Best Project Management Software For Law Firms | Expert Recommendations

Photo by Sora Shimazaki
2 years ago
This article showcases our top picks for the Best Project Management Software For Law Firms. We reached out to industry leaders and experts who have contributed the suggestions within this article (they have been credited for their contributions below). We are keen to hear your feedback on all of our content and our comment section is a moderated space to express your thoughts and feelings related (or not) to this article This list is in no particular order.


This product was recommended by Madilyn Hill from TruePersonFinder Inc.

Proofhub platform brings together all the elements of planning, collaboration, and organization. It lets you create projects, set deadlines and priority tasks for your team of lawyers to work on. This helps in keeping your tasks organized, taking notes from clients, and keeping track of all important documents. Proofhub comes with a discussion panel that comes of great help when you need to hold online discussions over any case. The best part is, the software is available as an application as well so it comes in handy on your mobile.


This product was recommended by Will Tigerton from LeanBack Player

If you are looking for a project management software for just law firms, then Notion is your best choice. It can act as a note-taking app while employees listen to meetings or court hearings. It can also be used to take note of out-of-the-blue ideas, especially when brainstorming about a case. It can also function as a management board where you can assign tasks and due dates to each task. Aside from that, it can be synchronized with a calendar so you don’t lose track of your schedule. Lastly, you can also connect it with project management and communication software, Slack, so you can communicate with other people. Overall, this is really one management software you don’t want to miss.


This product was recommended by James Hux from Hux Law Firm

Lawmatics is an essential intake tool, particularly if your firm handles a large volume of calls and needs a more uniform process to quickly and efficiently qualify leads. What makes Lawmatics different from a lot of other CRMs is the degree to which you can automate your intake process from initial contact with your firm to converting a lead into a client. Lawmatics relies on pipelines and phases within pipelines to help accomplish this goal. By placing a lead into a phase, you can trigger a set of follow-up emails, invite them to schedule a consultation, and send paperwork to complete. All without you having to do any extra work. The cherry on top is that Lawmatics has tools built into it that allow information you gather in it to seamlessly transfer to many of the leading CRMs, like Clio and Filevine.


This product was recommended by Steven Walker from Spylix

Trello, like Asana, is a popular Kanban-style program that keeps information in the cloud. A client intake staff member might assign each potential client a new board. They can add columns to each board so that staff members can track or manage the progress of a case. One column could be for deadlines, another for discovery work, and yet another for trial preparation. The advantage of a Kanban-style collaborative work environment is that it provides participants with a visual representation of the entire project.. Individuals’ communication is no longer segregated. It is distributed to the entire crew.


This product was recommended by Steven Walker from Spylix

dTrax is a contract management tool developed by Deloitte’s AI Factory to help with the drafting process. While many attorneys are already familiar with text templates or speech-to-text apps, dTrax provides templates that can automatically insert contextual data, reducing the time it takes to create contracts that are very repetitive in some portions but highly individualized in others. You may save and manage contract negotiations by creating a template archive that identifies previously contested clauses. All of this may be utilized to assist in creating new documents in the future, differentiating the language that works from the language that does not. dTrax even sends out automatic reminders for contract expiration dates and other significant milestones after signing and saving a contract.


This product was recommended by Steven Walker from Spylix

Lit Software’s TrialPad is a popular trial presentation iPad app that functions as a low-cost project management program. It enables lawyers to organize, alter, and annotate documents in court or at a conference table. An application like TrialPad simplifies trial preparation and organization for single practitioners and small law firms. You can organize your files into different case folders, color them, and personalize them.


This product was recommended by Kathleen Ahmmed from USCarJunker

Asana is one of the best project management tools for law firms as it comes based on the Kanban management system, which enables users to easily visualize work-in-progress. This means that you can easily break down a wide number of multiple projects into actionable tasks, and in a way that ensures users are able to prioritize the tasks that matter most, thereby making it the perfect choice for handling huge legal workloads. Plus, it is also cloud-based, which allows for easy remote access and since users can also assign projects to other legal associates through the development of boards or lists, this makes it a great choice for delegating work to specific individuals as well.


This product was recommended by Lyle Florez from EasyPeopleSearch

Accelo’s software may be extremely useful for ongoing accounting activities like bookkeeping and payroll reconciliation, as well as major projects. Our legal firm’s tax planning and preparation staff, in particular, feels it can make the tax procedure simpler and easier. An accountant can use Accelo’s application to check and analyze your company’s finances at certain periods throughout the year.


This product was recommended by Lyle Florez from EasyPeopleSearch

Exterro’s software helps you manage your discovery operations, offering you more control, predictability, productivity, and customer happiness. The only purpose-built, readily customizable legal project management system developed exclusively to orchestrate the workflows and activities connected with legal procedures is Exterro Project Management for Law Firms. It assures consistency, gives insight into all projects, and increases efficiency, cost management, and communication among all stakeholders, allowing you to manage resource burdens more effectively and provide greater value to your clients.


This product was recommended by Ellie Walters from FindPeopleFaster

Avaza is the first choice of law firms due to its improved law firm management. You can easily collaborate with your clients, set up reminders, and comment on tasks to improve communication.It has an in-built time tracker to help you in tracking every valuable second you spend at work. You can set billable rates and invoice clients confidently with Avaza. It lets you easily drag and drop files for easy upload. Avaza lets you stay on the top of your business with useful reports.


This product was recommended by Olivia Tan from CocoFax

An interface is based on a board accessible to all team members. You may share everything with a few select coworkers and collaborate on documents in real-time. As is often the case, they are stored in disparate areas, causing you to use Excessive time and effort in locating certain information. Basecamp is a solution to this problem.


This product was recommended by Kimberly Silva from FindPeopleFirst

Clio is the undisputed leader in cloud-based legal technology, offering practice management, CRM, and client intake software for law firms. This software enables lawyers to be more client-centered and has earned its reputation. Clio’s team of client and firm success specialists combine their expertise on the Legal Trends Report with cloud-based legal practice management to help lawyers run results-driven law firms using real-time insights. This project management software allows law firms to estimate the time to complete a task and forecast the amount of work needed for a legal case.


This product was recommended by Will Cannon from Uplead

Evernote is one of the most used applications by attorneys and lawyers. It is basically used for capturing information for legal research and case management. This tool saves documentary evidence, audio files, email, legal briefings, and any other research files. Apart from this, tools has the usual task management options similar to any other project management tools.

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