MyCase

Clio

Clio is a legal practice management platform used by law firms to manage client intake, matters, documents, time tracking, and billing in one system. It handles trust and operating account reconciliation, online client payments, and secure client communication, with AI features that can draft bills automatically based on configured billing parameters.

PracticePanther

PracticePanther is an all-in-one legal practice management platform for law firms, combining client intake, case and matter management, billing, payment processing, and accounting in one system. It targets solo practitioners through large firms across practice areas like bankruptcy, personal injury, civil litigation, estate planning, criminal defense, and family law.

Teamwork.com

Teamwork.com integrates project management, resource planning, and financial tracking into one platform aimed squarely at agencies, consultancies, and other client-services teams. It covers client intake forms, task creation, team collaboration, and client approval workflows, alongside capacity planning, workload balancing, and utilization tracking for resourcing. Financial controls include budget tracking, time logging, cost management, profitability reporting, and billing rate setup, while AI features can auto-create projects from briefs, assign resources intelligently, and forecast profitability. The platform offers 150+ integrations including Slack, Salesforce, HubSpot, QuickBooks, Xero, and Microsoft Outlook, plus web, iOS, and Android apps.

Passare

Passare is case management software for funeral homes, letting directors and admins track a decedent's chain of custody with barcode scanning and organize active cases on customizable whiteboards. It combines case tracking with family-facing tools, including an online Planning Center where families can complete arrangements themselves and eSignatures for remote authorization. The platform also includes an AI Scanner to digitize paperwork, an AI Obituary Writer to speed up drafting, and financial tools covering payments, inventory, and accounting. Passare offers native iOS and Android apps alongside the web platform and lists 40+ integrations spanning websites, print, and call services; the vendor states over 2,600 funeral homes use it, but does not publish pricing on its website.

Smokeball

Smokeball is a cloud-based legal practice management platform for solo attorneys, small firms, and mid-sized law firms across practice areas like family law, personal injury, and real estate. It combines matter management, automatic time tracking, document automation, trust accounting, and an AI assistant called Archie for drafting and document review.

CosmoLex

CosmoLex is a browser-based legal practice management and billing platform for solo practitioners, small law firms, and mid-sized firms up to around 50 employees. It bundles time tracking, business and trust accounting with three-way reconciliation, document management, and AI-powered intake forms into one subscription rather than requiring separate accounting software.