Are you drowning in paperwork and missed deadlines? Struggling to juggle multiple cases while ensuring security and confidentiality? You’re not alone. 

Many law firms grapple with keeping projects organized, teams aligned, and clients happy. The right legal project management software could be a game-changer. 

But with so many options, how do you find the perfect fit? Let’s explore must-have features to boost productivity and ensure compliance. Read on for our top recommendations tailored to law firms’ needs.

 Quick List of 9 Project Management Software for Lawyers

1. Onethread: Streamlines case discussions, ideal for collaborative legal teams.
2. Monday.com: Versatile project tracking, tailored for legal workflows.
3. Clio: Legal practice management, perfect for law firms of all sizes.
4. ClickUp: Customizable legal project management, boosts efficiency.
5. Asana: Simplifies task management for legal professionals.
6. Trello: Visual project boards, great for tracking legal tasks.
7. ProProfs Project: Legal project planning, eases workload organization.
8. LeanLaw: Legal billing and accounting software, enhances financial management.
9. Exterro: Comprehensive e-discovery solutions, essential for legal compliance in the US.

PS: Those who know what project management software for lawyers are and their benefits, skip to the Top 9 project management software for lawyers.

​​Our reviewers evaluate software independently. Clicks may earn a commission, which supports testing. Learn how we stay transparent & our review methodology

What is Project Management Software for Lawyers?

Project Management Software for Lawyers refers to specialized digital tools and platforms designed to assist legal professionals in efficiently organizing, tracking, and managing their legal projects and caseloads. 

These software solutions offer features tailored to the unique needs of law firms, such as task and deadline management, document storage and collaboration, time tracking, and billing capabilities. For even greater efficiency, learning AI drafting software can assist in drafting legal documents quickly and accurately, further streamlining legal workflows.

By centralizing case information, facilitating communication among team members, and automating administrative tasks, the project management tool helps lawyers enhance productivity, ensure compliance with deadlines, and deliver better service to clients. 

It’s an essential technology for modern legal practices looking to streamline their operations and improve overall efficiency.

Advantages of Using Project Management Software for Lawyers

These benefits highlight how project management tools tailored for lawyers can significantly improve the efficiency, organization, and client service within legal practices.

• Streamlined Case Management: Lawyers can efficiently organize and manage their cases, keeping all essential documents, notes, and communications in one centralized location.
• Improved Collaboration: Legal teams can collaborate effectively by sharing case information, updates, and documents within the software, enhancing teamwork and communication.
• Enhanced Client Communication: Lawyers can provide clients with real-time updates on their cases, improving transparency and client satisfaction.
• Deadline and Task Management: The software helps lawyers stay on top of important deadlines and tasks, reducing the risk of missed court dates or filings.
• Efficient Billing and Invoicing: Legal professionals can easily track billable hours and expenses, simplifying the invoicing process and ensuring accurate billing.
• Time and Cost Savings: Automation of routine administrative tasks frees up lawyers’ time to focus on legal work, ultimately saving both time and money.
• Data Security: Project management software ensures the secure storage and management of sensitive legal documents, reducing the risk of data breaches or loss.
• Analytics and Reporting: Lawyers can generate reports to gain insights into case progress, team performance, and financial matters, aiding in strategic decision-making.
• Compliance and Ethics: Many software options include features to help lawyers adhere to ethical and regulatory standards, reducing the risk of compliance issues.
• Scalability: The software can adapt to the growing needs of law firms, accommodating an increasing caseload or expanding team.

Top 9 Project Management Software for Lawyers

Here’s a table chart comparing the best project management tools for lawyers, focusing on their key features, suitability, and user ratings:

Discover the top 9 project management software solutions designed specifically for lawyers. These specialized tools streamline case management, enhance collaboration, and ensure precise billing, making them essential for legal professionals and firms alike.

1. Onethread

All-in-one simplicity for legal teams

Onethread stands out as the premier project management software for law firms, excelling in its class. Its key strengths lie in its comprehensive feature set tailored for legal project management, ensuring streamlined workflow and document management.

This includes time tracking, case management, and deadline reminders, specifically designed to meet the unique needs of legal professionals. Onethread also emphasizes user-friendliness, offering an intuitive interface that minimizes the learning curve. 

This is crucial for busy lawyers who need efficient, straightforward software solutions.

Moreover, Onethread’s customer support is exceptional, providing quick and effective assistance, far surpassing competitors like Applied Epic and AMS360 in response time. 

This ensures that any issues are promptly addressed, saving valuable time and reducing frustration. Additionally, the software’s affordability makes it an attractive option for law firms of all sizes, balancing cost with high-quality features.

In comparison to immediate competitors like Monday.com and Clio, Onethread shines in its ease of onboarding and operation. While other software might require extensive training or have complex interfaces, Onethread simplifies project management, allowing lawyers to focus more on their cases and less on navigating software. 

This user-friendly approach, combined with its specialized features, positions Onethread as the superior choice in the market for legal project management software.

Features

Below, we delve into the key features that make Onethread the best choice for lawyers.

Vendor Management:

Effortlessly organize and manage your cases with Onethread’s intuitive vendor management feature. You can provide access to your clients to see the real-time case progress and all the required analytics through Onethread’s Vendor Management feature.

Time Tracking:

Accurately record billable hours and expenses with Onethread’s time tracking tool. Simplify the billing process, and ensure you’re compensated for your valuable legal work.

Document Management:

Say goodbye to paper clutter. Onethread’s document management feature allows you to upload, organize, and access critical legal documents securely. Collaborate on documents with team members and clients effortlessly.

Built-in Calendar:

Never miss a deadline or appointment again. Onethread provides the facility to assign due dates to individual tasks to stay on top of the deadline.

Task Management:

Keep your legal projects on track with Onethread’s task management capabilities. Assign tasks, set priorities, and monitor progress to ensure nothing falls through the cracks.

Best Use Cases of Onethread

Onethread excels for legal teams, offering key benefits:

Organizational Benefits:

1. Complex Case Management: Ideal for intricate cases, lawyers break them down into stages, track progress visually, and spot bottlenecks.
2. Enhanced Collaboration: Real-time updates, shared views, and interactive comments foster transparency and keep all stakeholders accountable.
3. Improved Resource Allocation: Visualizing workloads identifies conflicts, ensuring efficient task assignments and boosting team productivity.
4. Streamlined Client Communication: Grant clients access to the roadmap, building trust, and reducing repetitive updates.

Occupational Benefits:

1. Increased Efficiency: Automation features reduce manual tasks, allowing lawyers to focus on billable work.
2. Reduced Stress: Visualizing workloads helps with time management, reducing burnout. Collaboration features minimize micromanagement.
3. Enhanced Client Satisfaction: Better communication, transparency, and efficiency lead to happier clients and stronger relationships.

Examples by Role:

• Case Managers: Create and manage case roadmaps, track deadlines, and collaborate.
• Litigators: Build case narratives, map trial timelines, and track evidence.
• Corporate Lawyers: Manage M&A deals, track tasks, and collaborate effectively.

Onethread’s effectiveness depends on your needs, but its visual approach and collaboration focus benefit legal teams organizationally and individually.

Pros of Using Onethread

Pros:

• Streamlines team communication for case management.
• Simplifies document sharing and storage.
• Ensures deadlines are met and tasks are managed.
• Enhances teamwork on legal cases.
• Prioritizes data protection and confidentiality.
• Allows work from anywhere, on any device.
• Reduces the need for multiple tools, saving money and streamlining legal operations.

Pricing plans and options

here’s a brief overview of the pricing plans and options:

1. Free Plan: This plan is available at no cost and provides basic access to the software’s essential features. It’s a great starting point for small legal practices or solo practitioners.
2. Growth Plan ($3.00): The Growth Plan offers more advanced features and capabilities for a monthly fee of $3.60. It’s designed for law firms that need additional functionality beyond the free plan to manage their cases effectively.
3. Scale Plan ($5.00): The Scale Plan is the premium option, priced at $6 per month. It provides access to the full range of features, making it ideal for larger law firms with complex case management needs and a desire for comprehensive project management capabilities.

What Users Say About Onethread?

Product Hunt Review: 5/5

“The onboarding process is much easier. It also helps me track my productivity. I am currently using the free trial. As far as I have used it, it has become a part of my life now. I love it. Thank you for the lovely tool. Best of luck.” Anisul Islam

G2 Review: 4.7/5

“The email notification helps other teams stay on track” Amni A.

Why Should You Choose Onethread?

Selecting Onethread as your project management platform for lawyers addresses specific pain points effectively. Below is a comparison table highlighting common challenges in legal project management and how Onethread solves them:

Onethread addresses these specific challenges, making it an ideal choice for lawyers seeking efficient, secure, and user-friendly project management software.

2. Monday.com

Highly customizable general PM

Monday.com is a game-changer for lawyers seeking efficient project management. With its user-friendly interface, this cloud-based platform simplifies complex legal workflows. It offers customizable boards to track cases, deadlines, and client communications. 

Easily assign tasks, set priorities, and collaborate seamlessly with your legal team. Monday.com’s automation features reduce administrative hassles, letting you focus on legal matters. 

When comparing Monday with Jira, Monday.com’s focus on ease of use and adaptability can be a notable advantage. While Jira may have more robust features for software development projects, Monday.com excels in providing a more accessible solution for legal professionals.

Real-time updates and notifications keep everyone on the same page, ensuring timely responses to clients. Monday.com streamlines legal project management, making it an invaluable tool for law firms of all sizes. 

Features

Here’s why it’s the best project management solution for lawyers.

Visual Boards:

Lawyers can customize these boards to manage anything from client cases to internal processes. The visual aspect makes it easier to see what’s happening at a glance. You can track deadlines, assign tasks, and monitor progress all in one place.

Multiple Views:

You can use a Kanban board, calendar, timeline, or Gantt chart. This flexibility allows lawyers to plan and visualize their work in the most convenient way. It’s especially useful for tracking court dates, client meetings, and document deadlines.

Custom Dashboards:

These give a high-level overview of your organization. Lawyers can track progress, timelines, and budgets. This feature helps in making informed decisions. It’s crucial for law firms that need to manage multiple cases and clients.

Easy-to-Use Automation:

Monday.com offers a variety of automation recipes. Lawyers can automate repetitive tasks like sending reminders or updating statuses. This saves time and reduces the chance of human error.

Integrations:

The platform integrates with other tools. Slack, Dropbox, and Adobe Creative Cloud are just a few examples. This means lawyers can connect all their favorite tools in one place. It makes data sharing and communication seamless.

Pros

• User-friendly interface
• Highly customizable
• Robust automation features
• Excellent integration options
• Reliable customer support

Cons

• Can be expensive for small firms
• Learning curve for advanced features
• Limited offline capabilities

Pricing

• Individual: Free
• Basic: $8 per user/month
• Standard: $10 per user/month
• Pro: $16 per user/month
• Enterprise: Custom pricing

What Users Say About monday.com?

Capterra Review: 4.6/5

Positive Review

“It offers a high degree of customization and flexibility” Mehmet A.

G2 Review: 4.7/5

Critical Review

“There are times that you’ll accidentally drag a specific item out of nowhere which makes an item get lost and might make things complicated due to the fact that it went somewhere it wasn’t supposed to.” Kenneth D.

3. Clio

Leading legal-specific PM

Clio stands out as a highly effective project management software for lawyers, offering key features like comprehensive case management, time tracking, billing, and client communication tools. These features are vital for legal professionals seeking efficient and organized case handling. 

During our evaluation, we found that Clio’s intuitive interface and robust integrations with legal databases significantly streamline workflow. Additionally, its cloud-based nature ensures easy access to case files from anywhere, enhancing flexibility. 

However, when compared to alternatives like ClickUp, Clio’s customization options for project views and task management appear limited. 

Also, its pricing might be a concern for solo practitioners or small firms. Despite these drawbacks, Clio’s specialized functionalities make it a strong contender in legal project management.

Features

Clio stands out as one of the best project management tools for lawyers, offering a range of features designed to meet the unique needs of legal professionals. Here are four key features:

Comprehensive Case Management: 

It provides an all-in-one platform for managing every aspect of a legal case. It includes tools for organizing case details, tracking deadlines, and managing case documents, ensuring lawyers can keep all critical information in one place.

Time Tracking and Billing: 

The software offers robust time tracking and billing features. Lawyers can easily record billable hours, manage invoices, and integrate with accounting software, streamlining the billing process.

Client Portal for Secure Communication: 

Clio’s client portal ensures secure and confidential communication with clients. It allows for the safe exchange of messages, documents, and case updates, enhancing client-lawyer confidentiality.

Customizable Workflows and Automation: 

The software provides customizable workflows and automation tools. This feature allows law firms to tailor the software to their specific processes, automating repetitive tasks and improving overall efficiency.

Pros:

• Tailored for legal event needs.
• Efficiently handles event-related paperwork.
• Facilitates clear client/stakeholder updates.
• Manages budgets and billing accurately.
• Keeps tasks and timelines organized.

Cons:

• May lack some event-specific features.
• Potentially higher pricing for event planners.

Pricing

• Easystarts: $39/user/month
• Essential: $69/user/month
• Advance: $99/user/month
• Complete: $129/user/month

What Users Say About Clio?

Capterra Review: 4.7/5

Positive Review

“Our firm built lean business processes right on the Clio backbone. Managing the firm is efficient and takes far less time than traditional tools, requiring less staff knowledge and time while maintaining consistency”  Natasha N.

G2 Review: 4.6/5

Critical Review

“It would be nice to have more flexibility and options to create custom reports, but I understand there are add-ons for this purpose. Also, it is not accounting software, but works well enough for my purposes that I stopped using Quicken. Edward S.

4. ClickUp

Feature-rich general PM

ClickUp is one of the best project management software for lawyers, offering key features like task management, customizable workflows, time tracking, and collaborative spaces. These elements are essential for effective legal project management. 

During our analysis, we found that ClickUp’s customizable workflows seamlessly adapt to various legal processes, enhancing efficiency. Its task management system efficiently organizes case files, deadlines, and appointments. 

When comparing ClickUp to other software options like Smartsheet and Asana, it’s clear that ClickUp offers a comprehensive set of features tailored to the specific needs of lawyers.

Time tracking aids in accurate billing, a crucial aspect of legal practices. Additionally, collaborative spaces facilitate secure team communication and document sharing. 

These features, combined with ClickUp’s user-friendly interface, make it a top choice for legal professionals seeking organized and efficient project management solutions.

Features

As one of the best project management tool options for lawyers, ClickUp offers several key features:

Legal Case Tracking: 

Enables lawyers to monitor various cases efficiently, integrating key legal documents and deadlines in a centralized system.

Customizable Workflows: 

Lawyers can tailor workflows to match their unique case management processes, ensuring a more streamlined approach.

Collaborative Tools: 

Facilitates team collaboration through shared tasks, documents, and communication channels, essential for legal teams working on complex cases.

Time Tracking and Billing:

Integrates time tracking directly into tasks, making it easier for lawyers to bill accurately for their time spent on cases.

Pros:

• Tailored for legal event planning needs.
• Keeps event tasks and legal projects on track.
• Enables seamless teamwork for lawyers and event planners.
• Simplifies event-related document management.
• Adaptable to specific legal event requirements.

Cons:

• May pose challenges for new users.
• Integrations may require extra setup and customization.

Pricing

• Free: $0
• Unlimited: $7/user/month
• Business: $12/user/month
• Forever: Custom

What Users Say About ClickUp?

Capterra Review: 4.7/5

Positive Review

“The functionality of it is amazing! It works great and functions at the top level” Nia P

G2 Review: 4.7/5

Critical Review

“Some actions felt kinda buggy like moving/duplicating a ticket from a sprint or a workspace to another workspace, however, I am pretty sure those bugs are gonna be tackled soon!” Khalifa G.

5. Asana

Intuitive interface, broad integrations

Asana, a trusted name in project management software, is a valuable asset for lawyers. Designed for seamless collaboration, Asana simplifies legal project management. It offers intuitive task lists and timelines to keep cases organized. 

Lawyers can assign tasks, set deadlines, and track progress effortlessly. With its user-friendly interface, Asana enhances communication among legal teams, ensuring everyone stays informed. 

The platform’s integration capabilities allow for easy syncing with essential legal tools. Asana is a powerful solution to streamline workflows, making it an indispensable tool for lawyers looking to boost productivity and efficiency in their law practices.

Features

Here are the key features of Asana are:

Real-Time Work Tracking:

Asana allows you to track work and see progress in real time. Lawyers can standardize and automate processes to meet revenue goals. This feature is crucial for keeping up with deadlines and ensuring that no task falls through the cracks. 

Efficient Project Management:

The platform helps you manage projects more efficiently. It removes silos for better collaboration among team members. Lawyers can spot project gaps instantly and pivot to stay on track. 

Seamless Integrations:

Asana integrates with a variety of other tools like Microsoft Teams, Google Sheets, and Zoom. This means you can pull data, communicate, and even turn meeting action items into tasks without leaving the platform.

Automate Routine Work:

The platform offers automation features that can be a boon for legal professionals. From automating IT requests to approval processes, Asana takes care of it. This allows lawyers to focus on more critical tasks like case research and client consultations.

Strategic Planning:

Asana helps in aligning teams to execute winning strategies. Lawyers can set annual plans and see real-time insights to stay on track and on budget. This is vital for long-term projects and high-stakes cases where strategic planning can make or break the outcome.

Pros

• User-friendly interface
• Excellent for real-time tracking
• Robust automation capabilities
• Wide range of integrations
• Effective for strategic planning

Cons

• May be overwhelming for new users
• Limited offline functionality
• Can get expensive for larger teams

Pricing 

• Basic Plan: Free
• Premium Plan: $10.99/user/month
• Business Plan: $24.99/user/month

What Users Say About Asana?

Capterra Review: 4.5/5

Positive Review

“It’s much simpler than other alternatives, it’s easy to use, and has a great design and good features, especially for to-do lists and task management. It’s competitive in terms of price, and it’s a good value for money. Dan G.

G2 Review: 4.3/5

Critical Review

“I create subtasks that don’t get added to the portfolio (not sure why).

I would like a feature where I can assign a task to more than 1 person, as sometimes 2+ people are working on the same task.” Tejal T.

6. Trello

Straightforward boards for workflows

Trello stands out as a top project management software for lawyers, particularly for its user-friendly interface, customizable boards, and robust collaboration tools. 

These features are critical for legal professionals who require organized and efficient case management. During our testing, we found Trello’s ability to integrate with various applications, like time tracking and document management tools, extremely beneficial for legal workflows. 

However, it’s important to note some limitations. Compared to ProProfs Project, Trello lacks in-depth reporting features and advanced task dependencies, which can be vital for complex legal projects. 

While Trello excels in simplicity and user engagement, lawyers managing multifaceted cases might find ProProfs Project’s detailed features more suitable.

Features

Top features of Trello are:

Boards and Cards:

Lawyers can create a board for each case or project. Within boards, lists can represent phases like “To Do,” “In Progress,” and “Completed.” Cards are the individual tasks. This visual setup makes it easy to track the status of multiple cases and tasks at a glance.

Timeline View:

From weekly sprints to annual planning, the Timeline view keeps all tasks on track. It provides a quick glimpse of upcoming deadlines and helps identify any gaps that might slow down progress.

Calendar View:

The Calendar view is another feature that lawyers will find useful. It offers a clear vision of what work lies ahead. Whether it’s scheduling court dates or client meetings, the Calendar view ensures that you start each day without any surprises.

Butler Automation:

Trello comes with built-in no-code automation called Butler. This feature allows lawyers to automate repetitive tasks like sending reminders or moving cards between lists. Automation helps you focus on more critical aspects of your work, like case research and client interactions.

Integrations and Power-Ups:

You can fine-tune your workflow by adding Power-Ups for specific needs. For lawyers, this could mean integrating with legal research tools or document management systems for a more streamlined process.

Pros

• User-friendly and intuitive
• Excellent for visual organization
• Built-in automation features
• Wide range of integrations
• Flexible and customizable

Cons

• Limited features in the free plan
• Can become cluttered for large projects
• May require third-party integrations for advanced needs

Pricing 

• Free Plan: $0 USD
• Standard Plan: $5 USD/user/month (billed annually)
• Premium Plan: $10 USD/user/month (billed annually)
• Enterprise Plan: $17.50 USD/user/month (billed annually)

What Users Say About Trello?

Capterra Review: 4.5/5

Positive Review

“It was (is in some scenarios) very easy to use. It was the reason to get into Trello in the first place. It gives you the main tools for your Get Things Done procedure and allows you to automate them easily.” Verified Reviewer

G2 Review: 4.4/5

Critical Review

“I just wish Trello had a clock at the top that could be adjusted according to the company’s time zone since we work in different time zones and could orient ourselves by it. (Not a problem, just a more convenient way to have everything in one place.)” Verified User in Consumer Services

7. ProProfs Project

Visual task manager with Gantt charts

ProProfs Project is one of the best project management software for lawyers, offering key features like task management, time tracking, collaborative tools, and comprehensive reporting. These elements are crucial for effective resource scheduling. 

During our review, we found that the ProProfs Project excels in streamlining legal workflows, ensuring seamless collaboration among team members, and providing detailed insights into project progress. 

Its intuitive interface and customizable options cater to the specific needs of legal professionals. The software’s robust task management system allows lawyers to prioritize and track case-related tasks efficiently. 

Additionally, the time tracking feature aids in accurate billing, a critical aspect of legal services. With its collaborative tools, team members can easily communicate and share documents, enhancing productivity. The comprehensive reporting feature offers valuable data analysis, aiding in strategic decision-making. 

Overall, ProProfs Project stands out as a top choice for lawyers seeking efficient and effective project management solutions.

Features

ProProfs Project stands out as the best project management tool for lawyers due to its specialized features:

Legal Case Tracking: 

Enables lawyers to monitor case progress, deadlines, and important legal documents in one centralized platform.

Time Tracking and Billing: 

Offers precise time tracking for each case, facilitating accurate client billing and financial management.

Task Delegation and Scheduling: 

Simplifies assigning tasks to team members and scheduling key milestones, ensuring efficient workflow and deadline compliance.

Collaborative Tools: 

Provides a suite of tools for team communication and document sharing, enhancing collaboration on legal cases and client interactions.

Pros:

• Intuitive interface.
• Efficiently tracks tasks.
• Enhances teamwork.
• Simplifies document management.
• Adaptable to event needs.

Cons:

• Lacks advanced functionalities.
• May not suit larger firms.
• Limited integrations may require manual data transfer.

Pricing

Annual Plan: $39.97/month

Monthly Plan: $49.97/month

What Users Say About ProProfs Project?

Capterra Review: 4.7/5

Positive Review

“Easy to use Affordable Great Customer Service!” Lisa D.

G2 Review: 4.4/5

Critical Review

“It’s difficult to prioritize tasks and tell what is on you. The UX/UI could be improved.” Daniel B.

8. LeanLaw

Specialized in litigation project management

LeanLaw emerges as an exceptional project management tool for lawyers, offering key features like integrated billing, time tracking, and client management. These elements are essential for law firms seeking streamlined operations. 

In our assessment, LeanLaw’s integration with accounting software like QuickBooks significantly simplifies financial processes, a major advantage for legal practitioners. 

Additionally, its user-friendly interface and customizable reports enhance case management efficiency. However, it’s worth noting that while LeanLaw excels in financial and client management, it may lack the extensive project planning tools found in some alternatives. 

For lawyers requiring detailed project tracking and resource scheduling, exploring other software options might be beneficial. LeanLaw, nonetheless, stands strong in financial and client management aspects.

Features

Key features of Leanlaw are,

Streamlined Financial Management:

Lawyers can easily track billable hours, expenses, and even trust accounting. The platform integrates seamlessly with accounting software like QuickBooks, making it easier to manage your firm’s finances. 

Timekeeping and Invoicing:

Time is money in the legal world. LeanLaw provides an intuitive timekeeping and invoicing feature. Lawyers can track time spent on various tasks and generate invoices with just a few clicks.

Efficient Operations:

The platform is designed to streamline the operations of a law firm. From client intake to case management, LeanLaw has got it covered. Lawyers can easily organize case files, set reminders for important dates, and even automate routine tasks. 

Laser Focus on Profitability:

LeanLaw provides analytics and reporting features that help law firms focus on profitability. Lawyers can generate reports to analyze performance metrics like revenue, expenses, and profitability by practice area or attorney. 

Cutting-Edge Tools and Intuitive Features:

LeanLaw offers a range of cutting-edge tools and intuitive features. These include document management, client portals, and secure communication channels. 

Pros

• Comprehensive financial management
• Easy timekeeping and invoicing
• Streamlined operations
• Focus on profitability
• Intuitive and user-friendly

Cons

• Limited third-party integrations
• Pricing can be on the higher side for small firms

Pricing

• Core Plan: $40/ 1-4 Users
• Pro Plan: $50/ Unlimited Users

What Users Say About LeanLaw?

Capterra Review: 4.7/5

Positive Review

“Worked well with QuickBooks, generally. Timesheets were easy to use” Gregory S.

Critical Review

“Some reports aren’t as build-out as we’d like them to be. However, the LeanLaw team listens to the users and makes adjustments along the way to get the information needed.” Alicia W.

9. Exterro

E-discovery and legal expertise

Exterro emerges as a formidable project management software for lawyers, excelling in e-discovery, compliance management, case tracking, and data governance. 

These features are pivotal in the legal sector. During our evaluation, we observed that Exterro’s e-discovery tool adeptly manages large data sets, crucial for complex legal cases. 

Its compliance management ensures adherence to legal standards, and case tracking allows efficient monitoring of case progress. Data governance tools aid in the secure handling of sensitive information.

However, compared to the ProProfs Project, Exterro’s interface may appear complex, and potentially challenging for first-time users. While feature-rich, this complexity might not suit smaller firms or straightforward project needs. 

In contrast, the ProProfs Project offers a more user-friendly interface, beneficial for quick adaptation. Nonetheless, for larger firms or intricate legal operations, Exterro’s advanced capabilities provide significant advantages.

Features

Exterro, renowned as a leading project management tool for lawyers, offers several notable features:

Legal Process Optimization: 

Exterro provides tailored workflow automation, designed specifically for legal processes, enhancing efficiency in case management and legal operations.

E-Discovery and Case Management: 

It offers comprehensive e-discovery tools, crucial for managing large volumes of data and legal documents, streamlining the discovery process in legal cases.

Compliance and Risk Management: 

The software includes features for managing compliance with various legal frameworks and reducing risks associated with non-compliance in legal practices.

Integration Capabilities: 

Exterro integrates seamlessly with other legal tools and software, offering a unified platform for case management, document handling, and communication, essential for modern law practices.

Pros:

• Intuitive interface.
• Efficiently tracks tasks.
• Enhances teamwork.
• Simplifies document management.
• Adaptable to event needs.

Cons:

• Lacks advanced functionalities.
• May not suit larger firms.
• Limited integrations may require manual data transfer.

Pricing

Exterro has several custom pricing.

What Users Say About Exterro?

Capterra Review: 4.1/5

Positive Review

“It can process millions of documents quickly” Erin M.

G2 Review: 4.4/5

Critical Review

“It is a bit overwhelming for me right now because it’s new, but I think it is going to be great!” Mia H.

Key Features to Consider in Project Management Software for Lawyers

Selecting the right Project Management Software for Lawyers is essential for optimizing best legal practice operations. 

we’ll explore key features to consider when choosing software for lawyers, ensuring that you make an informed decision that best aligns with your legal practice.

1. Case and Matter Management: 

Efficiently managing legal cases and matters is paramount for lawyers. Look for software that offers comprehensive case and matter management capabilities. This feature should allow you to:

• Create detailed case profiles with key information like client details, case types, and important dates.
• Track case progress, deadlines, and milestones to ensure nothing falls through the cracks.
• Organize and categorize cases for easy retrieval and reference.
• Attach and store documents, evidence, and notes associated with each case securely within the software.

2. Document Management and Collaboration: 

Effective document management is crucial for lawyers who deal with extensive paperwork. Your chosen software should support:

• Secure document storage with version control to prevent data loss or conflicts.
• Collaborative document editing, allowing multiple team members to work on documents simultaneously.
• File sharing and access control to ensure that sensitive information is only available to authorized personnel.
• Integration with popular document editing tools like Microsoft Office and Google Docs.

3. Time Tracking and Billing: 

Accurate time tracking and billing are essential for law firms to ensure fair compensation for services rendered. Look for software that enables:

• Time tracking for billable hours, expenses, and tasks related to each case.
• Generation of invoices with detailed billing information.
• Integration with accounting software for seamless financial management.
• Customizable billing rates and invoice templates to fit your specific billing needs.

4. Calendar and Task Management: 

Legal professionals juggle multiple tasks and appointments daily. Your software should include:

• A calendar with scheduling and appointment management features.
• Task and to-do lists to help organize and prioritize daily work.
• Reminders and notifications for upcoming deadlines, appointments, and tasks.
• Integration with email and calendar applications for synchronizing events and tasks.

5. Client Relationship Management (CRM): 

Maintaining strong client relationships is vital in the legal industry. Consider software with CRM features that allow you to:

• Store client information and communication history in a centralized database.
• Track client interactions, including emails, phone calls, and meetings.
• Schedule follow-ups and reminders for client-related tasks.
• Generate reports on client engagement and satisfaction.

So, What’s The Best Project Management Software For Lawyers?

After extensive research, Clio emerges as the top legal-specific project management software. It centralizes tasks, calendars, contacts, documents, and billing into one secure cloud platform designed for legal workflows. 

Robust features include deadline tracking, document contract management with version control, accurate timekeeping, trust accounting, and compliance guardrails. Clio prioritizes security and seamless integrations with tools lawyers already use. 

It offers flexible plans to accommodate firms of all sizes. Other excellent options like Onethread and monday.com are also tailored specifically to law firms. 

For teams needing a more general platform, monday.com is highly customizable for legal needs. To get a personalized recommendation, answer a few quick questions about your firm’s needs for your ideal legal management match.

Getting the Most Out of Project Management Software for Lawyers

Here are some best practices for making the most out of your Project Management Software for Lawyers:

1. Effective Onboarding: Ensure all team members are trained and comfortable with the software.
2. Clear Task Assignment: Assign tasks and responsibilities clearly to avoid confusion.
3. Regular Updates: Keep project information up-to-date for accurate tracking.
4. Time Tracking: Consistently record billable hours to improve financial management.
5. Document Management: Organize documents systematically for quick retrieval.
6. Communication Hub: Use the software as a central communication platform to keep everyone in the loop.
7. Integration: Explore integrations with other tools like QuickBooks for seamless financial management.
8. Security Measures: Implement strong security practices to protect sensitive legal data.
9. Regular Backups: Ensure regular backups to prevent data loss.
10. Feedback Loop: Encourage team feedback to continuously improve the software’s efficiency.

By following these best practices, you can maximize the benefits of your practice management software for Lawyers, enhancing productivity and client service.

FAQs

How can Project Management Software help with client relationship management (CRM) for law firms?

Project Management Software can help with CRM by centralizing client information, tracking interactions, and managing communication. It allows you to maintain a comprehensive view of client relationships, improving client service and retention.

Is it possible to access Project Management Software for Lawyers remotely, especially for attorneys who work off-site or while traveling?

Yes, many Project Management Software solutions offer remote access through web-based platforms or mobile apps. This flexibility allows attorneys to access important information and collaborate with the team from anywhere with an internet connection.

What are the key features to look for in Project Management Software for Lawyers, beyond the basics?

Beyond basic features, look for advanced tools like document management, client portals, integrated calendars, and reporting capabilities. These features can significantly enhance the software’s utility for law firms.

Can Project Management Software assist with deadline management and case scheduling?

Yes, Project Management Software often includes calendar and deadline management features. It can help you schedule tasks, appointments, and court dates, ensuring that critical deadlines are met.

Summary

Project Management Software for Lawyers can be a game-changer for top legal professionals. It streamlines processes, enhances organization, and improves communication within law firms. 

While it may have its challenges, the benefits in terms of efficiency, accuracy, and client satisfaction are undeniable. Embracing this technology is a step towards a more productive and successful legal practice.