Top 21 Legal Management Software

ITQlick rating ITQlick Rating is based on the software score (below) and aggregated online reviews
ITQlick score ITQlick Score is a 1 to 100 score, based on pricing, and functionality Vs. alternative solutions
Pricing score pricing Score is a 1 to 10 score, based on the TCO (cost of licences, customizations, training, hardware when relevant) Vs. alternative solutions
License pricing license pricing (if provided by the software vendor)
Functionality score
Software review
Compare
Filevine
ITQlick rating
4.8/5
Score
96/100
Pricing
2.6/10
License pricing
Pricing not available
Functionality
24
Compare
Clio
ITQlick rating
4.7/5
Score
96/100
Pricing
2.2/10
License pricing
$39 per user/month
Functionality
20
Review
MyCase
ITQlick rating
4.7/5
Score
94/100
Pricing
3/10
License pricing
$49 per user/month
Functionality
24
Review
Tabs3
ITQlick rating
4.7/5
Score
94/100
Pricing
2.4/10
License pricing
$445 per month
Functionality
9
Review
InTouch
ITQlick rating
3/5
Score
91/100
Pricing
3.6/10
License pricing
$19 per user/month
Functionality
5

TOP 21 Legal Management Software

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1. Filevine

  • Best for: Small, medium and large size businesses
  • Price:
  • Apr 29, 2021
Compare Filevine Vs. Filevine

Filevine is a cloud-based Legal Management software that allows its users to keep track of the source of clients leads, set out intake scripting for new lead arrivals, and assess marketing expenditure.


2. Clio

  • Best for: Small, medium and large size businesses
  • Price: starts at $39 per user/month
  • Sep 13, 2021
Compare Clio Vs. Filevine

Clio is a law practice and legal case management solution for businesses of all sizes. Its capabilities include time and billing management, reporting, case management, and security. The software was designed and launched by Themis Solutions Inc headquartered in British Columbia, Canada.


3. MyCase

  • Best for: SMBs
  • Price: starts at $49 per user/month
  • Apr 29, 2021
Compare MyCase Vs. Filevine

MyCase is a legal management solution built for attorneys and small to medium law firms. Its key features include document, legal practice, and contacts management, time and expense tracking, client portal, payment scheduling, case workflow management, and invoicing and billing.


4. Tabs3

  • Best for: Start up, Small business, Medium business, Large business
  • Price: starts at $445 per month
  • Apr 29, 2021
Compare Tabs3 Vs. Filevine

TabS3 is a legal management software designed to help law firms get their bills out more quickly. The software enables users to customize statements and generate insightful reports.


5. InTouch

  • Best for: Small, medium and large size businesses
  • Price: starts at $19 per user/month
  • May 04, 2021
Compare InTouch Vs. Filevine

InTouchCRM software is a cloud-hosted sales and marketing software system which integrates email marketing with all traditional CRM features like sales deal management, contact management, calendar sharing, marketing surveys and more.


6. Zola Suite

  • Best for: Small, medium and large size businesses
  • Price: starts at $59 per user/month
  • May 08, 2021
Compare Zola Suite Vs. Filevine

Zola Suite is a comprehensive, cloud-based legal practice management application that provides all the tools you need to manage the business of your practice so you can focus on the law. Zola Suite puts the Power of ONE into practice with fully-integrated features managed within one intuitive interf...


7. CosmoLex

  • Best for: Small businesses and start ups
  • Price: starts at $79 per user/month
  • May 25, 2021
Compare CosmoLex Vs. Filevine

CosmoLex is a legal practice management and trust accounting solution for small and medium businesses. It offers multi-billing options, accounting, task automation, cash flow management, and other services. The software was designed and launched by CosmoLex headquartered in New Jersey, U...


8. Needles Case Management

  • Best for: Start up, Small business, Medium business, Large business
  • Price: starts at $495 per license
  • Jun 21, 2021
Compare Needles Case Management Vs. Filevine

Needles Case Management is a legal management software designed to help law firms and professionals deliver outcomes with clients cases.


9. Aderant

  • Best for: Medium and large size businesses
  • Price:
  • Jul 07, 2021
Compare Aderant Vs. Filevine

Aderant is a legal management software designed to empower legal establishments profitability and efficiency.


10. Mitratech Software

  • Best for: Small, medium and large size businesses
  • Price: starts at $12 per user/month
  • Jul 06, 2021
Compare Mitratech Software Vs. Filevine

Mitratech is a legal and compliance software built to empower business performance. The software mitigates risks, accelerates organizations, solve legal problems, and protects valuable assets.


11. App4Legal

  • Best for: Small, medium and large size businesses
  • Price: starts at $19 per user/month
  • Jul 12, 2021
Compare App4Legal Vs. Filevine

App4Legal is a legal management software designed to help law firms or legal practitioners to manage their cases, track trademarks, patents, and copyright.


12. CloudLex

  • Best for: Small, medium and large size businesses
  • Price: starts at $75 per user/month
  • Jul 09, 2021
Compare CloudLex Vs. Filevine

CloudLex is a cloud-based Legal Management software that enables personal injury practitioners to centrally manage their practice and share information with clients and colleagues through email correspondence and discussion boards.


13. ActionStep

  • Best for: SMBs
  • Price: starts at $49 per user/month
  • Jul 07, 2021
Compare ActionStep Vs. Filevine

ActionStep is a web based practice management solution for small and medium businesses. It offers automation of business processes and management of projects and clients from anywhere. The software was designed and launched by Actionstep Software Company headquartered in Auckland, New Ze...


14. dealcloser

  • Best for: Small, medium and large size businesses
  • Price: starts at $79 per month
  • Jul 18, 2021
Compare dealcloser Vs. Filevine

Dealcloser is a legal management software for law firms to organize and track deals, securely store documents, manage signatures digitally, and reduce overhead costs.


15. LeanLaw Software

  • Best for: SMBs
  • Price: starts at $30 per user/month
  • Jul 17, 2021
Compare LeanLaw Software Vs. Filevine

LeanLaw is a legal management software with a ton of automated tools to help legal teams present their value and professionalism to clients.


16. Law Ruler Legal Practice Management

  • Best for: Small businesses and start ups
  • Price: starts at $99 per user/month
  • Jul 17, 2021
Compare Law Ruler Legal Practice Management Vs. Filevine

Law Ruler is a legal management software designed to help law firms make business decisions with data backings.


17. Rocket Matter

  • Best for: SMBs
  • Price: starts at $35 per user/month
  • Jul 27, 2021
Compare Rocket Matter Vs. Filevine

Rocket Matter is a web based law practice management solution for businesses of all sizes. It offers such capabilities as billing and invoicing, expense tracking, trust accounting, and others. The software was designed and launched by Rocket Matter LLC headquartered in Florida, United States.


18. BQE Core Legal - Time, Billing, and Accounting

  • Best for: Start up, Small business, Medium business, Large business
  • Price: starts at $7.95 per user/month
  • Jul 27, 2021
Compare BQE Core Legal - Time, Billing, and Accounting Vs. Filevine

BQE Core Legal is a legal management software designed to help legal practitioners modernize their firm and capture billable hours with ease.


19. CASEpeer

  • Best for: Small, medium and large size businesses
  • Price: starts at $85 per user/month
  • Aug 04, 2021
Compare CASEpeer Vs. Filevine

CASEpeer is a case management software for plaintiff attorneys to revolutionize case management, track fees, enhance client communication, and oversee negotiation processes and litigations.


20. The Legal Assistant

  • Best for: Small, medium and large size businesses
  • Price: starts at $55 per user/month
  • Aug 06, 2021
Compare The Legal Assistant Vs. Filevine

The Legal Assistant is a cloud-based legal management software that helps legal practitioners organize processing operations through automatic case file identification and attachment.


21. Case UI

  • Best for: SMBs
  • Price: starts at $25 per user/month
  • Aug 09, 2021
Compare Case UI Vs. Filevine

Case UI is a legal case management software that improves data management for lawyers in legal cases. The software provides and adopts easy search options that groups, sorts, and filters data for cases and grants secure data protection.



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 ITQlick.com 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, ITQlick.com 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. 

ITQlick chart - 2021 best Legal Management Software

2021 best Legal Management Software | ITQlick.com

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Author

Shlomi Lavi

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Shlomi holds a Bachelor of Science (B.Sc.) in Information System Engineering from Ben Gurion University in Israel. Shlomi brings 15 years of global IT and IS management experience as a consultant, and implementation expert for small, medium and large size (global) companies.