Top 5 Legal Case Management Software - Updated

Elise Williams

2024-04-18 14:00:40 • Filed to: Software for Business • Proven solutions

Legal case management software is an excellent choice for lawyers who are looking for easy-to-use solutions to oversee their practice. These tools allow them to create a database for past and ongoing case details and clients. From including document assembly for case details to time tracking and storing notes on the opposition when applicable, legal case management systems also integrate with legal billing software so law practices can easily process fees from clients and track man-hours. Below are you can find the top five legal case management software pieces together with their pros and cons.

Top 5 Best Legal Case Management Software

1. Clio

Clio is an easy-to-use yet comprehensive cloud-based legal matter management software that includes features such as client management, document and bills management, time tracking, appointments, reporting, accounting, and much more. Clio integrates well with hundreds of web apps used in law practices and offers a secure client portal as well as detailed reporting and dashboards so you can get a complete insight into the performance of your firm.

Highlights:

Cloud-based software
Easy to use
Great support service

Cons:

Price
No email sending feature
Calendar system a bit basic

2. Lexicata

Lexicata is an all-in-one CRM and client intake solution that comes complete with lead tracking, email templates, and analytics features. The law firm CRM allows law practices to store their contacts, track the source of their leads, and schedule tasks and reminders. Moreover, Lexicata is a good option for those looking for a reliable solution for e-signatures.

Highlights:

Very easy to use
Ability to capture a lead's data and send a fee agreement electronically
Responsive customer support

Cons:

No client email integration
Cannot generate and print reports
Slightly difficult to learn to use it

3. Marketo

Overview: MyCase provides a flexible solution to suit various workflows in the legal practice and its main features allow you to create calendar events and predefined lists of tasks that you can easily apply to a matter. The software integrates with Google calendar and has the ability to link to various trust accounts and accept payments from clients online. A mobile app is available for iPhones or Android to allow clients to check on their cases and make payments.

Highlights:

Google Calendar integration
Low cost
Online payments via web and apps
A software designed with both attorneys and clients in mind

Cons:

Rudimentary document automation
No automated integration with Outlook
Interface may be slightly difficult to learn

4. LexisNexis

A case management and attorney CRM solution, LexisNexis is a quick way to control legal spending while managing your relationships with clients to grow your business. This legal CRM solution comes with multiple features, which include, among others, billable hours tracking, enhanced calendar controls, and a 360 degrees' view of your law practice that lets you manage all your billing and documents in the same place.

Highlights:

Ideal for tracking billable hours
Unlimited online documents
Client calls integration

Cons:

Too complicated a solution for small firms
Expensive
Takes quite some time to master its functions

5. Actionstep

A powerful and easy to use legal case management software, Actionstep is a cloud-based solution that automates you emails, processes, documents, and more. Available with a free trial, Actionstep is a good way to play with a free legal case management software before committing. The software is available for both web and mobile devices on iOS and Android, and includes live online training and lots of documentation and webinars to help you get started.

Highlights:

Ideal for first-time users
Free version available
Court and client management

Cons:

Expensive
Steep learning curve
Problems reported with calendar integration

How to Choose Your Legal Case Management Software?

Choose your legal case management software by considering the specific needs of your law firm practice. Not all firms are created equal, so you may not need always all the bells and whistles of a complex legal case management software.

Some of the typical features included in the software solutions include case or matter management, calendaring, contact management, time capture, billing, and trust accounting. If you're not sure what the best solution is for you, go for a free legal case management software first to test the waters.

When choosing your legal case management software, try to define the objective of your management, as well as the integration you need for different types of document formats and any pre-existent billing software. Moreover, think about the future and flexibility if you are a small firm, in order to account for business growth and more users.