Categories   >   Estate Planning Software
Last Reviewed: November 26th, 2024

Best Estate Planning Software

What is Estate Planning Software?

Estate Planning Software is a specialized tool designed to assist in the development and management of legal documents required for estate planning. It seeks to address the complexities and high costs associated with traditional methods, cutting down on time and hassles. The significance of the software is palpable from its ability to simplify document creation, improve accuracy, and promote client satisfaction. Its core functionalities include the creation of wills, trusts, power of attorney forms, and health care directives. Exciting advancements like cloud-based platforms and virtual collaboration tools are reshaping its landscape. Mostly, attorneys, law firms, and even DIY individuals engaged in estate planning stand to benefit. However, limitations can arise from steep learning curves, and its use doesn't entirely rule out the need for professional advice. In conclusion, Estate Planning Software redefines efficiency, accuracy, and accessibility en route to effective estate planning, making it a go-to resource.

What Are The Key Benefits of Estate Planning Software?

  • Simplifies document creation
  • Improves accuracy
  • Enhances client satisfaction
  • Reduces planning time
  • Saves on costs
  • Enables virtual collaboration
  • Supports will creation
  • Facilitates trust establishment
  • Assists in health directives
  • Streamlines power of attorney
Read more

Overall

Based on the latest available data collected by SelectHub for 38 solutions, we determined the following solutions are the best Estate Planning Software overall:

MyCase
MyCase
Start Price
$39
Per User, Monthly
Company Size
Small Medium Large
Deployment
Cloud On-Premise
Platform
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Why We Picked MyCase

MyCase has attracted a loyal following within the legal community, with many users praising its intuitive interface and comprehensive features. The platform's ease of use is a recurring theme in reviews, making it accessible even for those with limited technical expertise. Users appreciate the ability to efficiently manage cases, track time, and communicate with clients all within a single platform. MyCase's billing and invoicing tools also receive positive feedback, streamlining the often cumbersome process of generating invoices and collecting payments. Compared to competitors like Clio and PracticePanther, MyCase is often lauded for its affordability and user-friendly design, making it a popular choice for solo practitioners and small law firms. However, some users note that MyCase's reporting capabilities may not be as robust as those offered by some competitors, and integrations with third-party applications could be more extensive. Despite these limitations, MyCase's core functionality, affordability, and ease of use make it a compelling option for legal professionals seeking a reliable and efficient practice management solution.

Pros & Cons

  • Client Communication: MyCase offers a secure client portal that facilitates easy document sharing, messaging, and appointment scheduling, streamlining communication and collaboration.
  • Case Management: The platform provides tools for organizing case files, tracking deadlines, and managing tasks, ensuring that legal professionals stay on top of their workload.
  • Billing and Invoicing: MyCase simplifies the billing process with features like time tracking, expense recording, and online payment processing, making it easier for lawyers to get paid promptly.
  • Mobile App: The MyCase mobile app allows attorneys to access case information, communicate with clients, and manage tasks on the go, providing flexibility and convenience.
  • Limited Customization: MyCase offers limited options for tailoring workflows or interfaces to specific firm needs, which can be frustrating for users with unique processes.
  • Billing Challenges: Some users report difficulties with generating invoices, particularly batch billing, leading to inefficiencies and potential errors in client billing.
  • Mobile App Functionality: The mobile app's features and functionality lag behind the desktop version, limiting its usefulness for lawyers on the go.
  • Integrations: MyCase's integrations with other software can be limited, requiring workarounds or manual data entry to connect with essential tools.

Key Features

  • Case Management: Consolidate case-related documents into one location, track ongoing cases and manage obligations through the legal calendar. Leverage automated workflows to carry out repetitive tasks and standard procedures. 
    • Documentation: Store an unlimited number of documents in customizable folders. Pre-fill document templates with case information. Encourage collaboration on documents across multiple teams, track version history and access legal documents globally from any mobile device. Upload, download and print documents in bulk. 
    • Legal Calendar: Create calendar entries and link them to associated cases. Share important events with clients and team members. Color code entries and sort by status or cases. Access a personal calendar and a centralized calendar for firm-wide updates on meetings, deadlines and appointments. Automatically get notifications on important events, touchpoints and Statute of Limitation deadlines. 
    • Status Reports: Get real-time insights into case history, progress and status via the dashboard. Track the firm’s productivity with built-in reports. Supported reporting metrics include cases by stage, average duration spent in each case and cases closed over time. 
    • Automated Workflows: Implement code-free automation to prepare workflows for standard processes. Automatically set case milestones, assign tasks and create forms. Get alerts for important dates, trial hearings and deadlines. 
  • Integrations: Integrate with Microsoft Outlook for real-time document synchronization, collaborative editing, offline editing and browser-based editing. Other integrations include Google Calendar, Outlook Calendar, QuickBook and Mailchimp. 
  • Security: Encrypt case files and messages with 128-bit SSL encryption while in transit and with 256-bit AES encryption at rest. Regularly back up the firm’s data. Validate data integrity after every update and eliminate redundancies. Physical access to servers is controlled via security escorts and two-factor authentication. 
  • Electronic Signatures: Send encrypted documents to clients for their signatures. Supports multiple signers and countersigners and complies with the ESIGN act. Use the eSignature dashboard to track pending signatures. 
  • Billing: Manage the entire billing cycle from invoicing and time tracking to payments and accounting. 
    • Legal Invoicing: Create legal invoices directly from time entries. Generate UTBMS codes for billable tasks and implement LEDES billing. Prepare invoices in bulk and share them with clients via the client portal, emails or traditional paper. Sort invoices by payment status and get automated notifications for overdue and outstanding payments. Automatically notify clients regarding outstanding invoices. 
    • Revenue Reporting: Run built-in reports on aging invoices and accounts receivable. Run reports on the firm’s financial health. Compare the amount billed to revenue collected to prepare a case revenue report. Measure performance against business goals and take corrective action if necessary.  
    • Time Tracking: Track billable hours with multiple timers or add entries after completing the task. The Smart Time Finder tool identifies billable actions without time entries. Leverage billable and non-billable expense tracking and embedded activity timers to maximize billing proficiency. Track time on the go from mobile devices and automatically link entries to associated cases. 
  • Payments: Offer clients multiple secure payment options, including in-person, over the phone, and online via credit card (Visa, Mastercard, Discover, AMEX) or eCheck (ACH). Process eChecks for free and automatically update invoice status and trust accounts for payment reconciliation. Set up tailored payment plans and automated monthly reminders for clients. 
    • Accounting: Seamlessly manage multiple trust and operating accounts. Deduct credit card fees only from operating accounts, maintain detailed logs of every transaction and organize payment history by date range or case.  
  • Lead Management: Use the Lead Status Board extension to manage the entire lead lifecycle from prospect to client. Break down lead acquisition into multiple stages and assign staff tasks for every step. The analytics dashboard gives complete visibility into successful referrals, touchpoint history and conversion rate. Process leads faster with customizable intake forms and eSignature support. 
  • Client Experience: Provide clients with a secure, two-way channel for sharing messages, documents and events via the client portal. Automatically record all correspondence for future reference. Directly share invoice links for simple, secure and direct online payment. 
  • Website: Design a custom, mobile-friendly website with preconfigured search engine optimization, Google Analytics integration and 99% uptime. Upload a custom business logo. Embed client intake forms and client portal connections directly into the website. 
Clio
Clio
Start Price
$40
Per User, Monthly
Company Size
Small Medium Large
Deployment
Cloud On-Premise
Platform
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Why We Picked Clio

Clio offers practice management capabilities, along with data and task management modules. According to reviews, its primary functions like time tracking, billing and matter management meet modern legal requirements. It’s scalable, secure and easy to use, with a responsive support team to back it up.
However, reviewers noted that integrations are buggy and loading time is slow. While the features make it worthwhile, many users feel that the cost could be lower. Overall, Clio is an excellent package if you don’t mind paying a bit more and dealing with extended load times.

Pros & Cons

  • Ease of Use: All the users who reviewed this aspect found the UI intuitive and easy to pick up.
  • Functionality: According to 73% of users reviewing capabilities, basic functions such as time tracking, accounting and document management perform satisfactorily.
  • Service and Support: 83% of users who mentioned this element said they’re satisfied with the customer support and response rates.
  • Task Management: Regarding this feature, 71% of users said the softwaremade task management easier.
  • Integrations: Integration options are limited and plagued with bugs, according to 60% of users mentioning this aspect.
  • Speed and Performance: According to 100% of users who reviewed this element, loading speed is slow, negatively affecting performance.
  • Reporting: 56% of users who reviewed this feature found that reports lack customizability.
  • Training: 80% of users found the training resources to be insufficient.
  • Cost: According to 80% of users who reviewed this aspect, the software cost is higher than its competitors.

Key Features

  • Client Management: Increase operational efficiency by automating standard firm procedures throughout the client lifecycle. Improve the customer experience by encouraging client collaborations in case operations. 
    • Client Intake Management: Automate logging and synchronization of client intake data, case management tasks and calendar information under one scheduling environment. Track potential client information and open new matters seamlessly with Quick Intake. 
    • Client Tracking: Never miss a single task or appointment with checklists, automated reminders and cross-platform sharing of client information and documentation. Follow up on potential clients and collect matter details with 24/7 secure access to cases, scheduling, contacts through Online Intake Forms and the Matter Pipeline. 
    • Client Services: Increase client engagement with automated follow-up emails and reminders. Offer flexible payment options including online credit cards. 
  • Security: Secure your data from potential external and internal vulnerabilities with a dedicated cybersecurity portal. Enforce administrative, physical and technical controls like 2FA, criminal background checks, security training and more to protect against future liabilities. 
    • Compliance: Ensure GDPR compliance both as a data controller and processor. Get payments processed 39% faster with credit cards while operating in compliance with PCI guidelines. 
    • Data Encryption: Store and transmit data securely with HTTPS and TLS-based in-transit and at-rest encryption. The secure web interface is verified by DigiCert. 
    • Control Implementation: Control access to sensitive information with role-based permissions, login safeguards and session/activity tracking via IP information. Increase safety standards with strong passwords, regular password resets and two-factor authentication via the mobile app. 
  • Firm Insights: Thoroughly understand the firm’s strengths and weaknesses with in-depth reporting on the most valuable referral sources, clients, and matter types. Compare actual matter totals to estimated ones and track billed, unbilled and collected amounts. 
  • Case Management: Track and manage case-related documents, bills, time and client contact information from anywhere. Integrate pre-existing case information from over 200 applications including Dropbox, Outlook and Google Workspace. 
  • Document Management: Remotely store and access an unlimited number of legal documents, images, audio and video files. Backup documents automatically, filter and sort using customized categories, search using keywords and send documents for signature through the e-Signature portal. 
  • Billing Management: Create, approve and send bills electronically and process interest for late payments with the Clio Connect portal. Offer automated, flexible and faster payment plans with integrated credit card processing via the Clio Payments extension. 
  • Contact Management: Track the firm’s clients and contacts with quick overviews of their connected matters, documents, transactions and bills. Trace their interactions with the firm, identify conflict of interests, if any, and log case-specific information in custom data fields. 
  • Accounting: Create trust and operating accounts and produce invoices in compliance with legal industry regulations. Use the client ledger portal to monitor all accounts and transactions associated with a client and perform 3-way reconciliations either manually or with the help of third-party extensions. 
  • Calendar Management: Stay on top of deadlines and important dates by synchronizing calendars with cases. Create custom entries to log more billable hours, share important events and dates with clients and keep track of firm-wide events, meetings and appointments. 
  • Task Management: Keep track of pending tasks on legal cases, assign tasks to other members and set as many customized task categories as required using the Advanced Tasks portal. Get notifications about overdue tasks, organized by due date, in the main dashboard. 
  • Time and Expense Tracking: Keep a record of time spent working by seamlessly adding entries from calendar events, tasks, communication logs, notes, documents, Outlook and Gmail. Track time and expenses in real time even when on the go using the mobile application. 
  • Performance Management: Get detailed reports on the utilization of the firm’s time with insights on how to streamline workflows and reallocate resources for better productivity. Identify unbilled hours and write-offs to prevent further incidents. 
  • Legal Client App: Clients can use the mobile app to receive push notifications, status updates and case details, contact their lawyer and scan and upload documents. Case lawyers provide sign up links via email for secure login with Face ID or Touch ID verification. 
Quickbase
Quickbase
Start Price
$35
Per User, Monthly
Company Size
Small Medium Large
Deployment
Cloud On-Premise
Platform
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Why We Picked Quickbase

Quickbase is a user-friendly platform suited to help businesses optimize project management with custom applications, workflow automation and data-driven insights. Its no-code structure and intuitive interfaces to develop applications and reports quickly, even with minimal coding experience, are often mentioned by users.

Users can centralize data from multiple sources and access advanced data insights on key project metrics to improve decision-making, save time and optimize resource allocation. Extensive customization options are another reviewer favorite, enabling users to build solutions tailored to their specific needs.

Integration with third-party applications adds to Quickbase's appeal by enhancing productivity and streamlining operations. Additionally, reviewers consistently highlight the abundance of training resources and documentation available, including guides, video courses and a supportive user community.

Despite high customization and ease-of-use, reviewers note a learning curve to optimize adoption and performance. Quickbase’s “reads”-based cost structures are also a barrier for smaller businesses with limited budgets.

Overall, Quickbase is an excellent option for businesses who require extensive customization to optimize their project management, offering ease-of-use with data accessibility and custom apps for task management.

Pros & Cons

  • Ease of Use: Use a no- or low-code structure to easily input and access data. Speed up application development and report creation with easy navigation and intuitive interfaces.
  • Workflow Automation: Streamline processes and task management using workflow emails, notifications and live data views through charts and graphs.
  • Customization: Build customized applications for unique business processes using AI, pre-built templates and no code software. Access custom portals for teams and clients, define personalized user roles and permissions and utilize dynamic dashboards.
  • Data Accessibility and Data Analysis: Eliminate date silos by consolidating information from multiple sources into a centralized view. Generate custom reports to visualize data intuitively, track key metrics, and identify trends and patterns.
  • Integration: Enhance productivity and streamline operations by integrating with third-party applications and using API access to build custom extensions.
  • Training Resources and Documentation: Access training resources and documentation in the form of guides, video courses, certifications, online help and a strong user community to help users learn the intricacies of the solution.
  • Learning Curve: New users may face a steep learning curve and adoption can be challenging for those unfamiliar with programming principles.
  • Cost: The pricing can be a barrier for some organizations, especially smaller ones or those with limited budgets.

Key Features

  • No-Code Builder: Create custom project management applications with minimal coding experience. Use AI, drag-and-drop tools and pre-built templates to design custom applications for your team's needs and workflows.
  • Integrations: Use pre-built integration channels to unify existing business systems, data sources and workflows with third-party tools. Eliminate manual data entry and ensure all project information is centralized and up-to-date using APIs to develop custom extensions.
  • Automated Workflows: Use automation features to streamline repetitive tasks and processes within your projects. Set up automated triggers and actions based on specific events, such as sending notifications when a task is completed or automatically generating reports when deadlines approach.
  • Dashboards: Use interactive dashboards to gain a real-time, centralized view of all your projects. View key project metrics, resource allocation, task statuses and overall progress to identify potential issues early on and make informed decisions to keep projects on track. Filter, group, modify and search dashboards to improve project analysis. Design highly personalized, role-based dashboards with simple drag-and-drop functionality.
  • Mobile Apps: Build and access mobile-ready applications, monitor projects securely and remotely, and view mobile dashboards.
  • Customizable Reporting: Create custom reports and dynamic dashboards tailored to your specific needs. Analyze project performance, identify trends and make data-driven decisions by intuitively visualizing project data using charts, graphs and tables.
  • Role-Based Security: Improve data security and access control with role-based permission to ensure only authorized personnel can view or modify sensitive project information. Define user roles and assign specific access levels to different team members based on their needs.
Needles
Needles
Start Price
$85
Quote-based
Company Size
Small Medium Large
Deployment
Cloud On-Premise
Platform
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Why We Picked Needles

Needles provides all the functions expected of a modern legal practice management solution, including matter and document management, mobile time tracking, reporting and task supervision. It offers an efficient task management module, but it’s important to note that some users experienced difficulty editing entries in the legal calendar.
According to reviews, the platform is difficult to learn, but the product training and support team are helpful in getting past the initial hurdle. Finally, the intuitive UI and exhaustive features make it a capable contender, but only for companies with a budget to justify the extra cost.

Pros & Cons

  • Functionality: Its time-tracking, billing and accounting functionalities meet the modern-day requirements of the legal industry, according to 65% of users mentioning this element.
  • Ease of Use: According to 69% of users who reviewed this aspect, the platform is intuitive and easy to use.
  • Reporting: 67% of users who reviewed this feature said that it provides plenty of customizable options.
  • Task Management: Regarding this feature, 75% of users found it helpful to track tasks and meet deadlines.
  • Training: 75% of users who reviewed this element said they’re satisfied with the knowledge base and training resources.
  • Integrations: It provides limited integration options, according to 60% of users mentioning this aspect.
  • Speed and Performance: According to 100% of reviews about this feature, the platform’s performance sometimes suffers under heavy workloads.
  • Cost: All the users who mentioned this element said it’s more expensive than its competitors.

Key Features

  • Task Management: Stay on top of pending tasks, deadlines and important events with fully configurable workflows, synchronized Outlook calendars and automated daily checklists. Receive and broadcast important updates with firm-wide scheduling and communication portals. 
  • Document Management: Encourage employees to collaborate on and share documents, globally in real time. Identify documents using keywords, prepare files for e-Signatures and choose customizable rich templates from industry-specific case libraries. 
  • Firm Insights: Leverage real-time reporting and analytics on business health. Use the configurable dashboard to create custom reports, data and metrics, monitor business processes and identify valuable assets. 
  • Data Management and Security: Secure your data with centralized data storage that eliminates redundancies and automatically backs up all documentation. Organize and store files with the PDF Template Wizard and import data in bulk via CSV files. 
  • Time and Expense Tracking: Track time effortlessly with the help of the Outlook add-in for any device, including mobile devices. Log expenses in real time, eliminate errors and omissions and automate internal audit logs. 
  • Client Management: Improve customer satisfaction via the self-service portal with over 99% uptime. Address client inquiries, process reimbursements and payments and update case details seamlessly. 
  • API: Implement low-code integration of third-party extensions or create new integrations entirely using the API-based architecture. Directly integrate with Microsoft Office 365, OneDrive, QuickBooks, DocuSign and Lexitas. 
  • Security: Secure data, documentation and digital access with Microsoft Azure. Get 24/7 security from cyber attacks and ensure business continuity with biometrically-secured physical data centers, remote-hosted servers and advanced data encryption. 
Filevine
Filevine
Start Price
$87
Per User, Monthly
Company Size
Small Medium Large
Deployment
Cloud On-Premise
Platform
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Why We Picked Filevine

Filevine is a versatile legal practice management solution that helps streamline various operations, from client management and document organization to time tracking, invoicing, and payment processing. Its integrated payment processor facilitates client payments through credit cards or ACH, providing a convenient option for law firms.

One of Filevine's standout features is its robust reporting capabilities, enhanced by built-in AI. Law firms can generate detailed reports to track revenue, performance, lead conversion, hiring, caseloads and staff performance. AI-powered analytics provide valuable insights into team dynamics, caseload trends and overall firm health. By identifying top performers and areas for improvement, firms can optimize their operations and enhance efficiency.

Filevine's AI also offers generative capabilities. The platform can summarize client applications and interactions, analyze lead sources to inform marketing strategies, and even generate demand letters and scan documents for insights. Additionally, it can automate immigration application processes and assist in document creation by generating summaries, charts and descriptions based on user prompts.

While Filevine is a powerful tool for many law firms, it has some limitations that may not suit all needs. For example, it currently lacks a dedicated section for subrogation liens in the draft closing tab. Its sorting and filtering options for reminders could be improved. Additionally, the restriction of assigning only one cost/trust account per organization may not align with regulatory requirements for larger firms.

Overall, Filevine is a valuable tool for solo practitioners and mid-sized law firms seeking to streamline their operations and leverage AI-powered insights. However, larger enterprises with more complex needs may find limitations that require careful consideration.

Pros & Cons

  • Customization: Filevine is highly customizable to suit various legal practices and case types.
  • Ease of Use: Most reviewers highlighted the platform’s user-friendly interface, making it easy to navigate.
  • Comprehensive Reporting Features: Its robust reporting tools help firms track data, performance and client conversion effectively.
  • Streamlined Client Communication: Features like two-way text messaging, document sharing and email linking simplify client communication while maintaining accountability.
  • Support for Remote Work: Many users praised its accessibility, allowing legal work from anywhere with an internet connection.
  • Easy Integrations: Filevine integrates well with other legal platforms, enhancing its versatility.
  • Customer Support Issues: Several users complained about poor customer service, long response times and challenges during onboarding and implementation.
  • Complex Setup: The initial setup and implementation process can be lengthy, requiring significant internal resources.
  • Glitches and Bugs: Some users experienced software glitches and technical issues, leading to workflow delays.
  • Documentation and Training: Reviewers expressed concerns about the lack of sufficient documentation and the need for more training.

Key Features

  • Case Management: Centrally access all case-related information, documents, notes, tasks and correspondence. Automate standardized procedures, tasks, reminders and deadlines. Use the activity feed to track tasks in real time, communicate with clients and pull up contextual information. Set up roles and permissions to control access and assign responsibilities. 
  • Lead Capture: Create client intake forms tailored to the firm’s needs. Automate follow-up tasks and communications required to convert potential clients. Use the dashboard to display tasks and track lead volume over time, lead sources, revenue by source and conversion rate. 
  • Integrations: Connect with Lead Docket to streamline lead referrals and access its vast library of integrations. Add over 2,000 applications through its API-based architecture. Seamlessly integrate with QuickBooks to synchronize legacy accounts. Other integrations include Google Calendar, Zapier, Office 365, Domo, Vinesign and Slack. 
  • Legal Documentation: Access an end-to-end document management module with unlimited storage and built-in editing and collaboration tools. The DocGen inclusion instantaneously creates custom contracts, retainers, firm reports, demand letters, interrogatories and more. Search for specific documents via custom document hashtags and OCR. Create custom folder structures to store legal documents separately based on practice areas or cases. 
    • Editing: Lock documents for edits. Edit PDFs, combine and insert documents and apply consistent identifiers to multiple sets of documents. 
    • Filevine Fusion: Use granular reporting to create dynamic documents, sophisticated forms, visuals and charts with a single click. Consolidate data from all over the system into a single document ready to download, print and email. Seamlessly fits into the firm’s existing workflows. 
  • Contracts: Leverage automated approval workflows, version control, custom alerts and real-time editing to manage the entire contract lifecycle. Use dynamic templates with conditional logic to create legally binding contracts instantly. Create custom contracts, letters and drafts in bulk with self-service templates. Seamlessly transfer legacy contracts with captured metadata and track legal obligations via dashboard snapshots. 
  • Reporting and Business Analytics: Generate reports on everything from tasks and notes to time entries and calendar events. Schedule automatic delivery of reports when required. Get data-driven insights on top performers, productivity, training opportunities, task completion rates, cumulative actions taken and more. Expand or limit report results by any condition or factor. 
    • Audit Reports: Record every activity registered in the system and store it for 30 days. Get actionable insights into staff productivity and business profitability. 
    • Filevine Periscope: Enable data visualization via the Periscope extension and expand raw datasets. Get recommendations on the best possible combination of workflows and actions for maximum productivity. Identify and standardize efficient workflows and eliminate ineffective habits.
  • Time and Expense Tracking: Track time from anywhere within the platform. Set up custom hourly rates for legal practitioners and define default rates for everyday expenses. Implement custom templates to streamline expense tracking. 
  • Billing: Seamlessly generate invoices and connect payments to the corresponding bills. Send invoices directly from the billing portal via email, fax or postal mail. Create, send and review active invoices via the billing control panel.
  • Guest Access: Configure permissions to provide temporary guest access to co-counsels, clients and others. Securely share important files, documents, updates and information. 
  • E-signature: Allow clients to electronically sign documents via drawing, typing or uploading an image of their signature. Use recyclable templates to add up to four signers per document and create custom fields for dates, initials and signatures. Track document status and get instant alerts about updates. Automatically save signed documents and contracts to associated folders. 
  • Security: Require clients and staff to sign in with a selfie to get past gesture authentication. 
  • Mobile App: Securely access case files and time tracking capabilities on the go with the mobile application. 
  • Legal Calendar: Always stay up to date with deadlines, Statute of Limitations, important events, meetings and client touchpoints. Schedule firm-wide meetings, appointments and tasks with the central calendar. Filter the view to drill down on specific staff and run calendar reports to create actionable tasks. 
Clio Grow
Clio Grow
Start Price
$49
Per User, Monthly
Company Size
Small Medium Large
Deployment
Cloud On-Premise
Platform
Mac Windows Linux Chromebook Android
Request Pricing Request Demo

Why We Picked Clio Grow

Will Clio Grow help your law firm grow its client base? Many users say yes. Clio Grow is lauded for its user-friendly interface and seamless integrations, which simplify the often-cumbersome client intake process. For instance, users praise its ability to automate tasks like sending engagement letters and collecting information through online forms, saving them valuable time and reducing errors. This streamlined approach not only enhances efficiency but also allows lawyers to focus on what matters most: their clients. However, some users have pointed out that Clio Grow can be a bit pricey, especially for smaller firms or solo practitioners. Additionally, occasional bugs and feature limitations have been reported, though these appear to be relatively infrequent. Think of it like a well-maintained car: it might have a few minor hiccups now and then, but overall, it gets you where you need to go reliably.

Clio Grow's emphasis on automation and client relationship management makes it stand out from the crowd. Unlike some competitors that focus primarily on case management, Clio Grow prioritizes nurturing leads and converting them into paying clients. This is achieved through features like automated email sequences, appointment scheduling, and personalized communication tools, all designed to enhance the client experience from the very first interaction. This makes it an ideal solution for firms looking to boost their client acquisition efforts and build stronger relationships that translate into long-term success.

In conclusion, Clio Grow is best suited for law firms that place a premium on efficiency, automation, and providing a stellar client experience. While it may not be the cheapest option on the market, its robust features and user-friendly design make it a worthwhile investment for those looking to streamline their intake process and grow their client base effectively.

Pros & Cons

  • Simplified Intake: Clio Grow makes it easier for legal professionals to manage the often cumbersome client intake process.
  • Lead Management: Users praise the software for its effectiveness in managing leads, enabling them to track and nurture potential clients.
  • Seamless Integrations: Clio Grow receives positive feedback for its ability to integrate with other tools, streamlining workflows for legal professionals.
  • Excellent Support: Users consistently highlight the strong customer support provided by Clio Grow, ensuring they receive assistance when needed.
  • Price: Some users find the pricing structure of Clio Grow to be expensive, especially for smaller law firms or solo practitioners with limited budgets.
  • Learning Curve: New users unfamiliar with legal practice management software may face a learning curve when adapting to Clio Grow's features and interface, potentially requiring additional time for training and adjustment.

Key Features

  • Client Management: Improve customer experience for existing clients and follow up with potential customers via the legal customer relationship management portal. Always keep track of tasks, client requirements and opportunities. 
    • Contact Management: Tag and organize retained clients, professional contacts and potential customers to get an organized overview of their contact and matter details on the dashboard. Encourage potential contacts to show up for consultations with a simplified scheduling process and automated reminders. 
    • Client Services: Choose from a variety of customizable intake forms and create documents instantly. Automatically set up tasks, reminders and personalized multi-step email campaigns to keep clients up-to-date about case proceedings, increase engagement and convert potential leads. 
    • Client Insights: Get detailed reports on client referrals, high-value contacts, conversion rates and profitable practice areas to improve client retention rates and advertise efficiently. 
  • Intake Management: Streamline the intake process with a completely digital client intake portal. Eliminate paper usage, redundant PDF forms and in-person consultations, organize important details about new clients and track their status in real time. 
    • Intake Processing: Create a public intake form, link it to the firm website and share it with clients via email or SMS. Automatically create to-do lists, documents and emails to speed up the intake process. All contact and matter information is automatically categorized in the client relationship management portal. 
    • Lead Tracking: Get status updates and matter overviews of potential clients in the Lead Inbox and Matter Pipeline portals. Identify exactly which prospective clients require a follow-up and when in order to sign retainers. 
    • Intake Tasks: Schedule appointments and follow up on meetings with the Scheduler extension. Check potential contacts against the firm’s records to identify conflicts of interest and repeat clients. 
    • Synchronization: After completion of the intake process, synchronize all documents, notes, events, intake form details, and related contacts with the firm database through the cloud. 
  • E-signature: Automatically prepare documents with integrated e-signature capabilities. Send and approve e-signatures securely in order to speed up business processes and remove bottlenecks. 
  • Document Management: Prepare and send documents and retainers for e-signatures. Clients can even sign the legal documents securely from their phones and tablets without ever having to download, print or mail them. 
  • Task Automation: Stay on top of matter updates, client appointments and pending requests with real-time tracking and alerts. Keep current and prospective clients in the loop with timed-delivery email scheduling, unlimited email templates and automated reminders. 
  • Client Intake Insights: Identify the most successful practice areas, matter types, referral sources and top-performing firm members and clients with advanced reporting and analytics modules. Organize client intake reports and lead sources to improve financial forecasting and eliminate redundancies. 
  • Calendar Management: Optimize schedules to prevent same day, back-to-back and last minute appointments. Book meetings and appointments online with the easy-to-use, calendar extension that automatically sends event reminders and appointment confirmation alerts and provides firm-wide visibility. 
INSZoom
INSZoom
Start Price
$50
Company Size
Small Medium Large
Deployment
Cloud On-Premise
Platform
Mac Windows Linux Chromebook Android
Request Pricing Request Demo

Key Features

  • Case Management: Manage and track all aspects of legal cases, including deadlines, documents and communication in a centralized repository. Easily view and manage case status, filing dates and important milestones. 
    • Customized Case Workflows: Streamline and automate routine tasks like data entry or document generation. 
    • Deadline Tracking: Track case deadlines and set automated reminders to avoid missing critical dates, reducing the risk of missed deadlines and associated penalties. 
  • Document Management: Organize and manage all legal documents related to immigration cases in a single place. Access all relevant case forms, applications, contracts and other important files. 
    • Document Version Control: Track and manage multiple document versions. Team members can collaborate effectively on documents by accessing the latest version. 
    • Document Automation: Create, assemble and distribute legal documents automatically, saving time and increasing efficiency. 
  • Time and Billing: Track billable hours and expenses, create invoices, and manage payments to bill clients accurately. 
    • Invoicing: Generate professional-looking invoices for clients and track payments based on predefined billing rules or time-tracking data. 
    • Trust Accounting: Manage client funds, including deposits, payments and refunds. Track all transactions and generate reports to comply with relevant regulations. 
  • Reporting and Analytics: Create custom reports and dashboards to track case information, financial data and performance metrics. Get a range of reporting options such as ad-hoc, scheduled and automated reporting. Export data in various formats like Excel and PDF. 
    • Financial Analytics: Analyze financial performance and profitability of cases and clients using detailed financial reports that provide insights into billing rates, billable hours, expenses and payments. 
    • Performance Metrics: Track key performance indicators (KPIs) and identify areas for improvement with performance metrics. View metrics such as case cycle time, client satisfaction and employee productivity to optimize legal operations. 
  • Collaboration and Communication: Collaborate with team members and assign tasks with ease. Clients can use a portal to access case information and documents. 
  • Compliance Management: Stay compliant with immigration regulations by providing alerts and reminders for key deadlines, managing compliance documents, and automating compliance checks. 
  • Secure Portal: Upload documents securely and communicate with the legal team. Access up-to-date information about cases and eliminate the need to visit the legal office for updates. 
  • Integrations: Integrate with various third-party apps, such as HR systems, eSignature tools and document management systems, to streamline workflows and simplify data management. 
  • Mobile App: Access and manage cases from anywhere, at any time, on any device. 
Bill4Time
Bill4Time
Start Price
$27
Per User, Monthly
Company Size
Small Medium Large
Deployment
Cloud On-Premise
Platform
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Why We Picked Bill4Time

Time is money, and when it comes to billing for your time, you need software that doesn't waste either. Bill4Time has been making waves in the legal software arena, but is it all hype or does it truly hold up in court? Let's delve into the jury's verdict on this popular time-tracking and billing solution.

Bill4Time users rave about its intuitive interface and robust features, especially its time-tracking capabilities. The ability to track time across projects with ease, generate detailed reports, and seamlessly integrate with accounting software streamlines the billing process, saving valuable time and ensuring accuracy. Users also appreciate the flexibility of the platform, allowing customization to fit individual workflows and preferences. However, some users find the mobile app to be less user-friendly than the desktop version, and others desire more advanced reporting options.

Compared to competitors like Clio and TimeSolv, Bill4Time stands out with its competitive pricing and user-friendly interface. While it may not have all the bells and whistles of some higher-priced options, it provides a solid foundation for time-tracking and billing needs, making it a compelling choice for solo practitioners and small to medium-sized law firms seeking an efficient and cost-effective solution.

Pros & Cons

  • Customizable Invoices: Users appreciate the ability to personalize invoices with their firm's branding and preferred layout, ensuring a professional presentation to clients.
  • Detailed Reporting: Bill4Time offers comprehensive reports that provide insights into billable hours, expenses, and overall firm performance, enabling data-driven decision-making.
  • Client Portal: The secure client portal facilitates seamless communication and collaboration, allowing clients to access invoices, make payments, and share documents conveniently.
  • Mobile App: The mobile app empowers attorneys to track time, manage expenses, and stay connected while on the go, enhancing flexibility and productivity.
  • Limited Functionality for Legal Professionals: Bill4Time may not be the best fit for all law firms due to limitations in features specifically designed for legal professionals, such as trust accounting and conflict checking.
  • Usability Challenges: Some users find the interface to be clunky and outdated, leading to a steeper learning curve and potential frustration during daily use.
  • Customer Support Concerns: A portion of users have expressed dissatisfaction with the responsiveness and effectiveness of Bill4Time's customer support, which can be crucial when encountering technical issues or needing assistance.

Key Features

  • Time Tracking: Track billable and non-billable time, staff contractors, consultants and internal non-client time with separate timers. Convert meetings to billable hours and run multiple timers at the same time. Review daily and weekly time entries to measure the firm’s productivity and financial health. Set up custom activity types and work code lists to improve efficiency. 
  • Expense Tracking: Upload images of receipts to track case-related expenses in real time. Leverage two-way image syncing to track expenses internally or charge a flat percentage markup. Comes with built-in configurable UTBMS billing codes. 
  • Integrations: Integrate with third-party applications such as QuickBooks, Outlook, Google Calendar, Box, NetDocuments, Cyber Revolution and more. 
  • Billing and Invoicing: Create pre-filled bills, detailed invoices and statements with configurable payment terms, currency and late fees. Set up tailored payment plans and link invoices to online payment options. 
    • Invoice Templates: Track the status of invoices in real time. Override default payment rates and add a brand logo, currency, company details, payment terms, late fees and more. Prepare invoices en masse and generate summary reports. Provide clients with flat rates, percentage discounts, hybrid billing options and online payment methods. 
  • Online Payments: Securely process online payments with various flexible payment options, including eCheck and credit cards. Ensure compliance with IOLTA, ABA and state bar guidelines. Run payment-related reports to maximize efficiency. 
  • Client Management: Get 24/7 access to client and project information from any device. Customize the dashboard for quick access to specific information, such as client info, outstanding balances, assigned account manager and more. Centrally store all case-related data, contacts and notes. Tailor the client’s budget according to the firm’s financial goals. 
  • Case Tracking: Organize cases with custom notes and files. Assign activities to specific cases and track pending tasks with the shared schedule. Get status updates on essential activities with the customizable notification center. 
  • Tasks: Set up automated workflows to assign, track and schedule tasks. Add custom descriptions, details, priority levels and due dates. Search for specific tasks with custom filters, such as due date, assigned employee, completion status and priority level. Convert completed tasks into time entries. 
  • Accounting: Get complete visibility of outstanding balances, credits and debits, pending projects and balance adjustments. Supports trust accounting. 
  • Reporting: Run preconfigured reports to evaluate accounting activity, client details, entry specifics, legal matter, user activity and productivity. Export recorded data in PDF or CSV format for analysis by external auditors. 
  • Client Portal: Provide clients with a self-service portal. Get real-time access to invoices, payment history, outstanding balances and the payment portal. Improve brand awareness by embedding the firm’s logo into the client portal and payment gateway. 
  • Customization: Prepare custom invoices to match the firm’s existing layout, data fields and format. Create custom reports with extra columns, optional views and additional filters. Set up custom rate tables with flexible billing rates. 
  • Firm Metrics: Leverage the configurable dashboard to track monthly performance metrics, measure key performance indicators, set utilization targets and develop competitive billing rates. Evaluate unique data points to generate actionable insights. Track the firm’s reputation on review sites and take corrective action where necessary.  
  • Data Security: Protect the firm’s data with 256-bit SSL encryption. Provide round-the-clock protection and comply with SSAE 18 SOC 1 reporting standards. 
  • Permissions and Access: Limit visibility into restricted information with permission-based access. Assign permissions for every function and provide third-party contractors with temporary access. Track logins automatically. 
  • Mobile Application: Get unrestricted access to the firm’s data, legal matters, dashboard and activity timers via a native app for mobile devices. Get daily, weekly and monthly progress reports, add case details, communicate with clients and view outstanding balances.  
  • Legal Documentation: Upload and store an unlimited number of case-related documents. Create custom folders and subfolders and share access with the entire firm. Leverage file duplication and templates to standardize document creation. Search for specific documents and quotes faster with fuzzy search. Implement completely new conventions or use the built-in structure.  
TimeSolv
TimeSolv
Start Price
$17.95
Company Size
Small Medium Large
Deployment
Cloud On-Premise
Platform
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Key Features

  • Time Tracking: Track the time spent on different tasks by starting and stopping multiple timers simultaneously. Keep track of billable hours for all clients and projects without switching between different time-tracking tools. 
    • Multiple Timers: Set up timers for various clients or projects and pause or resume anytime. Manage workload while ensuring that no billable time is lost or missed. 
    • Time Entries: Record time manually or import from calendar events, such as meetings and appointments. The automatic time capture feature helps track time spent on emails, calls and other activities. 
  • Billing and Invoicing: Create and send invoices quickly with one interface. Enter billable hours and expenses, set billing rates, and create customized invoices. Add discounts or write-offs to invoices and track payments received against each invoice. 
    • Customizable Invoices: Customize invoices with logo and branding. Choose from a variety of templates and add branding elements to create invoices that reflect the firm's unique identity. 
    • Multiple Billing Options: Offers multiple billing options, including hourly rates, flat fees, contingency fees or task-based billing to bill clients according to their needs. 
    • Automatic Invoicing: Schedule automatic invoicing and reminders for recurring payments, improving cash flow and reducing the risk of payment delays. 
    • Reporting: Monitor billing and invoicing activities and generate detailed reports that show billable hours, expenses, payments received and outstanding balances. Export reports in various formats, including PDF, Excel and CSV. Customize them to show data by client, project or time period. 
  • Accurate Record-keeping: Track all transactions related to client trust accounts accurately. Stay compliant with legal accounting rules and regulations and maintain a high level of trust with clients. 
    • Trust Reports: Generate trust account reports quickly with various report types, including client balance reports, transaction reports and trust account ledgers. 
    • Reconcile Trust Accounts: Stay on top of accounting tasks with a straightforward reconciliation process. Automatically calculate any discrepancies and allow legal professionals to resolve them quickly. 
    • IOLTA Compliance: Maintain compliance with IOLTA (Interest on Lawyers' Trust Accounts) regulations. Avoid penalties and build client trust. 
  • Centralized Document Storage: Store all case-related documents in one place to avoid managing multiple repositories and easily find and access records. 
    • Customizable Folders: Create document folders based on case type, client or other criteria. 
    • Searchable Documents: Search for documents based on keywords, dates and file types. 
    • Document Versioning: Keep track of all document versions and changes made over time. Always work with the most up-to-date version. 
    • Document Management Systems: Integrate with document management systems like Dropbox and Google Drive to access and manage files and avoid duplicate file storage. 
  • Mobile App: Easily access time and expense tracking, invoicing, and document management features from mobile devices. Stay on top of legal operations, even when out of the office. 
    • Time and Expense Tracking: Track time with automatic timers and customizable time entries. Record expenses by creating custom categories and uploading receipts from the mobile device. 
    • Invoicing: Create and send invoices with customizable templates, automated invoice generation and the ability to accept online payments. Monitor invoice status and send reminders to clients who still need to pay. 
    • Document Management: Access, upload and organize documents, set permissions, and collaborate with team members on the go. 
PracticePanther
PracticePanther
Start Price
$49
Per User, Monthly
Company Size
Small Medium Large
Deployment
Cloud On-Premise
Platform
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Why We Picked PracticePanther

During testing, I found PracticePanther relatively straightforward to set up. Customizing the platform with my firm’s logo and name was a breeze. Creating matters, assigning tasks and syncing calendars felt intuitive. Even integrating Panther Payments for online payments was smooth sailing. While the interface could use a design refresh, it’s functional and easy to navigate.

One standout feature is the matter creation process. The ability to categorize matters with tags and custom fields is beneficial. PracticePanther’s flexibility in handling different billing structures, including flat rates, hourly rates and retainers, is a major plus. The platform's automatic alerts for depleted retainer funds are a time-saver.

I'm also impressed with its document management capabilities. The integration with cloud storage and the version history feature is invaluable for maintaining document control. Creating custom templates for different document types is a convenient touch.

While PracticePanther offers a solid foundation for legal practice management, it presents some notable limitations. The billing process is particularly cumbersome. The absence of a streamlined review function, forcing users to open each invoice individually, significantly hampers efficiency. This contrasts sharply with other platforms that offer more intuitive billing and reviewing navigation.

Additionally, the lack of advanced features, such as integrated legal research tools, is a drawback for firms that rely heavily on online research. Although the software can track time, the absence of connections with research websites and tools means manual timekeeping, which can be error-prone and time-consuming.

Despite these shortcomings, PracticePanther is well-suited for solo practitioners and small law firms with relatively straightforward caseloads. Its ease of use and core features, such as matter management and document handling, make it a viable option for firms that prioritize these functions. However, for larger firms with complex caseloads or those that require advanced features like robust reporting and analytics, PracticePanther may fall short.

Pros & Cons

  • Ease of Use: Many users find PracticePanther easy to use, with an intuitive interface that makes it accessible for beginners without extensive coding experience.
  • Comprehensive Features: The software addresses critical legal practice management needs, offering tools for billing, invoicing, time tracking, case management, document handling and client portals.
  • Efficient Automation: PracticePanther offers automation for client onboarding, billing and document handling, streamlining workflows and saving time on repetitive tasks.
  • Easy Accessibility: The cloud-based platform, along with its mobile app, helps users access tasks and stay in touch with their operations from anywhere.
  • Streamlined Client Experiences: The platform offers client onboarding automation, unique portals and internal messaging tools that help simplify and streamline client-attorney interactions.
  • Performance Issues: Some users report the software being slow and unresponsive, particularly during peak usage times.
  • Bugs and Errors: A few users reported calculation errors in trust accounting and time tracking due to bugs and cookie issues.
  • Documentation Quality: The software’s documentation could be clearer and more user-friendly, particularly for new users.
  • Limited Reporting: The solution offers limited pre-built reporting templates and dashboard visualizations. However, the vendor offers assistance in designing custom ones.
  • Integration Challenges: Users have reported faulty integrations with third-party tools, especially with Zapier, Jubilee and Record Grabber.
  • Billing Limitations: The platform offers limited billing customizations and requires users to manually open each bill to see its content, making the review process slow and cumbersome.

Key Features

  • Case Management: Store detailed user information with ease, along with tags and follow-up updates, making it easy and organized.
    • Remote Access: Get quick overviews of all case-related information, including contacts, tasks, calendar entries, documentation and more. Automatically sync firm databases for unobstructed remote access from any device with an internet connection.
    • Contacts and Matter Management: Keep legal matters organized and up-to-date by adding relevant contacts, notes and bills. Limit access to sensitive matter information with controlled permissions. Securely collaborate with team members and share and recall data.
    • Conflict Search: Link contacts to matters for checking on conflicts of interest and parties represented by the lawyer.
  • Document Management: Manage all your documents in one place and set up automation to reduce repetitive tasks.
    • Centralized Repository: Store and manage all legal documents and files securely in a single location. Enhance efficiency by electronically sending documents for signatures, auto-populating client information, and creating custom templates to streamline document creation workflows.
    • Organized Access: Avoid wasting time searching for documents. Organize files by client and matter for easy retrieval. Use custom tags to categorize and filter your firm's legal documents.
    • E-Signatures: Expedite the document approval process by offering electronic signatures via email, text message or the client portal. Create and send multiple documents for eSignature in batches simultaneously.
    • Cloud Integration: Connect with leading cloud storage platforms like Dropbox, Google Drive, OneDrive and Box.com. This eliminates the need to switch between platforms and helps you sync all document changes automatically.
    • Customizable Templates: Boost document creation speed by uploading and using pre-defined templates. Automatically populate templates with your firm's information and client data. Track document progress through a dashboard with status indicators (incomplete, completed, in progress, overdue) and assign conditional tasks as needed.
  • Legal Billing: Never miss a billable hour with automated time and expense tracking tools.
    • Customizable Invoicing: Create professional invoices tailored to your firm's branding. Include client information, activity logs, notes and more. Assign specific billable rates based on user, activity, matter or contact for accurate fee calculations.
    • Integrated Payment Processing: Accept payments through various methods, including custom payment links, the client portal, phone or in-person transactions using Panther Payments, the native payment processor.
    • Billing Reports: Gain insights into your firm’s performance by generating detailed reports. Analyze billing trends and collections data, identify top-billed practice areas, and filter reports by custom tags, bank accounts, payment methods, contacts or matters.
  • Trust Accounting: Manage trust and operating accounts while automating compliance with IOLTA, ABA and all 50 state bar regulations. Stay informed about retainer balances by setting up automatic alerts. Receive notifications when trust account balances fall below pre-defined thresholds and perform daily three-way reconciliations for oversight of your trust account activity.
  • Legal CRM: Organize client data, gain a holistic view of cases, automate client onboarding and sync new client data from automated intake forms.
    • Custom Tags: Categorize contacts by client type (existing, potential etc.), professional contact or any other relevant category using custom tags. Use these tags to filter data and gain insights into your client base.
    • Client Portals: Provide clients with a secure online portal. They can access uploaded documents, communicate with your firm, review invoice balances and make online payments. The platform automatically populates client information from their intake forms to create accurate profiles.
    • Workflow Automation: Streamline client follow-up with automated workflows that trigger tasks and events based on pre-defined conditions. Automate appointment scheduling and send automatic reminders to clients, ensuring timely communication.
  • Calendaring: Create time entries, confirm client meetings, manage tasks and stay on top of court rule deadlines using a centralized calendar system.
    • Visualized Deadlines: Use color-coded tags to visually identify deadlines and events associated with specific contacts, matters and tasks.
    • Automated Time Capture: Convert appointments and events into time entries with a single click, ensuring all billable hours are captured and accurately allocated to the appropriate client.
    • Court Rule Integration: Connect with LawToolBox to sync pre-set and custom court rule deadlines with your PracticePanther calendar and workflows, keeping you ahead of important legal dates.
  • Integrations: Connect to a host of essential applications to improve the firm’s productivity and automation standards. Some popular applications it supports integrations with include Gmail, Microsoft Outlook, Microsoft Exchange, Box, Dropbox, Outlook, Google Calendar, Apptoto and many more.
  • Security: Protect firm data against vulnerabilities with 256-bit military-grade encryption. Limit platform access to authorized IP addresses and enable two-step authentication. Maintain client confidentiality and HIPAA compliance with Box.com’s secure storage capabilities.

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MyCase
$39
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Clio
$40
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Yes
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Quickbase
$35
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Needles
$85
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Needles
Filevine
$87
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No
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Filevine
Clio Grow
$49
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INSZoom
$50
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$27
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$17.95
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PracticePanther

All Estate Planning Software (38 found)

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CloudLex

by CloudLex
CloudLex
CloudLex is a SaaS platform for personal injury law firms to manage every step of intake, litigation, trials and settlement processes. It helps streamline communications, accountability, productivity, storage and collaboration across all departments.It offers a HIPPA-compliant document and data manager, client messenger, integrated calendars, settlement calculator, workflow automation, and expense management capabilities. A robust mobile app helps organizations stay on top of operations from any remote location.
User Sentiment User satisfaction level icon: excellent
Cost Breakdown
$10 - $100
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MerusCase

by Merus
MerusCase
Meruscase is a scalable cloud-based solution for firms of all sizes to save time on various practice operations: automate documents, track billable time and manage calendaring, email and legal cases. It provides 360 degree visibility of relevant case data with robust predictive searching modules. Users can batch scan documents and auto-populate forms using custom templates. Maximize revenues with intuitive time tracking, customized e-billing and comprehensive bookkeeping. Administrators can delegate tasks, while team members can collaborate on them with increased transparency using color-coded tiered calendaring. Leverage 35 built-in reporting modules to gain data-driven insights on billing and cash flow patterns, workloads, performance and more. Keeps data secure with SSL encryption and regular backups. The vendor also offers automatic updates, seamless migration, personalized training, unlimited cloud storage, remote accessibility and dedicated support.
User Sentiment User satisfaction level icon: excellent
Cost Breakdown
$10 - $100
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CASEpeer

by CASEpeer
CASEpeer
CASEpeer allows lawyers to manage their cases and clients in one place. It’s a cloud-based software that users can access from anywhere, anytime. It offers various features, including case, client, document and task management. Automated workflows, reporting options and task management modules support improved settlement metrics. It helps prioritize client experience with built-in self-service offerings and client portals.
User Sentiment User satisfaction level icon: excellent
Cost Breakdown
$10 - $100
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Firm Central

by Thomson Reuters
Firm Central
Firm Central is an end-to-end cloud-based solution that provides firms with a centralized interface to manage legal matters, accounting, calendaring, time tracking, billing and client communication. Users can track time and expenses efficiently from multiple devices and create flexible payment options and custom invoices for clients. Monitor legal workflows using its legal calendar with custom rules templates, deadline assistance, permissions-based access and multiple viewing options. Dashboards and reports provide up-to-date data-driven insights. It offers robust data security with encryption, compliant servers and 24/7 security monitoring. It also provides continuous data backups and seamless integrations. Users can access it from anywhere, from any device.
User Sentiment User satisfaction level icon: good
Cost Breakdown
$10 - $100
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Amicus Attorney

by Abacus Data Systems
Amicus Attorney
Amicus Attorney is a solution for legal practitioners to gain control over all aspects of the firm with ease of access to their clients, cases and documents. It saves time by automating time tracking, billing and invoicing. It also lets users manage legal work, client matters, tasks and deadlines accurately. Teams can collaborate through a centralized calendar to manage, share and update appointments and deadlines with its event linking, court date calculator and rule-based calendaring. It also offers document management to track and organize case documents and time tracking with time entry assistance. Collect payments faster by tracking client files and generating reminders. Its mobile app ensures access anytime, from anywhere. Improve communication and transparency through its client portal.
User Sentiment User satisfaction level icon: good
Cost Breakdown
$10 - $100
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CaseFox

by CaseFox
CaseFox
CaseFox is a comprehensive software that helps lawyers with client and case management, timekeeping, expense tracking, invoice generation, and more. Integration with Dropbox and Google Drive streamlines file sharing, backup and collaboration. Attorneys can easily share case files and contracts with clients, opposing counsel and other team members, reducing communication barriers and ensuring everyone is on the same page. A range of customizable features and reporting capabilities provide valuable insights into business operations to identify areas of improvement, increase profitability and make informed decisions.
User Sentiment User satisfaction level icon: excellent
Cost Breakdown
$10 or less
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ProLaw

by Thomson Reuters
ProLaw
ProLaw is an end-to-end solution designed for law firms to streamline and manage different aspects of their businesses. It provides inclusions to coordinate and support the processes of various facets of the firm, including executive, legal, IT and finance. It provides a cover-all integration with Microsoft Outlook, Word, Westlaw court rules and other popular applications to help lawyers build and maintain a productive, profitable practice. It provides real-time business intelligence on the health of the firm, enabling access to and management of all important processes on the go with the mobile app and online portal. It offers additional modules, such as card processing, e-billing, legal calendar and researching to address the entire matter lifecycle to service clients more efficiently and effectively. It also provides personalized training options to promote firm-wide literacy.
User Sentiment User satisfaction level icon: good
Cost Breakdown
$1,000 or more
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Time Matters

by PCLaw | Time Matters
Time Matters
Time Matters is a customizable cloud-based solution that provides a centralized database to optimize legal workflows, track billable hours and facilitate collaboration. Users can use it to generate workflows, forms and documents with customizable templates, as well as track billable time easily and remotely from any device. It can streamline legal workflows with task and deadline reminders, shared calendars and automated recurring processes. Legal teams can utilize transparent sharing, enhanced communication messenger and user access controls to collaborate efficiently. It offers seamless integrations to enrich its functionality, including PCLaw, Juris, Quickbook, Outlook 365 and MS Office. Firms can opt for its billing module, Billing Matters, to generate bills, acquire payments, organize accounts and more. Its personalized reporting modules can deliver data-driven insights on facets such as productivity and profitability. It also provides conflict-check searching, auto-entry forms, to-do lists, events and email management. It was acquired by PCLaw in 2019.
User Sentiment User satisfaction level icon: fair
Cost Breakdown
$100 - $500
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CARET Legal

by CARET
CARET Legal
CARET Legal (formerly Zola Suite) is a cloud-based practice management solution with integrated matter management, CRM, time tracking and billing capabilities. Businesses can centralize all firm and client data, track time and expenses, and manage operating and trust accounts. It helps prepare digital invoices, run financial reports and connect legal matters with associated contacts, documents, communications and tasks to get complete visibility over active cases. The built-in legal calendar tracks important events and touchpoints in real time. It complies with SOC 2 auditing standards and secures sensitive information via military-grade encryption and user permissions. Companies can expedite client onboarding with trigger-based workflows and intelligent forms. It integrates with third-party applications for continued scalability.
User Sentiment User satisfaction level icon: excellent
Cost Breakdown
$100 - $500
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CounselLink

by LexisNexis
CounselLink
LexisNexis CounselLink is a cloud-based software that helps corporate departments and law firms manage their legal operations. It offers a range of features to manage matters, invoices, vendors and reports in one place. Its powerful analytical and reporting capabilities enable teams to make data-driven decisions and optimize performance, resulting in better client outcomes. Centralizing matter and invoice management helps reduce administrative burdens and focus on higher-value work. With the ability to track budgets and spending, businesses can better allocate resources and mitigate the risk of overages.
User Sentiment User satisfaction level icon: good
Cost Breakdown
$100 - $500
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Tabs3

by Software Technology
Tabs3
Tabs3 is an integrated suite of solutions designed for law firms to streamline their entire matter lifecycle. Practices can opt and pay for only the modules they need, which include billing, practice management, general ledger, accounts payable and trust accounting. It requires minimal implementation and can be deployed either in the cloud or on-premises. It has an array of ways to review important metrics, track billable hours, send bills and get paid faster. In addition to modifying account structures with ease, users can stay on top of their cash flows by tracking and resolving invoices, bank statements, deposits and payments. It improves firm-wide monitoring with dashboards to visualize historical data and flexible reporting on productivity, profitability, billing and other aspects. Users can access it on the go from any device and use numerous integrations to enrich it.
User Sentiment User satisfaction level icon: excellent
Cost Breakdown
$10 - $100
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AbacusLaw

by AbacusNext
AbacusLaw
AbacusLaw is a legal practice administration and accounting PSA tool ideal for all types of law practices. It’s a suitable option for specialized law practitioners that focus on things like personal injury, criminal defense, civil litigation, estate planning, family law, insurance law and elder law. Users receive crucial case and client intel, ensure deadlines are met and gain total transparency in their practice. A few of AbacusLaw's capabilities include time tracking, case administration, form creation, billing and scheduling.
User Sentiment User satisfaction level icon: good
Cost Breakdown
$10 - $100
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Centerbase

by Centerbase
Centerbase
Centerbase provides a cloud-based end-to-end legal toolkit aimed at enabling mid-sized firms to securely manage practice workflows and improve the client experience. Firms can leverage its billing and payment modules including e-billing, online portal and various payment arrangements to get paid faster. Users can maximize billable hours using remote timekeeping, accessible timesheets and reviewing workbench. It provides comprehensive matter management with configurable workflows, real-time dashboarding and relevant details. Practices can monitor goals, projects, tasks, deadlines, meetings and court dates effortlessly with color-coded calendaring, project management and activity reminders.Administrators can utilize prebuilt and custom reporting and comprehensive controls to efficiently manage firm operations and make informed decisions. Users can streamline client intake and communication with its secure client portal. It also offers integrated legal and trust accounting modules and robust security.
User Sentiment User satisfaction level icon: excellent
Cost Breakdown
$10 - $100
Company Size
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Deployment
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Penelope Software

by Athena
Penelope Software
Penelope is a cloud-based software platform that enables NGOs, welfare aid institutions and multi-service health agencies to operate efficiently and securely navigate business data. Users can schedule appointments or events with available staff and resource visibility, using recurring or custom filters. Automate and configure workflows with triggers and deadline management. Bill clients, accept online payments and track account receivables with absolute transparency. Its unique interface enables keeping track of services, reporting, billings without compromising sensitive data.Law firms can access its over 130 built-in and custom reports to facilitate error detection using its DQIL (Data Quality Issue List) module. Its user-friendly mobile client portal improves client engagement and communication. Standard assessments and immersive online dashboards make data comprehension easy. Leverage its built-in smart forms with auto-population and revision control to track demographics, client history, treatment planning and goal tracking.
User Sentiment User satisfaction level icon: great
Cost Breakdown
$100 - $500
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Deployment
Cloud On-Premise
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Amicus Cloud

by Abacus Data Systems
Amicus Cloud
Amicus Cloud is a cloud-based solution that allows law firms to manage scheduling, legal matters, billing, time tracking and documents on-the-go from any device. A centralized dashboard provides access to all its functionality. Users can schedule and organize appointments and due dates for individuals or teams. Improve billing workflows with its background time tracking and payment processing modules.Hosted on Microsoft Azure, it provides comprehensive data security with encryptions, firewalls and instant data back-ups. Its seamless integrations include Microsoft Exchange, Office 365 and more.
User Sentiment User satisfaction level icon: good
Cost Breakdown
$100 - $500
Company Size
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Deployment
Cloud On-Premise
Platform
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CaseFleet

by LAWPRCT
CaseFleet
CaseFleet is an end-to-end case management software designed to help lawyers organize legal matters and case chronologies. Automatically create transcripts of any speech, connect claims to issues and review legal documents, audio and video. Provides a 360-degree view of cases with built-in visual timelines and chronological mapping tools. Administrators can assign tasks to multiple people, track current activities and set up email and popup notifications for important events and touchpoints. Sort cases and activities based on context, contacts, legal matter and more.Run preconfigured reports on the firm’s productivity and efficiency metrics. Secure user accounts and safeguard client and firm data with best practice frameworks, password hashing, data anonymity, two-factor authentication, single sign-on, account-based permissions and session tracking.
User Sentiment User satisfaction level icon: excellent
Cost Breakdown
$10 - $100
Company Size
Small Medium Large
Deployment
Cloud On-Premise
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Lawcus

by Lawcus
Lawcus
Lawcus is an end-to-end practice management software with built-in legal case management, client intake and CRM. Streamline time and expense tracking and set up automated workflows. The legal calendar gives a holistic view of upcoming events, deadlines, hearings and tasks. Closely monitor key performance indicators, pipeline value and financial health with built-in reports and a dashboard.Provides clients with self-service options through the secure client portal. Access best practice templates for client intake and legal documentation. Pre-fill documents with existing database information and process electronic signatures. Manage operating and trust accounts and accept online payments without added risk.
User Sentiment User satisfaction level icon: excellent
Cost Breakdown
$10 - $100
Company Size
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Deployment
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Law Ruler

by Law Ruler Software
Law Ruler
Law Ruler provides legal practitioners with integrated CRM, case management and billing solutions. Leverage dashboard analytics and immersive visualizations to get data-driven insights on productivity. Add a personal touch to automated workflows for daily procedures such as emails, appointments, invoices and e-Signature requests. Maintain complete visibility over the firm’s communication channels, including social media, digital marketing campaigns, calls and websites. Access a built-in settlement wizard to streamline contingency settlements. Sort contacts and leads with custom tags and reach them instantly via dedicated communication channels. Create online intake forms with the customizable form builder. Retrieve medical records in case of mass tort and personal injury cases. Use best practice templates to create legal documents and contracts. Automate calls and follow-ups with an AI-powered Click and Call Dialer. Integrate with Microsoft Office 365 for easy access to the entire enterprise technology suite.
User Sentiment User satisfaction level icon: excellent
Cost Breakdown
$10 - $100
Company Size
Small Medium Large
Deployment
Cloud On-Premise
Platform
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Buyer's Guide

Estate Planning Software Is All About Effectively Recording, Organizing and Tracking Client Documentation

By Riddhiman Roy, Market Analyst at SelectHub

Estate Planning Software BG Intro

Estate planning is an ongoing process because your estate changes as you progress through life’s phases. However, keeping track of daily changes can be tricky, and that’s where estate planning software shines. It helps collect and track every legal instrument required to handle your assets, keeping you ready for any unforeseen circumstance life may throw at you.

In this guide, we’ll explore the intricacies of these platforms, introduce you to the popular solutions and help you devise a personalized software selection strategy to pick the best fit for your business. Let’s dive in!

Executive Summary

  • Estate planning software helps lawyers record and organize documents governing the management of an individual’s assets after death.
  • Intelligent workflows and automation simplify daily administrative tasks.
  • The platform acts as a dedicated self-service portal for clients.
  • Choosing software requires careful internal assessment and market analysis to find the best features for your cause.
What This Guide Covers:

What Is Estate Planning Software?

Estate planning software is a set of tools that help you create and manage plans for asset distribution and transfer upon your or your client’s death or incapacitation. It’s a subset of legal practice management solutions that track assets, liabilities, income and expenses to adjust and keep estate plans up-to-date.

These platforms let you draft the three fundamental legal instruments you need to manage your estate and its tax implications:

  • Wills: Includes rules and regulations on distributing or transferring your assets upon death. These instruments are subject to court-supervised probate, which can be costly and time-consuming.
  • Trusts: It lets you appoint someone to manage your assets before or after death. Trust agreements may not require probate but are subject to estate taxes.
  • Powers of Attorney: You can define clauses to appoint someone to manage your assets if you become incapacitated. These instruments aren’t subject to probate or taxes.

Who’s It For?

Here’s how estate planning software can help different user segments:

  • Attorneys: A centralized database containing clients’ estate plans helps attorneys reduce error, improve accessibility and maintain compliance.
  • Financial Advisors: Facilitate client collaboration to assess the financial implications of various scenarios and develop wealth preservation and distribution strategies.
  • Individuals: The platform offers an intuitive and guided experience to create and manage estate plans without extensive legal background while considering important factors like beneficiaries, asset distribution, and healthcare directives.
Related Categories

Most Popular Estate Planning Software

When it comes to the best estate planning software, there are a few excellent contenders. As such, it’s difficult to outright declare one as the absolute best out there. Therefore, we’ve shortlisted the three most popular solutions for your reference:

MyCase

MyCase is one of the simplest but most efficient legal document management software. A centralized and secure document storage module ensures you can access important case files anywhere at any time.

The customizable filtering system makes it easier to track legal documents and isolate certain information. Document templates and automated workflows ease administrative, maintenance and document preparation tasks, saving significant time and money.

MyCase

Custom fields help you store and pull relevant information in a few seconds. Source

The interactive dashboard provides visibility into pending tasks, deadlines, reminders and meetings. Automation also helps with client intake and onboarding processes and provides insights into your sales pipeline.

Clio

Clio is all-in-one legal software with a specialized will and estate planning module. You can use custom fields to store and find key client information easily, including dates of birth, marriage and death, types of assets, and health insurance.

Clio

Customizable dashboards give you an overview of upcoming events and to-do lists. Source

The platform connects with WealthCounsel to draft different types of legal documents quickly and accurately. You can also use the intelligent time tracker to automatically calculate time spent on a specific estate and add it to billable hours.

Quickbase

Quickbase is a project management platform and not a bespoke legal solution for attorneys and estate planners. However, the platform’s flexibility makes it an ideal option for small firms without the budget.

Quickbase

Design custom mobile-optimized platforms to stay on top of operations from anywhere. Source

It’s an intuitive and low-code application that you can customize to facilitate document organization, department collaborations and workflow automation. It centralizes client information, tracks key dates and enables seamless communication to involve all concerned parties throughout the planning process.

 

Primary Benefits

The benefits of estate planning software extend to both lawyers and clients.

Estate Planning Software Primary Benefits

Streamline Document Management

You can use customizable templates to draft different types of legal documents with a few clicks. Neatly organize documents in a centralized database with appropriate tags and labels for easy access from anywhere.

Access Case Files Remotely

Estate planning involves continuous back-and-forth meetings between attorneys and clients to iron out finer details and keep a plan ready. Remote access nullifies the need to carry physical copies of estate plans and other case-related documents.

Advanced systems also offer video conferencing tools, allowing you to conduct meetings anywhere worldwide.

Improve Client Relations

Always keep clients in the loop and improve engagement by offering self-service portals to access, review and approve estate plans and other documents on demand. You can also define rules and design client intake funnels with automated welcome messages, intake forms and meeting schedules.

Get Insights for Business Growth

Built-in reporting tools provide additional insights into your sales pipeline, lead sources, referrals, productivity and revenue. Compare your firm’s KPIs to industry standards to identify possible areas of improvement. Advanced analytics of high-performing referrals and sources can help you capitalize on business opportunities and grow exponentially.

Allocate Resources Intelligently With Automation

Automation takes care of daily repetitive tasks, including time tracking, task assignments, reporting, documentation and client communications. Let the estate planning software take care of the administrative side of things while your lawyers do what they do best. Optimized resource management is the gateway to minimizing errors and omissions while maximizing profits.

Key Features & Functionality

Estate Planning Features

Intake Forms

Standardize information collection procedures with custom intake forms and workflows. Configure fields to collect, record and label relevant case information, including important dates, contact details, next of kin and more.
Document Templates

Draft documents quickly with customizable templates compatible with multiple common scenarios. Configure these templates to sync with the client’s individual circumstances while maintaining compliance with state-specific regulations.
Document Management

You can color-code, label and categorize estate planning documents for easy access. Store all relevant documentation in a central data repository and facilitate remote access to authorized devices.
Estate Analysis and Calculators

Perform a thorough analysis of your assets to calculate estate tax, if applicable, and identify potential issues with your estate plans. Stress test your existing plans to isolate and remediate any loopholes or redundancies.
CRM

You can choose from industry-specific templates to automatically reply to generic queries and concerns. Use the platform as a client portal to allow clients to access case files and estate plans. Set up automated notifications, schedule meetings, request eSignatures and send electronic bills.
Analytics

Access real-time analysis of your sales pipeline, productivity, financials and referral sources. You can use this information to bolster failing systems and identify growth opportunities for your firm.

Software Comparison Strategy

When it comes to selecting software, the one-size-fits-all notion doesn’t work. Each platform has unique sets of features and benefits catering to the requirements of different types of lawyers. You must carefully analyze your requirements and the software market to determine what’s best for you.

Start by gathering your business executives to discuss the major pain points you’re trying to solve and prioritize the legal software features that can help you. Consider the following factors when compiling your checklist:

  • Platform Capability: Standalone features should be enough for a small portfolio. However, mid to large-sized law firms may require more robust capabilities, including HR tools, employee scheduling modules and case management tools, to expect a reasonable ROI.
  • Compatibility: Check if the platform can connect with other third-party software your business uses. Additionally, make sure it supports every local jurisdiction, law and process under which you operate.
  • Flexibility: Look for platforms that can accommodate your unique requirements and let you customize documents, reports and billing per your needs.
  • Mobility: If you have employees working out of the office, remote access can be a potent tool.
  • Data Handling: Depending on your firm’s geographical location and branches, you may need to prioritize data localization to safeguard your clients’ data based on government regulations.
  • Usability: Getting stuck with a platform that has a clunky interface happens way more often than it should. The only way to avoid that is to try product demos and trial periods before making the final purchase.
  • Support: Depending on your firm’s IT expertise, choose a vendor that can offer adequate training, onboarding and ongoing support.

We’ve simplified the software selection process into nine easy steps, called the Lean Selection methodology. It ensures you analyze your requirements, prepare a budget and analyze the market to identify the best solution for your problems. Give it a shot!

Cost & Pricing Considerations

The cost and pricing considerations for estate planning software will vary depending on your preferred deployment method. For on-premise deployments, you’ll have to pay the total amount upfront or as part of a payment plan. On the other hand, a cloud-delivered platform will include subscription charges depending on the total number of active users.

Other than that, there are a few other miscellaneous charges you should look out for:

  • Premium support
  • Data migration
  • Adding new team members
  • Additional features
  • Third-party integrations

Questions to Ask

We’ve prepared a list of preliminary questions to help you understand your firm’s requirements and communicate them better to potential vendors. The more questions you ask, the better your odds of finding the right software for your needs will be.

To begin with, here are a few questions you should ask yourself:

  • What volume of legal documentation do we need to process?
  • Do we require remote access?
  • Do we need to prioritize any new or existing integrations?
  • What laws and regulations do we need to comply with?
  • Do we require any specialized legal forms?

Estate Planning Software Key Questions To Ask

Here are a few questions to start a dialogue with potential vendors:

  • Does the platform provide a mobile app?
  • What kind of security system does the vendor provide?
  • Does the vendor provide live or in-person product training?
  • Does the software come with a client portal?
  • What file formats and conversions can the software support?

FAQs

Can you use legal software to prepare a will?

Most legal solutions offer customizable templates to create accurate and compliant wills from scratch. But if your goal is simply to create a will, legal software might be an overkill. It’s like using an F1 car to drive to a local grocery store.

Various online will-makers can help you create legally binding contracts at affordable prices without attorney assistance. Some of the popular ones are:

How do I organize my estate plan?

Estate planning can be confusing and sometimes overwhelming. Here’s a quick rundown of the essential documents your plan should ideally include:

  • Insurance policies
  • Financial account statements
  • Ownership documents of assets, mortgages, deeds and titles
  • Balance statements for outstanding debts

Beyond that, here’s a short estate planning checklist that can help you organize the process:

  • Create a testament.
  • Arrange for disability income insurance.
  • Define instructions for the transfer of your business.
  • Consider a living trust and power of attorney.
  • Identify a guardian for your children’s care and inheritance.
  • Prepare for estate tax obligations.

What are the seven steps in the estate planning process?

Here’s a quick rundown of the seven steps:

  • Wealth Identification: Take inventory of all your valuables and assets.
  • Family Needs: Consider your family’s requirements — Do you have children who might need a guardian? Are there any family members with special needs?
  • Beneficiary Designation: Without a plan, your estate will go to the court. To avoid that, identify a list of family, friends and favorable charities to pass on your estate.
  • Estate Division: Create trusts to control your estate’s distribution to beneficiaries. 
  • Document Compilation: Collect and store every important document mentioned above.
  • Plan Revisions: Birth, death, marriage or divorce of family members can drastically affect your estate plan. Make sure to revisit and revise it so it doesn’t become obsolete.
  • External Assistance: It’s a good idea to get professional help, as the legal landscape has many small nuances that could negatively impact your plan.

Next Steps

If your firm specializes in estate planning, there’s much to gain from the right software. Take your time and weigh the benefits against any possible cost and pricing considerations to determine the optimum ROI for your business. Prepare a shortlist and compare them against our most popular estate planning software section to see what works best for you.

You can also use our free comparison report to analyze top solutions based on custom criteria. If you’ve made it this far, you’re almost at the end of your software selection journey. We hope this guide will help you reach a satisfactory conclusion to your search. Happy selecting!

Product Comparisons

Product Comparisons

About The Contributors

The following expert team members are responsible for creating, reviewing, and fact checking the accuracy of this content.

Riddhiman
By Riddhiman Roy
Technical Content Writer
As a Senior Technical Content Writer at SelectHub, Riddhiman Roy delivers content about eCommerce, legal, employee scheduling, procurement, hotel management and property management software. He holds a Master's in multimedia journalism from the Indian Institute of Journalism and New Media. When he is not fighting huge-article-ogres and evil Grammarly suggestions, you can find him in his natural habitat grooving to music and banging his drumkit.
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Vidhi
Technical Research By Vidhi Kanodia
Senior Analyst
Vidhi Kanodia joined SelectHub after graduating from Osmania University in Hyderabad. Building on the hands-on experience she gained there, she expertly reviews peer research work in categories like procurement, PLM, eCommerce, insurance, hotel management, risk management and legal software.
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Shashank
Technical Review By Shashank K K
Principal Analyst
After graduating with a Masters in Finance from Trinity College Dublin, K K Shashank's research and detail-oriented skills led them to SelectHub. He has diverse knowledge across various software categories like Accounting, Financial Planning and Analysis, Ecommerce, Risk Management, PLM, Insurance and more since 2020.
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Pooja
Edited By Pooja Verma
Content Editor
Pooja Verma is a Content Editor and Senior Market Analyst at SelectHub, who writes and edits content for endpoint security, legal, CRM, fundraising software, eCommerce, and mental health software. She earned a literature degree from Miranda House, DU and also holds Master’s in Journalism from Symbiosis Institute of Media and Communication in India. In her free time, you can spot her reading a book or binge-watching the latest web series and movies.
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