Alternatives to Intake Forecast
Compare Intake Forecast alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to Intake Forecast in 2026. Compare features, ratings, user reviews, pricing, and more from Intake Forecast competitors and alternatives in order to make an informed decision for your business.
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8am
8am
8am™ is business management software for professional service firms designed to help law firms, accounting firms, and other professional services organizations run more efficiently from client intake to payment. Bringing together trusted products like LawPay, MyCase, CasePeer, DocketWise, CPACharge, and ClientPay, the platform delivers a unified solution for practice management, case management, document management, billing and invoicing, payment processing, accounting, and financial reporting. With enterprise-grade security, seamless integrations, and award-winning support, the platform empowers professional service firms to work smarter—not harder. Over 260,000 professionals and 175+ associations trust 8am technology to power their practices, simplify operations, and drive sustainable growth. -
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Lawmatics
Lawmatics
Create a repeatable process you can set and forget with Lawmatics law office intake form templates. Spend time on the most valuable tasks and let your legal CRM handle your client intake and marketing efforts. Our CRM for lawyers enables you to not only connect with new clients, but re-engage with your collected database of past clients with law firm documentation automation. Keep your firm at arm’s reach for them when a new opportunity arises. Workflow automation for law firms is the simplest way to create a new stream of revenue! Implement automated follow-ups to ensure that you respond to potential clients immediately with our all-in-one legal CRM. Don't let anyone fall through the cracks. Your clients will be impressed by your organized and tech-savvy methods for handling their case from the minute they reach out to your firm. From easy & instant esign for legal documents, to automatic follow-ups, our software delivers a cutting-edge approach that will WOW your clients. -
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Assembly Neos
Assembly Software
Assembly Software is changing how personal injury law firms run their practice, combining embedded intelligence, workflow automation, and 40+ years of expertise to help firms handle more cases and drive better results for their clients. Its flagship platform, Neos, has been consistently recognized as a G2 Leader in Legal Case Management, and its built-in AI, NeosAI, won the 2025 LegalTech Breakthrough Award for LegalTech Generative AI Solution of the Year. Built on the legacy of pioneering personal injury case management brands Needles and Trialworks, Assembly is trusted by thousands of firms every day.Starting Price: $99 per user per month -
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Lexion
Lexion
Lexion is a powerfully simple contract management platform that helps every team do more business, faster, by streamlining and centralizing the contracting process in a system that works the way you do. Manage all your end-to-end dealmaking operations from one centralized dashboard, with simple email-driven intake and workflows any team can use instantly, intuitive no-code automation to streamline processes and workflows, and industry-leading, practical AI that can read contracts to automatically track key terms, generate reports, and more. We built Lexion at Microsoft co-founder Paul Allen’s artificial intelligence research institute (AI2). With a top-notch and experienced team from Microsoft, Facebook, Google, and Amazon, we built a company that CB Insights ranked the #1 most promising AI legal tech startup in the world two years in a row, and which top AI investors (including A16Z, Sequoia, and Goldman Sachs) voted one of the top 40 Intelligent Applications to watch in 2022. -
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Litify
Litify
Litify is the end-to-end legal operating platform designed to break down silos both within your legal team and between you and your clients. Our industry-leading platform includes customizable matter plans and intake questionnaires, a full suite of timekeeping and billing products, and native document management — all configurable in a user-friendly, no-code environment. Our platform is built on Salesforce, one of the most secure solutions in the world. Litify's solution includes: Matters & Intakes: Standardize processes across your legal team and make sure best practices are applied to every case. Document Management: Keep all your case materials organized in one place with Docrio, our fully integrated document management system. Time & Billing: Increase both time capture and bill realization with our suite of timekeeping and billing features. Reports & Dashboards: Easily understand what’s happening in your business with user-friendly, configurable dashboards built in. -
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Law Ruler
ProfitSolv
Why Choose Law Ruler? BUILT WITH YOUR GROWTH IN MIND | Legal Intake CRM | Legal Billing | All-In-One Solution | Easy-To-Use | Sign More Cases | Track | Win ✅ Elite Level Functionality: Rapidly grow your firm with automated marketing/CRM features at a competitive price ✅ Streamline Processes: Easily manage the entire client lifecycle from intake to settlement/invoice with intelligent automation ✅ Marketing Automation - Send personalized automated texts and emails that nurture your leads and prospects with the right number of touches to ensure a positive experience and new business. ✅ Personalized Set-Up: Done-For-You Implementation available ✅ Dashboard Analytics: Create customizable reports - Track KPIs - Know exactly what your best marketing sources are and their ROI. Law Ruler combines powerful legal CRM software and marketing automation software features with a streamlined intake system to keep you more organized, more efficient, and more profitable.Starting Price: $89/user/month -
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8am DocketWise
8am
8am™ DocketWise combines collaborative, multilingual form preparation with robust case management and the first ever CRM designed specifically for immigration lawyers. We've redesigned the client intake process from the ground up, with a modern and collaborative experience that saves you time and puts your clients at ease. Whether you practice family, humanitarian or business immigration law, our comprehensive form library has you covered. Combine any number of immigration forms into a single intake questionnaire for your client to complete. Review and download completed collections or one-by-one. Translate questionnaires into Spanish, French, Portuguese, Russian, Arabic, Hindi, Chinese and more. Send questionnaires to clients by email or text message to complete on their phones or computers. Track the status of invitations from "Sent" to "Submitted for review".Starting Price: $50 per month -
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LollyLaw
LollyLaw
Lolly Law is an award-winning legal practice management solution for immigration law or related areas. Since 2014, Lolly Law has been unparalleled in its ease of use and powerful tools to create, manage, and track cases. Lolly Law now comes stocked with fully customizable immigration workflows and immigration form sets from USCIS, DOJ, DOS, and the FBI. Each form can be filled out through the web in a live collaboration mode so that you can assist clients remotely. The software features include contact management, SMS messaging, calendaring, notifications, time tracking, task management, invoicing, document automation, form filling, cloud storage, branded client portal, online payments, and customizable case types and workflows. New features and enhancements are added each month. With Lolly Law and ReForm, you can work with clients anywhere to quickly gather information from intakes, questionnaires, and online PDF forms. ReForm lets you and your clients work in a live document -
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Lexidesk
Lexidesk
Lexidesk is the AI intake platform built only for consumer-facing law firms. It answers phone calls and website enquiries 24/7, runs real intake conversations, qualifies and scores every lead, books consultations or live-transfers urgent matters, follows up automatically, and syncs a structured summary into the firm's CRM. Unlike a chatbot or phone tree, Lexidesk handles reception and intake in one natural conversation. It supports 25+ languages, recognizes returning callers, and routes non-lead calls to the right person. Native integrations include Clio, HubSpot, Lawmatics, HighLevel, Calendly and Acuity, with custom webhooks for anything else. A deployment suite adds agent versioning, AI simulation testing, and instant rollback. Onboarding is white-glove and done-for-you, with firms live in 2 to 3 days. Practice areas served include family, immigration, criminal defense, personal injury, estate planning and employment law.Starting Price: $500/month -
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Captorra
Captorra
Captorra is a premier case intake and lead conversion software solution for law firms specializing in mass tort, personal injury, bankruptcy, criminal defense, and immigration. Designed exclusively for managing the case intake and lead management process, Captorra helps law firms convert potential leads into a new case. This cloud-based software solution delivers powerful tools for lead conversion and client sign-ups such as process automation, intake scripts, eSignature capabilities, referral management, management of physical signup packages, marketing analysis, email marketing, and reporting. -
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LawAlign
LawAlign
LawAlign is the leader of Case Management Software programs for Personal Injury practices nationwide! It encompasses all that a Personal Injury practice demands from intake to trial and is fully customizable to your individual firm’s needs. Save time and money PLUS simplify routine tasks and improve efficiency ALL without adding staff! Utilize LawAlign on both PCs and Macs for a one time cost and no recurring fees. LawAlign was designed to keep track of the many details a personal injury practice requires. It’s simple, general case management software will not cut it. LawAlign is the only solution for Personal Injury firms nationwide. LawAlign is a powerful, easy-to-use case management system. Quite simply, LawAlign helps you organize your practice. -
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Alert Communications
Alert Communications
Customized, bilingual 24/7/365 call answering service that includes message taking, call forwarding, customer service, appointment scheduling, and more. Our law firm answering service screens potential clients based on your preferences and determine if they're qualified or need to be referred elsewhere. Legal intake specialists from our lawyer answering service take leads from initial contact to an e-signed contract, posting directly to your CRM or case management system with a legal answering service. Convert website visitors into new cases and communicate with clients wherever they are. Section background shape image. Respond to and capture high-volume TV, radio, and online advertising leads using our best-in-class solutions and processes. Live answering service with experienced intake specialists in the legal industry immediately respond to all inbound and outbound leads for your law practice and legal firm. -
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GrowPath
GrowPath
GrowPath is a cloud-based law practice management application. It combines client intake, case and document management, and business analytics into a single platform. GrowPath helps law firms process matters in an efficient and scalable manner to increase opportunities and maximize firm revenue. GrowPath is a SaaS offering initially released in 2017. The Law Offices of James Scott Farrin, one of the largest plaintiffs' firms in the Southeast and a live testing ground for product evolution and inspiration, conceptualized and developed GrowPath. Through the Farrin firm, GrowPath has been built, upgraded, and leveraged for logistical and monetary success. GrowPath holds 18 patents related to its legal technology, including an automated lead scoring tool that helps identify high-value intakes. Another popular patent is the Buzzwords feature. Buzzwords aid staff during the client intake process by providing real-time prompts for potential derivative cases.Starting Price: $87/user/month -
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SimplyConvert
SimplyConvert LLC
SimplyConvert is the premier legal tech platform to reach and convert potential clients, streamline case management from intake through resolution, and securely maintain data for real-time analysis. Founded by a mass tort lawyer and developed with a team of legal specialists and programmers, SimplyConvert puts every step of the intake process — from client intake to case filing to resolution — on autopilot. Our automated client intake chatbot evaluates cases 24/7/365 with lawyer-created case criteria. Auto-retain qualified clients and auto-reject unqualified leads. Specially built for law firms, our feature-rich CRM helps you manage your relationships with potential and signed clients by keeping all their details organized. Keep the cases you want, and refer out the ones you don’t. Track communications and fee agreements and keep everyone on the same page with real-time reporting.Starting Price: $250 minimum monthly fee -
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LawyerLine
LawyerLine
We understand that each firm is unique. As a result, LawyerLine provides custom plans according to your own preferences. Pick and choose which features you’d like and we’ll both come up with the best plan for you. Our live receptionists always execute the best call-handling practices. From warm, personalized greetings to custom voicemails, we not only answer the phone, but we will also transfer important calls to your direct line. With over 8 years as a legal intake specialist, LawyerLine has perfected the client intake process. With case questions of the highest quality, customized by you, our team will give you the imperative information you need to claim a case. LawyerLine is more than just an answering service. An individual call summary, daily call summary, and monthly report will be sent to each lawyer so every law firm is prepared at all times. The number of hours we save our most active firms per year. The amount we can improve client conversion rate for small firms. -
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Caseflood.ai
Caseflood.ai
Caseflood.ai is an AI-powered receptionist and legal intake specialist designed to enhance law firm operations by managing client interactions, scheduling, and case analysis. The system features virtual assistants like Luna, who handles new client intake with humanlike TrueVoice technology, forwards calls appropriately, books consultations with a 94% conversion rate, and supports over 20 languages. Bob, the case analyst, provides executive summaries of client matters, prioritizes cases, and delivers concise client information. Jess, the client manager, focuses on closing clients through personalized follow-ups, sends reminders for meetings and tasks, maintains client engagement, and schedules appointments by coordinating with the firm's calendar. Caseflood.ai integrates seamlessly with existing law firm technologies, including case management software and CRMs, ensuring a smooth workflow.Starting Price: $650 per month -
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Eve
Eve Legal
Eve is a comprehensive AI legal platform designed specifically for plaintiff law firms, supporting every stage of a case from intake through resolution. It begins with case intake and evaluation, helping firms identify high-potential cases and generating overviews based on key documents and facts. In the pre-litigation phase, Eve drafts documents in your preferred tone and style, demand letters, medical chronologies, complaints, and cites relevant case facts. During litigation, it aids in propounding discovery, responding to discovery requests, analyzing depositions, and crafting motions, all within minutes instead of hours. Eve continuously integrates with your existing workflows and adapts to your firm’s processes, rejecting the idea of generic legal automation in favor of a system that “works alongside you.” Its features include an AI reasoning mode for advanced legal reasoning, inline source citation, and a validation framework to verify outputs. -
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CloudLex
CloudLex
CloudLex is the end-to-end personal injury management software built exclusively for plaintiff PI law firms. From intake through settlement, CloudLex brings together client communication, medical records, litigation, negotiations, and financial workflows into one connected system—so your team operates with greater clarity, coordination, and control. Modern PI practices need more than standalone software. CloudLex is one connected ecosystem where platform, AI, and paralegal services work together—eliminating the need to manage multiple tools, vendors, and disconnected workflows. Platform, Lexee AI, Paralegal Services, and Voices of PI come together to support how PI firms actually operate. Instead of piecing together software, AI tools, and service vendors, CloudLex gives your firm one ecosystem, one partner, and one login. Trusted by PI law firms nationwide, CloudLex helps modern practices scale with confidence. -
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CasePacer
CasePacer
Transform your law practice with software and tools built by legal professionals. Finally, a mobile app that integrates directly with your case management software. Automate discovery, intake and lead generation. 24/7 client intake powered by intelligent forms with criteria-based question sets for each plaintiff. Manage and monitor the case from a single central hub. All information on CP Direct is fed directly into the case management system. Cut the clutter and keep everyone on schedule with calendar, expenses, and plaintiff info directly in the app. Automate intake forms for all clients with common templates, collecting initial data for each case without ever picking up the phone or writing an email. Manage all documents and deadlines from a single central hub, using customizable workflows and reminders to automate your internal processes.Starting Price: $5/case/month -
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LegalSale Pro
LegalSoft
LegalSale Pro helps you build a better law practice. Law practice management software and the only one that allows you to sale your services online. LegalSale Pro offers everything you need to run your practice. From intake to invoicing, we have built industry leading tools to manage your cases, accounting, documents, tasks, compliance and more. We help you organize your entire firm. With your clients matters, scheduling, tasks, accounting in one place you will work more efficiently. Securely share with your clients documents related to their case, invoicing with the ability to monthly payments online, and keep notes about important dates and reminders.Starting Price: $99 per user per month -
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CorpIntake
PaayaTech Inc.
CorpIntake is a web-based new business intake (NBI) application tailored to your requirements, allowing you to reduce risk and increase revenue by automating your manual processes. Expedite the process of file opening for new and existing clients. CorpIntake automates data collection, conflict checking, and approval processes, and can be deployed both on-premise or on Azure cloud. CorpIntake is a client and matter intake application with the following features: 1. Data gathering with dynamic forms for opening a new client / matter. 2. Automatic email notifications to stakeholders. 3. Integration to existing systems like your marketing database, document management system, or accounting system. 4. Conflict search and approval workflow to automate specific processes for gathering matter / client information electronically. 5. Auditing at all steps of the process including data gathering and conflicts resolution that can be reviewed any time. -
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Clerx
Clerx AI
Clerx is an AI-powered intake and client communication platform built for law firms. It helps firms capture, qualify, and convert new inquiries across phone calls, website chat, and text messages, while also supporting communication with existing clients. For prospective clients, Clerx responds instantly, answers common questions, gathers intake details, schedules consultations, and helps ensure no lead is missed. For existing clients, Clerx can answer routine questions, provide case updates when appropriate, take messages, and route inquiries to the right team member based on the firm's workflow. Designed specifically for legal workflows, Clerx supports multilingual communication, customizable intake flows, consultation booking, lead qualification, smart routing, and CRM and practice management syncs. Firms use Clerx to improve responsiveness, reduce administrative burden, and convert more inquiries into signed clients. Provides transcripts, summaries & communication insights.Starting Price: $99/month -
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SimpleLaw
SimpleLaw
Using legal tech shouldn’t be tough. It’s supposed to be a helpful tool, not another frustration. Introducing the next generation of SimpleLaw. One platform to manage your firm from lead intake through to matter resolution. Customizable to your firm, your process, and your individual client needs. Workflows, reporting, document automation, billing cycle, and more, all for $39 per user per month. No tiered pricing here. Built with data security in mind. Put an end to the frustrations of the daily grind. It’s time to think different. Think Simple. We are offering 3 months free.Starting Price: $39/user/mo, billed annually -
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Slatewell
Slatewell
Customize and automate your entire workflow—capture client data, manage documents, and track progress all from one place. Work together within a firm, with the client, or with a client's financial advisor or CPA. Collaboration is built into every feature on Slatewell, with custom portals for every client. Create digital intake questionnaires for clients, or use them with staff to standardize processes. Built in notifications and reminders ensure that questionnaires get completed. Request feedback from professionals outside the firm, assign tasks to team members, and keep track of what's done and what's next. Use any state specific probate forms to generate petitions of probate, ancillary documents, beneficiary letters, and more. Upload any PDF of your own to build custom workflows. -
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FLIP
BlumbergExcelsior
Basic case management and intake software to manage client/matter data for instant retrieval: intake label printing, report generation and various other forms and labels. Utilize the bar code feature to track files. 12 built-in FLIP Memos: Documents Enclosed, Transmittal Memorandum, Filing or Recording of Documents, etc. Also creates CUSTOM MEMOS for repeated use. FLIP addresses the FLIP MEMOS to clients and opposing counsel for mailing in window envelopes. Memos print on plain paper or on the FLIP Memo forms. Large file label to identify expandable pockets and wallets. Affixes to side of pocket or wallet. Print it easily through envelope feeder. Identifies file with data from client/matter/opposition database and bar code (see illustration).Starting Price: $99.95 one-time payment -
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Legal Sale Pro
Legal Soft
Law practice management software and the only one that allows you to sell your services online. LegalSale Pro offers everything you need to run your practice. From intake to invoicing, we have built industry-leading tools to manage your cases, accounting, documents, tasks, compliance, and more. We help you organize your entire firm. With your client's matters, scheduling, tasks, and accounting in one place you will work more efficiently. Securely share with your client documents related to their case, invoicing with the ability to monthly payments online, and keep notes about important dates and reminders. Securely share with your client documents related to their case, invoicing with the ability to monthly payments online, and keep notes about important dates and reminders. Work from your computer, laptop, tablet or smartphone - even the public library if you need to, securely.Starting Price: $25 per month -
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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 -
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Lawcadia
Lawcadia
Lawcadia is an end-to-end legal operations platform for in-house legal teams and law firms. A unique two-sided platform with an intelligent automation engine, Lawcadia transforms the way in-house legal teams and law firms collaborate and solve business problems. In-house legal teams benefit from structured intake and triage, streamlined workflows, accurate instructions, greater control of budgets and law firm engagements, as well as optimised document, email, and matter management. Plus, configurable metrics and dashboards clearly demonstrate the legal function’s value within the organisation. Law firms benefit from enhanced client relationships through client intake portals, improved project management and the creation of bespoke regulatory workflows, supported by exceptional reporting analytics. Utilising Lawcadia Intelligence, an intelligent platform engine, Lawcadia incorporates no-code automation and logic-based workflows with an intuitive end-to-end legal operations plat -
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CaseFox
CaseFox
CaseFox is a cloud-based legal billing and case management software for law firms, attorneys, CPAs, consultants, investigators, and corporate legal teams. It streamlines vital workflows like case/client/document management, timekeeping & expense tracking, billing/payments, and client intake forms. Now with AI-powered document generation and analysis, users can generate contracts, NDAs, and legal drafts easily. Seamlessly integrate with top tools like PayPal, LawPay, QuickBooks, Xero, Dropbox, Google Drive, G-Suite, Box, Office 365, and calendar apps. For larger teams, CaseFox offers Enterprise Legal Management (ELM) solutions, including custom software development and white-label services, to automate daily tasks and boost firm-wide productivity.Starting Price: $45 Monthly & $39 Yearly -
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eimmigration by Cerenade
Cerenade
eimmigration is case management software that helps law practices and non-profits simplify immigration casework. 17,000+ immigration attorneys, paralegals, caseworkers, and operations leaders choose it to: - Get back 2 days every week - Prepare accurate petitions 4x faster - Complete intakes 10 days sooner - Keep clients informed 24/7 - Boost practice growth & profitability This all-in-one system includes everything you need to manage your cases, clients, forms, and firm. The team behind eimmigration have been building digital tools that drive efficiency in immigration law for 30 years. The company is rooted in a single mission—to make casework easier for immigration law professionals.Starting Price: $55 per user per month -
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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 -
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Veza Reception
Veza Reception
Veza Reception is a specialized virtual receptionist platform designed to help law firms manage incoming calls, client inquiries, and appointment scheduling without requiring in-house front desk staff. It provides trained legal receptionists who answer calls in the firm’s name and follow customized scripts and routing rules defined during onboarding, ensuring each interaction reflects the firm’s brand, professionalism, and intake process. Calls can be screened, routed, or transferred depending on urgency and client type, with warm transfers used for high-priority situations when attorneys are available. Receptionists gather essential information such as the caller’s name, reason for contacting the firm, case details, and other intake data so attorneys receive clear and organized summaries immediately after the call. It supports appointment scheduling for consultations and follow-up calls, helping law firms convert potential leads into booked meetings.Starting Price: $200 per month -
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Tritek Case Management
Tritek Case Management
With over 20 years of industry experience and development, our software provides efficient handling of all case aspects, from intake forms to calendaring. We help you generate more revenue and spend less time organizing your case files. From locating the Jones file in 3.2 seconds to full paperless office integration, Tritek is on the cutting edge of law office case management software. We utilize full-time in-house programming to build a system that is reliable, comprehensive and efficient. -
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CARET Legal
CARET Legal
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. -
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LeadTrac
National Data Systems
If your current software solution is not optimized to allow you to easily manage your data, financial transactions and client communication, let's talk! Your business works with data. Optimize how it's managed. Enjoy the flexibility of having customized field sets to organize data and streamline intake, enrollments, and sales with LeadTrac™. Utilize powerful, configurable workflows by department to keep employees, tasks and client relationships on track.Starting Price: $39.95 per user per month -
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From intake to release, information on all aspects of an inmate’s incarcerations are maintained by the GTL Offender Management System (OMS) – including initial intake, charges, sentencing, property, housing, medical, meal planning, scheduling, and temporary release to name a few. For increased security, GTL OMS utilizes digital fingerprinting to positively identify inmates, increasing accuracy in inmate movement, housing, release, etc. Plus, built-in reports that interface with the Crystal Reports platform from SAP make it easy to produce meaningful and accurate reports. Now in its third generation, GTL OMS utilizes state-of-the-art web-based technology to deliver an unparalleled user experience that has made it the #1 jail management system in the U.S. county corrections market. GTL OMS now manages one out of every four county and private facility inmates in the U.S., proving its reliability day after day.Starting Price: $100 one-time payment
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Sheriasoft
Sheriasoft
Digitize your matter management with organized files, integrated client SMS, and client portal. Stay on track with integrated task management. Assign tasks on the go, or create custom task flows. Integrated calendar, automatic notifications, and conflict alerts keep your firm on point. Built-in analytics help you track payments, billables, deadlines, campaigns, productivity, and more. Streamline intake and automate follow ups so you can save time, strengthen your professional network, and provide a better client experience. Our pages are just as responsive on mobile devices, allowing customers to handle their business on the go. We keep it KISS (Keeping It Simple & Satisfying). Get started in no time and spend zero time on training. No learning curve and complex workflows to keep life simple. Increase team efficiency by collaborating on tasks, Events, documents and matters.Starting Price: $12 per user per month -
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Upfront New Business Intake
Fulcrum GT
Your team works tirelessly to check and clear conflicts and to register and manage new matters, while meeting all regulatory compliance requirements. Equip them with a comprehensive tool to make them even more effective and efficient. Streamline and standardize your manual business processes for clearing new business with a flexible workflow engine. Intelligent workflows simplify necessary compliance with AML and KYC standards. Accelerate new business decisions by producing high-quality, centralized intake data. No more paper files and laborious review processes. Integrate and scale critical policies through a robust form builder, reporting tools, alert triggers, and matter lifecycle tracking capabilities. A conflict management tool needs to work the way your people do. Evaluating your firm's potential business relationships requires timeliness, flexibility, and complex analysis. Our Upfront solution provides comprehensive due diligence through intelligent filters. -
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ClientRock
ClientRock
Your firm runs differently to serve your clients the ways they demand in 2020. Clients expect their law firms to be as easy to work with as their iPhone, as predictable as their Netflix subscription. ClientRock helps your firm deliver an unparalleled experience that will have them referring your services for years to come. Your intake process is your first chance to make a great impression. Don't fumble the ball by making it difficult to get started. Let ClientRock set up appointments, collect client information, gather payment details and get fee agreements signed in one easy (and customizable) flow. It's great to book a consultation, but what happens after? With ClientRock you can turn your consultations into engagements with one click. You don't need to waste brain-cycles following up with clients to sign your fee agreement. Let ClientRock remind them for you.Starting Price: $75 per month -
40
Mass Torts 360
SimplyConvert LLC
Mass torts are called mass torts for a reason: these massive litigations involve thousands – and sometimes even hundreds of thousands – of claimants, millions of data points, and countless steps from intake to resolution. Litigation of this magnitude requires a platform capable of organizing, analyzing, and managing enormous amounts of claimant data. Designed by a mass tort lawyer for mass tort lawyers, SimplyConvert’s Mass Torts 360™ utilizes advances in technology to bring a more tech-forward and efficient process to handle the stress points in mass tort litigation. Whether you’re in the leadership of an MDL or have a handful of cases, our one-stop shop for mass torts is uniquely positioned to help you navigate every step of the litigation. Firms can rank and sort cases based on any measure desired (injury, date, age, referral firm, etc.) and see adjustments in real-time, at the simple sort of a dashboard. This allows every lawyer to developStarting Price: $250 minimum monthly fee -
41
Easysoft Legal Software
Easysoft
Easysoft Legal Software-the most trusted & affordable solution for legal professionals in real estate and family law practices. It’s compliant and mobile device compatibility continue to make it the best legal calculating software for over 35 years. Easysoft Real Estate processes complex calculations for real estate transactions including automated CD and HUD, projected payments and cash to close, plus you can conduct title searches and complete1099-S reporting and file directly from the software. Easysoft Family Law offers state-specific software for family law attorneys and their staff, the New Jersey product features the Case Information Statement, worksheet comparisons, historical expenditures, child support worksheets and a time-saving client intake portal. Massachusetts Family Law software is coming soon. Ask about our product for New York uncontested divorces also. FREE demo, FREE 7-day trial, FREE support. Visit easysoft-usa.com or call 1-800-905-7638 extension 1Starting Price: $69/month/user -
42
DirectLaw
DirectLaw
DirectLaw is a cloud-based client-facing legal document automation platform that enables users the delivery of online legal services. DirectLaw features include creating online intake forms, client-facing document automation, selling of document review online services, sell legal advice online by phone, client-facing calendar, and more. DirectLaw also integrates with Google Apps, Box, Rocket Matter, and more. Offer your clients the convenience of preparing legal documents online from your website. Store important documents and attorney-client communications for 24/7 web-based access. Access important dates and upcoming events as posted by the firm. Create or enhance your online presence by incorporating DirectLaw's interactive client portal designed to increase client acquisition, client retention and law firm productivity. Use our virtual law firm platform to complement your traditional law firm's business model and marketing strategies and/or create a new model.Starting Price: $49 per month -
43
Made For Law
Made For Law
Made For Law is a legal technology platform providing over 50 free, state-specific legal calculators and an embeddable lead generation system for attorneys and law firms across the United States. Calculator Coverage The free public library spans 11 legal categories: probate cost estimation, executor fee calculation, divorce financial planning, child support, personal injury settlement ranges, homestead exemption eligibility, Chapter 7 bankruptcy means testing, and more. All tools cover all 50 states and 3,000+ counties with state- and county-specific data. Attorney Lead Generation Law firms embed Made For Law calculators on their own websites using a no-code installation. Each embedded calculator captures visitor contact information, delivers branded results, and exports PDF summaries — automatically routing new leads to the firm's CRM, email, or intake workflow. Who It's For Solo attorneys, small firms, and midsize practices seeking a scalable, content-driven alternative tStarting Price: $49/mo -
44
Litmas AI
Litmas AI
Litmas AI is an AI litigation platform built for attorneys. Unlike generic AI, Litmas delivers verified research, motion drafting, and case analysis with zero hallucinations—every citation is court-ready. Key Features AI Associate: Case-specific answers with verified citations for legal analysis and strategy. Motion Builder: 90% court-ready motions in minutes with verified citations. Litiverse Graph: 3D visualization of parties, witnesses, claims, and facts. Evidence Mapper: Maps facts to elements, showing what's supported or missing. Pre-Suit Module: Compliant complaints and demand letters. What Makes Us Different Built by trial attorneys for litigation, not generic AI. Multi-step verification eliminates hallucinations. Trained on verified U.S. case law. Complete workflows from intake to motion. No fake citations, research you can trust. -
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BaseNet
BaseNet
With BaseNet you can optimally set up your services from one central environment. This gives you control from client intake to archiving, and you have all the functionalities in-house to make your practice successful. Technology for the future. That's what we stand for. With AI applications and BI tools, among other things, we automate time-consuming work and make complex data insightful.Starting Price: $70.85 per month per user -
46
LawVu
LawVu
LawVu is the legal workspace for in-house legal teams to do their best work, faster. With everything you need, when you need it – make it your own with matters, contracts, spend, intake, knowledge and reporting all available in one simple and flexible workspace that scales with you. No more bouncing from system to system, as LawVu enables legal teams to have total visibility and control, so you can spend less time on busy work and more time on the strategic role you came in-house to do. -
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Eagle*Advantage JMS
Eagle Advantage Solutions
Data management is key to a safe and efficient jail, and Eagle*Advantage Jail Management System (JMS) is the ideal solution for county detention facilities. Our fully integrated software tracks inmates from intake through release. Create lineups, retrieve archived records, generate investigative worksheets, print folder tags and badges – all with just a few keystrokes. And the Eagle*Advantage JMS software includes over 200 reports to ensure you stay compliant. Get the most from your detention facility staff with Eagle*Advantage JMS, the most effective booking, reporting, and tracking jail management software on the market. -
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Dazychain
Yarris
Dazychain supports your organisation’s digital transformation. By understanding the challenges legal leaders face when managing matters, people and documents without an effective system, we help lawyers optimise the department’s workload, control risk and provide rapid advice to meet changing business requirements. Dazychain is a corporate legal software platform that provides end-to-end matter management, including intake, triage, document management, reporting, external panel management and collaboration, knowledge management and contract management. We can create a simple configuration for you, or create a fully automated experience, using your own processes and templates. -
49
EffortlessLegal
EffortlessLegal
Speed up invoice review and approval, achieve clean and compliant billing in real-time, and get your bills out over 5x faster! Speed up invoice review and approval, achieve real-time billing guidelines compliance, completely automate your UTBMS coding. Completely automate your UTBMS coding. No more tedious and time consuming hassle. Complete AI-powered invoice and matter management system. Easily edit, merge, combine, and convert LEDES 1998B invoices! Automates your client intake process, including preliminary conflict checks. Provides real-time budgeting insights and alerts. -
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HyperStart
HyperStart
HyperStart CLM, an AI-built contract infrastructure for modern legal ops teams - purpose-built for speed, control, and scale. Customers include Eikon Therapeutics, Trial Library, p-Chip, Lumelight, and LeadSquared report: - 95% reduction in contract TAT - 94% AI accuracy, powered by HyperVerge - 1-minute first-pass reviews - 4-6 week set vs. other CLM deployments Contracts are at the core of every business. HyperStart streamlines the entire contract lifecycle in a single intelligent workspace from contract request intake, redlining, and approval automation to signatures, repository, and obligation tracking. More recent AI-native features empower both legal and non-legal teams to: Query contract intelligence for specific cited answers with the AI-Chatbot. Streamline contract queries for legal from across channels with Intake Forms. Codify institutional knowledge on AI Redlining Playbooks. AI-Built Charts that visualize, reason, and watch for what matters to your business.
