Legal Case Management Software Reviews: Which Is Best?

Looking For Legal Case Management Software Reviews from fellow solicitors?

I invited solicitors already using case management software to review their experience and below I share my findings with you.

If you sign up to receive this survey, you will also be invited to enter the next survey and to receive the annual survey results.

In my survey of Legal Case Management Software, I asked users to rate their overall experience of the use of the case management software.

Whilst the numbers of the survey are not huge (around 100), I believe there are certain themes which make it valuable, at least providing solicitors with questions to ensure are answered fully by the software provider before proceeding to sign up with them.

The survey results are in alphabetical order, after the overall summary.

Legal Case Management Software UK Review Summary

The overall satisfaction rating for all of the providers combined is 66.50%.

Whilst some solicitors seem very happy with their case management software, 95/100 being the highest recorded for Leap but Leap also recording the lowest satsifaction score of 10/100, other software also fared well with ALB, Clio, Insight Legal & Practice Panther receiving scores of 90.

ALB Legal Case Management Software UK

Overall satisfation rating: 82.5%
Survey respondents: 2
What Do You Like Comments?
“Simplicity ”
ALB is the best. Its quick and intuitive. Everything is in the Cloud except for a link on the computer(s).”

What Could Be Improved Comments?
“Support and reports”
“ALB is fine as is. ”

Clio Legal Case Management Software UK

Overall satisfation rating: 87.5%
Survey respondents: 2 (3 total but one did not score)
What Do You Like Comments?
“Very easy and intuitive to use”
“Price, easy to use, accessible via an app on your mobile, visually nice to look at.”

What Could Be Improved Comments?
“The integrations that N American customers enjoy are not all rolled out to U.K. customers. Eg payment services”
“They use American phrases which can be a bit confusing”

EXPD8 Legal Case Management Software UK

Overall satisfation rating: 76.6%
Survey respondents: 3
What Do You Like Comments?
“Simple to use”
“Ease of use (I’ve been using it for almost 20 years so not sure how a new user would find it)”
“Easy access”

What Could Be Improved Comments?
“Brief preparation”
“Number of features whic”h simply don’t work as might be expected – most annoyingly the Brief (production) feature
“Compatability with 365”

Insight Legal Case Management Software UK

Overall satisfation rating: 85%
Survey respondents: 2

What Do You Like Comments?
“Cost effective and has all case management functions.”

What Could Be Improved Comments?
“They do an enterprise version which has work flows and auto bank feed, seems like a little too much price for that.”

LEAP Legal Case Management Software UK

Overall satisfation rating: 68%
Survey respondents: 12 (11 scores)
What Do You Like Comments?
“Efficiency and regular updates”
“Very simple to use. Some good integrations with the system”
“Versatile , easy to use and effective when working remotely”
“That it’s cloud based”
“Flexible and firm can easily set up precedents etc & integrates with email well & has some very useful bolt ons like workflow”
“It’s intuitive and quite simple”
“The add ins such as online payment system.”

What Could Be Improved Comments?
“Clunky and not overly user friendly”
“Easier to adapt precedent letters”
“Precedents ”
“Better accounts package – links in with Xero, rather on its own”
“Need to have to use Xero accounting software makes for a clunky experience”
“Customer Service and the system itself which has a dreadful glitch when opening word and pdf docs”
“The cost are very high and increase significantly every renewal as they “have you over a barrel” and whilst the bolt ons are useful they all cost and again are very expensive”
“It’s linking with our app and other new software tools”
“LEAP is too slow and complex and needs to be simplified; also it has far too many bells and whistles.”

Practice Evolve Legal Case Management Software UK

Overall satisfation rating: 75%
Survey respondents: 2
What Do You Like Comments?
“Ease of use”
“good for tracking and managing prospects”

What Could Be Improved Comments?
“Time recording which is a bit fiddly”

Proclaim Legal Case Management Software UK

Overall satisfation rating: 43.33%
Survey respondents: 3
What Do You Like Comments?
“Links with other software well.”
“It does what it says on the tin. The accounts package is integrated and good”
“It is awful”
What Could Be Improved Comments?
“It is awful”
“Its complicated and time consuming to build workflow. Support fees are extraordinary, exploitative and the support provided has diminished considerably.”
“I’ll try to be more helpful with this response! It should be easier to time record. ”

Quill Legal Case Management Software UK

Overall satisfation rating: 20%
Survey respondents: 2 (1 score only)

What Do You Like Comments?
“Originally signed up for the accounts side of the software. We need to change”

What Could Be Improved Comments?
“Case and document management is being improved but is behind competition in many respects”

Case Study

I’d always had a retirement date in mind, but before I started working with Nick, I didn’t imagine there was any chance that I’d achieve it

Whether you’re a sole practitioner or a large firm, you’ll get huge value from working with Nick, of that I have no doubt.

It was five years ago that I first came across Nick Jervis, and my only regret is that I didn’t start working with him earlier.

I was a sole practitioner, and for years I’d been advertising in the Yellow Pages and getting decent results.

But as time went on, the response diminished, I was struggling to get as many clients as I needed, and to top it all off, the Yellow Pages still kept pushing the price up.

Eventually, enough was enough – something had to change, otherwise my business was going to be in trouble.

I’d been aware of this guy, Nick Jervis, for a while, and as far as I could tell he was pulling up trees in the solicitor industry with new, sophisticated marketing.

But something had held me back – maybe it was a fear of the new or the unknown.

Whatever it was, I eventually overcame it, hopped on a train to Nailsea, and spent an enthralling day with Nick, where he explained exactly where I was going wrong, and what he’d be doing to fix it.

He certainly wasn’t all talk either, because he went about fixing it with quite some speed.

He got to work constructing a website that would actually convert clients, and then focused on getting me to the top of Google Adwords.

And once he’d done that, the response was spectacular – a few months earlier I’d been scratching around for leads, and now I was getting 3-4 qualified Probate or conveyancing leads direct to my email inbox every single day.

As a result, the turnover increased considerably, and with more breathing space, Nick and I were able to get everything working smoothly.

I was getting more leads, gaining more instructions and making more money than I ever had before.

I’d always had a retirement date in mind, but before I started working with Nick, I didn’t imagine there was any chance that I’d achieve it – the income just wasn’t there.

But with Nick’s help, things changed quickly and significantly, to the point where I was able to reach my retirement date – I’d been at it for 42 years and I decided enough was enough!

Thanks to Nick, I stopped doing Probate and conveyancing, and stepped into semi-retirement as a notary public, which gives me just enough to do to ensure I’m out from beneath my partner’s feet – needless to say, Nick still helps me get work via Google Adwords.

I can’t overstate this enough – Nick changed my life, and for that I will always be grateful. Where I was struggling, Nick stepped in, transformed things and ensured I met my personal and professional goals.

Whether you’re a sole practitioner or a large firm, you’ll get huge value from working with Nick, of that I have no doubt.

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