Legal Project Management Software (Our Top 5 Picks)

Key Takeaways: 

• A project management system can help attorneys to improve productivity and streamline practice management.
• With so many options available, it can be hard for a law firm to know which tool is worth putting time and effort into before using it.
• These are the five best platforms for project management for law firms and why they work so well.
• Array Digital partners with law firms to facilitate successful law firm practice management including helping our law firm clients to utilize digital marketing to build their brand.

Knowing which legal software will help streamline your projects and fit the size and needs of your law firm is essential. You want to practice law, not spend all your time and focus on project management. We are here to talk about some of the best legal project management software for your law firm, let’s get down to business.

What is project management for law firms?

Imagine every client you take and every task within the work you have to do for your client has a project. Legal project management is a process for tracking and systemic processes that allow you to navigate your practice in an effective manner.

This type of law firm software helps practices with their day-to-day tracking and management. A wide range of software solutions exist, and not all of them are equally fitting or easy to use.

What features should I look for in legal project management software?

We recommend choosing a legal project management solution specifically designed for the areas of concern within your firm. There are several key features most law firms benefit from, including:

• Tasking: Outline each of the tasks you must complete for each of your clients.
• Document management: This feature keeps all client documentation organized and efficiently managed.
• Reporting capabilities: This feature can tell you how well your practice is doing in various ways.
• Financial tracking: From accounts receivable to accounts payable, this tool can be versatile enough for most financial management features.

To help you choose the best legal project management system, we encourage you to check out the following recommendations. Even if you select another task tool, these are the features that often support attorneys in the work they do.

1. Asana

One of the most recognized options in legal project management is Asana (and across various other industries as well). Easy to use and learn, Asana is a comprehensive platform that allows for legal project management, time tracking, task tracking, and collaboration within your team.

Price: $0 to $24.99 per month, depending on the number of people and the plan

Key features:

• Automated workflows
• Utilizes the Kanban management style
• Visualize projects in action
• Easy tracking of projects with no significant learning curve
• Customizable dashboard, which makes it excellent for attorneys with numerous legal projects

2. Trello

Trello is another visual-style project management tool for law firms. It’s easy to use overall and allows you to customize the setup to fit the way you manage your law firm. It is an excellent choice for those who want a more laid-back tool that’s fairly easy to set up or use.

Price: $0 to $17.50 depending on the number of people utilizing it and the features.

Key features:

• Excellent navigational tools and a visual layout
• Cloud-based, which allows members anywhere to work together
• Nice drag-and-drop functionality for simplistic applications
• Integrates well into most other software for law firms
• Built-in automation to help streamline activities and support productivity

3. Redbooth

A lesser-known law firm management tool, Redbooth has several features to offer users. It’s more tailor-made for law firms, enabling users to streamline workflow, track projects, and collaborate with others. This project management tool can significantly improve productivity in organizations that want a streamlined, central platform.

Price: $9 per user per month

Key features:

• Creates templates you can customize to fit your needs
• Assign tasks to users and monitor them to completion
• Easy access to files
• More of a traditional layout and look for organizing workspaces
• Rather easy to use and can get you and each of your legal departments online quickly

4. Clio

Clio is another cloud-based software program that’s easy to use and excellent for remote teams. It offers a range of project management tools and has no complicated learning curve. The setup is also rather simple—most firms can plug it in and start using it right away.

Price: $39 to $139 depending on the plan selected

Key features:

• Easy case management features (good for managing contracts and saving files)
• Payment integration
• Integration with various other tools you may be using
• Case management system is robust, with ample flexibility for users
• Once learned, it can improve the productivity of any member of the firm

5. ClickUp

ClickUp is a bit different in that it is designed to help attorneys streamline their operations with a goal-focused format. It allows you to see progress as you go, collaborate as needed with various members of the firm, and organize all components of your projects in one area. If you are a smaller law firm and you want a free version with robust features, ClickUp works well.

Price: $0 – $12

Key Features:

• Live chat features
• Time tracking that’s easy to use
• Automation that’s built-in
• Excellent checklists and Gantt chart access
• Great option for those who like to use specific integrations and tools

Additional resources

• Web design for family lawyers: If you’re a family law firm, these web design tips and strategies can help to streamline your client’s interactions. These are the best features for a family law firm website.
• 10 Best CRM Software Tools for Lawyers: A CRM is an excellent tool for managing your legal connections and client relationships. Not all work well for law firms. These are the 10 best CRMs for lawyers.
• Template vs Custom: Elevating Your Law Firm’s Website: Here’s the truth: are template law firm sites worth your money? Learn more about what a custom site is and whether it’s actually worth it.
• Website Redesign: The Cause Behind Your Traffic Nosedive: When traffic stops or isn’t coming in at the rate you need, these are likely the reasons why. We break down what to do about each concern.

Why law firms partner with Array Digital

Array Digital is committed to creating digital marketing strategies that position law firms at the top of their industry within their local area, driving leads and building success. We create custom strategies for each client.

Testimonials

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“Kevin and his team at Array Digital are true professionals and really know what they are doing. I highly recommend working with Kevin and his company. Also, check his podcast out as it is a great resource for all types of attorneys.” — Ben L.

“The entire team at Array Digital is amazing! They are incredibly knowledgeable and very quick to respond to their clients’ needs or concerns. If you are looking for a professional team to handle your website, I definitely recommend them!!!” — Donna T.

Feel confident in your law firm’s project software

Put our team at the top of your to-do list. At Array Digital, we offer comprehensive resources and tools to help lawyers streamline their operations and build a successful online practice presence. Give our strategists a call today for some initial growth strategy steps.