top legal practice management software

Legal practice management software is the answer to legacy on-premise software, manual foddering, and forgetting to run a KYC/AML check in time for your clients (if you are doing entity management as well).

A good online software solution can be the solution you need for:

  • Client management
  • Entity management
  • Secure storage of documents,
  • Billing, and
  • Compliance

Running your legal business smoothly can save time and increase billing hours, as well as reduce mistakes.

In the following table, I have only included the top four software. You can view pros, cons, and pricing information later in the article.

ZygosActionstepClioPracticePanther
Lowest Price*$29$99+ Setup Fee$49$49
Best ForGreat all-round toolBest for AutomationsBest for Medium FirmsEasier to Use
Client Management
Document Management
Compliance ManagementXXX
Workflow AutomationX
Integrated AccountingXOnly for the U.S.X

*Prices are compared based on their annual lowest monthly fees per user per month. Most software have different levels of pricing depending on features and user limits.

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Zygos is the best practice management software for small and medium firms looking to do entity administration, automate KYC/AML, and manage their cases at the same time.

It works well for legal services as well as corporate services.

Key Features

  • Client & entity management
  • Customer billing
  • Time tracking per project
  • KYC/AML screening & automations

Pros

  • Great for court cases
  • Great for entity management of offshore businesses
  • Integrated compliance tracking in-app 

Cons

  • Does not have a client portal
  • Does not have integrated accounting 

Pricing

Zygos starts at $29 per user per month.

Zygos comes with different plans and offers custom migration services to move your data from a legacy system to their modern practice management software.

Best For

Zygos is ideal for small-to-medium-sized law firms offering legal and corporate services.

Clio Practice Management for the U.S. Market

clio legal

Clio  is a very common legal practice management software for the U.S. market, and has an equivalent entity in the UK for the European market. Most firms using Clio though seem to be US-based.

Clio’s advantage is having both legal and accounting features, although accounting costs additionally and can get very expensive. This, however, helps you keep tidy all your services under one software for case management, accounting, billing, and client management.

Key Features

  • Client management & portals
  • Legal practice management, including case management
  • Many integrations including hte MS 365 suite

Pros

  • Easy to use and simple UI
  • Automating processes like invoicing
  • Both legal & accounting services features

Cons

  • Starts cheap but can get pretty expensive
  • Not enough advanced automations 

Pricing

  • Starts – $49 per per user per month.
  • Middle plan #1 – $89 per per user per month.
  • Middle plan #2 – $119 per per user per month.
  • Highest plan – $149 per per user per month.

Best For

Great for medium-sized legal firms that also offer accounting services.

PracticePanther Easy-to-Use Option

PracticePanther 1

PracticePanther is a simple practice management software and use comes intuitively, having a smaller onboarding time than other software, but still might require some setup before you fully utilize it.

It’s suitable for all sizes of firms, and offers scalability, but big international firms might grow beyond it.

Key Features

  • Client portal & client management
  • Billing automations
  • Secure legal document management

Pros

  • Simple & easy to use
  • Feature-rich

Cons

  • Limited automation features
  • Lacking in customer support
  • Expensive for smaller firms

Pricing

  • Starting – $49 per user per month.
  • Middle plan – $69 per user per month.
  • Highest plan – $89 per user per month.

Best For

Medium-sized firms, especially in the U.S., might not be suitable for all jurisdictions.

mycase

MyCase is a simple and affordable legal practice management solution for small to medium-sized law firms.

Key Features

  • Project management
  • Billing & timesheets
  • Client management

Pros

  • Cheap
  • Simple-to-use
  • Out-of-the-box ready 

Cons

  • No advanced features available
  • Not an enterprise-level solution 

Pricing

Starting – $39 per user per month.

Middle plan – $89 per user per month.

Highest plan – $109 per user per month.

Best For

Solo practitioners or small firms.

Actionstep Platform

Actionstep is probably the most customizable option in this list and offers many automations. It is cloud-based, and ideal for firms looking to automate their processes. This comes with more effort to setup and implement the solution.

Key Features:

  • Automations
  • Client management & portal
  • Legal case management
  • Billing and Invoicing

 Pros

  • Workflow automations
  • Flexible and customizable to your needs

 Cons

  • Setup costs
  • Not ideal for smaller teams
  • High learning curve

Pricing

ActionStep does not publicly offer its pricing. A redditor mention their price increased to over $300 per month, which meant tripling their cost.

Best For

ActionStep is ideal for bigger firms.

Conclusion

Choosing the right legal practice management software is a strategic decision that significantly influences your firm’s efficiency, compliance, and overall success. Each software solution caters to unique needs, sizes, and specializations.

For firms looking for comprehensive entity management and compliance automation alongside essential legal services, Zygos emerges as the strongest all-around contender, offering affordability without sacrificing key functionalities.

Ultimately, selecting software that aligns with your specific priorities:

  • automation,
  • ease of use,
  • comprehensive accounting, or
  • scalability…

… will empower your firm to streamline operations, reduce risks, and dedicate more time to clients, resulting in a more profitable and effective practice.