5 Best Legal Project Management Software

So, you are in the market for a legal project management software.

Ideal, because in this article we have our compilation list for our top picks, and we compare the features and pricing for you. 

If you just want the best choice, we’ve added that right at the top of the article as this was what is most requested by our customers and what we see the best feedback with. So, that’ll be the “can’t go wrong” option. 

Otherwise, feel free to explore all the options we’ve reviewed on the market to find something that might fit you a little better.

Enjoy the list!

The Best Legal Project Management Software Specifically

Legal project management software is essential for law firms aiming to streamline tasks, optimize client communication, and ensure efficient document handling. These tools offer features like task tracking, deadline reminders, budget monitoring, and secure document storage.

Moreover, integration capabilities with other legal software enhance workflow efficiency. As the legal industry becomes increasingly competitive, leveraging the power of such software can significantly improve productivity, ensure compliance, and elevate client satisfaction, making it an indispensable tool for modern legal practitioners.

1. Monday

Monday integrates client emails, collects leads with forms, and refines marketing campaigns through scrupulous analysis that greatly enhances your relationship with clients and creates more business opportunities. It’s an easy-to-use platform that simplifies organizational tasks for sales and marketing teams.

Monday Features

Here are some features that make Monday a unique CRM:

• Software development: Monday provides templates to help your technical team quickly organize tasks, find bugs and improve iterations. You can add indicators to let the team know what you are working on and analyze the resource allocation. Every project has a specific ID that can be used; to track it among other tasks. Clients will automatically be alerted once the error is solved to reduce downtime and keep customers updated.
• HR structuring: Monday lets users manage recruiting process and track employee progression through its HR tools such as Applicant Tracker, Employee Engagement, Attendance Tracker, Recruitment Tracker, and Vacation Tracker. You can boost the team spirit of your employees by creating specific goals and giving constructive feedback on their work.
• Inventory Management: Businesses can record product and asset details while setting automation to get regular updates about sales and inquiries. You can create new templates to match the company’s requirements and integrate Monday with other applications to make the tasks easier. Moreover, Monday generates a unique QR code for each product so your clients can coherently buy the inventory.
• Marketing and Creative attributes: Monday can bridge the gap between creative thinking and marketing strategies by merging them into a single platform. You can create visualizations on campaign effects, share ideas and create personalized operations to make information accessible for employees.
• Sales operations: Monday offers CRM customization to make the leads attainable and manage all opportunity stages at a single interface. You can see the combined effect of marketing and sales campaigns to make adjustments accordingly. Moreover, businesses can centralize the available data for ease of use and synchronization of operations.
• IT workspace: You can add educational content for new recruitments to learn skills faster and ensure quality work. Monday lets you set access permissions for tasks and strictly follows security protocols to prevent cyber attacks on your CRM database. You can integrate IT tools and put technical work in order on Monday.

Monday Pricing

Monday CRM offers 4 pricing options depending upon your business size and requirements.

“Individual” plan is free of cost and lets users record work-related activities. 

“Basic” plan is priced at $10/month for a single user and offers 5GB storage along with customer support.

“Standard” plan is worth $14/month for a single user and offers additional collaboration tools. 

“Pro” subscription costs $27/month for an individual and offers chart view along with time tracking.

“Enterprise” plan is made specifically for large businesses and includes quality security features. You can contact support to get a quote on the “Enterprise” package.

2. Asana

All important projects involve groups of people coming together to achieve a shared goal. Asana is a tracking and project management software that allows teams to collaborate on tasks and track progress. It simplifies communication and data sharing, allowing you; to stay up-to-date with the latest project requirements.

Asana features

Here are some exclusive features of Asana:

• Workflow builder: Asana provides visual tools to efficiently create workflows that simplify your execution and management tasks, helping your teams stay connected from initiation to completion. With the workflow builder, you can systemize; the information intake and capture ideas more easily.
• Workload management: With Asana’s coherent workload management, you can ensure your teams are not overwhelmed by the tasks and can easily schedule their work. Project managers can get a clear overview of what’s happening inside the workspace to promote balance.
• Resource Allocation: It allows you to reassign high-priority tasks to more suited employees with just a few clicks. You can easily analyze the current progression and send the relevant details to the assigned personnel for a seamless transition.
• Views and Reporting: Asana provided real-time analytics and insights through AI-powered reporting tools that assist you in setting realistic objectives for your teams. You can specify the criteria and generate reports to see progress across projects.
• Project Synchronization: It enables users to see contextual information regarding the same task across different project teams without duplications. So project managers can assess the employee’s work performance.
• Data security enhancement: Asana allows you to export data to a dedicated server for your business, boosting network security. Users can easily delete or reset their current workspaces to start anew effortlessly.
• Mobile accessibility: Asana is accessible from iOS and Android devices to help you stay on top of project management anytime, anywhere. You can update task status, check schedules and have conversations with your teams.
• Robust rest API: Asana supports seamless integration with several reporting tools and allows automation; to quickly execute tasks across other platforms. You can connect GitHub, Harvest and Slack to track project status or view any recent code edits.

Asana Pricing

Asana offers 3 Pricing options for users to serve their unique project management requirements.

The “Basic” plan is for individuals or businesses looking to get started with Asana and understand its core function. It’s a free subscription plan that provides rudimentary features of Asana.

The “Premium” plan provides access to Asana’s “Workflow Builder” and lets users create multiple timelines within the interface to manage and reassign overlapping tasks. It is priced; at $10.99/user/month upon annual billing.

The “Business” plan is for enterprises looking to maintain scalability and handle the huge workload. It provides access to all exclusive features of Asana. “Business” plan is priced; at $24.99/user/month upon annual billing.

3. Trello

Trello allows your project teams to work together and maintain coordination between all departments within your business organization. It empowers project management by providing; the necessary tools and workflows to keep up with the scaling demands.

Trello centralizes your project details in one collaborative location, making it easier to track, manage and complete multiple tasks.

Trello Features

Here are some exclusive features of Trello:

Multiple Views: Trello offers users the ability to switch between their preferred; views and brings a unique perspective to project management. It enables you swiftly execute your ideas into actions by providing clear visibility into every ongoing task. Trello Board view breakdown the project into multiple steps and updates the Workspace every time a task is near completion.

Dashboard: With the dashboard, you can gain actionable insights into your business processes so you can prevent bottlenecks and maintain efficiency. It allows users to customize key metrics and anticipate a team’s requirements.

Trello Maps: Trello provides inbuilt interactive maps tl track field services and views the locational information pertinent to every project. It’s a valuable feature for businesses that have agents in the field and allows managers to track the latest updates regarding what’s happening in different project sites.

Butler: Trello offers an automation feature named “Butler” that allows you to create no-code integrations, workflows and bots to automate repetitive procedures. You can set pre-defined instructions for every automation and ensure the system quickly updates the relevant members every time a task is completed. You can turn on the suggestion feature, and Trello will identify your repetitive actions to suggest single-click automation that simplify your workload.

Power-ups: With Trello’s featured Power-ups, users can add third-party plugins to enhance the functioning within their Workspace. You can integrate valuable tools like; Jira, Google Drive, Slack and any other relevant sources to access your files and documents within Trello’s unified database.

Template creation and customization: Users can switch between templates to provide their teams with a blueprint for efficient project management. You can access the templates made by other users and create new ones to share with the Trello community. It helps you go digital with your work management and allows customization to the existing templates so they can meet your specific project requirements.

Trello Pricing

Trello offers 4 Pricing options for businesses to use the platform for project management.

The “Free” plan offers unlimited storage along with intrinsic project management tools and is best for teams looking to get acquainted with Trello.

The “Standard” plan offers advanced checklists, along with the basic features included in the “Free” pricing option. It is priced; at $5/user/month upon annual billing.

The “Premium” plan offers a dashboard view to get analytical insights along with the features included in the “Standard” pricing option. It is priced; at $10/user/month upon annual billing.

The “Enterprise” plan allows users to maximize Trello’s functionality and create unlimited workspaces. It is priced; at $17.5/user/month upon annual billing.

4. Wrike

Wrike provides an optimized solution to businesses for project management requirements. Its greatest strength is its scalable platform that grows with your business requirements. With Wrike, you can enable a collaboration platform and maintain 360⁰ visibility into all operations.

Wrike Features

Here are some exclusive features of Wrike:

Reports: Wrike offers quality reporting tools that allow you to analyze your work and stay on top of everything. It provides a high-level overview of all your current projects and enables you to identify bottlenecks and drill down to deeper task levels in order to take timely action. Wrike also provides retrospective information on your completed projects and tasks.

Wrike Calendars: Wrike Calendars helps you; keep track of what you need to work on and when. With Wrike, you can create smart calendars based on your folders or projects and filter them through several criteria. You can also create; a classic calendar and be in full control of its content.

Custom Workflows: Wrike allows you; to create unique workflows and enables your team to work in a way they find most comfortable. You can create custom statuses within each workflow to; get a reflection of what stage your tasks are in. With Wrike, it’s much simpler to report on assignments and specify; who should be an assignee once a project has reached a particular status.

Custom Field creation: For a scaling business, you have to; track all sorts of data. With Wrike, you can create custom fields in your projects and tasks and populate them with the required information. You can design specific fields for the project’s budget, marketing campaigns and sales operations, making financial management a lot easier. Moreover, Wrike automatically runs calculations for the numeric data.

Request Forms: Wrike allows Request form creation for businesses dealing with tickets or requests. It enables you; to effortlessly capture all information from a client. Once done, Wrike automatically triggers a task or project based on the available information. You can predefine this information, like assignees or locations and share it with your colleagues while also making them available externally.

User Groups: You can create user groups within Wrike based on company departments, subteams, office locations or cross-departmental teams. This way, it’s extremely simple to share something with a specific group, and you can remain in touch with every project team.

Wrike Pricing

Wrike offers 5 Pricing options plus 2 Additional subscriptions for marketing and services delivery teams.

The “Free” plan comes at zero cost and offers basic task management capabilities along with a live activity stream. It is best for new users looking to get acquainted with Wrike.

The “Professional” plan is priced at $9.8/user/month and offers interactive Gantt charts plus shareable dashboards.

The “Business” plan is priced at $24.8/user/month and allows users to create custom fields or workflows according to their requirements.

The “Enterprise” and “Pinnacle plans are only available for businesses with 5+ users and offers all features of Wrike.They are suitable for established organizations. You can contact the sales team to get a price quotation.

The additional plans for; marketing and service delivery teams can also be availed: within Wrike. You can customize the subscription and get a price quotation by contacting the sales team.

5. Mavenlink

Mavenlink offers a cloud-based project management platform for professional businesses to improve organizational clarity and deal with the workload. It helps your service teams to understand the project expectations and distribute tasks to employees while adhering to the company’s latest requirements.

Mavenlink Features

Here are some exclusive features of Mavenlink:

Resource Management: Mavenlink offers advanced resource management tools that help you plan your project journey till the final stage. It addresses the entire resource management cycle by providing a collaborative platform for your employees. With Mavenlink, you can enable unparalleled resource visibility and gain the ability to identify changes.

Dynamic Resource Optimization: Mavenlink offers professional organizations the transformative ability to enable predictive outcomes and optimize resource planning for a limitless scaling experience. With Mavenlink, you get real-time responsiveness designed; to continuously improve your operations. It allows you to; easily recognize changes in demand and supply while exploring impacts on your revenue and margins.

Project Workspace: Mavenlink’s project workspace is highly efficient and effective, unlike its competitors. You can view the upcoming tasks and ensure all submissions are made on time to avoid any conflicts. It offers you the ability to easily improvise and adapt to the client’s requirements and deliver the best services.

Business Intelligence: Mavenlink understands that the projects are core to; every business’s success and optimizes every step in the lifecycle around your clients. It automatically enables the selling phase once the services are demanded; by a client and updates the upcoming procedures regularly. Mavenlink helps you estimate, gather and align the right resources on the right projects, helping you stay efficient.

Integrations and Workflows: Mavenlink offers M-Bridge that helps you integrate all necessary tools for your organization’s ample development. It can be easily connected; to a CRM like Salesforce. So you can create a single working platform for your client and project management. Additionally, it equips you to configure workflows to suit your needs and create custom rules.

Operations Management: Mavenlink allows users; to robustly collaborate on projects and get a full perspective on every detail. So they can make the right decisions. You can improve execution by creating a scenario for every project and giving your team a blueprint for approaching the task.

Mavenlink Pricing

Mavenlink offers custom pricing options based on your business industry and tool requirements. To get a pricing quote, fill up your niche market, mention the size of your company and the location of headquarters. Once done, Mavenlink’s sales team will reach out to you with the best-customized plan on the provided contact details.

Why use a Project Management Tool at all ?

Project management tools facilitate organization, enhance collaboration, and ensure timely project completion. They offer centralized task tracking, resource allocation, and deadline monitoring.

Such tools also provide visual aids like Gantt charts for progress visualization. With increasing project complexities, these tools are vital for ensuring efficiency, accountability, and streamlined communication, ultimately driving project success.

Why opt for Legal Project Management Software ?

Legal practices are vastly different from typical corporate environments. The intricate nuances, confidentiality requirements, and stringent timelines associated with legal matters demand a specialized approach. Enter legal project management software. 

General project management tools might cater to a broad spectrum of industries, but legal project management software is uniquely designed with the legal profession in mind. It offers functionalities like matter management, time tracking per case, and client-specific billing.

It’s not just about task tracking; it’s about integrating the workflow peculiarities that are second nature to legal professionals.

Clear, concise, and prompt communication is the hallmark of a successful legal practice. Legal project management software often comes equipped with client portals that streamline interactions.

Clients can safely access their case documents, track the progress of their matters, and communicate with their lawyers in a secure environment. This transparency builds trust and fosters a stronger attorney-client relationship.

In the legal world, document handling is paramount. The software ensures that documents are stored, organized, and retrieved efficiently. But beyond that, it offers security features tailored to protect sensitive legal information.

Version control, access restrictions, and audit trails are some features that help maintain the integrity of legal documents and ensure they remain uncompromised.

Billing disputes can damage the reputation of legal firms. Precise time tracking ensures that every minute spent on a client’s matter is accounted for.

Integrated billing features allow legal professionals to generate invoices that reflect the actual time and resources dedicated to a case, minimizing disputes and enhancing client satisfaction.

The nature of legal projects often involves shifting priorities. Legal project management tools offer dynamic resource allocation features.

This ensures that critical matters receive immediate attention, while also providing insights into resource availability for future cases. Forecasting tools allow firms to predict workloads, helping in strategic decision-making and ensuring optimal distribution of work.

Legal matters are fraught with potential risks. Missed deadlines, overlooked details, or non-compliance with procedures can have serious repercussions. With the software in place, risks are mitigated.

Automated reminders, compliance checklists, and workflow automations reduce the chances of human errors and ensure that every legal process aligns with the required standards.

The beauty of specialized legal project management software lies in its integration capabilities. It can seamlessly blend with other tools that legal firms frequently use, such as legal research platforms, eDiscovery tools, and client relationship management systems. This integration creates a unified platform, enhancing the efficiency of the firm’s operations.

In an era where the legal industry is more competitive than ever, having an edge is crucial. Legal firms that deploy project management software portray themselves as tech-savvy, organized, and committed to delivering top-notch services.

Clients, especially corporate ones, are likely to be drawn to firms that leverage modern technology for efficient service delivery.

Legal project management software is not just a luxury; for many modern firms, it’s a necessity. 

Legal Project Management Software, A Summary 

Legal project management software streamlines legal tasks, ensures efficient document handling, and enhances client communication. 

Tailored for legal needs, it offers security, precise billing, risk management, and integration capabilities, making it indispensable for modern law firms.

Monday excels as a legal project management software due to its intuitive interface, customizable workflows, and robust collaboration features. 

Its adaptability to legal processes and seamless integration capabilities make it a top choice for law firms prioritizing efficiency and client communication.

What Project Management Software would you recommend?

In short, It’s Monday.com.

It’s a platform that simplifies communication across teams and helps hit goals faster, with team management software that maximizes productivity and empowers everyone to work smarter together. You can’t go wrong with Monday.com.

“🚀Try Monday.com For Free, It’s my favorite Project Management Software to use and recommend.” -Scott Max

Monday.com is a user-friendly project management platform that offers powerful tools to streamline complex workflows for larger companies, ensuring efficient operations and delivering impressive project outcomes. Monday.com has you covered for your: Team Projects, Service, Sales, CMS, Operations, and Marketing needs.

For more details, read our Monday.com Review.