Legal Software
Law Practice Management

Law Practice Management Software: 5 Popular Choices Compared

Published by in Law Practice Management

“There are some things I keep time for but don’t charge the client,” writes Mark for CoffeeShark’s blog, “Like breathing. Just kidding, I charge for that too. But I do charge different rates for different activities and I would like my practice management system to work with me on that.”

gavel and keyboard.

Mark’s not alone in that desire.

Attorneys need a lot from their software. Below I’ve done in-depth comparisons of five of the top law practice management software products aimed at sole proprietorships and small-to-medium sized firms. These solutions have been reviewed and written on, and I’ve consolidated this information into an easy-to-read comparison.

If you know what you want and are just interested in comparing features and pricing, the below chart is all you need. If you’d like more in-depth information, including the thoughts of other attorneys who’ve used the software, read on.


All law firm practice management software will automate and manage correspondence, documents, calendars, timekeeping, and billing for your clients. The differences are mainly in the extent to which the software can automate those tasks, how easy it is to use the software, customer service levels, and other features.

Here are six law practice software products and how they compare. Jurispage reviewed every software product on this list. Bless Andrew Cabasso’s heart, this rundown relies heavily on his research.

1. Amicus Cloud

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Stand-out features

The set-up screen, and overall user interface were great, according to Cabasso. It also features the best Microsoft integration.


While Amicus integrates perfectly with Microsoft Outlook, non-users will have to pay $10 per month to use the software. Gmail and Google Drive users are out of luck entirely. Amicus has no client portal, and obviously can’t accept online payments either. There’s no app for iPhone or Android, only Blackberry.


$45 per month per user. For an add-on email account, it’s another $10 per month if you don’t have Microsoft Exchange already set up.


This is a good solution for attorneys who really want an easy-to-use software with a billing app and Outlook integration, but don’t need much else.

2. Clio

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Capterra Article Screenshot


Clio gets partial credit for its QuickBooks integration. “Successfully and efficiently using its Clio to Quickbooks export feature has been a nightmare,” wrote Rob at Lawyerist. To be fair, the consensus is that Quickbooks really doesn’t play well with any law practice software, though Mark at CoffeeShark was pleased with Clio’s Google Contacts import. “I had a fully functioning conflict checker within minutes,” he wrote.

In September, Clio announced a new integration partnership between Clio and the Fastcase legal research platform. Clio is the only practice-management software which integrates with Fastcase. This integration lets users “start a Fastcase session from Clio, start a Clio timer from Fastcase, and import Fastcase search results into Clio and save them directly to a matter. A separate Fastcase subscription is required.”

Other new software integrations include QuickBooks Online, app integration tool Zapier, website design and marketing tool JurisPage, and online accounting platform Xero.

Stand-out features

Clio’s timer is pretty advanced. You can pause the timer for one client, and start a separate timer for another client. This is helpful if, for example, you are working on one client’s case, and another calls. “This is a huge deal for any attorney trying to manage more than one client, which is all of us,” Mark wrote.

Cabasso was impressed by Clio’s ability to generate reports by client or revenue and run a report that tracks lawyer productivity by client. He also described the support as standout.


The walkthrough can be cumbersome, but necessary, since many features aren’t immediately obvious. Another huge drawback is that you can’t draft and send e-mails from Clio so it logs correspondence with each client, separated by matter.

Finally, Clio’s ‎Social Media and Content Marketing Manager, Derek Bolen, told me Clio’s shortcomings included that it “lacks full-feature accounting” and has a calendar system which “isn’t as sophisticated as Google Calendar.” However, he added, Clio’s integration with three different kinds of accounting software, and integration with Google Calendar helps alleviate those problems.


Clio is currently the most widely-used law practice management tool. It’s got some great standout features, and not very many drawbacks.


$72 per month per user. $65 per user per month if paid annually.

3. HoudiniEsq

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The most interesting integration is the ability to track your registered mail sent through the U.S. Postal Service to see when it gets delivered.

Stand-out features

The number and breadth of integrations (see chart) and free version are probably the most impressive thing about HoudiniEsq. Cabasso found HoudiniEsq fairly user-friendly, an assessment not every reviewer agreed with.

One fairly unique feature is that HoudiniEsq allows users to view multiple workspaces. You can have several screens with different matters opened up, and can toggle between them to work with fewer distractions. It also full-text indexes documents, email, and email attachments. Users can customize their case numbering scheme and automated workflows.

Mobile apps available.



Getting started isn’t the most user-friendly. Taking advantage of the free trial requires a large, somewhat complicated download. Plus you need a product key.


Free for individual users. Desktop version: $1,280 per 10 users for the one-time license fee. $7,992 for the license fee for up to 50 users. Plus $192 per year per user ($16 per month). Cloud-based version:  $64 per user per month with no license fee.


This is probably only the best choice for sole proprietors, with no employees, who really want to not spend money and/or are very interested in a particular integration.

Side note: They appear to be experimenting with an interesting monetization scheme.

4. MyCase

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While it integrates with Google Calendar, MyCase won’t integrate with existing calendars on that platform. You must instead create a new one and transfer over all the information.

Stand-out features

One great feature is the ability to link MyCase to your trust account and accept online payments from clients. The MyCase client portal allows clients to check on their cases and make payments from their iPhones and Androids through mobile apps. “While most law practice management apps are just for lawyers, the MyCase apps are also for clients,” writes one reviewer at Lawyerist, “Clients obviously don’t get to see all the information you do. They only get to see what you have shared with them, which mostly means documents and communications, but can include appointments, tasks, invoices, and anything else you can share in MyCase (i.e., most things).” I spoke with Sarah Bottorff, MyCase’s Director of Marketing. “The big thing is the ease of use,” Bottorff said. “The average solo practitioner or small law firm isn’t necessarily a techie.” With MyCase, “You don’t have to be a techie to have a great legal software that will help you with your practice.”

A report showing what you’ve earned from your client’s retainer/deposit makes it easier to comply with ethics rules.

MyCase’s workflow is particularly flexible: it allows you to create predefined lists of tasks and calendar events that you can apply to a matter.


One reviewer described MyCase’s document automation as “rudimentary.” Custom fields are similarly limited, with no ability to specify which fields should appear for particular matter types. This means every custom field appears every time for every contacts and matter.

Outlook integration requires you to have a separate folder for MyCase clients. And MyCase creates a separate MyCase calendar. “When you are starting with several thousand contacts, this is annoying as you must move the contacts into the MyCase folder before they will sync,” wrote a Lawyerist reviewer,  “The Outlook Plugin will also forward emails automatically to your MyCase account, but the emails must then be manually linked to matters, limiting the value of this functionality. Syncing with Outlook was also quite slow.”


$49 per user per month (billed annually) or $59 per user per month (billed monthly). Sales tax may apply.


MyCase is less expensive than Clio, allows online payments, even through mobile, and offers the best workflow. The timer and document automation aren’t as robust as some, but for the non-tech savvy solo or small firm, it’s a solid choice.

5. Rocket Matter

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Rocket Matter has all the standard integrations (see chart), but also plays well with LawPay.

Stand-out features

Rocket Matter offers free user training 10x per week. Cabasso sat in on one, “The overview of Rocket Matter was great. They answered all my questions and showed me all of the main features of their case management software.”

Rocket matter allows you to prioritize tasks and assign them to other attorneys in your practice. You can capture time on the web, smartphone, or iPad. Clients can pay invoices in the brandable client portal. Batch billing saves time.

Trust accounting is easy with instant access to the status of your client funds and what is available for withdrawal. Cabasso describes Rocket Matter’s sync with Quickbooks as “seamless.”

Document merging saves you the time of re-creating documents you use often. Upload a form or template document and create empty fields in the documents. Rocket Matter will automatically fill these empty fields with your new clients’ saved information. reported that Rocket Matter’s new iPad app is also quite impressive.


Rocket Matter can’t sync with your Outlook calendar. There is no “measure of categorization,” according to Naked Technologist.


$65 per user per month for the first user. Discounts are available for longer term-based payments. For instance, if you choose to pay quarterly, you get a 10% discount, and if you want to pay annually, you get a 15% discount.


Rocket Matter is easy to learn and easy to use. It’s main benefit is easy billing, so if that’s something you find yourself or your firm getting bogged down in, and not, say, finding documents and organizing matters, Rocket Matter is probably a good choice for you.

6. Time Matters by LexisNexis

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What doesn’t Time Matters integrate with? Quickbooks, NetDocuments, Microsoft Exchange, Microsoft Outlook, Juris… and that’s just a start. Time Matters has a solid list options for whatever your preferences are. If you want to see more, check out their full list of integration options.

Stand-Out Features

The comprehensive integrations are a great plus. Time Matters is cloud based and fully mobile optimized for both Android and iOS, which lets you access all of your work from anywhere. Multiple staff can access the same system to update the entire team on changes. The software also offers training tutorials so you aren’t left to figure out the system all by yourself. If that’s not quite enough for you, support is 24/7 and there’s a convenient site for how-tos and FAQs.


One reviewer suffered through a significant number of tech problems, including system crashes and PDFs not printing. No PDFs means no bills for many attorneys, so that’s no small matter. It also does not come in a Mac-friendly version, which is a deal breaker for many.


TimeMatters offers specific quotes by request.


With more than 250,000 users, it’s the most popular law practice management software out there, and there’s a reason for that. It’s comprehensive software that’s robust enough for large firms and offers a decent level of pick-and-choose customization so you can access all the features you need.

If you’ve used Time Matters, you can review it here.

7. PracticePanther

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Practice Panther


Some of the fairly modern and unique integrations PracticePanther has include Gmail, Google Calendar, DropBox, and PayPal. They also feature the more traditional Outlook, Microsoft Office, and Quickbooks.

Stand-Out Features

PracticePanther has an autosave function for your documents and read receipts on all invoices. Mobile-optimized, PracticePanther allows more functionality than the average mobile LPM app, since it allows you to search for specific documents on mobile. If you have multiple lawyers or paralegals who work at different rates, you can track them all to those different price points.


The software is lighter than some other LPMs, so it may not be comprehensive enough for a larger firm. If you’re not charging hourly, you don’t have much reason to use PracticePanther, as their flat-fee billing is much less user-friendly.


Starts at $39 per user per month, billed annually. If you want to pay month to month, price goes up to $49.


Excellent for a small firm, solo, or freelance lawyer who needs to track time and manage their billing without breaking the bank. Reviewers are seriously enamoured with PracticePanther.

If you’ve used PracticePanther, you can review it here.


What features are most important to you in a law practice management software product?  How do you think these solutions stack up to one another?  Add your thoughts in the comments!

Looking for Law Practice Management software? Check out Capterra's list of the best Law Practice Management software solutions.

About the Author

Halden Ingwersen

Halden Ingwersen

Halden Ingwersen is a former Capterra analyst.


Comment by Johson Smith on

I use Lawsyt. It has everything that an attorney or lawfirm would want and compared to others it is much cheaper.
they have affordable pakkages
almost my 80% work is on autopilot !

Comment by Wendy on

We’re using Amicus Premium and PC Law. However, since the migration to cloud this year has been a disaster with constant integration issues which has effected our ability to effectively invoice clients. Any recommendations?


Comment by Jay Foster on

As a user of Amicus Cloud, I would not recommend this program. They added a feature that pops up all your tasks in SEPARATE boxes from Outlook. I was told by Jack in tech support to just hit dismiss on the reminders in Amicus Cloud. I found out after doing that that if you dismiss the task pop-up in Amicus it dismisses your task reminder in Outlook. I spent hours trying to fix this. If you are a user of OUtlook, you know your tasks all pop-up in one box instead of many separate boxes. This makes the program unusable. They were supposed to roll this feature back but then refused. I have dozens of calls and emails into tech support with no luck. I was told I need to migrate my data today somewhere else. I’ve asked my sales rep, Nick Hummel, to email me 3 times by leaving him messages but no luck for weeks he hasn’t emailed me back. Tech support is usually a guy or girl that doesn’t speak English and knows less than I do about the program. It is difficult to get to the Level 3 tech support people who actually know something about it.

Comment by Roger Moore on

We use CaseFox. It has pretty much everything that an attorney or lawfirm would want and compared to others it is much cheaper.

Comment by Krissy Boyett on

Check out Perfect Practice. I know a few firms who use this software and it seems to be able to do all that’s mentioned above. I haven’t seen any reviews though. Maybe because they are not a large corporate software company.

Comment by Clara Hayes on

We have used Amicus Attorney and Pc Law since 1992……Suddenly when we go to upgrade we feel we have been out priced of our budget….has anyone had any recent experience with migrating pc law into another case management system that would replace amicus atty small firm?

Comment by BASTA, Inc. on

Seems like it’s down to Rocket Matter and Clio. Our biggest priority is improving workflow and document assembly. As a non-profit billing isn’t really relevant. Trying them both now!


Comment by Larry Port on

I am Larry Port, the CEO of Rocket Matter. Thank you Cathy for the review!

I want to point out that this review is VERY out of date. We rolled out a new UI over a year ago, so the screenshot is super-old. For a sense of what it looks like now, take a look at our website at

Also we have a very comprehensive Outlook integration, which you can read about here:

Thank you!

Larry Port
Rocket Matter

Pingback by What Does Law Practice Management Software Do? | CoCounselor | Legal Practice Management Software on

[…] and RightSignature to provide an authenticated and secure way for both the attorney and the client to sign documents and submit them. All of us lead busy lives, so cutting the time out of planning meeting times and coordinating […]

Comment by Christopher Silverberg on

Thank you for a good review. I do believe however that it would be beneficial with a discussion on subscription versus one off payment schemes, as the subscription fee system seems to me to be an even worse security risk factor than for example potential unauthorized access in cloud based systems. A subscription based fee puts your business not only at risk of sudden cost increases but may make it difficult to retain/regain your business and practice data. What happens if you find yourself unable or unwilling to go along with a sudden and serious price hike? Will you be able to get your data off the cloud and onto your own server or pc? Will you be able to access it with your now expired software? Will you be able to export it? Will you be able to continue working with open matters but not create new ones? Will you be stuck with an inaccessible file? All interesting questions.

Comment by David Maripane on

Any comparison between the above programs with Practicepanther

Comment by Shyamala Ramesh on

Nice to know you are using Zoho.Would like to know if you have any additional requirements in Zoho Writer (wordprocessor) with regard to legal documents

Comment by Khyati Barjatya on

We have a product that shares Gmail Labels and organizes your whole inbox and with it you can also create workflows within your team. Its called Tandem.

You do not have to set up any Software or your machines, its a simple installation of Tandem on your Gmail.

If you want to read specifically what we can do for lawyers, you can read about it here :

Comment by greg bird on

Hey Cathy,

Really great post you did comparing some of the options out there. I especially like the first picture where you compare the five companies side by side with each specific features.

However when I was reading some the comments afterwards, Olga asked you about what happens when one decides to leave one and start to use another software, i.e. is the migration of data simple, ?etc. which you replied that you would ask your editors about this. I was wondering if you ended up updating any info on this topic because the biggest pain in the world is changing from one software to another and migrating all my contacts and files into the new system. I want to migrate my files and as easy as possible without me going crazy worrying about all my stuff getting lost. I couldn’t find anything on capterra on this so I googled for “easy legal management software” and the first options were something like “Easylegalbilling” which seems like it does legal invoicing but nothing like the other features you mentioned in your post. I also looked at Capterra’s “Best of” list and noticed practicepanther some have mentioned above, and a few others. I also saw some ad links for other companies like smokeball, abacus, and some others I’m unfamiliar with. Some of them offer free trials but that takes time learning the software and I don’t want to give out my stuff to everyone. It would be very helpful if you could add a review for the process of migrating data/switching to new softwares, for some of these options.

Comment by Edgardo Hernandez on

Hello Cathy,
I have reviewed both your articles and found them both informative but at times comparing all these different programs and following the different features can be overwhelming especially for someone in my situation. I am a newly admitted attorney in Florida and although I am fairly young and tech saavy its difficult to know exactly what I need and some of the terms that are used in your article like “workflow” for example. Also I’ve noticed a lot of the charts and articles can be outdated because new programs are coming out all the time as are updates for the older programs. I was hoping if I provide you some background on what I think I need and what I plan to practice you can refer me to three or four specific programs you think might best fit my needs so I can examine them more closely. If anybody else reading this comment has a recommendation based on my needs id appreciate your input also.

Practice: I am a true solo practitioner with no staff, running out of virtual office and my laptop for now. I plan to practice Family Law, Criminal Law, and I’m also looking at getting into estate planning. I’m also open to other areas of law in the future if I come across an opportunity to be trained by another attorney in those areas. My current email service is run out of zoho but I may upgrade to google apps in the future.

Background: I worked as a case manager for a few years for two different law firms and have experience with both Abacus Law and Clio. After getting over the learning curve of Abacus I really enjoyed the program. Having everything integrated to be able to pull up everything regarding a client from messages to emails to past and future court dates and appointments was great. I also enjoyed that every matter could be easily customized to fit every clients situation whether it be perspective, family, criminal, civil, etc. My opinion on Clio isn’t as high, to be fair I began using Clio approximately 2 years ago so it was still young and im sure they’ve had updates since then but the lack of integration with the client and lack of being able to customize matters based on the clients case was frustrating for me. The mobile accessibility was a big plus tho compared to my experience with abacus and customer service was strong in my opinion.

Needs: Being a new attorney there are a few things I need from the software. I want something that is cost effective. Im just starting out and dont know how long it will take me to build a strong client base from scratch. Case/client matter integration is big for me , as I mentioned I really enjoyed this aspect about AbacusLaw. Being a new attorney one of my biggest fears is bar complaints so I want a program that will allow me to easily track and have on hand every single interaction I have with a client from emails to phone calls, meetings, tasks completed, etc. , give me reminders, and easily sync my calendar with google because I also run a mediation practice. I really want a program with integrated email like Americus or Abacus for example. Also, Ive never had to do much with billing and trust accounting other than set the timer for work I did as case manager so an easy to use and reliable billing, accounting, trust accounting including in the software is big for me. Since I am running a virtual office mobile access is gonna be huge so I’d like a program with apps or great mobile support at the least. Another quick need is a software that wont be a hassle to move to a different computer in the near future. My laptop is old so I plan to upgrade and possibly add a desktop if I gain office space in the near future. Also since my laptop is old I dont want a program that will kill my processor speed and memory. Last big thing I feel is a need for me is customization. Since I will be diving into multiple areas of law having all the necessary fields for various areas of law is critical so I can stay organized and having the proper information on hand.

Wants: I set myself up with 48 GBs of Dropbox space for my practice so Id like a program that can sync with it but since I currently dont have any clients yet using another document management program isn’t out of the question and theres not a lot of information to transfer. I like the idea of a client portal so they can see their billing and any documents I want them to have access to and being able to send out invoices and billing reminder from the program but its not critical at this time.

Current Perspective: I had been leaning towards americus cloud and Abacus after watching some demo videos on youtube but I saw some pretty shaky reviews which led me to completely reevaluate my search. I also like the demo video i saw of billing on cosmolex but the program seems overly preoccupied with billing and doesn’t capture the client management im looking for.

My apologies for the long inquiry but if your or anybody else takes the time to read this and provide me with guidance thank you very much!


Comment by Cathy Reisenwitz on

That’s a great idea! I’ll ask my editor. Thanks!

Comment by Olga on

Great review, thanks! Pls, could you share a piece of advice “for dummies”: what happens when one decides to leave one and start use another software, i.e. is the migration of data simple, or it takes … and takes…. ? Thanks,


Comment by Rick Kabra on

Cathy, Great topic and well presented. Consider reviewing CosmoLex as well. Law practice is not just billing and case management. It also needs to worry about legal accounting which includes business accounting and trust accounting. Major benefit of CosmoLex over others is that it includes all essential functions in one login as opposed to using multiple programs and struggle with export/imports or syncs.

Comment by David Hubbard on

Thanks Cathy, I showed your second piece to my colleagues and we’re using your suggestions, along with free trials to make our decision. We looking more at Arderant from your other piece (because of the Microsoft file exchange) and PracticePanther (because time and billing are really important). We’re aiming to have a decision made by April ,when the trials run out, so I’ll keep you posted and appreciate the feedback. Oh and to answer your question about why we choose the other three programs, we chose Needles because it was our old firm’s management system. We chose Zoho because their name appears quite often on blogs for programs for start up firms or small businesses. We chose Cosmolex because a fellow attorney recommended it and I think his paralegal mentioned it being good for billing. I hope this information helps when you do your review. Thanks again for all the help.


Comment by Cathy Reisenwitz on

Hey Dave, glad you enjoyed it. Thanks for the kind words. In this piece I talk about PracticePanther. But I have yet to review the other ones mentioned. I’d love to know why you chose those so I can consider including them in my next overview.

Comment by David Hubbard on

Hey Cathy,
I just wanted to say great article! I’m in the market for a legal software and this is one the most in-depth articles I have come across with what appears to be great suggestions. I also wanted to know if you knew anything about the software Needles, Practice Panther, Zoho or Cosmolex. A couple colleagues and I recently left our firm to start one of our own. Our old firm uses Needles and we were thinking of staying with that particular software because we’re all familiar with the system, but we still wanted to explore our options. If it’s possible could you provide me with your thoughts on the four programs I mentioned or possibly do an in-depth analysis like the one above for them. Any feedback you can provide will be greatly appreciated.


Comment by Cathy Reisenwitz on

Thanks Jeremy! I’ll add the video. Also, do you have a quick summary and link for the pricing so I can update that too?

Comment by Jeremy Secker on

The Lawyerist article you reference in your Clio review is from 2013. In 2014 Clio launched an integration with QuickBooks online. It’s cool. Here is a video.

We’ve recently offered new pricing plans and court rules integration for our Elite customers.

Thanks for posting this.


Comment by Cathy Reisenwitz on

Thanks for the tip! Will look into it.

Comment by Janet Barnseby on

I’m surprised you have not included Actionstep. From a feature functionality perspective it is very impressive. A lot of the “Cons” you cite are not issues with Actionstep.

Comment by Tom Stubbs on

Last year, I decided to re-assess my case management choice after using MyCase for two years. I maintained my subscription to MyCase, and also subscribed to Clio and Rocket Matter for several months. All are excellent. All have outstanding service. Each has strengths and weaknesses. What is a perfect fit for one firm may be a poor fit for another. Moreover, reviews quickly become stale because of the constant feature evolution for all three. For example, at first, only Rocket Matter had delegable tasks. Then MyCase offered them, along with task templates. Now Clio has delegable tasks and task templates, and theirs is the best implementation of tasks between the three.
There are two interrelated aspects to an evaluation: features and ease of use. The most important features are highly specific to the nature of your practice and your personality. I use Dropbox. MyCase does not play with Dropbox, while Clio and Rocket Matter do, with RM having the most flexible integration. MyCase has extremely limited fields for contact information, while Clio has the most comprehensive set available. Clio also has the best custom fields and allows you to create sets of custom fields, such as fields that will relate to personal injury cases or probate or whatever your heart desires. MyCase’s iPhone app loads quickly and allows me to search across all data and, most importantly, see messages from my office as well as clients. Clio and Rocket Matter’s phone apps, incredibly, do not allow you to get messages. Only MyCase and RM offer an iPad app.
One key use for me of these programs is as a log of all phone messages. A huge amount of my work involves communicating with clients, courts, opposing counsel, witnesses and others. I want and need to be able look at one place online anywhere in the world to see a single list of all messages, enabling me to handle business calls anywhere. All three programs offer that in one form or another. If you are a solo with no assistant, there is a problem, however. Phone messages for you are likely to be in the form of voicemail. If you want to add that information to your list of incoming messages, you can’t in Clio or MyCase, because they do not allow you to send a message to yourself. Only RM does. So, for Clio and MyCase, you have to use clumsy workarounds or buy a second license and set up a “dummy” assistant account, through which you can send yourself these messages. That is a costly solution.
The ease of use looks at how many clicks and how much trouble you have to go through to use features or add data. For any matter, Clio, for example, has a nice listing of all contacts (except the client (ugh)) with their phone numbers on one page. So, with one click, I have access to the information I need to call a range of folks about a case, one of the most frequent things I do. MyCase has no such page and makes me open the matter, click the contacts link for that matter, then click into each contact to get their phone number, then click back to the matter, and click another contact to get the number for that contact. Rocket Matter relegates contacts associated with a matter to the bottom corner of a screen. Sounds trivial, but it gets really aggravating to repeatedly have to go through lots of hoops for a simple piece of information that you use frequently.
Another example is how easy it is to add contacts to a program. It is a pain in the butt to enter all of that data. Rocket Matter has a fantastic solution: Copy2Contact. This add on allows you to copy all of the address information from the close of an email or a law firm’s website, paste it into a square and click a button. All of the contact fields are automatically populated, and populated correctly about 99% of the time. It is amazingly easy. An example of a bad feature is adding employees to a company contact. You should not have to re-enter the business address information when you are adding employees to a company, but all of the programs make you do that. The company address information should repeat.
My practice is heavily skewed towards plaintiffs’ civil litigation (personal injury, civil rights and consumer cases), criminal defense work and wills and estates. Common to all of these is heavy reliance on contingency and flat fees, and minimal use of time-based billing. I used Dropbox for a long time, so that Dropbox integration is important.
For folks who do this kind of work, robust contact fields (so that you capture the many addresses, phone numbers and emails for a client and the client’s spouse)’s, good messaging systems well integrated with mobile apps (so that you get phone messages from your assistant when you are out of the office, as well as messages from clients, with messages then being linked both to any relevant contact and matter), good integration with document repositories (think Dropbox), easy-to-use client portals, strong task management (with templates for repeating projects and the ability to delegate tasks to other office members or clients), and calendaring that is easily linked to relevant contacts and matters, are very important.
In contrast, the number of timekeepers, document assembly (I cannot wait until my litigation becomes that cookie cutter), Google docs and Linux usability are less important.
I subscribed to all three programs and used each of them pretty heavily for a few months. Based on that experience, I created a table listing for each of the three programs each feature important to my practice, rating (on a 0 to 5 scale) these features, with a weight then attached to each score giving a rough approximation of how important a particular feature is to my practice. (For example, price was weighed 1.5 while time tracking was weighed 0.6.) Amazingly, despite the significant differences in the programs, the weighted scores came out fairly close. Clio is a very polished product, especially with its new, blue interface. While I find the interface less attractive, Rocket Matter is a great product and its founder, Larry Port, makes posts and presentations that seem to show he and I have many of the same interests and priorities. (Reading David Allen, Dan Pink, among others.) MyCase has the most amazingly simple interface and client portal, but its slowness to address fundamental feature shortcomings has driven me to look seriously elsewhere. I will make my decision over the course of the next month, but commend to everyone a lengthy trial (that, yes, will cost you money and time) with all three for you to make your choice.


Comment by Pamela Starr on

Re: Clio/Cons
“Another reviewer found a few additional drawbacks. For instance, that the software’s statement of account functionality occasionally results in incorrect numbers.”

2 things:
Why not identify the paper as the ‘The Sorry State of Legal Practice Management
Software” authored by Avi Frisch and published by LegalTypist? You seem to have made a point of identifying all other sources, but this time it’s just ‘another reviewer’.

In fact, the report states: “Clio’s statement of account mechanism is seriously flawed and produces incorrect numbers. … In addition, Clio’s API has major security issues and allows third parties way more access to data than it should. “


Comment by Cathy Reisenwitz on

Hi E. Thank you so much for the kind words. I agree that an in-depth investigation of the pros and cons of cloud-based software is a great idea, with a follow-up post on non-cloud options for LPM software. I’m writing something similar right now, on cybersecurity. I’ll link it from here and post it on my Twitter when it’s out. Thanks again!

Comment by E. Seth Combs on

Cathy – excellent work. There is a surprising lack of resources for in-depth review/commentary on LPM software. I personally prefer software that is not cloud-based, but everyone has their preference.

My only critique is that you should add reviews/comparisons of products that do not rely on the cloud (I can give you several good ones to look into, if you need a good starting point). Comparing the pros/cons of cloud vs non-cloud products, generally, would also be a good addition.

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