You know the drill: get a new client, generate massive piles of paperwork. But there is hope beyond that ever-growing pile of paper. Legal document software makes it easy for you to organize all of your important documents and better manage your firm. And since you are most likely busy wading through your daily queue of documents, we’ve hand-picked the ten best legal document software tools for 2020 to help you better manage, organize, and grow your firm.
1. Clio
We have to start somewhere, so we started at the top. Clio is arguably the most well-known law document management software, and with good reason.
Ease of use
Clio offers 24/7 product support if you need it, but most reviewers found this product to be intuitive and easy to use. Clio also syncs with the Google Suite of tools to make scheduling meetings and keeping track of email even easier.
Security
Clio uses dedicated security experts to keep your client information safe. Two-factor authentication, background checks for all employees, and other safeguards protect sensitive information.
Scalability
This product is infinitely scalable and grows with your firm.
Price
With a free trial and prices that start at $39 per user, Clio is an affordable solution for firms of any size.
2. AbacusNext
AbacusNext is software customized to your type of law. Each area has specialized auto-fill documents and court forms to help streamline client paperwork, from intake to resolution.
Ease of use
Testimonials for this legal document management software emphasize the human touch – if you need help, a real person walks you through a solution. Otherwise, this software is easy to use and efficient.
Security
Security features are in place to keep your client information protected.
Scalability
It’s not for every firm. This legal document software focuses on solutions for small firms and solo practitioners.
Price
One catch: to get pricing information for your specific needs you have to sign up for a free demo. This can help you explore more, though, to see if it’s right for you.
3. HoudiniEsq
The excellent legal document software for attorneys has a funny name but is serious about making your life (and paperwork) easier.
Ease of use
Available for desktop or cloud computing on Mac and PC systems. This legal software also seamlessly utilizes AI to perform functions that don’t require human intervention, such as error detection and data correlation.
Security
HoudiniEsq relies on its AI features to ensure security and privacy and is confident in its ability to keep sensitive information private.
Scalability
This software is infinitely scalable – as big as the cloud!
Price
Solo practice? Good news for you! HoudiniEsq is 100% free for solo lawyers, with no data limits and free support. For everyone else, pricing ranges from $21 per user for firms of fewer than 30 to $64 a month for unlimited cloud access and users.
4. MyCase
MyCase is legal document software that not only manages current clients but also helps track leads. It can also organize and simplify your firm’s billing (so you don’t have to!).
Ease of use
MyCase has everything in one place. From invoices to emails to important documents, review each case in one place, with one login.
Security
Web-based, “bank grade,” secure portals mean that client information is protected under multiple layers of security.
Scalability
Whether you are one attorney or a multi-national law firm, MyCase has room to grow (all for one flat rate). Because it’s web-based, there is no need to add equipment or upgrade any hardware, ever.
Price
Try MyCase free before you buy, then pay $39 per user, per month.
5. Rocket Matter
Lauded for its ability to improve revenues by 20%, Rocket Matter is also a high-powered software for all of your case management needs.
Ease of use
This software was the first of its kind to land on the cloud in 2007, and it has only gotten better and more intuitive to use since. The goal here is to increase your efficiency in tasks that you can’t bill so you have more time to devote to your client’s needs. Rocket Matter is also fully integrated into mobile apps.
Security
Desktop and mobile versions follow all industry standard security protocols.
Scalability
Scalable for firms who want to grow, but also useful for small firms who are looking for help.
Price
Smaller firms who are just trying to get a handle on billing, time management, and payment tracking can start at $25 per month, per user. Larger firms can jump right in with more comprehensive tools for case management.
6. Prevail Case Management System
Not as pretty as some, this tool gets the job done in terms of streamlining your document workload.
Ease of use
Users report a simple but effective interface, with plenty of high-quality support when needed. Routine tasks are scheduled automatically.
Security
Protected by the latest security tools available online.
Scalability
Small firms may find that this is too much software for them, but larger firms may benefit from this robust software.
Price
Prevail is on the pricier side of legal document software. The “lite” version is $49 a month (full version is $119, per user), but both come with training. If you want to own either version, get in touch to find price points that match your needs.
7. CosmoLex
Billed as a one-stop shop for new, small law firms, CosmoLex lets you keep everything you need in one place. From firm-wide accounting to specific client details, CosmoLex is a good choice for brand-new solo practitioners and small firms.
Ease of use
You can customize your setup based on your needs. Whether you are moving from desktop software or a separate billing system, CosmoLex will walk you through integrating your practice management tools into one place.
Security
This software is easy to use and comes with straightforward customer support.
Scalability
Good functionality and ease of use for law firms of all sizes.
Price
One of the few types of law document management software that offers a pay-as-you-go plan with no annual contract. CosmoLex is either $79 a month per user (billed annually) or $89 for a month-to-month plan.
8. CaseFleet
Focused on building your case, CaseFleet uses fully integrated document handling tools to track evidence, witnesses, and timelines.
Ease of use
CaseFleet is a specialized legal document software that works to analyze facts and integrate evidence to build your case. The screens are simple and clear and can show you how matters are shaping up as you add evidence or testimony.
Security
With sensitive information passing through, CaseFleet’s security is cloud-based and up-to-date. They also routinely backup information to preserve your documents.
Scalability
Firms of any size will find these tools helpful for case building.
Price
Pricing plans are based not only on the number of users but also the number of features you’d like to access. Base plans ($30/month per user) allow you to upload 20 documents per case, but the standard level ($75) give you unlimited documents. Try either level for free for 14 days.
9. ProLaw
This legal document software for attorneys is designed for mid-sized law firms and corporate organizations to manage every aspect of your business.
Ease of use
ProLaw integrates with Microsoft Word and Excel to streamline all documents and communications on those platforms. Keep track of clients, leads, payments, and every business aspect of your firm.
Security
ProLaw’s security is just what you would expect from a large, multinational firm that deals with business matters: rigorous and dedicated to safe and secure data.
Scalability
This is best for mid-sized law firms or corporations looking to streamline the business aspect of law.
Price
The one hitch here is the price. As an enterprise solution, it is pricier and will depend on your specific needs.
10. PracticePanther
Last but not least, a full-service law document management software that offers tons of features for business and case management.
Ease of use
Integrate PracticePanther with different apps, from MailChimp to Google to Outlook. The user interface is simple and intuitive and allows for collaboration.
Security
With 256-bit military grade encryptions, custom security settings, and HIPAA compliant file management, security is tight.
Scalability
Good for law firms of all size, but it’s the collaborative features that make it especially positive for firms with more than one lawyer.
Price
Often, you can get a free trial for your first three cases. After that, prices range from $39 a month to $79 a month per user.
Streamline your law firm tasks
You know the law, and NIVAN wants to help make it easier for you to focus on serving your clients.
The best legal document software programs make that a breeze, but the NIVAN team can also help you implement these new technology solutions, train your staff on them, and find options that could work best for your firm’s needs. From automating key marketing tasks to find new clients to consulting on large-scale technology updates to find more hours in the day, we can help.
Get in touch to connect with our marketing and technology specialists today!
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