{"id":114057,"date":"2025-01-27T00:00:00","date_gmt":"2025-01-27T08:00:00","guid":{"rendered":"https:\/\/clickup.com\/blog\/?p=114057"},"modified":"2025-02-04T11:42:53","modified_gmt":"2025-02-04T19:42:53","slug":"legal-document-software","status":"publish","type":"post","link":"https:\/\/clickup.com\/blog\/legal-document-software\/","title":{"rendered":"10 Best Legal Document Software for Lawyers in 2026"},"content":{"rendered":"<p>Law firms might operate on a foundation of paper-based processes, but who says your team of lawyers has to work like it\u2019s 1986? Legal matters can get complicated fast, so it\u2019s never been more important to embrace modern solutions like legal document software.\u00a0<\/p>\n<p>With the right software in your corner, you\u2019ll 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. \u2728<\/p>\n<p>If it\u2019s high time for your law firm to make a change, check out this guide to legal document software. We\u2019ll show you what to look for in legal PM software and share the 10 best software solutions for the legal industry.\u00a0<\/p>\n<div class=\"ub_table-of-contents\" data-hidetext=\"hide\" data-initiallyhideonmobile=\"false\" data-initiallyshow=\"true\" data-scrolltype=\"auto\" data-showtext=\"show\" id=\"ub_table-of-contents-cb8292c6-9c2a-4bee-b17a-193ddd478b04\">\n<div class=\"ub_table-of-contents-header-container\">\n<div class=\"ub_table-of-contents-header\">\n<div class=\"ub_table-of-contents-title\">10 Best Document Software for Lawyers in 2023<\/div>\n<\/div>\n<\/div>\n<div class=\"ub_table-of-contents-extra-container\">\n<div class=\"ub_table-of-contents-container ub_table-of-contents-1-column\">\n<ul>\n<li><a href=\"https:\/\/clickup.com\/blog\/legal-document-software\/#0-what-is-legal-document-managment-software\">What Is Legal Document Managment Software?<\/a>\n<ul>\n<li><a href=\"https:\/\/clickup.com\/blog\/legal-document-software\/#1-what-are-the-key-features-to-look-for-in-legal-document-software-\">What are the key features to look for in legal document software?\u00a0<\/a><\/li>\n<\/ul>\n<\/li>\n<li><a href=\"https:\/\/clickup.com\/blog\/legal-document-software\/#2-10-best-legal-document-management-software-in-203\">10 Best Legal Document Management Software in 203<\/a>\n<ul>\n<li><a href=\"https:\/\/clickup.com\/blog\/legal-document-software\/#3-1-clickup-\">1. ClickUp<\/a><\/li>\n<li><a href=\"https:\/\/clickup.com\/blog\/legal-document-software\/#8-2-proprofs-project\">2. ProProfs Project<\/a><\/li>\n<li><a href=\"https:\/\/clickup.com\/blog\/legal-document-software\/#13-3-asana\">3. Asana<\/a><\/li>\n<li><a href=\"https:\/\/clickup.com\/blog\/legal-document-software\/#18-4-meruscase\">4. MerusCase<\/a><\/li>\n<li><a href=\"https:\/\/clickup.com\/blog\/legal-document-software\/#23-5-mondaycom\">5. Monday.com<\/a><\/li>\n<li><a href=\"https:\/\/clickup.com\/blog\/legal-document-software\/#28-6-redbooth\">6. Redbooth<\/a><\/li>\n<li><a href=\"https:\/\/clickup.com\/blog\/legal-document-software\/#33-7-clio\">7. Clio<\/a><\/li>\n<li><a href=\"https:\/\/clickup.com\/blog\/legal-document-software\/#38-8-trello\">8. Trello<\/a><\/li>\n<li><a href=\"https:\/\/clickup.com\/blog\/legal-document-software\/#43-9-highq\">9. HighQ<\/a><\/li>\n<li><a href=\"https:\/\/clickup.com\/blog\/legal-document-software\/#48-10-evernote\">10. Evernote<\/a><\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<\/div>\n<\/div>\n<\/div>\n<h2 class=\"wp-block-heading\" id=\"0-what-is-legal-document-managment-software\">What Is Legal Document Managment Software?<\/h2>\n<p>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. <\/p>\n<p>This software often includes features like:<\/p>\n<ul>\n<li>Search functionality<\/li>\n<li>Collaboration tools<\/li>\n<li>Version control<\/li>\n<li>Compliance tracking<\/li>\n<\/ul>\n<h3 class=\"wp-block-heading\" id=\"1-what-are-the-key-features-to-look-for-in-legal-document-software-\">What are the key features to look for in legal document software?\u00a0<\/h3>\n<p>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:<\/p>\n<ul>\n<li><strong>Document management and storage:<\/strong> 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 \ud83d\udcc1<\/li>\n<li><strong>A user-friendly interface: <\/strong>The more intuitive the software is, the faster you\u2019ll see time to value<\/li>\n<li><strong>Customizable<\/strong><strong> <\/strong><strong>templates<\/strong><strong> and <\/strong><strong>dashboards<\/strong><strong>:<\/strong> Look for solutions with templates that standardize the legal process. Custom dashboards are also a must-have because they give you a bird\u2019s-eye view of project progress, milestones, and dependencies<\/li>\n<li><strong>Workflow automation<\/strong><strong>:<\/strong> Ditch manual processes by automating your tasks, to-do lists, and more with trigger-based automations<\/li>\n<li><strong>Real-time collaboration tools:<\/strong> Look for <a href=\"https:\/\/clickup.com\/blog\/legal-project-management-software\/\">legal project management software<\/a> in the cloud. This way, your team can access their work and collaborate on legal documents in real time no matter where they are<\/li>\n<li><strong>Time tracking: <\/strong>Account for every billable hour. A solid legal PM solution will come with <a href=\"https:\/\/clickup.com\/blog\/lawyer-time-tracking-software\/\">tools for time tracking<\/a> and invoicing to support your firm\u2019s profitability \ud83d\udcb0<\/li>\n<li><strong>Client intake<\/strong><strong> features:<\/strong> 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<\/li>\n<\/ul>\n<h2 class=\"wp-block-heading\" id=\"2-10-best-legal-document-management-software-in-203\">10 Best Legal Document Management Software in 203<\/h2>\n<p>Looking for some easy wins for your firm? Switch to the <a href=\"https:\/\/clickup.com\/blog\/legal-project-management-software\/\">best legal project management software<\/a> for your industry. These are our top 10 favorite software picks for law firms looking to level up. \ud83d\ude4c<\/p>\n<h3 class=\"wp-block-heading\" id=\"3-1-clickup-\">1. <a href=\"https:\/\/clickup.com\/\">ClickUp<\/a><\/h3>\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img alt=\"Legal project management software: grouping tasks in ClickUp's Board view\" class=\"wp-image-38777\" decoding=\"async\" height=\"498\" loading=\"lazy\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/07\/image10.gif\" width=\"960\"\/><figcaption class=\"wp-element-caption\">Group the tasks on your <a href=\"https:\/\/clickup.com\/blog\/kanban-board-examples\/\">Kanban board<\/a> by status, Custom Fields, Priority, and more in ClickUp\u2019s Board view<\/figcaption><\/figure>\n<\/div>\n<p><a href=\"https:\/\/clickup.com\/features\/docs\">ClickUp Docs<\/a> 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. <\/p>\n<p>By moving your legal records to ClickUp Docs, you\u2019ll experience the security, accessibility, and collaboration benefits that modern legal document software should offer, streamlining operations and delivering superior service to your clients.<\/p>\n<p><a href=\"https:\/\/clickup.com\/teams\/law\">Legal teams use ClickUp<\/a> 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, <a href=\"https:\/\/clickup.com\/blog\/time-tracking-software-small-businesses\/\">time tracking<\/a>, case note documentation, and even a CRM for lead capture and client management. \ud83e\uddd1\u200d\ud83d\udcbc<\/p>\n<p>ClickUp also includes a robust template library chock-full of legal templates. Check out the <a href=\"https:\/\/clickup.com\/templates\/legal-client-management-t-4391871\">Legal Client Management Template<\/a> to monitor client progress in a Gantt chart or checklist and see a quick overview of every client and case.<a href=\"https:\/\/clickup.com\/templates\/legal-case-tracking-and-billing-kkmvq-6120784\"> <\/a>The <a href=\"https:\/\/clickup.com\/templates\/legal-case-tracking-and-billing-kkmvq-6120784\">ClickUp Legal Case Tracking and Billing Template<\/a> is a must for organizing all client information, case activities, and billable hours in a no-fuss, no-code database. \ud83d\udcda<\/p>\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img alt=\"Legal project management software: summarizing tasks using ClickUp AI\" class=\"wp-image-111207\" decoding=\"async\" height=\"540\" loading=\"lazy\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2023\/10\/Release-2.196_Task-Summary_V2.gif\" width=\"960\"\/><figcaption class=\"wp-element-caption\">Use ClickUp AI to automatically generate task updates, summaries, and more with the press of a button<\/figcaption><\/figure>\n<\/div>\n<p>If you don\u2019t have time to fill out these templates, there\u2019s a tool for that, too. <a href=\"https:\/\/clickup.com\/features\/ai\">ClickUp AI<\/a> writes emails, project briefs, timelines, and more with just a click. This <a href=\"https:\/\/clickup.com\/blog\/ai-writing-tools\/\">AI writing tool<\/a> can check your grammar, summarize contracts, and format content in a flash.\u00a0<\/p>\n<h4 class=\"wp-block-heading\" id=\"4-clickup-best-features\">ClickUp best features<\/h4>\n<ul>\n<li>ClickUp\u2019s 1,000+ integrations make it a cinch to connect all of your digital tools in one place<\/li>\n<li>Use the Proofing tool to add suggestions and comments to contracts<\/li>\n<li>Sharing and permissions to protect legal documents<\/li>\n<li>Brainstorm winning arguments with team members via <a href=\"https:\/\/clickup.com\/features\/whiteboards\">ClickUp Whiteboards<\/a><\/li>\n<li>Assign to-dos, create dependencies, and monitor your team\u2019s caseload with <a href=\"https:\/\/clickup.com\/features\/tasks\">ClickUp Tasks<\/a><\/li>\n<\/ul>\n<h4 class=\"wp-block-heading\" id=\"5-clickup-limitations\">ClickUp limitations<\/h4>\n<ul>\n<li>ClickUp AI is only available for paid plans<\/li>\n<li>ClickUp has a lot of features, so it can take time for beginners to use the platform to its fullest potential<\/li>\n<\/ul>\n<h4 class=\"wp-block-heading\" id=\"6-clickup-pricing\">ClickUp pricing<\/h4>\n<ul>\n<li><strong>Free Forever<\/strong><\/li>\n<li><strong>Unlimited: <\/strong>$7\/month per user<\/li>\n<li><strong>Business:<\/strong> $12\/month per user<\/li>\n<li><strong>Enterprise<\/strong><strong>: <\/strong>Contact for pricing<\/li>\n<li><strong>ClickUp AI <\/strong>is available on all paid plans for $5 per Workspace member per month<\/li>\n<\/ul>\n<h4 class=\"wp-block-heading\" id=\"7-clickup-ratings-and-reviews\">ClickUp ratings and reviews<\/h4>\n<ul>\n<li><strong>G2:<\/strong> 4.7\/5 (9,000+ reviews)\u00a0<\/li>\n<li><strong>Capterra:<\/strong> 4.7\/5 (3,800+ reviews)<\/li>\n<\/ul>\n<h3 class=\"wp-block-heading\" id=\"8-2-proprofs-project\">2. ProProfs Project<\/h3>\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img alt=\"Legal project management software: ProProfs Project Gantt chart view \" class=\"wp-image-38266\" decoding=\"async\" height=\"566\" loading=\"lazy\" sizes=\"auto, (max-width: 758px) 100vw, 758px\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/06\/Proprofs-project.jpg\" srcset=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/06\/Proprofs-project.jpg 758w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/06\/Proprofs-project-300x224.jpg 300w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/06\/Proprofs-project-700x523.jpg 700w\" width=\"758\"\/><figcaption class=\"wp-element-caption\">Via <a href=\"https:\/\/www.proprofsproject.com\/solutions\/project-planning-software\/\" rel=\"noreferrer noopener nofollow\" target=\"_blank\">ProProfs Project<\/a><\/figcaption><\/figure>\n<\/div>\n<p>ProProfs is a software suite with solutions for task management, scheduling, resource planning, and more. ProProfs Project isn\u2019t specialized legal project management software, but you can use it to run your legal firm.\u00a0<\/p>\n<p>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.<\/p>\n<h4 class=\"wp-block-heading\" id=\"9-proprofs-project-best-features\">ProProfs Project best features<\/h4>\n<ul>\n<li>Generate invoices and reports<\/li>\n<li>Track your team\u2019s billable hours<\/li>\n<li>Visualize your workflow with Gantt charts<\/li>\n<li>Switch to Kanban board view to see all projects at a high level<\/li>\n<\/ul>\n<h4 class=\"wp-block-heading\" id=\"10-proprofs-project-limitations\">ProProfs Project limitations<\/h4>\n<ul>\n<li>The tool doesn\u2019t include features like a CRM or team chat<\/li>\n<li>It doesn\u2019t have a lot of reviews for you to reference<\/li>\n<\/ul>\n<h4 class=\"wp-block-heading\" id=\"11-proprofs-project-pricing\">ProProfs Project pricing<\/h4>\n<ul>\n<li>$39.97\/month for unlimited users, billed annually<\/li>\n<\/ul>\n<h4 class=\"wp-block-heading\" id=\"12-proprofs-project-ratings-and-reviews\">ProProfs Project ratings and reviews<\/h4>\n<ul>\n<li><strong>G2:<\/strong> 4.4\/5 (30+ reviews)<\/li>\n<li><strong>Capterra:<\/strong> 4.7\/5 (75+ reviews)<\/li>\n<\/ul>\n<h3 class=\"wp-block-heading\" id=\"13-3-asana\">3. Asana<\/h3>\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large\"><img alt=\"Legal project management software: list of projects in Asana\" class=\"wp-image-76362\" decoding=\"async\" height=\"911\" loading=\"lazy\" sizes=\"auto, (max-width: 1400px) 100vw, 1400px\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2023\/09\/9b651d-1400x911.png\" srcset=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2023\/09\/9b651d-1400x911.png 1400w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2023\/09\/9b651d-300x195.png 300w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2023\/09\/9b651d-768x500.png 768w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2023\/09\/9b651d-1536x999.png 1536w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2023\/09\/9b651d-700x455.png 700w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2023\/09\/9b651d.png 1608w\" width=\"1400\"\/><figcaption class=\"wp-element-caption\">Via <a href=\"https:\/\/asana.com\/\" rel=\"noreferrer noopener nofollow\" target=\"_blank\">Asana<\/a><\/figcaption><\/figure>\n<\/div>\n<p><a href=\"https:\/\/clickup.com\/blog\/asana-alternatives\/\">Asana<\/a> is a popular <a href=\"https:\/\/clickup.com\/blog\/workflow-management\/\">workflow management<\/a> solution that\u2019s 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. \ud83e\uddd8<\/p>\n<h4 class=\"wp-block-heading\" id=\"14-asana-best-features\">Asana best features<\/h4>\n<ul>\n<li>Asana Intelligence AI sets <a href=\"https:\/\/clickup.com\/blog\/smart-goals\/\">smart goals<\/a> based on historical performance<\/li>\n<li>Build custom workflows and automations for your team<\/li>\n<li>Visualize projects in Timeline or Board view<\/li>\n<li>Create one shared team calendar for simpler scheduling<\/li>\n<\/ul>\n<h4 class=\"wp-block-heading\" id=\"15-asana-limitations\">Asana limitations<\/h4>\n<ul>\n<li>Asana can be hard to navigate at first<\/li>\n<li>Some users say it\u2019s hard to create task hierarchies and dependencies<\/li>\n<\/ul>\n<h4 class=\"wp-block-heading\" id=\"16-asana-pricing\">Asana pricing<\/h4>\n<ul>\n<li><strong>Basic: <\/strong>Free<\/li>\n<li><strong>Premium:<\/strong> $10.99\/month per user, billed annually<\/li>\n<li><strong>Business: <\/strong>$24.99\/month per user, billed annually<\/li>\n<\/ul>\n<h4 class=\"wp-block-heading\" id=\"17-asana-ratings-and-reviews\">Asana ratings and reviews<\/h4>\n<ul>\n<li><strong>G2:<\/strong> 4.3\/5 (9,500+ reviews)<\/li>\n<li><strong>Capterra:<\/strong> 4.5\/5 (12,200+ reviews)<\/li>\n<\/ul>\n<h3 class=\"wp-block-heading\" id=\"18-4-meruscase\">4. MerusCase<\/h3>\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img alt=\"Legal project management software: list of legal documents in MerusCase\" class=\"wp-image-108170\" decoding=\"async\" height=\"720\" loading=\"lazy\" sizes=\"auto, (max-width: 940px) 100vw, 940px\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2023\/10\/upload_template_filter_dropdown.png\" srcset=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2023\/10\/upload_template_filter_dropdown.png 940w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2023\/10\/upload_template_filter_dropdown-300x230.png 300w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2023\/10\/upload_template_filter_dropdown-768x588.png 768w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2023\/10\/upload_template_filter_dropdown-700x536.png 700w\" width=\"940\"\/><figcaption class=\"wp-element-caption\">Via <a href=\"https:\/\/meruscase.com\/web\/\" rel=\"noreferrer noopener nofollow\" target=\"_blank\">MerusCase<\/a><\/figcaption><\/figure>\n<\/div>\n<p>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\u2014perfect for protecting sensitive legal files. \ud83d\uddc4\ufe0f<\/p>\n<h4 class=\"wp-block-heading\" id=\"19-meruscase-best-features\">MerusCase best features<\/h4>\n<ul>\n<li>Batch-scan thousands of papers at once and organize them with ease<\/li>\n<li>Find documents in less time with predictive search<\/li>\n<li>Document management system to manage client documents<\/li>\n<li>Use time-tracking to simplify electronic billing for clients<\/li>\n<\/ul>\n<h4 class=\"wp-block-heading\" id=\"20-meruscase-limitations\">MerusCase limitations<\/h4>\n<ul>\n<li>MerusCase doesn\u2019t have a lot of user reviews<\/li>\n<li>Some users wish MerusCase had offline features<\/li>\n<\/ul>\n<h4 class=\"wp-block-heading\" id=\"21-meruscase-pricing\">MerusCase pricing<\/h4>\n<ul>\n<li>Contact for pricing<\/li>\n<\/ul>\n<h4 class=\"wp-block-heading\" id=\"22-meruscase-ratings-and-reviews\">MerusCase ratings and reviews<\/h4>\n<ul>\n<li><strong>G2:<\/strong> 4.6\/5 (5 reviews)<\/li>\n<li><strong>Capterra:<\/strong> 4.7\/5 (80+ reviews)<\/li>\n<\/ul>\n<h3 class=\"wp-block-heading\" id=\"23-5-mondaycom\">5. Monday.com<\/h3>\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full is-resized\"><img alt=\"List of tasks in Monday.com\" class=\"wp-image-112950\" decoding=\"async\" height=\"407\" loading=\"lazy\" sizes=\"auto, (max-width: 589px) 100vw, 589px\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2023\/10\/monday.com-board.png\" srcset=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2023\/10\/monday.com-board.png 589w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2023\/10\/monday.com-board-300x207.png 300w\" style=\"aspect-ratio:1.4471744471744472;width:589px;height:auto\" width=\"589\"\/><figcaption class=\"wp-element-caption\">Via <a href=\"https:\/\/monday.com\/\" rel=\"noreferrer noopener nofollow\" target=\"_blank\">Monday.com<\/a><\/figcaption><\/figure>\n<\/div>\n<p><a href=\"https:\/\/clickup.com\/blog\/monday-alternatives\/\">Monday.com<\/a> is a single suite of three solutions: Work Management, Sales CRM, and Dev. As a lawyer, you\u2019ll likely need Work Management and Sales CRM.\u00a0<\/p>\n<p>Work Management includes essential project management features like project, task, and resource management along with goal tracking. Sales CRM streamlines <a href=\"https:\/\/clickup.com\/blog\/client-management\/\">client management<\/a> with tools for lead management, sales pipeline visualizations, and performance tracking. \ud83d\udcc8<\/p>\n<h4 class=\"wp-block-heading\" id=\"24-mondaycom-best-features\">Monday.com best features<\/h4>\n<ul>\n<li>Create a visual board for each project<\/li>\n<li>Choose from Kanban, calendar, timeline, or Gantt chart views<\/li>\n<li>Track timelines, budgets, and goals with custom dashboards<\/li>\n<li>Monday.com integrates with Adobe Creative Cloud, Slack, and more<\/li>\n<\/ul>\n<h4 class=\"wp-block-heading\" id=\"25-mondaycom-limitations\">Monday.com limitations<\/h4>\n<ul>\n<li>Several users report issues navigating the tool\u2019s features<\/li>\n<li>Other users wish the platform had more templates<\/li>\n<\/ul>\n<h4 class=\"wp-block-heading\" id=\"26-mondaycom-pricing\">Monday.com pricing<\/h4>\n<ul>\n<li><strong>Free<\/strong><\/li>\n<li><strong>Basic:<\/strong> $8\/month per user, billed annually<\/li>\n<li><strong>Standard: <\/strong>$10\/month per user, billed annually<\/li>\n<li><strong>Pro: <\/strong>$16\/month per user, billed annually<\/li>\n<li><strong>Enterprise<\/strong><strong>: <\/strong>Contact for pricing<\/li>\n<\/ul>\n<h4 class=\"wp-block-heading\" id=\"27-mondaycom-ratings-and-reviews\">Monday.com ratings and reviews<\/h4>\n<ul>\n<li><strong>G2: <\/strong>4.7\/5 (8,600+ reviews)<\/li>\n<li><strong>Capterra:<\/strong> 4.6\/5 (4,300+ reviews)<\/li>\n<\/ul>\n<h3 class=\"wp-block-heading\" id=\"28-6-redbooth\">6. Redbooth<\/h3>\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img alt=\"List of tasks in Redbooth\" class=\"wp-image-108171\" decoding=\"async\" height=\"379\" loading=\"lazy\" sizes=\"auto, (max-width: 510px) 100vw, 510px\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2023\/10\/legal-subtasks.png\" srcset=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2023\/10\/legal-subtasks.png 510w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2023\/10\/legal-subtasks-300x223.png 300w\" width=\"510\"\/><figcaption class=\"wp-element-caption\">Via <a href=\"https:\/\/redbooth.com\/legal\" rel=\"noreferrer noopener nofollow\" target=\"_blank\">Redbooth<\/a><\/figcaption><\/figure>\n<\/div>\n<p>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.<\/p>\n<h4 class=\"wp-block-heading\" id=\"29-redbooth-best-features\">Redbooth best features<\/h4>\n<ul>\n<li>Choose a Redbooth template to speed up project creation<\/li>\n<li>Host HD video calls without leaving your PM platform<\/li>\n<li>Visualize your team\u2019s tasks in a Gantt chart or Kanban board<\/li>\n<li>Flag urgent tasks that need immediate attention \ud83d\udea8<\/li>\n<\/ul>\n<h4 class=\"wp-block-heading\" id=\"30-redbooth-limitations\">Redbooth limitations<\/h4>\n<ul>\n<li>Redbooth doesn\u2019t have a lot of templates<\/li>\n<li>Some users wish the platform offered more customization<\/li>\n<\/ul>\n<h4 class=\"wp-block-heading\" id=\"31-redbooth-pricing\">Redbooth pricing<\/h4>\n<ul>\n<li><strong>Pro:<\/strong> $9\/month per user, billed annually<\/li>\n<li><strong>Business: <\/strong>$15\/month per user, billed annually<\/li>\n<li><strong>Enterprise<\/strong><strong>:<\/strong> Contact for pricing<\/li>\n<\/ul>\n<h4 class=\"wp-block-heading\" id=\"32-redbooth-ratings-and-reviews\">Redbooth ratings and reviews<\/h4>\n<ul>\n<li><strong>G2:<\/strong> 4.4\/5 (100+ reviews)<\/li>\n<li><strong>Capterra:<\/strong> 4.4\/5 (90+ reviews)<\/li>\n<\/ul>\n<h3 class=\"wp-block-heading\" id=\"33-7-clio\">7. Clio<\/h3>\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img alt=\"Screenshot of Clio's Matters page\" class=\"wp-image-108203\" decoding=\"async\" height=\"627\" loading=\"lazy\" sizes=\"auto, (max-width: 1200px) 100vw, 1200px\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2023\/10\/Clio.jpg\" srcset=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2023\/10\/Clio.jpg 1200w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2023\/10\/Clio-300x157.jpg 300w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2023\/10\/Clio-768x401.jpg 768w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2023\/10\/Clio-700x366.jpg 700w\" width=\"1200\"\/><figcaption class=\"wp-element-caption\">Via <a href=\"https:\/\/www.clio.com\/\" rel=\"noreferrer noopener nofollow\" target=\"_blank\">Clio<\/a><\/figcaption><\/figure>\n<\/div>\n<p>Over 150,000 legal pros use this legal document management software. Clio combines billing, client intake, document management, and calendars into a single platform.\u00a0<\/p>\n<p>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.<\/p>\n<h4 class=\"wp-block-heading\" id=\"34-clio-best-features\">Clio best features<\/h4>\n<ul>\n<li>Clio comes with industry-leading security<\/li>\n<li>Integrations with over 250 applications<\/li>\n<li>Quickly sign contracts with e-signatures<\/li>\n<li>Build your own templates to reuse again and again<\/li>\n<\/ul>\n<h4 class=\"wp-block-heading\" id=\"35-clio-limitations\">Clio limitations<\/h4>\n<ul>\n<li>Some users mention poor experiences with customer service<\/li>\n<li>Other users wish Clio had more customization options<\/li>\n<\/ul>\n<h4 class=\"wp-block-heading\" id=\"36-clio-pricing\">Clio pricing<\/h4>\n<ul>\n<li><strong>EasyStart: <\/strong>$39\/month per user, billed annually<\/li>\n<li><strong>Essentials: <\/strong>$69\/month per user, billed annually<\/li>\n<li><strong>Advanced:<\/strong> $99\/month per user, billed annually<\/li>\n<li><strong>Complete: <\/strong>$129\/month per user, billed annually<\/li>\n<\/ul>\n<h4 class=\"wp-block-heading\" id=\"37-clio-ratings-and-reviews\">Clio ratings and reviews<\/h4>\n<ul>\n<li><strong>G2:<\/strong> 4.6\/5 (570+ reviews)<\/li>\n<li><strong>Capterra:<\/strong> 4.7\/5 (1,500+ reviews)<\/li>\n<\/ul>\n<h3 class=\"wp-block-heading\" id=\"38-8-trello\">8. Trello<\/h3>\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large is-resized\"><img alt=\"Example of a Kanban board in Trello\" class=\"wp-image-109445\" decoding=\"async\" height=\"777\" loading=\"lazy\" sizes=\"auto, (max-width: 1400px) 100vw, 1400px\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2023\/10\/Example-of-a-project-management-dashboard-in-Trello-1400x777.png\" srcset=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2023\/10\/Example-of-a-project-management-dashboard-in-Trello-1400x777.png 1400w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2023\/10\/Example-of-a-project-management-dashboard-in-Trello-300x167.png 300w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2023\/10\/Example-of-a-project-management-dashboard-in-Trello-768x426.png 768w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2023\/10\/Example-of-a-project-management-dashboard-in-Trello-1536x853.png 1536w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2023\/10\/Example-of-a-project-management-dashboard-in-Trello-2048x1137.png 2048w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2023\/10\/Example-of-a-project-management-dashboard-in-Trello-700x389.png 700w\" style=\"aspect-ratio:1.8018018018018018;width:840px;height:auto\" width=\"1400\"\/><figcaption class=\"wp-element-caption\">Via <a href=\"https:\/\/trello.com\/\" rel=\"noreferrer noopener nofollow\" target=\"_blank\">Trello<\/a><\/figcaption><\/figure>\n<\/div>\n<p><a href=\"https:\/\/clickup.com\/blog\/trello-alternatives\/\">Trello<\/a> 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\u2019s workflows. Trello also offers a robust template library you can pull from to speed up project creation. \u23e9<\/p>\n<h4 class=\"wp-block-heading\" id=\"39-trello-best-features\">Trello best features<\/h4>\n<ul>\n<li>Choose from hundreds of Power-Ups to extend the functionality of your Trello account<\/li>\n<li>Choose from Timeline, Calendar, Dashboard, Table, and Map views<\/li>\n<li>Create custom Workspace boards for each case<\/li>\n<li>Integrate Trello with Google Drive, Zapier, Evernote, and other apps<\/li>\n<\/ul>\n<h4 class=\"wp-block-heading\" id=\"40-trello-limitations\">Trello limitations<\/h4>\n<ul>\n<li>Trello doesn\u2019t come with tools for billing or time tracking out of the box<\/li>\n<li>Some users dislike Trello\u2019s limited task hierarchies and reporting<\/li>\n<\/ul>\n<h4 class=\"wp-block-heading\" id=\"41-trello-pricing\">Trello pricing<\/h4>\n<ul>\n<li><strong>Free<\/strong><\/li>\n<li><strong>Standard:<\/strong> $5\/month per user, billed annually<\/li>\n<li><strong>Premium:<\/strong> $10\/month per user, billed annually<\/li>\n<li><strong>Enterprise<\/strong><strong>:<\/strong> Contact for pricing<\/li>\n<\/ul>\n<h4 class=\"wp-block-heading\" id=\"42-trello-ratings-and-reviews\">Trello ratings and reviews<\/h4>\n<ul>\n<li><strong>G2:<\/strong> 4.4\/5 (13,400+ reviews)<\/li>\n<li><strong>Capterra:<\/strong> 4.5\/5 (22,900+ reviews)<\/li>\n<\/ul>\n<h3 class=\"wp-block-heading\" id=\"43-9-highq\">9. HighQ<\/h3>\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full is-resized\"><img alt=\"HighQ's board view\" class=\"wp-image-114059\" decoding=\"async\" height=\"446\" loading=\"lazy\" sizes=\"auto, (max-width: 792px) 100vw, 792px\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2023\/11\/Thomson-Reuters.jpg\" srcset=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2023\/11\/Thomson-Reuters.jpg 792w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2023\/11\/Thomson-Reuters-300x169.jpg 300w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2023\/11\/Thomson-Reuters-768x432.jpg 768w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2023\/11\/Thomson-Reuters-700x394.jpg 700w\" style=\"aspect-ratio:1.7757847533632287;width:792px;height:auto\" width=\"792\"\/><figcaption class=\"wp-element-caption\">Via <a href=\"https:\/\/legalsolutions.thomsonreuters.co.uk\/en\/products-services\/highq.html\" rel=\"noreferrer noopener nofollow\" target=\"_blank\">HighQ<\/a><\/figcaption><\/figure>\n<\/div>\n<p>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\u2019s clients are Fortune 500 companies so it\u2019s best suited to enterprise businesses. \ud83d\udc54<\/p>\n<h4 class=\"wp-block-heading\" id=\"44-highq-best-features\">HighQ best features<\/h4>\n<ul>\n<li>Use pre-designed templates to automate document creation<\/li>\n<li>Create trigger-based workflows<\/li>\n<li>Customize fields and metadata<\/li>\n<li>Manage your team with shared calendars, activity streams, and task-tracking<\/li>\n<\/ul>\n<h4 class=\"wp-block-heading\" id=\"45-highq-limitations\">HighQ limitations<\/h4>\n<ul>\n<li>It doesn\u2019t have a lot of reviews for reference<\/li>\n<li>Several users say the platform is a bit pricey<\/li>\n<\/ul>\n<h4 class=\"wp-block-heading\" id=\"46-highq-pricing\">HighQ pricing<\/h4>\n<ul>\n<li>Contact for pricing<\/li>\n<\/ul>\n<h4 class=\"wp-block-heading\" id=\"47-highq-ratings-and-reviews\">HighQ ratings and reviews<\/h4>\n<ul>\n<li><strong>G2:<\/strong> 3.9\/5 (4 reviews)<\/li>\n<li><strong>Capterra:<\/strong> 4.5\/5 (38 reviews)<\/li>\n<\/ul>\n<h3 class=\"wp-block-heading\" id=\"48-10-evernote\">10. Evernote<\/h3>\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img alt=\"Evernote's Project Tracker template\" class=\"wp-image-69029\" decoding=\"async\" height=\"708\" loading=\"lazy\" sizes=\"auto, (max-width: 1200px) 100vw, 1200px\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2023\/07\/Evernote-Project-Tracker-Template.jpg\" srcset=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2023\/07\/Evernote-Project-Tracker-Template.jpg 1200w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2023\/07\/Evernote-Project-Tracker-Template-300x177.jpg 300w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2023\/07\/Evernote-Project-Tracker-Template-768x453.jpg 768w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2023\/07\/Evernote-Project-Tracker-Template-700x413.jpg 700w\" width=\"1200\"\/><figcaption class=\"wp-element-caption\">Via <a href=\"https:\/\/evernote.com\/\" rel=\"noreferrer noopener nofollow\" target=\"_blank\">Evernote<\/a><\/figcaption><\/figure>\n<\/div>\n<p>Sure, <a href=\"https:\/\/clickup.com\/blog\/evernote-alternatives\/\">Evernote<\/a> 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\u2019s calendars, tasks, and files in one place. \ud83d\udcc5<\/p>\n<h4 class=\"wp-block-heading\" id=\"49-evernote-best-features\">Evernote best features<\/h4>\n<ul>\n<li>Use Web Clipper to save tidbits of information from across the web<\/li>\n<li>Create shared notes to keep your team on the same page<\/li>\n<li>Collaborate on notes in real-time<\/li>\n<li>Evernote supports a lightweight CRM for connecting contact information, emails, and files in one database<\/li>\n<\/ul>\n<h4 class=\"wp-block-heading\" id=\"50-evernote-limitations\">Evernote limitations<\/h4>\n<ul>\n<li>Evernote doesn\u2019t come with features for <a href=\"https:\/\/clickup.com\/blog\/time-tracking-software\/\">time tracking<\/a> or billing<\/li>\n<li>It\u2019s more of a note and document management platform than a project management solution<\/li>\n<\/ul>\n<h4 class=\"wp-block-heading\" id=\"51-evernote-pricing\">Evernote pricing<\/h4>\n<ul>\n<li><strong>Free<\/strong><\/li>\n<li><strong>Personal: <\/strong>$10.83\/month per user, billed annually<\/li>\n<li><strong>Professional: <\/strong>$14.17\/month per user, billed annually<\/li>\n<\/ul>\n<h4 class=\"wp-block-heading\" id=\"52-evernote-ratings-and-reviews\">Evernote ratings and reviews<\/h4>\n<ul>\n<li><strong>G2:<\/strong> 4.4\/5 (2,000+ reviews)<\/li>\n<li><strong>Capterra:<\/strong> 4.4\/5 (8,100+ reviews)<\/li>\n<\/ul>\n<h2 class=\"wp-block-heading\" id=\"53-streamline-your-legal-documents-with-clickup\">Streamline Your Legal Documents With ClickUp<\/h2>\n<p>Practicing law isn\u2019t for the faint of heart\u2014but neither is project management. Why scatter your projects and day-to-day legal tasks across different platforms when you can bring them together?<\/p>\n<p>With ClickUp, there\u2019s 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. \ud83c\udfaf\u00a0<\/p>\n<p>But we know seeing is believing. <a href=\"https:\/\/clickup.com\/signup\">Create a ClickUp Workspace right now<\/a>\u2014no credit card required.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Law firms might operate on a foundation of paper-based processes, but who says your team of lawyers has to work like it\u2019s 1986? Legal matters can get complicated fast, so it\u2019s never been more important to embrace modern solutions like legal document software.\u00a0 With the right software in your corner, you\u2019ll streamline operations, improve client [&hellip;]<\/p>\n","protected":false},"author":125,"featured_media":114058,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"cu_sticky_sidebar_cta_is_visible":true,"cu_sticky_sidebar_cta_title":"Start using ClickUp today","cu_sticky_sidebar_cta_bullet_1":"Manage all your work in one place","cu_sticky_sidebar_cta_bullet_2":"Collaborate with your team","cu_sticky_sidebar_cta_bullet_3":"Use ClickUp for FREE\u2014forever","cu_sticky_sidebar_cta_button_text":"Get Started","cu_sticky_sidebar_cta_button_link":"","footnotes":""},"categories":[223],"tags":[],"class_list":["post-114057","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-software"],"featured_image_src":"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2023\/11\/legal-project-management-software-Blog-Feature.jpg","author_info":{"display_name":"Engineering Team","author_link":"https:\/\/clickup.com\/blog\/author\/engineering\/"},"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.4 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>10 Best Legal Project Management Software for Lawyers in 2026<\/title>\n<meta name=\"description\" content=\"Get the scoop on what to look for in legal PM software and discover the 10 best legal project management software solutions.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" 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