Best Legal Software for Freelancers

Simplify the way your team works with monday.com, a cloud-based project management platform that provides customizable no-code solutions for a wide range of use-cases such as marketing, sales, operations, IT, HR, and more. monday.com allows businesses of all sizes to work in an efficient environment where every team member can assign tasks, automate repetitive work, collaborate in real-time, and share files. With this platform, you can manage everything from simple to complex projects and ensure seamless communication between team members. Customizable dashboards give quick high-level overviews of every project, visual boards help organize tasks, and thanks to integrations with third-party applications such as Outlook, Zoom, Gmail, Google Drive, Dropbox, Excel you can continue working with all your existing tools 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 and verticals.

Built on top of monday.com Work OS, monday sales CRM empowers business owners and sales teams to manage all aspects of their sales cycle and customer data, streamlined in one centralized place. They can capture leads from any source, easily manage their contacts’ information, and track every deal's status so that no opportunities slip through the cracks. monday sales CRM lets you create no-code automations, eliminating hours of repetitive processes, and seamlessly integrates with the tools sales teams already use ensuring maximum efficiency. Without the need for an IT professional, build customizable dashboards to get the full overview of your sales cycle to confidently analyze data and optimize your sales processes. Manage your post-sales activities such as client onboarding and their projects to nurture stronger customer relationships. Best of all, it’s extremely user-friendly, standing out from traditional platforms, making it a CRM your sales team would actually want to use.

QuickBooks Online is the most popular accounting software in the world. QuickBooks Online makes accounting easy. Make tracking receipts, income, bank transactions, and more feel simple with the #1 small business accounting software. Snap photos of your receipts and link them to expenses right from your phone. Our agents are ready and available to answer all your QuickBooks questions. Use the apps you know and love to keep your business running smoothly. QuickBooks Online works on your PC, Mac, tablets, and phones. Click the link above to get a 30 day free trial and 70% off your first 3 months. More than accounting software. QuickBooks helps you track income, expenses, and stay ready for taxes. Customers find on average $3,534 in tax savings per year. Need more help? QuickBooks Live helps you stay organized and be ready for tax time. QuickBooks comes with a mobile app that help you run your business on the go—anytime, anywhere.

Datasite Diligence™ stands as the leading sell-side virtual data room, merging maximum security with effortless collaboration to streamline your M&A due diligence process. As one of the most trusted virtual data room providers, Datasite Diligence™ allows you to leverage decades of expertise, cutting-edge technology, and proven best practices to facilitate secure and seamless transactions. Accelerate your due diligence process with a platform specifically built to meet real-world M&A challenges. Save valuable time by utilizing Datasite’s intuitive tools, from AI-driven document management to embedded trackers and detailed permission settings. The integration of advanced features like our Q&A hub and real-time analytics ensures that no deal ever falls off track. Whether you're working from a desktop or on-the-go through the mobile app, Datasite Diligence™ provides the flexibility and support you need.

Docubee is an intelligent contract automation platform that allows you to quickly and painlessly generate, manage, share, and sign contracts. Featuring powerful conditional logic-based workflows, generative AI technology, and an easily adaptable interface, Docubee makes it easy to automate your most complex contracts and agreements. Gather information, generate and share documents, collect secure eSignatures, and audit progress all within one secure and easy-to-use platform. Spend less time manually processing contracts and more time focusing on the relationships that matter. Docubee streamlines contract management so you can scale your business efficiently and enhance the ROI of each contract.

Twilio Segment’s Customer Data Platform (CDP) provides companies with the data foundation that they need to put their customers at the heart of every decision. Per IDC, it’s the #1 CDP in worldwide market share four years in a row (2019-2022). Using Twilio Segment, companies can collect, unify and route their customer data into any system where it’s needed to better understand their customers and create seamless, compelling experiences in real-time. Over 25,000 companies use Twilio Segment to make real-time decisions, accelerate growth and deliver world-class customer experiences.

Act! Premium is perfect for small and midsize businesses looking to market better, sell more, and create customers for life. With unparalleled flexibility and freedom of choice, Act! Premium accommodates the unique ways you do business, whether it’s on-premises (Act! Premium Desktop), in the cloud (Act! Premium Cloud), or, you can leverage a hybrid deployment for maximum flexibility! Act! also offers customizations to fit your specific business or industry processes or your preferences for deployment and access, the possibilities with Act! Premium are limitless. Act! Premium includes powerful CRM and Marketing Automation tools in one platform, making it easy for you to up your sales and marketing game – and ultimately create customers for life.

Shape is purpose-built sales and marketing automation software that comes with pre-built features that can be configured for any business. The easy-to-use interface empowers your teams and consolidates all aspects of your business in one AI platform. Shape provides a collaborative space for your teams to stay aligned and efficient in everything they do, whether it's streamlining your sales pipeline, engaging more prospects with marketing sequences and digital ads, nurturing customer relationships, communicating seamlessly, or tracking projects. Start growing your revenue with Shape's suite of services today.

Pipedrive is a web-based sales CRM (customer relationship management) software that lets sales teams track pipelines, optimize leads, manage deals and automate their entire sales process to focus on selling. Pipedrive’s simple interface empowers salespeople to streamline workflows and unite sales tasks in one workspace. Unlock instant sales insights with Pipedrive’s visual sales pipeline and fine-tune your strategy with robust reporting features and a personalized AI Sales Assistant. Reach the right contacts at the right time with intelligent lead segmenting and activity reminders that tell you when to take action. When it’s time to seal the deal, compose instant, irresistible sales emails in just one click. With Pipedrive, winning has never been easier.

Stop chasing your clients for documents. Easily request files, documents, forms & digital signatures from your clients – set a due date and save hours as your requests are returned to you effortlessly. Why do our customers choose FileInvite? 1. A noticeable decrease in document return times. FileInvite customers have experienced an average 34% decrease in document turnaround when adopting our document collection system. 2. The drastically simplified client experience. FileInvite reduces the steps your clients need to take by up to 5 times, compared to requesting information by email. 3. A customer support team that prioritizes your success. FileInvite's customer support team has been rated 5 stars across 100+ reviews in Capterra. Delight your clients with the FileInvite experience. Send your first Invite in just five minutes when you sign up for a free account.

Odoo is a fully integrated, customizable, open-source software packed with hundreds of expertly designed business applications. Odoo’s intuitive database is able to meet a majority of business needs, such as: CRM, Sales, Project, Manufacturing, Inventory, and Accounting, just to name a few. Odoo is an all-in-one software solution designed to meet the needs of companies, regardless of their size (or budget). The unbeatable, seamless nature of Odoo helps businesses become more efficient by reducing redundant manual processes, which helps companies save countless hours of labor. Every module is interconnected to provide a fully-integrated experience from app to app, and users can automate many processes that would’ve otherwise required manual inputs into multiple applications. Odoo keeps all business functions in one place, allowing teams to collaborate with other departments from one unified platform in the most efficient way possible.

Thousands of businesses rely on our flexible support because our professionally trained, bilingual receptionists and intelligent software guarantees amazing customer service is always delivered on their behalf. Acting as a seamless extension of your business, they're available to answer calls and respond to web chats whenever you need, even 24/7. And we keep our pricing simple too; with plans starting from just $70 per month. Why choose VoiceNation: - America's best receptionists - Essential and Personalized plans to suit every business - A culture like no other - Years of industry knowledge - Gold standard technology - Outstanding account management

ContractSafe: The Hassle-Free and Affordable Contract Management Solution. ContractSafe goes beyond merely storing your contracts in a secure spot. Our intuitive platform allows you to create, send, e-sign, and manage contracts with ease. Say goodbye to manual processes and hello to streamlined contract management that saves you time and reduces errors. With transparent pricing plans that allow you to only pay for what you need based on your contract volume, you won't need to break the bank. Plus, unlimited users allows your entire team to collaborate seamlessly without worrying about additional costs. Our award-winning and dedicated 24/5 customer support ensures a quick and successful implementation and onboarding training. Try ContractSafe risk-free by requesting a free consultative demonstration on our website and discover why thousands of in-house legal and contracting professionals continue to make the switch!

Source Defense is a mission critical element of web security designed to protect data at the point of input. The Source Defense Platform provides a simple and effective solution for data security and data privacy compliance – addressing threats and risks originating from the increased use of JavaScript, third-party vendors, and open-source code in your web properties. The Platform provides options for securing your own code, as well as addressing a ubiquitous gap in the management of third-party digital supply chain risk – controlling the actions of the third-party, fourth and nth party JavaScript that powers your site experience. The Source Defense Platform protects against all forms of client-side security incidents – keylogging, formjacking, digital skimming, Magecart, etc. – by extending web security beyond the server to the client-side (the browser).

AccountEdge is a powerful, easy-to-use, small-business accounting software for the Mac and Windows desktop. With AccountEdge, business owners can organize, process, and report on their financial information so they can focus on their business. Features include: accounting, integrated payroll, sales and purchases, contact management, inventory tracking, time billing, and more. Invoicing - Create and send customer invoices for products, services, or time and track payment status on open sales. Expenses - Manage your vendors, payments, and recurring transactions. Banking - Manage money in and out in as much detail as you want. With integrated bank feeds and auto-match, reconciling your accounts is a breeze. Payroll - Pay your employees and tracking their pay, accruals, and expenses is critical to your business. Inventory - Manage your items and services and track their stock by location to ensure you have enough products on hand.

Bend, don’t break with Titan’s flexible business solutions and forms for Salesforce. Our scalable Salesforce Forms and software is rapidly developing a reputation as the gold-standard in Salesforce integration, and it’s easy to see why. Slash time to market, nuke code, and tackle any use case on a single platform. Our best-of-breed forms in Salesforce and applications cater to any industry and it’s our mission to provide custom solutions for difficult problems. Build web portals, sign documents, generate docs, send surveys, automate contracts, fill out forms in Salesforce, and so much more in just a few simple clicks. No code required and AI assisted! This is all 100% Salesforce integrated, empowering you to send data to the #1 CRM and pull it back in real-time. No other product on the market does it better or faster. Our customers and partners are the heartbeat of Titan. If you need a feature, simply request it via our Titan X Lab and we will consider it for our roadmap!

Paper-based work is a soul-crushing, profit-sapping drag on individual, team, and company productivity. Paper literally smothers innovation, creating a competitive disadvantage. The Square 9 AI-powered intelligent information processing platform takes the paper out of work and makes it easier to get things done with digital workflows that automate many aspects of how you work today. We make it easy by extracting information from scans or PDFs, storing documents in a searchable archive, and building digital twins of your current processes through graphical workflows. Let’s end the challenge of lost or misplaced invoices, approval bottlenecks, and tedious data entry into multiple systems. Now, you can capture and extract key data from your documents through Artificial Intelligence, eliminate data entry, access documents in the office or from home, streamline your three-way matching process, and automate invoice approval routing.

Ravetree is an award-winning work management software platform that empowers teams to deliver work faster, be more informed, and spend less time searching for information. Companies use Ravetree to manage their projects, resources, and creative workflows—all in one place. Ravetree eliminates the pain of moving between different applications to find important information, relying on cumbersome spreadsheets, and entering the same data in multiple places. It’s easy to get work done with Ravetree!

HoneyBook helps creative entrepreneurs and freelancers book more clients, manage projects and get paid all in one place. With their business management software, you can automate your busy work and stay on top of all your to-dos, saving time and money so you can grow your business. Its like your own personal assistant. This all-in-one management platform streamlines business processes, from first inquiry to final payment, so business owners can spend less time on administrative work and more time focusing on what got them passionate about their business in the first place. With their proposals, invoices, contracts, payments, and scheduling at your fingertips, HoneyBook gives you everything you need to give clients an unforgettable experience.

Red Points is the most widely used solution to combat online fraud. Over 1,200 companies rely on our AI-led technology to fight online counterfeits, piracy, and impersonation. They leverage Red Points to recover their digital revenue, maintain control, and improve their brand's value. The solution gives brands full visibility onto their online presence. With offices in New York, Barcelona, Beijing and Salt Lake City, Red Points has disrupted an industry traditionally led by service providers with a scalable, cost-effective solution. We serve leading global brands across a variety of sectors, from sports, cosmetics, fashion, entertainment and many more. The key to our success is our investment in technology and product to make our solution incredibly intuitive, effective and easy to use.

DocTract revolutionizes how organizations leverage key documents through a dedicated cloud solution with advanced collaboration capabilities . Policy Management, Procedure Management and Contract Management transform into true value added processes that directly enable organizations to collaborate, deploy and secure key documents . DocTract understands the special requirements needed to process Policies, Procedures, SOPs and Contracts. Built-in capabilities assist throughout the process from collaborating on revisions to approval levels and electronic signatures.

Trusted by thousands of law firms in over 35 countries, PracticePanther is a robust law practice management software that helps firms get more done in less time. PracticePanther unifies tools such as CRM, communication, billing, and integrations with leading business apps in one platform. Get a demo and save 50% off the first 2 months.

Unlock the full potential of your team with Worksection, the ultimate online project management tool designed to streamline workflows and supercharge collaboration. Tailored for small to medium-sized teams, its intuitive interface ensures everyone, from tech newbies to seasoned pros, can hit the ground running. Join over 1,600 forward-thinking marketing agencies, design studios, software developers, law firms, and architectural offices already transforming their businesses with Worksection. If you bill by the hour, this is your secret weapon. Tackle complex projects effortlessly with built-in time tracking, efficient task management, Gantt charts, Kanban boards, and a hub for all your communications. Dive into detailed reports that offer deep insights into your team’s performance, empowering you to make smart, data-driven decisions. And when you need it, rely on our friendly support to keep you moving forward. Transform how you manage projects today with Worksection.

Don’t get caught up in tools that are unmanageable. The E3 Platform gets you processing all types of digital evidence quickly with an Easy interface, Efficient engines, and Effective workflow. E3:UNIVERSAL version that is designed to do all data types from hard drive data, smartphones, and IoT data. The need to change around your tool based on what type of digital data you have is a thing of the past. The E3 Forensic Platform seamlessly adds a large variety of evidence into a single interface to be able to search, parse, review and report on the digital data from most digital sources. Computer forensics focuses on bits and bytes of the file system that holds a large variety of different valuable pieces of data that can be the key to your investigation. From the FAT files systems of old to modern file systems like Xboxes, the E3 Forensic Platform works with the powerhouse of multi-tasking analysis engines to breakdown the data.

Cincel Digital Signature is the software that allows you to effortlessly and securely create legally valid signature workflows with smart features (Autograph Signature + Advanced Signature such as e.firma/FIEL from SAT and FIREL from the PJF + Audit Trail). Cincel is the first Trust Services Provider in the Cloud in Mexico and Latin America, accredited as a Certification Service Provider (PSC) by the Ministry of Economy of Mexico. This allows us to deliver trust services with both legal and technological compliance through Confianza 360, an all-in-one platform offering services such as Advanced Signature (e.firma/FIEL of SAT or FIREL of PJF) with NOM-151 (Legal Timestaps), Identity Verification (Biometrics with regulated AI), CLM - Contract Lifecycle Management (smart workflows), Background Check (from 100+ National and International Public Records), and PKI Infrastructure.

Close is a sales customer relationship management platform (CRM) built to help you win more deals much faster. With built-in calling, SMS, and email—your team can reach leads wherever they are, with ease. Close is an “all-in-one” CRM which you can use standalone, no plug-ins or add-ons needed. Close is affordable and easy to learn. It's the perfect CRM for startups and small businesses looking to grow fast, who don't want to pay enterprise prices. Plans start at just $49/month. Close comes jam-packed with sales features to power your team, including an automatic inbox syncing, email/SMS messaging automation, Power Dialer, Predictive Dialer, call tracking and recording, VoIP, custom reporting and analytics, and so much more. Our templates are excellent for a number of fields, including real estate, B2B/SaaS, small business, finance, and beyond. Support is offered via email, phone, online FAQ documentation, and a self-service knowledge base.

SharePass is a SaaS Secret Management platform that allows sharing and managing secrets and confidential information using a web application, extension, or mobile app. SharePass works with encrypted links transmitted from the sender to the receiver with various settings and flags. The settings include expiry restriction, availability, IP restrictions and an entire filtering funnel (patent pending). SharePass is platform-independent that can be used with your existing communication tools. When it comes to your privacy, SharePass or any of its employees cannot see the content of your secrets; the secrets can be seen only by the exchanging parties. SharePass meets the latest cybersecurity compliance and regulations. In the era of identity theft, SharePass will protect you and prevent your data from leaking to the dark web by eliminating your digital footprint. SharePass supports SSO with Office365, Google Workspace, MFA, and integration with Yubikeys for maximum security.

The only all-in-one Project Management software that seamlessly integrates with your favorite CRM. Start increasing your productivity for only $8.50 per month. What PSOhub does for your organization: Manage all your projects easier through improved collaboration, easy scheduling, and budget management. Prioritize, delegate, and report on your projects. Track and manage team activities with task boards. Use templates and other smart contract functionality to manage your fixed fee or time-and-material contracts, and send detailed quotes that convert directly into a project. Manage your resources with ease. No more guessing. Log more time with self-driving time tracking and simple manual time logs in your PSOhub calendar, timesheet grid, browser extension or mobile app. Send personalized invoices, both automatic or manual and spend less time on approving, sending and tracking your invoices.

FormKiQ is a new way to manage documents in the cloud, using a powerful Open Source API paired with a dynamic ReactJS web client, both of which you can build on and extend. You can add FormKiQ to an existing application or product or install and run it as a full-featured electronic document management system on its own, with as little or as much customization as you need. NOTE: along with Pro and Enterprise versions, there is a free open-core version, FormKiQ Core, that provides the essential features of a document management system. What makes FormKiQ stand out from other document management software is that it is highly flexible and customizable, due to being designed and built with API-First principles and using Amazon Web Services (AWS). This allows a level of customization and flexibility that is far beyond what other electronic document management systems can offer, and that's a good reason why tech-oriented companies across a wide range of industries are choosing FormKiQ.

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, with insights and tools that help you work smarter, not harder. From first client conversation to case closed, Smokeball’s platform gives you the resources you need to succeed, no matter how you bill or where you work, like: -automatic time tracking and invoicing -streamlined workflows for your specific practice area -extensive library of over 20,000 standard legal forms and documents -actionable reports that summarize your firm’s activities and highlight areas of opportunity. Founded in 2016 by leaders with over 20 years of legal technology experience, more than 50% of our staff are experienced lawyers and legal professionals who intimately understand the goals and challenges of our customers.