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Best Legal Practice Management Software for Medium-Sized Businesses

Neya Kumaresan
NK
Researched and written by Neya Kumaresan

Products classified in the overall Legal Practice Management category are similar in many regards and help companies of all sizes solve their business problems. However, medium-sized business features, pricing, setup, and installation differ from businesses of other sizes, which is why we match buyers to the right Medium-Sized Business Legal Practice Management to fit their needs. Compare product ratings based on reviews from enterprise users or connect with one of G2's buying advisors to find the right solutions within the Medium-Sized Business Legal Practice Management category.

In addition to qualifying for inclusion in the Legal Practice Management Software category, to qualify for inclusion in the Medium-Sized Business Legal Practice Management Software category, a product must have at least 10 reviews left by a reviewer from a medium-sized business.

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G2 takes pride in showing unbiased reviews on user satisfaction in our ratings and reports. We do not allow paid placements in any of our ratings, rankings, or reports. Learn about our scoring methodologies.

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6 Listings in Legal Practice Management Available
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    G2 Score
Litify
(202)4.2 out of 5
Optimized for quick response
View top Consulting Services for Litify
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Entry Level Price:Contact Us
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Litify helps law firms and corporate legal departments achieve better business performance with an all-in-one platform that standardizes, measures, and improves their legal operations. Our industry-le

    Users
    • Paralegal
    • Legal Assistant
    Industries
    • Legal Services
    • Law Practice
    Market Segment
    • 53% Mid-Market
    • 45% Small-Business
    User Sentiment
    How are these determined?Information
    These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
    • Litify is a software that helps in organizing and tracking legal cases, integrating tasks, messaging, and documents into a single system for law firms.
    • Reviewers like the ease of use, the ability to customize the software to their needs, the seamless coordination between team members, and the comprehensive features that Litify offers.
    • Users experienced issues with the software running slowly, difficulty in navigating the system, problems with document management, and a steep learning curve for new users.
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • Litify Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    67
    Organization
    27
    Case Management
    26
    Features
    25
    Customization Options
    23
    Cons
    Usability Issues
    20
    Document Management
    18
    Slow Performance
    14
    Time Consumption
    12
    Functionality Issues
    11
    View All Pros and Cons
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Litify features and usability ratings that predict user satisfaction
    8.2
    Ease of Use
    Average: 8.4
    8.1
    Workflow
    Average: 8.2
    8.1
    Contact Management
    Average: 8.5
    8.4
    Dashboard
    Average: 8.3
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Litify
    Company Website
    Year Founded
    2016
    HQ Location
    New York, NY
    Twitter
    @LitifyHQ
    663 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    160 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Litify helps law firms and corporate legal departments achieve better business performance with an all-in-one platform that standardizes, measures, and improves their legal operations. Our industry-le

Users
  • Paralegal
  • Legal Assistant
Industries
  • Legal Services
  • Law Practice
Market Segment
  • 53% Mid-Market
  • 45% Small-Business
User Sentiment
How are these determined?Information
These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
  • Litify is a software that helps in organizing and tracking legal cases, integrating tasks, messaging, and documents into a single system for law firms.
  • Reviewers like the ease of use, the ability to customize the software to their needs, the seamless coordination between team members, and the comprehensive features that Litify offers.
  • Users experienced issues with the software running slowly, difficulty in navigating the system, problems with document management, and a steep learning curve for new users.
Litify Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
67
Organization
27
Case Management
26
Features
25
Customization Options
23
Cons
Usability Issues
20
Document Management
18
Slow Performance
14
Time Consumption
12
Functionality Issues
11
View All Pros and Cons
Litify features and usability ratings that predict user satisfaction
8.2
Ease of Use
Average: 8.4
8.1
Workflow
Average: 8.2
8.1
Contact Management
Average: 8.5
8.4
Dashboard
Average: 8.3
Seller Details
Seller
Litify
Company Website
Year Founded
2016
HQ Location
New York, NY
Twitter
@LitifyHQ
663 Twitter followers
LinkedIn® Page
www.linkedin.com
160 employees on LinkedIn®
Assembly Neos
(257)4.5 out of 5
3rd Easiest To Use in Legal Practice Management software
Save to My Lists
Entry Level Price:Contact Us
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Neos, powered by Assembly Software, is an AI-driven, cloud-based case management platform that combines the best of pioneering case management software Needles and TrialWorks. It transforms the way fi

    Users
    • Paralegal
    • Legal Assistant
    Industries
    • Legal Services
    • Law Practice
    Market Segment
    • 84% Small-Business
    • 16% Mid-Market
    User Sentiment
    How are these determined?Information
    These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
    • Assembly NEOS is a tool for PI case management that provides all case-related information in one place, including communication with clients.
    • Users like the ease of use, the ability to customize categories and scoring, the attachment of direct evidence to CWs, and the efficient document management system that reduces clutter and minimizes the risk of losing important information.
    • Users reported issues such as lack of an iOS app, difficulty in initial configuration of the organizational structure and user permissions, system freezing or logging out randomly, and the inability to delete a folder if no longer needed.
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • Assembly Neos Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    126
    Case Management
    60
    Organization
    55
    Features
    49
    Customer Support
    42
    Cons
    Functionality Issues
    35
    Usability Issues
    24
    Missing Features
    23
    Document Management
    20
    Software Bugs
    18
    View All Pros and Cons
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Assembly Neos features and usability ratings that predict user satisfaction
    8.9
    Ease of Use
    Average: 8.4
    9.0
    Workflow
    Average: 8.2
    9.0
    Contact Management
    Average: 8.5
    8.9
    Dashboard
    Average: 8.3
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Assembly Software
    Company Website
    Year Founded
    1985
    HQ Location
    Coral Gables, FL
    Twitter
    @AssemblyCMS
    281 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    145 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Neos, powered by Assembly Software, is an AI-driven, cloud-based case management platform that combines the best of pioneering case management software Needles and TrialWorks. It transforms the way fi

Users
  • Paralegal
  • Legal Assistant
Industries
  • Legal Services
  • Law Practice
Market Segment
  • 84% Small-Business
  • 16% Mid-Market
User Sentiment
How are these determined?Information
These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
  • Assembly NEOS is a tool for PI case management that provides all case-related information in one place, including communication with clients.
  • Users like the ease of use, the ability to customize categories and scoring, the attachment of direct evidence to CWs, and the efficient document management system that reduces clutter and minimizes the risk of losing important information.
  • Users reported issues such as lack of an iOS app, difficulty in initial configuration of the organizational structure and user permissions, system freezing or logging out randomly, and the inability to delete a folder if no longer needed.
Assembly Neos Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
126
Case Management
60
Organization
55
Features
49
Customer Support
42
Cons
Functionality Issues
35
Usability Issues
24
Missing Features
23
Document Management
20
Software Bugs
18
View All Pros and Cons
Assembly Neos features and usability ratings that predict user satisfaction
8.9
Ease of Use
Average: 8.4
9.0
Workflow
Average: 8.2
9.0
Contact Management
Average: 8.5
8.9
Dashboard
Average: 8.3
Seller Details
Seller
Assembly Software
Company Website
Year Founded
1985
HQ Location
Coral Gables, FL
Twitter
@AssemblyCMS
281 Twitter followers
LinkedIn® Page
www.linkedin.com
145 employees on LinkedIn®

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SurePoint Legal Management System (LMS)
(32)3.9 out of 5
Save to My Lists
Entry Level Price:Contact Us
  • Overview
    Expand/Collapse Overview
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Seller Details
    Expand/Collapse Seller Details
Product Description
How are these determined?Information
This description is provided by the seller.

The SurePoint Legal Management System (LMS) is a comprehensive software solution designed specifically for law firms to enhance their financial operations and overall management. This platform enables

Users
No information available
Industries
  • Law Practice
  • Legal Services
Market Segment
  • 69% Mid-Market
  • 31% Small-Business
SurePoint Legal Management System (LMS) Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
14
Navigation Ease
7
Customer Support
4
Data Centralization
4
Organization
4
Cons
Poor Customer Support
6
Poor Reporting
3
Software Bugs
3
App Crashes
2
Complexity
2
View All Pros and Cons
SurePoint Legal Management System (LMS) features and usability ratings that predict user satisfaction
7.4
Ease of Use
Average: 8.4
7.2
Workflow
Average: 8.2
6.6
Contact Management
Average: 8.5
7.5
Dashboard
Average: 8.3
Seller Details
Seller
SurePoint Technologies
Company Website
Year Founded
1976
HQ Location
Cincinnati, Ohio
Twitter
@surepointtech
93 Twitter followers
LinkedIn® Page
www.linkedin.com
206 employees on LinkedIn®
Clio Manage
(783)4.6 out of 5
Optimized for quick response
1st Easiest To Use in Legal Practice Management software
View top Consulting Services for Clio Manage
Save to My Lists
Entry Level Price:$49.00
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Ranked #1, Clio is the leading legal practice management software with built-in AI capabilities and the most 5-star reviews. Proudly used by 150,000+ lawyers from mid-sized, small & solo firms.

    Users
    • Attorney
    • Paralegal
    Industries
    • Law Practice
    • Legal Services
    Market Segment
    • 94% Small-Business
    • 4% Mid-Market
    User Sentiment
    How are these determined?Information
    These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
    • Clio Manage is a legal practice management software that offers features for contact management, task tracking, custom fields, templates, and billing.
    • Reviewers appreciate the software's user-friendly interface, seamless integration into daily routines, and accessible customer service, as well as its ability to streamline operations and enhance efficiency in law firms.
    • Users experienced issues with the software's lack of customization for standard fields, occasional outages or glitches, and the need for frequent assistance from Clio specialists to understand how to use certain features.
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • Clio Manage Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    79
    Document Management
    48
    Billing
    40
    Features
    38
    Document Sharing
    32
    Cons
    Missing Features
    34
    Document Management
    29
    Limitations
    19
    Integration Issues
    18
    Usability Issues
    16
    View All Pros and Cons
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Clio Manage features and usability ratings that predict user satisfaction
    9.0
    Ease of Use
    Average: 8.4
    8.6
    Workflow
    Average: 8.2
    9.0
    Contact Management
    Average: 8.5
    8.8
    Dashboard
    Average: 8.3
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Clio
    Company Website
    Year Founded
    2008
    HQ Location
    Burnaby, BC
    Twitter
    @goclio
    16,380 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    1,639 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Ranked #1, Clio is the leading legal practice management software with built-in AI capabilities and the most 5-star reviews. Proudly used by 150,000+ lawyers from mid-sized, small & solo firms.

Users
  • Attorney
  • Paralegal
Industries
  • Law Practice
  • Legal Services
Market Segment
  • 94% Small-Business
  • 4% Mid-Market
User Sentiment
How are these determined?Information
These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
  • Clio Manage is a legal practice management software that offers features for contact management, task tracking, custom fields, templates, and billing.
  • Reviewers appreciate the software's user-friendly interface, seamless integration into daily routines, and accessible customer service, as well as its ability to streamline operations and enhance efficiency in law firms.
  • Users experienced issues with the software's lack of customization for standard fields, occasional outages or glitches, and the need for frequent assistance from Clio specialists to understand how to use certain features.
Clio Manage Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
79
Document Management
48
Billing
40
Features
38
Document Sharing
32
Cons
Missing Features
34
Document Management
29
Limitations
19
Integration Issues
18
Usability Issues
16
View All Pros and Cons
Clio Manage features and usability ratings that predict user satisfaction
9.0
Ease of Use
Average: 8.4
8.6
Workflow
Average: 8.2
9.0
Contact Management
Average: 8.5
8.8
Dashboard
Average: 8.3
Seller Details
Seller
Clio
Company Website
Year Founded
2008
HQ Location
Burnaby, BC
Twitter
@goclio
16,380 Twitter followers
LinkedIn® Page
www.linkedin.com
1,639 employees on LinkedIn®
Aderant Expert
(39)3.3 out of 5
View top Consulting Services for Aderant Expert
Save to My Lists
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Conduct the business of law so your fee earners can focus on the practice of law. Aderant Expert is a legal software solution that delivers global financial management, case and matter management, tim

    Users
    No information available
    Industries
    • Law Practice
    • Legal Services
    Market Segment
    • 67% Mid-Market
    • 28% Enterprise
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • Aderant Expert Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Accounting Management
    1
    Document Sharing
    1
    Ease of Use
    1
    Cons
    Billing Issues
    1
    Not User-Friendly
    1
    Technical Issues
    1
    View All Pros and Cons
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Aderant Expert features and usability ratings that predict user satisfaction
    7.2
    Ease of Use
    Average: 8.4
    7.5
    Workflow
    Average: 8.2
    7.2
    Contact Management
    Average: 8.5
    8.8
    Dashboard
    Average: 8.3
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Aderant
    Year Founded
    1978
    HQ Location
    Atlanta, GA
    Twitter
    @Aderant
    1,983 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    832 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Conduct the business of law so your fee earners can focus on the practice of law. Aderant Expert is a legal software solution that delivers global financial management, case and matter management, tim

Users
No information available
Industries
  • Law Practice
  • Legal Services
Market Segment
  • 67% Mid-Market
  • 28% Enterprise
Aderant Expert Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Accounting Management
1
Document Sharing
1
Ease of Use
1
Cons
Billing Issues
1
Not User-Friendly
1
Technical Issues
1
View All Pros and Cons
Aderant Expert features and usability ratings that predict user satisfaction
7.2
Ease of Use
Average: 8.4
7.5
Workflow
Average: 8.2
7.2
Contact Management
Average: 8.5
8.8
Dashboard
Average: 8.3
Seller Details
Seller
Aderant
Year Founded
1978
HQ Location
Atlanta, GA
Twitter
@Aderant
1,983 Twitter followers
LinkedIn® Page
www.linkedin.com
832 employees on LinkedIn®
Operations & Finance
(24)3.6 out of 5
Save to My Lists
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Operations & Finance - the leading suite of natively integrated time, compliance, and pricing software - offers partners, pricing, and LPM teams an integrated approach to planning and managing pro

    Users
    No information available
    Industries
    • Law Practice
    Market Segment
    • 50% Enterprise
    • 50% Mid-Market
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Operations & Finance features and usability ratings that predict user satisfaction
    7.7
    Ease of Use
    Average: 8.4
    0.0
    No information available
    0.0
    No information available
    0.0
    No information available
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Intapp
    Year Founded
    2000
    HQ Location
    Palo Alto, CA
    Twitter
    @intapp
    2,692 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    1,360 employees on LinkedIn®
    Ownership
    NASDAQ: INTA
Product Description
How are these determined?Information
This description is provided by the seller.

Operations & Finance - the leading suite of natively integrated time, compliance, and pricing software - offers partners, pricing, and LPM teams an integrated approach to planning and managing pro

Users
No information available
Industries
  • Law Practice
Market Segment
  • 50% Enterprise
  • 50% Mid-Market
Operations & Finance features and usability ratings that predict user satisfaction
7.7
Ease of Use
Average: 8.4
0.0
No information available
0.0
No information available
0.0
No information available
Seller Details
Seller
Intapp
Year Founded
2000
HQ Location
Palo Alto, CA
Twitter
@intapp
2,692 Twitter followers
LinkedIn® Page
www.linkedin.com
1,360 employees on LinkedIn®
Ownership
NASDAQ: INTA
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