Lawyer Software

My prior practice management had a very robust accounting software built in, and Clio doesn't have that. I have to pay for a separate accounting product, which kind of duplicates the work a little, so that's not great. Review collected by and hosted on G2.com.

Clio helps me get paid. Clio helps me track my work. I think possibly the greatest asset is that it allows me to properly track my time and makes it easy to get emails in there. It does work with some other tools and has some decent, quite a big library of integrations. You can also build your own integration, so that's very helpful. Review collected by and hosted on G2.com.

In my work, it has to improve in reporting and analytic capabilities, especially access to structured exports, APIs, or audit logs for deeper analysis. Better integration options with data pipelines and more granular metadata around documents and workflows would also make it easier to track, monitor, and automate legal data at scale. Review collected by and hosted on G2.com.

I use Legistify to manage legal documents and compliance efficiently. It simplifies legal workflows, saves time, and organizes multiple processes on an easy platform, reducing effort spent on legal documentation. Review collected by and hosted on G2.com.

Sometimes I run into issues when transferring specific tasks between different cases. There are times I want to split tasks up for clients, but I end up having to do it manually. Importing also feels quite basic at the moment, although they do say they’re moving forward with improvements. On top of that, API access is locked behind a more expensive tier. Review collected by and hosted on G2.com.

Primarily with respect to trust accounting, it helps ensure that clients pay their bills by sending reminders. It also helps me make sure I bill for the time I’ve worked for each client. In addition, it serves as an essential repository where our clients can access their specific information on a case. Review collected by and hosted on G2.com.

They recently changed their expiration date year code, and you now have to enter all four digits. Not only is it confusing that they didn't let anyone know they were switching it from two-digit to four-digit, but to me is seems entirely unnecessary, especially at the beginning of a millenium. Review collected by and hosted on G2.com.

Dealing with customers who are not a good credit risk (they have to provide a card if they are doing a virtual appointment) or are running low on funds to keep the work going. Review collected by and hosted on G2.com.

The "matter" approach was pretty jarring when my previous system filed and billed by "client." This made importing information into the system a bit of a process, but something that Smokeball on-boarding staff are very familiar with and helpful in designing an on-boarding plan that made sense out of the chaos. It can also take some extra time to load the web-browser based application and to understand the features that are only available "on the web" versus the options available when you instead use the optional desktop application (my preferred spot for working). Review collected by and hosted on G2.com.

Providing access to case information, documents, and billing wherever I am working from without having to remote connect to an in-house server or office desktop frees me to work and respond wherever I go, while custom built workflows keep new client matters moving from one stage to the next without the need to review all my files for any "stragglers." Review collected by and hosted on G2.com.

With improvements in customization, analytics, and integrations, it has the potential to evolve into a comprehensive billing and financial management solution tailored for the legal industry. Review collected by and hosted on G2.com.

The billing dashboard is well-organized and user-friendly. Key information is easily accessible, which supports efficient day-to-day use by legal and finance teams. The tool does a good job of consolidating billing data in one place. This centralization enhances transparency and reduces reliance on fragmented spreadsheets. The time recording functionality is intuitive and aligns well with legal workflows. It supports accurate capture of billable hours, which is critical for both internal reporting and client billing. Review collected by and hosted on G2.com.

The only downside I see is that sometimes the program will freeeze or kick you out. Review collected by and hosted on G2.com.

Neos makes it possible to be mostly paperless. Generating documents is quick and easy. Not having to organize physical files or type up mutiple documents is time saving. I have more time to focus on client/case specific issues. Review collected by and hosted on G2.com.

Practice Panther has a solid infrastructure but could use updates to its website and mobile app esthetics. The mobile application functions more like a browser webpage, which can make it a bit cumbersome to use on a phone or tablet. However, that might just be a user preference. Review collected by and hosted on G2.com.

PracticePanther is receptive to customer feedback, and seems to be working towards continuously building and improving their product. Review collected by and hosted on G2.com.

Lack of being able to customize a report Review collected by and hosted on G2.com.

Tracking statutes, developing task emails on a daily basis, forming client list. As far as task emails, I type in a date on a workflow and I can forget about what task I need to do until I get a daily email reminding me of what I need to do. 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.

I don’t like that the statement options are tied to the matter screen. For example, we list INITIAL, INTERIM & FINAL on all our statements, and we have to change that on the matter screen. Once you change it, all reprinted statements are marked with whatever the last Phase was that you entered on the matter screen.

Also, in General Ledger (when you enter a check), it would be really helpful if you could copy and paste. When you have an entry with multiple accounts where the cost will be split up, you add the accounts (or they are autopopulated from the last check) and then you should be able to split the amount evenly across the accounts by highlighting them and copying and pasting. You can’t do that there—you have to click into each account and enter the amount manually. Review collected by and hosted on G2.com.

TABS handles everything for us: billing, timekeeper entries, issuing checks for payments, and the firm’s general ledger accounting. We also use Practice Master for case management, along with all of our productivity and hour-recap reports. Review collected by and hosted on G2.com.

I have nothing negative to say about Actionstep (so far) Review collected by and hosted on G2.com.

Documenting email correspondence between us and our clients Review collected by and hosted on G2.com.

Filevine could improve its speed and overall performance, as occasional lag can interrupt workflow efficiency. Enhancing the search functionality would also be very beneficial, making it easier to quickly locate specific documents or information within large cases. Additionally, more flexibility in customizing workflows, reports, and notifications would help teams tailor the platform more closely to their specific needs. Improving the mobile experience would also be a great addition for users who need to access cases on the go. Review collected by and hosted on G2.com.

That it makes everything easy Review collected by and hosted on G2.com.

Sometimes the level of detail shown about your activity varies depending on which software you’re working in. Review collected by and hosted on G2.com.

I sometimes forget which clients I spent time working on, and then I end up not billing them. Review collected by and hosted on G2.com.

I would love to cut and paste templates from Word and to be able to give my clients easier access to review their cases and the status of case processes. Review collected by and hosted on G2.com.

I can set up customizable email templates and reminders so clients know we haven't forgotten them. This frees up time from providing updates and allows us to focus on getting cases out the door. Review collected by and hosted on G2.com.

Without using it for so long I haven't hit any pain points yet. Frankly any pain point I did have during onboarding was operationally on our side to setup for the personalization. But, lucky for the team I know my way around a domain setup page! Also, the help and support is top notch as well with Lawmatics. Review collected by and hosted on G2.com.

We are able to get our clients into the system and assigned to an attorney immediately. The automations are amazing - once Jessie was patient enough to walk us through 'the why' we all got it! Automations aren't replacing our jobs, they are helping us DO our jobs without forgetting important triggers or reminders to clients. Review collected by and hosted on G2.com.

My main area for improvement would be consistency across courts. Filings with the courts we use most often process smoothly, but less common jurisdictions occasionally have formatting requirements that aren't clearly flagged in advance. When a filing is rejected, the explanation isn't always specific enough to identify what needs correcting, which can lead to delays when working against a deadline. More detailed, plain-language rejection messages would be a meaningful improvement. Support has generally been helpful, though response times can be longer during peak filing periods. Review collected by and hosted on G2.com.

InfoTrack solves the problem of court filing being spread across too many disconnected systems. Before we adopted it, e-filing a single matter meant working between the court portal, a separate process server, and Clio, re-entering the same client and matter information at each step and re-uploading documents repeatedly. The process was slow and left room for errors, including rejected filings caused by formatting mistakes.

Now I e-file directly from InfoTrack with the case details already pulled from Clio, arrange service in the same workflow, and the stamped documents sync back into the correct matter automatically. This has saved me several hours each week and reduced the number of rejected filings, while giving us a reliable record of exactly what was filed and served, and when. That last point has been especially valuable, since I can confirm the status of any filing in seconds rather than searching through multiple systems. Review collected by and hosted on G2.com.

They had changed the reporting, and none of the reports I had saved will carry over to the new format. I had to redo them all which was a bit frustrating Review collected by and hosted on G2.com.

Lead Docket helps us keep track of all of our calls and helps us fill out questionnaires for clients with different questions for different situations. The system we were using prior was not as user friendly and Lead Docket makes it so simple for my team to use. Review collected by and hosted on G2.com.

Although Amberlo meets my expectations and I generally find it very easy to use, there are a few minor elements that could be refined in the future. At times, one would wish for some functions to load a bit faster, especially with a larger amount of data. It would also be useful to have a few additional options for customizing views, which would allow for even better adaptation of the program to one's own work style. However, these are rather minor suggestions than actual drawbacks, as the system operates stably on a daily basis and fulfills its role without any reservations. Review collected by and hosted on G2.com.

Amberlo primarily solves the problem of information dispersion and the necessity of using many different tools. By integrating case management, documents, clients, scheduling, time tracking, and invoicing in one place, it eliminates organizational chaos and the risk of errors. The program also improves internal communication and allows for quicker access to necessary information, resulting in real time savings. Automatic time tracking, document generation, and quick invoicing eliminate repetitive, manual tasks. As a result, work becomes more organized, faster, and efficient, allowing the user to focus on the substantive part of their activities instead of administration. Review collected by and hosted on G2.com.

I would like to know what phone number clients receive messages from. Sometimes, if people block their phone number, I'm not aware if they are not receiving messages. And I would like to have a notification sound when a message is sent. Review collected by and hosted on G2.com.

I use Case Status to securely send messages to clients, easily upload and link documents to cases, and ensure my team has access. It's safe and not reliant on phones, boosting communication and document management. Review collected by and hosted on G2.com.