Best Legal Case Management Software for Small Business

PracticePanther, a robust law practice management system that is trusted by thousands of law firms across 35 countries, has been praised for its ability to help firms get more done in fewer hours. PracticePanther combines tools such as communication, billing, CRM, and integrations with top business apps into one platform. Save 50% on your first 2 months by downloading a demo.

monday.com Work OS is a no-code work management platform that helps teams manage projects and workflows more efficiently. This software provides fully customizable solutions for a wide range of use-cases such as marketing, sales, operations, IT, HR, and many more. With monday.com you can easily plan, manage, and track every project in one place, with the help of time-saving and easy-to-use features such as automations, time tracking, document sharing, real-time collaboration, and more. Multiple visual board views such as Gantt, Kanban, and Cards help you prioritize, structure, and navigate tasks and projects the way that suits you and your team’s needs, while dashboards give a high-level overview of your progress and help you make data-driven decisions. In addition, integrations with apps such as Outlook, Microsoft Teams, Gmail, and Excel, allow you to easily continue working with your favorite tools directly within the platform. monday.com also offers dedicated solutions, such as monday dev and monday sales CRM, designed to answer the needs of specific industries.

Combining the best AI-driven legal technology with professional services to support all of your litigation needs. DISCO Ediscovery provides end-to-end ediscovery technology that gives law firms, corporations and government agencies complete control over their data and workflows. The DISCO managed review team delivers on-time and within budget reviews by combining DISCO AI, a powerful platform, and deep expertise. We'll make sure it's in your contract. DISCO Case Builder is revolutionizing the way case teams leverage depositions. It automates everything that's redundant, low-value, and siloed today about deposition review, trial preparation, and makes high-value work simple. This gives attorneys more time to plan and win.

uLaw Practice is a cloud-based practice management (PM) software solution designed specifically for sole practitioners, paralegals, and small law firms. Developed by Superfluid Software, uLaw Practice integrates legal accounting, general accounting, and trust accounting with powerful analytics tools and practice management in one unified suite. By leveraging uLaw Practice, law professionals can be more productive and foster greater control of their practice while saving time and reducing costs. Voted as the cloud best software for 5 years in a row by Canadian Lawyer's magazine, uLaw sublimely integrates complex legal accounting features and practice management into a single pane of glass. uLaw features and integration with payment solutions, any Canadian bank brings all aspects of cash flow into a single flow thus allowing your practice to analyze and optimize both top-line and bottom-line of your business. With uLaw you have court form automation for your province as well. This enables you to just download any court form for your province and we fill in 90% of the content thus saving time and money for your business. uLaw also has Android and iOS native app to manage docketing and downtime analytics.

Smarter case management software for personal injury law firms. CASEpeer is the only software driving better outcomes for your clients and your firm. Streamline your law firm’s business operations and increase productivity with our turnkey legal practice management platform designed exclusively for personal injury plaintiffs’ law firms. Streamline your firm’s operations with a centralized case management hub across your practice–from intuitive dashboards and calendaring to medical treatment tracking, litigation tools, and more.

Cerenade’s eIMMIGRATION is the #1 ranked and most-widely used legal practice management software for immigration professionals. It is cloud-based, easy-to-use with a modern UI, and offers: Case Management, Contact Relationship Management (CRM), Workflow Automation, Document Assembly, Client Intake, Billing, Reporting, Smart Alerts, USCIS & Priority Times Tracking, e-Filing, e-Signatures and much more. eIMMIGRATION's feature set makes it suitable for firms and non-profits of all sizes. In addition to providing practices with all-in-one functionality, a subscription to eIMMIGRATION gives users access to Cerenade’s best-in-class customer service team, technical support for customizations and integrations, and training resources to provide immigration professionals with a seamless user experience. Contact Cerenade today for a free trial and schedule a demo to learn more.

Smokeball is your partner to drive your law firm into the future. As the industry’s leading cloud-based legal practice management software, Smokeball empowers you to run your firm specific to your area of law. Our platform gives you all the insights and tools you need to work smarter, not harder: automatic time tracking and invoicing, streamlined workflows for your specific practice area, a library of over 20,000 standard legal forms and documents, and actionable reports that summarize your firm’s activities and highlight areas of opportunity. Learn how to Run Your Best Firm at smokeball.com.

SpineLegal™ is the only solution that integrates data security and all the key legal processes under one umbrella. It will not only increase the profits and business of your firm, but also increase staff engagement by providing full transparency in all details of each case and matter. It is cloud-based software that allows solicitors to work anywhere, on the move, using desktop, web, Android, iOS, and Android apps.

MyCase provides a complete solution for managing your case files. It gives you the tools to improve organization, efficiency, and scale up your firm's operations. MyCase makes it easy to access all your case details, including documents, contacts, emails, tasks and invoices. Mycase.com offers a free trial with no credit card required.

Advanced Security on AWS Cloud Platform. US-Based Databases and Servers with daily backups Document generation with an advanced internal editor and import PDF merge forms. E-Signature compatible documents and forms for popular services like Adobe E-Sign. Advanced Task Management with templates. Track income and expenses across all practice areas. Client Portal with file sharing, two-way messaging, and more. Contact Manager Rolodex for tags. Time-Tracking and exportable notes. DropBox and Google Drive integrations and internal storage. Team features include productivity tracking, roles and exportable activities reports. Lead Management using our leads pipeline and user-editable steps. We maintain pre-loaded and formatted SSD and VA Merge templates. All practice areas have user-editable reports. Digital Intake Forms available with unlimited forms at no additional cost. For your convenience, SSD Appeal & Denial Automations are available.

Filevine is a cutting edge Case Management software that provides a modern platform for organizing and streamlining legal processes. The interface includes features to coordinate calendars and case notes collaboration. It also includes a way for time and expenses to be tracked, document upload and docket management.

Legistrak, a legal concierge platform with a tech-enabled interface, is available to all businesses. We provide enterprise legal management software (ELM) to mid-market and large enterprises. Simplify legal processes using an all-encompassing platform. We have you covered for everything from matter management, IPR and notices to hyperlocal lawyer search and project management. The lifecycle covers auto generation, collaboration and tracking obligations. Increase revenue by accelerating contracting cycles

SmartAdvocate, an award-winning, fully customizable legal case management software, is designed to meet the demands of today's fast-paced, highly competitive, and technologically demanding legal environment. Originally designed by and for personal injury and mass tort law firms, SmartAdvocate is now used by many different practices. SmartAdvocate’s exclusive Internet-based features enable firms to manage and store information, track it, classify it, and communicate in a way they have never done before. This ensures that they achieve success. SmartAdvocate can be customized to suit the needs of firms with 135+ integration partners. These include integrations such as eSignatures, accounting, texting and medical records retrieval. This revolutionary software will increase the efficiency and profitability of your practice. SmartAdvocate is a smarter way to manage your cases and your firm.

Clio, the leading cloud-based law practice management system trusted by more than 150,000 lawyers, invites you to schedule a demo. Access your law firm securely anywhere. Manage your work in one central place.

Soluno is a cloud-based accounting software and billing software that helps law firms to be more efficient. Law firms can easily manage their business with a complete, intuitive suite of time/expense, billing, accounting and trust features. Soluno's trust accounting, billing and usability, as well as 5-star customer service, will help you work more efficiently and maximize your productivity. Soluno offers data conversions for free from 14 of the most popular solutions in the industry.

Thousands of successful practices run on Assembly solutions – and have for decades. Now, we’re matching a generation of experience with next-gen cloud technology. Assembly Neos is a powerful, work-from-anywhere platform built to optimize tasks and communications, generate caseload insights, and boost firm profitability like never before. With Assembly Neos you gain access to: a live activity feed, real-time dashboards, automated reports, world-class support and much more. Leverage rich document management and work with staff together on documents to save time and gain efficiency. Access templates for dozens of case types and customizable case libraries. With Neos you can win more cases with less work. Now available - Intake Pro! - Automatically process incoming leads from call-ins or web sources, and send notifications to clients - Generate and send a retainer, referral, or rejection letter with the click of a button - Generate reports that track marketing campaigns and provide insight into ROI and pipeline activities - Schedule automated emails, send SMS messages, and keep leads warm

Imagine all of your client information and matter information in one place. Documents, emails, tasks, and billing activity are all available in an easy-to-use interface. Kanban boards, built on Rocket Matter's robust Legal Project Management Platform, allow you to see a visual status for all your cases. The application's intuitive expense and time capture screens are optimized to maximize efficiency. Our multiple timers make it easy to track your time across all matters. With batch billing and customizable rules, you can complete your monthly billing in no more than a few minutes. Rocket Matter allows for easy bulk and inline editing of invoices. Rocket Matter makes it easy to keep your trust accounts in order. All documents can be stored, organized by matter and other case information.

Best Case by Stretto is used to prepare more bankruptcy cases than 80% nationwide. This allows bankruptcy professionals to reduce their workload and still comply with the law. The software's unrivalled technology features improve productivity and allow for timely software updates to ensure that cases are filed with the most current federal and local forms. Professionals can manage their cases efficiently from preparation to post-petition. All Best Case licenses include robust integrations that streamline workflows for law firms. Stretto has been a market leader in providing the best technology for bankruptcy attorneys for decades. We recognize the importance of efficient case preparation, and filing workflows. We offer a variety of software platforms to best support your practice.

You can build the high-performance law firm you have always envisioned. Law practices, no matter how big or small, have plenty of potential to grow. Now is the right time to take advantage of this opportunity. Amberlo's powerful Case Management Platform allows firms to scale faster, deliver the highest value for clients at low costs, and maximize profitability. Get started today on building your dream law practice. It only takes 10 minutes to get started. You can bill up to 20 hours per month per lawyer! All client work is accessible 24/7 in a secure cloud environment. You can bill wherever you are on your computer or mobile phone with centralized case management. Amberlo's active management of tasks and calendars allows you to reduce wasted time on non-billable tasks, so you can spend more time on billable activities. Smart file links, tags, and notes make it easy to find, process, and collaborate across large volumes of case material, no matter where you or any of your colleagues are located.

LEAP streamlines workflows and saves time. It also reduces clerical errors in the production of forms, motions and other case-related documents. LEAP's integrated platform allows for real-time updates across all business areas. Reduce overhead and simplify IT for legal offices. Reduce administrative time and human clerical errors. You can instantly create legal documents and enjoy the benefits of a mobile office. You can work from anywhere and at any time. You can work from anywhere, with or without an Internet connection. Increase productivity by having everything you need for your business in one place. Securely work online with clients and colleagues to collaborate on documents and case files. You can automatically record the time spent on client calls, access documents, clients, and cases with one sign-on to all devices. LEAP allows you to create, store, organize, track, track, and share legal documents. This will allow you to be a paperless law office.

Time Matters is a flexible solution that firms rely on to improve information sharing, collaboration, and process workflows. You can fully customize your workflows, precedents and forms. A centralized database of matters allows staff to share information more efficiently. Merge Templates make it easy to create documents quickly and reduce errors that can be caused by manual creation. To reduce malpractice risks, keep an automated record of all work related to a case.

Legal Case Management with Integrated Legal Formulas. Now with Invoicing, Trust Accounting, Time Tracking, and Invoicing. Prima.Law (AKA PrimaFacie), integrates with Zapier and Clio to provide a complete solution for immigration lawyers.

Actionstep is a complete legal practice management system for ambitious law firms. Actionstep’s flexible, easy to use software platform has unlimited scope to scale & evolve with you on your journey as a law firm. Built in the cloud, with workflow automation at its heart, Actionstep transforms law firm productivity at every step. We have been empowering legal professionals for over 15 years. The first true cloud-based practice management system in the world, our global customer base and the team have continued to go from strength to strength – and we are still innovating! We have deep respect for what lawyers do as they impact every milestone in our lives and businesses. We truly believe that when lawyers build efficient, modern practices, they do their best work for their clients. Actionstep provides a complete and configurable firm management system for law firms. Our software adapts, so you don’t have to. Workflows for legal process, client management & administration are built into our software and automation runs throughout all our features to keep processes moving and reduce time spent on administration.

CARET Legal is the leading solution for legal professionals to manage their practice and create space for what matters, including delighting clients and maximizing billable time. From client intake, to matter management, to back-office reporting, CARET Legal helps you save time, increase team collaboration, increase accuracy, scale your business, and collect revenue faster than ever before. With almost a decade in business, 95% of CARET Legal customers would recommend the platform to others. Law firms using CARET Legal report that they recoup their investment 31% faster than G2's legal practice management software category average.

SimpleLegal is a modern platform for legal operations management that combines Matter and Vendor Management with e-Billing and Spend Management. It also provides business insight through robust Reporting and Analytics. SimpleLegal assists corporate legal departments to streamline and optimize their work processes and make better business decisions.