Alternatives to Lexidesk
Compare Lexidesk alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to Lexidesk in 2026. Compare features, ratings, user reviews, pricing, and more from Lexidesk 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. -
3
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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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. -
5
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 CasePeer
8am
8am™ CasePeer is smarter case management software for personal injury law firms. CasePeer is the only legal software-as-a-service platform built to drive better outcomes for your clients and your firm. Streamline your law firm’s business operations and increase productivity with our turnkey legal practice management platform designed exclusively for personal injury plaintiffs’ law firms. You're busy helping your clients make a full and fair recovery. That's why we've developed a turnkey platform for plaintiffs' law firms. Hit the ground running in days, not months, with CasePeer's intuitive, easy-to-learn legal practice management software.Starting Price: $79.00/month/user -
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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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8am MyCase
8am
8am™ MyCase is a complete case management solution for your law firm, providing the tools you need to improve organization, increase efficiency, and scale your firm operations. With MyCase, all of your important case details - documents, contacts, calendars, emails, tasks, invoices - are available in a single, organized location.Starting Price: $39.00/month/user -
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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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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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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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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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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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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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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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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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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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Clio
Themis Solutions
Clio is a legal practice management platform that helps law firms manage cases, clients, billing, documents, and daily operations from a centralized system. The platform combines practice management tools with AI-powered capabilities that help legal professionals organize work, identify important tasks, and improve productivity. Clio offers solutions for client intake, case management, document management, billing and collections, accounting, document automation, and client communication. Its cloud-based platform integrates with more than 300 applications, allowing firms to connect their existing technology stack and streamline workflows. Clio serves legal organizations of all sizes, from solo practitioners to large firms with hundreds of professionals, providing scalable tools that support growth. With enterprise-grade security, compliance certifications, and privacy-focused AI features, Clio helps law firms operate more efficiently while maintaining control over sensitive legal data.Starting Price: $39.00/month/user -
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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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Quillmatic
Quillmatic
Solo and small firm attorneys spend hours every week on documents they've already written, intake they've already collected, and time entries they've already worked. Quillmatic eliminates the repetition. Every tool — document automation, AI drafting, fee agreements, client portals, intake questionnaires, e-signatures, time capture, calendar sync, conflict checking, and deadline tracking — draws from the same matter database. Enter your case details once and every tool gets smarter. Quillmatic also connects directly to Clio. Authorize the connection once and your matters, clients, contacts, and time entries sync automatically. Free plan available. $49/month Solo. $149/month Firm. No per-user fees. No add-on modules. 14-day free trial on paid plans.Starting Price: $49/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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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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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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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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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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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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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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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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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 -
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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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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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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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Streamline AI
Streamline AI
Streamline AI is an intelligent intake, triage, and workflow automation platform built for in-house legal teams. It provides self-help services at your specific direction and is not a law firm or a substitute for an attorney or law firm. The platform offers features such as AI-powered contract review, workflow automation, matter management, analytics and reporting, and integrations with existing tools. Streamline AI's no-code tool allows you to easily create custom intake forms that dynamically adapt to user responses, automatically routing requests based on the provided answers to fast-track the review and approvals process. It consolidates all requests into one source of truth for efficient management of legal matters from start to finish, providing real-time visibility into request types, the latest review steps, and approval status. The platform also boosts collaboration between legal teams and business stakeholders with a central hub for all request details, comments, etc. -
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ClearDemand
ClearDemand
ClearDemand is an AI-powered legal platform built for personal injury plaintiff and defense attorneys. It manages the full PI workflow, from medical record ingestion to demand letters and settlement insights. ClearDemand converts scanned medical records into fully searchable, source-linked data using medical-specialized OCR. Every extracted fact is verified with source citations to eliminate AI hallucinations and credibility risks. Attorneys can generate demand letters in their firm’s unique writing voice, not generic templates. The platform integrates seamlessly with tools like Clio, Filevine, and other leading case management systems. ClearDemand prioritizes accuracy, transparency, and attorney control at every step.Starting Price: $199/month -
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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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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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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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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 -
41
Back Office Betties
Back Office Betties
Grow your law firm with a team of Virtual Legal Receptionists that become a true extension of your business. Our behind-the-scenes superstars are experts at WOW-ing your callers, completing client intakes, screening for solicitors, and saving attorneys time. Direct all of your calls to the phone number that we provide and allow our Virtual Legal Receptionist team to start working their magic. We will never place your calls on hold to grab another call. Your account changes will be live within 24-hours. Speak with our Growth Solutions Strategist and discover how Back Office Betties can help your law firm achieve your goals.Starting Price: $309 per month -
42
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 -
43
Referent
AI Lawtech Sp. z O.O.
Referent is an AI-native practice management platform designed to help law firms automate operational work while keeping lawyers in control of critical decisions. The software uses legal AI agents to manage client intake, matter creation, task routing, email filing, document organization, calendar syncing, and CRM updates. Referent connects with tools such as Gmail, Google Calendar, Google Drive, Outlook, and Microsoft 365 to bring correspondence, meetings, and files into the right matter records. Lawyers can run their practice by voice or natural language, asking Referent to move matters forward, draft agreements, schedule meetings, and prepare client communications. The platform requires lawyer approval for important actions and keeps AI activity logged and auditable. Referent helps solo lawyers, boutique firms, and larger legal teams reduce administrative work, organize firm data, and operate with more speed, consistency, and leverage. -
44
Gavel
Gavel.io
Gavel is a legal AI and document automation platform that helps lawyers review contracts, redline agreements, and create legal documents faster. Gavel Exec supports contract review in Microsoft Word and online, allowing legal teams to generate first-pass reviews, draft clauses, add comments, and compare contract terms against market data. Gavel Workflows turns intake answers into finished Word documents and PDFs, helping firms automate document creation and reduce repetitive drafting tasks. The platform includes tools for secure client intake, conditional logic, calculations, reusable templates, and client-facing workflows. Gavel is built for legal professionals and supports practice areas such as estate planning, family law, real estate, corporate law, probate, bankruptcy, and employment law. With security features such as SOC 2 and HIPAA-compliant databases, AES-256 encryption, and a zero data retention policy, Gavel helps legal teams streamline work.Starting Price: $83 per month -
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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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Clio Draft
Clio
Clio Draft is an AI-powered legal drafting and document automation solution that helps law firms create legal documents more efficiently and accurately. The platform automates document generation by converting existing Word files into reusable templates and populating multiple documents with client and case information at once. It includes access to up-to-date court forms across all 50 states, helping legal professionals stay compliant and reduce time spent searching for forms. Clio Draft also features AI-powered questionnaires that collect client information and automatically map responses to document templates. Built-in e-signature capabilities allow firms to prepare, send, and collect legally compliant signatures without leaving the platform. By combining document automation, court form management, client intake, and cloud-based collaboration, Clio Draft helps law firms reduce manual work and streamline legal drafting processes.Starting Price: $70 per month -
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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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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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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