Lawyer Software

I would love to see more customization options, particularly the ability to hide features we don't use, such as time entry and hourly billing.

Streamlining the interface for our specific needs would make it even more intuitive and tailored to our practice. Review collected by and hosted on G2.com.

We’ve mostly benefited from moving away from a "old-school" paper-based workflow—everything is now stored digitally and easily accessible in one place.

We used to spend hours opening new files. Now, with Clio's document drafting, we save hours of work.

Clio also tackles the issue of disorganized case management. It helps us keep track of client information, deadlines, and communications, so nothing falls through the cracks. For me personally, setting tasks in Clio helps me meet deadlines efficiently.

Another major benefit has been remote access. Since Clio is cloud-based, we can access our files from anywhere, which has been invaluable for our team. Review collected by and hosted on G2.com.

Credit Card processing fees can be a nuance, but that goes with most merchant card processors. although they have an option to charge the client processing fees, there are some limitations and payments made via LawPay doesn't automatically go into our Legal Practice Manageement Software, Clio Manage. Review collected by and hosted on G2.com.

Law Pay allows clients that don't have cash on hand to use their Pay Later option. this helps increaase converstion rate for our potential clients. Review collected by and hosted on G2.com.

Customer service takes too long now; call backs take a day or more; can't customize texting so you can control who sees it and should be by the attorney and paralegal. This feature is horrible for a family law firm, as the clients abuse it daily. If you block them from texting, it's deletes it "all", which is a form of malpractice, as now you longer have record of communication with your client. If you turn off notifications, you don't see any texts from any client then. Making appointments is way too clunky and it's smooth. The process to set up a lead, then make an appointment, with sending intake forms, takes too long. Needs to be a simple way to do these from the calendar screen, but MyCase forces you to go back and fill out the "lead information" first. Which doens't work either, as the clients want to establish if you can accomodate them with an appointment that works for them. Anytime we call to suggest something, it's never happens. We have been in practice for over 28 years and brought on MyCase at the onset of Covid as it is cloud based. MyCase never attempts any improvments that we have suggested. But, because it's cloud based, we have many clients that won't use the portal or do anything on through MyCase, because they don't trust it, which in turns causes more work for us. Review collected by and hosted on G2.com.

None.. Review collected by and hosted on G2.com.

The updates sometimes take away the way we make our reports and case list. We don't have much say in what they update sometimes the updates are refreshing and helpful but lately it has madeit a little difficult for my office to run reports. Review collected by and hosted on G2.com.

We are able to keep track of the work that's done on each file. All work is saved and tagged on each clients file. We are able to set calendar reminders and dates. We are able to leave notes on what was spoken about with clients and send text messages as follow ups. We are notified if the text message went through or not. We are able to add expenses in the value tabs to keep track of costs. We can generate letters and change them as well. Review collected by and hosted on G2.com.

Sometimes we don't see our any one of the case but the customer success team has always been their to help us out. Specially Nafia always supports us and is very prompt in her response to our queries. Review collected by and hosted on G2.com.

The problems that Legistify has solved for us is a major one that without any portal we can now track our cases on the tool itself and also it is easy to use and we can also see the information of the lawyers assigned easily through the platform itself. Also helps us in avoiding ex-parte decisions of the court. Review collected by and hosted on G2.com.

Accessing clients in the address book. For example, when you try to look up a client in the address book or the 'Search for Project' section, if you misspell the clients name, even by one letter, it will pull up a list of irrelevant names; names that aren't even close to what I type in. I find this odd and extremely inefficient. Review collected by and hosted on G2.com.

They are doing a great job of incorporating features that prevent us from having to use outside resources to accomplish a task. For example, the sidebar feature makes it easy for my team to communicate about a specific case by simply starting a sidebar chat. We no longer have to email eachother "Hey, go take a look at Mr. Smith's case and tell me what you think?". Review collected by and hosted on G2.com.

Nearly everything about the software seems mid-tier, other than the price (which the actual price is way too high). The value is not where it should be.

The inability to customize with custom fields is very problematic. Most features they offer are about 80% close to being very good but require additional services or add-ons or lack the customizability needed. The potential is there, but continued development seems to be lacking, particularly considering the price. Customer support is okay, but you must use it quite a bit because of the numerous gaps in the product between what personal injury lawyers need and what CasePeer currently provides. As is, it should be sold as a mid-tier platform and priced as such. Had I been the price was going to be substantially higher than we agreed, I would have gone with another platform or stayed with my old one. Review collected by and hosted on G2.com.

The goal was to get everything in one place and allow for automation. CasePeer is lacking in too many areas for it to serve this purpose for me. Review collected by and hosted on G2.com.

One downside to Smokeball is that the learning curve can be steep, especially for us a smaller firm. We must all communicate the way we enter things. Additionally, the pricing is very high. Review collected by and hosted on G2.com.

Smokeball solves several problems for example, it handles all case management, document automation, and time tracking, reducing the need for manual processes. This is especially helpful for billing and tracking billable hours since it automatically records time spent on emails, calls, and tasks, eliminating guesswork.

The benefit lies in the time saved and reduced risk of error. With everything in one place—documents, communications, and case files—it becomes easier to stay organized and keep clients updated without jumping between multiple platforms. The result is increased productivity and less administrative hassle, allowing me to focus more on actual legal work. Review collected by and hosted on G2.com.

Of the few disadvantages I have been able to find, there is the adaptability of the software's use to the Latin American market, due, I believe, to the European culture of the developers, since the way of billing, minute-taking, or proformas are different in each region of the world. Review collected by and hosted on G2.com.

The billing module is complicated to use and adapt to my internal processes in Mexico. Review collected by and hosted on G2.com.

I have nothing I dislike. Only that I need more time to figure out how to make use of features, so many that make the work product so efficient! Review collected by and hosted on G2.com.

Built in data management helps us streamline the legal work and have everything in one place. Review collected by and hosted on G2.com.

Frankly there is no real downside. The product is always evolving to add additional features based on end user customer feedback so you know the result will continue to be practical needed functionality Review collected by and hosted on G2.com.

We wanted to be sure that our data was secure and backed up so Sync does that for us. We use Data Governance to assist our staff in data entry to ensure that our data is clean and consistent with our standards. We use Portal to aid in communication with our client base as it allows end users and partners to readily provide needed information and recieve communications. Review collected by and hosted on G2.com.

It did not seem that it took you through all the steps when setting up the account. I had to go back twice to add additional information. however, it was not difficult Review collected by and hosted on G2.com.

doing bankruptcy cases without extra help Review collected by and hosted on G2.com.

There isn't anything that I dislike about SA. Review collected by and hosted on G2.com.

I love the different tabs it has to offer and keeps my documents organized. I also love there is support staff that you can go to if you have questions. Review collected by and hosted on G2.com.

Not much to dislike. We have been using CloudLex since they were pretty new, and here we are six years later still using the firm management software with no intention of ever moving. Review collected by and hosted on G2.com.

The reporting functionality in CloudLex helps me understand the metrics and cuts out a step from having to do that outside of your case management software. It makes it much easier as the owner or managing partner of the firm to be able to have an idea of how many intakes you're getting, which attorneys are getting the new cases, what stage are they in the litigation. There are just all kinds of things that you can easily gain from the reporting and analytics. Review collected by and hosted on G2.com.

The set up takes time, however, you will be assigned with an onboarding team to assist you. There are many tools to discover with the software and we are still figuring out how to fully utilize it Review collected by and hosted on G2.com.

It's allowing our law firm to reach a high number of clients with one click of a button. This is a feature that was not easily available to use prior to having Lawmatics. The use of campaigns has been an excellent feature for us and we intend to fully utilize this tool for our 2025 marketing goals Review collected by and hosted on G2.com.

So far, there hasn't been anything I have disliked. There is so much room for so many activities. Review collected by and hosted on G2.com.

Have your tasks and reminders (if needed) known and set the tasks in AppColl prior to uploading the data. Know what your firm expects the software to do and programming accordingly. Ask support if you have any questions. Review collected by and hosted on G2.com.

Keeping track of Docketing dates, validating data with USPTO and Espacenet. Generating form letters with correct data. Review collected by and hosted on G2.com.

It takes a lot to implement, so be prepared to invest time and resources. Review collected by and hosted on G2.com.

All in one solution for high performing firms. Review collected by and hosted on G2.com.

Nothing that I could mention as usage has been good Review collected by and hosted on G2.com.

Razorlex has helped us with case updates, and time tracking on a case basis, MIS helps us gain necessary insights, Easy E-invoice and Finance. Review collected by and hosted on G2.com.

For an attorney with a solo practice, it has more features than I need which can make some tasks harder to perform. The software is feature rich. Review collected by and hosted on G2.com.

Tabs3 sofware helps me with my time management, maintaining a calendar, billing, contact management and practice management. Review collected by and hosted on G2.com.

The only thing I wished Bill4Time would do is integrate with our accounting software, which is probably a big ask. But it would be dynamite to see that development. Review collected by and hosted on G2.com.

Bill4Time helps me to keep track of my trust account. And, of course, it helps me create client invoices and reports. Review collected by and hosted on G2.com.