Legal Matter Management Software

Legal matter management software is a digital tool that law firms use to manage their legal cases and clients and keep cases organised. It allows for a more streamlined workflow and smoother billing, time tracking, and document management processes so you can focus on billable work.

Legal practice management software, including case management tools, provides an overview of your law firm’s matters and their associated details, including deadlines, documents, notes, bills, and more.

A comprehensive matter management solution covers accounting, scheduling, time tracking, and more. These features will help you manage your practice more efficiently, contribute to better cash flow management, and ease collaboration on cases. This will give you more time to work on tasks that will bring money into your legal practice.

Lawyers typically use several different types of software to run their firms. Your chosen legal software suite is the central and most important piece of the tech stack, but lawyers also use accounting software, such as Xero, document software, such as Microsoft Word, and an email provider, such as Microsoft Outlook or Gmail. Law firms may also add other tools to fulfil needs more closely related to their practice area. The Clio App Directory has many integrations to explore, so you can find out how it will integrate with the tools you are currently using.

Legal matter management software helps lawyers spend more time practising law and serving clients, reducing time spent on administrative tasks.

The best legal case management software should have features that help it be efficient, such as billing, case management, calendaring, trust accounting, task management, time and expense tracking, client relationship management and document management. You’ll also want to look for reviews and testimonials to ensure you choose the industry’s best case management software.

For instance, Clio is trusted by over 150,000 legal professionals and approved by over 100+ bar associations and law societies worldwide, Clio is widely considered to be the leading case management solution with a rating of 4.5/5 or higher on G2 Crowd and Capterra.

Our data migration team can assist in transferring information from another legal case management solution to our software.

We offer unlimited support 24 hours a day, five days a week, so we can answer any questions you might have without impairing your working day.

Our data migration team can assist in bringing over information from another legal case management solution to our software so that you don’t have to do it manually.

The cost varies greatly, depending on whether you use an on-premise or cloud-based solution. Cloud solutions are more cost-effective for most firms, with their low monthly pricing models, free support, and free updates.

Our legal matter management software offers monthly pricing plans starting at $39. We want to ensure firms of all sizes and requirements can find a solution that meets their needs.

Key features include matter management, client/contact management, task management, calendaring, timekeeping, email integration, document management, document automation, accounting, client accounting, invoicing and billing, online payments, client portals, integrations, and reporting.

Choosing a legal matter management software suite is essential as it has the potential to simplify your processes. Start by identifying the gaps in your practice and see if software like Clio can plug them. It’s best if all of the tools in your legal tech stack integrate and share case and contact information to reduce the need for duplicate data entry and the risk of error.