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Top Rated Legal Document Management Software with Billing & Invoicing in 2026

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All user reviews are verified by in-house moderators and provider data by our software research team.  Learn more

Last updated: February 2026

Billing and invoicing in legal document management software streamline the entire financial process by allowing easy time tracking, generating detailed invoices, managing payments, and maintaining organized financial records, ensuring efficiency and accuracy in legal billing. Our reviewers in legal document management software rated this feature as highly important.

3 Best Legal Document Management Software with Billing & Invoicing

See other top Legal Document Management products with billing & invoicing

How we picked the 3 top rated products

We chose the high-performing solutions on this list based on verified user ratings on our site. Depending on available data, qualifying products either had to be among the most user-reviewed or the most searched-for products in the legal document management software category. They also needed to have sufficient reviews about billing & invoicing, have a minimum user rating of 3 out of 5 for that feature, and show evidence of U.S. market presence. We then added a distinction for the product with the highest rating for billing & invoicing based on our proprietary ratings and reviews. Sponsorship or client status has no influence on the selection of these products, but it may impact the order in which products appear.

Details for the 3 best products

MyCase logo
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User insights about the billing & invoicing feature

Reviewers appreciate MyCase's billing and invoicing capabilities for their ease of use and efficiency. They highlight the ability to send invoices, accept online payments, and automate reminders, which streamlines the payment process. Users value the integration with LawPay and QuickBooks, although some mention issues with trust account management and contingency billing. They find the batch billing and customizable invoices helpful, but note that creating invoices can sometimes be cumbersome. Overall, users find MyCase valuable for tracking billable hours and managing financial transactions effectively.
“The billing program has cut down the time for our attorney's to process, produce, and deliver our monthly billing by half. Also the ease of the client being able to view the bill thru their portal and pay on line.”
SL

Sandra L.

Office Manager

“I am able to send out regular invoices and to get payments through the program. I also love the clients being sent automated reminders to pay their invoices.”
RG

Robert G.

Of Counsel

Legal Document Management key features coverage

MyCase offers 5 out of the 5 key features for Legal Document Management software identified by reviewers:

Case Management4.6
Document Management4.1
Client Management4.6
Electronic Signature4.9
Document Storage4.4

Pros and cons based on 775 verified reviews

77% of users rated MyCase 5 out of 5 stars, while 4% gave it 1 or 2 stars. To determine these pros and cons insights we analyzed 775 reviews and identified the topics where users expressed positive and negative sentiment.

Pros:

Comprehensive law firm management

Efficient practice management

Responsive and helpful support

Effective client communication

Cons:

Limited reporting capabilities

Cumbersome document management

Inefficient call and message management

See pros and cons details

Pricing

Starting price:$49 per user/per month|Free version:Not available|Free trial:Available

Prices may vary depending on the number of users and features.

Clio logo
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User insights about the billing & invoicing feature

Reviewers indicate that Clio's billing and invoicing capabilities are user-friendly and efficient. They appreciate the ability to send invoices directly to clients, track payments, and set up automatic reminders. Users highlight the integration with accounting software and the ease of generating professional invoices. However, some mention challenges with flat fee billing and the need for better reporting options. They find Clio Payments convenient for clients, although processing fees and delays are noted. Overall, users value Clio for streamlining billing processes and improving cash flow.
“We do all our time tracking, billing, and invoicing through Clio. We are also able to accept payments through Clio Payments - making it easy for us to quickly get paid”
CG

Christy G.

Shareholder

“I do all my billing and invoicing through Clio. Clio enables me to keep all that information in one place and to track billing, payments, etc. ”
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Daniel G.

Attorney

Legal Document Management key features coverage

Clio offers 5 out of the 5 key features for Legal Document Management software identified by reviewers:

Case Management4.7
Document Management4.3
Client Management4.7
Electronic Signature4.8
Document Storage4.5

Pros and cons based on 1,687 verified reviews

76% of users rated Clio 5 out of 5 stars, while 3% gave it 1 or 2 stars. To determine these pros and cons insights we analyzed 1,687 reviews and identified the topics where users expressed positive and negative sentiment.

Pros:

Comprehensive client tracking

Robust practice management

Intuitive user interface

Continuous efficiency improvements

Convenient mobile access

Cons:

Slow issue resolution

Weak accounting integration

Limited reporting capabilities

Basic note management

Inefficient email management

See pros and cons details

Pricing

Starting price:$59 per user/per month|Free version:Not available|Free trial:Available

Prices may vary depending on the number of users and features.

LEAP logo
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User insights about the billing & invoicing feature

Reviewers appreciate LEAP's billing and invoicing capabilities for their customization options and integration with accounting software. They find the time-tracking feature helpful for accurate billing and the ability to generate detailed invoices valuable. However, users mention that the billing process can be complicated and the system feels underdeveloped in some areas. They note issues with batch billing and the need for better support. Overall, users find LEAP useful for managing billable hours and financial transactions, despite some areas needing improvement.
“I am extremely pleased with the Billing & Invoicing feature in LEAP. It has revolutionized the way I manage and process my firm's billing. With LEAP, generating and sending invoices has become a breeze. I can easily track billable hours, expenses, and disbursements, and effortlessly create detailed invoices for my clients. The customizable invoice templates allow me to tailor the invoices to reflect my firm's branding and provide clear and transparent billing information to my clients. LEAP's integrated time-tracking feature has been a game-changer, as it accurately captures and records all billable activities, ensuring that I never miss any billable hours. The seamless integration with accounting software simplifies the financial management process, saving me precious time and reducing the chances of errors.”
Verified reviewer profile picture

Joseph M.

Associate

“The invoicing process is straightforward and can be done on a large batch or single invoice basis. The ability to allow all relevant users to review billing and make modifications saves time and adds efficiency and accuracy. Having the capacity to customize invoice layout has reduced the need to print all possible fields on every invoice. Only complaint is that the batch print option in bulk billing often does not complete resulting in needing to print each invoice (PDF) individually.”
MJ

Maribeth J.

Office Manager

Legal Document Management key features coverage

LEAP offers 5 out of the 5 key features for Legal Document Management software identified by reviewers:

Case Management4.1
Document Management4.1
Client Management3.9
Electronic Signature --
Document Storage4.6

Pros and cons based on 305 verified reviews

47% of users rated LEAP 5 out of 5 stars, while 15% gave it 1 or 2 stars. To determine these pros and cons insights we analyzed 305 reviews and identified the topics where users expressed positive and negative sentiment.

Pros:

Comprehensive case management

Efficient client management

Cons:

High costs and hidden fees

Frequent technical issues

Complex billing management

See pros and cons details

Pricing

Free version:Not available|Free trial:Not available

Prices may vary depending on the number of users and features.

Other Top Rated Legal Document Management Software with Billing & Invoicing in 2026

Filevine logo
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Cloud-based legal case management platform for attorneys.

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With Filevine, you can save thousands on storage costs with the UNLIMITED legal document management solution trusted by 125,000+ users.

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8am MyCase logo
Category Leaders

Cloud-based law practice management tool for law firms.

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8am MyCase is a legal practice and case management software designed for law firms of all sizes.

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backdocket logo

Law practice and legal document management software

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backdocket is a law practice and legal document management software that helps organizations track tasks, manage calendars, monitor leads, define approval workflows, and more from within a unified platform. With the claims management module, staff members can create claims-specific tasks, schedule events, upload claim documents, manage relevant record requests, and monitor claim ledger, including fees, settlements, and expenses.

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Clio logo
Category Leaders

Cloud-based legal practice management tool for law firms.

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Edit, store, and organize your legal documents securely and directly in the cloud.

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PracticePanther Legal Software logo
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Cloud-based law practice management tool for law firms.

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Easy & secure law practice management software. Highest rated legal case management software on GetApp. Perfect for lawyers and law firms of all sizes. Try it free, no credit card needed.

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TimeSolv Legal Billing logo
Category Leaders

Time, expense & billing management software for legal firms

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TimeSolv Legal Billing helps legal firms manage payments, invoices, budgets, tasks, and more. The built-in trust accounting functionality lets users create trust accounts to automatically process payments, update replenishment amount in invoices, and transfer funds between different trust accounts.

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CosmoLex logo
Category Leaders

Web-based legal practice management & accounting software

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CosmoLex simplifies legal document management with smart integrations (Dropbox, Box, OneDrive) that file documents with their proper matter. Nothing gets lost.

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Neos logo
Category Leaders

Cloud-based legal case management tool for law firms.

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Neos is the reimagined cloud-based case management solution that makes legal document management a breeze. OCR, advanced search, document tagging, custom case layouts and more will boost productivity and efficiency. Try it and you'll wonder how you ever lived without it.

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Centerbase logo

Cloud-based legal practice management tool for law firms.

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Centerbase offers comprehensive legal practice management software that centralizes firm operations. The platform includes document management, automated workflows, and advanced reporting tools for efficient firm management. It features client portals, automated time capture, and electronic billing capabilities that streamline client interactions and financial operations. The solution integrates with popular tools like QuickBooks, Office365, and NetDocuments.

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Actionstep logo

Cloud-based legal practice management tool for law firms.

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Actionstep is a cloud-based law practice management platform designed to streamline processes and enhance productivity for legal professionals.

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Curo365 logo

Legal practice management based within Microsoft 365

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Curo365 is a legal practice solution which utilizes cloud applications within the Microsoft 365 cloud suite to improve productivity for international, regional & local law firms, & solo-practitioners.Curo365 is built to handle cases/matters, documents, communications, calendaring, & financial/ERP.

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Jotform logo

Cloud-based form builder tool for digital forms.

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Jotform is a cloud-based form builder platform that helps businesses streamline form creation via ready-made templates, integrations with third-party applications, and design features that cater to organizations globally.

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Smokeball logo
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Cloud-base legal practice management tool for law firms

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Smokeball is a cloud-based practice productivity software designed to help users manage small law firms with email, document, calendar and task management functionality, plus time tracking and billing technology. With native mobile apps for iOS and Android, Smokeball affords users the flexibility to access and manage practice information anytime, anywhere.

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Secure and effortless document sharing and confidential comm

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Ideals is the highest ranked virtual data room provider for secure, real-time, effortless file sharing in transactions requiring a safe and secure exchange of confidential information such as M&A, fundraising, clinical trials, and IPOs.

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8am CasePeer logo

Law practice management tool for personal injury firms.

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8am CasePeer is a case management software designed specifically for personal injury law firms. The platform offers comprehensive tools for case management, client intake, document automation, and reporting, all integrated within a cloud-based system.

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ServeManager logo

Cloud-based legal case management solution

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ServeManager is a cloud-based legal case management solution that enables law firms to streamline affidavit management, invoicing, job routing, automated notifications, and more. Users can track job statuses and access job history using GPS and timestamp data, files, or service photos.

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Quickbase logo

No-code collaborative work and project management platform.

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Quickbase is a no-code collaborative work management platform that empowers citizen developers to improve operations through real-time insights and automations across complex processes and disparate systems.

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Tabs3 logo
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Cloud-based law practice management solution for law firms.

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PracticeMaster - Gives your firm more than Outlook.

An electronic case file organizes each matter’s contacts, appointments, emails, documents, fees, and research – making all of the information easy to find. Your practice has never been so organized.

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SmartAdvocate logo
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Cloud-based legal practice management tool for lawyers.

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SmartAdvocate is a comprehensive legal case management software available in both cloud and server-based versions. The system features built-in artificial intelligence tools that summarize cases, refine documents, and transcribe audio, while offering extensive document management capabilities with unlimited storage. SmartAdvocate integrates with various applications and includes automated workflows, client portals, and mobile apps for efficient case tracking.

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Rocket Matter logo

Cloud-based legal practice management tool for law firms.

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Rocket Matter offers legal practice management software tailored to the needs of growing law firms, helping them streamline operations and enhance efficiency. The platform consolidates client matters, documents, emails, tasks, and billable activities into a centralized system. It includes features such as Kanban boards for task visualization and management, as well as advanced reporting tools that provide detailed, customizable insights to support informed decision-making.

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Amberlo logo
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Law Practice Management software for law firms of all sizes.

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Amberlo - a cloud based legal software. With centralized case management all client work is available 24/7 in a secure cloud environment. Key features include case & contact management, document management, email management, calendaring, time & expense tracking, legal billing & trust accounting.

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CARET Legal logo

Cloud-based law practice management tool for attorneys.

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CARET Legal’s document management software provides you with the tools to create, manage, store, and share documents within your firm and with clients securely. Our document management capabilities make your document processes smoother, more consistent, and less time-consuming, with fewer errors.

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CloudLex logo

Legal case management tool for personal injury law firms.

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CloudLex is a case management software designed specifically for personal injury law firms. The platform offers comprehensive tools including matter management, client intake, document automation, and settlement calculators. Built on Microsoft Azure with HIPAA compliance, CloudLex integrates with Microsoft Office, Gmail, and e-signature services while providing mobile access through iOS and Android apps.

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MerusCase logo

Cloud-based legal practice management solution for law firms

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MerusCase is a customizable cloud-based law practice management solution that helps law firms streamline document automation, calendaring, time tracking, billing, and more.

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AbacusLaw logo

Law practice management for future-focused firms.

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AbacusLaw is a flexible and dynamically scalable practice management solution to support legal professionals from solo practitioners to enterprise law firms from client intake to payment.

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Key features for Legal Document Management software

Based on GetApp's analysis of verified user reviews collected between July 2021 and August 2024.

  • Case Management: Reviewers appreciate the centralized platform for managing all case-related data, including documents, communications, tasks, and deadlines. Users also value the ability to run reports, set reminders, and customize workflows. 96% of reviewers rated this feature as important or highly important.
  • Document Management: Users value the ability to securely store, organize, and access all documents in one centralized location. Features like version control, templates, and integration with other tools enhance efficiency. 96% of reviewers rated this feature as important or highly important.
  • Client Management: Users appreciate the ability to track all client interactions, securely store client information, and manage multiple cases for each client. Features like client portals and automated reminders improve client communication. 93% of reviewers rated this feature as important or highly important.
  • Electronic Signature: Reviewers emphasize the convenience of quickly obtaining and tracking electronic signatures. The integration with document management systems and multiple signature options are also appreciated. 90% of reviewers rated this feature as important or highly important.
  • Document Storage: Users value the ease of storing, organizing, and accessing documents in a secure, centralized location. The ability to manage large volumes of documents across multiple devices is also important. 85% of reviewers rated this feature as important or highly important.