Legal

Solutions designed to manage law firm operations, cases, time tracking and comprehensive client relationship management. Firms can use our full library of business solutions to manage everything from HR to Marketing.

Legal matters are easily managed in SmartSuite
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Comprehensive
Case Management

Use SmartSuite's leading project management features to track every case from start to finish. Onboard new clients, manage documents and discovery, track timelines and more.

Unparalleled Client
Relationship Management

Integrate leading Customer Relationship Management (CRM) practices into your law firm operations. Build proactive client management plans, track key contacts and elevate your workflows so you can focus on the 1-1 relationships that matter.

Centralized
Matter Management

Link every contact, task, invoice, and time entry to the appropriate matter. Collaborate with staff directly where the work is being done, adding notes and assigning comments to follow-up on every detail of your cases.

Integrated Task &
Time Tracking

SmartSuite's Task Management and Time Tracking features integrate into law firm operations. Track time by client engagement, then create, assign and prioritize tasks of any size for staff to manage in a single view with My Work.

How SmartSuite Works for Your Team

SmartSuite unites your information, processes and collaboration tools. See how our key features can be used to help your team reach its goals.

Workflow Automations

Get your billable done work with SmartSuite Automations using an intuitive, rules-based automation builder. Set triggers to kick-off actions. For example, "When Case Status changes to Ready for Review, notify Partner." Automations make the most of your time by streamlining routine tasks and eliminating redundancies.

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File Management

Store and organize documents securely in the cloud, reducing clutter and saving time - leave the era of lugging case files around in the past. Files are stored in case records and managed in the broader context of the work at hand.

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Collaboration

SmartSuite is designed from the ground-up to prevent shifting between the system where conversations about work are happening to the system and where the actual work is being done. Conversations and casework all happen here.

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Real-Time Updates

Instantly see when important updates have been made to case records, documents, comments, tasks and more. You'll see when colleagues are editing records in a live grid view that instantly shows you their updates.

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Dashboards

Roll up all of your important information in one place to make better decisions and ensure casework keeps flowing. Use dashboard widgets to display reports, roll-up key metrics, embed documents, publish announcements and more.

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Integrations

Connect your teams’ existing tools to get more work done by centralizing data. Integrate with existing time tracking tools or accounting software while streamlining your workflows.

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View Types

SmartSuite makes it easy to visualize your data across multiple views. View casework in a classic spreadsheet-style Grid View. Instantly shift to Calendar or Timeline Views to see case records and tasks by date. Manage new client opportunities or casework in Kanban view.

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My Work

In a world of competing cases, tasks and priorities - combined with limited resources - My Work provides you and your staff a single place to view assigned work across all cases. Assigned Records, Sub-Tasks, Comments and Checklist items

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Explore All Features

Legal

Track accounts, clients, and build client relationships

Legal CRM

This is our Sales CRM Lite solution adapted for law. Track accounts, clients, and build client relationships.

Track accounts, clients, and build client relationships
Track projects, time, budget and more with foundational account management capabilities

Legal Client Management

Track projects, time, budget and more with foundational account management capabilities. Built for solo attorneys, law offices and legal firms of any size.

Track projects, time, budget and more with foundational account management capabilities
Manage legal cases with SmartSuite

Legal Case Tracking

This solution focuses specifically on tracking hours and billing for legal cases using SmartSuite’s time tracking capability.

Manage legal cases with SmartSuite
Manage any type of legal issue with built-in security controls

Corporate Legal Ops

Manage any type of legal issue with built-in security controls. Geared for corporate legal matters, including both in-house and out-of-house counsel.

Manage any type of legal issue with built-in security controls
Quickly capture potential client information and manage initial consultations, referrals and next steps in the client relationship

Client Intake

Quickly capture potential client information and manage initial consultations, referrals and next steps in the client relationship.

Quickly capture potential client information and manage initial consultations, referrals and next steps in the client relationship
Track key company initiatives related to ethical and responsible governance, from carbon credits to equity in hiring

Corporate Social Responsibility

Track key company initiatives related to ethical and responsible governance, from carbon credits to equity in hiring.

Track key company initiatives related to ethical and responsible governance, from carbon credits to equity in hiring

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Coming Soon !

Our awesome native apps are coming along and will be published really soon !

Will be available by January 1, 2022