Key Features

Comprehensive Case and Document Management

Legal Suite provides a centralized hub for managing all your cases and documents, ensuring nothing gets lost in the shuffle. With custom fields tailored for legal practices, you can track case details like type (e.g., trust, probate, litigation), deadlines, court dates, and client information. Securely store and organize legal forms, contracts, and correspondence in one place, accessible to your entire team. This feature eliminates the chaos of scattered files, reduces the risk of missing deadlines, and keeps your firm organized, so you can focus on building strong cases for your clients.

Time Tracking and Invoicing with Optional QuickBooks Sync

Tracking billable hours and generating invoices has never been easier with Legal Suite’s built-in time management tools. Attorneys can log hours directly in the system, ensuring accuracy for every case or client. The system then creates professional invoices and quotations automatically, saving you hours on manual billing. While Legal Suite’s invoicing is robust enough to stand alone, you can opt for QuickBooks integration to sync financial data seamlessly, ensuring accurate accounting and tax calculations. This feature streamlines your billing process, reduces errors, and improves cash flow for your firm.

Multi-User, Multi-Calendar Scheduling with Zoom Integration

Legal Suite offers individual calendars for every attorney, staff member, and location, supporting unlimited users at no extra cost. Schedule consults, strategy meetings, court appearances, and virtual Zoom meetings directly in the system, with automated email/SMS reminders to reduce no-shows. Calendars can sync with external tools like Google Calendar or Outlook, ensuring your team stays aligned across multiple locations. This feature eliminates scheduling conflicts, improves team coordination, and ensures a seamless experience for both your firm and your clients, whether meetings are in-person or virtual.

Specialized Trust and Probate Management Workflows

Managing trust accounts and probate processes is a breeze with Legal Suite’s specialized workflows. Track disbursements, beneficiaries, and compliance requirements with precision, while automated follow-ups ensure nothing falls through the cracks. Custom fields allow you to document every detail, from trust assets to probate timelines, and scheduled reports provide real-time insights into trust activity. This feature simplifies complex legal processes, reduces administrative burden, and ensures compliance, giving you peace of mind while handling sensitive client matters.

Automated Client Communication and Follow-Ups

Legal Suite enhances client relationships with automated communication tools that keep your clients informed at every step. Send email or SMS notifications for upcoming meetings, case updates, payment reminders, and more, ensuring transparency and reducing miscommunication. After a case concludes, the system can automatically request testimonials or reviews for platforms like Google or Avvo, helping you build your firm’s online reputation. This feature saves time, improves client satisfaction, and turns happy clients into advocates for your firm.

Scheduled Reports and Custom Dashboards for Insights

Gain a clear view of your firm’s performance with Legal Suite’s scheduled reports and custom dashboards. Generate detailed reports on case progress, billable hours, trust activity, and financial metrics, delivered on your preferred schedule—daily, weekly, or monthly. Custom dashboards provide real-time insights, allowing you to monitor key performance indicators like revenue, case load, and staff productivity at a glance. This feature empowers you to make data-driven decisions, identify growth opportunities, and keep your firm running efficiently.

Task Management and Team Collaboration

Legal Suite keeps your team on track with powerful task management tools designed for collaboration. Assign tasks to attorneys, paralegals, or staff with deadlines, priorities, and detailed instructions, ensuring accountability across your firm. Each user has their own task list, making it easy to manage individual workloads while staying aligned on firm-wide goals. For an additional $20/month, you can add Slack integration for unlimited users, enabling seamless team communication and real-time updates. This feature reduces silos, boosts productivity, and ensures your firm operates as a cohesive unit.

Security and Compliance with Role-Based Access

Protecting sensitive client data is critical for law firms, and Legal Suite delivers with robust security features. Built on SuiteCRM, the system includes data encryption, role-based access, and compliance with legal standards to safeguard your information. You can control who sees what—ensuring paralegals, attorneys, and admins only access the data they need. Regular updates and secure cloud hosting keep your firm’s data safe from breaches, giving you confidence that your practice meets privacy and compliance requirements while maintaining client trust.