Best Legal Software for Microsoft Excel

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.

266 Ratings

Starting Price: $40/user/month

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Process Street

Process Street is an AI-powered compliance operations platform that automates complex workflows, enforces standards, and tracks audit data in real time. Teams use it to create structured SOPs, assign tasks, collect data, and monitor execution with intelligent oversight. From onboarding and audits to vendor management and document control, Process Street ensures every step is followed and every action is logged. Built for regulated industries like financial services, healthcare, and manufacturing, it supports frameworks such as ISO, SOC 2, SOX, and HIPAA. With role-based permissions, audit logs, and powerful integrations, Process Street replaces static documents, spreadsheets, and manual processes with a single automated system of record. Use AI to streamline approvals, catch risks early, and generate audit-ready evidence. Trusted by teams at Cargill, DoorDash, Farmers Insurance, and Hartford Healthcare.

1,099 Ratings

Starting Price: $1500/month

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Odoo

Odoo is a fully integrated, customizable, open-source software packed with hundreds of expertly designed business applications. Odoo’s intuitive database is able to meet a majority of business needs, such as: CRM, Sales, Project, Manufacturing, Inventory, and Accounting, just to name a few. Odoo is an all-in-one software solution designed to meet the needs of companies, regardless of their size (or budget). The unbeatable, seamless nature of Odoo helps businesses become more efficient by reducing redundant manual processes, which helps companies save countless hours of labor. Every module is interconnected to provide a fully-integrated experience from app to app, and users can automate many processes that would’ve otherwise required manual inputs into multiple applications. Odoo keeps all business functions in one place, allowing teams to collaborate with other departments from one unified platform in the most efficient way possible.

1,624 Ratings

Starting Price: $25.00/month/user

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Titan

Bend, don’t break with Titan’s flexible business solutions and forms for Salesforce. Our scalable Salesforce Forms and software is rapidly developing a reputation as the gold-standard in Salesforce integration, and it’s easy to see why. Slash time to market, nuke code, and tackle any use case on a single platform. Our best-of-breed forms in Salesforce and applications cater to any industry and it’s our mission to provide custom solutions for difficult problems. Build web portals, sign documents, generate docs, send surveys, automate contracts, fill out forms in Salesforce, and so much more in just a few simple clicks. No code required and AI assisted! This is all 100% Salesforce integrated, empowering you to send data to the #1 CRM and pull it back in real-time. No other product on the market does it better or faster. Our customers and partners are the heartbeat of Titan. If you need a feature, simply request it via our Titan X Lab and we will consider it for our roadmap!

364 Ratings

Starting Price: $12 per month

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LogicalDOC

LogicalDOC helps organizations around the world gain complete control over document management. Focusing on business process automation and fast content retrieval, this premier document management system (DMS) allows teams to create, collaborate, and manage large volumes of documents and stores valuable company data in a centralized repository. System features include a drag-and-drop document upload, forms management, optical character recognition (OCR), duplicate detection, barcode recognition, event logging, document archiving, integrated document workflow, and so much more. Schedule a free, no obligation, one-on-one demo today.

123 Ratings

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WaiverFile

WaiverFile is the industry leader in online waiver form software. Our focus on building beautiful, well-designed features means that our system is easier to use for both you and your customers. This means you can take advantage of all the benefits of electronically signed waivers without frustrating your customers and staff. Signing on any device from anywhere means customers can sign in advance and check in faster! Our check-in tracking and event features make verifying signed waivers far easier than searching through one huge list of everyone. WaiverFile doesn't just store forms, it helps streamline your entire customer intake process. Use the WaiverFile app to setup a kiosk for on-site signing, and print and display QR codes so customers can sign on their own smartphone. The WaiverScan app speeds checkins by providing signees with a QR code upon completing a waiver that can be scanned with the app for quick verification.

2 Ratings

Starting Price: $15.00/month

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Contract Corridor

Contract Corridor is a Contract Lifecycle Management (CLM) platform designed to help organisations create, negotiate, approve, store, and manage contracts across their full lifecycle. It streamlines pre-signature activities such as request and intake, template-based drafting, clause standardisation, negotiation, version comparison, approvals, and signature and manages post-signature obligations through automated alerts and reminders for key milestones, metadata extraction, configurable workflow routing and audit trails, and reporting. Its secure repository provides a single source of truth across all entities, regions and contract types. Fully integrated with Microsoft 365, including Word, SharePoint, Teams, and Outlook, it enables seamless collaboration without duplication or workflow disruption. Contract Corridor enhances visibility, protects revenue, reduces risk, improves compliance, and empowers organisations to make faster, data-driven decisions.

Starting Price: $350

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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

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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.

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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.

97 Ratings

Starting Price: $39/month for 5 users

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Office Timeline

Office Timeline is a robust and easy-to-use PowerPoint add-in that helps you create Gantt charts, roadmaps and swimlane diagrams in minutes, by leveraging professionally built, fully customizable templates. The interface blends seamlessly with the native PowerPoint one, so it's guaranteed to look and feel familiar right away. Intuitive drag & drop actions eliminate the learning curve traditionally associated with project management software and give you full control over the design of all elements. Import features from popular software like Excel, MS Project, Smartsheet or Wrike allow you to bring in external data without manually entering the tasks and milestones. Save the templates and share your work directly from the add-in to make the best use of your time. Our vision is to help users of all levels ace presentations and tell a clear and compelling story via engaging visuals, without putting in hours of work before every single meeting.

14 Ratings

Starting Price: $59.00/year/user

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Intellect

Intellect QMS is the latest version of Intellect's flagship product designed to help organizations and quality leaders meet FDA, ISO, and other global GxP regulatory compliance requirements. Intellect offers faster implementation time, robust out-of-the-box QMS capabilities, and extreme configurability to modify or build new apps. Empower your onsite and remote workforce with virtual auditing, online approvals, 21 CFR Part 11 electronic signatures, and ensure your team can access only approved and up-to-date quality documents, data, reports and analytics anytime, on any device. Intellect’s Environmental, health, safety and quality (EHSQ) software acts as a data management system for capturing, storing, and analyzing information related to occupational health and safety, waste management, and sustainability. It aims at reducing operational risk and improving health while attaining sustainability goals.

14 Ratings

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Ideals Virtual Data Room

Since 2008, Ideals has transformed the virtual data room market by introducing transparent pricing, an intuitive platform, and exceptional customer care. These factors have made the company the fastest-growing VDR provider, trusted by 1 million users globally, including investment bankers, advisors, real estate professionals, and public institutions. Ideals’ top priority is to offer an effortless experience. As a result, the company has been independently rated on G2 as the best product and service for four consecutive years. Their continuous innovation and commitment to meeting customer needs ensure they remain at the forefront of the industry, setting the standard for virtual data room solutions. This dedication to excellence has solidified Ideals’ reputation as a reliable and trusted partner in the VDR market.

7 Ratings

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monday sales CRM

monday.com

Built on top of monday.com Work OS, monday sales CRM empowers business owners and sales teams to manage all aspects of their sales cycle and customer data, streamlined in one centralized place. They can capture leads from any source, easily manage their contacts’ information, and track every deal's status so that no opportunities slip through the cracks. monday sales CRM lets you create no-code automations, eliminating hours of repetitive processes, and seamlessly integrates with the tools sales teams already use ensuring maximum efficiency. Without the need for an IT professional, build customizable dashboards to get the full overview of your sales cycle to confidently analyze data and optimize your sales processes. Manage your post-sales activities such as client onboarding and their projects to nurture stronger customer relationships. Best of all, it’s extremely user-friendly, standing out from traditional platforms, making it a CRM your sales team would actually want to use.

7 Ratings

Starting Price: $10 seat / month

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Contractbook

Contractbook’s contract management software helps businesses scale with future-proof contracts, by turning static contracts into a database for your entire organization and unlocking the full value of your data. Create and sign effortlessly, collaborate with your team, track all your obligations in one place, and automate the entire process to achieve efficiency. Funded by investors including Tiger Global, Bessemer Venture Partners, and Gradient Ventures, Contractbook was founded in Copenhagen in 2017 and serves over 250,000 users in over 85 countries. Step into the new era and take control of your contracts. Only accounts with verified email and phone can create and sign contracts. We use bank-like SSL encryption for our SSL connection - SHA-256 with RSA Encryption. We are compliant with the SOC2 auditing procedure that ensures that we manage data and networks securely.

3 Ratings

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Captira

Captira is a modern, web-based bail bond agency software that provides bail agencies with a comprehensive, secure, cloud-hosted platform accessible from any device. It offers unlimited agents and defendants, detailed inventory, sales, accounting, and defendant reporting with granular access control, and automated check‑ins via SMS links that capture location and optional photos, with geo‑fence and facial‑recognition alerts. Captira supports online bail applications via website buttons or text‑to‑apply, auto‑filled forms with free eSign, SMS, and online payment links with flexible payment plans, and integrations for background and credit checks, real estate, and incarceration history. Additional modules include Defendant Watch, which alerts agencies when a defendant is re‑arrested anywhere in the country, and Vehicle Watch, which sends real‑time location and timestamp alerts.

2 Ratings

Starting Price: $99 per month

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Fabasoft Business Process Cloud

Fabasoft

The Fabasoft Business Process Cloud offers a strong set of features for document management and digital, cross-organizational business processes. Functionalities such as automated workflows, automatic synchronization, semantic full-text search, seamless versioning or digital signing of documents facilitate cross-organizational collaboration and significantly increase productivity. Thanks to the highly customizable and scalable platform innovative solutions tailored to customer requirements can be implemented in a remarkably short time. A cloud-based platform developed and operated in Europe. Your data will be stored in encrypted form in Germany, Austria, or Switzerland – according to your preference. The intuitive user interface enables efficient cooperation across departments and companies. Ease of use for the user is the top priority. Countless practical functionalities make the Fabasoft Business Process Cloud an essential component for cross-company collaboration.

1 Rating

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Law Ruler

ProfitSolv

Why Choose Law Ruler? BUILT WITH YOUR GROWTH IN MIND | Legal Intake CRM | Legal Billing | All-In-One Solution | Easy-To-Use | Sign More Cases | Track | Win ✅ Elite Level Functionality: Rapidly grow your firm with automated marketing/CRM features at a competitive price ✅ Streamline Processes: Easily manage the entire client lifecycle from intake to settlement/invoice with intelligent automation ✅ Marketing Automation - Send personalized automated texts and emails that nurture your leads and prospects with the right number of touches to ensure a positive experience and new business. ✅ Personalized Set-Up: Done-For-You Implementation available ✅ Dashboard Analytics: Create customizable reports - Track KPIs - Know exactly what your best marketing sources are and their ROI. Law Ruler combines powerful legal CRM software and marketing automation software features with a streamlined intake system to keep you more organized, more efficient, and more profitable.

Starting Price: $89/user/month

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Creatio

Creatio is a global vendor of a no-code platform to automate workflows and CRM with a maximum degree of freedom. With Creatio, you can take advantage of a ready-to-go industry-leading CRM while also enabling users - whether business users without coding skills or professional developers - to create powerful business apps and easily automate various aspects of the company’s operations with no code. Creatio CRM is a full-fledged suite of products for marketing, sales, and service automation integrated on one no-code platform. Creatio products can be deployed as a single CRM bundle or as standalone solutions to fit your company’s exact needs. Accelerate lead-to-revenue with 360-degree customer view, advanced lead & opportunity management, omni-channel campaign automation and more. Featuring a variety of built-in tools for workflow automation, the Creatio platform allows you to create business applications of any complexity and scale.

Starting Price: $25 per user per month

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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

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UniPhi

UniPhi is a Portfolio Tracking Management application, designed to demonstrate how well projects are running. With a highly transparent platform, the software gives your clients, staff, and owners the ability to identify issues, collaborate, and run predictive analytics with the use of the dashboard 'Summary Tools.' Using the color status indicators, leaders will quickly distinguish between projects that are on track and projects that can potentially be at risk for failures. The entire suite is mobile-friendly and fail-proof, as it's built to live in the cloud. Other features include Budget Management, Milestone Tracking, Time & Expense Tracking, and Resource Management.

Starting Price: $10.00/month/user

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HoudiniESQ

LOGICBit

HoudiniEsq is an advanced, browser-based law practice management for today's modern law firms. Available in the cloud or on premise, HoudiniEsq offers a robust feature set that enables law firms to streamline workflows, capture and classify all types of documents, automate billing, task scheduling, and group calendaring, and more. The platform also integrates with solutions such as LawPay, Microsoft Office, Outlook, Evernote, QuickBooks, Acrobat, Calendar/Court Rules, WordPerfect, and Google Suite.

Starting Price: $0

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Contract Advantage

Great Minds Software

Contract Advantage by Great Minds Software is a contract management software suite specifically created to solve issues for a wide range of industries. Comprised of three core products (i.e. Contract Advantage WebEssentials, Contract Advantage WebPro, and Contract Advantage WebElite), this fully integrated contract management tool helps users easily track contract details, parties involved, terms and conditions, deliverable (action) due dates, and other related documents. Primary features include contract management, document management, sophisticated document assembly, comprehensive history audit trail, multi-layered security, and so much more.

Starting Price: $100.00/month/user

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Tonkean

RPA for the modern enterprise. Are you looking at RPA to automate manual processes? Make sure you include your people. To truly gain business efficiency you need to automate end-to-end processes that includes both your data AND people. Tonkean’s aRPA platform combines no-code RPA, integrations, and AI-powered coordination bots into a single platform that allows you to automate and orchestrate end-to-end processes across systems AND people. With our powerful Workflow Builder, you can easily train your Bots to coordinate or execute any business workflow end-to-end. Including data manipulation and people coordination. Tonkean InvoicesGPT fully automates the handling of all incoming invoices. Simply connect your email inbox or Google Drive in one click, and Tonkean will immediately analyze any PDF/invoice files to extract relevant fields, complete a three-way-matching verification, provide visibility into spend across vendors and departments.

Starting Price: $999 per month

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AgileLaw

AgileLaw provides cloud-based mobile solutions for attorneys. Its flagship product enables attorneys to manage the entire deposition process by replacing stacks of printed document exhibits with a tablet device. Conducting paperless depositions with AgileLaw saves attorneys time and money and lets them focus on serving their clients more effectively and efficiently. Find and share any exhibit in 30 seconds or less. 20% more time to ask important questions during your proceedings. Get everyone on the same page instantly. Organize every case exhibit using simple a drag-and-drop web interface. Take remote depositions like a pro without the limitations of simple screen sharing. Introduce and mark exhibits using our web, iPad, Android, and Surface apps. Introduce non-standard exhibits like Excel spreadsheets, Office documents, and Video or Audio files. Recover 100% of your expenses using monthly cost-allocation statements.

Starting Price: $250 per month

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TrialPad

Lit Software

Deliver compelling, wireless presentations that captivate judges, jurors, arbitrators, and mediators, ensuring your case resonates with clarity and conviction, leaving a lasting impact. Enhance professionalism and organization by easily adding custom exhibit stickers, complete with your case information, which increment automatically, ensuring seamless tracking of exhibits. Elevate your presentation with precision by drawing attention to crucial portions of your documents, leveraging the callout, highlight, annotate, and zoom tools to deliver an impactful narrative. Seamlessly import crucial evidence from a variety of sources, including your preferred cloud storage provider, USB drives, email attachments, or direct connections to your computer, facilitating swift and secure data retrieval. Keep your examination outline at your fingertips by seamlessly integrating it into presenter notes, allowing for a smooth and comprehensive presentation.

Starting Price: $600 per year

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TranscriptPad

Lit Software

Take command of your deposition transcripts with the ability to create designations and assign issue codes, while also offering options to highlight, underline, redact, or add notes, ensuring meticulous transcript analysis. Instantly search through depositions or scan your entire case's transcripts with ease, providing page and line references at your fingertips, enabling rapid information retrieval. Seamlessly sync and edit video depositions, preview video testimony, and export clips complete with subtitles to enhance your presentation through TrialPad. Seamlessly import crucial evidence from a variety of sources, including your preferred cloud storage provider, USB drives, email attachments, or direct connections to your computer, facilitating swift and secure data retrieval. Craft stunning deposition summaries with flags, notes, and redactions, organized chronologically or by issue code, providing a clear and concise overview of your case.

Starting Price: $600 per year

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LIT SUITE

Lit Software

The LIT SUITE is a collection of apps designed to make the most powerful litigation tools accessible to everyone. With an integrated collection of tools for annotating and presenting evidence, reviewing deposition and trial transcripts, issue coding and reviewing documents, and creating and presenting timelines, they’re the only litigation apps you’ll need. The LIT SUITE is composed of TrialPad, TranscriptPad, DocReviewPad, TimelinePad, ExhibitsPad, and the LitSoftware Enterprise Program.

Starting Price: $600 per year

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TimeLaw

WIN

TimeLaw makes it incredibly easy to visualize cases with complex fact patterns. For starters, the timelines you build aren’t static or limited like linear presentations. You can choose where you go and what gets shown on the fly. Add, remove, hide or reveal events as needed. We made it simple to show what you want when you want. After all, every case has a time component. Whether you want to organize your thoughts to prepare, or to present evidence at a mediation, arbitration or trial, every case benefits from a well-thought out timeline. There’s the perpetual question of “Who knew what when?” Being able to visualize events in the sequence they happened is powerful. This is true whether you are a business litigator or a personal injury trial lawyer. TimeLaw will help maximize the impact of your evidence. Working with dozens of law firms over hundreds of cases, we’ve pulled together a set of features to make accessing and presenting evidence quick and easy.

Starting Price: $595 per seat per year

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DivorceHelp123

DivorceHelp123 provides feature-rich online solutions for your deep and complex practice-area-specific needs such as financial statements, child support calculations/worksheets, and asset distribution reports. DivorceHelp123 client app and integration with Clio eliminate double and triple data entry for your staff to drastically reduce errors, frustration, wasted time, and delays in the financial disclosure process. DivorceHelp123 gives your clients an effortless experience, helping your firm to increase return business and referrals. 123 provides powerful decision-making tools such as scenario comparison reports to give your clients clear visibility of their options and how various what-if scenarios would affect their outcomes. DivorceHelp123 has served thousands of Family Law professionals and their clients in Colorado and is currently being validated by family law firms nationwide.

Starting Price: $35 per month

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Best Legal Software for Microsoft Excel

Compare the Top Legal Software that integrates with Microsoft Excel as of December 2025

What is Legal Software for Microsoft Excel?

Tabs3

Process Street

Odoo

Titan

LogicalDOC

WaiverFile

Contract Corridor

Centerbase

PerfectLaw

monday.com

Office Timeline

Intellect

Ideals Virtual Data Room

monday sales CRM

Contractbook

Captira

Fabasoft Business Process Cloud

Law Ruler

Creatio

LEX247

UniPhi

HoudiniESQ

Contract Advantage

Tonkean

AgileLaw

TrialPad

TranscriptPad

LIT SUITE

TimeLaw

DivorceHelp123

Best Legal Software for Microsoft Excel

Compare the Top Legal Software that integrates with Microsoft Excel as of December 2025

What is Legal Software for Microsoft Excel?

Tabs3

Process Street

Odoo

Titan

LogicalDOC

WaiverFile

Contract Corridor

Centerbase

PerfectLaw

monday.com

Office Timeline

Intellect

Ideals Virtual Data Room

monday sales CRM

Contractbook

Captira

Fabasoft Business Process Cloud

Law Ruler

Creatio

LEX247

UniPhi

HoudiniESQ

Contract Advantage

Tonkean

AgileLaw

TrialPad

TranscriptPad

LIT SUITE

TimeLaw

DivorceHelp123

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