SimpleLegal

“The best tool for legal budgets”

Pros

I consider this one of the best in-house legal budget management tools available for businesses today. It does so much more than just help with budgeting.... I can also seamlessly track expenses, manage vendors and monitor all related financial items in one centralized place. It gives me the control and visibility I need to keep our legal spending efficient, accountable and fully aligned with our business goals.

Cons

In the beginning my experience with the onboarding and integration felt somewhat lengthy and complicated.

“Awesome customer support team”

Pros

The customer support is truly second to none, always quick to respond, friendly, patient and clearly knowledgeable. I taught myself the application (both how it was configured for our organization and how to administer it) after stepping into a role during a pretty chaotic stretch. Throughout that period their team was right there offering helpful insights about the setup and making sure I felt confident handling invoice processing. They actually sat down with me and helped overhaul the configuration so it would run more efficiently. I am interested in learning more about matter management and I'm sure my "friends" at SimpleLegal will be around to guide me when I dive into that next.

Cons

I can't really say I have any real cons. I recognize the app is capable of a lot more, it's just on me to figure out how to take full advantage of its features and use it to its fullest potential.

“Logs data well but rules are tricky”

Pros

From my experience it logs a ton of specifics about items and transactions and I find that really useful.

Cons

I wish there were an easier way for me to create a rule that automatically sends invoices containing certain keywords to designated people for approval.