List of the Top 25 Legal Case Management Software for Microsoft 365 in 2025

PerfectLaw® offers law firms a fully integrated practice management system that brings together case management, time and billing, accounting, and document control in one centralized database. Whether hosted on-site or in the cloud, the platform also provides a secure web-based option, giving users the flexibility to work from anywhere. Its key tools—such as matter tracking, automated billing, workflow management, and mobile access—enable attorneys and staff to operate more productively. By streamlining processes, firms achieve faster billing turnaround, stronger cash flow, and measurable financial returns. Built-in integration ensures the system delivers consistent performance, easy scalability, and long-term proven value.

SmartAdvocate is an award-winning, customizable legal case management software equipped with advanced Artificial Intelligence, specifically crafted to address the challenges of today’s fast-paced, competitive, and technology-driven legal sector. Initially developed for personal injury and mass tort law firms, SmartAdvocate has expanded its reach to accommodate a diverse array of legal practices. The software's unique internet-based features allow legal firms to manage, store, and communicate information in unprecedented ways, significantly enhancing their operational success. With over 150 integration partners, including eSignature, accounting solutions, texting services, and medical records retrieval, SmartAdvocate can be tailored to meet the specific requirements of various firms. This innovative platform not only boosts efficiency but also drives profitability for legal practices, making SmartAdvocate a smarter choice for case management. Ultimately, adopting SmartAdvocate can transform the way legal professionals operate and interact with their cases.

For decades, numerous successful practices have thrived using Assembly solutions, and now we are combining decades of expertise with cutting-edge cloud technology. Assembly Neos is an advanced platform designed for remote work that enhances task management and communication, provides valuable insights into caseloads, and significantly increases firm profitability. By utilizing Assembly Neos, users can benefit from features such as a live activity feed, real-time dashboards, automated reporting, unparalleled support, and much more. Additionally, the platform enables rich document management, allowing teams to collaborate on documents efficiently and save precious time. With access to templates for various case types and customizable case libraries, Neos empowers users to secure more cases while reducing their workload.

Oversee and enhance your platform seamlessly - all from one unified hub. From the moment a client visits your website to the conclusion of their billing process, we empower your firm at every stage. Centerbase, a subscription-based legal software solution based in Dallas, is designed to assist small and midsize law firms in managing and expanding their operations through comprehensive client lifecycle management, automation, and marketing resources. Tailored to various user types and practice areas, Centerbase enables law firms to align with contemporary client and legal professional expectations, thereby achieving peak productivity and profitability. To schedule a demonstration, please call (214) 987-9000, and take the first step towards transforming your legal practice.

Clio, a prominent cloud-based solution for law practice management that is relied upon by over 150,000 attorneys, encourages you to arrange a demonstration. You can securely access your law firm from any location, enabling you to oversee all your tasks in a single, centralized platform. Discover how Clio can enhance your practice today.

Advanced case management software tailored for personal injury law firms, 8am CasePeer stands out as the sole solution that enhances results for both clients and the firm. Elevate your firm's efficiency and boost productivity with our comprehensive legal practice management system specifically crafted for law firms representing personal injury plaintiffs. Enhance your firm's workflows through a unified case management center that encompasses everything from user-friendly dashboards and scheduling to tracking medical treatments, litigation resources, and beyond, ensuring a seamless operational experience. This innovative platform not only simplifies your processes but also empowers your team to focus on what truly matters—delivering exceptional legal service to your clients.

eImmigration is an all-encompassing case management system tailored to facilitate immigration casework for both law firms and non-profit organizations. This cutting-edge software enables legal practitioners to optimize their time management, accelerate the processing of cases, simplify the preparation of immigration documents, improve communication with clients, and grow their practices effectively. Created by Cerenade, a reputable leader in the legal software industry with over thirty years of expertise and a focus on client needs, eImmigration is specifically designed with user requirements in mind. By providing a unified solution, eImmigration empowers you with all the necessary tools to efficiently handle cases, forms, clients, and overall practice management from a single cohesive platform, ensuring that every aspect of your immigration work is addressed.

Envision having all your client and case details consolidated in a single, user-friendly platform. This includes easy access to documents, emails, tasks, and billing activities. The Kanban boards, part of Rocket Matter's advanced Legal Project Management Platform, provide a clear visual representation of the status of all your cases. Designed for optimal efficiency, the application's user-friendly screens for expense and time tracking ensure smooth operations. Our various timers simplify the process of monitoring time spent on all matters. With the ability to perform batch billing and set customizable rules, you can finalize your monthly billing in just a few minutes. Rocket Matter also facilitates straightforward bulk and inline editing of invoices. In addition, the platform makes managing your trust accounts hassle-free. All documents can be systematically stored and organized according to matter and related case information, ensuring everything is easily accessible whenever needed. By centralizing these functionalities, Rocket Matter enhances your overall workflow and productivity.

You have the opportunity to create the high-performance law firm you’ve always dreamed of operating. Regardless of size, law practices possess significant growth potential that can be harnessed effectively. This moment presents a perfect chance to capitalize on that potential. With Amberlo's robust Case Management Platform, firms can experience accelerated growth, provide exceptional value to clients while keeping costs low, and enhance their profitability significantly. Take the first step now towards establishing your ideal law practice; it only requires 10 minutes to begin. Each lawyer can potentially bill up to 20 hours per month! All client-related work can be accessed at any time in a secure cloud setting, allowing for billing from anywhere using either your computer or mobile device with centralized case management. Amberlo’s proactive organization of tasks and calendars minimizes time wasted on non-billable activities, enabling you to dedicate more time to revenue-generating tasks. With features like smart file links, tags, and notes, locating, processing, and collaborating on large volumes of case material becomes effortless, regardless of your or your colleagues' locations. This system not only streamlines your workflow but also enhances communication among team members, ultimately contributing to a more efficient law practice.

Filevine is an innovative Case Management software designed to enhance the organization and efficiency of legal workflows. Its user-friendly interface boasts features that facilitate calendar coordination and collaborative case note management. Additionally, the platform offers tools for tracking time and expenses, along with options for document uploads and managing dockets effectively. This comprehensive approach not only simplifies legal processes but also improves overall productivity for legal teams.

Actionstep serves as a comprehensive legal practice management solution tailored for ambitious law firms. With its adaptable and user-friendly software platform, Actionstep offers limitless opportunities to grow and refine your practice as a law firm. Designed in the cloud with workflow automation at its core, Actionstep enhances productivity for law firms at every phase. For over 15 years, we have dedicated ourselves to empowering legal professionals. As the pioneer of the world's first true cloud-based practice management system, we have witnessed our global clientele and team flourish, and we continue to push the boundaries of innovation. We hold a profound appreciation for the vital role lawyers play in shaping significant moments in our lives and businesses. We firmly believe that when lawyers establish efficient and contemporary practices, they are able to provide the highest quality service to their clients. Actionstep offers a fully customizable firm management system tailored specifically for law firms. Our software evolves with your needs, eliminating the necessity for you to adapt. Integrated workflows for legal processes, client management, and administrative tasks are embedded in our software, while automation is woven throughout all our features, ensuring that operations flow smoothly and minimizing the time dedicated to administrative duties. In this way, we help law firms focus more on what truly matters: their clients.

LEX247 is an innovative cloud platform designed to streamline legal practice management for law firms, regardless of their size or specialization. It offers an intuitive user interface while encompassing the robust functionalities typical of a comprehensive enterprise practice management solution for legal professionals globally. With LEX247, enhancing your legal team is just a click away—simply add a lawyer!

VIXN serves as an advanced investigative case management platform that offers a range of features, including the ability to map case data for identifying connections and knowledge deficiencies, as well as sourcing and structuring information to facilitate thorough analysis. Additionally, it enables users to reveal insights through filtering, indexing, or visualizing data, while also fostering collaboration on investigations and organizing casework efficiently. The platform is designed to generate actionable entity profiles and automate client reporting, making it a valuable tool for investigators. Furthermore, the VIXN engine functions as an identity resolution solution that aggregates data on entities of interest involved in investigations, processing vast amounts of information to uncover critical clues. Powered by open-source technology, the VIXN engine allows for the creation of customized data streams and user interface formats, enhancing its adaptability to various investigative needs. Ultimately, VIXN not only streamlines the investigation process but also empowers users with the insights necessary for informed decision-making.

Lexzur serves as a comprehensive Legal Practice Management Solution aimed at the diverse landscape of legal professionals, including those in law firms and in-house legal departments. This all-encompassing platform enables legal entities to efficiently oversee legal matters, manage contracts and deadlines, organize client data and documentation, track hearings and time logs, as well as handle expense and financial records, among other functionalities. Supporting a variety of languages and currencies, Lexzur is accessible through cloud-based, on-premises, and Private SaaS options, ensuring flexibility for its users. The mobile application, compatible with both Android and iPhone devices, empowers teams to engage with clients, manage documents, and track billable hours from virtually any location. With integrated push notifications and messaging features, the mobile app enhances connectivity among users. Lexzur stands out as a singular solution, consolidating various tools for legal practitioners, and its modular design makes it user-friendly while catering to a global clientele across more than 67 countries of varying sizes. This adaptability and ease of use make Lexzur an invaluable asset for legal professionals seeking to streamline their operations.

AbacusLaw understands that the legal and accounting fields are continuously evolving, which presents challenges for firms striving to maintain efficient operations. In response to these challenges, they have created the largest Technology-as-a-Service (TaaS) provider tailored specifically for the professional services industry, allowing legal and accounting experts to attain both prosperity and tranquility. Their holistic, intuitive platform is crafted to support a secure, cloud-based practice while remaining budget-friendly. This comprehensive offering includes hardware, software, and infrastructure that are accessible on a pay-as-you-go model, featuring essential services such as Practice Management, Client Resource Management (CRM), Payment Processing, Email, Desktop-as-a-Service, and Managed IT. With this robust solution, firms are equipped with all the necessary tools to succeed in a highly competitive landscape. Additionally, AbacusLaw's commitment to innovation ensures that their clients are always ahead of the curve in a rapidly changing environment.

CARET Legal stands out as the premier tool for legal practitioners, enabling them to effectively oversee their practices while prioritizing essential aspects such as client satisfaction and optimizing billable hours. With features that encompass everything from client onboarding and case management to comprehensive financial tracking and reporting, CARET Legal empowers law firms to enhance time efficiency, foster teamwork, improve precision, expand their operations, and accelerate revenue collection like never before, ultimately leading to a more streamlined and productive legal practice.

HoudiniEsq is a sophisticated and adaptable law practice management software designed for contemporary law firms, offering both cloud and on-premise options. This comprehensive platform provides an extensive array of features that enable legal practices to optimize their workflows while efficiently managing and organizing all related documents. Additionally, it simplifies billing processes, task management, and group scheduling, enhancing overall productivity. HoudiniEsq seamlessly connects with various applications such as LawPay, Microsoft Office, and Outlook, as well as syncing with tools like Evernote and QuickBooks, making it a versatile choice for legal professionals. With its robust integrations, law firms can easily tailor their technology stack to meet their specific needs.

PracticePanther is a comprehensive law practice management solution utilized by numerous law firms in 35 nations, known for enhancing productivity and efficiency. This platform integrates various features, including communication tools, billing systems, customer relationship management, and connections with leading business applications, all in a single interface. By taking advantage of a demo, you can enjoy a 50% discount on your initial two months of service, making it an excellent opportunity for firms looking to streamline operations. With its user-friendly design and powerful capabilities, PracticePanther continues to receive accolades from legal professionals seeking to optimize their practice.

An effective sidekick is crucial for every accomplished lawyer! MerusCase stands out as a leading legal practice management software. It provides a comprehensive and cohesive platform for attorneys and legal practitioners. With a distinctive, guided approach tailored to various areas of law, MerusCase ensures a user-friendly experience. As the quickest cloud-based solution on the market, it excels in performance. This all-encompassing tool seamlessly adjusts to your practice and includes premium features like document automation, time tracking, billing, and case management, making it an indispensable asset for legal professionals. Additionally, its email integration further enhances communication efficiency within the practice.

CosmoLex recognizes that both efficiency and adherence to regulations are crucial for the longevity of a law firm, a sentiment shared by every legal professional. This platform provides a comprehensive and user-friendly practice management solution, enabling users to seamlessly oversee billing, practice activities, and financial accounting all within one cohesive system. In doing so, CosmoLex streamlines operations, allowing lawyers to focus more on their clients and less on administrative burdens.

Amicus Attorney is an all-encompassing Practice Management solution crafted to assist legal professionals in optimizing their workflows through an intuitive platform. With its adaptable dashboard, users can effectively manage Billing & Invoicing, keep track of their Calendar, monitor Case & Client History, oversee Cases & Client Information, and take advantage of an integrated Email feature that allows for third-party integration, further enhancing its capabilities. This software's primary goal is to ease the intricacies associated with legal practice management, enabling practitioners to dedicate more time and energy to their clients and cases while improving overall efficiency. Additionally, its user-friendly design ensures that even those new to legal technology can quickly adapt and benefit from its various features.

The innovator behind the Legal Cloud®, a specialized cloud platform tailored for plaintiff personal injury law firms, also developed CloudLex®, a collection of cutting-edge applications designed to help attorneys efficiently manage and expand their practices, facilitating both growth and organizational management. This comprehensive suite empowers legal professionals to enhance their operational capabilities and streamline their workflow.

Empower your team with exceptional case management software that integrates a multitude of functionalities, including contact management, detailed reporting, document management, customer relationship oversight, client onboarding, billing, and trust accounting. Lawcus optimizes your workflow by making case management easier, while also providing powerful billing and trust account features. Improve your client conversion rates with our intuitive intake forms, e-signatures, text messaging options, and automated document processing. Say goodbye to the chaos of everyday tasks by leveraging our automated workflows for reliable and repeatable processes. With Lawcus, you can effortlessly visualize all your cases through a kanban-style interface, enabling you to quickly determine which matters need your immediate attention. Encourage teamwork with matter-specific discussions and maintain all communications with clients and your team in one centralized location. Effectively manage and delegate tasks, establish deadlines, create sub-tasks, track progress, and boost your productivity to achieve quicker results, ensuring that nothing slips through the cracks. This all-encompassing solution not only enhances operational efficiency, but it also fosters collaboration and accountability within your team, making it an invaluable asset for your practice. In a fast-paced legal environment, having such a resource can significantly elevate your service delivery and client satisfaction levels.

BHL Software specializes in creating and implementing comprehensive legal practice management software solutions that operate on a unified relational database, accessible through internet-enabled devices, including smartphones and tablets. This innovative approach allows legal professionals to manage their practices more efficiently and effectively from virtually anywhere.

Thread Legal caters to innovative business professionals and attorneys, enabling them to harness cutting-edge technology to enhance efficiency, foster collaboration, and increase profitability. Integrated within Office 365, Thread Legal seamlessly incorporates essential applications like Word, Excel, and Outlook, providing a cohesive workflow experience. The platform also utilizes the capabilities of Power BI and Planner, allowing users to easily access updates, voicemails, and time allocation on various files through a fully customizable dashboard. Furthermore, it enables effective client management across multiple cases to guarantee exceptional service. Users can compile all relevant information, including documents from Word, Excel, Outlook, and scanned PDFs, into a single file. The system also facilitates document creation while automatically logging time spent on tasks. Additionally, administrators can monitor who has access to file details, both at an individual level and across different categories, ensuring security and compliance. This comprehensive approach not only streamlines legal practices but also positions professionals to adapt to the evolving demands of the industry.