Main features include time tracking, billing, and complete case management. One feature missing from Bill4Time is contract management so if this is important to your practice, it may not be the best option for you. Need a closer look at a particular issue or case? Legal Files does it with ease. Key features include report generation, response tracking, note-taking, scheduling, docketing, and messaging. Known for its easy-to-use interface and convenience, the Zola Suite provides an affordable solution to time and case management.
This software is equipped with a variety of different features, such as built-in email and accounting capabilities, bulk billing, document management, task management, and more.
CosmoLex provides a cloud-based all-in-one practice management solution, giving you document and email management, scheduling, case workflow, a client portal, and comprehensive accounting capabilities. PracticePanther is a general management and billing legal software solution that is powerful but easy-to-use. Among the lengthy list of features this software offers a one-click billing, time tracking, task management, legal calendaring, matter management, client management, and expense tracking.
TimeSolv Legal is a web-based time, billing, and project management solution. This software is equipped with several helpful features, such as time tracking via many timers, case management, conflict management, trust accounting, performance monitoring, billing and invoicing, and much more.
One challenge users find is initial setup can be cumbersome and usage requires commitment to fully utilize the features to improve workflow.
GrowPath is an all-in-one case management system for law firms seeking to accelerate their growth. The legal software offering is a complete firm management solution, encompassing client intake, case management, and business reporting and analytics. Digital WarRoom is a cloud-based and desktop eDiscovery platform which allows law firms to be fully proficient in processing, reviewing, and producing documents.
The tool improves workflow efficiencies through a drag-and-drop processing interface that automatically extracts and indexes metadata from files, ensuring easy filtering and searching. Key features of Digital WarRoom include right-click and mark functionality which allows you to easily mark documents as privileged, an automatic Privilege Log, redactions, email thread visualizer, who to whom email analysis, language identification and translation, and more.
Businesses can choose from a range of deduplication settings which includes an option to propagate work product across duplicates of a single document.
Shared calendars. Each timekeeper has their individual calendar, which can be viewed and updated by anyone on your network. Easily bill scheduled items. No more double entry into a separate billing system.
Green on your screen means green in your pocket. As you mark your calendar items billable, they turn green. As you accumulate billable phone calls during the day, they are displayed on your daily calendar in green. Your calendar gives you instant feedback showing that an item has been billed. No more missed items that should have been billed. Group calendar. Our group view calendar allows your staff to easily track the activity of up to six attorneys from one window. Daily, weekly, monthly calendars.
The daily, weekly and monthly views of your calendar allow you and your staff an easy way to locate and schedule a new appointment with a client. They also make it easy to look ahead to prevent overloading your calendar. Clients are linked to calendar events. Linking calendar events to the client gives you more information about your day.
The complete case history is one more click away. All of the client's documents are also just one click away. Preparing for meetings just got a lot easier! Optional sync with Outlook or Google calendars.
Our browser interface VPN router required. If your office has a VPN, you can use our browser interface to bill your time and manage your calendar in real time. No syncing required. You have all your contacts phone nubers and addresses, litterly at the tips of your fingers. Case management Four billing types.
Supports hourly, contingency, flat rate and unit billing. Each client can have multiple cases, each with a different billing rate and type. Track case related expenses. Enter all expeneses under the client's case and know exactly the current cost of the case to date.
Consolidated billing. By default, ProTempus will generate one invoice per case. You can also consolidate all the client's cases onto one invoice. Optional administrative fee. Optional interest charges. Selected cases or clients can be assessed finance charges on past-due accounts. Split billing. You can split the billing of a case over as many parties as needed. Have ten parties, each paying ten percent of the fees, no problem.
Link all parties in a case. Allows an unlimited number of parties to link to any case. Allows for the entry of the role of each party for each case. A party may be the attorney in one case and an expert witness in another. Both will point to the same contact record, you only need to change the address once if that contact moves. Contact management All contacts. Everyone that calls or visits your office should be entered into ProTempus, not just clients.
This allows for comprehensive conflict checks. Multiple phone numbers. Cell, office, home and fax numbers are easy to capture and view. Multiple addresses. User defined contact types. Group your contacts by timekeeper, originator, relationship or any way that works for your office.
Wild card search. Find any client by either name, phone number, address or any other information entered into ProTempus. One-click links. Once the contact or client is selected, you are only one click away from all documents, cases, invoices, expenses, payments or any other information about that contact or their cases. Document management Have it your way. ProTempus does not require you to import or upload your documents into ProTempus.
You merely tell ProTempus which folder currently contains the documents for each of your current clients. Once you have linked the folder, one click from the client screen will take you to all of that client's documents. It is that simple. Works with any word processor. Love MS word or are you a WordPerfect fan? ProTempus works with any Windows based word processing software. Easily create forms. Convert any frequently used document into a ProTempus boilerplate form, which allows ProTempus to create that document for new clients, pulling their data from the database, with two clicks.
Automatically create folders. When you add a new client, ProTempus can automatically create a new folder on your network for that clients documents. Subfolders can be created to segregate documents for each case. Go paperless. While paperless in a law office may be unachievable, our scanner interface reduces the times you need to handle a paper document, which allows you to easily place scanned incoming documents into the correct client's folder, document folder on your network.
Our scanner interface allows you to rename the document giving it to a descriptive name. ProTempus supports numerical filing, reducing time required to place incoming documents into the client's archives. The paper copy becomes no more than a physical backup. ProTempus supports "Less paper"!
User defined indexing. Create keyword indexes to quickly locate any document based on one or more keyword searches. Link your physical filing system. Each case can be assigned a unique case file number, allowing you to link ProTempus to the physical file, which allows you to use numerical filing for your physical file. Make emails part of the case. Emails are now an important part of any case. One click allows you to add case related emails to the client's document folder. Requires MS Outlook or better.
PDFs of invoices. When creating invoices, a PDF copy is automatically added to the client's document folder. Email management Outlook or better required. Do you have your own domain email or use Gmail, Yahoo or another email service? Outlook supports all common email services.
Once you add your email service to Outlook, managing emails becomes a breeze. One click adds an email to the client's case file. How often do you read an email and think, I need to keep this? Just select the client, click on the email archive button and you just added it to the client's document folder. Accessible by anyone in the office that is also working on that case. Need to email your client a document? Select the document in ProTempus, click on the email button and ProTempus adds the document as an attachment to an email.
Just complete the subject line and click send. Email one or all your invoices. Change management is manageable with the right planning. Give employees plenty of warning about switching tools, communicate clearly, invest in training, and clarify how it will make their day-to-day easier. Read more in our guide to implementing new technology. Good law practice management software should have the features mentioned above including billing, case management, and document management.
Also, look for reviews and testimonials. Our software is widely considered to be the leading case management solution with a rating of 4. Our software is also trusted by over , legal professionals, and approved by over 66 bar associations and law societies worldwide.
Practice management software helps avoid administrative or calendaring errors that put your firm at risk, so is usually worth the investment. If you are using several different tools to manage your practice, consider whether you might work more efficiently from one central platform. Legal Practice Management Software Everything you need to know about legal practice management software from Clio —the undisputed 1 choice among legal professionals with the most users, 5-star reviews, and state bar approvals.
See Clio in Action. Case management: A good case management system will help you stay organized and access the information you need—when and where you need it. Legal document management: Make sure you can edit, store, and organize your legal documents securely. Contact management: Good contact management software that lets you manage all your clients and contacts, and ensures you never miss a client interaction.
Accounting: Make sure you can simplify reconciliations and comply with trust accounting regulations. Calendaring: A good calendaring system helps you stay on top of deadlines and keep you connected on-the-go to your cases, clients, and work. Online payments: Can you accept online credit card payments?
Doing so will make it easier for clients to pay you—ultimately, it will help you get paid faster. Time and expense tracking: A good time and expense tracking system will let you spend less time tracking your hours , and more time billing for them.
Know the difference between cloud vs on-premise practice management software One of the first considerations to review before purchasing legal practice management software is whether to purchase an on-premise or cloud-based solution. Consider the differences in c ost and maintenance requirements The cost structure varies greatly between on-premise and cloud-based legal practice management software.
Cloud-based law practice management software Cloud-based legal practice management software is typically sold on a subscription-based model, paid on a month-to-month or annual basis, which can result in more predictable and often less expensive costs when compared to an on-premise solution. Cloud-based software is run through an internet browser, which makes it much less likely to conflict with any other office technologies.
This is because web-based software must comply with strict internet protocols, which are more universal than the proprietary systems that many on-premise products are built upon.
This gives a very strong incentive to resolve the issue as soon as possible, with all available resources. In most cases, this means problems get solved as soon as they happen, at their source, rather than based on the availability of a consultant. On-premise software law practice management software The traditional on-premise software programs often require high upfront costs to purchase and install.
However, firm owners should be mindful of hidden costs that can quickly add up: Updates and security patches typically require regular attention, which may require support from an IT consultant.
Individual licenses typically need to be repurchased every three to five years when a major revision is released for the software. This is necessary to ensure ongoing functionality and security, but often amounts to purchasing a brand new software package, which may also require hardware upgrades. Since the software is installed on so many computers, across a complicated server network that likely involves several other software and hardware configurations, troubleshooting issues when they arise can be difficult, time consuming, and costly.
For example, it may take time for a consultant to identify a potential conflict, which can then require reaching out to different hardware and software vendors to resolve. Ensure you can access your information when you need to—even remotely Not all legal work gets done in the office. Laptop use in court. Are you struggling to reconcile case information between your calendars, contact lists, and document management systems?
Are you overwhelmed by the amount of information required to manage a law firm on a daily basis? Are you spending too much time generating invoices and collecting payment?
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