Best Project Management Software for Lawyers in 2025
As a legal project manager, handle your projects faster, communicate better with your legal team, and track time seamlessly with legal project management tools. Start from our best five.
Monday.com
ClickUp
Wrike
Asana
Do you want to manage all your legal projects, tasks, and to-dos on a single platform?
If your answer is yes and you are interested, continue reading this article. I will show you six legal project management software in 2023 to achieve your project goals faster. Choose the best one that wins your heart and get started immediately.
Let's move on!
Best Project Management Software for Lawyers
- Monday: Best Overall
- ClickUp: Best for Legal Case Management
- Wrike: Best for Reporting
- Asana: Best for Complex Legal Projects
- Basecamp: Best for Communication
- Clio: Best for Legal Document Management
1. Monday.com
The Best Overall Project Management Software for Legal Projects
Monday.com, trusted by over 180,000 customers in more than 200 countries, is the first legal project management software that you should try out if you want the best platform for managing your legal projects and cases.
Key Features
Dashboards and Reporting
Access intuitive drag-and-drop tools to create custom dashboards and track progress, budgets, and timelines. You can also share important case files with your colleagues and view legal reports from a single platform.
Files and Data Tools
Organize all your files in a neat and organized timeline. Also, collaborate and communicate straight on your files and enable real-time alerts and smart notifications. The best part is that you can even add more milestones to the timelines that you create. Upload any file format you want from your computer, OneDrive, Dropbox, or Google Drive. Additionally, view your files as a visualized grid, full project view, or in any format.
Digital Asset Management
The digital asset management feature lets you manage, organize, and store all your team's assets on a single centralized platform, and you can retrieve anything you need in seconds.
Customizable Kanban Boards
Get access to ready-to-use Kanban templates or create your own. Handle your legal workflows with the fully-customizable Monday.com Kanban boards. Furthermore, easily collaborate with important stakeholders of your law firm, know the stage of your workflow, and smoothly track backlogs and iterations. Some data tools can be used to prioritize and assign tasks to your colleagues.
Automation
Thanks to Monday.com, you can set up various automations, such as email notifications, status updates, time tracking, task assignments, progress updates, and even dependencies. This way, you can save time, effort, and resources.
Gantt Charts
Manage, plan, organize, track, and carry out your firm's projects through a visual and flexible platform. For example, you can set dependencies for your projects while visualizing important dates and milestones seamlessly.
Resource Management
Easily centralize all your legal work processes and know your team's resource capacity while tracking progress in real-time.
Pricing
Monday.com offers four paid plans.
- 3 Work Boards
- 2 Team Members
- Unlimited Docs
- 500 MB Storage
- 200+ Project Templates
- Unlimited Boards
- Unlimited Team Members
- Unlimited Viewers
- 5 GB Storage
- 1-Week Activity Log
- Calendar, Timeline, Map Views
- 250 Actions for Automations
- 250 Actions for Integrations
- 20 GB Storage
- 6-Month Activity Log
- Unlimited Guest Access
- 25000 Actions for Automations
- 25000 Actions for Integrations
- 100 GB Storage
- 1-Year Activity Log
- Dedicated Customer Agent
- 250000 Automations
- 250000 Actions for Integrations
- Enterprise Analytics
Read more Monday.com pricing or Monday.com review
- Basic at $8/seat/month: This is the cheapest and the most basic plan with features like unlimited tasks, projects, and free viewers.
- Standard at $10/seat/month: The plan is best for collaborating on projects with all stakeholders, and it has features like calendar view, automation, and integrations.
- Pro Projects at $16/seat/month: This plan has advanced features for managing complex projects and tracking their progress.
- Enterprise Projects with Custom Pricing: This plan is best for enterprises that want enterprise-level security, lots of automation & integrations, and security.
2. ClickUp
Free Legal Project Management Platform for Case Management
ClickUp is a cheap legal project management software to manage your caseload, keep your cases organized, and capture leads.
Key Features
Project Time Tracking
Track time from anywhere and access a free chrome extension that allows you to record time from any device. You can also link the time that you track with your active ClickUp tasks. For manual time tracking, create inputs by date range and add notes to your time entries. You can also create labels to categorize and filter tracked time. Also, you have access to time reports.
Docs
Create the perfect Doc or Wiki with rich styling options and nested pages. Also, format your legal documents for any use cases by inserting bookmarks and adding tables. Easily edit your legal documents in your leisure time, tag your teammates with comments, assign tasks to them, and turn text into trackable tasks without any stress.
Docs and Workflow Integration
- ClickUp allows you to connect your docs to workflows and link docs and tasks together for easy access. Easily update your customizable workflows by adding widgets, assigning tasks, and changing project statuses without leaving your editor. Organize your legal docs into the necessary categories and arrange resources and your firmโs wikis by adding them to your workspace.
Form View
Build your form from scratch by dragging and dropping any supported field type. If you want to rename your field, all you need to do is to click on the title. Also, you can customize your form by adding the primary color of your choice with your favorite theme. You can also remove the ClickUp branding. Copy the direct link and share your forms with whomever you want.
Pages
ย If you are tech-savvy, then you can make use of the HTML code in the embed section to integrate your form into a page. Then you can process your form responses, assign them, update and even move them through a specific workflow. Furthermore, you can customize the follow-up messages of your forms and where to send your form responses.
Kanban Board
Visualize your work and improve your project management by building a flexible Kanban system with ClickUp. Analyze projects better from any perspective by arranging your columns and grouping your boards where you want. ClickUp also allows you to see all your Kanban boards in a single view. This way, you can get a comprehensive overview of where every of your team projects stands.
Custom statuses
You can also create unique statuses for your legal workflows, add new statuses, or even edit the existing ones straight in your board view.
Pricing
ClickUp offers a free plan and four paid plans.
- 24/7 Support
- 100 Automations/Month
- Built-in Time Tracking
- Kanban & Calendar View
- 100 MB Storage
- Live Chat Support
- 1000 Automations/Month
- Guest Access Control
- Unlimited Map & Gantt Views
- Unlimited Storage
- Unlimited Dashboards
- 10000 Advanced Automations/Month
- Unlimited Teams
- Timesheets Integration
- Unlimited Timeline Uses
- Priority Customer Service
- 25000 Pro Automations/Mo
- Unlimited Subtasks in Multiple Lists
- API calls: 1000/Minute
- Custom Capacity for Workload
Read more about ClickUp pricing or ClickUp review
- Free plan: The free plan is best for personal use, and it has features like 100MB storage, unlimited tasks, and two-factor authentication.
- Unlimited at $5/member/month: This is the best plan for small teams that want unlimited storage, dashboards, and integrations.
- Business at $12/member/month: This plan is best for medium-sized teams that want advanced features like advanced automation, public sharing, and time tracking.
- Business Plus at $19/member/month: This plan is best for multiple teams that want custom features like custom permissions, role creation, and priority support.
- Enterprise with custom pricing: This is the most suitable plan for multiple large teams that need advanced permissions and white labeling.
3. Wrike
Low-Cost Legal Project Management Solution for Better Reporting
Go for Wrike if you want versatile project management software with simple-to-use work organization and project management features. With Wrike, you get to enjoy improved communication and increased team productivity in your law firm.
Key Features
Legal Process Management
Easily simplify your client intake processes, prioritize and customize your team's processes, and create an unlimited number of items such as tasks, projects, and subtasks for your entire team. Effortlessly know the assignee that's responsible for a particular process or task.
Customizable Workspace and Request Forms
Wrike allows you to create and configure your team's workspace, allowing you to manage your work more effectively. Create new blueprints straight from scratch, convert your work notes into sub-items, access pre-built project templates, and simply automate your work intake with dynamic request forms.
Work Structure
Easily set up and structure your work without any headaches. For example, you can assign work to colleagues based on capacity and performance and likewise automate assignments and track work done. Align your work with the necessary milestones and dependencies, and display your work items through a variety of views such as calendars, table board views, and Gantt charts.
Custom Titles and Time Tracking
Wrike allows you to classify your colleagues with custom titles based on their specific roles, estimate and book resources for to-do tasks, and likewise monitor your planned and actual costs. Under this feature, you can also track time and sync the data with your finance system, so you enjoy smooth invoicing.
Proofing and Revision Process
Set up a chain of project approvals and compare original files with their updated versions with the proofing feature. Optimize the revision and approval process of your projects as you route requests to the necessary internal and external stakeholders.
Collaboration and Workload Management
Easily collaborate with your legal teams across boards while also managing stakeholders across your entire legal industry. Track your workloads by adding unlimited projects, folders, spaces, and tasks, and attach research files to corresponding projects, tasks, and folders.
Detailed Reports and Analytics
Wrike gives you access to a complete and actionable dashboard that lets you visualize your work processes and stages. This way, you can gather real-time insights and then take actions that will improve your outcome and efficiency. You can view project progress and assignees via this interactive reporting dashboard.
Digital Marketing
Wrike allows you to unlock data from over fifty digital marketing platforms and thus monitor your campaign performance in real time. Organize and track progress by creating a custom team or personal dashboards and explore advanced analytics and BI easily without stress.
Pricing
Wrike offers a free plan and four paid plans.
- Unlimited Users
- AI-Powered Processes
- Custom Work Views
- Different Project Templates
- Available in 8 Languages
- 2-25 Users*
- 2 GB Storage/User
- Custom Fields & Workflows
- Project Dashboards
- Calendar and Gantt Chart Views
- 5-200 Users*
- 5 GB Storage/User
- 200 Automations/User
- Enhanced Collaboration
- Resource Management Features
Find out more Wrike pricing
- Free plan: This is the best plan for legal teams that are just getting started with project management.
- Team at $9.80/user/month: This plan is best for growing legal teams that want features like project and task management, board views, and table views.
- Business at $24.80/user/month: This plan is best for legal teams of all sizes that want a customized platform for various project management use cases.
- Enterprise with custom pricing: This plan is best for large teams that want enterprise-grade security and scalability.
- Pinnacle with custom pricing: This is the best plan for legal teams with complex needs.
4. Asana
Affordable Legal Project Management Tool for All Legal Practitioners
Asana is a flexible project management software for large and small legal teams who want to manage projects and streamline their complex work fast.
Key Features
Workflow Builder
The Asana Workflow builder is a visual tool that allows you to connect your legal team members, coordinate your legal work and streamline your projects seamlessly in a single place. For example, you can set up legal processes, create progress reports and share them with your colleagues without any headaches. Additionally, you can customize your workflows with your team.
Forms
Gather ideas, arrange requests, and collate important data with the Asana forms. Create rules to trigger automatic actions such as task assignments and quickly review status updates. Also, monitor the progress of the work stages in your workflows, convert your best workflows into templates, and close more legal deals faster.
Timeline
Asana Timeline allows you to create project timelines where you can schedule tasks with your deadlines. Share your timeline with whoever you want, and modify your project plans as your work changes. This way, you can keep your project right on track. Also, convert your spreadsheets into timelines by importing your CSV file directly into Asana.
Work Requests and Templates
Manage every of your work requests in a single place. For example, you can create an efficient data intake process and customize your forms to streamline your legal processes. Asana gives you access to multiple templates that you can use, and you can also create your custom templates too.
Kanban Boards
View all your project tasks in a single place, create clear legal processes, and ensure tasks get done at the right time. Furthermore, show your workflow stages by labeling your columns and dragging and dropping Kanban cards from each successive stage. Also, customize and configure your work-in-progress columns to match your workflows and switch from a Kanban board to a Gantt chart, timeline, or list view.
Team Calendar
Effortlessly create team and project calendars and view all your team's work in your calendar. Asana allows you to view tasks on your calendar and sort and filter them in a list layout. You can also switch between calendars and lists and view your work and deadlines with advanced search. That's not all: integrate Asana with various scheduling tools that you use, such as Outlook, Google Calendars, and iCal.
Pricing
Asana offers a free plan and three paid plans.
- Unlimited Projects & Tasks
- Unlimited Storage & Logs
- 100+ Free Integrations
- Status Updates
- Calendar View
- Unlimited Dashboards
- Workflow Builder
- Task Dependencies
- Task Templates
- Timeline & Milestones
- Workload Management
- Advanced Reports
- Built-in Time Tracking
- Create Custom Rules
- Premium Integrations
Read more about Asana pricing
- Basic (free): This is the best plan for legal teams that are still new to project management features but want to manage unlimited projects and tasks.
- Premium at $10.99/user/month: This is the best plan for teams that want to create quality project plans and enjoy features like unlimited dashboards and a workflow builder.
- Business at $24.99/user/month: This plan is best for managing work from different sources, and it has features like advanced reporting and a custom rule builder.
5. Basecamp
Project Management Software With Basic Features for Beginners
Basecamp is another top project management tool used by over 75,000 businesses and smart project managers worldwide.
Its best selling point is that it is very simple to use.
Key Features
Homepage
Home is a simple single screen for your projects, logo, schedules, and assignments. Basecamp allows individuals to set up their homepage. Easily add your best projects, pin, logo at the top bar, recently visited projects on the down bar, and most visited stuff in the sidebar. You also have access to a sortable list view, and you can switch to any project.
Message Board
Basecamp allows every teammate to view the complete conversation on the same page. Additionally, it also provides real-time notifications on new activities to the necessary team members. Furthermore, insert images and files to your messages, customize your messages with your favorite post types, cheer comments, and share messages with the colleagues you choose.
To-Dos
Create an unlimited number of lists that contain your impending tasks, assign as many team members as you want, and receive real-time notifications when work is completed. You can even make sub-lists by adding groups, inserting notes and file attachments to your to-dos, and commenting directly on lists and tasks. If you want to get a visual view of your work progress, then use the Basecamp Hill Charts.
Docs and Files
Basecamp provides unlimited space to share, organize, and store your docs and files on every project. You can also add images, link and discuss Google docs in Basecamp, upload files through simple drag and drop, and discuss files directly on a page. A complete version history is also included in every file. Then, you can work with cloud files from Airtable, Figma, and Dropbox.
Campfire
Campfire is a user-friendly group chat platform where you can ask questions and get quick answers fast. Also, you can create an unlimited number of rooms, @mention any colleague to get their attention, and attach code samples, files, and quotes. Basecamp even allows you and your team to use emojis, sounds, and videos on the Campfire group chat.
Schedule
Simply set up events, milestones, and deadlines with Basecamp. Add recurring events, events with times, dates, and date ranges, and discuss events. You can also add the colleague you want and subscribe with Google Calendar, Outlook, or iCal.
Activity Reports
Get access to insightful and actionable reports across your legal projects and view all metrics, including to-dos, completed tasks, and shared files. You can also view the tasks that you assign to your team members, including future tasks.
Pricing
Basecamp offers three paid plans.
- Team at $99/month: This plan covers up to 10 users while providing 2TB of storage.
- Business at 199/month: This plan covers up to 10 users and an unlimited number of clients.
- Unlimited at $199/month: This is a limited-time offer that allows both unlimited users and clients.
6. Clio
Top Legal Management Software for Case and Legal Document Management
Clio is a legal practice management software that is specifically built for lawyers that want to organize and manage their legal cases, tasks, and team workload.
Key Features
Case Management
Access your case details from any device of your choice and get an overview of all your case information from just one dashboard. Also, link time entry, legal contracts, legal documents, and notes to the suitable case. Additionally, work on your legal cases from your computer or mobile app. Furthermore, collaborate on cases with your lawyers and staff, track status updates on your firm's cases, and view real-time case developments.
Legal Document Management
Edit, sync, and store word documents and PDFs as you work. Clio provides unlimited storage and document backup. Also, you can upload and download legal documents in bulk without experiencing lags.
Clio Global Search and E-Signature
Retrieve any legal document that you want in seconds. You can filter and classify your files by folders, categories, dates, and authors. There's also the Clio e-signature capability, which you can use to prepare and export legal documents for signature by email.
Task Management
Manage your team's workload, organize your to-do lists, and view task progress with no stress. For example, you have access to real-time visibility of all your actionable tasks for a particular legal matter. This way, you can know your to-do tasks, including the ones that are overdue.
Collaboration
Collaborate on tasks with anyone by assigning tasks to colleagues at your firm or even to outside parties via the secure client portal. You can also set custom task categories and create standardized task lists.
Contact Management
Manage your contacts and client relationships from a single and intuitive platform. Get contact details at a glance and track your clients' history of conversations or specific client information. Clio even allows you to attach a profile photo to an individual client profile while adding contact attributes and personalized billing preferences too. Then, take advantage of online intake firms to gather contact information effortlessly.
Pricing
Clio offers four paid plans.
- EasyStart at $39/user/month: This plan is best for tracking time and accessing features like case and task management.
- Essentials at $69/user/month: This plan is best for streamlining your case management, legal documents, and client relations.
- Advanced at $99/user/month: This is the best plan for gaining insights on your cases and billings and for managing staff workloads.
- Complete at $129/user/month: This is the best if you want access to anything you need to run your law firm effectively.
Pros
- Comprehensive lead management services.
- Unlimited document storage on all plans.
- Availability of online payment processing features.
- Track time on any plan that you choose.
- Auto-fill your legal documents by using templates.
Cons
- No advanced legal document generation feature.
- Integrations are only available on higher-paid plans.
How to Choose the Best Project Management Software for Your Legal Team?
The simplest way to choose the right project management software for your legal team is to provide answers to the right set of questions. Get answers to these three questions, and you are on your way to choosing the best project management system for your legal team or law firm.
1. Do you have a budget?
This is the first question that you need to answer under this section. The reason is that your budget goes a long way in determining the right project management software for you. Consider creating a budget that specifies the number of dollars that you are willing to spend on an ideal project management software. If you have a large budget, then you can consider top project management software with expensive plans. Better still, you can go for their free plans if your budget is small-sized.
2. What are your best must-have legal project management features?
Put in another way, what are the things you want to see in a project management software ideal for your legal team? The answer to these questions depends largely on the type of projects that your legal team handles. For example, if you manage a large volume of projects, then you need project management software with robust legal document management features. Better still, you might prefer project management software with good communication and collaboration tools.
3. What's the size of your legal team?
Most legal teams are usually six in number. But still, you need to make your choice based on your legal team size. If you have a large team, then go with project management software with capabilities that enable large users. Also, most project management software charges per user, while a few others offer flat pricing for a set number of users. Your budget and the size of your legal team will jointly affect your choice of project management software.
FAQs
Monday.com is the ideal project management software for attorneys and lawyers. It has all the necessary features that attorneys and lawyers need to manage their legal cases and workflows efficiently. Also, it has a free plan, annual discount, integrations, and enterprise-level security.
Legal project management software is a tool designed for lawyers to manage and organize their entire cases and tasks, track time and status updates, and automate routine tasks and actions. Most legal project management software comes with built-in time tracking, work management tools, communication toolkits, and team collaboration features.
Align People & Processes Using an Efficient Legal Project Management Software
Now that we have considered the best six legal project management software available in 2023. The ball is now in your court to choose anyone that you want and start using immediately.
Whether you want to streamline your legal workflows and cases or align people and processes in a single and intuitive platform, efficient legal project management software is your best bet.
Most legal project management software will allow you to handle everything, such as your clients, cases, billings, workflows, and even time tracking, on the seamless platform that it provides.
And you can start from these our best five.
Monday.com
ClickUp
Wrike
Asana
Basecamp
It's finally time to align your workflows and everyday legal processes. It's time to manage more cases in a shorter time. It's time to take control of your legal projects with tested legal project management software. Best of luck.
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