Top 4 Legal Document Management Software (Jan 2023)

2023's Best 5 Legal Document Management Systems

Shlomi LaviShlomi Lavi / Jan 30, 2023

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1. mattero

  • Best for: Start up, Small business, Private use
  • Price: starts at $30 per user/month
  • Jan 01, 2023
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It is quick and easy to add documents to a matter or contact. Matter and contact information seamlessly merge into a pre-defined document template saving you time usually spent on administrative tasks. mattero drag and drop feature saves documents and emails directly into the document folder.

2. TrialWorks

  • Best for: Small, medium and large size businesses
  • Price: starts at $495 per license
  • Jan 30, 2023
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TrialWorks is a growing cloud-based Legal Management software, it is designed to support small, medium and large size business. TrialWorks received a rating of 4.4 from ITQlick team. The software cost is considered a bit pricey (4.9/5) vs their competitors.

3. iManage

  • Best for: Medium and large size businesses
  • Price:
  • Apr 04, 2022
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iManage HR is a cloud-based human resource solution that helps automate and streamline the corporate business HR practices such as payroll processing routines. Its core features include compensation management, benefits management, and recruitment management solutions.

4. Closing Table

  • Best for: Small, medium and large size businesses
  • Price: starts at $50 per month
  • Jul 16, 2022
Compare Closing Table Vs. mattero

Closing Table is a legal document management solution for businesses of all sizes. It offers such services as workflow management, version control, remote document access, and others. The software was designed and launched by Inc headquartered in California, United States.

Pricing Guide - Legal Document Management Software:

Legal Software Pricing

Most cloud-based legal software tools in the market are priced on a per lawyer per month basis, and their prices fall between the ranges of $20 to $50 and $50 to $80 per user monthly. For example, App4Legal pricing starts from $19 per user month, with an option for Standard and Premium plans, which cost $29 and $39 respectively per month. Amberlo pricing for each of their 3 plans is $25, $35, and $55. Also, some products are priced per case per month. For example, CasePacer costs $5 per case monthly.

In addition, most legal software have different price points based on the size of a law firm or an agency; hence, price points may differ.

  • Small Business: Solo lawyers, attorneys, or legal clinics can expect to pay within the range of $35 to $60 per user monthly. For example, CasePeer cost price starts from $55 per user monthly, MerusCase from $49 per user monthly, and Amicus Attorney pricing goes for $49 per user monthly.
  • Medium Businesses: Law agencies with two or more legal practitioners can expect to pay within the range of $60 to $100 per user monthly for legal software. For instance, CoCounselor pricing starts from $80 per user monthly, CloudLex costs $65 per user monthly, and SmartAdvocate pricing from around $90 per user a month.
  • Large Businesses: law firms with a large workforce can expect prices that fall between $60 to $100 per month for legal software. However, prices are based on the number of active users; hence, firms with a large workforce can expect discounts. For example, Zola Suites pricing starts from around $60 for a single user but costs around $50 for up to 10 users each.

Furthermore, Legal software best of breeds and their respective price ranges are as follows:

  • Legal Case Management Software Most Legal case management software have prices that fall between $15 and $59 upwards. Also, most products are priced on a per-user, per-month basis. For example, ServeManager pricing starts from $39 per user monthly, LawCus pricing from around $34 per user monthly, and Perfect Practice from around $45 per user per month.
  • Family Law Software Law agencies can expect to pay prices that fall between the ranges of $15 to $60 and $60 to $150 for family Law Software. Also, most products are priced per user and on a monthly basis. For example, Dibcase pricing starts from $39 per user monthly, LawGro costs $34 per user monthly, and Osprey Approach from $130 per user monthly.
  • Legal Calendaring & Docketing Software The price points for most calendaring & docketing software fall within $30 and $80. For example, Law Toolbox costs $36 per user monthly, DocketTrac pricing goes for $75 per user monthly, and DSWings costs around $65 per user a month.
  • Legal Billing Software Most legal billing software have perpetual licenses that can be bought with a one-time fee and this ranges from $90 to $500. However, there are others with monthly price tags that cost between $15 to $70. For example, HyperLogs pricing starts from $19 per user monthly, while TimeNet Law costs a one-time fee of $249. Also, RTG Bills have a one-time fee of $96.
  • Legal Document Management Software Most Legal Document Management software pricing lies between $30 to $80 per user, per month. However, a few with more robust features can cost as high as $1,000 per month. For example, PDFelemet pricing starts from $70 per month, and Bigle Legal costs $49 per month. Meanwhile, Closing Folders costs $1,000 per month.
  • Law Practice Management Software The prices for law practice management software can be broken into three tiers, from $8 to $39, $39 to $65, and above $65 on a monthly basis. For example, ROSS pricing starts from $70 per user monthly, Continux pricing goes for $60 per user a month, and EveryClient Legal pricing from $25 per user monthly.
  • Trust Accounting Software This software has price points that sit below or above $150 per-user per-month. For instance, TrustBooks cost price starts from $25 per user monthly, Trust Accountant pricing begins at $100 per month, and Brief Accounting costs around $25 per user monthly.

A Buyer's Guide to Business Software Solutions

How to Evaluate and Buy Business Software
If you’re somehow puzzled if this article is only for a specific size of business, no, it’s not. This is for you SMEs, MNEs and start-ups software buyers. Also, we’re not talking about a specific software solution here. Whether the software solution that you’re planning to buy is for Accounting, Business Intelligence, ERP, CRM, Help Desk, Maintenance Management or other types of application, one thing is for sure; with the help of this article, you will be able to know the right process in evaluating and buying a business software solution.
We’ve been into the software business for years and we’re seeing a lot of nitty-gritty things that often bring confusions and hesitations to many companies looking for better software solutions. Some companies can’t afford to let go their legacy systems while a few is encountering technological snags once the new system is in place. While this is the underlying truth behind software acquisition and implementation, what’s exciting about buying a business software solution is that there is a clear and obvious proof that thousands of companies and corporations today are happy with the benefits this technology is bringing into their respective businesses.  There is a significant increase in their revenue and the growth is on-going. And it’s easy to say; many from the Fortune 500 companies are making a lot of money because of their smartly-acquired business software.
So, let’s get straight to the point. What should you do in order to acquire that business software that could make your organization achieve its goals? The answer to this is pretty straightforward: evaluate and buy that right business software. Yes, that’s what you need to do and here’s the best manual from that could certainly help you in doing that strategically.
Consider the Needs of Your Organization
Let’s assume that at this point, the entire management team agreed that you are ready to invest on a certain software application. The budget has been compromised and the key persons who will be involved in the acquisition process were already identified. Therefore, it’s time to approach things the project management way.
Define the Project
Every business software solution is categorized base on application type, features, deployment model, market size and pricing model. Remember that our objective here is to evaluate and buy a business software product that will fit into the size and present needs of your business. So what the project management team should try to deal with first is to define the real requirements of your business exactly base on the categories set by the software industry. Moreover, by doing this activity, you are already narrowing down your search for the right solution. Now, consider bringing this list of FAQs to the project management and aim to come up with clear-cut answers.
  1. What type of software is needed? Is it Integrated-Suite, Best-of-Breed or Industry-Specific? Ask your CEO’s main agenda and find the perfect match from these available options.
  2. What are the core and secondary features? Are you looking for basic, advanced or hi-end features? List down the specific features per category and allow the department managers and supervisors to give their insights on this list.
  3. How are you going to deploy the system? Would it be on-premise, cloud-based, hosted, or mobile-based? Weigh these options with the help of your CIO.
  4. Are you going for Tier 1, Tier 2 or Tier 3 vendors? Their offered solutions are base on the size of their target market - SMEs, MNEs or start-ups. Seek your CFO’s advice as it is important to match your financial capacity against the cost of the solution that the providers have for you.
  5. Are you willing to pay for the perpetuity software license or a subscription-based solution is way better? How many users are there and what would be their roles in using the system? Solicit feedbacks from future end users for they know better what challenges and risks might possibly come along their way when they’re using the system.
Finalize the BOM or List of Requirements
After providing definite answers on the above questions, we can say that the project has already been defined. Your procurement team is now ready to do their role in the acquisition process of this solution. However, in order for them to execute their job properly, they must have the complete list of requirements - features, specifications, hardware, and the software product. In other words, the Bill-of-Materials (BOM) that is final, complete and well-prepared must be handed over to the procurement director. Needless to say, it is very important that everybody is following the company purchasing and procurement protocols at all times.  
Request for Proposal (RFP)
The RFP process will bring everything into formality. Since you’re more likely in a line of business that doesn’t regularly buy software products, it is of critical importance that your RFP is well-structured before you send it to your prospect solution providers.
Draft the RFP
An RFP that contains all the relevant information as discussed during the project management meetings will enable the providers to return back to you their proposal that is complete and substantial. Therefore, your RFP should basically contain the following:
Brief Introduction
  • Company Name
  • Mission and Goals
  • Purpose of the RFP (or the need for software solution)
Business Background
  • Organizational Structure
  • Current Situation (IT infrastructure, system currently in-use, system issues and desired solutions, etc.)
  • Major Objectives of the Software Purchase
Request for Specific Requirements
  • Solution Functionality
  • System Specifications
  • Vendor Company Information
  • Price Model, Service Plans, Package Options
Other Important Inquiries (if necessary)
Send the RFP
Well-structured RFP will bring a lot of advantages especially when the proposals from various providers are received and then subjected for review and analysis. Send your RFP to at least three to five providers (or prospects which you have already shortlisted during the project definition phase). Depending on the complexity of the solution, most vendors will send their proposal in a matter of time, which could be around 4 to 6 weeks for Integrated-Suite solution.
Why still send RFP?
Is there really a need for RFP if your preferred solution (like cloud-based) and the service plans or packages are already displayed on the vendor’s website? Well, yes, you still need to undergo the RFP process. For most sales people, they certainly know that those figures appearing in the vendor’s website are usually the “list price” and not the “actual price”. More importantly, the vendor’s proposal (response to RFP) will serve as your main basis for the negotiation. Therefore, sending an RFP is a strict requirement.
Follow up questions relevant to RFP
More often than not, questions and concerns will be raised by the vendors to whom you send the RFP. You have to entertain them with utmost professionalism. Solution providers who are seeking further clarifications relevant to the RFP are consisting of professional software experts who wants to help your organization as much as they can. Entertain them but at the same time, always be cautious when providing additional information which you know is confidential or proprietary.
Evaluate the Proposals
Always refer to your finalized BOM when tabulating the contents of each proposal. Part of this process is to check the features that are available from this certain vendor and to cross out those that are not. While using spreadsheet aids the tabulation process, laying down the document proposals on the table and allowing your project management team to review them one by one should always be conducted. Evaluating the proposals in full force can help strengthen your decision-making process. Have another round of brain-storming session and come with the name of your preferred solution provider.
When selecting the final vendor, always promote the best interest of your organization. Consider answering these questions with full sincerity.
  1. Which vendor can provide the long-term benefits to your organization?
  2. Which vendor can provide the best and honest service from acquisition to full implementation?
  3. Which vendor is willing to devote most of its time in better serving its client?
Contact this solution provider and in your own strategic approach, try to get the answers to those three important questions above. In most cases, vendor who really wants to prove its craft will offer product demos on a higher level. Others will even invite you to check their already deployed and working systems. Feel free to connect with this type of vendor. Conduct simulation and testing, be it a cloud-based or on-premise solution. Examine all aspects and angles especially those that your project management team want to really know in-depth. For as long as it could help you arrive at a better decision, consider doing all the options available – for the interest of the organization.
Enter the Negotiation Process
Most solutions providers can be flexible in terms of pricing. Although the final say is oftentimes on the mouth of the sales person from the vendor’s side, a good negotiation process can always deliver a win-win situation to both parties involve. While negotiation sometimes cannot be settled in one sitting session, always be honest with your intentions whenever negotiating with your provider. If it’s about your budget, justify it with clarity. If it’s about their service plans, tell them what’s lacking or missing on their solution. At the end of the day, the most important event that should happen is that both of you are shaking hands because of a well done negotiation process.
Seal the Contract
So what are you going to do on a contract that involves a significant amount of investment? There are three project management approaches for this.
  1. Pass the ball to you legal team. They know what to do and more or less they will tell you if there is something wrong with the contract. Give them enough time to review before they affix their signature and then finally seal the contract.
  2. Hire a consultant base on the technical aspect that you want to clarify in the contract. If it’s the Scope of Work (SOW), a software implementation expert is the right person. If it is related to complex legal terms and conditions, a lawyer can help. If it has something to do with money, invite an accountant to conduct a thorough review and computation if necessary.
  3. Always consider consulting your project management team. Remember that the CIO, CFO and CEO are all team members. They will be the signatories and they know what’s best for the interest of the company when signing a contract agreement.
From evaluation to buying stage, it is important that the project manager must take full responsibility of monitoring all the works identified and distributed among team members. This is why delegating the right project manager is also an important consideration when buying a business software solution. And again, wants to emphasize that whatever the size of your company is, using the project management approach will always lead you into a better outcome – that is getting what you paid for the right business software solution. 

Finding the right business software for your business
Proper business software selections are the precursor to successful deployment and business growth. Finding the right solutions doesnít have to be complicated, and it doesnít have to take days or weeks of your time.

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Auditor - Shlomi Lavi

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Shlomi Lavi is an entrepreneur and founder of He holds a Bachelor of Science (B.Sc.) in Information Systems Engineering from Ben Gurion University in Israel. Shlomi brings 17 years of global IT and IS management experience as a consultant and implementation expert for small, medium and large-sized (global) companies. Shlomi’s goal is to share the best knowledge and news about information systems so you can make smarter buying decisions for your business.