Last Updated
Overview
The Legal Assistant centralizes case management, document handling, and billing for law practices, supporting organized workflows and streamlined task tracking. Its customizable templates and task alerts maintain efficiency across the firm, although it does not offer full-text search. Overall, the platform enhances productivity and simplifies daily legal operations.
Overall Rating
Based on 1 users reviews
4
Rating Distribution
Positive
100%
Neutral
0%
Negative
0%
Starting Price
Custom
The Legal Assistant Specifications
- Case Management
- Document Management
- Billing & Invoicing
- Court Calendaring & Scheduling
What Is The Legal Assistant?
The Legal Assistant is a comprehensive cloud-based legal practice management solution designed for small to mid-sized law firms. It helps firms organize case details, track key deadlines, and manage documents efficiently. Tools for automating correspondence and reminders reduce administrative burden, allowing staff to focus on client work. With support for personal injury, real estate, and general practice cases, it helps teams improve accuracy, maintain compliance, and handle complex workflows with greater confidence.
The Legal Assistant Pricing
The Legal Assistant offers flexible pricing based on firm’s size and the modules needed. The platform also offers a free trial with every plan. These plans are as follows:
- Cloud Version: Starting from $63/user/module/month
- On-Site Version: Starting from $55/user/module/month
Disclaimer: The pricing is subject to change.
The Legal Assistant Integrations
The software supports integration with Microsoft Word.
Who Is The Legal Assistant For?
The Legal Assistant is ideal for law firms and legal practices of all sizes, including:
- Personal injury
- Family law
- Criminal defense
Is The Legal Assistant Right For You?
Looking for a legal practice management solution that helps your firm stay organized and efficient? The Legal Assistant simplifies case management, document handling, billing, and task tracking, reducing administrative workload. Its platform is secure and scalable, supporting multiple users and protecting sensitive client data.
Trusted by firms such as Silverman and Roedel, Purvin and Purvin, and Martin D. Eisenstein, The Legal Assistant helps law firms handle complex workflows effectively.
Still not sure if The Legal Assistant is right for you? Contact our customer support team at (661) 384-7070, who will help you make the best decision.
The Legal Assistant Features
Document Management
The Legal Assistant software organizes all case-related documents in one place. Users can generate letters, attach them to cases, and distribute them through email, fax, or print. Templates and integration with Microsoft Word allow customization, while digital signatures and letterhead management make document handling fast, accurate, and professional.
Email And Fax Integration
The platform automatically associates incoming emails and scanned documents with the correct case files. Staff receive notifications of new correspondence, ensuring timely action. Outgoing emails or faxes can be sent with a single click, keeping communication efficient and allowing teams to maintain accurate records effortlessly.
Task Management
The Legal Assistant features a comprehensive internal task system. Teams can assign tasks, send messages, and track to-dos. Nightly notifications summarize upcoming agendas, helping staff stay prepared. Audio dictation and messaging features support smooth internal communication and ensure no task is overlooked across the firm.
Billing Management
It accumulates client charges and expenses automatically, simplifying billing. Statements and invoices can be generated with a click or managed in bulk for multiple cases. This reduces manual effort, ensures accuracy, and allows law firms to maintain timely billing while keeping client accounts organized and transparent.
Calendar And Event Management
The software keeps all firm and individual calendars synchronized. Case events, hearings, and deadlines appear automatically, reducing manual entry. Notifications alert staff to upcoming dates, and the system can generate letters or reminders for clients, ensuring deadlines are met and workflows remain organized and predictable.
Pros And Cons of The Legal Assistant
Pros
Organizes all case documents in one platform
Automates client billing and statement preparation
Sends notifications for upcoming deadlines and events
Cons
Calendar events may need manual adjustments occasionally
Letter generation templates may need minor customization
The Legal Assistant Reviews
Total 1 reviews
4
All reviews are from verified customers
Rating Distribution
5
Stars0%
4
Stars100%
3
Stars0%
2
Stars0%
1
Stars0%
Share your experience
Law Practice, 11-50 employees
More than a year
“Great for reminders but lacks text search”
Pros
I really like the automatic reminders. When a case has a statute of limitations, it's crucial to make it a top priority. The docket management and time tracking turned out to be way better than I expected. The access controls and strong security are definitely a nice touch. Plus, the Legal Assistant isn't just limited to desktop use, which makes it super convenient.
Cons
In my experience, not having full text search makes it harder to use. Also, there's no client portal, which would be useful, the calendar and scheduling could definitely use some improvements.
Rating Distribution
Ease of use
7
Value for money
8
Customer Support
10
Functionality
8
Frequently Asked Questions
What other apps does The Legal Assistant integrate with?
The Legal Assistant integrates with Microsoft Word.
Does The Legal Assistant have a mobile app?
No. The Legal Assistant does not have a mobile app.
Does The Legal Assistant offer an API?
The vendor has not shared information about its API.
What level of support does The Legal Assistant offer?
The Legal Assistant provides support through email, chat, and phone.
What language does The Legal Assistant support?
The Legal Assistant supports the English language.
What types of pricing plans does The Legal Assistant offer?
The Legal Assistant price for Cloud starts at $63/user/module/month and for On-Site $49/user/module/month. Get a tailored The Legal Assistant cost.
Who are the typical users of The Legal Assistant?
The Legal Assistant is used by law firms of all sizes, including personal injury, family law, and criminal defense.