Total 548 reviews

4.6

All reviews are from verified customers

Rating Distribution

5

Stars

77%

4

Stars

14%

3

Stars

5%

2

Stars

1%

1

Stars

3%

Satisfaction score

Ease of use

10

Value for money

10

Customer Support

10

Functionality

9

JJ
James J.

Not Specified, N/A employees

Less than 6 months

4.0

User friendly tool

Pros

What I love most about it is how user-friendly it feels. When I sign in, the key details I rely on are immediately visible and easy to find. On top of that, I appreciate having a single button available on every page that jumps me to any part of the site, it's extremely handy!

Cons

My only real problem is with the mobile app which feels like a wrapped version of the website rather than a native application. I'd much prefer a true iPhone-native app designed for mobile so I wouldn't have to constantly scroll or pinch-zoom to navigate and get tasks done quickly and smoothly.

Rating Distribution

Ease of use

8

Value for money

10

Customer Support

10

Functionality

7

MS
Michelle S.

Law Practice, 1-10 employees

Less than 6 months

5.0

Simple accounting integrations

Pros

I really appreciate how smoothly it connects with many of our current accounting and payment tools, including QuickBooks and LawPay.

Cons

Personally, I find that some features I'd expect as baseline aren't included yet, for example, workflows can't trigger from the moment a prior step is marked complete, instead every workflow follows preset dates rather than being event-driven.

Rating Distribution

Ease of use

10

Value for money

10

Customer Support

10

Functionality

8

TL
Timothy L.

Law Practice, 1-10 employees

Less than a year

5.0

simple platform with responsive support

Pros

When I was in charge of operations at my previous company, I frequently felt frustrated by my inability to use available technology in a thoughtful and efficient manner. Changing long-standing mindsets at an established firm seems to be a real hurdle that keeps many organizations from adopting technological solutions and, just as importantly, from continuing to use them. So when I chose to start fresh, I spent weeks putting virtually every software option through its paces. I tested the patience of several support teams as I pushed different platforms to their limits to ensure they could be adapted to the way I work and think. After I discovered it, it became clear I had found what I was looking for. The platform feels simple, is forward-thinking and addresses the priorities I care about most. Support responds quickly and efficiently. I'm genuinely excited to have it as a partner in running my practice.

Cons

I have no complaints

Rating Distribution

Ease of use

10

Value for money

10

Customer Support

10

Functionality

10

LW
Lisa W.

Law Practice, 1-10 employees

Free Trial

5.0

Paperless intake with automation

Pros

One thing I really appreciate is that I can automate my documents and create templates so clients can use an iPad to complete intake forms and similar items. It's made a noticeable dent in the amount of paper we use around the office.

Cons

Would love a persistent widget or mini-timer I could keep open at all times so tracking my time would be quicker and less fiddly.

Rating Distribution

Ease of use

10

Value for money

10

Customer Support

10

Functionality

9

SB
Scott B.

Not Specified, N/A employees

Less than 6 months

5.0

Outstanding support with secure billing

Pros

The support team is outstanding, they reply incredibly fast (I've had responses in as little as ten minutes) and have resolved every problem I've thrown at them. Beyond that, the app is easy and user-friendly, yet it satisfies all of my firm's requirements. I've become much more organized and my invoicing process is far smoother, plus I can exchange information with clients securely. To top it off, their pricing is more competitive than others in the market. I honestly think it's a no-brainer.

Cons

Honestly, I don't have many problems with this software. If I had to nitpick, they could introduce a few extra capabilities, like support for multiple trust accounts, but I've heard those features are on their roadmap and should be rolling out soon, so I really can't complain.

Rating Distribution

Ease of use

10

Value for money

10

Customer Support

10

Functionality

10

KB
Karen B.

Not Specified, N/A employees

Less than 6 months

5.0

easy mobile time tracking

Pros

Whenever I've forgotten to log a time entry at the end of the day, I can whip out my phone and add it in no time at all! I tried out a number of different web-based practice management systems before I finally settled on it and at first I thought I might go with a competitor. After actually using it, though, I found the overall user experience to be far better than the other options I had tested. I also really value their customer service and support, they consistently help with any questions I have and are open to suggestions for additional features.

Cons

Some parts of the software aren't the easiest to navigate and I do find a few features a bit clunky but their customer service is outstanding and always ready to assist, so every question I've had has been resolved.

Rating Distribution

Ease of use

9

Value for money

10

Customer Support

10

Functionality

9

S
Steve

Law Practice, 1-10 employees

Less than 6 months

5.0

aligned practice management

Pros

Before we started using it, our office depended mostly on paper files and a basic online calendar to manage appointments and deadlines. Switching to it has unlocked so many new possibilities that have helped our expanding firm stay organized and operate more smoothly. The platform lets our attorneys focus more of their time on clients' legal matters rather than administrative tasks. It also boosts each lawyer's ability to serve their clients effectively. I'd recommend other lawyers give it a shot and see for themselves how it can help them keep up with cases and reach their full potential.

Cons

Not thrilled with how the folders are arranged in the box, I'd prefer them sorted by matter rather than by client. It would also be helpful to have a way to clearly separate matters that are closed from those still open.

Rating Distribution

Ease of use

9

Value for money

10

Customer Support

10

Functionality

9

SB
sara b.

Law Practice, 11-50 employees

Less than 6 months

5.0

Accurate time tracking tools

Pros

For me, it's incredibly simple to record my time each day and I'm also a big fan of the timer feature because it lets me log exactly what I do with precise, accurate detail.

Cons

I haven't come across anything I dislike so far, the whole app feels very easy and is simple for me to grasp and use without any confusion.

Rating Distribution

Ease of use

10

Value for money

10

Customer Support

10

Functionality

9

AH
Alex H.

Law Practice, 1-10 employees

Less than 6 months

5.0

Simple billing and invoicing

Pros

I've found the app incredibly user-friendly, especially for logging billable hours, generating invoices smoothly and emailing them to clients, it has simplified my time tracking and invoice creation so much and saved me a lot of time.

Cons

Honestly, I can't really think of many downsides, although I do wish the calendar would sync with events I already have scheduled elsewhere, it does offer its own calendar, however.

Rating Distribution

Ease of use

10

Value for money

10

Customer Support

10

Functionality

10

AL
Alexandra L.

Law Practice, 1-10 employees

Free Trial

5.0

Reliable core practice features

Pros

For my needs, it's reliable and lets me rapidly create files, generate bills and produce invoices, honestly, what else could I want?

Cons

I'd like it to be more aligned and offer step-by-step prompts as I work, like asking whether I'm trying to do X or Y with simple multiple-choice options. I really dislike wrestling with tech, so the faster I can get in and out, the better.

Rating Distribution

Ease of use

10

Value for money

10

Customer Support

10

Functionality

10

M
Moze

Not Specified, N/A employees

Less than 6 months

5.0

Responsive and open support

Pros

I've rarely experienced customer support this helpful. The team feels energetic and approachable and I really appreciate how open they are to listening to suggestions and feedback.

Cons

There are no downsides from my perspective.

Rating Distribution

Ease of use

10

Value for money

10

Customer Support

10

Functionality

10

M
Mary

Not Specified, N/A employees

Less than 6 months

5.0

Unified tools improve workflow

Pros

Using this tool has been very smooth and easy for me. Before we switched, my team had to rely on multiple programs that didn't work together, so tasks were repeated constantly. Since starting with it, things are running much more efficiently.

Cons

I really wish I'd bought the software earlier, it would have saved us time. Also, there are additional features I'm interested in that could help us raise efficiency even further and align more of our workflows.

Rating Distribution

Ease of use

10

Value for money

10

Customer Support

10

Functionality

10

AD
Angela D.

Law Practice, 1-10 employees

Less than 6 months

5.0

Powerful integrations and client portal

Pros

Honestly, I can't praise this tool enough. It connects effortlessly with Box, QuickBooks, LawPay and Office 365. Moving client and matter information was surprisingly quick and within hours of setting up our account, we were ready to go. My clients love the Client Portal, they can securely upload documents, send private messages, view invoices and pay online. We left another platform, Rocket Matter, after two weeks due to integration issues but it has been a total relief. Their tech support actually solves problems instead of giving generic "no" answers. Whenever I ask if something is possible, the team finds a way to make it work. Overall, we're extremely happy with the platform.

Cons

Not all features were immediately obvious which frustrated us at first but as we kept using the system and explored its capabilities more, we became increasingly satisfied with our decision.

Rating Distribution

Ease of use

10

Value for money

10

Customer Support

10

Functionality

9

AW
Anne W.

Law Practice, 1-10 employees

More than a year

5.0

Logical layout with updates

Pros

The software is organized very logically which makes it easy for me to navigate. I also like that updates and new features are regularly added by the developers.

Cons

My trust accounting experience has gotten a lot better over time but there are still a few rough edges that bother me. The other main issue I run into relates to time entry: while we can add several time entries at once (up to ten), there's no option to kick off a timer directly on those rows on that screen, something I haven't formally suggested yet, and if I sign in from my phone or another computer before saving the list, all of the entries on the screen disappear and I lose that information.

Rating Distribution

Ease of use

9

Value for money

9

Customer Support

10

Functionality

8

CP
Cameron P.

Not Specified, N/A employees

More than a year

5.0

Affordable access across devices

Pros

What stands out most for me is the affordable pricing, the interface that's simple to use and the ability to access it from anywhere, web, phone, or tablet. The support team is always responsive and helpful and new features are rolled out consistently.

Cons

On the downside, it can occasionally feel sluggish and pages may take a long time to load which frustrates me during busy work. I'd also like to see more pre-made document templates tailored to specific practice areas so I'm not reinventing the wheel. For example, having standard templates that a personal injury attorney would commonly use for a given matter or form would save time. Although it lets me build and reuse my own templates, it would be far more convenient if certain practice-specific templates were available out of the box.

Rating Distribution

Ease of use

9

Value for money

9

Customer Support

10

Functionality

8

TW
Todd W.

Not Specified, N/A employees

Free Trial

5.0

Next level legal management

Pros

In a previous firm, I used Clio which was a step up from Time Matters. Starting my own firm led me to this tool which is another level entirely. We don't use all its features yet but the parts we do use are amazing. Clients fill out intake forms online and the system automatically generates estate planning documents. I can see revenue per client and overall and LawPay integration makes invoicing extremely simple for both my team and clients. It covers everything Clio did and more and the pricing is excellent.

Cons

I have no complaints.

Rating Distribution

Ease of use

10

Value for money

10

Customer Support

10

Functionality

10

C
Corbin

Not Specified, N/A employees

Free Trial

5.0

All in one legal tool

Pros

As a practitioner, I find it excellent for managing all aspects of my practice: invoicing, time tracking, billing and contact management. I'd wholeheartedly recommend it.

Cons

I don't have any complaints.

Rating Distribution

Ease of use

10

Value for money

10

Customer Support

10

Functionality

10

GS
Geri S.

Law Practice, 11-50 employees

Less than 6 months

4.0

Shared calendar visibility

Pros

The calendar feature has been a game-changer for me. I can view everyone's schedules which makes coordinating meetings and deadlines much easier than with our old system.

Cons

Occasionally we run into trouble connecting to Box Sync through it, it seems like a temporary hiccup but our office still experiences interruptions that affect file syncing.

Rating Distribution

Ease of use

10

Value for money

10

Customer Support

10

Functionality

9

D
David

Legal Services, 1-10 employees

Free Trial

5.0

Automated data into forms

Pros

I really value being able to pull client information directly into legal forms whenever I need it, it saves a ton of time.

Cons

When it comes to invoices, I find there isn't a lot of flexibility available for customizing them to my preferences.

Rating Distribution

Ease of use

10

Value for money

10

Customer Support

10

Functionality

8

J
Juan

Law Practice, 1-10 employees

More than a year

5.0

Templates simplify daily work

Pros

The template feature has become essential for my daily work.

Cons

I've noticed the app only lets me set up an email template to notify recipients about an invoice and another one to nudge them to pay it, I really wish there was an option to design and save more varied email templates for different scenarios.

Rating Distribution

Ease of use

10

Value for money

10

Customer Support

10

Functionality

9