Alternatives to EstateWorks
Compare EstateWorks alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to EstateWorks in 2026. Compare features, ratings, user reviews, pricing, and more from EstateWorks competitors and alternatives in order to make an informed decision for your business.
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1
Probate Plus
Law Systems
Probate Plus is a powerful and flexible probate software accounts and management system designed by fee earners, for fee earners, since 1992. It has been specifically developed to support probate practitioners during the day to day administration of estates to ensure every probate case is managed accurately and profitably. Probate Plus provides a constant up to date auto-balancing overview of the estate with the production of accounts and cash balancing throughout the administration. This comprehensive tool is designed to manage, file, allocate and report on all data added by the user. Probate Plus proves time and again to save hours in unbillable effort sorting out the tangled web of many probate matters. Balances are always up to date and reconciliation with your firm’s accounts system is quick and easy. Use of the software is charged on a per-probate basis. No large upfront costs or ongoing annual fees. -
2
AccountAbly
AccountAbly
AccountAbly is a revolutionary business-to-customer SaaS application which automates the most arduous aspects of fiduciary accounting. It assists fiduciaries in limiting liability in relation to the conduct of their duties in the administration of an estate , guardianship, or trust. It dramatically reduces costs associated with compiling vouchers and assembling data for presentation to courts and beneficiaries. It will increase the efficiency of the Estate and Trust legal system by expediting the retrieval of vouchers in the event of a legal query. Most importantly, the application will increase transparency and improve beneficiary trust in the conduct of their fiduciary.Starting Price: $9.99 per month -
3
TotalTrust
Exhibit One Software
TotalTrust is an accounting software system for attorneys, accountants, fiduciaries, and others who serve estate, trust, and guardianship clients. It produces fiduciary reports in a visual way with a logical and common sense approach. With its simple, intuitive design, and moderate price, TotalTrust is a great choice for any practitioner, big or small. Download now and use TotalTrust for 30 days without commitment. Start generating reports today, no obligations, no forms to complete. TotalTrust is an uncomplicated, comprehensive accounting system for Windows that allows you to produce financial reports issued by fiduciaries for estates, trusts, and guardianships. Our standard system that provides reporting for National Fiduciary Accounting Standards, Charges and Credits, State of Florida, Capital Gains/Losses and more. TotalTrust offers greater flexibility in reporting. Define your report in the custom reports feature. Save report templates for continuing use.Starting Price: $349 one-time payment -
4
Eternal Pro
Eternal Pro
Eternal Pro is a cloud-based estate-planning intake and digital-asset-management platform built for modern estate-planning professionals, enabling the seamless intake of both traditional and digital assets, streamlined collaboration between attorneys, staff, and clients, and real-time workflow integration across practice-management systems. With a centralized hub replacing paper forms, PDFs, and scattered emails, the software supports comprehensive questionnaires that can be customised instantly, real-time form editing by clients and staff, a full inventory of assets from real-estate to crypto wallets, and secure “cold-storage” technology for highly sensitive data. It integrates directly with popular tools such as Clio, Lawmatics, MyCase, and over 9,000 more applications via Zapier, ensuring any client matter flows accurately without duplicate data-entry or human error. -
5
Case UI
Case UI
Case UI is a legal case management solution that helps small to midsize law firms streamline operations related to client management, invoice generation, task assignment, and more on a centralized platform. It allows users to define flat fee or hourly billing fee billing to accordingly create invoices and track payment status. Case UI enables administrators to configure access rights, allowing specific employees to edit and update details across tasks, cases, and clients. The search and data filtering functionalities let staff members identify possible conflicts of interest across clients and cases. Additionally, managers and leaders can review the dashboard or generate reports to be apprised about the status of important due dates, and gain insights into the number of total cases based on specific practice areas and subareas, such as litigation, real estate, matrimonial, assault, defamation, and immigration, among other categories.Starting Price: $25 per user per month (Billed annually) -
6
GoMatters
GoMatters
Create a Group for an entire organization or create separate Groups for specific areas within the organization. If you work with multiple organizations, create Groups for each one. Manage your organization's assets from one app on any desktop or mobile device. Contacts connect to matters for easy lookup and conflict checking. Matter Contact records are stored in the Matter record so you can view all Contacts related to a Matter in one place. Calendars are connected to Matters through calendar events. View all events associated with a Matter in the Matters app without switching between calendars to save time managing court dates and scheduling. Tasks can be connected to Matters to better manage deadlines and limitation dates. Completed Tasks are removed from your todo list, but a complete record of the Task is stored in the Matter record. -
7
Case&Point
Corporate Legal Solutions
Case&Point software is designed to manage all types of matters, outside counsel including billing analysis increasing efficiency and productivity. Case&Point is a whole department solution with the flexibility to manage all your matter types not just litigation. The proprietary technology provides the best user experience of any matter management system. Corporate Legal Solutions was founded in 1988 to provide the premier dedicated solution for corporate legal departments. Our latest release allows management of 8 matter categories including real estate, patents and trademarks as well as extremely powerful reporting. The e-billing module for importing electronic invoices from outside counsel has been improved to generate automated alerts for over 30 items such as over budget. This provides greater efficiency for managing your outside counsel cost. -
8
Gavel
Gavel.io
Gavel is a legal AI and document automation platform that helps lawyers review contracts, redline agreements, and create legal documents faster. Gavel Exec supports contract review in Microsoft Word and online, allowing legal teams to generate first-pass reviews, draft clauses, add comments, and compare contract terms against market data. Gavel Workflows turns intake answers into finished Word documents and PDFs, helping firms automate document creation and reduce repetitive drafting tasks. The platform includes tools for secure client intake, conditional logic, calculations, reusable templates, and client-facing workflows. Gavel is built for legal professionals and supports practice areas such as estate planning, family law, real estate, corporate law, probate, bankruptcy, and employment law. With security features such as SOC 2 and HIPAA-compliant databases, AES-256 encryption, and a zero data retention policy, Gavel helps legal teams streamline work.Starting Price: $83 per month -
9
Trust Accountant Cloud
Delta Data
Secure, reliable, and full-featured, Trust Accountant helps simplify the accounting for estates, trusts, guardianships, and investment portfolios. Created by Delta Data, this comprehensive real-time fiduciary accounting software solution provides a robust set of features that include cash sweep, pooled fund accounting, accrual account, dual authentication, encrypted sessions, tax code edit, income tax report, asset gain and loss reports, security pricing, and more.Starting Price: $100 per month -
10
Lawcus
Lawcus
Empower your team with best in class case management software that provides everything, including contacts management, advanced reporting, document management, crm, client intake, billing, and trust accounting. From robust billing and trust accounting to managing cases, Lawcus simplifies your entire process. Convert more leads into clients using our intake forms, eSignatures, text messaging, and document automation. Say goodbye to your busy-ness by automating consistent and repeatable processes with our workflows. Lawcus gives you a kanban style bird's-eye view to quickly see all your matters and instantly know what needs your attention. Collaborate with your team with matter-centric conversations. Keep all your team and client communications in one place. Organize and delegate tasks, establish deadlines, add sub-tasks, keep track of work in progress, and get it done faster.Starting Price: $34 per user per month -
11
Alix
Alix
Alix is an online estate settlement service that helps individuals and families navigate the complex process after the loss of a loved one. It combines expert guidance, administrative support, and intuitive tools to simplify probate, paperwork, asset transfers, debt resolution, and all other tasks involved in settling an estate—reducing stress and saving time while keeping families informed every step of the way. -
12
3E MatterSphere
Thomson Reuters
Is delivering consistent legal service a challenge in your business? How do you maintain quality of high margin work? How do you lower your costs on routine work? Over the last several years, there has been a dramatic shift in legal services delivery. Clients are demanding more for their money, AFAs are on the rise, and delivering work at a profit is a must! To be successful in this evolving market, firms need tools to increase their efficiency and ensure high quality work product. 3E MatterSphere ensures consistent, repeatable matter workflow processes that keep your teams working productively and profitably. 3E MatterSphere transforms matter management operations from end to end by providing a single, unified way to view and manage day-to-day activities, including clients, matters, workloads, tasks, and critical dates as well as all related documents, reference materials, and reports. Accessed within the familiar Microsoft® Office® environment. -
13
Quicken WillMaker
Nolo
Quicken WillMaker & Trust is a comprehensive, DIY estate‑planning software that enables individuals and families to create legally binding wills, living trusts (individual or shared), durable powers of attorney, health‑care directives, transfer‑on‑death deeds, final arrangements letters, and caregiver/survivor guides. It features an intuitive, step‑by‑step interview format with embedded legal guidance, ensuring documents reflect the laws in your state. Users can choose between a desktop version or an online portal, and can update or revise plans at any time. A built‑in legal manual and state‑specific attorney-edited documents provide clarity and reassurance. It covers more than 35 essential estate planning forms, including promissory notes, authority delegations, and personal finance documents, and facilitates probate avoidance.Starting Price: $109 -
14
CloudLex
CloudLex
CloudLex is one connected ecosystem, purpose-built for plaintiff personal injury law firms. Its four pillars work on the same case from accident to resolution, holding the whole practice in one place. Inside CloudLex, the Platform, Lexee AI, and Paralegal Services work on one case rather than copies passed between systems. Take any one away, and the others get weaker. Platform: intake, matters, documents, deadlines, reporting, and settlement in one HIPAA-compliant system of record built specifically for PI. Lexee AI: built into the Platform, working from your complete case file: demand drafting, medical chronologies and summaries, 24/7 client assistance, and chat with your case. Paralegal Services: PI-trained specialists handling records retrieval, chronologies, and indexing inside your case files. Voices of PI: a community celebrating the plaintiff attorneys who fight for justice. One ecosystem, one partner, one login. Trusted by PI firms nationwide. -
15
GreenLine
GreenLine
GreenLine is the operating system for how modern legal work actually gets done, helping law practices move from overwhelmed to optimized. It organizes matters, automates repetitive tasks, and keeps every case on track without adding more software stress. Instead of juggling inboxes, spreadsheets, and siloed tools, GreenLine gives firms a single visual system that shows what needs to happen, when, and why. It helps teams see the progress of every matter, understand what each person should focus on, spot delays, decide where to use team members, and predict when they can deliver results to clients. Law firms can pick customizable practice area templates, build matter boards that track the flow of work through practice stages, and create cards for each matter to manage tasks and due dates across the entire firm. GreenLine makes workflow visible so teams can surface bottlenecks before they become emergencies, consolidate scattered communication into one reliable source of truth. -
16
Probate Finder OnDemand
Probate Finder OnDemand
Identify decedent information, locate probated estates, file probate claims, and increase your recoveries. Remove manual work and realize a positive return on investment when pursuing estate recoveries. Our proprietary DOD Finder™ database houses 120 million date-of-death records, combining multiple data sources and providing a nearly 20% lift over the social security administration’s death master file. Continuous scrubbing of our proprietary Probate Finder® database, combined with multiple database cross-references produces the most accurate source of estate information available. Automate claim package processing to adhere to the thousands of court-specific requirements, and protect your right to payment through timely probate claim presentation. Increasing consumer debt and an aging America, among other societal factors, mean companies can no longer afford to write off decedent debt. Remove manual probate work and maintain process ownership. -
17
Hivelight
Hivelight
Run a growing law firm without losing control. Hivelight is a next-generation legal matter management and operations platform designed to give your firm one clear, centralized view across every task, matter, and team member. Built for modern legal practices, Hivelight eliminates the need for manual spreadsheet tracking and endless status updates. Whether you are a Partner monitoring firm-wide capacity or a Legal Operations Manager streamlining processes, Hivelight provides the live data you need. Our flexible workflow templates automatically load defined task sets, dependencies, and deadlines directly onto matters. Through seamless integration, these tasks land directly in your lawyers' existing Outlook environment. Hivelight goes beyond basic task management by acting as an embedded training system. Because tasks contain step-by-step instructions on how to do the work, new-hire ramp time drops from 3-6 months down to just 4-8 weeks.Starting Price: $199 -
18
eState Planner
eState Planner
eState Planner is a cloud-based estate-planning software built for legal professionals and advisors to streamline intake, planning, and document generation. The platform allows users to securely capture clients' personal and financial data through interactive questionnaires and then automatically create estate plans by dragging and dropping assets or using one-click scenario generation. Real-time legal alerts help reduce common will-planning errors while dynamic taxes and probate calculations provide actionable insights. eState Planner also generates wills, powers of attorney, and other legal documents that are fully customizable; users can apply peer-reviewed precedents or integrate their own clauses and branding. The software produces visual summaries and narratives that help clients grasp their estate-planning outcomes, supports collaboration (multiple contributors per client file), and enables remote access from anywhere with encrypted data storage.Starting Price: $119 per month -
19
Bancroft
Bancroft Sysyems
Bancroft is a cloud-based estate-planning platform for financial advisors, RIAs, and firms that coordinate estate-document preparation and follow-through with client households. Advisors invite clients to a branded portal, where each document has a guided questionnaire and shared household details can prefill relevant answers. The platform generates state-specific wills, revocable trusts, powers of attorney, HIPAA authorizations, and supporting documents, and gives advisors a dashboard for tracking document progress and outstanding tasks. Trust-funding workflows organize retitling, beneficiary, and deed tasks, with draft letters for advisor review. Other tools include an encrypted Digital Safe for household records, trust updates, and blended-family views showing outcomes under either spouse’s order of death. Bancroft is software, not a law firm; individual legal advice is outside the platform.Starting Price: $299/month -
20
Mitratech CaseCloud
Mitratech
Mitratech CaseCloud is a unified legal case and spend management platform built on Salesforce for law firms and public-sector organizations. It centralizes case data from intake through resolution, giving teams one place to monitor matters, tasks, documents, communications, deadlines, and project progress. Legal professionals can collaborate on cases in real time, complete routine work more efficiently, and use Salesforce-native dashboards, reporting, and analytics to make data-driven decisions. Its spend optimization capabilities streamline invoice processing and eBilling, manage timekeeper information and rates, capture negotiations, and let stakeholders collaborate on budgets while maintaining transparency and spending control. Integrated AI-powered automation reduces administrative work by handling repetitive activities such as billing, document creation, and matter updates. -
21
Insight Legal
Insight Legal Software
Insight Legal’s cloud based case management system is the ultimate in efficiency. Designed specifically for law firms, Insight Legal provides everything you need to manage your case files from start to finish. For the users – brilliantly comprehensive workflows that offer guidance, resources and support where needed. Your tailored case plan alongside a centralized matter record that keeps everything in one place, from correspondence history, to key dates, to core matter information and next steps. For the firm – complete reassurance that your staff have the supportive guidance of workflows even if they may be working at a distance, along with compliance tools, automatic escalations and task designation that makes sure the right things are done by the right people, and at the right time.Starting Price: $195 per month -
22
Komlit
Lexplosion Solutions
Komlit is designed to help organizations monitor, manage, and report on legal disputes and litigations. It provides a centralized repository for all litigation documents, research materials, and contact information, facilitating easy access and organization. The platform offers customizable workflows, enabling users to track tasks, set responsibilities, and ensure proactive reporting from external consultants or counsels. Komlit features a calendar of matters with customizable alerts and escalations, helping users stay on top of important dates and deadlines. It also includes expense management tools, allowing users to set budgets for each matter, track fees and expenses, and receive alerts when budgets are exceeded. Comprehensive reporting and analytics capabilities provide granular analysis by nature, forum, and liability, along with ongoing performance monitoring. The software supports unlimited users with maker-checker roles, hierarchical role access, and more. -
23
TrustedHeir
TrustedHeir
Your clients have dozens to hundreds of ever-changing online assets from financial accounts, social media profiles, email, photos, and online subscriptions. Managing these frequently-changing assets for your clients offline is challenging and time consuming. TrustedHeir’s secure cloud-based application simplifies digital estate planning by empowering your clients to actively manage and update their digital estate. It’s designed to automate the process of organizing your client’s digital assets, keeping their login information up-to-date and managing the execution of the digital estate upon your client’s passing. With TrustedHeir, simply provide us with your client’s name, address and email and we’ll take it from there. From client onboarding to creating digital assets and assigning digital trustees, to upkeep of your client’s account information, we’ve got you covered. -
24
Caseroads
QbitEdge
Caseroads.com, a feature rich cloud-based practice management service that costs up to 70% less than other providers. It is designed to be incredibly easy to use and allows you to securely work from anywhere. You get all the functionality you need for one low price per user. Take your firm to the next level, work smarter, improve operations, and get paid faster. Let us help you get started with a risk free, 30-day no cost trial. Caseroads enables you to manage a larger case load more efficiently. It keeps you abreast of all critical tasks, events and deadlines. It enables you to track and understand the status of each matter. It provides insight into how your firm is operating and simplifies managing a larger client base through improved scheduling, intake and conflict management. Caseroads reduces the effort to on-board clients, access and track cases, store and find client or matter documents and capture case activities.Starting Price: $35 per user per month -
25
GoodTrust
GoodTrust
GoodTrust offers an all-in-one estate-planning platform that enables users to create a comprehensive estate plan, including wills, trusts, powers of attorney, healthcare directives, funeral directives, and pet directives, through a guided, fill-in-the-blank experience. The platform supports estate plans that are valid in all 50 U.S. states and allows every family member to build their own plan at no additional cost. A key feature is the Digital Vault, which securely stores your estate-plan documents, details of online accounts, and legacy instructions, giving you full control over access and sharing. The system is designed for simplicity: users answer basic questions about themselves and their families, print and sign their documents with two witnesses, and upload the signed forms to their Digital Vault. GoodTrust emphasizes that today’s users can complete the process in approximately 20 minutes, with the ability to revisit and update their plan at any time.Starting Price: $149 one-time payment -
26
Elayne
Elayne
Elayne is a modern estate and legacy management platform designed to help families plan ahead and navigate loss with clarity and confidence. It centralizes documents, financial accounts, and key information so you can protect your wealth and ensure your wishes are honored. With AI-driven assessments and personalized recommendations, Elayne adapts your estate plan as life changes. After a loss, Elayne provides a compassionate, step-by-step settlement roadmap supported by a dedicated human concierge. Automated account discovery, claims management, and asset distribution reduce stress during an already overwhelming time. Elayne empowers individuals and families to organize, safeguard, and settle estates with peace of mind.Starting Price: $24/month -
27
CloudCoord
Cloud Coordinator, LLC
Connect your coordinator’s Gmail and CloudCoord gets to work automatically, keeping your real estate transactions moving from contract to closing. When a contract hits the inbox, CloudCoord automatically adds it to the transaction file, reads it, extracts key dates and details, starts tracking deadlines, audits the documents for missing signatures and disclosures, and creates a transaction checklist. It prepares transaction-related emails throughout the closing process: introductions, replies, document requests, inspection coordination, deadline reminders, closing instructions, and follow-ups. Drafts use the context of the transaction and wait for your review. You approve every outgoing message before it sends. Built for agents, coordinators, and real estate teams, with review queues and transaction visibility by role. Founded by Vermont real estate agent Liam O’Reilly and serving residential real estate professionals across the United States.Starting Price: $149/month -
28
Sooprema
Sooprema
Real estate software ... simple. Simple Real Estate Software that helps you focus on what really matters ... people. Discover the real estate management software that saves you time and energy. Choose the best option for your Agency Digitize your Real Estate. Grow your real estate with a powerful and simple real estate program accompanied by spectacular technical support. Transform your real estate. Turn your real estate agency into a Proptech, sell more and increase your productivity. Switch to Sooprema. Bring your real estate to Sooprema no matter what real estate system you are currently using. Hire a Sooprema Expert. If you don't have time or just don't want to take care of setting up your website, a Sooprema expert will do it for you. Complete Real Estate CRM. Sooprema is a comprehensive real estate CRM and software with which you can quickly and easily manage all your real estate. We offer you the best tools to streamline your work, performance and visibility. -
29
CaseManagerPro
Lucid IQ
CaseManagerPro legal case management software brings every element of your cases and matters into a centralized, well-organized system that is adapted to match your specific practice needs. Every person and company, document and note, deadline and issue can be captured, managed, reported, linked and shared to provide ready access to whatever you need, when you need it. CaseManagerPro allows the entire team involved in a case or matter — including inside counsel, law firms and trusted third parties — to be better organized and connected to all elements of a case, wherever they are. When you use CaseManagerPro to manage cases you can expect many benefits, including unmatched client responsiveness, improved productivity and reduced costs. We’ve created unique features that allow you to fine-tune the system to your specific needs.Starting Price: $69 per user per month -
30
LawMaster
LawMaster
Upgrade to the most integrated and feature rich legal software and put your firm in the fast lane. Take every legal Matter Management tool you could ever need and integrate with workflow process automation that can capture and save everything related to a matter – as it happens. Access comprehensive and up-to-date information about your firm’s performance, achievements and activity – all in one place. Gain efficiency from a truly integrated general and trust accounting system through simplicity and spend it improving your bottom line. Search the entirety of your law firm’s knowledge base – quickly and easily. Filter, group and pivot your search results around numerous points with ease. Our tailored client journey starting with our Needs Based Analysis helps us get to know your legal practice so we can better understand how we can help you. -
31
Aderant Expert Case
Aderant
Aderant Expert Case is a fully adaptable web-based Case Management solution that centralizes all the different moving pieces for your matters and cases into one place putting this information right at your users' fingertips. In addition to providing a central workspace for your users, Case also automates many of your common daily activities like document creation and other workflows needed to efficiently work through your matters while reducing risk to your firm of missing an important deadline -
32
iEstate
Aspire Systems
Aspire Systems, an Oracle Partner has built iEstate, a SaaS (software as a service), cloud-based Real Estate Property Management Solution on the Oracle Cloud platform. It helps Property Developers, Real Estate companies and Lease Management Firms streamline business processes and manage areas like Property Sales Management, Leasing Management, Sub-contractor Management and Facility Management. It enables an excellent omnichannel customer experience and includes features like Sales, Social Engagement, Billing and Payment Automation. With the help of advanced geocoding functionalities and interactive GMAP features, iEstate has enabled a 360° Property View feature which is a long shot from our competitors. With iEstate, companies can also cater to leads that come from social and marketing platforms and can convert them into actual buyers and deals. -
33
Sheria360
Sheria360
Sheria360 is a web-based legal operations platform for law firms, in-house legal departments, public institutions and corporate teams. It brings legal matter and case management together with contract lifecycle workflows, document management, legal services and advisory tracking, billing, client and external-counsel portals, and task and deadline coordination. Teams can manage intake, investigations, court and regulatory updates, evidence, contract drafting and approvals, renewals, and legal documents in a shared workspace. AI features support contract and matter summaries, key-term extraction, clause comparison, risk identification, redlining suggestions, drafting, and legal research. The system also offers mobile apps and connects with document storage, e-signature, and office productivity tools, with API-based custom integrations for enterprise needs.Starting Price: $35/user/month -
34
Realvolve
Realvolve
Realvolve is a web-based real estate CRM software that is ideal for realtors and real estate businesses. With Realvolve, users can scale, connect, and thrive easily. Realvolve features include task management, contact management, property transaction management, and connectivity with third-party software. Realvolve enables users to record each contact's professional and personal information. Realvolve also allows users to manage their deadlines and capture important dates.Starting Price: $59.00/month/user -
35
Vanilla
Vanilla
Vanilla is a comprehensive, AI‑powered estate planning platform designed for financial advisors, estate planners, and attorneys. It streamlines the full advisory workflow, from streamlined client intake with Estate Health Check, through collaborative onboarding and document abstraction, to dynamic estate plan creation, visualization, and scenario modeling. It generates on‑demand legal documents (like trusts, wills, power of attorney, healthcare directives) via a questionnaire or attorney-assisted workflow. It abstracts key data from uploaded documents and builds interactive estate diagrams, balance sheets, tax projections, beneficiary summaries, family trees, and waterfall visualizations. Advanced scenario planning tools, such as ILITs, SLATs, GRATs, and Generation‑Skipping Transfer Tax modeling, help users compare strategies over time. -
36
Yardpost
Yardpost
Real estate brokers, agents, teams, and property managers; you have specialized requirements to run your business: A standout web presence, a simple CRM, easy to use marketing tools, and a powerful listing management platform with IDX and marketplace syndication all built in and all in one place. Meet Yardpost. No design, development or maintenance fees, just straightforward subscription pricing that makes sense, includes everything and grows with you. Choose from a selection of real estate-specific designs that get you up and running in a matter of minutes, hosted by us and using your own domain and brand. Update information in real time and add landing pages, page modules and forms on the fly that are specifically tailored to real estate. Stand out as a real estate pro, team, office or building that is heads-above your competition with a beautiful customer-facing website that is is always up-to-date and grows with you.Starting Price: $10 per month -
37
TekLAW
NewWave Technologies
TekLaw makes your law office more productive and profitable. Affordable and easy-to-use practice management system for smaller firms, get your office organized and functioning smoothly. A comprehensive solution, TekLaw tracks your cases, time, calendar, appearances, discovery due dates and invoices and syncs with Outlook and your PDA. With over 15 years of professional experience, our hands-on approach, combined with extensive industry contacts, give us access to the personnel you need. Project managers, software engineers, programmers, business analysts, help desk reps, and hardware technicians: New Wave Tek delivers the best recruits. TekLAW software allows you to view many aspects of a case profile easily to protect yourself from potential malpractice. Track cases with a detailed calendar that creates alerts for key dates, daily task lists, assigns tasks to multiple employees and tracks status of tasks. Never miss another deadline. -
38
Xakia
Xakia Technologies
Xakia is an in-house legal toolkit, purpose built for teams of 2, 20, or 200. It is simple, powerful and affordable, and brings together information and legal process in one simple, beautiful interface. Do away with endless excel spreadsheets and clunky, scattered data – Xakia provides a holistic view into your matters, tasks, deadlines, contracts, documents and budgets, and creates informative, data-driven dashboards for full visibility across individual and team workloads. With Xakia, it is easy to set up workflows, automation and notifications and immediately communicate the value of the Legal Team to your stakeholders.Starting Price: $70.00/month/user -
39
Time Matters
LexisNexis
Firms rely on Time Matters as an adaptable solution that improves sharing of information, collaboration, process workflows, and more. Fully customize your own workflows, precedents, forms, and documents. Optimize sharing of information among staff with a centralized database of matters. Generate documents rapidly with Merge Templates while reducing errors associated with manual creation. Maintain an automated record of all your work related to a case, to reduce malpractice risks. -
40
Rocket Matter
ProfitSolv
Imagine having all of your client and matter information in one place—documents, emails, tasks, and billable activity—in an easy-to-use interface. View a visual status of all your cases with Kanban boards, which are built on top of Rocket Matter’s robust Legal Project Management platform. Our intuitive time and expense capture screens are optimized for efficiency from anywhere within the application. And our multiple timers make tracking your time across matters a breeze. Complete your monthly billing in no time with batch billing and customizable billing rules. Rocket Matter also provides simple inline and bulk editing of invoices. Rocket Matter helps you keep your trust accounts straight in a simple and straightforward way. Store all the documents you want, organized by matter alongside other case information for convenient access.Starting Price: $49 per user per month -
41
MatterSuite
CaseFox
MatterSuite’s Enterprise Legal Management (ELM) solution is a complete suite of tools that help in-house legal corporate departments to handle daily operations to increase efficiency and reduce costs. MatterSuite ELM software includes the features of matter management, client portal, document management, calendaring, contact management, etc. It creates a centralized hub for legal information and automates the firm process. This intuitive software is the first in the market which comprises eDiscovery, litigation management, cause of action, matter management, legal research library, legal calendaring, document management, tasks, and communication to make your management better. It gives you the overall insight of your law firm to have a transparent and efficient law practice. -
42
Access Legal Case Management
Access Group Legal
Save time and increase efficiency by automating routine tasks and improving accuracy & consistency across your firm with Access Legal software for case management. Embrace collaboration, agility and efficiency, knowing that your team can work anywhere and your solution is secure and futureproof. Become more efficient with an Access Legal case management system. Minimise admin and free your lawyers to do what they do best, drive better case outcomes. From creating a client file, recording time on a case and sharing documents with your clients, save time every step of the way, giving you more billable hours to drive value and deliver quality client service. Open clients and matters quickly by simply importing a client form. Accurate data recording with no double entry. -
43
Luminary
Luminary
Luminary is a purpose-built, cloud-first platform designed for wealth advisors, family offices, and estate-planning professionals to transform static trust and estate documents into dynamic digital records, interactive visualizations, and actionable insights, all powered by AI assistance. With Luminary, you can upload legacy or contemporary planning documents and instantly receive clear summaries and extracted data, dramatically reducing review time by up to 80%. The system allows you to build interactive estate-flow diagrams and “waterfalls” that automatically update with asset values, offering clients clarity about who receives what and when. You can model advanced strategies such as GRATs, SLATs, and CLTs within one connected environment, compare options side by side, and deliver polished, brand-aligned presentation materials in minutes rather than days. -
44
iCourt
iCourt
iCourt is a software application designed specifically for virtual, audio/visual court sessions, including arraignment hearings, first appearance hearings, motion hearings and trials. The application facilitates encrypted interactions between citizens and court staff, including the solicitor, public defender, probation officer, clerks, interpreter and the judge. The citizen log-in process directs cases to designated staff members based upon answers to pre-determined questions. Acknowledgment of Rights forms, probation documents, community service agreements and reset notices are examples of forms that can be electronically signed by citizens through the iCourt system. Court staff has complete flexibility to internally transfer cases, invite staff into ongoing proceedings and initiate private video calls with one another during hearings. -
45
InTouch
InTouch
Your entire conveyancing transaction on one cloud platform. Offer a digital experience to your clients by replacing paper forms with flexible and easily configurable online forms. We appreciate every firm works in different ways. Our customizable workflows allow you to design how you work but ensure your staff members work in the same way. Allows clients to receive quotes our of hours. Enables partners to refer and quote on your behalf. Give clients a personalized quote in seconds. Our APIs and Webhooks enables you to do even more through third-party integrations. It allows you to create, read, write, upload, or trigger actions from other software, or have InTouch trigger actions in them. Save time and money by allowing clients to sign documents electronically. Progress on each matter is automatically sent to your clients, keeping them up to date and happy at all times. Reduce progress chasing phone calls by 40% by keeping your clients and stakeholders informed via our online portal. -
46
Troika Accounting
thewealthworks
Powerful trust accounting software capable of managing the accounts for trusts, estates, deputyships, companies, partnerships, foundations, funds and other entities. Trust accounts production with full fund accounting records and straightforward sub-fund accounting. Automated processes to save time managing repeating transactions, dividends and price file imports. Configurable tax functions for CGT, VAT and Income along with standard exports for easy completion of the SA900. Integrated functionality for probate, estate administration and Court of Protection to manage all your private clients. Full foreign currency accounting as standard with automatic recalculation of all ledgers and balances. Multi-company, multi-funded, multi-currency and multi-manager functionality. -
47
Matters.Cloud
Cintelli
Are you looking for an easier way to run your law firm? Matters.Cloud can help you by: - Providing insight, whether you are a single lawyer or part of a larger firm. - Bringing together key information related to your clients, contacts and matters. - Helping you to break down your matters into key phases / tasks. - Simplifying processes like raising invoices and capturing payments. - Freeing up time to win new opportunities - Operates in 15 languages and 6 data regionsStarting Price: $25.00 per user per month -
48
Legal Files
Onit
Legal Files is a legal case and matter management software designed to help organizations centralize and manage their legal work more efficiently. It provides a single system of record where teams can store and track matters, documents, emails, and deadlines. The platform replaces disconnected tools and manual processes with structured workflows that improve consistency and visibility. It includes features such as document management, calendaring, and reporting to support day-to-day legal operations. Legal Files also integrates with tools like Microsoft Office and Outlook for seamless workflow management. Its configurable design allows teams to adapt the system to different types of legal work, including litigation and compliance. Overall, Legal Files helps legal teams stay organized, reduce manual effort, and maintain control over their work. -
49
LegalTrek
LegalTrek
With LegalTrek you can easily manage the processes in your office from the time entries through the matters, and invoicing. Put an end to the numerous applications. With our product, you can easily track all the work done by your colleagues for each matter and their workload for the week or month. Over time, our system managed to impose as a leading legal software on three continents and over 15 countries. LegalTrek is the solution for small boutique law firms as well as firms with over 100 people. LegalTrek - Certified Microsoft Partner You can find our application in Microsoft's AppSource In Oct. 2019 LegalTrek became an Official Microsoft Partner. The end-to-end solution to all IT needs of the modern law firm is now available via the AppSource portal at preferential prices.Starting Price: $245 per month -
50
Legal Workspace
Cannysoft
Boost productivity and profitability with our secure, affordable, highly customizable and easy-to-use Case Management Software. Manage your complex legal matters easily and smartly from anywhere at any time. Legal Workspace is the best cloud-based Legal Case Management Software for UK law firms & lawyers to manage legal matters more efficiently & effectively. It is a highly customizable and easy-to-use Legal Case Management System that will allow you to manage your complex legal matters easily and smartly from anywhere at any time. No technical IT skills are required to use our Case Management System. UK law firms are saving a lot of time each week by using Legal Workspace. Finally, they have more time to grow their business and make more money. Legal Workspace has lots of useful features to help you run your law practice smoothly & efficiently. Legal matter management, document management, key dates management, time recording, hourly rate billing, disbursements management, etc.Starting Price: $45 per month
