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Choosing the right legal project management software can be overwhelming. You want a solution that simplifies your legal processes, but there are so many choices.

To help you make the best software selection, I draw from my extensive experience managing legal projects and reviewing various software options to offer you the best choices. These tools will help you manage cases, streamline communication, and enhance collaboration in your legal practice. Here are my picks for the best legal project management software.

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We’ve been testing and reviewing project management software since 2012. As a project manager, I know how critical and difficult it is to make the right decision when selecting software.

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Legal Project Management Software Pricing Comparison Chart

We’ve reviewed the pricing and availability of free trials and demo versions so you can easily compare them side by side.

Tools Price
ProProfs Project From $39.97/month (billed annually) + free plan available
Filevine From $69/user/month (billed annually, with a minimum of 5 seats)
MyCase From $49/user/month (billed annually, with a minimum of 5 seats)
Rocket Matter From $55/user/month (billed annually, with a minimum of 5 seats)
Bill4Time From $25/user/month (billed annually)
PracticePanther From $49/user/month (billed annually)
CosmoLex From $89/user/month (billed annually)
Actionstep From $60/user/month (billed annually, with a minimum of 5 seats)
Clio Manage From $39/user/month (billed annually)
MerusCase From $49/user/month (billed annually, with a minimum of 5 seats)
Preview Image - <h2 class="c-block__title b-summary-table__title c-listicle__title h3" > Compare Software Specs Side by Side</h2>

Compare Software Specs Side by Side

Use our comparison chart to review and evaluate software specs side-by-side.

Compare Software

As you work through your unique software selection process, remember the following points.

  • Ease of Use: Ensure the software is user-friendly and intuitive, as complexity can hinder adoption and productivity. Legal professionals often juggle multiple cases simultaneously, so having an easy-to-navigate interface is crucial for efficient workflow management. For instance, lawyers need quick access to case files and deadlines without getting bogged down by slow software.
  • Customization Options: Look for software that offers flexibility to tailor features and workflows to your firm's needs. Legal practices vary greatly in their specialties and processes, so having the ability to customize fields, templates, and workflows ensures the software will align with your firm's unique requirements. For example, a personal injury law firm might need different case management fields than a real estate law firm.
  • Integration Capabilities: Consider how well the software integrates with your firm's other tools and systems. Legal professionals often rely on a suite of tools for various tasks, such as document management, billing, and client communication. Choosing software that seamlessly integrates with existing systems minimizes disruption and ensures smooth data flow between applications.
  • Security and Compliance: Prioritize software that meets stringent security standards and compliance regulations to protect sensitive client information. Law firms handle highly confidential data, including client records, case details, and financial information. Opting for software with robust security features, such as encryption, access controls, and compliance certifications like GDPR or HIPAA, safeguards your firm against data breaches and regulatory violations.
  • Scalability: Consider whether the software can grow with your firm and accommodate future expansion. Your software needs may also change as your legal practice evolves and grows. Choosing a scalable solution ensures you won't outgrow the software quickly and helps future-proof your investment. For example, a small firm may start with basic case management features but may later require advanced analytics or client portal capabilities as it expands.

Best Legal Project Management Software Reviews

Check out detailed reviews of each tool’s pros and cons, features, and best use cases to make an informed decision for your legal practice.

Best for comprehensive reporting tools

  • From $39.97/month (billed annually) + free plan available
Visit Website
Rating: 4.5/5

ProProfs Project offers a range of features designed to streamline legal project management and enhance productivity.

Why I Picked ProProfs: I chose ProProfs because its user-friendly interface makes it easy for legal teams to organize projects, delegate tasks, track progress, and collaborate effectively. The software includes reporting tools that provide detailed insights into project performance and resource allocation. 

ProProfs Project is particularly budget-friendly, making it a great choice for smaller law firms. Additionally, it has a responsive mobile app, which ensures that legal professionals can manage their projects on the go.

Standout features & integrations:

Features include a user-friendly interface that simplifies project organization, task delegation, and progress tracking. It also offers reporting tools for project insights and resource allocation.

Integrations include Google Workspace, Microsoft Office 365, Slack, Trello, Dropbox, QuickBooks, Salesforce, Basecamp, Jira, Zendesk, Asana, and Zapier​.

Pros and cons

Pros:

  • Complete reporting tools
  • Budget-friendly pricing

Cons:

  • Task automation limitations
  • Limited integrations

Best for workflow automation

  • From $69/user/month (billed annually, with a minimum of 5 seats)
Visit Website
Rating: 4.7/5

Filevine is a case management software that encourages collaboration among legal teams handling complex cases.

Why I Picked Filevine:

I chose Filevine because it focuses on collaborative case management and communication, setting it apart from other case management solutions. Its user-friendly interface and feature-rich platform make it ideal for enhancing teamwork and client engagement. It's best for collaborative case management and communication because of its tools for task assignment, document sharing, and real-time communication.

Standout features & integrations:

Features include task management, document sharing, workflow automation, and client communication tools. 

Integrations include Microsoft Outlook, Google Drive, and Docusign.

Pros and cons

Pros:

  • Tools for collaborative case management and communication.
  • User-friendly interface with customizable workflows.
  • Complete reporting and analytics for performance tracking.

Cons:

  • Steeper learning curve for new users.
  • Higher starting price compared to some competitors.

Best for small firms

  • From $49/user/month (billed annually, with a minimum of 5 seats)
Visit Website
Rating: 4.4/5

MyCase is a legal practice management software designed to simplify case management and enhance collaboration among legal professionals.

Why I Picked MyCase: I chose MyCase because its features, including case management, time tracking, billing, and client communication, are tailored specifically for legal professionals. It's best for case management because its user-friendly design and customizable features make it easy for legal teams to manage cases and communicate with clients efficiently.

Standout features & integrations:

Features include case management, time tracking, billing, document management, and client communication. 

Integrations include QuickBooks Online, InfoTrack, Docketwise, LawPay, and Dropbox.

Pros and cons

Pros:

  • A complete set of features for legal practice management.
  • Native integrations with popular legal tools.
  • Intuitive interface for easy adoption.

Cons:

  • Some users say the customer service could be better
  • Limited customization options compared to some competitors.

Best for billing

  • From $55/user/month (billed annually, with a minimum of 5 seats)
Visit Website
Rating: 4.3/5

Rocket Matter is a time and expense tracking software designed to simplify billing processes and improve productivity for law firms.

Why I Picked Rocket Matter: I chose Rocket Matter for its time and expense-tracking capabilities. Its user-friendly interface and customizable billing workflows stand out. Because it accurately captures billable hours and expenses, it's best for time and expense tracking for law firms.

Standout features & integrations:

Features include time and expense tracking, billing management, client portals, and reporting tools. 

Integrations include QuickBooks Online, LawPay, Office 365, Evernote, and Dropbox.

Pros and cons

Pros:

  • Integration with popular legal and financial tools.
  • User-friendly interface with customizable billing workflows.
  • Robust time and expense tracking capabilities for accurate billing.

Cons:

  • Some users report occasional mobile app glitches.
  • There is a learning curve for some users.

Best for time tracking

  • From $25/user/month (billed annually)
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Rating: 4.5/5

Bill4Time is a time tracking and billing software designed to streamline the invoicing process for professionals and small businesses.

Why I Picked Bill4Time: I chose Bill4Time for its simplicity and effectiveness in time tracking and billing. Compared to other solutions, Bill4Time stands out for its straightforward approach. It's best for simple and efficient time tracking and billing because of its user-friendly interface and intuitive features.

Standout features & integrations:

Features include time tracking, invoicing, expense tracking, client management, and reporting. 

Integrations include QuickBooks, PayPal, Stripe, and Outlook.

Pros and cons

Pros:

  • Integration with popular accounting and payment platforms.
  • Efficient time tracking and billing features.
  • User-friendly interface for easy navigation and usage.

Cons:

  • Some users report occasional glitches with the mobile app.
  • Limited customization options for advanced needs.

Best for a user-friendly experience

  • 7-day free trial
  • From $49/user/month (billed annually)
Visit Website
Rating: 4.2/5

PracticePanther is a customizable legal practice management software designed to simplify workflow and enhance efficiency for law firms.

Why I Picked PracticePanther: I chose PracticePanther for its customization capabilities. Its interface and flexible customization options make it ideal for law firms looking for tailored solutions for their practice management needs. 

Standout features & integrations:

Features include case management, time tracking, billing, client portals, and document management. 

Integrations include Dropbox, Google Drive, One Drive, Lawmatics, Jubilee, and Zapier.

Pros and cons

Pros:

  • Complete integration with popular legal and financial tools.
  • User-friendly interface with intuitive navigation.
  • Extensive customization options for tailored practice management solutions.

Cons:

  • Limited advanced reporting capabilities.
  • Steeper learning curve for new users.

Best for accounting integration

  • From $89/user/month (billed annually)
Visit Website
Rating: 4/5

CosmoLex is a legal practice management software that integrates accounting features with legal practice management functionalities.

Why I Picked CosmoLex: I chose CosmoLex for its unique combination of accounting and legal practice management features. It's best for integrated accounting and legal practice management because it's all-in-one solution allows law firms to manage legal matters and financials in a single platform.

Standout features & integrations:

Features include legal billing, time tracking, matter management, trust accounting, and general ledger.

Integrations include LawPay, QuickBooks Online, and Microsoft Office 365.

Pros and cons

Pros:

  • Solid reporting capabilities for financial analysis.
  • User-friendly interface with intuitive navigation.
  • Integrated accounting and legal practice management features.

Cons:

  • Some users report occasional slowdowns in the software.
  • Higher starting price compared to some competitors.

Best for customizable workflows

  • From $60/user/month (billed annually, with a minimum of 5 seats)
Visit Website
Rating: 3.8/5

Actionstep is a legal practice management software specializing in workflow automation and document management solutions.

Why I Picked Actionstep: I chose Actionstep for its advanced workflow automation capabilities and document management features. Its flexibility and customization options make it ideal for law firms seeking to optimize their workflow processes. It's best for workflow automation and document management because its features allow law firms to simplify processes and manage documents.

Standout features & integrations:

Features include customizable workflows, document automation, time tracking, billing, and client management. 

Integrations include Microsoft Office, Outlook, Xero, QuickBooks Online, and Google Workspace.

Pros and cons

Pros:

  • Integration with popular accounting and productivity tools.
  • Comprehensive document management features.
  • Robust workflow automation capabilities.

Cons:

  • Steeper learning curve for some users.
  • Higher starting price compared to some competitors.

Best for cloud-based management

  • From $39/user/month (billed annually)

Clio Manage is a cloud-based legal case and practice management software designed to streamline law firm operations.

Why I Picked Clio Manage: I chose it for its reputation as a cloud-based legal practice management solutions leader. Its user-friendly interface and solid security measures make it a top choice for law firms. It's best for a cloud-based legal case and practice management because its cloud-based nature allows for easy accessibility, collaboration, and data security.

Standout features & integrations:

Features include case management, time tracking, billing, client portals, and document management. 

Integrations include QuickBooks Online, LawPay, and Microsoft Office 365.

Pros and cons

Pros:

  • Strong security measures to protect sensitive client data.
  • Comprehensive features for all aspects of legal practice management.
  • Cloud-based platform for easy accessibility and collaboration.

Cons:

  • Steeper learning curve for new users.
  • Limited reporting customization options

Best for immigration lawyers

  • From $49/user/month (billed annually, with a minimum of 5 seats)

MerusCase is a legal practice management software designed to simplify case management, billing, and communication for law firms.

Why I Picked MerusCase: I chose MerusCase because of its complete feature set, which makes it stand out among other legal practice management tools. Its integration of case management, billing, and communication functionalities makes it a top choice for law firms and an ideal all-in-one solution.

Standout features & integrations:

Features include case management, document management, time tracking, billing, and client communication. 

Integrations include LawPay, Dropbox, and Microsoft Outlook.

Pros and cons

Pros:

  • Seamless integration with popular legal tools.
  • User-friendly interface for easy adoption.
  • All-in-one solution for complete legal practice management.

Cons:

  • Some users report occasional glitches in the software.
  • Pricing may be higher for smaller firms.

Other Legal Project Management Software

Below is a list of additional legal project management software I shortlisted but did not make it to the top list. It’s worth checking them out!

  1. HighQ

    Best for large firms

  2. Lawmatics

    Best for lead management

  3. Smartsheet

    Best for spreadsheet integration

  4. Asana

    Best for workflow organization

  5. monday.com

    Best for project collaboration

  6. Zoho Projects

    Best for budget tracking

  7. Wrike

    Best for team coordination

  8. Basecamp

    Best for remote teams

  9. Trello

    Best for visual organization

  10. ClickUp

    Best for task management

If you still haven't found what you're looking for, check out these related project management tools we've tested and reviewed. 

Selection Criteria for Legal Project Management Software

Functionality and meeting specific use cases are paramount when selecting legal project management software. I evaluate these tools based on extensive research and hands-on experience to ensure they meet the diverse needs of legal professionals.

Core Legal Project Management Functionality - 25% of Total Weighting Score:

  • Matter/case management
  • Client communication tools
  • Time tracking
  • Document management
  • Billing and invoicing
  • Calendar and deadline management
  • Task tracking and assignment
  • Reporting and analytics
  • Integration with third-party applications
  • Mobile Accessibility

Additional Standout Features - 25% of Total Weighting Score:

  • Advanced reporting and analytics for deeper insights into firm performance
  • Integration with accounting software or eDiscovery tools
  • Customizable workflow automation
  • Secure client portals
  • Mobile Accessibility

Usability - 10% of Total Weighting Score:

  • User-friendly interface with customizable dashboards
  • Responsive design for a seamless experience across devices
  • Efficient task management tools with drag-and-drop functionality
  • Flexible customization options for tailored user experience

Onboarding - 10% of Total Weighting Score:

  • Complete onboarding materials, including tutorials, guides, and webinars
  • Responsive customer support during the onboarding process
  • Interactive product tours and demos for hands-on learning
  • Dedicated customer success managers to assist with setup and implementation

Customer Support - 10% of Total Weighting Score:

  • A responsive and knowledgeable support team available via multiple channels
  • Extensive online knowledge base with FAQs and video tutorials
  • Regular software updates and enhancements based on user feedback

Value For Money - 10% of Total Weighting Score:

  • Transparent pricing with a clear breakdown of features included in each plan
  • Scalability options to accommodate firm growth without significant cost increases
  • Free trial or demo period to evaluate the software before committing to purchase

Customer Reviews - 10% of Total Weighting Score:

  • Consistent positive feedback regarding ease of use, reliability, and customer support
  • High ratings for overall satisfaction and value for money
  • Minimal complaints regarding bugs or technical issues, indicating a stable and well-maintained platform

Legal project management software continues transforming, driven by emerging technologies and shifting industry demands. Read on to learn about some of the more notable trends shaping this type of project management software.

  • AI-Powered Analytics: Legal project management software increasingly integrates artificial intelligence (AI) to provide advanced analytics and predictive insights. These AI algorithms analyze historical case data to identify patterns, forecast outcomes, and optimize resource allocation.
  • Enhanced Collaboration Tools: Collaboration features within legal project management software are changing to encourage communication and teamwork among legal professionals. Real-time document editing, task assignment, and chat functionalities are becoming more sophisticated.
  • Integration with Legal Research Tools: Legal project management software increasingly integrates with legal research platforms to simplify the research process and enhance decision-making. Legal professionals can make more informed decisions by accessing relevant case law, statutes, and regulations within the software.
  • Mobile Accessibility: With the growing prevalence of mobile devices in the legal industry, legal project management software prioritizes mobile accessibility. Mobile apps and responsive web interfaces allow legal professionals to manage cases, communicate with clients, and track billable hours on the go.
  • Cybersecurity Enhancements: As data security concerns continue to rise, legal project management software is implementing strong cybersecurity measures to protect sensitive client information. Features such as encrypted communication, multi-factor authentication, and secure document storage ensure that confidential data remains safe.

Legal project management software is advancing to meet industry demands, focusing on data-driven decisions, seamless communication, efficient research, mobile productivity, and data security.

Legal professionals and law firms use legal project management software to efficiently manage and oversee all aspects of legal projects, including case management, client communication, document organization, and task assignment. It is a centralized platform for organizing case-related information, tracking deadlines and milestones, and collaborating with team members and clients. 

Lawyers, paralegals, legal assistants, and other legal professionals who oversee and execute various legal matters are common users of legal project management software. The software is essential for streamlining workflows, improving productivity, and ensuring legal projects are completed effectively and within specified timelines.

Features Of Legal Project Management Software

Legal project management software optimizes operations and boosts efficiency in law firms. To ensure effective case management, client communication, and billing functionalities, consider incorporating the following features.

  • Case & Document Management: This ensures the management of cases from initiation to resolution, improving productivity and organization.
  • Client Communication Tools: A centralized communication and document-sharing platform enhances client satisfaction and transparency.
  • Time Tracking: This enables precise billing, ensures fair compensation for services rendered, and enhances the firm's profitability.
  • Document Management: This simplifies document retrieval, promotes collaboration among team members, and ensures compliance with data security regulations.
  • Billing and Invoicing: This improves cash flow management, minimizes billing errors, and enhances the firm's financial health.
  • Calendar and Deadline Management: This ensures timely task completion and promotes efficient case progression.
  • Task Tracking and Assignment: This feature enhances accountability and improves task prioritization.
  • Reporting and Analytics: This enables data-driven decision-making, identifies areas for improvement, and optimizes firm operations.
  • Integration with Legal Research Tools: This enhances decision-making, accelerates research processes, and ensures legal compliance.
  • Mobile Accessibility: This enables flexibility and productivity for legal professionals, allowing them to manage tasks from anywhere.
  • Templates: Pre-designed structures or formats can be used as a starting point for new documents or projects.
  • Dashboards: Interfaces that display key performance indicators and metrics in a consolidated view can help with decision-making.
  • Timelines: Visual representations of the chronological order of events or tasks within a project help with organization.
  • Invoicing: Creating and sending client bills for services rendered ensures timely payment and sound financial management.
  • User-friendly Interface: An interface that is easy to use and navigate encourages a productive workplace.
  • CRM: Customer Relationship Management software for managing client interactions helps with overall organization and encourages a positive client relationship.
  • Customer Support: Services provided to help users resolve issues and use software effectively allow users to understand software fully.
  • Document Storage: A system for storing and organizing electronic documents encourages organization.
  • Notifications: Alerts that inform users about important events or updates enhance planning and organization.
  • Project planning: Defining the scope, objectives, and steps necessary to complete a project keeps timelines and projects on track.
  • Status Updates: Regular updates on the progress of tasks or projects keep all stakeholders informed.
  • To-do Lists: Lists of tasks that need to be completed, often used for personal or project management, help with personal time management.
  • Workflow automation: Using technology to automate repetitive tasks in a workflow speeds up processes.

Benefits Of Legal Project Management Software

Legal project management software offers numerous advantages for legal professionals and organizations looking to simplify operations and improve efficiency. Learn all about the five primary benefits of this software.

  1. Enhanced Organization: Legal project management software helps users stay organized. Centralizing case information, deadlines, documents, and communications in one platform reduces the risk of missing important tasks or deadlines.
  2. Improved Collaboration: The software encourages collaboration among team members. This enables them to collaborate more effectively on legal matters, share documents, and communicate real-time updates.
  3. Increased Productivity: With features like task assignment, automated workflows, and time tracking, legal project management software helps users manage their workload more efficiently. This allows them to complete tasks faster and deliver better client outcomes.
  4. Better Client Communication: Legal project management software enables transparent communication with clients by providing them access to case updates, documents, and progress reports. This fosters stronger client relationships and builds trust.
  5. Enhanced Compliance: Legal project management software helps organizations maintain compliance with regulatory requirements. It also mitigates the risk of errors or oversights by ensuring that all legal processes and documentation are correctly managed.

Legal project management software offers many benefits, making it a valuable tool for legal professionals and organizations.

Costs & Pricing For Legal Project Management Software

Legal project management software typically offers different options for varying needs and budgets. These plans often range from free options with basic features to premium plans with advanced functionality and support. 

Below, I've outlined the plan options, prices, and common features.

Plan Comparison Table for Legal Project Management Software

Plan TypeAverage PriceCommon Features
Free$0Basic task management, limited document storage
Standard$30/user/monthTask management, document storage, collaboration tools
Professional$50/user/monthAdvanced task management, document automation, reporting
EnterpriseCustom pricingCustomizable workflows, advanced reporting, API access
A breakdown of plan types, costs, and features for legal project management software.

When choosing a plan, software buyers should carefully evaluate their needs and budget constraints. While the free plan may be sufficient for small teams or solo practitioners, larger organizations may benefit from investing in professional or enterprise plans.

Legal Project Management Software FAQs

Is legal project management software suitable for solo practitioners or small law firms?

Yes, many legal project management software solutions offer plans tailored for solo practitioners and small law firms. These solutions provide essential features at affordable prices to meet their specific needs and requirements.

How does legal project management software differ from generic project management software?

While generic project management software may offer broad functionality suitable for various industries, legal project management software is specifically designed to address the unique needs and workflows of legal professionals. It offers specialized features such as legal document management and client communication tools.

Can legal project management software integrate with other legal software?

Yes, many legal project management software solutions offer integrations with popular legal software applications such as legal billing, practice management, and e-discovery tools. This simplifies data exchange and workflow automation.

Is legal project management software cloud-based or on-premises?

Most modern legal project management software solutions are cloud-based, allowing users to access their data and work from anywhere with an internet connection. However, some solutions may offer on-premises options for organizations with specific security or compliance requirements.

How do I choose the right legal project management software for my law firm?

When choosing a legal project management software solution, consider factors such as your firm’s size and budget, the specific features and functionality you require, ease of use, customer support, and integration capabilities. It’s also helpful to take advantage of free trials or demos to test the software before deciding.

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Hermann Fink
By Hermann Fink

Hermann Fink is a technology enthusiast and the co-founder of Rünna Advertising, a multinational digital agency that has been active for over a decade and served clients like Ford, AstraZeneca, Disney, and Didi. In addition to being a business owner, Hermann gathered corporate experience in project management during his time at Hewlett Packard in the mid-2010s.