-day free trialVisit CaseMap
ClioStarts at $39 per user per month7-day free trialVisit Clio
FreshsalesBlossom: $12 per user per month
Garden: $25 per user per month
Estate: $49 per user per month
Forest: $79 per user per month
21-day free trialVisit Freshsales
HoudiniEsqThe Cloud & Beyond: $64 per user per month
In-house Practice: $248 per user per year
In-house Enterprise: $464 per user per year
Free versionVisit HoudiniEsq
InfoFlo$99 one-time fee for on-premise installation
$30 per user per month for cloud-based software
30-day free trialVisit InfoFlo
LawGroStarter: $39 per user per month
Growth: $69 per user per month
7-day free trialVisit LawGro
LegalEdge$750 one-time payment per userFree demoVisit LegalEdge
Needles$85 per user per monthFree demoVisit Needles
OnBase$25,000 one-time paymentNo free trialVisit OnBase
PracticePanther$39 per user per monthFree demo, free versionVisit PracticePanther
Rocket Matter$25 per user per monthFree trialVisit Rocket Matter
SmartAdvocate$99 per user per monthFree demoVisit SmartAdvocate
Synergy Case Management SystemContact for quoteNo free trialVisit Synergy Case Management System
TrialWorksContact for quoteFree demoVisit TrialWorks
XakiaXakia: $45 per user per month
Plus: $70 per user per month
Advance: $90 per user per month
Free demoVisit Xakia
Zola SuiteCore: $59 per user per month
Enterprise: $79 per user per month
Enterprise Plus: $89 per user per month
10-day free trialVisit Zola Suite

10to8

10to8
10to8 isn’t specifically for law firms, but it’s scheduling tools are ideal for attorneys. For solo attorneys who just need a tool for appointment scheduling, the Free Forever plan includes an unlimited number of clients, the ability to set appointments and the option to approve appointments automatically or manually.

The Basic plan costs $9.60 per month and includes a branded booking page and the option to host the page on a custom domain. Users are limited to two staff members and 100 appointments per month. The Grow plan adds the ability to manage meeting rooms and accept bookings at multiple sites. This plan costs $20 per month and has a limit of 300 appointments per month and three staff members. For $40 per month, the Bigger Business plan gives users the ability to switch between time zones. This plan has a limit of six staff members and 600 appointments per month.

PriceFree Trial/DemoFeatures
Small Business: $0
Basic: $9.60 per month
Grow: $20 per month
Bigger Business: $40 per month
Free version>Calendar management
>Time tracking
>Task management
>More features at 10to8

Pros and Cons of 10to8 Legal Case Management Software
10to8 offers multiple appointment types to help users better organize their calendars. Other advantages include SMS text reminders before appointments and the ability to integrate 10to8 with third-party payment systems. Despite these advantages, 10to8 doesn’t offer document-management features, which come standard with many legal case management solutions.

ProsCons
>Integrates with payment systems
>Multiple appointment types
>SMS text reminders
>No document management

What Customers Are Saying
Customers love that 10to8 gives users the option of offering multiple appointment types to their clients. One satisfied user comments, “This is huge…it makes it easy to choose what type of appointment they need.” The 10to8 software also receives positive reviews for its ability to sync with Microsoft Outlook and other third-party calendaring applications.

AbacusLaw

abacus-law
AbacusLaw combines customer relationship management, reporting and analytics, document management and billing functions into one software, making it easier for attorneys to manage their practices. To ensure accurate billing, AbacusLaw has a built-in timer that records time spent discussing cases, preparing legal documents and performing other billable activities. The software also allows attorneys to save files directly to open cases, making it easier to track billable hours and update clients on the status of their legal matters.

Several accounting tools make it easier for law firms to generate invoices and collect outstanding payments. For example, AbacusLaw comes with invoice templates that work for several types of payment arrangements, including hourly billing and fixed-fee billing. The software also creates a chart of accounts, making it easier for law firms to prepare for audits. To help attorneys better manage client relationships, AbacusLaw can also be integrated with Salesforce, Infusionsoft and other third-party applications.

PriceFree Trial/DemoFeatures
$69 per user per monthFree demo>Billing and invoicing
>Client portal
>Case notes
>More features at AbacusLaw

Pros and Cons of AbacusLaw Legal Case Management Software
AbacusLaw integrates with several software packages, such as Microsoft Office 365, HotDocs and Nextiva, to increase productivity and efficiency. It also has time-tracking features to maximize billable hours. The software doesn’t integrate with Westlaw or LexisNexis, however, which is a drawback for firms that already use these products.

ProsCons
>Third-party integrations
>Time tracking
>No Westlaw or LexisNexis integration

What Customers Are Saying
Customers love that AbacusLaw gives them the flexibility they need to handle different types of cases. One satisfied user comments, “We can tailor this program to what we need…based on what our firm does,” making it easier to manage legal matters. Users also appreciate that AbacusLaw makes it easy to keep calendars for multiple attorneys.

Amicus Attorney

Amicus-Attorney
Amicus Attorney has a variety of features to help attorneys manage their cases while remaining productive. The time-tracking feature makes it possible to create accurate records of the amount of time spent on legal work, helping attorneys maximize their billable hours. Users also have access to tools designed to streamline the processes used to manage documents and keep track of the status of each case.

Amicus Attorney includes several helpful building features, including online payment processing and the option of integrating the software with QuickBooks to gain access to additional accounting functions. To improve client relationships and make it easier to manage cases on the go, Amicus Attorney has a mobile app and a client portal. Users also have the option of having the software installed locally or using the cloud-based version. Amicus Attorney offers basic support to every customer, and premium support is available for an additional fee.

PriceFree Trial/DemoFeatures
$69 per user per monthFree demo>Document management
>Time tracking
>Calendar management
>More features at Amicus Attorney

Pros and Cons of Amicus Attorney Legal Case Management Software
Amicus Attorney has time-tracking tools to ensure that each client invoice reflects the amount of work performed on a case. It also gives attorneys the ability to record detailed case notes and store them in the system. The main drawback of Amicus Attorney is that it isn’t compatible with LexisNexis or Westlaw.

ProsCons
>Time tracking
>Case notes
>Doesn't integrate with LexisNexis or Westlaw

What Customers Are Saying
Amicus Attorney has been praised for its ability to help attorneys save time. One satisfied user states that Amicus Attorney helps “streamline repetitive tasks and entries” to increase efficiency and free up time for other activities. The software also receives high marks for helping attorneys reduce their overhead expenses.

CaseMap

CaseMap
The CaseMap software from LexisNexis is designed to help attorneys organize and analyze case evidence. Because it’s produced by LexisNexis, CaseMap is one of the few legal case management packages to integrate with other LexisNexis applications, which is especially helpful for law firms already using at least one LexisNexis tool. CaseMap allows attorneys to store documents in multiple formats and then search those documents for the information needed to build a case. The software also makes it easier to organize witness lists, create document indices and develop a time line of facts.

With CaseMap, attorneys can visualize case data and use a feature called Fact Card View to see whether the facts support a current case. Built-in features make it easier to identify fact patterns and develop successful litigation strategies. CaseMap also has collaboration tools to help attorneys communicate with their staff members and distribute important information to clients and expert witnesses.

PriceFree Trial/DemoFeatures
Contact for quote30-day free trial>Time tracking
>Task management
>Client portal
>More features at CaseMap

Pros and Cons of CaseMap Legal Case Management Software
CaseMap integrates with other software, including LexisNexis, to increase productivity and automate the activities involved in managing a legal practice. It also has several features to help with document management, such as the ability to save in several formats. One disadvantage of CaseMap is that it doesn’t have calendar-management tools.

ProsCons
>Integrates with other software
>Helps with document management
>Doesn't include calendar management

What Customers Are Saying
Customers love that CaseMap makes it easy to find information about cases and clients. One reviewer writes, “I love that you can tag certain pieces of information or people within facts and easily search and sort by those key pieces.” Users also appreciate that CaseMap allows them to map out fact patterns.

Clio

Clio
Clio has four software packages for small and mid-sized law firms. The Starter package costs $39 per month and includes several features aimed at making it easier to track time and send invoices. Clio Starter also includes basic reporting and calendaring features. Upgrading to the Boutique plan gives users access to additional features, such as custom fields, a firm dashboard and electronic signatures. Clio Boutique, which costs $59 per month, can also be integrated with more than 200 third-party applications.

Clio Elite costs $99 per month and includes additional features designed to help attorneys manage their cases efficiently. These tools include advanced tasks, matter budgets, advanced reporting and the ability to set up court calendaring rules to prevent scheduling conflicts. For $115 per month, Clio Suite gives attorneys access to everything in the Elite plan, along with intake forms, email automation and CRM tools to help attorneys maintain positive relationships with clients.

PriceFree Trial/DemoFeatures
Starts at $39 per user per month7-day free trial>Time tracking
>Calendar management
>Billing and invoicing
>More features at Clio

Pros and Cons of Clio Legal Case Management Software
Clio integrates with QuickBooks and Microsoft Office, giving users access to additional features. It also provides access to dashboards that give attorneys an overview of everything happening in their firms. One important drawback is that the Starter package only includes billing and time-tracking features. Users who want additional features must pay to upgrade.

ProsCons
>Integrates with QuickBooks and Microsoft Office
>Firm dashboards provide an overview of activity
>Starter package only includes billing and time tracking

What Customers Are Saying
Users rave about Clio’s flexibility and reliability, which make it easy to manage “client matters, billing, and a host of miscellaneous issues and data.” The software also receives positive reviews for its help feature, which is searchable and provides instant access to how-to guides on using Clio’s most important features.

Freshsales

Freshsales
Freshsales is a general customer relationship management software, but it’s helpful for attorneys because it includes several features that make it easier to convert leads into paying clients. The software allows law firms of all sizes to create tailored marketing campaigns and capture visitor information. With the Freshchat tool, staff members can communicate with web visitors, making it more likely that those visitors will schedule a consultation. Users also have the option of creating custom web forms to increase their conversion rates.

Freshsales can also help law firms increase engagement among their current clients. It does this by making it possible to personalize the communication process. For example, Freshsales has activity tracking to help users understand what their customers do when visiting a law firm website. Freshsales offers two-way email syncing, notifications and the ability to make and receive calls from within the software, all of which make it easier to follow up with clients.

PriceFree Trial/DemoFeatures
Blossom: $12 per user per month
Garden: $25 per user per month
Estate: $49 per user per month
Forest: $79 per user per month
21-day free trial>Conflict management
>Reporting
>Case notes
>More features at Freshsales

Pros and Cons of Freshsales Legal Case Management Software
Freshsales comes with helpful CRM tools to help law firms convert more of their leads into clients. It also uses artificial intelligence to make predictions, giving attorneys the insight they need to make better decisions. The main drawback of Freshsales is that the software doesn’t include billing and invoicing tools.

ProsCons
>CRM tools to convert leads into clients
>Artificial intelligence to make predictions
>Doesn't include billing and invoicing features

What Customers Are Saying
Users praise Freshsales for making it easier to manage leads, with one reviewer noting that it’s simple to set up “click tracks, call and email reminders and notes on the account.” Freshsales has also been praised for making it easier to build strong relationships with clients, which helps increase engagement.

HoudiniEsq

HoudiniEsq
HoudiniEsq gives firms the option of accessing cloud-based software or paying to have software installed on their premises. The cloud option costs $64 per user per month, and the in-house options cost $248 per user per year (Practice) and $464 per user per year (Enterprise). All three packages give users access to a variety of features designed to maximize billable hours and make it easier to manage the back-end operations of a legal practice. One of those features is the ability to view upcoming tasks, notices, important dates, outstanding bills and case dispositions on a single screen, making it easy to understand the status of a case with just a few clicks.

HoudiniEsq makes it easier to manage documents by allowing attorneys and their staff members to save emails and email attachments. All saved documents are also searchable, reducing the amount of time it takes to find important information.

PriceFree Trial/DemoFeatures
The Cloud & Beyond: $64 per user per month
In-house Practice: $248 per user per year
In-house Enterprise: $464 per user per year
Free version>Third-party integrations
>Document management
>Calendar management
>More features at HoudiniEsq

Pros and Cons of HoudiniEsq Legal Case Management Software
HoudiniEsq has advanced billing features to help attorneys meet their trust accounting obligations. It also integrates with several third-party applications, including Google, Outlook and QuickBooks, giving users access to additional accounting and productivity features. One disadvantage of using the free version is that the chat tool is only available on paid accounts.

ProsCons
>Advanced billing features for accurate trust accounting
>Integrates with Google, Outlook and QuickBooks
>Free version is missing the chat feature

What Customers Are Saying
HoudiniEsq receives excellent reviews for its customer service. One user writes that the agent was the “best support person that I’ve had the pleasure of getting assistance from across all of the technical systems and software that I’ve used.” Customers also love that HoudiniEsq has a free version for solo attorneys.

InfoFlo

InfoFlo
InfoFlo is a CRM tool designed to make it easier for users to manage client relationships and collaborate with each other. The basic package gives users the ability to create custom fields, including check boxes and dropdown menus, create tasks and set pop-up reminders. For users who need help with contact management, InfoFlo tracks and manages several types of data. Each client’s contact information links to a single contact record, making it easy to find email addresses, telephone numbers and mailing addresses. InfoFlo also makes it possible to share contacts and projects with other users.

The basic package costs $99 for on-premise installation or $30 per user per month for the cloud-based version. For an additional fee, users can integrate InfoFlo with several third-party applications, including Google, Outlook, QuickBooks and InfoFlo Talk. InfoFlo also has iPhone and Android applications, making it easy to look up contact information in court or at off-site meetings.

PriceFree Trial/DemoFeatures
$99 one-time fee for on-premise installation
$30 per user per month for cloud-based software
30-day free trial>Reporting
>Expense tracking
>Conflict management
>More features at InfoFlo

Pros and Cons of InfoFlo Legal Case Management Software
InfoFlo has several advantages, including a variety of tools to help law firms convert more of their prospects into clients. At a one-time fee of just $99, the on-premise option is also extremely affordable. One con is that InfoFlo offers limited integrations. For example, it isn’t compatible with LexisNexis or Westlaw.

ProsCons
>Tools to convert prospects into clients
>On-premise option costs just $99
>Limited integrations

What Customers Are Saying
Customers appreciate that InfoFlo has many features designed to make task management easier. One user comments, “It helps me structure my days [and] keeps my focus on all aspects of the business.” Customers also love that it’s easy to transition to InfoFlo from another legal case management software.

LawGro

LawGro
LawGro uses artificial intelligence to help attorneys track time spent on billable activities. The Starter package accommodates up to three members and costs $39 per user per month ($29 per user per month if billed annually). Starter users can define up to three custom rules and file up to 15 hours of time per week. The Growth plan costs $69 per user per month ($59 per user per month if billed annually) and accommodates up to 25 team members. Users have access to unlimited advanced rules, priority support and advanced billing validations. The Growth plan also allows users to file an unlimited number of hours each week.

Both plans have apps available for Mac, Windows, Android and iPhone, browser extensions to track time spent on legal research and the ability to work across platforms. LawGro can be integrated with several popular case management tools, including LexisNexis, Clio, Rocket Matter and PracticePanther.

PriceFree Trial/DemoFeatures
Starter: $39 per user per month
Growth: $69 per user per month
7-day free trial>LexisNexis integration
>Conflict management
>Billing and invoicing
>More features at LawGro

Pros and Cons of LawGro Legal Case Management Software
LawGro has many helpful features to help law firms save time and maximize their billable hours, including one-click filing of time logs and the use of artificial intelligence to adapt to each attorney’s work style. The main drawback is that LawGro integrates with LexisNexis but not Westlaw.

ProsCons
>One-click filing of time logs
>AI to speed up time tracking
>Doesn't integrate with Westlaw

What Customers Are Saying
Customers love that LawGro helps them build better relationships with prospects and clients. One user praises the software for helping his firm
“capture feedback from our clients and manage our reputation more professionally.” Users also appreciate that LawGro integrates with the Westlaw software, making it easy to import information.

LegalEdge

leagle-edge
LegalEdge offers case management software designed specifically for prosecutors, public defenders and attorneys with local governments and municipal agencies. The version for prosecutors includes customized screens for different types of cases, such as juvenile dependency, adult criminal matters and traffic citations. Users also have access to custom intake workflows and a tool that makes it easy to reassign cases.

Public defenders have access to many of the same features, including customized screens, case intake workflows and the Reassign Cases tool. LegalEdge can also be set up to interface with local jails and courts, making it easy to set up new cases and assign them to a public defender. The agency/municipal version is designed to help government employees increase their efficiency. It includes customized screens for cases involving contracts, litigation and Freedom of Information Act requests. LegalEdge also provides public school districts with tools to help them manage civil rights cases and student disciplinary issues.

PriceFree Trial/DemoFeatures
$750 one-time payment per userFree demo>Expense tracking
>Calendar management
>Document management
>More features at LegalEdge

Pros and Cons of LegalEdge Legal Case Management Software
The main advantage of LegalEdge is that it gives users access to a variety of features designed especially for prosecutors, public defenders and government employees. The main disadvantage of the software is that it doesn’t have time-tracking features, which means users must find a separate tool for keeping time logs.

ProsCons
>Designed specifically for government use>Doesn't have time-tracking tools

What Customers Are Saying
Customers love that even though the software comes with many standard reports, “Legal Edge employees have gone out of their way to custom build reports as needed.” Users also praise LegalEdge for making it easier to produce government-mandated reports and allow members of the public to access them, increasing transparency.

Needles

needles
Needles uses intelligence gathered from thousands of law firms to streamline the processes involved in case management. With seamless case workflow, users have more control over their tasks, communications and calendars, giving them more time to work directly with clients. The software also has several tools to help attorneys with document management. For example, once a document is prepared, it can be sent to a client via DocuSign, eliminating the need to schedule an in-office appointment. Needles also has helpful search and filter functions to make it easier to find needed information.

Needles allows users to build custom dashboards, giving them access to the data needed to make good business decisions. The managing partner’s dashboard, for example, makes it easy to see which cases make up the bulk of a firm’s revenue. Partners can also see how many cases are assigned to each attorney, which can be helpful for assessing workflow.

PriceFree Trial/DemoFeatures
$85 per user per monthFree demo>Calendar management
>Time tracking
>Expense tracking
>More features at Needles

Pros and Cons of Needles Legal Case Management Software
Needles has customizable intake options to capture client information and send it to the right person with just a few clicks. It also has checklists to help keep tasks organized. The drawback of all these options is that there’s no free trial for testing them out.

ProsCons
>Customizable intake options
>Checklists to organize tasks
>No free trial

What Customers Are Saying
Customers appreciate that Needles is a robust tool for legal case management. One user comments, “I like that Needles gives you a lot of reporting capabilities, categories, and checklists to be able to manage cases better.” Users also like that Needles integrates with other applications, such as Microsoft Outlook, for expanded functionality.

OnBase

OnBase
OnBase is designed to help firms manage cases more efficiently, giving attorneys and their staff members more time to spend on revenue-producing activities. Instead of offering a one-size-fits-all solution, OnBase offers separate modules, giving firms the opportunity to create custom packages that meet their specific needs. The software captures files in almost any format, extracts relevant information and sends the information to users within minutes. OnBase also helps with compliance and risk management by making it easier to protect information or destroy it according to relevant regulations.

Users have access to real-time data, creating opportunities for process improvement and better decision making. The software also records the health of the system, prompting account owners to take action if a process is inefficient or unnecessary. OnBase can be integrated with several third-party applications, giving users access to additional information that can be helpful in managing legal cases and meeting the needs of clients.

PriceFree Trial/DemoFeatures
$25,000 one-time paymentNo free trial>Reporting
>Conflict management
>Billing and invoicing
>More features at OnBase

Pros and Cons of OnBase Legal Case Management Software
OnBase has reporting dashboards that give users a 360-degree picture of what’s happening in their firms. Another advantage is that all features are available on a single platform, ensuring everyone is on the same page. The main drawback of OnBase is that it is somewhat limited in its integration options compared to other legal case management software.

ProsCons
>Reporting dashboards give an overview of firm performance
>All features available on a single platform
>Limited third-party integrations
>No free trial

What Customers Are Saying
Customers praise OnBase for how easy it is to integrate the software with other applications. One reviewer notes, “The software does an excellent job in communicating with other programs,” giving users extra peace of mind. OnBase also receives positive views for the level of support provided by the company’s customer service representatives.

PracticePanther

PracticePanther
PracticePanther has three plans available to help attorneys streamline their office activities and spend more time on legal matters. The Solo plan costs $39 per user per month and is designed to help small firms manage cases efficiently. This plan includes basic templates, a daily agenda email and real-time notifications to remind attorneys and support staff of important deadlines. For $59 per user per month, the Essential plan gives users access to everything in the Solo plan, plus email and calendar syncing, the ability to add multiple bank accounts and alerts when clients view their invoices.

The Business plan, which costs $79 per user per month, gives firms access to additional billing and CRM features, such as attorney revenue reporting, intake forms, custom calendar rules and SMS alerts. For Business users, PracticePanther also offers unlimited training, free data migration and a dedicated customer success manager to provide after-sale support.

PriceFree Trial/DemoFeatures
$39 per user per monthFree demo, free version>Third-party integrations
>Billing and invoicing
>Case notes
>More features at PracticePanther

Pros and Cons of PracticePanther Legal Case Management Software
Practice Panther helps attorneys save time with its one-click billing feature, which makes it possible to send an invoice in just a few seconds. It also has a client portal to enhance communication. One potential drawback is that Practice Panther doesn’t allow users to set up auto-billing on certain types of fee arrangements.

ProsCons
>Client portal to increase engagement
>One-click billing
>Difficult to work with certain billing arrangements

What Customers Are Saying
Customers appreciate that Practice Panther is always working to make its software better and help users understand how to use every feature. One user states, “They add features on a regular basis and have loads of training.” Practice Panther also receives positive reviews for speeding up processes and giving employees more time to work with clients.

Rocket Matter

Rocket-Matter
Rocket Matter is a cloud-based software designed to help law firms increase productivity and streamline the processes involved in billing and collecting payments. For $25 per user per month, the Essentials plan has everything a law firm needs to get started, including conflict checks, matter management, trust accounting, document storage and calendaring. These features emphasize the importance of tracking time, sending bills in a timely manner and managing cases effectively.

The Pro plan costs $59 per user per month and is designed for firms interested in growing their revenues. It includes everything in the Essentials plan, along with advanced customizations, matter templates, document assembly and a client portal for improved relationship management. Rocket Matter Pro can be integrated with QuickBooks, Outlook and other third-party applications to increase productivity. The Pro plan also has advanced billing tools, such as the option of adding discounts or interest charges to client invoices.

PriceFree Trial/DemoFeatures
$25 per user per monthFree trial>Time tracking
>Billing and invoicing
>Case notes
>More features at Rocket Matter

Pros and Cons of Rocket Matter Legal Case Management Software
Unlike many software packages, Rocket Matter makes every feature available for one price, eliminating the need to upgrade to a more expensive option. The cloud-based software can also be accessed from anywhere with an internet connection. Despite these pros, Rocket Matter doesn’t integrate with Westlaw or LexisNexis.

ProsCons
>All features available for one price
>Cloud-based for ease of access
>Missing some helpful integrations

What Customers Are Saying
Customers praise Rocket Matter for its emphasis on case management, with one user commenting that the software “keeps track of all your matters and clients” to save time and increase efficiency. Users also love that Rocket Matter makes all of its features available at one low price rather than separating them into different pricing levels.

SmartAdvocate

SmartAdvocate

SmartAdvocate’s mission is to provide a customizable case management system with routine software enhancements to increase the overall efficiency and profitability of law firms. The software comes with more than a dozen reports and dashboards, making it easy to track not only the details of a case, such as statutes of limitation and medical records requests, but also vital operational information about the firm. SmartAdvocate’s many automation tools speed up the processes required in legal case management. At the heart of SmartAdvocate’s automation capabilities is the feature for users to create custom WorkPlans and set up Automated Procedures that are triggered by various stages of a case. The software makes it easy to create templates of Word, Excel, and PDF files with personalized information from a particular case with the integration of 2,500+ merge codes.

When using SmartAdvocate, a firm will be able to enhance their client satisfaction, starting with the available capabilities of the Client Portal. This allows law firms to grant their clients instant access to legal documents, case notes, and case calendars. Clients will immediately feel like a priority, without expending any more staff time. SmartAdvocate also simplifies the organizational process for staffs with the use of several helpful calendaring tools, such as the ability to view a calendar for a single attorney or every attorney in the firm.

PriceFree Trial/DemoFeatures
$99 per user per monthFree demo>Reporting & Dashboards
>Automated Procedures
>Advanced Calendaring
>More features at SmartAdvocate

Pros and Cons of SmartAdvocate Legal Case Management Software
The main advantage of SmartAdvocate is that clients can choose between the Cloud and Server versions of the software. SmartAdvocate also has many helpful features, including WorkPlans, to automate tasks and increase productivity. The software has more dashboard options than many competing packages, which can be a little confusing for new users.

ProsCons
>Option of on-premise or cloud-based software
>Automates tasks to save time
>Dashboard options can be confusing

What Customers Are Saying
Users love that SmartAdvocate has more features than many competing software packages. One user states that he “spent a tremendous amount of time with demos on other CMS systems and believed (and still believe) SmartAdvocate is the best of the bunch.” SmartAdvocate also gets positive reviews for offering excellent customer support.

Synergy Case Management System

Synergy-Case-Management-System
Synergy Case Management System is designed to automate court processes and make it easier for citizens to access legal services. To reduce the number of unprocessed cases in a court system, Synergy offers electronic case filing, which makes it possible to create new case records and back up existing records in a searchable database. Attorneys can also file their documents electronically, eliminating the need to print and store many pages of documents.

The software also includes tools to help users manage their workflows, schedule court hearings and generate reports. For users who need help with workflow management, Synergy helps automate filing, approval and appeal processes. The calendar module allows users to schedule hearings, set up notifications and measure the amount of time between the time each case is filed and when it is closed. Synergy Case Management System also enables users to publish court reports, increasing transparency and public trust.

PriceFree Trial/DemoFeatures
Contact for quoteNo free trial>Expense tracking
>Reporting
>Task management
>More features at Synergy Case Management System

Pros and Cons of Synergy Case Management System Legal Case Management Software
A major advantage of Synergy Case Management System is that it interfaces with local courthouses and correctional facilities, making it easy to schedule hearings. It also has calendaring tools to help keep track of hearing dates and deadlines. The most significant drawback is that it doesn’t accept online payments.

ProsCons
>Interfaces directly with legal systems
>Calendaring tools to keep track of important dates
>Doesn't accept online payments

What Customers Are Saying
Customers live that Synergy Case Management System has all the tools needed to automate some of the most critical tasks involved in legal case management. One user notes that the software helps to “fully automate judicial and administrative procedures” in both civil and criminal cases. Synergy Case Management System has also been praised for giving users access to helpful data and reports.

TrialWorks

TrialWorks
TrialWorks offers cloud-based and on-premise software to make it easier to manage legal cases. Both versions have many of the same features, including document generation, SMS messaging, advanced reporting capabilities, custom dashboards and a trial notebook to make it easier to track case information. The cloud-based version has some additional features, such as dedicated Windows servers, dedicated support and access to the latest edition of Microsoft Office. TrialWorks has a tab format that makes it easy to find information quickly, saving attorneys time and making them more productive.

The software is designed for attorneys involved in litigation, so it has several features that make it easier to search documents, save information from depositions and keep track of statutes of limitations. TrialWorks can also be integrated with several third-party applications, including QuickBooks and TimeSlips for accounting, Legal Intake Professionals and Captorra for client intake and XeBee or MediConnect for medical records.

PriceFree Trial/DemoFeatures
Contact for quoteFree demo>Calendar management
>Time tracking
>Client portal
>More features at TrialWorks

Pros and Cons of TrialWorks Legal Case Management Software
TrialWorks has several advantages, including the fact that it includes SMS messaging to help attorneys stay in touch with clients without having to make additional phone calls. It also stores all case-related information in one place. A potential drawback of TrialWorks is that it doesn’t integrate with some popular legal applications, such as Westlaw.

ProsCons
>Puts all case information in one place
>SMS messaging makes it easy to connect with clients
>Missing some key integrations with other software

What Customers Are Saying
Customers love that TrialWorks has many features to help with document management. One satisfied user states, “It is SO easy to file email correspondence into TrialWorks.” Reviewers have also commented on how easy it is to integrate TrialWorks with Outlook and QuickBooks to gain access to additional features.

Xakia

Xakia
Xakia aims to help in-house legal teams create a centralized information hub, making it easier for attorneys and support staff to collaborate. The software has several features to improve efficiency when it comes to matter management, such as tools for managing deadlines and creating reports for clients and other interested parties. Interactive dashboards allow users to visualize their workflow, making it easier to spot potential trouble areas and identify areas for improvement. Xakia also has custom legal request forms, a ticketing system and other tools to help in-house counsel match requests with personnel.

The internal client portal, available with Xakia Advance, is designed to keep clients informed about the status of each case. With the portal, clients can see who is assigned to a case and find out when they can expect to receive completed legal work. This reduces the amount of time spent updating clients, giving attorneys more time to do legal work.

PriceFree Trial/DemoFeatures
Xakia: $45 per user per month
Plus: $70 per user per month
Advance: $90 per user per month
Free demo>Calendar management
>Third-party integrations
>Time tracking
>More features at Xakia

Pros and Cons of Xakia Legal Case Management Software
Because it puts all case-related information in one place, Xakia eliminates the need to use multiple spreadsheets for matter management. It also displays data visually to make it easier to identify trends. One disadvantage is that Xakia doesn’t have automated document-management tools, which can cause users to spend extra time creating and retrieving documents.

ProsCons
>Tracks legal matters in one location
>Data visualization tools provide key insights
>Lacks document-management tools

What Customers Are Saying
Customers love that Xakia was designed for use by in-house counsel and their staff members, giving corporate legal teams the opportunity “to allocate resources better and respond to demands/challenges of modern business in a proactive rather than reactive matter.” Xakia also receives positive reviews for its ability to generate custom reports.

Zola Suite

Zola-Suite
Zola Suite has a variety of features to help law firms with matter management, billing, accounting and reporting activities. It also has built-in CRM tools to help attorneys and their marketing teams convert prospects into paying clients. These CRM tools automatically import new leads into Zola Suite, integrate with custom forms and produce reports to help attorneys understand where their best leads come from. Once a prospect is converted into a client, Zola Suite gives attorneys access to matter dashboard, custom matter lists and custom fields. Attorneys can set matter-level restrictions to ensure confidentiality.

Zola Suite has built-in tools for email management, making it possible to convert an email into a task, create time entries while composing messages and associate email contacts with the right case. The software also has features to help with document management and task management, such as automatic document versioning, tagging, task templates and deadline notifications.

PriceFree Trial/DemoFeatures
Core: $59 per user per month
Enterprise: $79 per user per month
Enterprise Plus: $89 per user per month
10-day free trial>Document management
>Client portal
>Billing and invoicing
>More features at Zola Suite

Pros and Cons of Zola Suite Legal Case Management Software
Zola Suite has excellent email-management capabilities, which enables users to save emails to their associated cases. The software also has CRM tools to help attorneys build strong client relationships. The main drawback of Zola Suite is that it doesn’t integrate with third-party applications, which means users may have to use more than one software for case management.

ProsCons
>Excellent email management
>CRM tools to improve client relationships
>Doesn't integrate with third-party applications

What Customers Are Saying
Customers love that Zola Suite combines many functions into one affordable software package. One reviewer states, “I highly recommend it if you are looking for an all in one design that can capture time, billing and files.” Users also appreciate that Zola Suite streamlines the many processes involved in matter management, helping them increase efficiency.

What Is Legal Case Management Software?

Legal case management software streamlines the processes and procedures of attorneys, paralegals and support staff. Every legal matter, from contract disputes to criminal cases, involves deadlines, documents and key stakeholders. Legal case management software makes it easy to manage all of these elements, preventing details from falling through the cracks and damaging an ongoing case.

Many companies offer on-premise and cloud-based versions of their software. Cloud-based software is usually more expensive because it’s updated regularly to give law firms access to new features. Despite the increased cost, using cloud-based software does have some advantages. For example, attorneys can access their software from any computer with an internet connection. On-premise installations are less expensive, but users don’t receive any updates unless they pay to upgrade to a newer version of the software.

Our rankings focus on legal case management solutions that make it easier to manage documents, send invoices, collect payments and track the amount of time spent on billable activities. Some of the top software packages have additional features, such as integration with third-party accounting and CRM applications or the ability to connect directly to local court and jail systems.

Benefits of Legal Case Management Software

Legal case management software has many benefits for law firms and solo attorneys, including the following:

  • Increase revenue. Legal case management software makes it easier to track billable hours, ensuring that attorneys get paid for every minute they spend on case work. This type of software also helps attorneys save time on administrative activities, leaving them more time to find new clients.
  • Streamline time-consuming processes. Manual processes take up time that support staff could be spending on other activities, such as following up with clients. Legal case management software automates many of these processes, giving employees more time to spend on essential tasks.
  • Stay on top of deadlines.Attorneys must be aware of many important dates, including statutes of limitation, trial deadlines and discovery deadlines. Missing one of these dates could be disastrous for an open matter. Legal case management software makes it possible to create custom calendars and set up reminders, ensuring attorneys and their staff members meet every deadline.
  • Make better decisions.With a paper-based system, it’s difficult to find the data you need to make good decisions. Legal case management software makes it easier to generate reports, giving attorneys the information they need to make decisions related to staffing, client management and accounting.

Must-Have Features for Legal Case Management Software

Good legal case management software should help attorneys and their staff members with workflow management, billing and invoicing, and reporting and analytics. Workflow-management tools make it easier to schedule appointments, track deadlines, set up reminders and assign tasks to employees. For example, many software packages enable attorneys to set up alerts for approaching deadlines and notify staff members if any of their tasks are overdue.

The success of a law firm depends on how much time attorneys spend on billable activities versus non-revenue-producing administrative activities. Legal case management software helps attorneys maximize their billable hours by reducing the amount of time spent on time tracking, billing and other tasks. Some packages also have features that make it possible to generate invoices, send payment reminders to clients or accept online payments. The best legal case management software makes it possible to set up auto-billing and work with different billing methods.

With the right reports, it’s much easier for attorneys to make good decisions regarding the cases they accept and the billing practices they follow. Legal case management software gives attorneys and support staff access to the data needed to see which practice areas are the most profitable or determine if one type of fee arrangement brings in more revenue than another.

The Cost of Legal Case Management Software

The cost of case management software ranges from $0 all the way up to a one-time fee of $25,000. Free software is ideal for solo attorneys who don’t have enough clients to justify the purchase of a more robust system. Although these software packages have some helpful features, it’s important for users to understand that they may be limited in terms of how many people can use the system or how many active cases are allowed at one time.

For attorneys who need software with fewer restrictions, many packages cost between $25 per user per month and $99 per user per month. These mid-range options usually have a variety of billing, task management and document management features. They may also integrate with common productivity tools, such as Microsoft Outlook for email management or Microsoft Word for document creation.

At the top of the price range are feature-rich software packages offered by well-known companies like LexisNexis. These options are usually best for large law firms with many paralegals and support staff members. High-end software packages may have more integrations or advanced analytics to help partners make better decisions about staffing and case management. Some even use artificial intelligence to make predictions related to profitability.