Law firms might operate on a foundation of paper-based processes, but who says your team of lawyers has to work like it’s 1986? Legal matters can get complicated fast, so it’s never been more important to embrace modern solutions like legal document software.
With the right software in your corner, you’ll streamline operations, improve client relationships, and reduce risk across the board. These tools revolutionize how legal professionals manage projects, making it a cinch to organize cases, employees, and data in one place. ✨
If it’s high time for your law firm to make a change, check out this guide to legal document software. We’ll show you what to look for in legal PM software and share the 10 best software solutions for the legal industry.
10 Best Document Software for Lawyers in 2023
Summarize this article for me pleaseWhat Is Legal Document Managment Software?
Legal document software, also known as legal document management software, refers to a specialized tool designed to store, manage, and track digital documents within legal firms. It streamlines the process of creating, organizing, and retrieving critical legal files, ensuring that important documents are secure yet accessible.
This software often includes features like:
- Search functionality
- Collaboration tools
- Version control
- Compliance tracking
What are the key features to look for in legal document software?
Every law firm is different, but there are still some key functionalities you should look for in legal document software. We recommend finding software that offers:
- Document management and storage: Law offices go through a ton of documents. Look for PM software that comes with cloud-based document storage so you can access your files anytime, anywhere 📁
- A user-friendly interface: The more intuitive the software is, the faster you’ll see time to value
- Customizable templates and dashboards: Look for solutions with templates that standardize the legal process. Custom dashboards are also a must-have because they give you a bird’s-eye view of project progress, milestones, and dependencies
- Workflow automation: Ditch manual processes by automating your tasks, to-do lists, and more with trigger-based automations
- Real-time collaboration tools: Look for legal project management software in the cloud. This way, your team can access their work and collaborate on legal documents in real time no matter where they are
- Time tracking: Account for every billable hour. A solid legal PM solution will come with tools for time tracking and invoicing to support your firm’s profitability 💰
- Client intake features: Client relationships are the backbone of any successful practice. Look for a solution with client relationship management (CRM) features to manage deliverables, streamline client communications, and simplify client intake
Summarize this article for me please10 Best Legal Document Management Software in 203
Looking for some easy wins for your firm? Switch to the best legal project management software for your industry. These are our top 10 favorite software picks for law firms looking to level up. 🙌
1. ClickUp
ClickUp Docs presents a revolutionary approach to managing your legal documents. ClickUp ensures your legal documentation process is always seamless and efficient. Its robust search functionality helps you locate files quickly and easily, enhancing productivity within your legal firm.
By moving your legal records to ClickUp Docs, you’ll experience the security, accessibility, and collaboration benefits that modern legal document software should offer, streamlining operations and delivering superior service to your clients.
Legal teams use ClickUp to manage cases, employee caseloads, and performance data in one place. Consider it the Swiss Army Knife of PM software with features for client billing, time tracking, case note documentation, and even a CRM for lead capture and client management. 🧑💼
ClickUp also includes a robust template library chock-full of legal templates. Check out the Legal Client Management Template to monitor client progress in a Gantt chart or checklist and see a quick overview of every client and case. The ClickUp Legal Case Tracking and Billing Template is a must for organizing all client information, case activities, and billable hours in a no-fuss, no-code database. 📚
If you don’t have time to fill out these templates, there’s a tool for that, too. ClickUp AI writes emails, project briefs, timelines, and more with just a click. This AI writing tool can check your grammar, summarize contracts, and format content in a flash.
ClickUp best features
- ClickUp’s 1,000+ integrations make it a cinch to connect all of your digital tools in one place
- Use the Proofing tool to add suggestions and comments to contracts
- Sharing and permissions to protect legal documents
- Brainstorm winning arguments with team members via ClickUp Whiteboards
- Assign to-dos, create dependencies, and monitor your team’s caseload with ClickUp Tasks
ClickUp limitations
- ClickUp AI is only available for paid plans
- ClickUp has a lot of features, so it can take time for beginners to use the platform to its fullest potential
ClickUp pricing
- Free Forever
- Unlimited: $7/month per user
- Business: $12/month per user
- Enterprise: Contact for pricing
- ClickUp AI is available on all paid plans for $5 per Workspace member per month
ClickUp ratings and reviews
- G2: 4.7/5 (9,000+ reviews)
- Capterra: 4.7/5 (3,800+ reviews)
2. ProProfs Project
ProProfs is a software suite with solutions for task management, scheduling, resource planning, and more. ProProfs Project isn’t specialized legal project management software, but you can use it to run your legal firm.
Yes, this is more of a bare-bones PM solution. But if you need a basic tool for assigning tasks, collaborating, and visualizing your workflows, ProProfs is both simple and affordable.
ProProfs Project best features
- Generate invoices and reports
- Track your team’s billable hours
- Visualize your workflow with Gantt charts
- Switch to Kanban board view to see all projects at a high level
ProProfs Project limitations
- The tool doesn’t include features like a CRM or team chat
- It doesn’t have a lot of reviews for you to reference
ProProfs Project pricing
- $39.97/month for unlimited users, billed annually
ProProfs Project ratings and reviews
- G2: 4.4/5 (30+ reviews)
- Capterra: 4.7/5 (75+ reviews)
3. Asana
Asana is a popular workflow management solution that’s jam-packed with features. Used as legal document management software, Asana manages your client portfolio and generates smart reports. You can even create custom rules and dependencies to manage all employees, projects, and tasks for less hassle. 🧘
Asana best features
- Asana Intelligence AI sets smart goals based on historical performance
- Build custom workflows and automations for your team
- Visualize projects in Timeline or Board view
- Create one shared team calendar for simpler scheduling
Asana limitations
- Asana can be hard to navigate at first
- Some users say it’s hard to create task hierarchies and dependencies
Asana pricing
- Basic: Free
- Premium: $10.99/month per user, billed annually
- Business: $24.99/month per user, billed annually
Asana ratings and reviews
- G2: 4.3/5 (9,500+ reviews)
- Capterra: 4.5/5 (12,200+ reviews)
4. MerusCase
MerusCase is legal project management software for busy law firms. Designed specifically for the nuances of law, MerusCase streamlines document management, billing, and collaboration. It also boasts bank-grade security—perfect for protecting sensitive legal files. 🗄️
MerusCase best features
- Batch-scan thousands of papers at once and organize them with ease
- Find documents in less time with predictive search
- Document management system to manage client documents
- Use time-tracking to simplify electronic billing for clients
MerusCase limitations
- MerusCase doesn’t have a lot of user reviews
- Some users wish MerusCase had offline features
MerusCase pricing
- Contact for pricing
MerusCase ratings and reviews
- G2: 4.6/5 (5 reviews)
- Capterra: 4.7/5 (80+ reviews)
5. Monday.com
Monday.com is a single suite of three solutions: Work Management, Sales CRM, and Dev. As a lawyer, you’ll likely need Work Management and Sales CRM.
Work Management includes essential project management features like project, task, and resource management along with goal tracking. Sales CRM streamlines client management with tools for lead management, sales pipeline visualizations, and performance tracking. 📈
Monday.com best features
- Create a visual board for each project
- Choose from Kanban, calendar, timeline, or Gantt chart views
- Track timelines, budgets, and goals with custom dashboards
- Monday.com integrates with Adobe Creative Cloud, Slack, and more
Monday.com limitations
- Several users report issues navigating the tool’s features
- Other users wish the platform had more templates
Monday.com pricing
- Free
- Basic: $8/month per user, billed annually
- Standard: $10/month per user, billed annually
- Pro: $16/month per user, billed annually
- Enterprise: Contact for pricing
Monday.com ratings and reviews
- G2: 4.7/5 (8,600+ reviews)
- Capterra: 4.6/5 (4,300+ reviews)
6. Redbooth
Redbooth is a law practice management software designed for small and large law firms alike. It integrates internal and external communications into one place, combining video conferencing, task management, and custom workflows into a single platform.
Redbooth best features
- Choose a Redbooth template to speed up project creation
- Host HD video calls without leaving your PM platform
- Visualize your team’s tasks in a Gantt chart or Kanban board
- Flag urgent tasks that need immediate attention 🚨
Redbooth limitations
- Redbooth doesn’t have a lot of templates
- Some users wish the platform offered more customization
Redbooth pricing
- Pro: $9/month per user, billed annually
- Business: $15/month per user, billed annually
- Enterprise: Contact for pricing
Redbooth ratings and reviews
- G2: 4.4/5 (100+ reviews)
- Capterra: 4.4/5 (90+ reviews)
7. Clio
Over 150,000 legal pros use this legal document management software. Clio combines billing, client intake, document management, and calendars into a single platform.
Its features are nothing to sneeze at, but its security protocols are truly impressive. Clio has a 24/7/365 security team and continuous vulnerability monitoring.
Clio best features
- Clio comes with industry-leading security
- Integrations with over 250 applications
- Quickly sign contracts with e-signatures
- Build your own templates to reuse again and again
Clio limitations
- Some users mention poor experiences with customer service
- Other users wish Clio had more customization options
Clio pricing
- EasyStart: $39/month per user, billed annually
- Essentials: $69/month per user, billed annually
- Advanced: $99/month per user, billed annually
- Complete: $129/month per user, billed annually
Clio ratings and reviews
- G2: 4.6/5 (570+ reviews)
- Capterra: 4.7/5 (1,500+ reviews)
8. Trello
Trello started as a digital Kanban board solution, but today it has powerful features that make it a top legal project management tool. Its automation tool, Butler, offers no-code automations to seriously streamline your team’s workflows. Trello also offers a robust template library you can pull from to speed up project creation. ⏩
Trello best features
- Choose from hundreds of Power-Ups to extend the functionality of your Trello account
- Choose from Timeline, Calendar, Dashboard, Table, and Map views
- Create custom Workspace boards for each case
- Integrate Trello with Google Drive, Zapier, Evernote, and other apps
Trello limitations
- Trello doesn’t come with tools for billing or time tracking out of the box
- Some users dislike Trello’s limited task hierarchies and reporting
Trello pricing
- Free
- Standard: $5/month per user, billed annually
- Premium: $10/month per user, billed annually
- Enterprise: Contact for pricing
Trello ratings and reviews
- G2: 4.4/5 (13,400+ reviews)
- Capterra: 4.5/5 (22,900+ reviews)
9. HighQ
HighQ is a product from Thomson Reuters designed for managing a law office. It includes features for collaboration, productivity, and task tracking, as well as document and data management. Seventy-five percent of HighQ’s clients are Fortune 500 companies so it’s best suited to enterprise businesses. 👔
HighQ best features
- Use pre-designed templates to automate document creation
- Create trigger-based workflows
- Customize fields and metadata
- Manage your team with shared calendars, activity streams, and task-tracking
HighQ limitations
- It doesn’t have a lot of reviews for reference
- Several users say the platform is a bit pricey
HighQ pricing
- Contact for pricing
HighQ ratings and reviews
- G2: 3.9/5 (4 reviews)
- Capterra: 4.5/5 (38 reviews)
10. Evernote
Sure, Evernote has a reputation as a note-taking app, but plenty of small firms use this tool as legal project management software. Scan and store documents in Evernote and quickly find them with its advanced search feature. It even connects your team’s calendars, tasks, and files in one place. 📅
Evernote best features
- Use Web Clipper to save tidbits of information from across the web
- Create shared notes to keep your team on the same page
- Collaborate on notes in real-time
- Evernote supports a lightweight CRM for connecting contact information, emails, and files in one database
Evernote limitations
- Evernote doesn’t come with features for time tracking or billing
- It’s more of a note and document management platform than a project management solution
Evernote pricing
- Free
- Personal: $10.83/month per user, billed annually
- Professional: $14.17/month per user, billed annually
Evernote ratings and reviews
- G2: 4.4/5 (2,000+ reviews)
- Capterra: 4.4/5 (8,100+ reviews)
Summarize this article for me pleaseStreamline Your Legal Documents With ClickUp
Practicing law isn’t for the faint of heart—but neither is project management. Why scatter your projects and day-to-day legal tasks across different platforms when you can bring them together?
With ClickUp, there’s no need to toggle between multiple tools. You get to use the best project management software and customize it for all your legal work so you always hit your mark. 🎯
But we know seeing is believing. Create a ClickUp Workspace right now—no credit card required.
Everything you need to stay organized and get work done.
