Best Legal Project Management Software : Top 10 for 2024

The best legal project management software is designed specifically to help legal practices manage their records, testimonials, files, and evidence for each case efficiently. Being a data-sensitive industry, no law firm — big or small — can afford to miss deadlines, lose files, or make other costly mistakes that can tarnish your cases and reputation.

With a market loaded with options, we’ve sourced and ranked the market’s top 10 best legal project management software based on pricing, user reviews, integrations, and loads more. Read on for our in-depth reviews of all your leading options to find the one best suited to your legal firm.

Our Pick for Best Legal Project Management Software: Monday.com

Our research concluded that Monday.com’s the clear number 1 pick for the best legal PM software — no matter the size of your firm, Monday.com has the tools you need at an affordable price point:

The Best Legal Project Management Software 2024: Top 10 List

Although Monday.com ranked the best in our testing, there are several other tools worthy of exploring for your firm. Here are the market’s top 10 best legal CRMs:

1. Monday.com: Best Legal Project Management Software Overall
2. ClickUp: Excels in Cloud Storage
3. Smartsheet: Perfect for Budget Monitoring
4. Resource Guru: Must-have for Resource Management 
5. Wrike: Fit for Automated Approval
6. Teamwork: Ideal for Client Collaboration 
7. Workotter: Recommended for Two-way Data Syncing 
8. Zoho Projects: Must-have for Task Reminders 
9. HighQ: Excels in Solution Templating
10. ProLaw: Perfect for Automated Updates 

Best Legal Project Management Software: Reviewed

Want to know more about these tools? Here are our comprehensive legal project management software reviews to help you make the right choice. 

1. Monday.com: Best Legal Project Management Software Overall

Monday.com is an all-in-one business management tool that caters to various departments of an organization, including HR operations, sales, marketing CRM, etc.

Its diverse range of product management tools allows you to manage your tasks through multiple view formats, such as kanban boards, Gantt charts, or even simple documents.

A standout feature of Monday.com is they provide a pre-designed legal case management template for beginners to kickstart their journey. It’s also the best small business project management software.

Note that all their other templates are also customizable, meaning once you get the hang of it, you can create your own workflow.

Best Features

Here’s what we love about Monday.com:

1. File Type Compatibility: Add more context to whatever tasks you upload by adding a supporting document with it. Thankfully, Monday.com supports multiple file types to make your life easier.
2. Automation: Don’t waste your time doing mundane, repetitive tasks; let Monday.com automate them on your behalf.
3. Informative Dashboard: Its simple yet informative dashboard gives you an instant comprehensive view of all your current and upcoming tasks along with real-time insights.
4. Gantt Charts: Along with regular files and documents, you can also use Gantt charts to create a comprehensive view with a project timeline to stay on track for every case.

More information about Monday.com:

Pricing

Here are the plans offered by Monday.com:

• Individual: Free
• Basic: $8/user/month
• Standard: $10/user/month
• Pro: $16/user/month
• Enterprise: Custom 

2. ClickUp: Excels in Cloud Storage

ClickUp is a versatile project management application designed with the intent to replace other project management tools and satiate all your needs from a single platform.

Thanks to its truckload of features, you will have everything you need to manage a legal project successfully. This includes advanced project management features like time tracking, mind maps, task dependency management, etc. 

ClickUp even offers a few additional features exclusively for the legal project management software market.

Tools like contract feedback, case note management, and time tracking for client billing takes off the managerial responsibilities from your shoulder so that you can focus on the case better.

It also offers impeccable Gantt charts and Kanban boards, making it the best Gantt chart software and the best Kanban software in the industry.

Best Features

Here’s what we love about ClickUp, the best free legal project management software:

1. Cloud Storage: Don’t let your project management software eat up your device memory. ClickUp allows you to integrate your account with cloud storage options like Google Drive or Dropbox. 
2. Versatile Documents: Taking notes for your cases is far easier now with ClickUp’s versatile documents. You can add attachments, create multiple nest notes and easily share these documents through ClickUp.
3. Integrations: One of the biggest benefits of using ClickUp is having an integrated workplace all to yourself. Collaborate with tools Webhooks, Github, and Dropbox to manage your work from one place. 
4. Free Training: Not sure how to get started? Don’t worry. You will get free training during the onboarding phase by the ClickUp team and the support of a reliable customer service team 24×7 after that. 

More information about ClickUp:

Pricing 

Here are the plans offered by ClickUp

• A free forever plan 
• Unlimited: $5/user/month
• Business: $12/user/month
• Business Plus: $19/user/month
• Enterprise: Custom pricing

3. Smartsheet: Perfect for Budget Monitoring

Looking for contemporary project management software trusted by the best brands in the world? Try Smartsheet. The go-to software for more than 90% of Fortune 500 companies, Smarsheet is loaded with advanced project management features that will make your life easier.

One of the best things about Smartsheet is that it’s highly adaptive. Irrespective of what your project needs are, Smartsheet will mold accordingly.

For example, it offers a diverse range of task views so that you can manage single, one-time projects as well as organization-wide campaigns at the same time.

Best Features

Here’s what we love about Smartsheet:

1. Budget Monitoring: Automatically monitor your budget round the clock by setting thresholds for each process. Smartsheet will notify you anytime your budget might be overrun.
2. Real-time Collaboration: With real-time collaboration, your remote legal team can come together and work on projects simultaneously.
3. Legal Matter Templates: If you are a newbie to legal practice, Smartsheet’s ready-to-use templates for legal project management will be perfect for you.
4. Legal Project Management Resources: They offer dedicated certified legal project management resources for beginners. Also, they are happy to discuss additional legal project management needs for your firm.

More information about Smartsheet:

Pricing

Here are the plans offered by Smartsheet:

• Pro: $7/user/month
• Business: $25/user/month
• Enterprise: Custom pricing

4. Resource Guru: Must-have for Resource Management

Resource Guru simplifies project management, giving you more time to focus on legal matters that require your undeterred attention. Trusted by brands like IKEA, NASA, Red Hat, and Accenture, this tool is popular among small businesses and legal firms for its highly affordable plans.

Unlike other project management tools here, Resource Guru helps you manage your employees and other resources. After all, proper resource management is the secret to every law firm’s success.

Best Features 

Here’s what we love about Resource Guru:

1. Resource Scheduling: Check the current workload of all your team members and allocate cases accordingly so that no one is overburdened or underutilized.
2. Leave Management: Get a bird’s eye view of your upcoming projects and request time off from employees to assign leaves in a way that does not affect the workflow.
3. Project Scheduling: With every information on your team’s availability and resources at hand, planning and scheduling a case becomes a cakewalk.
4. Meeting Room Booking System: Need room to discuss an important case? Resource Guru can find the perfect meeting room for you without the risk of double booking.

More information about Resource Guru:

Pricing

Here are the plans offered by Resource Guru:

• Grasshopper Plan: $2.50/user/month
• Blackbelt Plan: $4.16/user/month
• Master Plan: $6.65/user/month

5. Wrike: Fit for Automated Approval

Wrike’s ultimate purpose is to remove every hint of doubt from your workflow and project timeline and provide adequate clarity for seamless task execution. It understands the pitfalls that follow low project visibility.

That’s why with its user-friendly task viewing options and pre-designed templates, it saves you from entangling yourself in unnecessary project complexities.

The best thing about Wrike is that it can adapt to your business needs. All of its features, including dashboards, request forms, task views, and even workflows, can be customized as per your personal preferences. Moreover, it’s also one of the best team project management software.

Best Features

Here’s what we love about Wrike:

1. Pre-built Templates: Ready-to-use templates help you start work at the earliest instead of wasting time creating project templates from scratch.
2. Kanban Boards: Create a roadmap for all your legal cases and chalk out the perfect timeline with kanban boards.
3. Automated Approval: Automatic approval systems ensure that files are sent to the right person automatically and that they are notified every time they receive a document for approval. Also, all the required documents and attachments will be attached automatically for faster approval.
4. Instant Sharing: Wrike allows you to instantly collaborate with your team members by sharing files, documents, text messages, and media content in real-time.

More information about Wrike:

Pricing 

Here are the plans offered by Wrike:

• A free forever plan 
• Professional: $9.80/user/month
• Business: $24.80/user/month
• Enterprise: Custom pricing 

6. Teamwork: Ideal for Client Collaboration

If you are looking for legal project management software that perfectly balances pricing, functionality, and usability in one compact package, try Teamwork. Existing Teamwork users swear by its features which have helped them simplify project management.

For complex industries like legal practice, Teamwork offers advanced features like time tracking, budget management, and resource allocation.

What makes Teamwork different from other project management tools is its scalability — the tool grows with you as and when you are ready. Did you know Teamwork is also one of the best real estate project management software?

Best Features

Here’s what we love about Teamwork:

1. Instant Updates: Check the progress of every case through instant task updates, even if it’s assigned to someone else.
2. Task Reports: Quick task reports help you see how the cases are progressing and identify bottlenecks before they can hamper your project.
3. Client Collaboration: Teamwork is one of the few tools that allows you to bring your clients on board for effective, centralized communication.
4. Comment Tags: Communicating with your team is easier than ever through Teamwork’s comment and tagging feature.

More information about Teamwork:

Pricing

Here are the plans offered by Teamwork:

• A free forever plan 
• Deliver: $10/user/month
• Grow: $18/user/month
• Scale: Custom

7. Workotter: Recommended for Two-way Data Syncing

Workotter helps you manage your projects, resources, and portfolios all at the same time.

The best thing about this software is its simple and easy-to-use interface, designed specifically for beginners who are tired of the unnecessary complexities of regular project management software. 

Being cloud-based, it simplifies data storage and remote working for your team, and its informative dashboard keeps you updated on everything that happens around your legal firm. 

Best Features

Here’s what we love about Workotter:

1. Customizable Dashboards: Workotter dashboards are designed by users like you who have faced and overcome business problems like yours firsthand, not to mention that you can also customize and create your own dashboard from scratch.
2. Personalizable Reports: Over hundreds of templates for daily task reports to choose from. Create comprehensive reports in minutes or design your own template.
3. Better Team Productivity: Workotter helps everyone stay in the loop and simplifies the process of task allocation and feedback to boost productivity.
4. Two-way Data Syncing: Two-way data syncing ensures that the changes made in one device are reflected on all the other devices so that everyone gets updated simultaneously.

More information about Workotter:

Pricing 

Workotter reveals its pricing only on request; get in touch with its sales team for a custom quote.

8. Zoho Projects: Must-have for Task Reminders

Zoho is a suite of business tools catering to various departments like CRM, marketing, sales, and project management. Zoho Projects is a simple cloud-based application that helps you plan your projects, track progress and collaborate with other teams instantly.

One of our favorite things about Zoho is its massive integration capacity. It can connect to a host of other tools under Zoho or even Google and Microsoft. Moreover, Zoho’s marketplace also lets you buy plugins and other tools to boost its functionality.

Zoho Projects is also one of the best project-tracking software of 2024.

Best Features

Here’s what we love about Zoho Projects:

1. Task Dependencies: Manage dependent tasks and see the order in which they need to be followed with effective task dependency features of Zoho. 
2. Timesheets: Track the time your team spends on each project or subtask with intuitive timesheets.
3. Task Reminders: Make sure none of your team members misses out on any important task with Zoho’s automated task reminders.
4. Task Milestones: Keep your team motivated by adding milestones to each task before assigning them.

More information about Zoho Projects:

Pricing

Here are the plans offered by Zoho:

• Free 
• Premium: $4/user/month
• Enterprise: $9/user/month

9. HighQ: Excels in Solution Templating

HighQ has been exclusively designed to help users with legal projects. In addition to basic project management, it will also help you bring your clients on board for better communication and higher client satisfaction. 

Its informative dashboard and instant updates throughout your firm help maintain a transparent workflow, improving team productivity and morale. 

Best Features

Here’s what we love about HighQ:

1. Solution Templating: HighQ gives you the power to repeat solutions for similar problems with its unique solution templating feature. 
2. Security Protocols: Advanced security measures like single sign-on, reporting, granular permission, and activity tracking gives you complete control over your data.
3. Document Management: Manage your documents better with advanced versioning, editing, and custom metadata.
4. Team Calendar: Improve deadline and timeline visibility for your team by adding all important dates to the team calendar through HighQ.

More information about HighQ:

Pricing

HighQ reveals its pricing only on request. 

10. ProLaw: Perfect for Automated Updates

Unlike other project management software, ProLaw is exclusively designed for legal management. The best thing about this application is that it offers end-to-end law firm management features.

From finance management to application integration and case management, you can bring your entire firm online with ProLaw.

Since it’s exclusively designed for legal work, the platform is well-integrated, easy to use, and integrative, and it has a good understanding of what a legal firm requires daily. 

Best Features 

Here’s what we love about ProLaw:

1. Automated Updates: With automated work updates, lawyers across your firm will always get to see the most current version of the workflow. 
2. Better Collaboration: With every project information available at your fingertips, collaboration becomes a breeze.
3. Remote Access: Access all project and client-related documents securely and get to work even on the go with ProLaw’s remote access feature.
4. Finance Management: Skyrocket your profits and never miss a billable hour by integrating your finances with ProLaw’s legal project management tool. 

More information about ProLaw:

Pricing

ProLaw doesn’t reveal its pricing online. You can opt for a free demo and request a quote later. 

Best Legal Management Software: Comparison Table 

Finding the best legal project management software is a tough task, given the multiplicity of options with heaps of information and features to look at and compare. If you want a quicker way around this otherwise tiresome process, the following table is for you. 

Here, we have compared the top ten legal project management software across parameters like pricing, top benefits, the availability or non-availability of a free trial and mobile app, etc.

What is a Legal Project Management Software?

Legal project management software is a tool that helps you manage documents, projects, tasks, and case notes associated with a legal case. These tools are typically designed to list and manage multiple tasks at the same time.

You get a holistic view of everything that is going on in your organization, as well as the members associated with each project.

The best thing about this software is that they help you track the progress of every project along with its stipulated deadline, allowing you to manage the pace of work while you still have time.

It also comes with several other features like time tracking, budget monitoring, workload management, resource allocation, and team communication to ensure that your projects are completed faster and with minimal hurdles.

Why Do I Need a Legal Project Management Software?

Wondering if you should go for legal project management software or simply stick to manually handling your project data? Here are eight reasons that might change your mind.

1. Better Clarity

Legal project management software gives you a better view of where you stand concerning your projects and upcoming deadlines. Instead of switching tabs or applications to track the progress of different projects, you can view them all at once in a single interface. 

Having every information on the case you have at hand gives you better clarity which further helps you progress quickly. It’s no secret that a clutter-free workspace can highly boost one’s productivity. 

2. Ready-to-Use Templates

If you are new to this industry, it will be impossible for you to manage all the files, documents, evidence, witness statements, or testimonials you will be receiving manually.

You might not know where to begin or the right way to file them, but project management software can help you through that. 

Most project management software comes with ready-to-use legal templates. You can use them as is or customize the rows and categories as per your needs. A template will allow you to get to work right away instead of wasting hours creating the perfect templates from scratch.

3. Seamless Team Collaboration 

You might not realize this, but without a centralized communication platform for the internal team, you are often wasting precious billable hours on unnecessarily complex communication.

Think of it this way, threads of emails going back and forth and multiple rounds of chats just to seek updates on a task. Isn’t that a sheer waste of time?

But with project management software, you’ll be instantly updated anytime your coworkers change the status of a task. You can also tag them in comments or directly text from the project management tool itself instead of carrying a separate conversation over email.

4. Automation

One of the biggest benefits of using project management software that no other alternative can compensate for is automation. There are a plethora of tasks that do not really require your attention.

Things like time tracking, task assignment notification, task reminders, and project status update notifications should all happen automatically. Imagine the time you will save if your project management software takes over these responsibilities.

Thankfully, with tools like ClickUp, Monday.com, and Wrike, this is now possible. Create automated project workflows so you only attend to matters that require your undeterred attention.

5. Time Tracking

One of the biggest problems with hourly payment is that you have to keep track of every minute you work. However, when you are burdened with the complexities of a case, tracking time might be the last thing on your mind.

That’s where project management software steps in to record the time you spend on a project automatically.

Time tracking helps you create accurate invoices for your clients and can also double up as evidence in case of any billing dispute. It also gives you an insight into how well you and your team are managing your time and if there is any possibility to do better in the future.

6. Resource Management 

Managing legal projects is not just about the case alone. You also need to focus on your workforce, i.e., the lawyers holding up your business. You must distribute the workload fairly among each lawyer.

And the only way to do that correctly is through project management software that gives you real-time updates on the individual workload of your team members.

It will also help you manage requested time-offs, annual holidays, and sick leaves in a way that meets your team’s needs without hampering your workflow.

7. Pipeline Management 

When it comes to managing legal cases, you need the foresight of upcoming projects along with focusing on the ones already in hand. Even if you’re giving your best to each case, you cannot waste weeks wrapping up a single project.

With competent project management software, you get a forecast of your pipeline for the upcoming weeks. The pressure of upcoming cases will keep you on your toes and enable your team to plan their schedule. 

8. Real-time Updates

The biggest challenge of manually handling your projects is seeking updates every time you start work on something new. It is natural for you to want the most current version of the workflow before you begin a task.

But it might be slightly exasperating for your team if everyone starts seeking real-time manual updates before beginning their day.

With the right legal project management tool, your team can simply upload their tasks to the platform, and the update will be instantly reflected across every user’s interface.

This will save you countless rounds of unnecessary emails and also ensure you never miss out on any new development. 

How to Choose a Legal Project Management Software? Factors to Consider 

Not sure what to look for in legal process management software? Here is a quick checklist of the top 9 features that every project management tool should have:

1. Multiple Task Views

There is no right way to view a project. Sometimes, you might need to create a roadmap with multiple subtasks, while on other occasions, you might simply want to view the progress and timeline. Each scenario requires a different project view through Kanban boards or Gantt charts. 

Hence, whatever legal project management software you choose should give you enough task-viewing options.

Make sure it also allows you to switch between multiple task views in a single click. You should not have to stick to any particular task management tool just because you started with it.

2. Internal Communication 

Project management and team communication go hand-in-hand. You cannot expect to seamlessly manage your tasks if you cannot instantly communicate with your team.

Hence, look for legal project management software that comes with an integrated internal communication solution.

Many of the legal project management tools listed by us come with an integrated or native chat feature. Some of them also allow you to comment under tasks directly and tag the concerned assignee for feedback or clarification.

3. Task Automation

There are tons of repetitive things you do on a day-to-day basis that should be left to tools. For example, whenever you assign a new task to your team, you should not have to notify them manually.

Similarly, if you have an important project submission coming up, you should not have to remind them manually. These simple yet essential tasks can be easily managed by the project management tools listed by us.  

Some of these tools also come with an automated approval system so that you don’t have to go through the pain of attaching documents and files individually for approval.

4. Update Notifications

Even if the project management software is right on your screen or mobile phone, it’s not practical for you to keep checking for updates every 10 minutes.

That’s why we recommend choosing software with an inbuilt notification system to notify you anytime there is a significant development. 

For instance, if someone assigns you a task, mentions you in a comment, or completes a project you are associated with, you will get an instant notification, allowing you to plan your next steps accordingly.

5. Project Timelines 

The biggest reason many law firms around the world go ahead with legal project management software is to get a comprehensive view of the project timeline. Your chosen tool should help you lay out a detailed timeline for every step of the project.

This will ensure you are moving at the right pace and can meet deadlines without fail.

The easiest way to track project timelines is through Gantt charts, a feature available in every tool listed by us. The best part about Gantt charts is that you can color-code separate project timelines to clearly distinguish different cases.

6. Real-time Insights

Mindlessly completing one task after another will do little good if you don’t know how your team is performing.

Having legal project management software that gives you real-time insights into your team’s performance, time management, and project completion rate is a huge blessing.

It helps you identify areas that require improvement and areas in which you excel in without a full-fledged evaluation.

7. Integration

No individual software has been designed to handle everything you will need to run a legal firm, and that is completely fine. But what you do need is software that recognizes the gap in their services and offers you enough integration opportunities to make up for it.

For example, many legal firms prefer to have a virtual calendar that records all important dates of upcoming cases and hearings.

Now, your project management tool might not have a native calendar feature, but it should certainly help you integrate with other tools like Google calendar. Every important entry made here should be automatically reflected on your work calendar.

8. Mobile App

Legal work is not always office-bound. You might have to visit the court, your client, or even the crime scene. This means you will need a tool that can travel with you.

Most legal management tools listed by us come with a responsive mobile application for both Android and iOS. Travel wherever you need to; your project management app will be right beside you at all times. 

9. Cloud Storage

Legal work means tons of documents and files for every case. If your project management software starts storing everything on your device, it won’t be long before it eats up its entire memory.

Not to mention, storing documents and files on your device means no remote access and manually sending revised versions for each file.

On the other hand, if your legal project management software comes with integrated or native cloud storage, you can file there and keep your device light and fast.

Cloud storage also helps you get remote access to your work files so you can get going with the cases even when you are away from your desk.

Conclusion: What’s the Best Legal Project Management Software?

Having thoroughly reviewed the top contenders in the industry, we are convinced that Monday.com is the best legal project management software. We rate it higher than the other software on our list due to its innovative and comprehensive set of features. 

It offers Gantt charts, an informative dashboard for real-time insights, and a pre-designed template for legal firms. Moreover, it also automates repetitive, mundane tasks to keep you focused on important matters. 

Last but not least, it has a free forever plan with enough features to cater to small legal firms and individual lawyers. That said, its premium plans are highly affordable — they start as low as $8/user/month.

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