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Overview

Legal CM streamlines legal case management, helping firms reduce administrative burdens and enhance client communication. While there are occasional delays in document uploads, its structured workflows and automation capabilities make adoption worthwhile, improving efficiency and productivity over time.

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Starting Price
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Legal CM Specifications

Case Management

Document Management

Client Management (CRM)

Billing & Invoicing

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What Is Legal CM?

Legal CM is a cloud-based legal case management software designed for law firms. The software offers features such as invoice creation, an intuitive dashboard, a quotation engine, and custom forms. It streamlines case handling, reduces administrative overhead, and enhances client communication.

By centralizing case data and automating routine tasks, Legal CM helps law firms operate more efficiently, maintain transparency with clients, and improve overall productivity without the need for extensive IT infrastructure.

Legal CM Pricing

Legal CM pricing is scalable for firms of all sizes.

  • Conveyancing cases - £12 + VAT/completion
  • Non-conveyancing cases - £50 + VAT/user/month.
Setup includes a starter pack (£1,000 + VAT), training (£400 + VAT/day), and optional custom setup at £100 + VAT/hour. Request a custom Legal CM cost quote for your business.

Disclaimer: The pricing is subject to change.

Legal CM Integrations

Legal CM integrates with Dropbox DocSend. To see more integrations in action, watch a free Legal CM demo.

Who Is Legal CM For?

Legal CM software serves a wide range of industries and sectors, including:

  • Law firms
  • Conveyancing practices
  • Real estate agencies
  • Legal consultancy
  • Property management
  • Estate planning services
  • Litigation support services

Is Legal CM Right For You?

Are you looking for a legal case management solution that streamlines workflows and improves client communication? Legal CM offers a suite of tools designed to optimize case handling, reduce administrative overhead, and boost overall productivity.

Legal CM complies with the General Data Protection Regulation (GDPR), ensuring all personal data is securely handled. The software features robust security protocols and a cloud-based architecture that scales to meet growing firm needs.

Still not sure if Legal CM is right for you? Contact our customer support team at (661) 384-7070, who will help you make the best decision.

Legal CM Features

Legal CM features an intuitive process-driven dashboard that alerts users to outstanding tasks across teams. By clearly highlighting priorities, it ensures deadlines are met, reduces the risk of missed actions, and enhances overall case visibility for smoother day-to-day management.

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Diaries in Legal CM track future, due, and overdue tasks for teams, fee earners, and individual users. With fully configurable schedules linked to workflows, this feature ensures nothing is overlooked, enabling consistent case progression and timely completion while improving accountability across the firm.

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This feature automates reminders to clients, brokers, or estate agents when action is required. By using portal prompts and email chases, Legal CM reduces delays, accelerates case progress, and minimizes manual follow-ups, allowing staff to focus on core legal work instead of chasing consultants.

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The software includes a quotation engine for conveyancing that integrates with firm websites. It allows quick, fully priced quotes to be sent to clients or generated online, streamlining client onboarding. Automatic matter creation and client care letter dispatch further enhance efficiency and reduce administrative workload.

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Custom Forms enable firms to create data-capture forms for staff or clients. Sections and questions can be shown or hidden based on responses, supporting multiple input types. Completed forms integrate with matters, improving data collection, reducing errors, and facilitating smoother submission of required legal documents.

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Pros And Cons of Legal CM

Pros

  • Simplifies case handling compared to paper files

  • Highly customizable to fit unique firm workflows

  • Ensures secure and accurate handling of payments

Cons

  • Occasional delays in email and document uploads

  • Rare minor technical glitches during high usage

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Frequently Asked Questions

Yes, Legal CM offers a mobile app.

Legal CM pricing is scalable, with conveyancing cases at £12 + VAT per completion and non-conveyancing cases at £50 + VAT per user, per month. Setup and training options are also available. Request a custom Legal CM price quotation.

Legal CM provides support via phone and contact form.

Legal CM integrates with Dropbox, enabling seamless document management and workflow automation.

No, Legal CM does not provide API access.

Legal CM supports the English language.

Legal CM serves law firms, conveyancing practices, real estate agencies, legal consultancy, property management, estate planning services, and litigation support services.

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