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 practice management

Comprehensive
Practice Management

Manage the operation of your firm in a single unified platform. From client onboarding through matters management and time tracking, you have all the tools you need to keep your casework moving forward, clients informed and important timelines met. Centralize document management, collaborate with your legal team and follow up on every detail. See case status at a glance with flexible dashboards and reports.


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Use SmartSuite's leading project management features to track every case from start to finish

All-Inclusive
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.

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Integrate leading Customer Relationship Management (CRM) practices into your law firm operations

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.

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Centralized matter management

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.

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SmartSuite's Task Management and Time Tracking features integrate into law firm operations

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.

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How SmartSuite Works For Your Teams

Create rules to automatically trigger actions

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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Records are better than folders

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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Create executive dashboards summarizing data in key metrics, charts and timeline

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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Create executive dashboards summarizing data in key metrics, charts and timeline

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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Choose the perfect report view for your data

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 consolidates you tasks into a single list

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

Click on the cards below to view a live, read only version of the solution template.
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
https://app.smartsuite.com/public/pb7v5n6n/solution/6123ba12859fa4cd29bd807e
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
https://app.smartsuite.com/public/pb7v5n6n/solution/6123b64f27e51e988d57b565
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
https://app.smartsuite.com/public/pb7v5n6n/solution/60b6a2021d237f1aceddcdda/60b6a2021d237f1aceddcddc
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
https://app.smartsuite.com/public/pb7v5n6n/solution/6122b8352c3ec0a3ca271e59
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
https://app.smartsuite.com/public/pb7v5n6n/solution/6123c0d46e8d59b5adc6dfd0
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
https://app.smartsuite.com/pb7v5n6n/solution/611f4ad995f2e46a6684656e/611f4ad995f2e46a66846571/611f4ada8412cd044d59e1df/grid

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