About Legal Files

Corporate legal departments, universities, public sector agencies, insurance companies and legal aid organizations use Legal Files to successfully manage and report upon their daily operations.

Legal Files provides users with the ability to manage ALL types of files and matters including contracts, litigation, compliance, advice, and more. The solution offers tools for e-billing, electronic invoicing and vendor management so that users can track their resources as well as manage costs. Users can also manage their contacts, email, and generate numerous standard or customized graphical reports.

The solution’s ‘Manage My Day’ window provides a day-at-a-glance view that includes recently accessed matters or files, the day’s calendar, a to-do list, and more. The automatic notification system, ‘Heads Up’, notifies users of due dates and tasks, and any other important items or issues that should be brought to their attention.

Users can tailor menus or windows for each individual office and location, or different types of matters. The solution offers seamless integration with email services such as Outlook, Gmail, GroupWise, and Lotus Notes for intelligent profiling, and associating client cases and files to contacts. Legal Files Software Inc. also offers an iOS application that provides a portal view into the user’s database using an iPhone or iPad.

Key benefits of Legal Files

  • With Legal Files, users can track, report and monitor their own time, expenses and budgets, or someone else's.

  • Legal files offers an optional e-billing and invoice management module that automates the production of routine documents, and validates invoices against billing guidelines.

  • Users can create templates and eliminate the need to retype documents, as well as merge specific data fields from one to another.

  • Legal Files integrates with Microsoft Office for email, contacts, documents, appointments, spreadsheets and presentations.

  • With Legal Files, users can manage their emails and link important case related messages to each case or file.

  • Devices

    Business size

    S M L

    Markets

    Canada, United States

    Supported Languages

    English

    Images

    Legal Files recently accessed files
    Legal Files navigation menu
    Legal Files email integration
    Legal Files calendar
    Legal Files reporting
    Legal Files task deadlines
    Legal Files event management
    Legal Files recent files
    View 9 more
    Legal Files video
    Legal Files screenshot: Legal Files recently accessed files Legal Files screenshot: Legal Files navigation menu Legal Files screenshot: Legal Files email integration Legal Files screenshot: Legal Files calendar Legal Files screenshot: Legal Files reporting Legal Files screenshot: Legal Files task deadlines Legal Files screenshot: Legal Files event management Legal Files screenshot: Legal Files recent files

    Features

    Total features of Legal Files: 74

    • Access Controls/Permissions
    • Accounting Integration
    • Activity Dashboard
    • Activity Management
    • Approval Process Control
    • Archiving & Retention
    • Assignment Management
    • Audit Management
    • Audit Trail
    • Billing & Invoicing
    • Budget Control
    • Budgeting/Forecasting
    • CRM
    • Calendar Management
    • Case Defined Timekeepers
    • Case Management
    • Case Notes
    • Client Management
    • Client Portal
    • Collaboration Tools
    • Communication Management
    • Completion Tracking
    • Compliance Management
    • Compliance Tracking
    • Configurable Workflow
    • Conflict Management
    • Contact Database
    • Contact Management
    • Contract Drafting
    • Contract/License Management
    • Cost Tracking
    • Customizable Fields
    • Customizable Templates
    • Deadline Management
    • Docket Management
    • Document Classification
    • Document Generation
    • Document Management
    • Document Storage
    • Document Templates
    • Drag & Drop
    • Email Management
    • Event Calendar
    • Event Management
    • Expense Tracking
    • File Management
    • Full Text Search
    • Invoice Management
    • Invoice Processing
    • Legal Case Management
    • Microsoft Outlook Integration
    • Monitoring
    • Multi-Location
    • Performance Metrics
    • Project Accounting
    • Project Management
    • Reminders
    • Rules-Based Scheduling
    • Search/Filter
    • Secure Data Storage
    • Staff Calendar
    • Status Tracking
    • Summary Reports
    • Task Management
    • Task Scheduling
    • Template Management
    • Third Party Integrations
    • Time Tracking
    • Transaction History
    • Trust Accounting
    • User Management
    • Vendor Management
    • Version Control
    • Workflow Management

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    Reviews

    Overall rating

    4,6 /5
    (21)
    Value for Money
    4,1/5
    Features
    4,2/5
    Ease of Use
    4,3/5
    Customer Support
    4,5/5

    Already have Legal Files?

    Software buyers need your help! Product reviews help the rest of us make great decisions.

    Write a Review!
    Showing 5 reviews of 21
    Jillian P.
    Overall rating
    • Industry: Law Practice
    • Company size: 11-50 Employees
    • Used Daily for 2+ years
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 8.0 /10

    Legal Files

    Reviewed on 2019/01/29

    Pros

    the new web based platform is easy to use and works anywhere.

    Cons

    In the web based version you can't open multiple windows at once.

    Estela H.
    Overall rating
    • Industry: Higher Education
    • Company size: 5 001-10 000 Employees
    • Used Daily for 2+ years
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 10.0 /10

    Legal Files Review

    Reviewed on 2019/09/19

    The organization of Legal Files is outstanding.

    The organization of Legal Files is outstanding.

    Pros

    It is user friendly, easy to learn. You can totally go paperless with this software which saves you money and time.

    Cons

    When transferring information from one file to another, it is difficult to transfer emails, you have to do them 1 at a time which is time consuming. It would be very nice if LF can figure out a way to be able to transfer a bulk of emails at a time. Thank you.

    L. eowyn P.
    Overall rating
    • Industry: Law Practice
    • Company size: 11-50 Employees
    • Used Daily for 2+ years
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 0.0 /10

    MEH

    Reviewed on 2019/11/01

    IT GOT US THROUGH UNTIL WE FOUND SOMETHING BETTER.

    IT GOT US THROUGH UNTIL WE FOUND SOMETHING BETTER.

    Pros

    IT WAS KIND OF MEDIOCRE FOR EVERYTHING. IT SYNCED WELL WITH MICROSOFT OFFICE PRODUCTS AND ADOBE ACROBAT.

    Cons

    SO DIFFICULT TO LEARN/USE (I AM PRETTY TECH SAVVY). TERRIBLE REPORTING.

    Response from Legal Files Software

    Thank you for being a customer of Legal Files for 10 years. We are disappointed to hear that your experience was less than satisfactory. We would appreciate the opportunity to discuss this with you personally to address any issues that we may be able to rectify.

    We value our partnerships with our customers and aim to provide top-notch customer service. We provide training services at the outset of every relationship and encourage refresher courses. The members of our training and project management teams offer more than a decade of experience with the company. Each individual welcomes the opportunity to help customize the software to our customer's needs.

    We wish your law firm success moving forward. We thank you for your feedback and will take your comments into consideration as we further refine our product for the tens of thousands of users who benefit from using Legal Files on a daily basis.

    James c. D.
    Overall rating
    • Industry: Law Practice
    • Company size: 51-200 Employees
    • Used Daily for 6-12 months
    • Review Source

    Overall rating

    • Ease of Use
    • Likelihood to recommend 6.0 /10

    Useful put clunky

    Reviewed on 2021/01/07

    Overall it gets the job done, providing essential filing services that can be shared across users...

    Overall it gets the job done, providing essential filing services that can be shared across users and permits a variety of important controls.

    Pros

    Many features of this software are useful to the practice of law. It loads documents, tracks clients, tallies hours and more.

    Cons

    However, it is not intuitive and requires significant amount of time to learn the system compared to other software. The interface is also a bit dated, looking like something from Windows XP rather than modern day softward.

    Angela D.
    Overall rating
    • Industry: Law Practice
    • Company size: 51-200 Employees
    • Used Daily for 2+ years
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 10.0 /10

    Great Program

    Reviewed on 2016/11/30

    We have had Legal Files since 1999 and I can't imagine how I would have been able to accomplish all...

    We have had Legal Files since 1999 and I can't imagine how I would have been able to accomplish all that I do in any given day without Legal Files. It has helped us tremendously to work as one unit even though we are in 22 offices. As a manager, not always on the scene, it is detrimental for me to be able to access any information I need and it lets me do that without being in the office.

    Showing 5 reviews of 21 Read all reviews

    Legal Files FAQs

    Below are some frequently asked questions for Legal Files.

    Legal Files offers the following pricing plans:

    • Starting from:
    • Pricing model: One Time License
    • Free Trial: Not Available

    Legal Files matter management is licensed on a perpetual basis; once the user licenses the software, it is theirs to use without having to pay monthly subscription costs.

    We do not have any information about Legal Files features

    Legal Files has the following typical customers:

    11-50, 51-200, 201-500, 501-1 000, 1 001+

    Legal Files supports the following languages:

    English

    Legal Files supports the following devices:

    iPhone (Mobile), iPad (Mobile)

    Legal Files integrates with the following applications:

    Gmail, Google Calendar, Google Maps, Microsoft 365, Microsoft Excel, Microsoft OneNote

    Legal Files offers the following support options:

    Email/Help Desk, Knowledge Base, Phone Support, Chat

    Related categories

    See all software categories found for Legal Files.