Legal teams require software that allows them to manage cases, clients, contracts, and even accounting processes invoicing billable hours. Essentially, they need a system that has a combination of document management, CRM, accounting, scheduling and time tracking, and project management components. These tools help facilitate day-to-day operating procedures. These procedures include preventing repeated data entries and reviewing statutes of limitations and conflicts of interest. They also assist in the process of sharing secure information within the firm. Additionally, this type of platform allows legal teams to draft documents, track communication, and create to-do lists.
When choosing a platform for your legal team, it must have all the above capabilities, but you also need to decide what added features you want. For example, is having ai contract software necessary for your firm? What operating system capability do you need? Do you want Microsoft Office integration? These are just some of the questions you have to consider when choosing a legal management solution.
To help you in your search we’ve compiled a list of the best software for legal teams:
Evisort is a cloud-based solution that uses advanced ai software to facilitate your contract workflow by extracting, classifying, and tracking critical provisions in all your documents. This system is ready out-of-the-box and comes with pre-trained algorithms. It also has the option of training and tagging your own ai. Furthermore, the platform expedites the contracting process, doing everything from Contract Generation to Benchmarking and Analytics. With this program, you can integrate with your current storage, or you can use its independent centralized storage. Additionally, Evisort works with multiple types of documents, such as PDF and Word.
Clio is a web-based solution designed for small firms or individual lawyers. It’s meant to replace multiple systems by combining document management, case management, and accounting software into one system. Clio features a CRM, as well as time-tracking and task management components. This platform automates tasks to minimize paperwork, and reduce redundancies. Additionally, it provides users with a centralized overview of the firm’s finances, critical tasks, and upcoming appointments.
Thomson Reuters ProLaw
ProLaw combines case and matter management, time entry, billing, accounting, and reporting into a single integrated solution. Using ProLaw, firms can fully automate their practice and connect to the entire organization from a single platform. This system integrates with several popular applications such as Word, Microsoft Outlook, and Westlaw court rules. Additionally, firms are able to manage the complete lifecycle of their clients from anywhere using ProLaw Mobile or the ProLaw Portal.
LawGro is a time-keeping software that is powered by artificial intelligence. The platform creates timesheets for lawyers, tracking their billable hours in the background of their computer and filing the timesheets appropriately. This program also features a legal CRM, expense tracking, legal case management, task management, document management and automation, engagement letters, conflict search, client intake forms, and reporting and analytics.
MyCase offers a web-based practice management system created for small firms or individual legal professionals. This solution aims to assist lawyers by alleviating the burden of high caseloads, poor communication, and project management operations through an all-in-one, secure solution. The program features a client portal through which you can access case management tools, legal billing, invoicing, and online payment options. You can also access contact, client, calendar, document, and email management. Additionally, the portal connects you to trust accounting, workflows, document storage, and direct messaging.
Rocket Matter is a cloud and mobile legal practice management program that incorporates time and billing software. It’s able to integrate with email and includes document management and calendar features. Additionally, Rocket Matter boasts the most configurable set of security permissions. They promise that their security features will secure your data from external and internal breaches.
Actionstep is an end-to-end solution cloud-based solution. It offers both matter management tools, business administration automation, and an internal billing and accounting system. Actionstep features automated workflows, document automation, and document management. This program’s accounting system includes multi-currency and multi-divisional features in addition to financial reporting. Actionstep also offers integrated trust accounting, helping firms to manage the funds’ clients hold in their bank accounts. Additionally, the software integrates with Microsoft Office.