Alternatives to Matterly
Compare Matterly alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to Matterly in 2026. Compare features, ratings, user reviews, pricing, and more from Matterly 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. -
2
Act!
Act!
Act! Advantage is a full front-office CRM solution with all-new functionality that unites sales, marketing, and customer management in one intuitive, affordable platform to help you stay organized, attract new customers, and turn relationships into results. Act! Advantage includes Interactive Quotes and Payments, Website Chat, Accounting Integration, Appointment Scheduling, Project Management, Web Forms, Online Surveys, and more, broadening Act!'s footprint across your entire front office, and reducing your need for costly, third-party tools. Additionally, you can select the perfect fit, cost-effective tier to meet your current needs with peace of mind knowing that Act! will grow with you. For 38 years, Act! has partnered with small and midsize businesses - listening, learning, and building alongside them and Act! Advantage is the culmination of nearly four decades of their feedback. Every feature is designed to reflect how today’s SMBs run their businesses. -
3
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. -
4
Tabs3
Tabs3 Software
Tabs3 Software by ProfitSolv offers a reliable, easy-to-use, seamlessly integrated suite of products that help small to midsized law firms become more organized and productive. Flexible solutions include legal billing, practice management, accounting, payment processing, CRM, and website services. Tabs3 products are designed with security and advanced performance in mind and are trusted by tens of thousands of legal professionals who use them daily. Choose from Tabs3 Cloud, hosted, and on-premises server options. All include outstanding US-based support. Schedule a personal demo to explore how Tabs3 can empower your team. Learn more at Tabs3.com.Starting Price: $40/user/month -
5
Orion
Orion Law Management Systems
Orion Law Management Systems offers a comprehensive legal practice management software solution tailored for midsize to large firms across all law practice areas. Established in 1985, Orion delivers a fully integrated suite of financial, practice, and firm management tools. Available on-premises and in the cloud, the software enables firms to streamline operations, enhance productivity, and maximize profitability. Orion also provides project planning, data conversion, accounting services, product support, and training. Trusted by hundreds of firms nationwide, Orion is a reliable partner that delivers measurable results and rapid return on investment to drive revenue growth. Learn more at OrionLaw.com. -
6
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. -
7
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 -
8
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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PracticePanther Law Practice Software
PracticePanther Legal Software
Trusted by thousands of law firms in over 35 countries, PracticePanther is a robust law practice management software that helps firms get more done in less time. PracticePanther unifies tools such as CRM, communication, billing, and integrations with leading business apps in one platform. Get a demo and save 50% off the first 2 months.Starting Price: $49.00/user/month -
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Smokeball
Smokeball
Smokeball is your partner to drive your law firm into the future. As the industry’s leading cloud-based legal practice management software, Smokeball empowers you to run your firm specific to your area of law, with insights and tools that help you work smarter, not harder. From first client conversation to case closed, Smokeball’s platform gives you the resources you need to succeed, no matter how you bill or where you work, like: -automatic time tracking and invoicing -streamlined workflows for your specific practice area -extensive library of over 20,000 standard legal forms and documents -actionable reports that summarize your firm’s activities and highlight areas of opportunity. Founded in 2016 by leaders with over 20 years of legal technology experience, more than 50% of our staff are experienced lawyers and legal professionals who intimately understand the goals and challenges of our customers.Starting Price: $29 per user / month -
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8am DocketWise
8am
8am™ DocketWise combines collaborative, multilingual form preparation with robust case management and the first ever CRM designed specifically for immigration lawyers. We've redesigned the client intake process from the ground up, with a modern and collaborative experience that saves you time and puts your clients at ease. Whether you practice family, humanitarian or business immigration law, our comprehensive form library has you covered. Combine any number of immigration forms into a single intake questionnaire for your client to complete. Review and download completed collections or one-by-one. Translate questionnaires into Spanish, French, Portuguese, Russian, Arabic, Hindi, Chinese and more. Send questionnaires to clients by email or text message to complete on their phones or computers. Track the status of invitations from "Sent" to "Submitted for review".Starting Price: $50 per month -
12
AbacusLaw
Abacus Data Systems
AbacusLaw understands very well that the legal or accounting landscape is rapidly and consistently changing, which makes it difficult for firms to maintain a healthy operation. Which is why they have created the largest Technology-as-a-Service (TaaS) provider for the professional services sector that helps legal and accounting experts achieve ultimate success and peace of mind through the delivery of full-suite intuitive platform, designed to support a secure and cloud-enabled practice at a cost they can afford. The turnkey solution includes hardware, software, and infrastructure on a pay as you go model; Practice Management, Client Resource Management (CRM), Payment Processing, Email, Desktop-as-a-Service, and Managed IT.Starting Price: $87.00/month/user -
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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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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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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 -
16
Traffic Ticket CRM
App Maisters
Traffic Ticket CRM was built specifically for high-volume traffic ticket and criminal defense law firms. It is the only fully integrated CRM software with court-data-based lead automation and mailer integration. Our tool not only allows you to manage your firm’s workflow but it also pulls court-data- based leads* and automates the mailer generation. All you need to do is print and mail. This allows you the opportunity to not only offset your CRM costs but generate revenues using the same tool. Our CRM software has been generating and managing revenues for attorneys since 2001. The Traffic Ticket CRM software is owned by App Maisters Inc. Based in Sugarland, Texas, App Maisters is recognized as one of the top app development companies in United States with more than 100 developers and over 400 projects delivered. -
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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 -
18
Legal Office
Legal Office
Legal Office is modular legal software where you decide which features you want to use. It has all the features your law firm needs, with case management, timesheet, quotes, accounting, invoices, billing, payments, purchases, expenses, email management, documents, calendar, tasks, contacts, website, Live Chat, Blogs, CRM, Customer Portal, Collaboration, Video Conferencing, Human Resources and more in a single app. Add new features as your office grows.Starting Price: $5 per 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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lawsyst
ITsec
Lawsyst is a reliable, intuitive, and easy to use cloud based & on-premises case management solution for all size legal firms practicing in the UK. Most of our clients are regulated by the SRA & are member of the UK Law Society. Lawsyst is not an ordinary legal case management system, it is a platform that offers the best-in-class legal billing system in the UK. It comes with a time recording software module along with an all-in-one cloud-based practice management software for legal firms of all sizes. It’s truly integrated unified communication experience with real-time data from the telephony infrastructure makes it unique in its class. Our law firm software is specifically built for the UK justice system. Lawsyst has a built-in CRM (Client Relationship Management) and leads management system with useful features rather than gimmicks that most users get confused with. Simplicity with power is the essence of lawsyst. -
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RunSensible
RunSensible
Organize your client information, market your services and products, manage your sales team and stay connected to your customers. Make your business customer-centric and keep customer loyalty rates high. As we continue to improve and expand our sales and marketing platform, we look toward a future where RunSensible can serve numerous small businesses and startups in all their tasks. We are also taking strides in presenting industry-specific solutions based on the main application, making it more efficient for lawyers, photographers, and other businesses.Starting Price: $29 per user per month -
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FLIP
BlumbergExcelsior
Basic case management and intake software to manage client/matter data for instant retrieval: intake label printing, report generation and various other forms and labels. Utilize the bar code feature to track files. 12 built-in FLIP Memos: Documents Enclosed, Transmittal Memorandum, Filing or Recording of Documents, etc. Also creates CUSTOM MEMOS for repeated use. FLIP addresses the FLIP MEMOS to clients and opposing counsel for mailing in window envelopes. Memos print on plain paper or on the FLIP Memo forms. Large file label to identify expandable pockets and wallets. Affixes to side of pocket or wallet. Print it easily through envelope feeder. Identifies file with data from client/matter/opposition database and bar code (see illustration).Starting Price: $99.95 one-time payment -
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Actionstep
Actionstep Software
Actionstep’s flexible, all-in-one practice management software will take you every step of your journey as a growing mid-size law firm. Built in the cloud, with workflow automation at its heart, Actionstep transforms law firm productivity at every step. Actionstep’s flexible, easy to use software platform has unlimited scope to scale & evolve with you on your journey as a law firm. At Actionstep, we have deep respect for what lawyers do. Lawyers impact every milestone in our lives and businesses. We believe that when lawyers build truly efficient, modern practices, they do their best work for their clients. Actionstep provides a complete and configurable firm management system for law firms. Our software adapts, so you don’t have to. Workflows for legal process, client management & administration are built into our software. Automation runs throughout all our features to eliminate multiple entries, keep processes moving and reduce time spent on administration.Starting Price: $49/month/user -
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CosmoLex
ProfitSolv
CosmoLex and every lawyer know that efficiency and compliance is essential for a law firm's survival, for this reason in CosmoLex you will find a fully integrated and easy-to-use Practice Management solution. There is no longer a need to use multiple systems to manage Billing, Practice, or Accounting as the all-in-one CosmoLex platform gives users the power to Track Accounts, Manage Calendar(s), Case Management, Create & Track Client Statements, Track Expense, Manage Retainer Billing, and Time Tracking too.Starting Price: $119/month/user -
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Peppermint CX365
Peppermint Technology
Built on the Microsoft Dynamics Industry Application Platform, Peppermint CX365 provides a full suite of legal service applications designed to support high performing legal businesses. Enhance visibility and control, allocate and manage work more effectively. Create efficiencies to boost productivity and accelerate legal processes. Deliver enhanced client journeys that differentiate the firm. Identify, manage and maximize growth opportunities for your firm through a powerful CRM. Designed for the legal sector utilizing on-the-go functionality to encourage user adoption and drive customer centricity throughout your business. Build and maximize client relationships, manage bids, tenders and marketing campaigns efficiently and effectively. Comprehensive transaction and legal accounts functionality to facilitate efficient financial account management. Detailed, customizable real-time reports and dashboards providing deep business insight around time and cost data. -
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Time Matters
LexisNexis
Firms rely on Time Matters as an adaptable solution that improves sharing of information, collaboration, process workflows, and more. Fully customize your own workflows, precedents, forms, and documents. Optimize sharing of information among staff with a centralized database of matters. Generate documents rapidly with Merge Templates while reducing errors associated with manual creation. Maintain an automated record of all your work related to a case, to reduce malpractice risks. -
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GoMatters
GoMatters
Create a Group for an entire organization or create separate Groups for specific areas within the organization. If you work with multiple organizations, create Groups for each one. Manage your organization's assets from one app on any desktop or mobile device. Contacts connect to matters for easy lookup and conflict checking. Matter Contact records are stored in the Matter record so you can view all Contacts related to a Matter in one place. Calendars are connected to Matters through calendar events. View all events associated with a Matter in the Matters app without switching between calendars to save time managing court dates and scheduling. Tasks can be connected to Matters to better manage deadlines and limitation dates. Completed Tasks are removed from your todo list, but a complete record of the Task is stored in the Matter record. -
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FullCase
Justice Systems
Case management technology designed specifically for attorneys. Prosecutor and public defender offices are inundated with a wide range of daily tasks, including reviewing reports, appearing at court proceedings, notifying and caring for the interests of their defendants and victims, and reporting to local, state and federal agencies. With so many intricate details to manage, it is imperative to have a case management system that automates and simplifies repetitive tasks and maximizes the productivity of your staff. Designed specifically with the needs of attorneys in mind, the FullCase® software solution solves your toughest case management challenges and no matter your size, is flexible enough to adapt to your office’s requirements. -
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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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Horatio Helper
Notae Systems
Horatio Helper is for freelancers, consultants, sales teams, attorneys, accountants, and other professionals needing to track customer interactions. You can have unlimited users, customers, and projects for FREE. Signup now and have a complete Enterprise CRM and Billing System in minutes. Your first 1000 Memos, which include timeslips, invoices, and statements are free each month. Works on all smartphones, tablets, and desktops. Handles hourly, flat fees, or contingency invoices. Quickly Create Statements. Accounting Reports. Unlimited Teams. User Roles. Plus much more! Complete business systems. Ready to go for attorneys, insurance agents, sales teams, programmers, freelancers and consultants. Online Law Office management system for attorneys. Practice Law in the Cloud. Create timeslips, costs advance charges, invoices and statements. Store documents in the cloud. Access from any smartphone, tablet, Windows PC, or Mac. Starting at only $35.00 monthly.Starting Price: $39 per month -
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MatterLink
BEC Legal Systems
Organize and track key matter information and provide access in a central location. Make matter and contact data easily available for documents; send matter schedule information to Outlook. MatterLink is a unique and versatile matter management solution. As a key component of the BEC CoreRelate Suite, MatterLink is seamlessly integrated with Docket Enterprise, Schedule Express, LegalBar and Assemble-It. Designed as a client/matter database for Microsoft Office, MatterLink provides direct, easy access to matter information where and when your users need it the most – while they are using Microsoft Word and Outlook. MatterLink simplifies the process of centralizing and organizing matter information. In addition to intuitive data entry, MatterLink offers excellent integration options and import tools, to easily move matter data currently in Word, Outlook, Excel, Billing or manual systems into MatterLink. -
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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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CSI Lawyer
CSI Helsinki
CSI Lawyer® is a comprehensive and robust solution that manages all the key operations related to the legal matter process. It is designed for law firms of all sizes to professionally manage and invoice their legal cases. It handles even the largest matters having complex pricing and invoicing requirements, but is also the right choice for smaller law firms expecting comprehensive functionality from their tool. CSI Lawyer is known for its unique flexibility that supports your chosen CSI Lawyer is known for its unique flexibility that supports your chosen business model and scales up when your business and processes develop. While being ready for use as it is, it can also be customized to match your company-specific needs. CSI Lawyer supports your transformation into a digital office. Its digital processes and smooth integrations to the other critical systems reduce the amount of paper, manual work and human errors. -
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Mitratech CaseCloud
Mitratech
Mitratech CaseCloud is a unified legal case and spend management platform built on Salesforce for law firms and public-sector organizations. It centralizes case data from intake through resolution, giving teams one place to monitor matters, tasks, documents, communications, deadlines, and project progress. Legal professionals can collaborate on cases in real time, complete routine work more efficiently, and use Salesforce-native dashboards, reporting, and analytics to make data-driven decisions. Its spend optimization capabilities streamline invoice processing and eBilling, manage timekeeper information and rates, capture negotiations, and let stakeholders collaborate on budgets while maintaining transparency and spending control. Integrated AI-powered automation reduces administrative work by handling repetitive activities such as billing, document creation, and matter updates. -
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3E MatterSphere
Thomson Reuters
Is delivering consistent legal service a challenge in your business? How do you maintain quality of high margin work? How do you lower your costs on routine work? Over the last several years, there has been a dramatic shift in legal services delivery. Clients are demanding more for their money, AFAs are on the rise, and delivering work at a profit is a must! To be successful in this evolving market, firms need tools to increase their efficiency and ensure high quality work product. 3E MatterSphere ensures consistent, repeatable matter workflow processes that keep your teams working productively and profitably. 3E MatterSphere transforms matter management operations from end to end by providing a single, unified way to view and manage day-to-day activities, including clients, matters, workloads, tasks, and critical dates as well as all related documents, reference materials, and reports. Accessed within the familiar Microsoft® Office® environment. -
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JUNE
JUNE GmbH
JUNE is the infrastructure for high-volume legal operations. The platform helps enterprise legal departments and law firms automate and orchestrate complex legal processes end-to-end, from intake and document processing to agent-driven workflows, collaboration, analytics and real-time operational control. JUNE turns fragmented legal work into structured, scalable operations. Legal teams can manage large volumes of matters, documents, communications and external partners in one system while maintaining transparency, security and compliance. The platform is designed for enterprise-scale legal environments, including mass litigation, aviation-related legal operations, GDPR and data litigation, claims handling and other high-volume legal workflows. -
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Curo365
Curo365
Residing on the Microsoft Dynamics platform makes Curo365 a “best-in-class” Enterprise Practice Management solution. Curo365 goes beyond traditional legal practice management by unifying features normally found only through the implementation of multiple disjointed technologies. Curo365 enables law firms to leverage Microsoft’s identity-driven security to provide a convenient and secure environment for all of a law firm’s files, communications, and other data, and comprehensive, intelligent protection against advanced attacks. Microsoft spends $1 billion each year to protect its cloud infrastructure, which is where Curo365 data is stored and replicated for redundancy and disaster recovery. Curo365 enables law firms to leverage the Microsoft Office 365 Productivity Suite (including Outlook, Word, Excel, Teams, SharePoint, OneDrive, PowerBI, Flow process automation, PowerPoint and more) to allow its attorneys and staff to work from anywhere, from any device.Starting Price: $16 per user per month -
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PrivyCounsel
PrivyCounsel
As attorneys, we know the importance of a good legal case management software and client portal. We also know how difficult it is to find the right software you can use within minutes that simplifies your law practice overall workflow and increases efficiency that results in significant time savings. Improve your performance with real-time Key Performance Indicators (KPIs) to help you focus on what matters most to energize and grow your law practice. Improve your compliance with the State Bar Professional standards. Improve operational quality, responsiveness and trust with clients.Starting Price: $25 per month -
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Wolters Kluwer Passport
Wolters Kluwer
The most powerful platform for enterprise legal management. Passport legal spend, matter management, and insurance claims defense applications connect every part of your legal ecosystem, so you can better control your costs, streamline your workflows, and get total visibility to everything that matters to your business. Passport applications can be deployed individually or seamlessly combined to deliver a unified solution for managing legal and risk-related data across the enterprise. With its flexible, open, and integrated technology platform, you can easily connect different systems and processes on a single, secure, and collaborative framework. Passport® Office Companion lets you complete day-to-day legal workflows in the Microsoft programs you use the most, accelerating productivity and simplifying document collaboration. -
40
Matters.Cloud
Cintelli
Are you looking for an easier way to run your law firm? Matters.Cloud can help you by: - Providing insight, whether you are a single lawyer or part of a larger firm. - Bringing together key information related to your clients, contacts and matters. - Helping you to break down your matters into key phases / tasks. - Simplifying processes like raising invoices and capturing payments. - Freeing up time to win new opportunities - Operates in 15 languages and 6 data regionsStarting Price: $25.00 per user per month -
41
Mail Merge Toolkit
MAPILab
Mail Merge Toolkit is a powerful add-in for Microsoft Office extending the mail merging capabilities in Microsoft Outlook, Microsoft Word and Microsoft Publisher. This app allows you to realize really personalized mass mailing easily and efficiently by providing a set of requested and unique features. As soon as you need to personalize part of message subject or the whole subject line, you need Mail Merge Toolkit. Insert data fields into the message subject, so that not only the contents of a message but also its subject is personalized. As soon as Mail Merge Toolkit is installed, you can attach files to the message. Perform the mail merge the same way as you do it usually and click the “Mail Merge Toolkit” option on the last step of the “Step by step wizard” in Microsoft Word to specify the necessary attachments.Starting Price: $24 -
42
The Attorney Case File
InfoQuest
We want to help you improve your efficiency, polish your professional image, manage more cases, and increase your bottom line. The Attorney Case File is a three-component case management system (which comes as a complete package at one price) that can help you do all that and more. The Attorney Case File offers full flexibility and incredible detail for handling most any type case your office handles. It provides equal depth, detail, and focus to civil or criminal, family or corporate, tax or tort, plaintiff or defendant, court or office, and is indispensable for case management at any level of expertise, and in any size office. Regardless of your area of practice, this is one tool you can't afford to be without. This three-component forms-based package covers everything you need from new client intake, billable hours, legal research, a detailed investigation, through creating a comprehensive trial notebook if your case involves court.Starting Price: $249.96 one-time payment -
43
LawGro
LawGro
MagicTime automatically captures every billable minute accurately. Don’t under report the time spent anymore. File your timesheet in just a few clicks. Use the time saved to focus on more billable work. Improve your collection rate with transparent & verifiable client reporting during billing. Our AI learns from the way you work and keeps getting better every day. In few weeks, you spend almost no time in filing your timesheet. No one including firm admins have access to your data. Highly secure environment to handle all your sensitive and non-sensitive data. Automatically captures every billable minute accurately in the background. Categorizes and tags all captured activities to right client & matter automatically using AI. Automatically files time entries to your legal practice management app like Clio in just a click.Starting Price: $34 per user per month -
44
IntelliPad CRM
Versys Software
IntelliPad by Versys Software is designed for Legal Marketing automation for law firms and other business and professional organizations requiring advanced maintenance and development of client contacts. IntelliPad user experience operates through a standard Microsoft Outlook environment for ease of use with some added data fields to provide more in-depth client knowledge. IntelliPad CRM is a powerful marketing platform that is feature-rich and constantly updated. Explore this website for detailed product descriptions and screen images of key product functionality. Meet your legal marketing and relationship management goals without any unnecessary complications by using IntelliPad. Empower your attorneys to have the most current and relevant relationship information possible at hand, either on their mobile device or desktop, as quickly as it’s known to anyone in the firm. -
45
LegalTrek
LegalTrek
With LegalTrek you can easily manage the processes in your office from the time entries through the matters, and invoicing. Put an end to the numerous applications. With our product, you can easily track all the work done by your colleagues for each matter and their workload for the week or month. Over time, our system managed to impose as a leading legal software on three continents and over 15 countries. LegalTrek is the solution for small boutique law firms as well as firms with over 100 people. LegalTrek - Certified Microsoft Partner You can find our application in Microsoft's AppSource In Oct. 2019 LegalTrek became an Official Microsoft Partner. The end-to-end solution to all IT needs of the modern law firm is now available via the AppSource portal at preferential prices.Starting Price: $245 per month -
46
Selah Central
Selah Legal Technology
Selah Central® is the foundation for an Advanced Practice Management Suite that is built on the Force.com platform – the #1 SaaS provider in the last 10 years. All data in the virtual client/matter view can be seen in one place, encouraging usage and raising professional productivity. Selah Central® typically is implemented first as it generates all prospect, client and matter numbers, which are needed by all of the current and future SaaS applications. Selah Central® provides conflict checking, new client/matter workflow and provides single sign-on technology to the integrated SaaS applications. Selah Central® provides a single source of Client and Contact information – providing a Firm Database that can be used for a variety of applications such as mailings, conflict resolution, case management, etc. Selah Legal will work with you to identify the most cost effective SaaS applications for your firm, applications that will both lower IT infrastructure costs.Starting Price: $42 per user per month -
47
Legal Files
Onit
Legal Files is a legal case and matter management software designed to help organizations centralize and manage their legal work more efficiently. It provides a single system of record where teams can store and track matters, documents, emails, and deadlines. The platform replaces disconnected tools and manual processes with structured workflows that improve consistency and visibility. It includes features such as document management, calendaring, and reporting to support day-to-day legal operations. Legal Files also integrates with tools like Microsoft Office and Outlook for seamless workflow management. Its configurable design allows teams to adapt the system to different types of legal work, including litigation and compliance. Overall, Legal Files helps legal teams stay organized, reduce manual effort, and maintain control over their work. -
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Everchron
Everchron
Everchron's case chronology software allows you to work as a team to build the story of your case with key evidence, facts and events. Link your case chronology entries to important issues, people, entities and documents. Everchron's litigation management software features a master file built to handle the largest case files on the most complex matters, including multi-district litigation with numerous parties. This intuitive filing system captures your key case documents, filings and correspondence without the typical noise in a document management system. Everchron automates the tedious part of witness preparation with automatically generated profiles connecting key people, entities and issues in your matter. Each profile collects any related documents and filings in the matter, which can be exported into a witness kit with a click. -
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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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In a nutshell, Lyme can provide an exact log of all your email messages. Keep up with them and get legal proof that you sent them and that the recipient received and read them. We are the electronic equivalent of registered mail. We bring to the digital world the legal formality of registered and signed for postal service. We give you the ability to send registered electronic messages. No more misunderstandings and disputes regarding message reception. Save up to 96% on your mail costs without having to go to the post office or within their opening hours. Send your messages from the comfort of your home or office, 24 hours a day, 7 days a week. Lyme is very simple, easy and completely free to use. Open a free account right now, and explore the huge advantages of our service.