6 Best Project Management Software for Lawfirms

by Scott Max

So, you are in the market for a project management software that suits lawfirms.

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 Project Management Software specifically for Lawfirms

Lawfirms have to deal with multiple client cases, maintain a legal database and ensure accurate paperwork to avoid any discrepancies. A project management software that provides online proofing, employee scheduling and case management will be the perfect fit for this category. Have a look at the products below to choose the best project management software for Lawfirms:

1. 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.

2. Airtable

Airtable provides your organization flexibility to work. It fastens your workflows and maintains a constant flow of information. So everyone within the organization is aware of the project demands. Additionally, it allows users to personalize the interface as they see fit and allows them to work more efficiently.

Airtable Features

Here are some exclusive features of Airtable:

Custom Interfaces: Airtable offers a unique way to collaborate and work with its custom interfaces. It provides an interface designer that enables you to turn the information stored in your Airtable base into custom interactive interfaces. Within an organization, every employee has unique requirements depending upon profile and project needs. So a common interface is not always the most efficient way of carrying out the work. With custom interfaces, your employees can choose what their Airtable base looks like and simplify collaboration by surfacing the relevant data.

Multi-source Sync: Airtable allows you to aggregate; multiple sources within its interface. So you can effortlessly switch between information channels. With Multi-source sync, you can import crucial workflows and project details from a different database. You can create a standard review process or universal statuses for your design team regardless of the asset source.

Page Designer: Airtable offers a page designer that allows you to create a custom layout and display every record in your Airtable interface. You can build catalogues and invoices efficiently by preparing your base according to your specific requirements. It makes a unique record for each individual campaign, making it easily accessible for your teams, reducing the downtime between scouring for relevant slides and printing out the data.

Button Fields: Airtable's Button Fields allow you to build clear calls to action in your workflows. It can assist you in launching a web page and integrates with your basic apps. So you can contact a client or view project statuses with just a single click of a button. You can set buttons to open drafts for any piece of content in a table by simply creating a button field.

Automations: Airtable's automation allows you to centralize your workflows and increase the processing speed. With automation, you can create custom rules that run automatically according to set triggers and the corresponding actions. It's highly beneficial to end the repetitive tasks and helps your employees focus on more rewarding issues. So they can quickly complete the project.

Airtable Pricing

Airtable offers 4 Pricing options for users depending upon their unique requirements.

The "Free" plan is free to use and offers individual freelancers or small businesses adequate tools to carry out their projects efficiently.

The "Plus" plan is priced at $12/seat/month and offers custom branded forms plus automatic table syncing.

The "Pro" plan is priced at $24/seat/month and offers 7 Sync integrations plus Gantt and Timeline views. You also get table editing permissions and can build your custom interface.

The "Enterprise" plan offers all functionalities of the Airtable and is best for large functional organizations. You can contact the sales team to get a price quotation for this package.

3. FuntionFox

FunctionFox provides simple power tools for your team that help you increase control and perform at high efficiency. It makes time tracking convenient and delivers expected results to help you execute more tasks. FunctionFox streamlines your workflow with easy to access project details and helps you plan for tomorrow.

FunctionFox Features

Here are some exclusive features of FunctionFox:

Project Blog: FunctionFox's Project Blog makes it effortless to communicate with your team about specific projects. FunctionFox offers 2 Project blog pages for client-level information and project details. You can add comments to these blogs, and your team members can view these comments to get a thorough understanding of both clients and projects.

Project Estimates: Many creative teams set budgets for their projects and want to track their team's time against that budget. Whether it is comparing it to a quote you gave to your client or information you just want to keep internally, It is data worth recording. You can find out if you're spending more time in a certain area or underestimating the project duration. FunctionFox' Estimates can assist you in this and help you avoid data inconsistencies.

Project Costs: Actual business expenses need tracking, and having them inside one system can make reporting more convenient. When it comes time to invoice or track expenses against a project, you can use FunctionFox's project costs. Additionally, you can associate a person on your team with the project cost so you can easily reimburse them later.

Availability: Understanding the available hours of your team can make scheduling and forecasting work much more accurate. Availability in FunctionFox allows you to see who on your team is overworked and underutilized and ensures you have the resources to take on new projects.

Flink: Flink is a file-sharing add-on inside FunctionFox that enables you to attach files from the project blog while assigning actions. You can make attachments related to the project or client to give your team members a thorough understanding of the job.

Retainers: Being able to track retainers in real-time provides insight into whether you are under servicing or over-servicing your clients. FunctionFox allows you to create retainers under every project and client tab. It enables you to see high-priority prospects and provide better services.

FunctionFox Pricing

FunctionFox offers 3 Pricing options based on your specific project and business requirements.

The "Classic" plan is priced: at $35/month for the first user and an additional $5/month for every other user.

The "Premier" plan is priced: at $50/month for the first user and an additional $10/month for every other user.

The "In-House" plan is priced: at $150/month for the first user and an additional $20/month for every other user.

You can add up to 25 Users in the above subscription plans. Contact the sales team for a price quotation if you plan on using FunctionFox beyond 25 users.

4. Holded

Holded is essentially an ERP that enables you to manage every business facet. It is an intuitive, efficient and adaptable platform that enhances your professional services. With Holded, you can incorporate ERP services into your personal business and improve project implementation.

Holded Features

Here are some exclusive features of Holded:

Invoicing: Holded provides automated client invoicing in its unified interface and ensures you always send the right bills to relevant profiles. Additionally, you can connect Holded with your bank to facilitate reconciliation. Holded identifies your recurring expenses and automatically bills them at the right intervals.

Analytics: Holded offers quality analytical tools to create flexible and performance-driven reports that accurately signify your business proceedings. Additionally, you can form custom tags and analyze every business aspect to achieve top-quality results. With Holded's reporting tools, you have all requisites; to successfully monitor your strategies before Implementation.

Payroll Management: Holded ensures you maintain transparency with your employees and successfully manage their wage demands according to profile or workload. You can view timesheets to view the working log of your employees and determine their valuation to the company. Additionally, Holded segments employees with similar payrolls. So you don't have to scour through lists.

Tax Filing: For businesses owners in Spain, Holded provides tax filing capabilities by; connecting accounting and billing. You can automate forms and calculate the net tax returns for your business. Additionally, Holded ensures that the calculation takes all financial facets into account. So the filed return is accurate.

Integrations: Holded provides an open API and supports integration with Paypal, Amazon, A3, Dropbox, Google Drive, Zapier, plus a multitude of other applications. It ensures you have a smooth experience while running your business by providing all relevant business integrations within its interface.

Live Chat Support: Holded offers a real-time chat support service to assist you with any technical glitches in the platform. It ensures your business doesn't face disruptions by providing swift resolutions to the most complex issues.

Holded Pricing

Holded offers 6 Pricing options and fulfils all project tool requirements with its attractive subscription plans.

The "Basic" plan is priced: at €29/month for 2 users. It offers CRM, project management Inventory basic and a client portal. You can create upto 1000 invoices per year.

The "Standard" plan is priced: at €59/month for 5 users. It offers Team basic, Accounting capabilities and predefined roles. You can create upto 3000 invoices per year.

The "Advanced" plan is priced: at €99/month for 10 users. It offers custom roles, custom fields and a personalized client portal. You can create upto 10000 invoices per year.

The "Premium" plan is priced: at €199/month for 25 users. It offers a dedicated account manager. You can create unlimited invoices with this subscription.

The "Free" plan is priced: at €0/month for 1 user and accountant. It offers limited invoicing, CRM and project management tools. You can create upto 50 invoices per year.

The "Plus" plan is priced: at €12/month for 1 User and an accountant. It offers enhanced features, and you can create upto 500 invoices per year.

5. Workfront

Workfront allows you to manage global operations and complex tasks, enabling you to deliver measurable outcomes at a rapid pace. It orchestrates and executes work across the enterprise, helping you connect strategies across various checkpoints. Workfront supports different work methodologies, helping your team stay productive with automated workflows and engaged by personalizing the way they work.

Workfront Features

Here are some exclusive features of Workfront:

Flexibility: Workfront is built to help all industries, whether they're more focused on marketing or the technical aspect. It provides solutions for all businesses by letting users personalize the systems according to their preferences. With Workfront, your teams can avoid burnout and deliver their best work without any degradation in quality.

Integrations: Workfront offers several integrations to help you unify your project management tools in a single platform. Additionally, it ties up with Adobe creative cloud so you can update documents or fulfil tasks from Photoshop or other Adobe powered applications. Workfront's seamless integrative ability ensures you don't waste your time switching between systems.

Security: Workfront recognizes that system security is essential for effective project management tools. It uses high-end AES 256-bit encryption to protect data from any mischievous elements and ensure privacy. Additionally, Workfront doesn't store the customer data on unencrypted devices, making you; completely immune to system hacking.

Work Management: Workfront connects your strategic processes to the delivery and ensures you can perform the right actions at every level. It provides automated workflows and reporting tools that can help you forecast the entire lifecycle of a project. Workfront reduces time spent on repetitive tasks by enabling your teams; to seamlessly collaborate on various issues. You can prioritize projects nearing the deadline date and adopt a goal-oriented approach to your work.

Services and support: Workfront provides guidance and support to your organization so you can sustain your scaling operations. With the on-demand training and consulting services, you can utilize Workfront to suit your organization's requirements and optimize your personal platform to elevate your success.

Scenario Planner: Workfront's Scenario Planner allows you; to continuously scheme your business operations and successfully acclimatize to new market conditions. You can create several scenarios for how a project will play out with minimal input and compare them to choose the best route. It helps you become more insightful regarding your projects.

Workfront Pricing

Workfront offers 3 Subscriptions plans with varying pricing options based on your business requirements.

The "Enterprise" plan comes with advanced support plus premium APIs and Integrations. You can request pricing from the sales team.

The "Business" plan allows you to set unlimited reviewers for projects and perform enhanced analytics. You can request pricing from the sales team.

The "Pro" plan provides efficient resource management plus content and review proposal capabilities. You can request pricing from the sales team.

6. Forecast

Forecast helps project-based companies drive business performance. With Forecast, you can efficiently manage operations, achieve empowered teams, make strategic decisions based on accurate data and build strong client relations. Forecast enables adoption through easy-to-use time tracking and task management.

Forecast Features

Here are some exclusive features of Forecast:

Advanced Analytics (AvA): With Forecast, you can manipulate complex data and churn out accurate reports to boost your results. AvA provides fast and intelligent insights that help you make the best decisions. You can create customizable reports that are totally tailored: to your business needs. Additionally, you can design your own visuals using Forecast's accurate real-time data.

Baseline: Forecast's Baseline is an ultimate feature for ensuring; profitability in projects. It unites sales and project teams to match what was sold and highlight inconsistencies. As a project manager, you can see whether a project is in line with your resources. Additionally, you can determine the probability of an opportunity and predict your revenue.

Auto-Schedule: With Forecast's Auto-Schedule, you can build project plans instantly. The AI estimates the tasks and assigns the best personnel for the job based on your team's roles and availability. It provides you with an editable preview of your new project plan. When change requests inevitably come in, you can incorporate them manually and see their impact on your team's workload and project timeline.

Team utilization: Forecast introduces a better way to know your resources. With a scaled overview, you can easily see your people's availability in the heat map. It enables you; to accurately strategize the long-term capacity of your organization. Managers can have a quick breakdown of people's utilization and the graph shows you how much each person is utilized.

Connected Projects: With Forecast, connecting multiple projects is really simple. Connected Projects enables you to share workflows and team members between different projects. Having a shared workflow means you can see every card effortlessly. Connected projects lead to a more efficient workflow and the possibility to create sprints across the project.

Forecast Pricing

Forecast offers 3 Pricing options, each catering to specific project requirements based on your business needs.

The "Lite" plan is priced at $29/seat/month upon annual billing and requires a minimum of 10 seats. It offers AI work automation, Lite integrations, business intelligence and time management.

The "Pro" plan is priced at $49/seat/month upon annual billing and requires a minimum of 10 seats. It offers financial portfolio reporting, retainer management, expense management and pro integrations.

The "Custom" plan's pricing quote depends on your business requirements. It ensures maximum efficiency and sustainability. The custom plan offers a project baseline, audit logging, time approvals and data migration.

Why use Project Management Software at all?

Project management software workspaces minimize the need for continuous improvement. You can set time and budget constraints to increase efficiency while retaining the highest quality. Moreover, you can measure progress against your roadmap and recognize data silos or bottlenecks.

Project management software provides a seamless transition, and you can easily integrate your current work apps to avoid losing any business data. It provides an additional security level and ensures your database can only be accessed; by relevant profiles with permissions.

Why should Lawfirms use Project Management Software?

Lawfirms manage several cases and task every day and use various systems with tech tools for tracking purposes. From simple calendaring of tasks to case management applications, these systems focus on managing the chaos.

Project management tools can increase a firm's efficiency and productivity; with the right implementation. Project management concepts and tools can capture repeatable processes that translate into significant benefits.

You can improve case handling, reduce training costs and write-offs, lower production costs and achieve better client service metric scores. Clients will notice the difference among law firms that incorporate project management software and have a strong incentive to send more assignments.

Project management software provides a comprehensive and detailed approach that focuses on the organization and delegation of tasks. It improves workflow effectiveness and allows you to consider all possible roadmaps to foresee the complications.

Moreover, Project management software provides you with the availability chart of your employees and legal consultants, showing which entities are overworked or underutilized currently. It ensures you can allocate new cases to the right resources and effectively manage the work capacity of every team member.

Project Management Software for Lawfirms, A Summary

Lawfirms provide consulting services or handle legal cases which require insightful reports and understanding of the issue. With project management software, you can easily analyze or monitor a case and offer the best resolution. It ensures your law firm works towards growing by completing tasks successfully.

Asana offers insights and quality work management tools that allow you to distribute tasks evenly among your workforce. Asana is our suggested pick for a project management software that suits law firms. Visit the website to get started.