Nearly every single industry out there already uses some sort of advanced tech. Clinics manage their patient records. Sales teams build advanced funnels. Logistics monitor their fleets with nothing else but software.
Why would law firms be any different?
Legal specialists too should reach out for the best tools available. The only question they have is this:
Which are the best tools for lawyers that are truly worth investing in?
To answer it, we’ve compiled a list of the best tools for lawyers that will make it so much easier to run your law firm.
Table of Contents
Why should you invest in tools for lawyers in the first place?
It’s a common question: are tools for lawyers even worth it?
The answer is simple: yes, they are. Whether we’re talking about tools specifically for lawyers or those that assist you in the most common business-related tasks, they’re worth every dollar spent on them.
Here’s why:
- They help you manage your extensive case archives
- They prevent data loss
- They help you bill your clients more accurately
- They simplify meeting planning and management
Different tools for lawyers, depending on their type and purpose, will also allow you to create customer funnels and productivity workflows. This way the best business technology can benefit your law firm as well and increase your revenue.
Let’s not forget that if you run a remote legal practice, your business can’t function without tools allowing you to communicate with your clients and collaborate with your partners.
Let’s have a look at the tools we’re coming to you with today.
Taskeo
It wouldn’t be a good list without Taskeo on it. This platform gives you all the tools you need to manage your law firm, bill your clients and create effective workflows for all your cases. Taskeo’s advanced security ensure that nothing from your sensitive data ever gets lost.
Features
- Appointment scheduling module
- Advanced time tracking and billing module
- CRM module
- Multiple currencies and hourly rates
- Access permissions
- Calendar
- Kanban and task list
- Repeating tasks
- Reminders
- File sharing
Pricing
Plans start at $5 per module.
PDFelement
PDFelement is a useful tool that allows you to work seamlessly with one of the most popular file formats: PDFs.
Features
- PDF scan
- File conversion to PDF
- PDF file editing
- PDF file conversion to a text document
- File commenting
- File review
- Signatures
- Form creation
- Form data collection
- Passwords and permission
- Information redacting
Pricing
PDFelement plans start at $69/year.
Everlaw
Everlaw is an e-discovery platform that helps lawyers manage their cases and present their findings in a clearer way.
Features
- Automated assignment workflows
- Document search
- Document review
- Predictive coding
- Outline construction
Pricing
On request
Closing Folders
Closing Folders helps you simplify the complex deals and close more of them easily.
Features
- Intelligent file matching
- Multiple user permissions
- Variable technology
- Blackline comparison
- Simplified signatures
- Signature pages generation
- Branding
Pricing
On request
HelloSign
Recently acquired by Dropbox, HelloSign helps you request legally binding e-signatures.
Features
- Flexible signer flows
- Bank-level security
- Integration with Gmail, Salesforce, Dropbox and others
- Branding
- Sign on tablets and other devices
- Team management tools
- Status notifications
- Audit trail
Pricing
A limited free version is available along plans starting at $13/month.
Time Matters
Time Matters is an example of software that you can use to manage your documentation, clients and cases.
Features
- Centralized client data
- Calendars
- Meetings
- Billing
- Task automation and workflows
- Case and task activity record
Pricing
On request.
Everhour
Everhour is a stand-alone time tracking and budgeting for teams in small businesses.
Features
- User status and availability
- Team timesheets
- Summary charts
- Client portfolio
- Flexible billing
- Project budgeting
- Invoicing
- Expense tracking
- Resource planning
Pricing
Everhour comes with a free plan and a premium plans start at $8.
Quickbooks
QuickBooks is must-have accounting software that allows you to see how your business is doing anytime.
Features
- Cloud accounting
- Expense tracking
- Invoicing
- Accounting reports
- Cashflow management
- Accountant access
- Automatic backups
- Excel import and export
- User access control
- Inventory tracking
- Location profitability tracking
Pricing
Try Quickbooks with their 30-days free trial. Their premium plans start at $15/month.
FileHold
FileHold is an easy to use, scalable, client-server document management software system that can manage tens of thousands or millions of documents.
Features
- Document workflow and approval
- Records management archiving and disposition
- Document scanning and imaging
Pricing
On request
Smartsheet
Smartsheet provides businesses with collaboration software & solutions to create team efficiency, effectiveness and scale.
Features
- Project management
- Business process management
- Construction management & scheduling
- Project tracking
- Marketing planning
- Spreadsheet
- Task management
- Workflow management
Pricing
Plans start at $14/user/month.
Arrangr
Arrangr is an easy-to-use tool that helps busy people find time slots for meetings, get togethers, and places to meet.
Features
- Appointment Scheduling
- Facility Scheduling
- Automated scheduling
- Employee scheduling
- Group scheduling
- Resource scheduling
- Real-time scheduling
- Multi-location
Pricing
Paid plans start at $10/month.
CustomShow
CustomShow is a business presentation software delivering a well designed, rich media presentation library for sales teams.
Features
- Presentation
- Audio content
- Video content
- Animations & transitions
- Collaboration tools
- Media library
- Offline presenting
Pricing
On Request
DigitalDrawer
DigitalDrawer is an on-premise, secure digital filing software used in various small & medium businesses.
Features
- Document management
- Document archiving
- Document retention
- Optical character recognition
Pricing
One-time payment starts at $1500 for a single user.
PaperTracer
PaperTracer allows you to automate your contracts, workflows, and digital documents online.
Features
- Contract management
- Buy side (suppliers)
- Sell side (customers)
- Workflow management
- Electronic Signature
- Contract lifecycle management
- Government Contracts
- Specialty contracts
Pricing
On Request
Joan
Joan is the simplest meeting room booking system out there. Place it in front of your meeting rooms for showing their current availability status and any upcoming meetings.
Features
- Meeting room booking system
- Scheduling & appointment scheduling
- Meeting
- Digital signage
- Online booking
- Mobile access
- Travel management
Pricing
The paid plans start at €209/year.
Honeybook
HoneyBook allows you to get clients faster with all-in-one project, invoicing and payments management tool.
Features
- CRM
- Appointment scheduling
- Billing & invoicing
- Business & performance management
- Contract management
- Email management
- Lead management
- Project management
- Online contracts
- Payment processing
- Workflow management
Pricing
Paid plans start at $40/month.
Teem
Teem’s conference room scheduling software can help you build the workplace experience you need and your employees enjoy.
Features
- Meeting room booking system
- Digital signage
- Online booking
- Utilization reporting
- Visitor management
- Scheduling
- Post-meeting tools
- Invitation, materials and attendee management
- Committee, board and internal meetings
Pricing
Pricing starts at $80 (per desk).
Robin
Robin makes your office feel bigger than you think. With easy meeting room scheduling and desk booking, the entire workplace is better utilized.
Features
- Facility management
- Digital workspace
- IWMS
- Meeting
- Meeting room booking system
- Scheduling
- Resource management
- Space management
Pricing
Paid plans start at $1500 / year.
Acuity Scheduling
Acuity Scheduling is an online appointment scheduling software. It helps you to make an appointment with clients anytime with their key features like self-book appointments and calendar integration.
Features
- Real-time availability
- Self-book appointment by clients
- Intake forms online 24/7
- Appointment scheduler
- Calendar integration
- Confirmation and reminder
Pricing
Paid plans start at $15/month
Airtable
Airtable works like a spreadsheet but gives you the power of a database to organize anything.
Features
- Templates
- Apps integration
- Powerful filtering, sorting, and grouping
- Linked database
Pricing
Paid plans start at $10/user/month.
JotForm
JotForm is an online form builder and survey builder that lets you create and fill forms & surveys for data collection even when you are offline.
Features
- Form, card form, and PDF templates
- Assign form
- Mobile form
- PDF editor
- Jotform enterprise
- Online payment
- Secure form
- Apps & integration
- Form widget
Pricing
The paid plans start at $29/month.
NoteHouse
Notehouse is a relationship management software which enables professionals such as lawyers, guidance counselors, HR managers, or social workers to take time-stamped notes. It also supports trackable tags to help users sort and manage all of their cases and clients.
Features
- Voice recognition type to text
- Contact information
- Customizable tagging system
Pricing
The plans start from $5/month/user.
Agree.com
Agree.com is a contract management software that enables you to create and send contracts, receive digital signatures, and accept client payments. Agree.com is available as a native mobile app for iOS, which affords users the flexibility to manage contracts on the move.
Features
- Digital sign
- Personal billing and admin assistant
- Digital payment
- Contract and payment notification
Pricing
Paid plans start at $13/month.
Best tools for lawyers: over to you
There are many apps out there that will assist you in running your legal business successfully.
But how do you choose which is the right one for you?
Simple: give them a try. Most of the apps out there come with a free version or a free trial that allows you to see if the given tool will be the right one.
