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SimpleLaw

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Lawyerist Rating for SimpleLaw

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Rating Breakdown

Our Rating: 4.1/5

Our rating is based on our subjective judgment. Use our resources—including our rating and community ratings and reviews—to find the best fit for your firm.

4.1/5

Product Details

Apps
  • Web
Installation
  • Cloud
Software Integrations
  • Dropbox
  • G Suite
  • LawPay
  • Microsoft Outlook
  • OneDrive
  • QuickBooks Online
  • DocuSign
  • Microsoft Office 365 Calendar
  • HubSpot

Core Features

For Law Practice Management Software, the following are essential features, and you should therefore expect to see a check in every box in this section.

Yes
No

Case/Matter Management

Matter management is the defining feature of law practice management software, of course. However, some software is targeted at specific practice areas and may implement case management in different ways in order to manage information specific to those practice areas.

Client/Contact Management

Managing clients and other contacts is a core feature of law practice management software.

Task Management

Basic task management includes creating tasks with due dates that can be associated with cases/matters and assigned to different lawyers. Some products stick to pretty basic task management, while others offer enough features to make any Getting Things Done devotee happy.

Calendar

As with email, this feature means a full calendar client, not just an integration with Outlook or Google Calendar.

Timekeeping

Timekeeping is a core feature of practice management software, essential for lawyers who bill by the hour but useful even for those who don't.

Conflict Checking

An actual conflict checker is more than just a search box. This applies to software that actually has a conflict checking feature. Implementation varies, but at a minimum you should be able to search the entire database for matching names. It should check for conflicts accurately and intuitively, allow for a lateral hire to input their conflict database into the system, work quickly when new clients call, and comply with the rules of professional conduct for checking conflicts.

Email Client

Does it include a full email client? (Alternative solutions that don't amount to an email client, like plugins for Outlook or Gmail, do not earn a check for this feature. See software integrations, below.))

Text Messaging

Can you send and receive text messages and associate them with your matters?

Document Management

Basic document management allows you to add documents and associate them with your cases/matters.

Document Assembly

Loading your firm’s document templates into your law practice management software can save time and ensure consistency. This check means basic document assembly suitable for form letters, invoices, etc. For advanced document assembly, you’ll probably need additional software.

Secure Client Portal

Basic Bookkeeping

This means basic checkbook register–style bookkeeping, which is more limited than full accounting. You should be able to keep track of your operating accounts and reconcile your balances, but you may still need full accounting software.

Trust Accounting

This means you can track your client trust accounts, including expenses and payments. It is normal to see trust accounting without basic bookkeeping or full accounting, in which case you will need something else for accounting.

Full Accounting

Some software includes full double-entry accounting features, making additional accounting software unnecessary.

Billing & Invoicing

Does the software allow you to send bills or invoices?

Online Payments

Payment processing is increasingly offered either as an included or add-on feature, especially with cloud-based law practice management software.

Open API

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Additional Details about SimpleLaw

Paralegal support. SimpleLaw offers on-demand paralegal support from vetted and experienced paralegals. If you need extra help on a project, just post it through the software’s interface and they’ll connect you with a paralegal. If you like working with a particular person, you can request that person for your project. This is a great option to have for those moments when you need extra help on a case.

Referral network. SimpleLaw is unique in that it offers you access to a network of fellow attorneys and clients. Potential clients can reach out to attorneys directly with secure direct messaging and lawyers can uncover co-counsel by searching the system. This makes it easy to share documents, notes, and other information with clients and co-counsel without needing to take extra steps. SimpleLaw also lets you network and work with attorneys you may not otherwise have the opportunity to meet.

Pay for what you use. SimpleLaw charges a monthly fee to use its cloud-based platform and secure client portal. If you don’t have any open and active cases during a 30-day period, you don’t pay. You only pay when you have an active case on SimpleLaw.

Not sure where to begin? Download our Field Guide

Take the guesswork out of researching, purchasing, and implementing the right legal tech products and services for your law firm. Our Field Guide answers your essential questions and breaks down the features most important to your business, so you can buy with confidence.

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