Alternatives to Legal Sale Pro

Compare Legal Sale Pro alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to Legal Sale Pro in 2024. Compare features, ratings, user reviews, pricing, and more from Legal Sale Pro competitors and alternatives in order to make an informed decision for your business.

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    Assembly Neos

    Assembly Neos

    Assembly Software

    Assembly provides case management solutions that 2,300+ top law firms trust to optimize workflow and maximize the bottom line. Combining legal know-how with next-gen innovation, our web-based solution, Assembly Neos, puts even more tools in your hands: a live activity feed, real-time dashboards, automated reports, world-class support and more. Leverage rich document management and work with staff together on documents to save time and gain efficiency. Access templates for dozens of case types and customizable case libraries. With Neos you can win more cases with less work. Now available - Intake Pro! - Automatically process incoming leads from call-ins or web sources, and send notifications to clients - Generate and send a retainer, referral, or rejection letter with the click of a button - Generate reports that track marketing campaigns and provide insight into ROI and pipeline activities - Schedule automated emails, send SMS messages, and keep leads warm
    Starting Price: $99 per user per month
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    Litify

    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

    Law Ruler

    Law Ruler Software

    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 Month/User
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    LegalSale Pro

    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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    LollyLaw

    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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    Caseroads

    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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    Lawcus

    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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    CloudLex

    CloudLex

    CloudLex

    About CloudLex: CloudLex® is a personal injury case management software developed exclusively for personal injury law firms that lets them take control of their practice from intake through closure and beyond with one comprehensive law firm software. CloudLex’s unified software, backed by Microsoft Azure’s HIPAA-certified data security, handles productivity, accountability, communication, collaboration, and insights across the firm from case intake to settlement and negotiation, including storage and archival. Plaintiff personal injury law solutions built specifically for you; - Matter Manager - Intake Manager - Client Portal Messenger - Digital Archiver - Referral Engine - Microsoft Office Online® - CloudLex for Word - CloudLex for Gmail and Outlook - App Integrator - E-Signature - PDF Editor - Microsoft 365 - Expense Manager - Uber - Advanced AI Search
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    DirectLaw

    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
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    Slatewell

    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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    Lawmatics

    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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    Sheriasoft

    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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    GrowPath

    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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    CaseFox

    CaseFox

    CaseFox

    CaseFox is a cloud-based legal billing and case management software for law firms, attorneys, CPAs, consultants, investigators, legal professionals, and corporate legal departments which helps them with the most vital features such as case, client and document management, timekeeping & expense tracking, billing and payments, client intake form and many more. When it comes to integrations, CaseFox integrates with the top legal softwares such as PayPal, LawPay, Quickbooks, Xero, Dropbox, Drive, G- Suite, Box, Office 365, Calendar, and many more. CaseFox also provides enterprise legal management (ELM) software service with custom software development and white label solutions for big firms and corporate teams. It automates and streamlines the daily tasks that improves the firm's productivity.
    Starting Price: $45 Monthly & $39 Yearly
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    eIMMIGRATION by Cerenade
    Ranked #1 with the largest immigration software user base in the U.S., Cerenade's eIMMIGRATION is the most comprehensive, easy-to-use, and secure legal practice management software in the immigration space. eIMMIGRATION is cloud-based, intuitive with a modern UI, and offers all-in-one functionality: Case Management, Contact Relationship Management (CRM), Workflow Automation, Document Assembly, Client Intake, Billing, Reporting, Smart Alerts, USCIS & Priority Times Tracking, e-Filing, e-Signatures and more to facilitate end-to-end practice management for organizations of any size. All this, plus Cerenade’s best-in-class customer service team, technical support for customizations and integrations, and training resources to provide immigration professionals with a seamless user experience. Contact Cerenade for a free trial and schedule a live demo to learn more.
    Starting Price: $55 per user per month
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    Easysoft Legal Software
    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 1
    Starting Price: $69/month/user
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    Jusnote

    Jusnote

    Jusnote

    Jusnote is an all-in-one legal practice management platform designed for legal professionals who seek enhanced efficiency and complete control over their cases and processes. Jusnote provides tools for document management, time tracking, task automation, and financial oversight – all tailored for lawyers who value precision and security in every aspect of their work. Why Jusnote? Lawyers value time, accuracy, and reliability. Jusnote is built to meet these needs. The platform offers a clear interface that is easy to navigate and effective tools for law firms of any size. We understand that providing the highest level of service to clients is a priority, and Jusnote is designed to save you time while ensuring complete control over all processes. By choosing Jusnote, you choose a partner that empowers you to achieve more.
    Starting Price: $19 per user, per month
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    Docketwise

    Docketwise

    Docketwise

    Combine multilingual questionnaires, robust case management and the first-ever CRM designed specifically for immigration lawyers. 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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    LeadTrac

    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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    CasePacer

    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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    EffortlessLegal

    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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    CARET Legal

    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.
    Starting Price: $79.00/month/user
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    LawyerLine

    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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    LEAP

    LEAP

    LEAP

    LEAP streamlines workflows, saves time, and reduces clerical errors when producing forms, motions, and other case-related documents. LEAP’s single, integrated platform deploys real-time changes across all areas of your business. Simplify legal office IT and reduce legal office overhead. Save time on administrative tasks and reduce human clerical errors. Instantly create legal documents while enjoying the benefits of a mobile law office. Work from anywhere, anytime. Work with or without an internet connection and increase productivity by keeping everything you need to run your firm in one place. Collaborate on documents and case files, manage clients, work on accounting billing, and collect client payments all securely online from anywhere. Automatically record time on your client's calls and access cases, clients, and documents with a single sign-on for all your devices. Create, store, organize, track changes, and share legal documents via LEAP to become a true paperless law office.
    Starting Price: $129.00/month/user
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    Captorra

    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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    LawPavilion

    LawPavilion

    CaseManager

    LawPavilion practice manager is a lawyer-friendly solution that makes life easy for you, learned colleagues, by managing your complex judicial process and your law firm’s workflow. The LawPavilion case manager is built from the ground up, to cater to the need of any legal practitioner. Irrespective of the size of your practice, the case manager gives you the ability to oversee every activity going on in your firm. Track progress and team deliverables, generate instant invoices, and organize your schedules and documents, all in one place. Store and share documents among different users in your firm. Create, assign, and track different tasks within your firm, with regular progress updates. Store your contacts, and organize them into actionable groups for easy information use. Get instant notifications on all events that require your attention. Never miss anything again. Stay organized with our calendar. Built to help you keep all important dates and events in one place.
    Starting Price: $129.17 per month
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    Fulcrum Snap

    Fulcrum Snap

    Fulcrum GT

    No need for custom software, our solution can manage your operations out-of-box, today. Choose the solutions you need to evolve your firm’s operations. Fulcrum GT’s products are tailored to the needs of globally oriented law firms. No messing around with custom software builds. We have what you need to manage your firm’s operations today. Our products manage all your business data in one secure, powerful database, it's your one source of the "truth" about your operations. Our products are designed to have all your firm’s business data stored in one secure database, with us, there will only ever be one source of ‘truth’ when managing your firm’s operations. All Fulcrum GT deployments operate on a fixed scope, timeline, and price. With us, you will always know what is being delivered, when, and for how much. Mitigate risk, start with clean data, and automate outdated manual processes.
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    LawAlign

    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

    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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    Winmacs

    Winmacs

    stp.one

    Winmacs supercharges your daily work by simplifying and accelerating all workflows and processes on which you and your clients depend on-premises or in the cloud. The modularly expandable and fully comprehensive law firm software is specially developed for medium-sized law firms and notary offices that rely on modern forensic and digital working methods. Benefit from an intuitive user interface that simply reflects all law firm processes in a practical way. Stop struggling with an unnecessarily complicated system and instead focus on what's important - your clients. Take advantage of the benefits of automation. Streamline your workflows, reduce errors, and cut costs. Streamline repetitive manual tasks and pave the way to higher productivity and thus a more profitable law firm. Simplify case management across involved parties, documents, tasks, invoices, deadlines, reminders, and appointments. Gain the upper hand in staying organized, meeting deadlines, and keeping clients happy.
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    Tabs3

    Tabs3

    Software Technology

    Helps firms like yours get more organized and be more productive. Customize statements and run insightful management reports. Accept credit card and ACH payments with Tabs3Pay, and get mobile access to Tabs3 with the Platinum Edition. Fully meets the accounting requirements of law firms. Print financial statements, pay invoices, reconcile bank statements, and manage client trust accounts in an easy-to-use, fully integrated system. An electronic case file organizes each matter’s contacts, appointments, emails, documents, fees, and research – making all of the information easy to find. Your practice has never been so organized. Dashboards that help you stay informed with easy to read graphs and the ability to easily monitor billings, collections and trust balances. Conveniently allow clients to pay their bills online and make deposits to Trust Accounting with Tabs3Pay.
    Starting Price: $415.00/one-time
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    Case Master Pro
    Case Master Pro is a legal case management software that helps law firms and debt collectors manage case files and accounting operations. It enables lawyers to store critical documents in a centralized database, assign task lists to specific employees, and track case files with information related to opponents, accounts, litigation or judgements. Key features of Case Master Pro include bookkeeping, scheduling, check printing, invoicing, transaction management and account reconciliation. It allows administrators to configure security settings, and create customizable reports to gain insights into organizational performance. Plus, it includes a self-service portal, which lets clients access documents, images and claims related to their individual case files online.
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    Law Firm Solution
    The legal framework has countless complexities. Our customized law firm management solutions enable legal firms to tackle all the challenges arose due to changing the activity pattern. When beginning up our law firm solution to manage our clients and cases because of the full accountancy integration. Our expert developers build law firm solutions for attorneys and lawyers by keeping legal firm's requirements in mind while using the subject advancements for utilize with system in one program! Administrative tasks, improve your workflow, and Save time and effort with predefined matter elements. Create a dedicated system for your clients to access matter information and legal resources. Manage, share and collaborate on important documents and content in secure manner workspaces.
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    Rocket Matter

    Rocket Matter

    Rocket Matter

    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: $55 per user per month
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    CorpIntake

    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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    ClientRock

    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
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    Assembly Trialworks

    Assembly Trialworks

    Assembly Trialworks

    Assembly Trialworks, powered by Assembly Software, is law practice management software and includes features such as calendar management, case notes, client management, communication tracking, conflict management, corporations, discovery management, docket management, document management, expense tracking, government, law firms, records management, task management, and time tracking. Software pricing starts at $1500.00/one-time/user. Trialworks software suite is SaaS, Windows, Android, iPhone, and iPad software. Trialworks features training via documentation, webinars, live online, and in-person sessions. Trialworks offers online and business hours support. Some competitor software products to Trialworks include Aderant Expert Sierra, BHL Insight, and Litify. This package should be extracted to your Trialworks share. Contains Microsoft Access 2010 Runtime, PDF components, and .NET frameworks.
    Starting Price: $1500 one-time payment
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    LawVu

    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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    SimpleLaw

    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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    The REDI Office

    The REDI Office

    REDI Analysis

    We have leveraged the FileMaker Platform to create the REDI Office iPad app. Access the REDI Offce from the hosted server using this app. Stay on top of what's happening with your practice and ensuring time, billings and day to day maintenance is current. The interface and navigation are identical so no need to waste time learning, just do it! Schedule meetings, establish to do items and tasks that are posted immediately to the Practice Shedule as well as sending reminders to those invovled. Create and track notes related to the development of the file and memorialize key events and discussions. A shared document repository to handle your practice's document managment needs.
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    Fynsis Legal CRM

    Fynsis Legal CRM

    Fynsis Softlabs

    Increase sales and reinforce liaisons with the affordable and fast SuiteCRM for Lawyers. It's designed to provide legal professionals with all the necessary modules to grow a business and increase profits. As we all know, best legal practices with right client management techniques will enable busy law firms to engage in more productive tasks hence increase overall firm’s performance. Through SuiteCRM Legal CRM system, all team member such as paralegal, lawyers, attorneys and support staff can efficiently organize customer cases, related documents, associate appointments and log accurate time entries for billing and invoice. A legal CRM system has in-built functionalities to monitor and maintain a classified list of clients, important leads, prospects & all other necessary information. It captures primary information such as communication addresses, contact numbers, emails, & the conversations between the two, adding substantial information.
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    Ascent ELM

    Ascent ELM

    doeLegal

    Ascent ELM provides a secure repository for all legal documents, notes, and status updates related to your matters. Drag-and-drop capabilities make it simple to associate any information in your matter data library. Pre-built reports, custom queries, and full-text search tools make it easy to retrieve all information about any matter. Your teams exercise full control over matter spend by managing timekeepers, including outside legal vendors, through a single dashboard. Simplify the way you work with streamlined functionality that lets you easily navigate directly to any specific matter data and its tasks. Ascent ELM removes the costly overhead associated with billing and invoicing through a user-friendly interface and fully-configurable invoice management system. Manage the entire communication workflow between your team and all custodians of the legal hold.
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    EasyCloudBooks

    EasyCloudBooks

    EasyCloudBooks

    Keep your team happy and on the same page with Easycloudbooks Practice Management Software. Track time for clients projects and tasks. Easycloudbooks makes time tracking easy for you to know where your time goes. Improve team productivity with automated work assignment and status followup with Easycloudbooks software platform. Work Smarter. Keep your business clients informed with automated email updates. Contact management software to automate the process of keeping your client information up to date. Build client relationships by automatically wishing them on their special days. Say goodbye to paperwork. Spend less time on managing documents and more time on your clients in your virtual office with Easycloudbooks. Securely store all your client files leveraging cloud technology of Easycloudbooks. No more lost docs. Role based Access to client documents anywhere, anytime, with our Practice software.
    Starting Price: $20 per month
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    The Ombudsman

    The Ombudsman

    Avondale Software

    The Ombudsman Case Management software features everything you need to run your busy Social Security practice, including scheduling, electronic document management and form letter generation. The Ombudsman was designed to help you and your staff work together more efficiently. You can see all the tasks you have scheduled for today, print your to-do list and see the entire office’s schedule on a calendar. The Ombudsman can import a Social Security CD in seconds, scan hundreds of pages a day, and send out automatically generated form letters. Its Document Management features keep all of these electronic documents organized and backed up, which becomes increasingly important as your practice grows and you have thousands of closed cases. The Ombudsman can generate form letters and Social Security forms. You can copy and paste your existing form letters into the Ombudsman and you can also use the ones we provide.
    Starting Price: $99 per user per month
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    Neodeluxe

    Neodeluxe

    Neostella

    Stay on top of case information, documents, communications, tasks, and deadlines. Our Neodeluxe products and services are designed to optimize Filevine case management and data solutions, making your legal cases more efficient, secure, and client-centric. Streamline Filevine case management from intake to closure with products including automation, a portal, and more. Get expert help with Filevine, Outlaw + FVDA, Lead Docket, virtual assistants, and more with our range of premium services.
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    FLIP

    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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    CaseManagerPro
    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
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    Thomson Reuters Legal Tracker
    Bringing down legal costs and managing efficient legal workflows are no longer enough for legal departments in-house today. Legal operations require technology solutions to automate manual tasks and gain visibility into all aspects of a matter, from intake to final invoice, in order to be able to build and deliver high-performing law departments. Legal Tracker (formerly Serengeti Tracker) enables comprehensive matter management, effortless legal e-billing, custom analytics, and seamless integration with existing software and systems. All of this is backed by our professional services team, 24/5 live support, and online help. Legal Tracker software is used by more than 1,600 corporate law departments for billing and matter management reporting analytics. From Fortune 500 companies to startups, our turnkey corporate legal software helps legal departments control costs, reduce legal spend, streamline operations, and deliver predictable budgets.
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    Smith.ai Virtual Receptionist
    A superior qualification, answering & intake service for small businesses. Our live, U.S.-based virtual receptionists capture & qualify leads, book new clients, and build better relationships with your existing clients. Pricing starts at just $70 per month. U.S.-based receptionists on duty weekdays 5am – 9pm PT/8am – 12am ET. Forward all calls or overflow only. Lead qualification & intake with CRM integration for complete workflows. Appointment & call-back scheduling, with calendar software integration. Payment collection, with integration to your credit card processing software. Spam & sales call blocking, call screening & prioritization, plus VIP pass-throughs.
    Starting Price: $70 per month
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    Abakion Legal
    The all-in-one solution for the freedom and control you want in your law firm. Handle case management, journaling and time registration in Outlook and Teams. Take care of invoicing and manage cash flow and finance with Microsoft’s efficient ERP system. You can meet your client on Teams, securely share documents, chat privately with colleagues and access all the case documents directly in Teams. You can have all the case papers with you in the courtroom, offline. You can be sitting in a country retreat, working offline on the case documents – then synchronize your work when you get home. The remote desktop cramps your productivity and makes collaborating with colleagues difficult. It’s irritating, too. Fortunately, remote desktop is history.