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.
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.
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.
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 Teams
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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Legal
Legal CRM
This is our Sales CRM Lite solution adapted for law. Track accounts, clients, and build client relationships.
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.
Legal Case Tracking
This solution focuses specifically on tracking hours and billing for legal cases using SmartSuite’s time tracking capability.
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.
Client Intake
Quickly capture potential client information and manage initial consultations, referrals and next steps in the client relationship.
Corporate Social Responsibility
Track key company initiatives related to ethical and responsible governance, from carbon credits to equity in hiring.
