App comparison

Add up to 4 apps below to see how they compare. You can also use the "Compare" buttons while browsing.

Trust Accounting Apps Integrated with QuickBooks Online Advanced

GetApp offers objective, independent research and editorial content and verified user reviews. We may earn a referral fee when you visit a vendor through our links.

2.2M+ verified reviews. Learn more

14+ years of expertise. Learn more

2M+ monthly users.

1 filter applied



Integrated with


Pricing model




User rating


Sort by
Clio logo
4.7
1.5K

Cloud-based legal practice management software

visit website
Reviews Sentiment
Positive Reviews
Rating Breakdown
    Value for money
    4.6
    Ease of use
    4.6
    Features
    4.5
    Customer support
    4.7
Pros and Cons from Clio users   
avatar
+15
I love living in one database. It is wonderful that it links with Outlook and can track all data related to a Matter or Contract, including related contacts.
I hate when I am asked for instructions on setting up their client portal because I have no instructions to give them.
Overall, the best time and billing software out there. I have demo'd several and Clio was the clear winner.
This is especially clear in light of its competition, Abacus or AbacusNext or AbacusLaw or whatever other evil derivative product they put out there which is all horrible in my experience.
Great support and excellent cloud-based option at a very reasonable price. Glad to see regular improvements and updates, taking user feedback into account.
My client started having trouble uploading her documents to me. Assignments went missing, and so deadlines were missed.
Clio provides effective and easy invoice creation and it's quite secure. Additionally, its costumer service is just amazing.
However, when I ask that they fix them, I am given a link to a site to "request a new feature" where apparently they wait until enough people complain before fixing a problem.
Functionality is nearly universal while specially and jusisdiction costomization is great. Easy law firm branding and pre sale marketing is brilliant.
I like the ease of its use and the ability to integrate all other legal applications in one place.
The customer service at Clio is always fantastic: responsive, kind, and helpful.
My overall experience with Cleo has been fantastic and has changed how I do my daily job for the better. It has made life at work much easier and less stressful.
Software is easy to use and does all the things we need it to do. I'm a happy customer and recommend CLIO to others.
It is a fast-developing software, very flexible and easy to learn, best suited for solo practitioner and law firms. It's a decent product though not without limitations.
I love Clio and will not change to another product. Customer service is excellent.
I like Clio's simplicity and intuitiveness best. It really is the easiest time management program I have used.
My overall experience has been great. They are always making sure to take the next step in integrations and constantly keep their software up to date and secure.
I am very satisfied with Clio as an online time management option. If you want/need to be 100% in-the-cloud, I would choose and recommend this program most highly to other firms.
I love living in one database. It is wonderful that it links with Outlook and can track all data related to a Matter or Contract, including related contacts.
I hate when I am asked for instructions on setting up their client portal because I have no instructions to give them.
Overall, the best time and billing software out there. I have demo'd several and Clio was the clear winner.
This is especially clear in light of its competition, Abacus or AbacusNext or AbacusLaw or whatever other evil derivative product they put out there which is all horrible in my experience.
Great support and excellent cloud-based option at a very reasonable price. Glad to see regular improvements and updates, taking user feedback into account.
My client started having trouble uploading her documents to me. Assignments went missing, and so deadlines were missed.
Clio provides effective and easy invoice creation and it's quite secure. Additionally, its costumer service is just amazing.
However, when I ask that they fix them, I am given a link to a site to "request a new feature" where apparently they wait until enough people complain before fixing a problem.
Functionality is nearly universal while specially and jusisdiction costomization is great. Easy law firm branding and pre sale marketing is brilliant.
I like the ease of its use and the ability to integrate all other legal applications in one place.
The customer service at Clio is always fantastic: responsive, kind, and helpful.
My overall experience with Cleo has been fantastic and has changed how I do my daily job for the better. It has made life at work much easier and less stressful.
Software is easy to use and does all the things we need it to do. I'm a happy customer and recommend CLIO to others.
It is a fast-developing software, very flexible and easy to learn, best suited for solo practitioner and law firms. It's a decent product though not without limitations.
I love Clio and will not change to another product. Customer service is excellent.
I like Clio's simplicity and intuitiveness best. It really is the easiest time management program I have used.
My overall experience has been great. They are always making sure to take the next step in integrations and constantly keep their software up to date and secure.
I am very satisfied with Clio as an online time management option. If you want/need to be 100% in-the-cloud, I would choose and recommend this program most highly to other firms.
I love living in one database. It is wonderful that it links with Outlook and can track all data related to a Matter or Contract, including related contacts.
I hate when I am asked for instructions on setting up their client portal because I have no instructions to give them.
Overall, the best time and billing software out there. I have demo'd several and Clio was the clear winner.
This is especially clear in light of its competition, Abacus or AbacusNext or AbacusLaw or whatever other evil derivative product they put out there which is all horrible in my experience.
Great support and excellent cloud-based option at a very reasonable price. Glad to see regular improvements and updates, taking user feedback into account.
My client started having trouble uploading her documents to me. Assignments went missing, and so deadlines were missed.
Clio provides effective and easy invoice creation and it's quite secure. Additionally, its costumer service is just amazing.
However, when I ask that they fix them, I am given a link to a site to "request a new feature" where apparently they wait until enough people complain before fixing a problem.
Functionality is nearly universal while specially and jusisdiction costomization is great. Easy law firm branding and pre sale marketing is brilliant.
I like the ease of its use and the ability to integrate all other legal applications in one place.
The customer service at Clio is always fantastic: responsive, kind, and helpful.
My overall experience with Cleo has been fantastic and has changed how I do my daily job for the better. It has made life at work much easier and less stressful.
Software is easy to use and does all the things we need it to do. I'm a happy customer and recommend CLIO to others.
It is a fast-developing software, very flexible and easy to learn, best suited for solo practitioner and law firms. It's a decent product though not without limitations.
I love Clio and will not change to another product. Customer service is excellent.
I like Clio's simplicity and intuitiveness best. It really is the easiest time management program I have used.
My overall experience has been great. They are always making sure to take the next step in integrations and constantly keep their software up to date and secure.
I am very satisfied with Clio as an online time management option. If you want/need to be 100% in-the-cloud, I would choose and recommend this program most highly to other firms.
Rocket Matter logo
4.4
200

Legal Practice Management & Time and Billing Software

visit website
Reviews Sentiment
Positive Reviews
Rating Breakdown
    Value for money
    4.2
    Ease of use
    4.4
    Features
    4.1
    Customer support
    4.5
Pros and Cons from Rocket Matter users   
+15
Technical support is fabulous, both through packaged online help and, on the very few occasions when it has been necessary, direct contact with a technical support representative.
It freezes all the time. This is disruptive to my workday.
Overall, my experience with Rocket Matter has been very successful in navigating through the website and it is pretty self explanatory which helps when training new employees comes up.
It defaults to the current date which is slightly annoying when you are entering time for a prior date.
I also love the layout, being able to customize, the drop-down feature helps keep me organized and the page clean.
Constant problems with slow service. Accounting feature does not integrate well with QUICKBOOKS.
Overall, I would recommend this system to anyone. This is my first legal job and RocketMatter is a great software program.
Many of those links are clunky, ill conceived and generally a nuisance.
This software was easy to implement and it smoothly integrates with other systems. I love having access to it from anywhere.
The ability to quickly add new matters and time/expense entries makes this software quite responsive to my needs as a solo practitioner. The mobile apps also allow me to quickly enter data.
Software is very user friendly and very good customer service.
I love that you added the multiple timer option. It makes it very helpful.
Product is easy to use and intuitive, great customer service, web-based for easy access from anywhere.
I like that it is very user friendly and minimal cost.
I like that it is easy to use. I can get where I want to easily.
The software is easy to navigate and the reports are very useful.
It's a great overall product for small law firms to be efficient and track time and costs.
Rocket Matter is easy to use, works well with other integrations such as Google calendar.
Technical support is fabulous, both through packaged online help and, on the very few occasions when it has been necessary, direct contact with a technical support representative.
It freezes all the time. This is disruptive to my workday.
Overall, my experience with Rocket Matter has been very successful in navigating through the website and it is pretty self explanatory which helps when training new employees comes up.
It defaults to the current date which is slightly annoying when you are entering time for a prior date.
I also love the layout, being able to customize, the drop-down feature helps keep me organized and the page clean.
Constant problems with slow service. Accounting feature does not integrate well with QUICKBOOKS.
Overall, I would recommend this system to anyone. This is my first legal job and RocketMatter is a great software program.
Many of those links are clunky, ill conceived and generally a nuisance.
This software was easy to implement and it smoothly integrates with other systems. I love having access to it from anywhere.
The ability to quickly add new matters and time/expense entries makes this software quite responsive to my needs as a solo practitioner. The mobile apps also allow me to quickly enter data.
Software is very user friendly and very good customer service.
I love that you added the multiple timer option. It makes it very helpful.
Product is easy to use and intuitive, great customer service, web-based for easy access from anywhere.
I like that it is very user friendly and minimal cost.
I like that it is easy to use. I can get where I want to easily.
The software is easy to navigate and the reports are very useful.
It's a great overall product for small law firms to be efficient and track time and costs.
Rocket Matter is easy to use, works well with other integrations such as Google calendar.
Technical support is fabulous, both through packaged online help and, on the very few occasions when it has been necessary, direct contact with a technical support representative.
It freezes all the time. This is disruptive to my workday.
Overall, my experience with Rocket Matter has been very successful in navigating through the website and it is pretty self explanatory which helps when training new employees comes up.
It defaults to the current date which is slightly annoying when you are entering time for a prior date.
I also love the layout, being able to customize, the drop-down feature helps keep me organized and the page clean.
Constant problems with slow service. Accounting feature does not integrate well with QUICKBOOKS.
Overall, I would recommend this system to anyone. This is my first legal job and RocketMatter is a great software program.
Many of those links are clunky, ill conceived and generally a nuisance.
This software was easy to implement and it smoothly integrates with other systems. I love having access to it from anywhere.
The ability to quickly add new matters and time/expense entries makes this software quite responsive to my needs as a solo practitioner. The mobile apps also allow me to quickly enter data.
Software is very user friendly and very good customer service.
I love that you added the multiple timer option. It makes it very helpful.
Product is easy to use and intuitive, great customer service, web-based for easy access from anywhere.
I like that it is very user friendly and minimal cost.
I like that it is easy to use. I can get where I want to easily.
The software is easy to navigate and the reports are very useful.
It's a great overall product for small law firms to be efficient and track time and costs.
Rocket Matter is easy to use, works well with other integrations such as Google calendar.
Quickbooks Online logo
4.3
6.4K

Small business accounting software

learn more
Reviews Sentiment
Positive Reviews
Rating Breakdown
    Value for money
    4.1
    Ease of use
    4.2
    Features
    4.2
    Customer support
    4.0
Pros and Cons from Quickbooks Online users   
avatar
avatar
+15
It's a user friendly service with great customer care, wonderful service if u have a small business.
This is extremely unprofessional and unacceptable from the company that is supposed to have your books.
Fields to fill and perfectly links the data from one end like ap and AR to the bank reconciliation. Great reports on transactions for the month or period if interest.
The problem is that doing your own taxes online becomes risky the more you have to account for.
We love that it helps us streamline efforts, is easy to use, and is easy to train others on. QuickBooks Online has definitely been one of the best technology pieces of our administration.
Other than tracking my expenditures, the whole system is a pain. Error messages constantly received because "there's a message from your bank" bla bla bla.
This software has a lot of great features, the best of them all is the ability to import data from.
They have the among the worst support I have ever dealt with.
Quickbooks Online has a lot of wonderful features that are super easy to use and deploy in the office. A lot of time is saved with repetitive tasks that eat up a already busy day.
Love that it is cloud-based and can login from anywhere. I love that myself and my team can all be working in the same company file at the same time from wherever we are.
Quickbooks online is super easy to use, offers lots of features and can supports many users. The interface looks amazing.
The ease of integration with our financial institution was outstanding. The amount of time that will be saved on preparing taxes documents is such a blessing.
Not only that but its very intuitive, and simple. I love the help button and search bar which can help you find almost anything.
The ease of use has to be at the top of the list. It is an amazing software to help us keep track of 7 companies.
Fantastic, the customer service team is always available to help if you have any issues.
What I like most about QuickBooks is that it tracks all my expenses. It also tells me what I spent on my savings account and how to save money.
We love the ease of reporting in Quickbooks online and how easily it integrates with our other systems.
Quickbooks is perfect for small businesses who need to track their own expenses to save on costs. It seriously offers so many features and is really everything you will need to manage your expenses.
It's a user friendly service with great customer care, wonderful service if u have a small business.
This is extremely unprofessional and unacceptable from the company that is supposed to have your books.
Fields to fill and perfectly links the data from one end like ap and AR to the bank reconciliation. Great reports on transactions for the month or period if interest.
The problem is that doing your own taxes online becomes risky the more you have to account for.
We love that it helps us streamline efforts, is easy to use, and is easy to train others on. QuickBooks Online has definitely been one of the best technology pieces of our administration.
Other than tracking my expenditures, the whole system is a pain. Error messages constantly received because "there's a message from your bank" bla bla bla.
This software has a lot of great features, the best of them all is the ability to import data from.
They have the among the worst support I have ever dealt with.
Quickbooks Online has a lot of wonderful features that are super easy to use and deploy in the office. A lot of time is saved with repetitive tasks that eat up a already busy day.
Love that it is cloud-based and can login from anywhere. I love that myself and my team can all be working in the same company file at the same time from wherever we are.
Quickbooks online is super easy to use, offers lots of features and can supports many users. The interface looks amazing.
The ease of integration with our financial institution was outstanding. The amount of time that will be saved on preparing taxes documents is such a blessing.
Not only that but its very intuitive, and simple. I love the help button and search bar which can help you find almost anything.
The ease of use has to be at the top of the list. It is an amazing software to help us keep track of 7 companies.
Fantastic, the customer service team is always available to help if you have any issues.
What I like most about QuickBooks is that it tracks all my expenses. It also tells me what I spent on my savings account and how to save money.
We love the ease of reporting in Quickbooks online and how easily it integrates with our other systems.
Quickbooks is perfect for small businesses who need to track their own expenses to save on costs. It seriously offers so many features and is really everything you will need to manage your expenses.
It's a user friendly service with great customer care, wonderful service if u have a small business.
This is extremely unprofessional and unacceptable from the company that is supposed to have your books.
Fields to fill and perfectly links the data from one end like ap and AR to the bank reconciliation. Great reports on transactions for the month or period if interest.
The problem is that doing your own taxes online becomes risky the more you have to account for.
We love that it helps us streamline efforts, is easy to use, and is easy to train others on. QuickBooks Online has definitely been one of the best technology pieces of our administration.
Other than tracking my expenditures, the whole system is a pain. Error messages constantly received because "there's a message from your bank" bla bla bla.
This software has a lot of great features, the best of them all is the ability to import data from.
They have the among the worst support I have ever dealt with.
Quickbooks Online has a lot of wonderful features that are super easy to use and deploy in the office. A lot of time is saved with repetitive tasks that eat up a already busy day.
Love that it is cloud-based and can login from anywhere. I love that myself and my team can all be working in the same company file at the same time from wherever we are.
Quickbooks online is super easy to use, offers lots of features and can supports many users. The interface looks amazing.
The ease of integration with our financial institution was outstanding. The amount of time that will be saved on preparing taxes documents is such a blessing.
Not only that but its very intuitive, and simple. I love the help button and search bar which can help you find almost anything.
The ease of use has to be at the top of the list. It is an amazing software to help us keep track of 7 companies.
Fantastic, the customer service team is always available to help if you have any issues.
What I like most about QuickBooks is that it tracks all my expenses. It also tells me what I spent on my savings account and how to save money.
We love the ease of reporting in Quickbooks online and how easily it integrates with our other systems.
Quickbooks is perfect for small businesses who need to track their own expenses to save on costs. It seriously offers so many features and is really everything you will need to manage your expenses.
Bill4Time logo
4.8
188

Cloud-based time billing software

learn more
Reviews Sentiment
Positive Reviews
Rating Breakdown
    Value for money
    4.8
    Ease of use
    4.8
    Features
    4.7
    Customer support
    4.8
Pros and Cons from Bill4Time users   
+15
It is cloud-based, super user friendly (everyone's learning curve has been quite small), supports electronic billing, and gets the job done effectively and efficiently.
Sometimes I lost my last entrance and confused it one to the next one, repeating info.
I like the program and love the support staff. I love a secure platform for my records.
Limited features, no spanish version. Tarif module is limitaed.
This has been a real boon to the practice and I am very happy with this product. The more I dig in the more I realize how helpful this program is to analyze our overall productivity.
Would prefer a report that is more customizable for columns to be displayed. Reports being printed are too limited in presentation.
Bill4Time is easy to use and provides the features that I need for case management. Customer support is outstanding as well.
Hard to get a person on the phone if you have questions.
I especially like that when I have to call for support I actually reach a human who can help me.
Customer support is great. Rarely do I need it, but there is always a human being on the phone to help me.
Ease of use, convenient, moderately priced, smart interface with user . . . just about everything is good.
I like being able to associate budgets to clients. This is very helpful if it involves a fixed bid project.
It works and the support is great for transition and any other in stream issues.
Bill4TIme has/supports API's, which allow client and matter data to be fetched for use in other systems, like a practice management suite. The integration with QuickBooks works well.
I set everything up on my own and have managed to easily use it with little need for support. And it is a great value.
Simplicity of real time time entry and accessibility via the cloud. I also like that it integrates with my bookkeeper's accounting software.
Its user friendly approach and easy to insert the data and get output and various reports for analysis on real time basis.
Very user friendly software. When I first started with the firm a co-worker showed me how to maneuver in bill4Time.
It is cloud-based, super user friendly (everyone's learning curve has been quite small), supports electronic billing, and gets the job done effectively and efficiently.
Sometimes I lost my last entrance and confused it one to the next one, repeating info.
I like the program and love the support staff. I love a secure platform for my records.
Limited features, no spanish version. Tarif module is limitaed.
This has been a real boon to the practice and I am very happy with this product. The more I dig in the more I realize how helpful this program is to analyze our overall productivity.
Would prefer a report that is more customizable for columns to be displayed. Reports being printed are too limited in presentation.
Bill4Time is easy to use and provides the features that I need for case management. Customer support is outstanding as well.
Hard to get a person on the phone if you have questions.
I especially like that when I have to call for support I actually reach a human who can help me.
Customer support is great. Rarely do I need it, but there is always a human being on the phone to help me.
Ease of use, convenient, moderately priced, smart interface with user . . . just about everything is good.
I like being able to associate budgets to clients. This is very helpful if it involves a fixed bid project.
It works and the support is great for transition and any other in stream issues.
Bill4TIme has/supports API's, which allow client and matter data to be fetched for use in other systems, like a practice management suite. The integration with QuickBooks works well.
I set everything up on my own and have managed to easily use it with little need for support. And it is a great value.
Simplicity of real time time entry and accessibility via the cloud. I also like that it integrates with my bookkeeper's accounting software.
Its user friendly approach and easy to insert the data and get output and various reports for analysis on real time basis.
Very user friendly software. When I first started with the firm a co-worker showed me how to maneuver in bill4Time.
It is cloud-based, super user friendly (everyone's learning curve has been quite small), supports electronic billing, and gets the job done effectively and efficiently.
Sometimes I lost my last entrance and confused it one to the next one, repeating info.
I like the program and love the support staff. I love a secure platform for my records.
Limited features, no spanish version. Tarif module is limitaed.
This has been a real boon to the practice and I am very happy with this product. The more I dig in the more I realize how helpful this program is to analyze our overall productivity.
Would prefer a report that is more customizable for columns to be displayed. Reports being printed are too limited in presentation.
Bill4Time is easy to use and provides the features that I need for case management. Customer support is outstanding as well.
Hard to get a person on the phone if you have questions.
I especially like that when I have to call for support I actually reach a human who can help me.
Customer support is great. Rarely do I need it, but there is always a human being on the phone to help me.
Ease of use, convenient, moderately priced, smart interface with user . . . just about everything is good.
I like being able to associate budgets to clients. This is very helpful if it involves a fixed bid project.
It works and the support is great for transition and any other in stream issues.
Bill4TIme has/supports API's, which allow client and matter data to be fetched for use in other systems, like a practice management suite. The integration with QuickBooks works well.
I set everything up on my own and have managed to easily use it with little need for support. And it is a great value.
Simplicity of real time time entry and accessibility via the cloud. I also like that it integrates with my bookkeeper's accounting software.
Its user friendly approach and easy to insert the data and get output and various reports for analysis on real time basis.
Very user friendly software. When I first started with the firm a co-worker showed me how to maneuver in bill4Time.
LeanLaw logo
4.7
93

Legal billing software for small to mid-sized law firms.

learn more
Reviews Sentiment
Positive Reviews
Rating Breakdown
    Value for money
    4.7
    Ease of use
    4.7
    Features
    4.5
    Customer support
    4.8
Pros and Cons from LeanLaw users   
+15
I love that you can create a client and have it automatically be added to the QBO customer list. Support staff is friendly, helpful and very responsive.
I think the fact that I have to pay for Quickbook Online, which I repeat I hate, in order to use LeanLaw is an additional cost that I do not feel like I should have to pay.
Easy to use, intuitive, top notch support for the occasional issue, which has been rare. Integration with QuickBooks is pretty well seamless, makes time keeping and billing very easy.
I have problems when implementing specific time entries.
Overall it has been pretty good, there are a lot of useful features and is mostly much faster than PCLaw.
But that's as much a QB problem as LL. Not a full-blown practice manager, but I knew that going in.
I love how it interfaces with Quickbooks. I like how simple it is to enter different types of fees and expenses.
The calendar was hard to read. There wasnt much on note taking for the individual cases.
Great option for small firms to manage timekeeping and invoicing for their firm. Discounts for QuickBooks are also helpful.
I have only needed customer service once or twice over the past year or so I have used the product and both times, LeanLaw was extremely responsive and helpful.
We have found the company very responsive and helpful.
The timekeeping features give attorneys everything they need to manage tracking billable hours. That it is integrated with Quickbooks is an amazing feature.
It has significantly reduced the time it takes to run billing each month and the timekeeping feature is very easy to use. I'm told the customer service is excellent.
It's easy to learn and use. The web-based interface is clean and simple and easy to read and use.
LeanLaw is easy to navigate, integrates really well with Quickbooks and their customer service reps are very responsive.
LeanLaw is intuitive and simple. LeanLaw seems to have been set up with great attention to how attorneys actually work.
I like that it is cloud-based and online, this way we can use it from anywhere. This makes it easier for the timekeepers to post their dockets and for me to use it from home.
I much prefer it to the other systems I've used, b/c it is more cost effective and does what I need it to do.
I love that you can create a client and have it automatically be added to the QBO customer list. Support staff is friendly, helpful and very responsive.
I think the fact that I have to pay for Quickbook Online, which I repeat I hate, in order to use LeanLaw is an additional cost that I do not feel like I should have to pay.
Easy to use, intuitive, top notch support for the occasional issue, which has been rare. Integration with QuickBooks is pretty well seamless, makes time keeping and billing very easy.
I have problems when implementing specific time entries.
Overall it has been pretty good, there are a lot of useful features and is mostly much faster than PCLaw.
But that's as much a QB problem as LL. Not a full-blown practice manager, but I knew that going in.
I love how it interfaces with Quickbooks. I like how simple it is to enter different types of fees and expenses.
The calendar was hard to read. There wasnt much on note taking for the individual cases.
Great option for small firms to manage timekeeping and invoicing for their firm. Discounts for QuickBooks are also helpful.
I have only needed customer service once or twice over the past year or so I have used the product and both times, LeanLaw was extremely responsive and helpful.
We have found the company very responsive and helpful.
The timekeeping features give attorneys everything they need to manage tracking billable hours. That it is integrated with Quickbooks is an amazing feature.
It has significantly reduced the time it takes to run billing each month and the timekeeping feature is very easy to use. I'm told the customer service is excellent.
It's easy to learn and use. The web-based interface is clean and simple and easy to read and use.
LeanLaw is easy to navigate, integrates really well with Quickbooks and their customer service reps are very responsive.
LeanLaw is intuitive and simple. LeanLaw seems to have been set up with great attention to how attorneys actually work.
I like that it is cloud-based and online, this way we can use it from anywhere. This makes it easier for the timekeepers to post their dockets and for me to use it from home.
I much prefer it to the other systems I've used, b/c it is more cost effective and does what I need it to do.
I love that you can create a client and have it automatically be added to the QBO customer list. Support staff is friendly, helpful and very responsive.
I think the fact that I have to pay for Quickbook Online, which I repeat I hate, in order to use LeanLaw is an additional cost that I do not feel like I should have to pay.
Easy to use, intuitive, top notch support for the occasional issue, which has been rare. Integration with QuickBooks is pretty well seamless, makes time keeping and billing very easy.
I have problems when implementing specific time entries.
Overall it has been pretty good, there are a lot of useful features and is mostly much faster than PCLaw.
But that's as much a QB problem as LL. Not a full-blown practice manager, but I knew that going in.
I love how it interfaces with Quickbooks. I like how simple it is to enter different types of fees and expenses.
The calendar was hard to read. There wasnt much on note taking for the individual cases.
Great option for small firms to manage timekeeping and invoicing for their firm. Discounts for QuickBooks are also helpful.
I have only needed customer service once or twice over the past year or so I have used the product and both times, LeanLaw was extremely responsive and helpful.
We have found the company very responsive and helpful.
The timekeeping features give attorneys everything they need to manage tracking billable hours. That it is integrated with Quickbooks is an amazing feature.
It has significantly reduced the time it takes to run billing each month and the timekeeping feature is very easy to use. I'm told the customer service is excellent.
It's easy to learn and use. The web-based interface is clean and simple and easy to read and use.
LeanLaw is easy to navigate, integrates really well with Quickbooks and their customer service reps are very responsive.
LeanLaw is intuitive and simple. LeanLaw seems to have been set up with great attention to how attorneys actually work.
I like that it is cloud-based and online, this way we can use it from anywhere. This makes it easier for the timekeepers to post their dockets and for me to use it from home.
I much prefer it to the other systems I've used, b/c it is more cost effective and does what I need it to do.
CaseFox logo
4.5
96

Web-based legal billing software for lawyers, CPAs, & more

learn more
Reviews Sentiment
Positive Reviews
Rating Breakdown
    Value for money
    4.5
    Ease of use
    4.5
    Features
    4.3
    Customer support
    4.4
Pros and Cons from CaseFox users   
avatar
+15
For the same price I was paying, Casefox provides the formatting I need, plus provides far greater functionality. My greatest praise is for its Customer Support.
I have only experience one system outage in the 2+ years I have been using the software. Unfortunately, such an occurrence happens at the most inconvenient times.
Great software, they always help when we need it, and have actually modified our program for us. Way better than software we used that was 3 times the price.
The interface changed and its completely unusable, clunky, unworthy, and confusing. If I could fire Casefox today, I would, but you have all my data, so I I can't.
Customer service is excellent they respond very quickly and are very open to suggestions on ways to improve the software.
Three things: there are typos, the bills looked rather unprofessional, and it often glitches. You can tell that it is created and managed by an offshore team because of the English typos.
We find it completely intuitive to use, and it has really cut down on the time we spend on billing. We also appreciate that it is cost effective, and accessible from anywhere.
This makes it difficult for me to use the software for invoicing as I cannot present reports or invoices in English in my country.
This keeps us much more organized, and being able to access it from pretty much any computer is great. I have not tried this with a phone.
I have received excellent service everytime that I have needed it. Each time they took my stress level down several notches by helping me deleting closed cases and getting my entries correct.
Case Fox is easy to use, keeps track of everything. The mobile app is great for checking on the telephone if not near a computer.
Great product for the price with necessary features.
I like that CaseFox contains all of the features I would need for basic case management in their free offering.
The linkages within the software allow it to play well in the office tools environment. Integrations to MSOffice, Quickbooks and Dropbox are well accepted.
It seems to do everything we need. Customer Support is top notch.
On top of that, I had some integration problems with my other bookkeeping software and the CaseFox staff were incredibly quick to accommodate my needs. CaseFox is also super affordable.
The invoices are accurate and come out looking very professional. It also tracks my trust account and reflects additions and withdrawals from the account for the clients.
User-friendly, intuitive, easy to fix mistakes...and, of course, the price.
For the same price I was paying, Casefox provides the formatting I need, plus provides far greater functionality. My greatest praise is for its Customer Support.
I have only experience one system outage in the 2+ years I have been using the software. Unfortunately, such an occurrence happens at the most inconvenient times.
Great software, they always help when we need it, and have actually modified our program for us. Way better than software we used that was 3 times the price.
The interface changed and its completely unusable, clunky, unworthy, and confusing. If I could fire Casefox today, I would, but you have all my data, so I I can't.
Customer service is excellent they respond very quickly and are very open to suggestions on ways to improve the software.
Three things: there are typos, the bills looked rather unprofessional, and it often glitches. You can tell that it is created and managed by an offshore team because of the English typos.
We find it completely intuitive to use, and it has really cut down on the time we spend on billing. We also appreciate that it is cost effective, and accessible from anywhere.
This makes it difficult for me to use the software for invoicing as I cannot present reports or invoices in English in my country.
This keeps us much more organized, and being able to access it from pretty much any computer is great. I have not tried this with a phone.
I have received excellent service everytime that I have needed it. Each time they took my stress level down several notches by helping me deleting closed cases and getting my entries correct.
Case Fox is easy to use, keeps track of everything. The mobile app is great for checking on the telephone if not near a computer.
Great product for the price with necessary features.
I like that CaseFox contains all of the features I would need for basic case management in their free offering.
The linkages within the software allow it to play well in the office tools environment. Integrations to MSOffice, Quickbooks and Dropbox are well accepted.
It seems to do everything we need. Customer Support is top notch.
On top of that, I had some integration problems with my other bookkeeping software and the CaseFox staff were incredibly quick to accommodate my needs. CaseFox is also super affordable.
The invoices are accurate and come out looking very professional. It also tracks my trust account and reflects additions and withdrawals from the account for the clients.
User-friendly, intuitive, easy to fix mistakes...and, of course, the price.
For the same price I was paying, Casefox provides the formatting I need, plus provides far greater functionality. My greatest praise is for its Customer Support.
I have only experience one system outage in the 2+ years I have been using the software. Unfortunately, such an occurrence happens at the most inconvenient times.
Great software, they always help when we need it, and have actually modified our program for us. Way better than software we used that was 3 times the price.
The interface changed and its completely unusable, clunky, unworthy, and confusing. If I could fire Casefox today, I would, but you have all my data, so I I can't.
Customer service is excellent they respond very quickly and are very open to suggestions on ways to improve the software.
Three things: there are typos, the bills looked rather unprofessional, and it often glitches. You can tell that it is created and managed by an offshore team because of the English typos.
We find it completely intuitive to use, and it has really cut down on the time we spend on billing. We also appreciate that it is cost effective, and accessible from anywhere.
This makes it difficult for me to use the software for invoicing as I cannot present reports or invoices in English in my country.
This keeps us much more organized, and being able to access it from pretty much any computer is great. I have not tried this with a phone.
I have received excellent service everytime that I have needed it. Each time they took my stress level down several notches by helping me deleting closed cases and getting my entries correct.
Case Fox is easy to use, keeps track of everything. The mobile app is great for checking on the telephone if not near a computer.
Great product for the price with necessary features.
I like that CaseFox contains all of the features I would need for basic case management in their free offering.
The linkages within the software allow it to play well in the office tools environment. Integrations to MSOffice, Quickbooks and Dropbox are well accepted.
It seems to do everything we need. Customer Support is top notch.
On top of that, I had some integration problems with my other bookkeeping software and the CaseFox staff were incredibly quick to accommodate my needs. CaseFox is also super affordable.
The invoices are accurate and come out looking very professional. It also tracks my trust account and reflects additions and withdrawals from the account for the clients.
User-friendly, intuitive, easy to fix mistakes...and, of course, the price.
Actionstep logo
4.3
129

Build your firm advantage with Actionstep.

learn more
Reviews Sentiment
Positive Reviews
Rating Breakdown
    Value for money
    4.0
    Ease of use
    3.9
    Features
    4.1
    Customer support
    3.9
Pros and Cons from Actionstep users   
avatar
+15
The system is a great concept. Great robust software that, if working properly, would allow practitioners to set up what they want by way of workflows and templates for each practice area.
There are no workable precedents in my field (conveyancing – I also pay $49 for the add on). I found errors in the documents and some documents are out of date (by a number of years - and versions).
The great strength of Actionstep is its flexibility and the ability to be quickly adapted as the business requirements change.
I do not have an 'accounts' menu. The software has bugs and Actionstep are incapable of fixing them.
The search feature is fantastic, I like the website design, I like the customer service.
The only con is the lack of an integration between Actionstep and Adobe software.
I like the ease of use and intuitive format of the software. I have worked in a number of different law firms with a number of different software packages, and Actionstep is by far the best.
Searching for documents is useless. Searching for contacts by employer/place of work is impossible.
The automation is fantastic. Once you learn how to use the triggers and actions effectively you can run a much smoother operation.
Adding things can be difficult, it can be very slow and freeze. It is difficult to load letter heads etc if they are not the selected size.
The features and functionality built in to Actionstep are amazing.
The lack of cohesion between. Actionstep (ie the software provider).
I have found that the combination of file management, ticklers, calendar and ability to operate across the law firm by our users was very helpful.
The overall efficiencies of the product are brilliant. Increasing productivity of fee earners and support staff.
I believe this is one of the best practice management programs available at a reasonable cost.
You can set tasks and monitor the step a matter is on with ease.
I used Actionstep in my previous company and it seems pretty good. However, after increasing the price, actionstep has not improved a lot and the billing system is still not work very good.
Improved over time; Covers all requirements; Integrates well with MS Office.
The system is a great concept. Great robust software that, if working properly, would allow practitioners to set up what they want by way of workflows and templates for each practice area.
There are no workable precedents in my field (conveyancing – I also pay $49 for the add on). I found errors in the documents and some documents are out of date (by a number of years - and versions).
The great strength of Actionstep is its flexibility and the ability to be quickly adapted as the business requirements change.
I do not have an 'accounts' menu. The software has bugs and Actionstep are incapable of fixing them.
The search feature is fantastic, I like the website design, I like the customer service.
The only con is the lack of an integration between Actionstep and Adobe software.
I like the ease of use and intuitive format of the software. I have worked in a number of different law firms with a number of different software packages, and Actionstep is by far the best.
Searching for documents is useless. Searching for contacts by employer/place of work is impossible.
The automation is fantastic. Once you learn how to use the triggers and actions effectively you can run a much smoother operation.
Adding things can be difficult, it can be very slow and freeze. It is difficult to load letter heads etc if they are not the selected size.
The features and functionality built in to Actionstep are amazing.
The lack of cohesion between. Actionstep (ie the software provider).
I have found that the combination of file management, ticklers, calendar and ability to operate across the law firm by our users was very helpful.
The overall efficiencies of the product are brilliant. Increasing productivity of fee earners and support staff.
I believe this is one of the best practice management programs available at a reasonable cost.
You can set tasks and monitor the step a matter is on with ease.
I used Actionstep in my previous company and it seems pretty good. However, after increasing the price, actionstep has not improved a lot and the billing system is still not work very good.
Improved over time; Covers all requirements; Integrates well with MS Office.
The system is a great concept. Great robust software that, if working properly, would allow practitioners to set up what they want by way of workflows and templates for each practice area.
There are no workable precedents in my field (conveyancing – I also pay $49 for the add on). I found errors in the documents and some documents are out of date (by a number of years - and versions).
The great strength of Actionstep is its flexibility and the ability to be quickly adapted as the business requirements change.
I do not have an 'accounts' menu. The software has bugs and Actionstep are incapable of fixing them.
The search feature is fantastic, I like the website design, I like the customer service.
The only con is the lack of an integration between Actionstep and Adobe software.
I like the ease of use and intuitive format of the software. I have worked in a number of different law firms with a number of different software packages, and Actionstep is by far the best.
Searching for documents is useless. Searching for contacts by employer/place of work is impossible.
The automation is fantastic. Once you learn how to use the triggers and actions effectively you can run a much smoother operation.
Adding things can be difficult, it can be very slow and freeze. It is difficult to load letter heads etc if they are not the selected size.
The features and functionality built in to Actionstep are amazing.
The lack of cohesion between. Actionstep (ie the software provider).
I have found that the combination of file management, ticklers, calendar and ability to operate across the law firm by our users was very helpful.
The overall efficiencies of the product are brilliant. Increasing productivity of fee earners and support staff.
I believe this is one of the best practice management programs available at a reasonable cost.
You can set tasks and monitor the step a matter is on with ease.
I used Actionstep in my previous company and it seems pretty good. However, after increasing the price, actionstep has not improved a lot and the billing system is still not work very good.
Improved over time; Covers all requirements; Integrates well with MS Office.
Lawcus logo
4.8
50

A new and better way to run your law firm remotely!

learn more
Reviews Sentiment
Positive Reviews
Rating Breakdown
    Value for money
    4.8
    Ease of use
    4.7
    Features
    4.6
    Customer support
    4.9
Pros and Cons from Lawcus users   
avatar
+15
This software has been great so far for being able to see the status of my business and helping me stay on top of my work.
Unlike most programs, which are (poor) billing software with other (poor) things built around it, Lawcus is a CRM and Project Management tool.
The customer service is incredibly responsive and helpful. I don't have anything other than great things to say about Lawcus.
There were some functions missing that have since been added.
They are quickly responsive, dedicated to ongoing improvement, and overall incredibly helpful. We highly recommend Lawcus.
The problem with the accounting, we had problem linking with QB but now its fine.
It's modern in function and appearance, fairly easy to use, and the customer support is FANTASTIC. I switched from Clio to this software because I like all the customizations.
But their responsiveness in problem resolution is unparalleled.
We recently switched to Lawcus from another legal software product. We are very happy with the integration and ability to automate tasks.
The ease of use with the product, the fact that it encompasses so many aspects of what we need to do every day while reducing the number of apps in the meantime, make it a fantastic product.
I liked the most that the software is easy to use, and helps you visualize my practice.
Everytime I try something new, I am easily able to figure it out. I am not that tech saavy so its so nice that its so easy.
The software is easy to use and understand. It's flexible and you can create your desired workflows and processes with it.
Best legal management software, especially for your money.
I've searched for a CRM that's easily integrated with law practice management software without a big upfront expenditure. Lawcus has built-in CRM in addition to great reporting and automation.
My overall experience with Lawcus has been great and I anticipate staying with the software for a long time to come.
I love the kanban view of my pipelines, the workflow automations, dynamic merge fields, relationships, tags, intake forms and most of all, lead tracking and the dashboard.
If I could give higher than 5 stars I would. This software does the work of 2-3 software combined and does it well for a very reasonable price.
This software has been great so far for being able to see the status of my business and helping me stay on top of my work.
Unlike most programs, which are (poor) billing software with other (poor) things built around it, Lawcus is a CRM and Project Management tool.
The customer service is incredibly responsive and helpful. I don't have anything other than great things to say about Lawcus.
There were some functions missing that have since been added.
They are quickly responsive, dedicated to ongoing improvement, and overall incredibly helpful. We highly recommend Lawcus.
The problem with the accounting, we had problem linking with QB but now its fine.
It's modern in function and appearance, fairly easy to use, and the customer support is FANTASTIC. I switched from Clio to this software because I like all the customizations.
But their responsiveness in problem resolution is unparalleled.
We recently switched to Lawcus from another legal software product. We are very happy with the integration and ability to automate tasks.
The ease of use with the product, the fact that it encompasses so many aspects of what we need to do every day while reducing the number of apps in the meantime, make it a fantastic product.
I liked the most that the software is easy to use, and helps you visualize my practice.
Everytime I try something new, I am easily able to figure it out. I am not that tech saavy so its so nice that its so easy.
The software is easy to use and understand. It's flexible and you can create your desired workflows and processes with it.
Best legal management software, especially for your money.
I've searched for a CRM that's easily integrated with law practice management software without a big upfront expenditure. Lawcus has built-in CRM in addition to great reporting and automation.
My overall experience with Lawcus has been great and I anticipate staying with the software for a long time to come.
I love the kanban view of my pipelines, the workflow automations, dynamic merge fields, relationships, tags, intake forms and most of all, lead tracking and the dashboard.
If I could give higher than 5 stars I would. This software does the work of 2-3 software combined and does it well for a very reasonable price.
This software has been great so far for being able to see the status of my business and helping me stay on top of my work.
Unlike most programs, which are (poor) billing software with other (poor) things built around it, Lawcus is a CRM and Project Management tool.
The customer service is incredibly responsive and helpful. I don't have anything other than great things to say about Lawcus.
There were some functions missing that have since been added.
They are quickly responsive, dedicated to ongoing improvement, and overall incredibly helpful. We highly recommend Lawcus.
The problem with the accounting, we had problem linking with QB but now its fine.
It's modern in function and appearance, fairly easy to use, and the customer support is FANTASTIC. I switched from Clio to this software because I like all the customizations.
But their responsiveness in problem resolution is unparalleled.
We recently switched to Lawcus from another legal software product. We are very happy with the integration and ability to automate tasks.
The ease of use with the product, the fact that it encompasses so many aspects of what we need to do every day while reducing the number of apps in the meantime, make it a fantastic product.
I liked the most that the software is easy to use, and helps you visualize my practice.
Everytime I try something new, I am easily able to figure it out. I am not that tech saavy so its so nice that its so easy.
The software is easy to use and understand. It's flexible and you can create your desired workflows and processes with it.
Best legal management software, especially for your money.
I've searched for a CRM that's easily integrated with law practice management software without a big upfront expenditure. Lawcus has built-in CRM in addition to great reporting and automation.
My overall experience with Lawcus has been great and I anticipate staying with the software for a long time to come.
I love the kanban view of my pipelines, the workflow automations, dynamic merge fields, relationships, tags, intake forms and most of all, lead tracking and the dashboard.
If I could give higher than 5 stars I would. This software does the work of 2-3 software combined and does it well for a very reasonable price.
Case Master Pro logo
5.0
17

Legal Case Management & Debt Collection Software.

learn more
Reviews Sentiment
Positive Reviews
Rating Breakdown
    Value for money
    5.0
    Ease of use
    4.9
    Features
    4.9
    Customer support
    5.0
Pros and Cons from Case Master Pro users   
+15
They are personal and extremely helpful with excellent knowledge of the system. They are also quick to adjust features to fit our firms need.
There is very little I dislike about the system. Any dislikes or difficulties I expressed to the CMP staff about the system have either been modified or are on a list for future updates.
The CMP staff is great about providing tutorials and training if needed, and is receptive to modifying the system to make it more adaptable to your needs, all at an affordable cost.
Our entire practice was built around this antiquated software, so I was dreading making the switch.
There are also great reporting tools to help employees/managers know exactly where they are at.
Lack of automated functions to sync with our bank.
What really sets them apart from all the others though is their outstanding customer service.
There were several problems with data conversion because of the mess we were converting from, but they worked painstakingly and patiently to make it right. That's going above and beyond.
As good as the software is for us, the customer support is even better. If we have any questions, the support staff is quick to respond and highly attentive to the needs of the firm.
Best legal practice software and outstanding customer service.
Besides offering every thing needed to run more efficiently, the ability to customize software to meet specific needs of the firm and amazing customer service.
CMP met all my requirements and it is so much easier to use than my old system I could not be happier. The customer support is outstanding.
CMP is the best overall full coverage case management program. To choose the best feature would be difficult.
Case Master Pro has numerous case management abilities and has made our job SO much more efficient and better in many ways. Technical support is a phone call or email away, with quick response time.
This software is easy to use without sacrificing capabilities, and the customer support is phenomenal.
A Cost Effective Tool That Will Enhance Your Practice Without Having To Add Staff.
Our firm has enjoyed a long term relationship with Case Master Pro. Additionally, customer support has always been rapid and efficient.
Trust accounting is a of paramount importance. CMP allows for integrated cost accounts and full 3 way reconciliation mandated by the state bar.
They are personal and extremely helpful with excellent knowledge of the system. They are also quick to adjust features to fit our firms need.
There is very little I dislike about the system. Any dislikes or difficulties I expressed to the CMP staff about the system have either been modified or are on a list for future updates.
The CMP staff is great about providing tutorials and training if needed, and is receptive to modifying the system to make it more adaptable to your needs, all at an affordable cost.
Our entire practice was built around this antiquated software, so I was dreading making the switch.
There are also great reporting tools to help employees/managers know exactly where they are at.
Lack of automated functions to sync with our bank.
What really sets them apart from all the others though is their outstanding customer service.
There were several problems with data conversion because of the mess we were converting from, but they worked painstakingly and patiently to make it right. That's going above and beyond.
As good as the software is for us, the customer support is even better. If we have any questions, the support staff is quick to respond and highly attentive to the needs of the firm.
Best legal practice software and outstanding customer service.
Besides offering every thing needed to run more efficiently, the ability to customize software to meet specific needs of the firm and amazing customer service.
CMP met all my requirements and it is so much easier to use than my old system I could not be happier. The customer support is outstanding.
CMP is the best overall full coverage case management program. To choose the best feature would be difficult.
Case Master Pro has numerous case management abilities and has made our job SO much more efficient and better in many ways. Technical support is a phone call or email away, with quick response time.
This software is easy to use without sacrificing capabilities, and the customer support is phenomenal.
A Cost Effective Tool That Will Enhance Your Practice Without Having To Add Staff.
Our firm has enjoyed a long term relationship with Case Master Pro. Additionally, customer support has always been rapid and efficient.
Trust accounting is a of paramount importance. CMP allows for integrated cost accounts and full 3 way reconciliation mandated by the state bar.
They are personal and extremely helpful with excellent knowledge of the system. They are also quick to adjust features to fit our firms need.
There is very little I dislike about the system. Any dislikes or difficulties I expressed to the CMP staff about the system have either been modified or are on a list for future updates.
The CMP staff is great about providing tutorials and training if needed, and is receptive to modifying the system to make it more adaptable to your needs, all at an affordable cost.
Our entire practice was built around this antiquated software, so I was dreading making the switch.
There are also great reporting tools to help employees/managers know exactly where they are at.
Lack of automated functions to sync with our bank.
What really sets them apart from all the others though is their outstanding customer service.
There were several problems with data conversion because of the mess we were converting from, but they worked painstakingly and patiently to make it right. That's going above and beyond.
As good as the software is for us, the customer support is even better. If we have any questions, the support staff is quick to respond and highly attentive to the needs of the firm.
Best legal practice software and outstanding customer service.
Besides offering every thing needed to run more efficiently, the ability to customize software to meet specific needs of the firm and amazing customer service.
CMP met all my requirements and it is so much easier to use than my old system I could not be happier. The customer support is outstanding.
CMP is the best overall full coverage case management program. To choose the best feature would be difficult.
Case Master Pro has numerous case management abilities and has made our job SO much more efficient and better in many ways. Technical support is a phone call or email away, with quick response time.
This software is easy to use without sacrificing capabilities, and the customer support is phenomenal.
A Cost Effective Tool That Will Enhance Your Practice Without Having To Add Staff.
Our firm has enjoyed a long term relationship with Case Master Pro. Additionally, customer support has always been rapid and efficient.
Trust accounting is a of paramount importance. CMP allows for integrated cost accounts and full 3 way reconciliation mandated by the state bar.
Curo365 logo
4.7
14

Legal practice management based within Microsoft 365

learn more
Reviews Sentiment
Positive Reviews
Rating Breakdown
    Value for money
    4.6
    Ease of use
    4.3
    Features
    4.6
    Customer support
    4.4
Pros and Cons from Curo365 users   
avatar
avatar
avatar
+9
The Curo team is very responsive and they really want to make your experience with their product pleasant and easy to use.
I often click on data that is tied to a record of some sort and the record opens up to display all of its information, and that can be obnoxious.
What I like most about this software is that you can find everything in one place and that it is pretty user friendly.
The think I dislike about Curo is the navigation to see what a client has paid, what they owe, what they have in trust, and etc. It is difficult to understand the accounting side.
It is an overall great law firm management product for me to have confidence in.
There is a slight input lag which can make typing descriptions for tasks or billing a little tedious.
C The software team has been great to work with and has listened to all my opinions and issues. The product is just getting better every day due to their diligence.
It is different in many ways to other solutions so there is a bit of a learning curve. I built too many customizations early on and those became a distraction.
Availability everywhere with an internet connection, and great customization capabilities.
The tasking feature is far better than any of the other products I have tested. I am able to keep track off all my own tasks and see the progress of any task that I have assigned.
One of the best things is that the system can be customized for any firm. Do you have extra client data that you want to keep track of.
Powerful software, incredible customization possibilities.
The Curo team is very responsive and they really want to make your experience with their product pleasant and easy to use.
I often click on data that is tied to a record of some sort and the record opens up to display all of its information, and that can be obnoxious.
What I like most about this software is that you can find everything in one place and that it is pretty user friendly.
The think I dislike about Curo is the navigation to see what a client has paid, what they owe, what they have in trust, and etc. It is difficult to understand the accounting side.
It is an overall great law firm management product for me to have confidence in.
There is a slight input lag which can make typing descriptions for tasks or billing a little tedious.
C The software team has been great to work with and has listened to all my opinions and issues. The product is just getting better every day due to their diligence.
It is different in many ways to other solutions so there is a bit of a learning curve. I built too many customizations early on and those became a distraction.
Availability everywhere with an internet connection, and great customization capabilities.
The tasking feature is far better than any of the other products I have tested. I am able to keep track off all my own tasks and see the progress of any task that I have assigned.
One of the best things is that the system can be customized for any firm. Do you have extra client data that you want to keep track of.
Powerful software, incredible customization possibilities.
The Curo team is very responsive and they really want to make your experience with their product pleasant and easy to use.
I often click on data that is tied to a record of some sort and the record opens up to display all of its information, and that can be obnoxious.
What I like most about this software is that you can find everything in one place and that it is pretty user friendly.
The think I dislike about Curo is the navigation to see what a client has paid, what they owe, what they have in trust, and etc. It is difficult to understand the accounting side.
It is an overall great law firm management product for me to have confidence in.
There is a slight input lag which can make typing descriptions for tasks or billing a little tedious.
C The software team has been great to work with and has listened to all my opinions and issues. The product is just getting better every day due to their diligence.
It is different in many ways to other solutions so there is a bit of a learning curve. I built too many customizations early on and those became a distraction.
Availability everywhere with an internet connection, and great customization capabilities.
The tasking feature is far better than any of the other products I have tested. I am able to keep track off all my own tasks and see the progress of any task that I have assigned.
One of the best things is that the system can be customized for any firm. Do you have extra client data that you want to keep track of.
Powerful software, incredible customization possibilities.