Best Legal Case Management Software for Mid Size Business
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Compare the Top Legal Case Management Software for Mid Size Business as of October 2025
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What is Legal Case Management Software for Mid Size Business?
Legal case management software is software that helps law firms and legal professionals efficiently manage their cases, clients, and associated documents. It allows users to store and organize case files, track important deadlines, and monitor the progress of legal matters in real-time. This software often includes features for time tracking, billing, and document management, ensuring that all aspects of a case are handled seamlessly. Additionally, it helps facilitate communication between legal teams and clients, providing transparency and updates throughout the case lifecycle. By centralizing case-related information, legal case management software improves efficiency, reduces errors, and helps law firms provide better client service. Compare and read user reviews of the best Legal Case Management software for Mid Size Business currently available using the table below. This list is updated regularly.
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1
Tabs3
Tabs3 Software
Tabs3 Software by ProfitSolv offers a reliable, easy-to-use, seamlessly integrated suite of products that help small to midsized law firms become more organized and productive. Flexible solutions include legal billing, practice management, accounting, payment processing, CRM, and website services. Tabs3 products are designed with security and advanced performance in mind and are trusted by tens of thousands of legal professionals who use them daily. Choose from Tabs3 Cloud, hosted, and on-premises server options. All include outstanding US-based support. Schedule a personal demo to explore how Tabs3 can empower your team. Learn more at Tabs3.com.Starting Price: $40/user/month -
2
Orion
Orion Law Management Systems
Orion Law Management Systems offers a comprehensive legal practice management software solution tailored for midsize to large firms across all law practice areas. Established in 1985, Orion delivers a fully integrated suite of financial, practice, and firm management tools. Available on-premises and in the cloud, the software enables firms to streamline operations, enhance productivity, and maximize profitability. Orion also provides project planning, data conversion, accounting services, product support, and training. Trusted by hundreds of firms nationwide, Orion is a reliable partner that delivers measurable results and rapid return on investment to drive revenue growth. Learn more at OrionLaw.com. -
3
SmartAdvocate
SmartAdvocate
SmartAdvocate is a fully customizable, award-winning legal case management system with built-in Artificial Intelligence and made to handle the challenges of today’s fast paced, highly competitive and technologically demanding legal landscape. SmartAdvocate’s robust, exclusive Internet-based built-in features, enable firms to manage, store, track and communicate like never before, ensuring that they achieve the highest level of success. With 150+ integration partnerships, firms can customize SmartAdvocate to fit their needs with integrations like eSignature, AI, accounting, texting, medical records retrieval and much more. This revolutionary software will increase your firm's efficiency and profitability.Starting Price: $109 per month per SaaS user -
4
Assembly Neos
Assembly Software
Neos, powered by Assembly Software, is an AI-driven, cloud-based case management platform that combines the best of pioneering case management software Needles and TrialWorks. It transforms the way firms work by combining customizable automation, powerful case and document management, and embedded AI with real-time dashboards, automated reporting, native intake, seamless integrations, and unmatched security to maximize productivity. Key Features & Benefits • Embedded Artificial Intelligence – Unlimited AI can generate documents, create summaries, extract and auto-populate data into Neos fields, and seamlessly analyze and compare documents, plus capture immediate answers to case questions, saving your firm up to 75 hours per week. • Collaboration & Communication – In-app calling, texting, emailing, and calendar management with full communication tracking. • Streamlined Intake – Customizable intake forms, 24/7 intake, and AI-powered data extraction directly into case fields for aStarting Price: $99 per user per month -
5
ProTempus
ProTempus
ProTempus is a secure and cloudless law office practice management software solution purpose-built for solo and small law firms. Equipped with a powerful technology that keeps data on the local network (and not floating on the cloud), ProTempus enables authorized staff to access valuable data through a sharable database. Plus, this world-class and fully comprehensive system includes quick time capture, expanded contact and party management, precise billing, document management, AR, AP, GL, and Trust accounting. It syncs with Outlook emails and calendars. The Calendar sync allows you to enter billable time when you are out of the office. Free data imports from your current software along with the 30 day free trial insures ProTempus is a good fit for your office, before you pay a penny. FInally there is NO long term contract. If your needs change and ProTempus can not meet those needs you can stop using ProTempus with a 30 day notice.Starting Price: $100.00/month -
6
PerfectLaw
Executive Data Systems
PerfectLaw® provides law firms with a true all-in-one practice management solution that unifies case management, timekeeping, billing, accounting, and document management within a single database. Available on-premises or in the cloud, PerfectLaw is also available as a browser-based application, ensuring secure access from anywhere. Key features include matter management, automated billing, workflow automation, and mobile access, enabling attorneys and staff to work more efficiently. Firms gain faster billing cycles, stronger cash flow, and measurable ROI, while PerfectLaw’s native integration ensures reliability, scalability, and proven results. -
7
Justice Accelerator
elint AI
Justice Accelerator offers a holistic solution, integrating comprehensive Courts, Arbitration and Conciliation Management centers, simplifies case management and optimizes the dispute resolution process. Its Digital Inheritance Platform is where you can securely create, manage and register digital wills – in short: ensure a seamless and organized process for your testamentary arrangements. JA comes with a comprehensive and easy to use Membership Management portal that allows institutions the convenience of registering, monitoring and tracking all memberships and requests. With Justice Accelerator, we leverage emerging technologies like Artificial Intelligence, cloud computing and Blockchain/Distributed Ledger Technology to create a one-stop, data analytics system that streamlines legal and judicial processes and makes them paperless, customer-centric and highly efficient. -
8
Centerbase
Centerbase
Centerbase is a subscription-based legal software solution founded in Dallas that supports the management and growth of small and midsize law firms through client lifecycle management, automation, and marketing tools. Personalized to user-types and practice areas, Centerbase helps law firms meet the modern expectations of clients and legal professionals while reaching their optimal productivity and profitability levels. Only with Centerbase can you: -Potentially capture up to 200 extra billable hours per month -Save hours per week with Automated Workflows -Bill up to 20x faster -Save 3 days per billing cycle with ePre-bill -Increase cashflow up to 100% To book a demo call (214) 987-9000.Starting Price: Contact Sales -
9
monday.com
monday.com
Simplify the way your team works with monday.com, a cloud-based project management platform that provides customizable no-code solutions for a wide range of use-cases such as marketing, sales, operations, IT, HR, and more. monday.com allows businesses of all sizes to work in an efficient environment where every team member can assign tasks, automate repetitive work, collaborate in real-time, and share files. With this platform, you can manage everything from simple to complex projects and ensure seamless communication between team members. Customizable dashboards give quick high-level overviews of every project, visual boards help organize tasks, and thanks to integrations with third-party applications such as Outlook, Zoom, Gmail, Google Drive, Dropbox, Excel you can continue working with all your existing tools within the platform. monday.com also offers dedicated solutions, such as monday dev and monday sales CRM, designed to answer the needs of specific industries and verticals.Starting Price: $39/month for 5 users -
10
Clio
Themis Solutions
Schedule a demo with Clio—the leading cloud-based law practice management software trusted by over 150,000 legal professionals. Access your law firm securely from anywhere, and manage your work in one central system—with matters, contacts, billing, and everything you need in one place.Starting Price: $39.00/month/user -
11
uLawPractice
Superfluid Software
uLaw Practice is a cloud-based practice management (PM) software solution designed specifically for sole practitioners, paralegals, and small law firms. Developed by Superfluid Software, uLaw Practice integrates legal accounting, general accounting, and trust accounting with powerful analytics tools and practice management in one unified suite. By leveraging uLaw Practice, law professionals can be more productive and foster greater control of their practice while saving time and reducing costs. Voted as the cloud best software for 5 years in a row by Canadian Lawyer's magazine, uLaw sublimely integrates complex legal accounting features and practice management into a single pane of glass. uLaw features and integration with payment solutions, any Canadian bank brings all aspects of cash flow into a single flow thus allowing your practice to analyze and optimize both top-line and bottom-line of your business. With uLaw you have court form automation for your province as well.Starting Price: $34.00 CAD/month/user -
12
8am CasePeer
8am
8am™ CasePeer is smarter case management software for personal injury law firms. CasePeer is the only legal software-as-a-service platform built to drive better outcomes for your clients and your firm. Streamline your law firm’s business operations and increase productivity with our turnkey legal practice management platform designed exclusively for personal injury plaintiffs’ law firms. You're busy helping your clients make a full and fair recovery. That's why we've developed a turnkey platform for plaintiffs' law firms. Hit the ground running in days, not months, with CasePeer's intuitive, easy-to-learn legal practice management software.Starting Price: $79.00/month/user -
13
eimmigration by Cerenade
Cerenade
eimmigration is case management software built to help law practices and non-profits simplify immigration casework. Legal professionals use it to save time, advance cases faster, streamline immigration forms, improve client communications, and grow their practices. eimmigration is backed by Cerenade, a leader in legal software development, and informed by 30+ years of client feedback. This all-in-one system includes tools to manage your cases, forms, clients, and practice from one place.Starting Price: $55 per user per month -
14
Soluno
Devlos Software
Soluno is a cloud-based accounting and billing software designed to accelerate law firms. With a full, easy-to-use suite of time/expense entry, billing, accounting, trust, and reporting features, law firms get everything they need to master their business. Work more efficiently and maximize productivity with Soluno's best-in-class trust accounting, billing, usability, value, and 5-star customer support. Soluno offers 100% free data conversions from 14 of the industry's most common solutions.Starting Price: $49 per month per user -
15
Smokeball
Smokeball
Smokeball is your partner to drive your law firm into the future. As the industry’s leading cloud-based legal practice management software, Smokeball empowers you to run your firm specific to your area of law, with insights and tools that help you work smarter, not harder. From first client conversation to case closed, Smokeball’s platform gives you the resources you need to succeed, no matter how you bill or where you work, like: -automatic time tracking and invoicing -streamlined workflows for your specific practice area -extensive library of over 20,000 standard legal forms and documents -actionable reports that summarize your firm’s activities and highlight areas of opportunity. Founded in 2016 by leaders with over 20 years of legal technology experience, more than 50% of our staff are experienced lawyers and legal professionals who intimately understand the goals and challenges of our customers.Starting Price: $29 per user / month -
16
CaseFox
CaseFox
CaseFox is a cloud-based legal billing and case management software for law firms, attorneys, CPAs, consultants, investigators, and corporate legal teams. It streamlines vital workflows like case/client/document management, timekeeping & expense tracking, billing/payments, and client intake forms. Now with AI-powered document generation and analysis, users can generate contracts, NDAs, and legal drafts easily. Seamlessly integrate with top tools like PayPal, LawPay, QuickBooks, Xero, Dropbox, Google Drive, G-Suite, Box, Office 365, and calendar apps. For larger teams, CaseFox offers Enterprise Legal Management (ELM) solutions, including custom software development and white-label services, to automate daily tasks and boost firm-wide productivity.Starting Price: $45 Monthly & $39 Yearly -
17
8am MyCase
8am
8am™ MyCase is a complete case management solution for your law firm, providing the tools you need to improve organization, increase efficiency, and scale your firm operations. With MyCase, all of your important case details - documents, contacts, calendars, emails, tasks, invoices - are available in a single, organized location.Starting Price: $39.00/month/user -
18
Rocket Matter
ProfitSolv
Imagine having all of your client and matter information in one place—documents, emails, tasks, and billable activity—in an easy-to-use interface. View a visual status of all your cases with Kanban boards, which are built on top of Rocket Matter’s robust Legal Project Management platform. Our intuitive time and expense capture screens are optimized for efficiency from anywhere within the application. And our multiple timers make tracking your time across matters a breeze. Complete your monthly billing in no time with batch billing and customizable billing rules. Rocket Matter also provides simple inline and bulk editing of invoices. Rocket Matter helps you keep your trust accounts straight in a simple and straightforward way. Store all the documents you want, organized by matter alongside other case information for convenient access.Starting Price: $49 per user per month -
19
SpineLegal
InSpine Technologies Limited
SpineLegal™ is the only solution that integrates data security and all the key legal processes under one umbrella. It not only increases the profits and business of the firm but will increase the staff engagement in the business where there is full transparency in every detail of the case and matter.The platform has case management, practice management and accounting. It is a cloud based software with Desktop, Web, Android and iOS applications which allows the solicitors to work from anywhere and on the go.Starting Price: $50/Month/User -
20
Dibcase Legal Case Management
DibCase Software
Advanced Security on the AWS cloud platform. US-Based Servers and Databases with daily backups. Document Generation with advanced internal editor or import PDF merge forms. Create E-Signature Compatible documents and forms for popular services such as Adobe E-Sign. Advanced Task Management with templates and sub-tasks. Income & Expense Tracking across practice areas. Client Portal with two-way messaging, file sharing, and more. Contact Manager Rolodex with tags. Time-Tracking and Exportable Notes. Internal Storage and Integrations with DropBox and Google Drive. Team Features including productivity tracking, roles, and exportable activities reports. Lead Management with our leads pipeline and user-editable stages. Pre-loaded and Formatted SSD and VA Merge Templates we maintain for you. User Editable Reports across all practice areas. Digital Intake Forms with unlimited forms at no extra cost. SSD Appeal & Denial Automations for your convenience.Starting Price: $69.99 per month -
21
Filevine
Filevine
Filevine is a cutting-edge Case Management software aimed to provide the modern law firm with an elegant platform that encompasses, organizes, and streamlines, the processes for successful legal teams. Composed of features that coordinate calendars and case note collaboration, the interface also includes a way to track time & expenses, document upload, and docket management. -
22
Legistify
Legistify
Legistrak is a tech enabled, legal concierge platform. We work with mid market as well as large enterprises providing an avant-garde enterprise legal management suite (ELM). Simplify your legal processes with an all-encompassing platform. From matter management, IPR, notices, and contracts to hyperlocal lawyer discovery and project management, we have you covered. End to end lifecycle covering auto generation, collaboration, execution and tracking obligations. Boost revenue growth through quicker contracting cycles -
23
Actionstep
Actionstep Software
Actionstep’s flexible, all-in-one practice management software will take you every step of your journey as a growing mid-size law firm. Built in the cloud, with workflow automation at its heart, Actionstep transforms law firm productivity at every step. Actionstep’s flexible, easy to use software platform has unlimited scope to scale & evolve with you on your journey as a law firm. At Actionstep, we have deep respect for what lawyers do. Lawyers impact every milestone in our lives and businesses. We believe that when lawyers build truly efficient, modern practices, they do their best work for their clients. Actionstep provides a complete and configurable firm management system for law firms. Our software adapts, so you don’t have to. Workflows for legal process, client management & administration are built into our software. Automation runs throughout all our features to eliminate multiple entries, keep processes moving and reduce time spent on administration.Starting Price: $49/month/user -
24
SimpleLegal
SimpleLegal
SimpleLegal – the simple, intelligent, scalable, and intuitive solution to manage everything that matters in legal ops. Our journey began as a professional services firm, helping financial institutions and insurance companies make sense of legal billing data from vendors. We worked with existing software solutions and while they did the job, they were too cumbersome and clunky. We knew there was a better way, but nothing quite fit the bill. So we built it. SimpleLegal didn’t just create the world’s first legal operations platform, we perfected it. We reinvented the way legal teams achieve strategic business goals and deliver more value – all while keeping things simple.Starting Price: $12,000 + variable -
25
CasePacer
CasePacer
Transform your law practice with software and tools built by legal professionals. Finally, a mobile app that integrates directly with your case management software. Automate discovery, intake and lead generation. 24/7 client intake powered by intelligent forms with criteria-based question sets for each plaintiff. Manage and monitor the case from a single central hub. All information on CP Direct is fed directly into the case management system. Cut the clutter and keep everyone on schedule with calendar, expenses, and plaintiff info directly in the app. Automate intake forms for all clients with common templates, collecting initial data for each case without ever picking up the phone or writing an email. Manage all documents and deadlines from a single central hub, using customizable workflows and reminders to automate your internal processes.Starting Price: $5/case/month -
26
LEX247
LEX247
LEX247 is a modern cloudbased legal practice management platform for lawfirms of any size and practice. LEX247 delivers a very easy to use interface with the power, security and features of an enterprise practice management platform globally to lawfirms of all sizes LEX247 - just add a lawyer!Starting Price: $49.00/month/user -
27
SimpleLaw
SimpleLaw
Using legal tech shouldn’t be tough. It’s supposed to be a helpful tool, not another frustration. Introducing the next generation of SimpleLaw. One platform to manage your firm from lead intake through to matter resolution. Customizable to your firm, your process, and your individual client needs. Workflows, reporting, document automation, billing cycle, and more, all for $39 per user per month. No tiered pricing here. Built with data security in mind. Put an end to the frustrations of the daily grind. It’s time to think different. Think Simple. We are offering 3 months free.Starting Price: $39/user/mo, billed annually -
28
Xakia
Xakia Technologies
Xakia is an in-house legal toolkit, purpose built for teams of 2, 20, or 200. It is simple, powerful and affordable, and brings together information and legal process in one simple, beautiful interface. Do away with endless excel spreadsheets and clunky, scattered data – Xakia provides a holistic view into your matters, tasks, deadlines, contracts, documents and budgets, and creates informative, data-driven dashboards for full visibility across individual and team workloads. With Xakia, it is easy to set up workflows, automation and notifications and immediately communicate the value of the Legal Team to your stakeholders.Starting Price: $70.00/month/user -
29
Casetext
Casetext
Casetext has been the leader in legal AI since 2013. Our marquee product, CoCounsel, is the world's first AI legal assistant. CoCounsel completes document review, legal research memos, deposition preparation, and contract analysis in minutes—with results lawyers can trust. In addition to CoCounsel, Casetext also offers access to our comprehensive legal databases and superior search technology. Our team of top litigators, reference attorneys, PhD data scientists, and leading AI engineers apply cutting-edge AI to the law to create solutions that enable attorneys to provide more efficient, higher-quality representation to more clients, gain a competitive advantage, and increase access to justice for everyone. Today, over 10,000 law firms—from solos and small practices to more than 40 Am Law 200 firms—rely on Casetext to elevate the quality of their practice.Starting Price: $0/month -
30
VIXN
Fermata Discovery
VIXN is a comprehensive investigative case management platform that: • Maps all case data to display nexus and knowledge gaps • Sources case data and structures information for analysis • Filters, indexes, and visualizes data to expose insights • Organizes casework and enables investigation collaboration • Generates actionable entity profiles and automated client reports The VIXN engine is an identity resolution platform that automatically aggregates data on entities-of-interest involved in an investigation and crunches high volumes of information for vital clues. Powered by open source and proprietary data streams, the VIXN engine is delivered in UI and API formats.Starting Price: Call for pricing