Are you still using outdated on-premise software in your law practice? How many notifications do you receive telling you it’s time to update or upgrade? As a law practice, it’s essential to have reliable and the most up-to-date software which helps organize your cases, responsibilities, documents, and contacts.
More and more law practices are turning to software-as-a-service (SaaS) solutions designed for the law industry. Introducing Legal Practice Management Software (LPMS). Not all software is created equal. What others are using may not necessarily align with what your practice needs.
Here are the top Legal Practice Management Software solutions, and the pros and cons of each. Should you have any questions on LPMS, contact EVERNET and we can answer any of your questions from choosing a platform and migration services.
Zola Suite is a cloud-based SaaS application that’s developed for law practices. Zola Suite allows you to track every aspect of your case from start to finish in an easy to digest dashboard. Zola Suite has powerful workflows which forces accountability by enabling notifications on assigned tasks, and logging all activity. Send encrypted messages, manage all pertinent documents, and track time and billing.
Manage clients, create and manage all tasks, and upload all documents into Zola. Zola also has a calendar and email suite, not just an integration to Google or Outlook. Access Zola Site anywhere using any computer with an Internet connection. Zola can also be accessed on mobile:
|Free Trial||Limited Integrations|
|Strong Partner Program||Premium Pricing|
|Robust Feature Set||No Text Message Feature|
|Quick Customer Support Response|
To learn more about Zola Suite, click here.
MyCase Legal Practice Management Software
Need to attract more clients? Need to manage your current leads and clients? MyCase provides a 360-degree of your firm’s client pipeline and allows you to track your contacts from perspective client all the way to signing. MyCase is perfect for firms looking migrating to their first legal practice management software application and have a limited budget.
Collect e-signatures, and enjoy a full email client built-in. It’s simple to use with project management and workflows and easy to run reports. Messages are encrypted to comply with privacy regulations. Handle the intake process from start to finish and automate the creation and signing of retainer documents.
MyCase is cloud-based, so access the software from anywhere with an Internet connection. Plus download the app for your preferred mobile device:
|Well-built Task Management||Limited Integrations|
|Easily Digestible Client Portal||Lack of Conflict Checker|
|Integrated Text Messaging||No Accounting Feature|
For more information on MyCase, click here.
CASEpeer is cloud-based legal practice management software application for personal injury lawyers who have high volume intake and settlements. Most law firms can use CASEpeer, however, personal injury firms will find the settlement calculator, demand tracker, and specific personal injury reporting particularly useful.
Automate simple tasks and track all cases and timelines within the application. Keep track of costs of the case, as well medical treatments. As with a lot of the other LPMS solutions, manage all of your documents and calendar. Simplify the customer experience with texting and e-signatures; no need to print hundreds of pages.
|Integrated Email Client||No Android App|
|Text Messaging||Can’t Take Online Payments|
|Document Management/Assembly||No Partner Program|
|Developed For Personal Injury||Account Functions Limited|
To learn more about CASEpeer’s features, click here.
Clio Manage- Legal Practice Management Software
Clio Manage is cloud-based and allows you to organize all of your cases, and collaborate with your clients in one platform. Keep your information consistent across your cases by using the default fields or create custom fields pertinent to your firm. Organization is simple as you can link every invoice, task, and notes to each case.
An easy to digest dashboard gives you full view of finances, essential tasks, and appointments. Track every update in real-time and see who made the update. Stay on top of the case and changes as they happen. Bill and receive payments for your service. Manage invoices, expenses, and accept online payments.
|Integrations||No Email/Text Client|
|Highly Customizable||Basic Templates|
|APIs for Integrations||Add-ons Might Be Needed|
|For Firms of All Sizes||No Partner Program|
To learn more about Clio Manage, click here.
Needles is cloud-based and helps manage your law firm’s processes and workflows. Workflows free up your time to concentrate on your clients and cases. Easy to upload intake documents and add notes to your case. Robust library of templates that are plug-n-play or customizable to your specific case.
Needles is all about automation and improving efficiency of your firm. Since it’s cloud-based, no need to be tied to your desk for all of the information. Securely access all documents, notes, and tasks from anywhere with an Internet connection.
|Business Reporting||No Mobile Apps|
|Easy Set-up||No Partner Program|
|Email Client Built-in||No Online Payments|
|API for Integrations||Lack of Integrations/Google Integration|
AbacusLaw provides both a cloud-based solution and on-premise option (installed on computer). It might be a good solution for firms dipping their toes into an LPMS solution but don’t want to move entirely to the cloud.
AbacusLaw has integrated account functions, so additional software isn’t needed, and online payments are accepted. Timekeeping is a core feature which allows you track and manage billable hours. Manage tasks, client documents, and use the built-in calendar to manage all of your important dates.
|Powerful Accounting Features||Minimal Integrations|
|All-in-One Application||Complex Initial Set-up|
|Send Bills and Invoices||No Mobile Apps|
If you’re looking for functioning mobile app, this may not be a good fit, but it does have a mobile responsive site. If a mobile app, isn’t a dealbreaker, it’s good option if you still want a cloud-based solution with an on-premise option.
Amicus Attorney Cloud
Amicus has been around a long time and is more of an on-premise solution and can’t be access through a web browser. Data can be stored at your location or in a private cloud.
Monitor and track the key essentials of your firm with simple access to calendars, email, task management, and time and billing. Open a specific matter and a file is created is created that’s focused on everything around that matter. The content is easy to access, organized, and simple to use.
Amicus not only organizes, but automate your administrative tasks to free up your time. It also makes sure the work is done properly and with accuracy. Automation mitigates the risk of tasks falling through the cracks.
|Great Accounting Features||Minimal Integrations|
|On-Premise Option||Not For Solo Firms|
|Billing and Invoicing||No Mobile Apps|
|Supports Many Different Types of Law||No Email/Text Client|
PracticePanther is a robust LPMS that allows you to move from potential client to a closed client in one platform. No need to manage multiple vendors or software applications. It has a few integrations focusing on document storage, but does have an open API which integrates to Zapier, allowing you to integrate other applications.
PracticePanther preaches automation and getting more done in less time. Access all of your documents and information from their secure cloud and create custom workflows to track processes, and assign tasks and cases. Custom intake forms and templates start your case on a positive note.
PracticePanther uses 256-bit encryption, ensuring all information remains secure. The built-in CRM is your personal organizer to track and grow your firm. Bill, invoice and receive payments from the platform, and collect e-signatures.
|Easy Intake||No Email Client Built-In|
|Highly Customizable||Basic Templates|
|Easy Integrations||Limited Out Of The Box Integrations|
|Text Messaging Built-In||Some Features On Higher Pricing Tier|
Soluno is an accounting software solution geared toward law firms. It can also manage cases and contracts, time and expense tracking, and billing. Soluno was developed for law firms to help with their accounting functions and provide detailed financial and productivity reporting. Soluno tracks taxes to make sure all tax credits are accounted for, payments and refunds, plus you can set tax categories, identify tax exempt clients, and manage different tax rates.
|Developed for Law Firms||Reports Aren’t Customizable|
|Customer Support||No Closed File Feature|
|User Friendly Design||Not As Feature Rich|
|Dynamic Templates||Limited Integrations|
Now is a great time to move on from your on-premise based legal practice software to a cloud-based legal practice management software solution. You might have some questions, and the experts at EVERNET have the answers. From auditing your current systems to consulting on a solution that fits your firm’s needs. Contact us today to schedule a discovery call to see how we can lend our support.
Eric is a Business IT cybersecurity advisor, consultant, manager, integrator, and protector who founded EVERNET in 2007. Eric co-hosts a podcast called “Finance and Technology Insights by Brian & Eric” on YouTube. Eric is a regular contributor to the EVERNET blog, writing about the latest technology news and providing his expertise in cyber security prevention and management.