--- title: The Top 11 Legal Software Features Checklist --- # The Top 11 Legal Software Features Checklist Last Reviewed: March 11, 2026 11 min read [No comments](https://www.selecthub.com/legal/legal-software-features/?noamp=mobile#respond) [ ![Riya Jamble](https://www.selecthub.com/wp-content/uploads/2023/11/cropped-Riya-Headshot_Meet-the-Team-96x96.jpg) ](https://www.selecthub.com/author/riya-jamble/) [Written by Riya Jamble](https://www.selecthub.com/author/riya-jamble/) Technical Content Writer [ ![Dianna Dragonetti](https://www.selecthub.com/wp-content/uploads/2024/02/cropped-Dianna-Headshot-96x96.jpg) ](https://www.selecthub.com/author/dianna-dragonetti/) [Edited by Dianna Dragonetti](https://www.selecthub.com/author/dianna-dragonetti/) Content Editor Table of Contents * [Top Legal Software Features](#Top%5FLegal%5FSoftware%5FFeatures "Top Legal Software Features") * [1\. Billing and Payments](#1%5FBilling%5Fand%5FPayments "1. Billing and Payments") * [2\. Calendaring and Legal Docketing](#2%5FCalendaring%5Fand%5FLegal%5FDocketing "2. Calendaring and Legal Docketing") * [3\. Client and Contact Management](#3%5FClient%5Fand%5FContact%5FManagement "3. Client and Contact Management") * [4\. Dashboard and Reporting](#4%5FDashboard%5Fand%5FReporting "4. Dashboard and Reporting") * [5\. Document Management](#5%5FDocument%5FManagement "5. Document Management") * [6\. Matter/Case Management](#6%5FMatterCase%5FManagement "6. Matter/Case Management") * [7\. Mobile Capabilities](#7%5FMobile%5FCapabilities "7. Mobile Capabilities") * [8\. Task Management](#8%5FTask%5FManagement "8. Task Management") * [9\. Time and Expense Management](#9%5FTime%5Fand%5FExpense%5FManagement "9. Time and Expense Management") * [10\. Integrations](#10%5FIntegrations "10. Integrations") * [11\. Security and Compliance](#11%5FSecurity%5Fand%5FCompliance "11. Security and Compliance") * [FAQs](#FAQs "FAQs") * [What is legal software?](#What%5Fis%5Flegal%5Fsoftware "What is legal software?") * [What are the different types of legal solutions?](#What%5Fare%5Fthe%5Fdifferent%5Ftypes%5Fof%5Flegal%5Fsolutions "What are the different types of legal solutions?") * [How can I select the best legal system?](#How%5Fcan%5FI%5Fselect%5Fthe%5Fbest%5Flegal%5Fsystem "How can I select the best legal system?") * [Next Steps](#Next%5FSteps "Next Steps") If you’re here, that means you’ve heard how legal software can be your sidekick ‌in this fast-paced legal landscape. But before you invest in one, you need to create a checklist of [legal software](https://www.selecthub.com/c/legal-software/) features to select the best solution. [Get our Legal Software Requirements Template](https://pmo.selecthub.com/legal-software-requirements-onsite/) ![Legal Software Features and Requirements]() ## Top Legal Software Features We’ve mentioned some key legal software features you should look for while evaluating a legal software below. ### 1\. Billing and Payments Your law firm or practice is a ship sailing through the stormy sea of legal cases. But when it comes to invoicing, it might feel like trying to navigate with a faulty compass. Legal solutions with billing capabilities act as a lighthouse guiding you to adopt efficient invoicing practices. These solutions enable you to classify legal services and expenses using [Uniform Task-Based Management System (UTBMS) codes](https://www.americanbar.org/groups/litigation/resources/uniform%5Ftask%5Fbased%5Fmanagement%5Fsystem/), helping you generate bills in [Legal Electronic Data Exchange Standard (LEDES) format](https://ledes.org/ledes-xml-ebilling-ver-2-2/). ![Generate invoices with Clio]() Generate invoices with [Clio](https://www.selecthub.com/legal-software/clio/). [Source](https://www.youtube.com/watch?v=hwk6QX8oN-M) Trust accounting capabilities help you record and track deposits and withdrawals, ensure compliance with ethical standards, and set up transaction alerts. They automatically allocate interests earned on IOLTA accounts to specific legal aid programs. Today, people prefer paying online. And if you don’t provide them with those means, they might switch to another law firm. You should consider a solution that enables clients to make electronic payments via debit or credit cards or digital wallets. ### 2\. Calendaring and Legal Docketing Missing deadlines can be a costly mistake for attorneys as it can result in legal penalties and the dismissal of cases. It can also tarnish your reputation and lead to lost clients. To stay on top of your schedule, you should invest in a solution that offers calendaring modules. They allow you to schedule appointments with clients within minutes. You can switch to the chronological timeline view and filter events by day, week or month. Furthermore, you can set up reminders for court appearances, meetings and more. ![Managing calendar with MyCase]() [MyCase’s](https://www.selecthub.com/legal-software/mycase/) calendaring functionality. [Source](https://www.youtube.com/watch?v=JE%5Fp39xB4x4) These legal apps often integrate with Google Calendar and iCal. You can share your schedules with other lawyers to keep them informed about important events. Docketing tools enable you to access judicial calendars and track court appearance dates and deadlines for submitting documents. [Get our Legal Software Requirements Template](https://pmo.selecthub.com/legal-software-requirements-onsite/) ### 3\. Client and Contact Management Managing clients and contacts can be daunting. From updating contact information to ensuring timely communication, it’s easy to get lost in the shuffle. You should consider a legal app that provides client and contact management tools to streamline processes and keep your clients happy. You can store and organize client and matter contact details such as names, addresses, phone numbers and email addresses. You can attach secondary contacts to any case or profile. Furthermore, you can maintain a client communication log to record every interaction. ![Storing matter contacts with Zola Suite]() Store matter contacts with [Zola Suite](https://www.selecthub.com/legal-software/zola-suite/). [Source](https://zolasuite.com/?%5F%5Fhstc=110964314.29ce64e0c999f6c89b001e5c28d233a9.1675018455706.1675018455706.1675018455706.1&%5F%5Fhssc=110964314.1.1675018455706&%5F%5Fhsfp=2327326860) These applications enable you to create individual profiles consisting of clients’ photos, billing preferences and connected matters. Create and send custom intake forms to customers via the client portal. Enable them to share documents, pay bills, schedule appointments and fill out intake forms through the same. ### 4\. Dashboard and Reporting Data is the most valuable asset of any organization. But just storing it won’t help your legal practice. Dashboards and reports assist you in making sense of captured data. Dashboards help you gain real-time visibility into key metrics of your legal practice at a glance. From billable hours to open cases, you will have a bird’s eye view of everything. [Data visualization tools](https://www.selecthub.com/business-intelligence/data-visualization-tools/) enable you to transform data into charts, graphs and infographics, making it more digestible. Such capabilities help you develop strategic plans and make data-driven decisions. ![Track KPIs with Law Ruler]() Monitor KPIs with [Law Ruler](https://www.selecthub.com/legal-software/law-ruler/). [Source](https://www.youtube.com/watch?v=A2vYEcUoHNk) You can generate cash flow statements, balance sheets, budget variances and work-in-progress reports to evaluate your practice or company’s operational and financial performance. Export data to third-party [business intelligence tools](https://www.selecthub.com/business-intelligence-tools/) for further analysis. [Get our Legal Software Requirements Template](https://pmo.selecthub.com/legal-software-requirements-onsite/) ### 5\. Document Management Managing and locating legal documents is challenging. According to the EY Law Survey, 90% of professionals said they face challenges locating contracts. Legal software with document management capabilities helps you organize, store and retrieve files with ease. You can store unlimited documents in a central hub. You can share files with clients and other lawyers from within the platform. Furthermore, you can convert documents into PDFs and combine them into one case file. [Optical charter recognition (OCR)](https://nanonets.com/blog/legal-ocr/) technology allows you to digitize and convert scanned files into searchable, editable text, helping you find the desired information quickly. It also assists you in automating data entry tasks, which in turn increases efficiency. ![View, edit and manage documents with Filevine]() View, edit and manage documents with [Filevine](https://www.selecthub.com/legal-software/filevine/). [Source](https://www.youtube.com/watch?v=11nZMlqBT-A) Document version control enables you to track and manage changes over time. This makes it easy for you to audit and review files, ensuring that all revisions comply with legal guidelines. Most legal systems provide pre-built, customizable templates to allow you to capture information quickly and maintain consistency. They integrate with [eDiscovery systems](https://www.selecthub.com/ediscovery-software/) to help you adhere to [eDiscovery rules](https://www.logikcull.com/guide/introduction-to-ediscovery-basics) and data privacy laws. They also enable clients to e-sign documents, making it faster and more efficient for you to execute agreements. ### 6\. Matter/Case Management If you want to effortlessly handle clients’ legal matters from start to finish, you should look for a solution that provides case management capabilities. They let you track case developments in real time and set lawsuit statuses to open, closed or pending. Several legal solutions include ‌a database of [statutes of limitations](https://www.investopedia.com/terms/s/statute-of-limitations.asp) to help you easily reference the specific timeframes for different types of cases in your jurisdiction. ![Case management in CASEpeer]() [CASEpeer’s](https://www.selecthub.com/legal-software/casepeer/) case management functionality. [Source](https://www.casepeer.com/feature-case-management) They enable you to scan your client and contact databases to check for [conflicts of interest](https://www.americanbar.org/groups/professional%5Fresponsibility/publications/model%5Frules%5Fof%5Fprofessional%5Fconduct/rule%5F1%5F7%5Fconflict%5Fof%5Finterest%5Fcurrent%5Fclients/comment%5Fon%5Frule%5F1%5F7/) to help you maintain the highest ethical standards and avoid any situation that can compromise your ability to provide unbiased representation to your clients. [Get our Legal Software Requirements Template](https://pmo.selecthub.com/legal-software-requirements-onsite/) ### 7\. Mobile Capabilities You might have to juggle multiple cases and deadlines at once. Legal systems with mobile capabilities help you manage everything at your fingertips. Whether you’re in court or meeting clients, they enable you to access documents via Android and iOS devices. ![Track tasks via mobile devices with Rocket Matter]() Track tasks via mobile devices with [Rocket Matter](https://www.selecthub.com/legal-software/rocket-matter/). [Source](https://www.rocketmatter.com/blog/rocket-matter-legal-ipad-edition-2/?%5F%5Fhstc=184353721.4b44870ec4a577029c49e44b73bd3bee.1600300800159.1600300800160.1600300800161.1&%5F%5Fhssc=184353721.1.1600300800162&%5F%5Fhsfp=3144615221) You can view upcoming deadlines, schedule appointments, approve invoices, and track tasks, time and expenses on the go. Furthermore, you can share documents with paralegals and other attorneys and send emails to clients with just a few clicks. ### 8\. Task Management If you’re tired of scribbling to-do lists on paper and sticky notes, you should choose an app that provides task management capabilities. They enable you to assign tasks to other lawyers on your team. You can also link tasks to cases for quick access. [Kanban tools](https://www.selecthub.com/c/kanban-software/) provide you with a visual representation of tasks and cases as they progress. They allow you to identify and address bottlenecks to help you optimize processes. You can also set task priority to urgent, high and low. ![Lawcus Kanban boards]() Optimize workflows using Kanban boards with [Lawcus](https://www.selecthub.com/legal-software/lawcus/). [Source](https://www.youtube.com/watch?v=bl5oPWtniuE&t=148s) You can add time estimates to jobs and set deadlines. Receive notifications when someone completes their assignments. With the ability to streamline your workflows, you’ll be able to focus on more important things like winning cases. [Get our Legal Software Requirements Template](https://pmo.selecthub.com/legal-software-requirements-onsite/) ### 9\. Time and Expense Management It’s possible that you get super involved in a case and forget to track your hours. To never miss a billable minute, you should ask vendors if they provide time and expense management capabilities. They allow you to track time via internet-enabled devices. If running a law firm, you can set hourly rates for different attorneys. You can also set custom rates based on time entries and case type. ![Recording time and expense details with CosmoLex]() Capture time and expense details with [CosmoLex](https://www.selecthub.com/legal-software/cosmolex/). [Source](https://www.youtube.com/watch?v=-m4nFKuKtk4) You can set budgets for cases and track their progress against them. You can also categorize expenses such as travel, office supplies, private investigator fees and other miscellaneous costs. Generate time and expense reports to gain an overview of your firm’s financial performance, identify key areas of improvement, and make informed business decisions. ### 10\. Integrations Constantly switching between different programs can cause inconsistency across your workflows. That’s why you should look for an app that provides integrative capabilities. They help you eliminate manual double entry errors and ensure data integrity. You can integrate with apps like Gmail, Microsoft Outlook, Zapier and more. ![PracticePanther Gmail integration]() [PracticePanther’s](https://www.selecthub.com/legal-software/practicepanther/) Gmail integration. [Source](https://www.youtube.com/watch?v=BwW%5Fg5tePUc) Most legal solutions usually integrate with: * [CRM tools](https://www.selecthub.com/crm-software/) * [Legal billing software](https://www.selecthub.com/legal-billing-software/) * [Case management apps](https://www.selecthub.com/case-management-software/) * Legal document management systems * [Legal practice management tools](https://www.selecthub.com/legal-practice-management-software/) They also support integration with popular payment gateways such as [Stripe](https://www.selecthub.com/pos-software/stripe/), [PayPal](https://www.selecthub.com/ecommerce-platforms/paypal/) and LawPay. ### 11\. Security and Compliance Some apps provide [SSL/TLS](https://kinsta.com/knowledgebase/tls-vs-ssl/) encryption to aid you in securing data transmission between servers. They also enable you to comply with [General Data Protection Regulation (GDPR)](https://gdpr.eu/compliance-checklist-us-companies/) guidelines. If you accept online payments, you need to adhere to the [Payment Card Industry Data Security Standard (PCI-DSS)](https://docs-prv.pcisecuritystandards.org/PCI%20DSS/General%20Guidance/PCI-DSS-v4-0-At-A-Glance.pdf). And legal solutions help you with the same. You can grant role-based access to authorized users to protect sensitive data. Some apps also allow you to mask certain sections of your document for security reasons. [Get our Legal Software Requirements Template](https://pmo.selecthub.com/legal-software-requirements-onsite/) ## FAQs ### What is legal software? Legal software is a digital solution that helps law firms, legal practices and attorneys streamline workflows, stay compliant, gain real-time visibility and boost productivity. They integrate with third-party applications to assist you in maintaining data consistency. ### What are the different types of legal solutions? Types of legal systems are as follows: * Billing and time tracking * Legal citation generator * Document management * Bankruptcy tools * Record management * Estate planning apps * Legal research * Family law products ### How can I select the best legal system? Start by listing your law firm’s needs. Do you need a scalable solution? What integrations do you require? How many user licenses do you need? What features do you require? If you already use a solution, note down where it falls short and how a new application will address those shortcomings. You can check out industry guides and read online reviews to learn more about the software and vendors. You can also contact professionals currently using the system to gather honest feedback. To know more about how to select the perfect system, check out our [Lean Selection methodology](https://www.selecthub.com/miscellaneous/technology-selection/software-evaluation/). [Compare Top Legal Software Leaders](https://pmo.selecthub.com/request-custom-scorecard/?category=Legal%20Software) ## Next Steps Managing your legal workflows the manual way can slow you down. Legal solutions provide features like document management, reporting, billing and calendaring to empower you to work smarter and better handle your cases. You can prioritize which modules are vital for your company using our free [requirements template](https://pmo.selecthub.com/legal-software-requirements-onsite/) to find your perfect software match. What legal software features are the most important to you? Please let us know in the comments. ### Trending Topics #### [Legal Management](https://www.selecthub.com/category/legal/) [Different Types of Lawyers: Which One Do You Need?](https://www.selecthub.com/legal/types-of-lawyers/) [The legal field can be extensive and challenging to navigate for the uninitiated. 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Contributions from Riya Jamble, and Dianna Dragonetti. ## About the Contributors The following team members helped research, create, and review this content. [ ](https://www.selecthub.com/author/riya-jamble/) Written by [Riya Jamble](https://www.selecthub.com/author/riya-jamble/) Technical Content Writer Riya is a Technical Content Writer at SelectHub. She writes content for our construction scheduling and bidding, CMMS and medical billing categories. She's also a part of the social media team where she crafts posts that engage and resonate with our audience. Riya holds a Graduate Degree in Journalism and Mass Communication from Lovely Professional University, Punjab, India. Fueled by a love for black coffee, her day begins and ends with its energizing ritual. Riya enjoys a variety of TV series, including Friends, Suits, American Horror Story, and How to Get Away with Murder. During her free time, you'll find her reading or spending time with her close ones. She believes in magic and is waiting for that day when reality compromises and fairytale swirls around with a smile. [See Full Bio](https://www.selecthub.com/author/riya-jamble/) [ ](https://www.selecthub.com/author/dianna-dragonetti/) Edited by [Dianna Dragonetti](https://www.selecthub.com/author/dianna-dragonetti/) Content Editor As an editor, Dianna Dragonetti leads a team of five writers in writing about a variety of software, with an emphasis on how these tools empower businesses. Categories include accounting, learning management systems, content management systems, supply chain management, and electronic data interchange. [See Full Bio](https://www.selecthub.com/author/dianna-dragonetti/) Perminder KaurHow To Start A Law Firm: A Comprehensive Guide * ‹ * › ### Conversation ![Avatar](https://secure.gravatar.com/avatar/281d3616cf761f3582c0d76c23517846?s=32&d=mm&r=g) Write a response [Cancel reply](https://www.selecthub.com/legal/legal-software-features/#respond) Your message Your name \* Your email \* Website Save my name, email, and website in this browser for the next time I comment. Δ [ Go to mobile version ](https://www.selecthub.com/legal/legal-software-features/?amp=1) **Tier 1:** Fully/moderately supported out-of-the-box allowing for quick and easy deployment. Fully or moderately supported out-of-the-box with industry-leading capabilities and is immediately available after installation without needing any add-ons, integrations, or custom development. **Tier 2:** Supported with workarounds or add-ons that may require additional costs. Not directly available in the software, but can be accomplished using other built-in features, workarounds, or add-ons/products from the vendor with or without any additional cost. **Tier 3:** Requires partner integrations or custom development that is often at an additional cost. Requires additional integrations, plugins, marketplace applications from a third-party vendor, or custom development using the APIs, libraries, extensions, and development framework supported by the software, with or without any additional cost. 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