Case Management Software Reviews for Lawyers

The cloud based case management software market is really getting competitive these days. Seems like almost every day a new market entrant joins the party. As a busy attorney trying to manage a law practice, it can be tough to find the time to research and demo all of the different options to see which one fits your firm’s needs the best. So we put together a breakdown on 7 of the best cloud-based practice management tools to help you make your evaluation. Read on for our case management software reviews for lawyers.

Case Management Software Reviews for Lawyers

Below are 7 of the major players in the case management software arena, along with a review of each in terms of its pricing, features, and reputation in the industry.

Note that we have not tested or used all of these products, nor is this a paid endorsement for any of them. This is simply an accumulation of information from various sources around the web to help our readers decide which case management software is best for their needs.

Clio

Overview

Clio is probably the fastest growing cloud-based practice management software company today. The company has raised $26 million in funding, and is becoming very popular with small law firms around the world. They are forward-thinking, with a platform approach that enables useful integrations to a number of other popular software tools (including our own Lexicata).

The product is pretty easy-to-use, with a clean looking interface and a lot of powerful features. There is somewhat of a learning curve in order to adopt Clio due to its breadth of features and a lot of information packed into every page. But, they have a lot of helpful tutorials and how-to content online, and a good support staff to help make adoption as easy as possible.

Clio also has native mobile apps for both iOS and Android, making it easily accessible on any device, from anywhere. It integrates with products that law firms already use everyday including Office 365, Google Apps, Box, Dropbox, LawPay, and more.

The pricing is very competitive, starting at $39/month for the basic tier, and they offer more powerful features in the upper tier subscription plans. Overall, if you’re looking for a robust practice management solution that will grow with your firm but won’t break the bank, Clio should probably be among your first considerations.

Key Features

  • Contact & matter management
  • Time tracking
  • Online billing/invoicing
  • Document storage
  • Document assembly
  • Calendaring & tasks
  • Legal accounting
  • Clio Connect client portal
  • Mobile app accessibility

Pricing

  • $39-99/month per user (when billed annually)
  • $49-109/month per user (when billed monthly)
  • View the pricing page here

Click here to read more Clio reviews.

MyCase

Overview

MyCase came onto the scene as an early competitor to Clio, and the two have pretty much gone head-to-head as the forerunners in the cloud-based case management industry since then. MyCase was acquired and is currently owned by publicly traded company Appfolio, whose flagship product is a software solution for landlords and property managers.

MyCase has a similar set of core features to Clio with a pretty straightforward and easy-to-use product. The interface seems a bit more outdated and basic looking compared to Clio, but still very user friendly. They also have a helpful knowledge center where users can learn about best practices and get answers to common questions.

Clio is probably a bit more robust than MyCase, and unlike Clio, MyCase does not offer an open API to allow for easy integrations with other software products. They do have a native mobile app, and an even more affordable price point than Clio at under $40/month, which includes all the features. For a solo or small law firm looking for a simple solution that gets the job done, MyCase is certainly worth exploring.

Key Features

  • Contact & matter management
  • Time tracking
  • Online billing/invoicing
  • Document storage
  • Document assembly
  • Calendaring & tasks
  • Ability to schedule payment plans for clients
  • Client portal
  • Mobile app accessibility

Pricing

  • $39/month for attorneys
  • $29/month for support staff
  • View the pricing page here

Click here to read more MyCase reviews.

Rocket Matter

Overview

Along with Clio and MyCase, Rocket Matter rounds out what we think of as the “Big 3” in cloud-based practice management solutions. Rocket Matter was one of the earliest entrants into the market, launching just before Clio back in 2007.

Like the others, Rocket Matter has a robust set of features to address most of the needs of a small to midsize law office. Their user interface appears a bit more difficult to navigate compared to Clio and MyCase, with many text links on the page. However, they have a prominent, and powerful search bar which can quickly get you where you need to go. They do not offer an open API for third party integrations, but they do have a standalone mobile app.

Although Rocket Matter has a good product with a lot of useful features, the one potential drawback for some may be the price. They don’t offer any lower tiers for entry level pricing, and at about $65/month, it’s about the same cost as Clio’s mid-tier plan.  It is significantly more expensive than MyCase, without very many differentiating features. All-in-all, it’s still certainly a viable solution and worth your consideration.

Key Features

  • Contact & matter management
  • Time tracking
  • Billing & invoice generation
  • Document storage
  • Document assembly
  • Calendaring & tasks
  • Trust accounting
  • Mobile app accessibility

Pricing

  • $65/month for the first user (when billed monthly)
  • $55/month for additional users (when billed monthly)
  • 10%, 15%, or 20% discount offered for quarterly, yearly, or biyearly billing, respectively
  • View the pricing page here

Click here to read more Rocket Matter reviews.

Abacus

Overview

Abacus has been around over 30 years, and reports having over 250,000 clients worldwide. Only recently did they shift toward a cloud-based approach, but it’s different than most of the others. Not only do they provide case management software that is accessible from the cloud, but all their products and services are hosted within a private cloud environment for just your law firm.

It’s essentially an alternative approach to hiring outside IT support to setup and manage your own servers and databases. Abacus creates a complete, cloud-based workspace from which your entire law firm can operate.

For some, particularly larger firms with a lot of data management and security concerns, Abacus can be an excellent option. It’s more cost effective than hosting your own servers and hiring outside IT support, and comes with additional services beyond just the case management software. However, the software itself is somewhat dated looking and not as seamless or intuitive compared to Clio and MyCase.

It’s also probably a significantly more expensive option (although the pricing is not publicly available on their website). For a small firm looking for a simple case management solution, Abacus is unlikely to be the best alternative. But for a larger firm with concerns about data management and security, Abacus could be the way to go.

Key Features

  • Contact & matter management
  • Time tracking
  • Billing & invoice generation
  • Document storage
  • Document assembly
  • Legal rule-based calendaring
  • Trust accounting
  • Private cloud setup

Pricing

  • Not publicly available
  • Contact them for custom pricing here

Click here to read more AbacusLaw reviews.

Amicus

Overview

Founded in 1993, Amicus boasts over 250,000 licenses sold across a combination of desktop and cloud-based practice management solutions. Its parent company, Gavel and Gown Software, is a well established software business built by a former practicing attorney.

While Amicus has a comprehensive set of features and is well-entrenched in the industry, it’s user interface and design are in need of a facelift. The product itself may be effective, but appears to be somewhat stagnant compared to other competitors which make frequent updates and improvements.

Amicus is designed to integrate nicely with Microsoft products like Outlook, but does not offer easy third-party integrations with other software via an open API. It also does not offer standalone, native mobile apps.

Although the price point is pretty accessible at only $45-50/month, the product design and usability leaves something to be desired. Amicus is probably better used on the desktop rather than in the browser. Today’s tech savvy attorneys looking to leverage the benefits of the cloud would be more likely to find a good solution in Clio or MyCase than Amicus.

Key Features

  • Contact & matter management
  • Time tracking
  • Billing & invoice generation
  • Document management
  • Document assembly
  • Calendaring & tasks
  • Trust accounting
  • Email management

Pricing

  • $45/month per user (when billed annually)
  • $49.95/month per user (when billed monthly)
  • View the pricing page here

Click here to read more Amicus reviews.

CosmoLex

Overview

CosmoLex is a newer entrant in the cloud-based case management software industry, having just started building their product in 2013. They’re not as well established as some of their earlier competitors, but they seem to be gaining traction.

CosmoLex features a robust set of practice management features, very much in line with what Clio or MyCase has to offer. Their product has a clean, modern, and intuitive interface that makes it user-friendly. They also seem to be particularly focused on the accounting aspects of managing a law firm, which makes their product especially useful for firms that do their accounting internally.

They’re a newer company, so the feature set is probably not quite as robust as Clio’s overall. Although CosmoLex is mobile accessible, they do not offer native mobile apps like Clio, MyCase, and Rocket Matter. But their accounting capabilities seem to be among the best in class. With an easy-to-use product, and a price point that’s slightly below Clio’s middle tier plan, CosmoLex is another good option for a solo practitioner or small law firm.

Key Features

  • Contact & matter management
  • Time tracking
  • Online billing/invoicing
  • Document storage
  • Calendaring & tasks
  • Legal & trust-based accounting

Pricing

  • $49/month per user (when billed annually)
  • $59/month per user (when billed monthly)
  • View the pricing page here

Click here to read more CosmoLex reviews.

Practice Panther

Overview

It may have a silly name, but Practice Panther is a legitimate player in the case management software space. Much like CosmoLex, they are a newer competitor going up against the original Big 3 in Clio, MyCase, and Rocket Matter.

The product looks like it’s very well designed and easy-to-use (in fact, the reason the founders started the company was because they hated how hard to use other practice management systems were). Practice Panther offers all the basic features you’d expect, as well as a number of integrations to popular software such as Outlook, Google Apps, Office 365, and Box.

They don’t have a native mobile app, but the product is still mobile enabled with a mobile-friendly, responsive design. It may not have all the accounting features that CosmoLex specializes in, but does offer seamless integrations to QuickBooks and Xero.

While the company is not as established compared to Clio or MyCase, Practice Panther’s main attraction is how user-friendly and intuitive it is, making it a great option at a very accessible price point for small law firms and solos.

Key Features

  • Contact & matter management
  • Time tracking
  • Online billing/invoicing and payment integrations
  • Document management
  • Calendaring & tasks
  • Client portal
  • Email integrations with Outlook and Gmail

Pricing

  • $39/month per user
  • They are offering FREE access to small law firms until January 1, 2016
  • View the pricing info here

Click here to read more Practice Panther reviews.

Summary

Here is a brief summary of our case management software reviews for lawyers:

Best Value: MyCase has all the basic features for the lowest price. Practice Panther is a close second, and maybe the better of the two in terms of its design and integrations.

Simplest/Most Intuitive: Practice Panther is a great option. CosmoLex and MyCase are also good.

Most Powerful: Clio and Abacus are probably the most well-established, widely used, and have the most powerful features. Clio is better for ease-of-use, integrations, and accessibility, and Abacus is best if you prefer a private cloud setup rather than the more open, browser-based accessibility.

Best Overall: Clio.

They offer a broad set of features, native mobile apps, a ton of integrations, and have good UI design. They have affordable, entry level pricing for the smallest of firms, but also an upper tier with a powerful set of features for bigger firms.

They are the current market leaders, and probably the most innovative of all the companies. They are also backed by venture capital investors with a wealth of experience in the software industry, giving them access to a powerful network and advisory board, as well as helping them to attract top-notch employee talent.

If we had to pick a single horse in the race, it would be Clio. However, each of the 7 cloud-based practice management solutions above is worthy of consideration when adopting a new system into your law firm. At the end of the day, what’s most important is that you make your own assessment in order to weigh all the pros and cons and focus on the software that excels in the areas that you value the most.

Run a better law practice. Get free updates every Friday.

* indicates required