Kleos Legal Software

What Is Kleos?

Kleos, by Wolters Kluwer, is a cloud-native legal practice management software that connects matter management with the business side of running a law firm. It brings case information, documents, emails, deadlines, time records, billing, and invoices into one system, giving lawyers a clearer view of their matters, lowering the need to piece information together from separate applications. Kleos also integrates with Microsoft applications such as Word and Outlook, allowing lawyers to continue using familiar tools while keeping their work connected to the system.

The Kleos App allows lawyers to access case and client information from their tablets and smartphones, making it easier to stay informed when working outside the office or meeting clients. Kleos also supports accounting requirements that vary across different markets, helping firms manage financial processes according to local requirements. With financial information connected to matter management, firms can track billing and profitability at the matter level while monitoring cash flow and outstanding invoices across the practice. This gives lawyers and firm leaders better insights into both matter performance and the firm's overall financial position.

What Is Kleos Best For?

The software stands out with its Expert AI functionality, which brings generative AI into legal document and case analysis. Lawyers can use plain-language prompts to search, summarise, analyse, compare, and extract information from documents such as PDFs, Word files, emails, and attachments.  

At the document level, it can extract clauses, obligations, dates, inconsistencies, arguments, and other relevant details, so lawyers may not have to manually search through lengthy material. At the case level, it draws on related documents and matter data, including deadlines, tasks, appointments, and events, to help lawyers understand the wider context of a case. This makes Expert AI particularly useful when lawyers need to quickly understand complex documents or active matters, prepare for client meetings and hearings, or identify relevant information across a case without relying solely on keyword searches.

How Much Does Kleos Cost?

Kleos pricing starts at €69/user/month for its Core plan. Additionally, the following pricing plans are available:  

• Advanced: €99/user/month
• Advanced+: €109/user/month

Additionally, users may also incur potential extra costs. The following figures are estimates and may vary depending on provider terms and requirements.

• Implementation: €1,000–€8,000 (approximately $1,150–$9,200)
• Data Migration: €500–€6,000 (approximately $575–$6,900)
• Training And Onboarding: €500–€3,500 (approximately $575–$4,025)
• Integrations: €500–€5,000 (approximately $575–$5,750)
• Scanners And Document Hardware: €300–€2,000 (approximately $345–$2,300)

Disclaimer: The pricing is subject to change.

Kleos Integrations

The software supports integration with platforms such as:

• Microsoft Teams
• Stripe
• Microsoft Outlook
• Libra
• Microsoft Word

How Does Kleos Work?

Log in to your Kleos account then follow the steps below to use its features:

• Create case files to store and link client information, documents, emails, appointments, tasks, contacts, timesheets, and invoices
• Store documents and emails in case files, create documents from templates, and connect to Microsoft Office tools
• Manage appointments, tasks, timesheets, progress notes, and deadlines within each case file
• Record billable work and expenses, create invoices, and check on outstanding payments
• Share documents and case information with clients or outside partners through Kleos Connect
• File pleadings, applications, and other documents electronically through the supported eJustice services
• Pull reports and dashboards covering financial data, billable work, expenses, outstanding payments, and other firm information

Who Is Kleos For?

Kleos software is suitable for organizations and professionals in the legal industry:

• Small and mid-sized law firms
• Corporate legal departments
• Independent lawyers and attorneys

Kleos Use Cases

Based on our analysis of Kleos’s current capabilities, we have identified key scenarios where this software is a good fit for law firms:

1. Law Firms Tracking Deadlines And Status Across Many Open Matters

As a firm takes on more active cases, keeping track of which deadlines are coming up and where each matter stands might become harder to manage manually. Kleos addresses this through case management features that link tasks, deadlines, and status updates directly to individual files. Firms managing many open matters can therefore keep track of what is due and where each matter stands, which can decrease their reliance on separate calendars or spreadsheets.

2. Practices Required To File Documents With Judicial Authorities Electronically

For practices required to file documents electronically with judicial authorities, keeping track of frequent submissions could make it difficult to link each filing to the relevant matter. Kleos' eJustice functionality enables practices to prepare and submit pleadings and other legal documents electronically to judicial authorities. This gives firms a more direct way to handle required digital filings while keeping them connected to the relevant case.

3. Firms Extracting Clauses, Facts, And Terms From Lengthy Documents

Finding a specific clause or fact in a lengthy contract or case file may require extensive manual reading, particularly when a deadline is approaching. Kleos Expert AI lets users ask questions about document content in plain language and identify specific details such as clauses, dates, and arguments. It can help lawyers get to the relevant information relatively faster when reviewing dense legal material.

4. Firms With Lawyers Working Across Multiple Locations

The Kleos App and Kleos Connect give lawyers access to case files from wherever they are, along with a secure way to exchange data with clients or external parties. Legal teams whose staff regularly move between branch offices, courtrooms, and client meetings may value this kind of access, since their work rarely happens from one fixed office or workstation.

5. Firms Standardizing Recurring Document Formats

Producing the same types of legal documents repeatedly can lead to inconsistent formats when lawyers create them independently. Kleos' document automation capabilities and Document Creator PLUS allow firms to create reusable templates for contracts, standard filings, and client correspondence. This gives firms a consistent starting point for recurring documents and helps minimize the need for each lawyer to recreate the same format from scratch.

Is Kleos Right For You?

If you are a law firm looking for software to manage cases, documents, billing, and client information in one platform, then Kleos could be a strong fit. Research In Action's latest Vendor Selection Matrix report ranked Kleos the top Law Firm Management SaaS Solution in Central Europe. The platform runs on Microsoft Azure and relies on its security setup, including encryption, firewalls, threat detection, backup, and disaster recovery. Its servers are located in the European Union (EU), in an ISO 27001 certified data center, and the platform supports GDPR compliance.

More law firms are turning to AI for document analysis and legal research. With that shift, how a vendor handles data privacy and AI responsibly has become a point of comparison. Kleos keeps prompts and results inside its own system. Client data and documents are not used to train public AI models, and document use is limited to answering the specific questions a user asks.

Still doubtful if Kleos software is the right fit for you? Contact us at (661) 384-7070 for further guidance.