Practice Management

This software is variously called case management, matter management, or practice management. Law firms use it to manage a client’s case from when it is opened to when it closes.  They collect together basic business functions and organize them in a way to help lawyers manage their information.  They can integrate e-mail and document management, enable conflicts checking and shared calendars, and a variety of other functions.

The practice of law is highly individualized, even in law firms.  One of the challenges of these applications is to create an interface that works for everyone.  Solos and small firms will want to look at the way in which they practice and compare it to how they will interact with their online practice management software to make sure they are a good fit.

Advologix
Built on Force.com, Salesforce.com platform.  Integrates with Microsoft Outlook, Google Apps.

Amicus Attorney Cloud Edition
Based on long standing desktop practice management software rather than integrating with external services.  Relies on Microsoft Exchange for e-mail.

Clio
Incorporates trust accounting and online billing.  Integrates with Google Apps and e-mail, Dropbox and Box file sync, Xero accounting, and syncs with Outlook.

Houdini Esq
Integrates with Intuit’s Quickbooks, both local and Quickbooks Online, Microsoft Outlook, Word, and  Excel.

MyCase
Promotes its integrated client portal as distinguishing feature.

Rocket Matter
Integrates with Google Calendar, Chrometa, Dropbox, and Evernote research notebooks.

Total Attorneys
Case management is integrated with marketing services.

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