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.

Don't Miss

Agile development stands at the forefront of the software industry, championing an iterative, high-speed approach reliant on effective team communication and collaboration for success. This piece underscores the indispensable role played by dedicated development teams in agile projects, shedding light on their significance, advantages, challenges, and vital management techniques. Engagement Models in Software Development As businesses embark on software development endeavors, they confront a pivotal decision in choosing the most suitable engagement model for collaborating with skilled teams. Fixed-Price Model Ensures project completion within set timelines and budgets, but may lead to increased costs for desired changes, limiting customization options. Time and Material Approach Offers flexibility by compensating teams based on hours dedicated to the project, allowing for easy adjustments and ideal for projects needing intermittent attention. Dedicated Team Model Balances fixed-price and time & material models, employing specialized teams for adaptable project scopes, ensuring reliability and flexibility in long-term delivery. The Importance of Dedicated Teams in Agile Development Agile development relies on dedicated teams, diverging from traditional project management methods. These teams prioritize frequent collaboration and communication to swiftly adjust requirements and task priorities. Comprised of professionals fully committed to the project, dedicated development teams collaborate to deliver innovative solutions and top-tier results. This section explores their crucial role in agile development and essential strategies for effective team management. Success in agile development depends on the expertise and cooperation of dedicated teams. Efficient communication, coordination, and excellence from every member are crucial for timely results, highlighting the necessity of dedicated software developers. Clear alignment with core business goals and expectations is essential for project success. The Advantages of Employing a Dedicated Team in Agile Development Using a dedicated development team in agile projects has many benefits. Firstly, their commitment ensures excellent results, boosting project success. Secondly, their teamwork increases productivity. Lastly, having a dedicated team improves oversight and control over the project's progress, aiding in accurate outcome estimation. Improved Collaboration and Communication Engaging a dedicated development team in agile projects also yields enhanced collaboration and communication advantages. This dedicated group fosters close cooperation among remote team members, bolstering comprehension of roles and responsibilities and accelerating progress towards business objectives. Establishing dedicated software development teams helps alleviate miscommunication and ensures alignment towards shared goals. Employing a dedicated team also fosters transparency, encouraging open expression of thoughts, seeking advice, and addressing concerns. Quality Assurance and Timely Delivery A dedicated development team in agile development leads to enhanced quality assurance, expedited delivery times, and early issue detection. Collaborative efforts enable swift and effective resolution of such matters, facilitating prompt progress to subsequent tasks. Implementing a dedicated software development team helps minimize delays and ensures alignment with quality expectations. Furthermore, dedicated teams operate with heightened productivity, enabling swift completion of development tasks and adherence to project deadlines. Flexibility and Scalability By enlisting a dedicated development team, projects become more adaptable and scalable. This enables easy adjustment to changes in market conditions or requirements. Businesses can readily modify the team size to match project needs without interrupting ongoing work, ensuring projects remain on schedule and are delivered punctually. Comparing In-House and Outsourced Development Teams In-House Development Team: An in-house dedicated team comprises full-time employees working solely for one company. They have deep knowledge of the company's culture, practices, and technology, smoothly handling projects from start to finish. However, there are challenges with in-house teams: Cost Concerns: Maintaining an in-house team can be expensive, including expenses like recruitment, training, salaries, and benefits, which may strain smaller companies or startups with limited budgets. Expertise Limitations: Internal teams may lack specialized knowledge, technical skills, or industry-specific expertise compared to external teams, particularly in niche industries or specific skill sets. Scalability Issues: In-house teams may struggle to adjust their capacity swiftly to meet changing project demands or priorities. Flexibility Constraints: Internally-based teams may find it challenging to accommodate varying working hours, meet project deadlines, or adapt to different methodologies compared to outsourced teams. Outsourced Development Team: External dedicated development teams, sourced from third-party providers, focus solely on the organization's projects. These professionals offer numerous advantages: Cost Savings: Outsourced teams often provide competitive pricing, reducing expenses on infrastructure, technology, and overhead costs. Access to Expertise: Engaging with a software outsourcing company grants access to specialists from a global talent pool with the required skills and experience. Scalability: Outsourced teams can adjust their workforce to match fluctuations in project scope and priorities, making them valuable for businesses. Flexibility: Remote outsourcing allows for greater flexibility in working hours, project deadlines, and delivery processes. Outsourced development team offers benefits despite challenges like language barriers and time zones. Good communication and teamwork can help overcome these issues. Leaders should consider these advantages when deciding on the best approach for their company's goals. Wrapping Up Having a dedicated team is crucial for success in agile development. Consider the pros and cons of internal versus outsourced teams. While internal teams offer control, they can be more expensive, whereas outsourcing provides expertise at lower costs. If you decide to go with an outsourced dedicated team, VT Labs can provide skilled engineers to meet your agile development requirements.

Dedicated Teams: The Backbone of Agile Development

Agile development stands at the forefront of the software industry, championing an
Accelerating Global Collaboration: The Future of Fast File Transfer Technologies

Accelerating Global Collaboration: The Future of Fast File Transfer Technologies

In an era defined by instantaneous communication and the global exchange of