Welcome to Legal Suite, the ultimate business management solution designed specifically for law firms of all sizes. Built on the robust SuiteCRM platform and seamlessly integrated with QuickBooks, Legal Suite offers a comprehensive, fully customized system to streamline every aspect of your legal practice. From trust management to probate, scheduled consults to Zoom meetings, and time tracking to automated workflows, Legal Suite is your “one size fits all” solution—ready to go for just $249/month with unlimited users. Whether you’re a solo attorney or a multi-location firm, Legal Suite empowers your team to work smarter, not harder.
Why Legal Suite is the Right Choice for Your Law Firm
Running a law firm comes with unique challenges: managing client cases, tracking billable hours, scheduling meetings across locations, and ensuring compliance with trust and probate processes. Legal Suite addresses these challenges with a tailored CRM that automates workflows, enhances client communication, and keeps your firm organized—all in one centralized platform. Here’s how Legal Suite transforms your practice:
Key Features Tailored for Law Firms
- Comprehensive Case and Document Management: Store and manage all case details, legal forms, and documents in one secure system. Custom fields allow you to track case types (e.g., trust, probate, family law), deadlines, and court dates, ensuring nothing slips through the cracks.
- Time Tracking and Billing with QuickBooks Integration: Track billable hours effortlessly with built-in time management tools. Generate invoices automatically and sync them with QuickBooks for accurate accounting, tax calculations, and payment processing—all streamlined for your firm’s financial efficiency.
- Multi-User, Multi-Calendar Scheduling: Support unlimited users, attorneys, and locations with individual calendars for each team member. Schedule consults, strategy meetings, court appearances, and Zoom meetings with ease, using the integrated meeting scheduler. Automated reminders reduce no-shows and keep everyone on track.
- Trust and Probate Management Workflows: Manage trust accounts and probate processes with specialized workflows. Track disbursements, beneficiaries, and compliance requirements, with automated follow-ups to ensure timely updates. Custom reports provide insights into trust activity at a glance.
- Client Communication and Follow-Ups: Automate client notifications for upcoming meetings, case updates, and payment reminders via email or SMS. Follow up post-case to request testimonials or reviews, helping you build your firm’s online reputation on platforms like Google and Avvo.
- Scheduled Reports and Analytics: Generate scheduled reports on case progress, billable hours, trust activity, and firm performance. Custom dashboards provide real-time insights, helping you make data-driven decisions to grow your practice.
- Task Management and Collaboration: Assign tasks to attorneys, paralegals, or staff with deadlines and priorities. Each user has their own task list, ensuring accountability and seamless collaboration across the firm.
- Integration with Zoom and Document Signing: Schedule and host Zoom meetings directly from the system for virtual consults or depositions. Integrate with e-signature tools (e.g., DocuSign) to streamline document signing, saving time for both your firm and clients.
- Note: Full Slack Integration for an additional $19.50 per month, unlimited users
Benefits for Your Law Firm
- Unlimited Users for One Flat Price: At just $249/month, Legal Suite supports unlimited users—perfect for firms with multiple attorneys, locations, and staff. Everyone can access the system without additional costs, ensuring your entire team stays connected.
- Scalability and Flexibility: Whether you’re a solo practitioner or a large firm, Legal Suite scales with your needs. Custom fields and processes adapt to any legal practice area, from estate planning to litigation.
- Enhanced Client Experience: Provide a professional, organized experience with automated notifications, secure document sharing, and timely follow-ups, leading to higher client satisfaction and referrals.
- Time and Cost Savings: Automate repetitive tasks like invoicing, scheduling, and trust management, freeing up hours each week. QuickBooks integration ensures accurate billing, reducing errors and disputes.
- Compliance and Security: Built on SuiteCRM, Legal Suite offers robust security features to protect sensitive client data, with role-based access to ensure compliance with legal standards.
Ready to Transform Your Law Firm?
Legal Suite is a fully customized, ready-to-go solution that leverages the power of SuiteCRM to meet the unique needs of law firms. With features like multi-user calendars, trust management workflows, and QuickBooks integration, it’s the all-in-one system your firm needs to thrive—all for just $240/month.
Get started today with Legal Suite LLC:
Address: 1260 N Arizona Ave, Suite B, Chandler, Arizona 85225
Email: info@legalsuite.us
Website: legalsuite.us
- [Book a Free Demo] See Legal Suite in action with a personalized walkthrough.
Join the growing number of law firms simplifying their operations and delighting their clients with Legal Suite. Let us help you focus on what matters most—winning cases and serving your clients.