Freedom251 › Legal Practice Management Software
evergreen
What evergreen is
evergreen is a web-based legal practice management platform connecting client intake, matter management, billing, finance, and compliance. It centralizes work in progress, fees, disbursements, documents, deadlines, and matter progress from intake through billing. Client intake, client portals, document automation, time tracking, billing and payments, and trust accounting are listed capabilities. Fee earners can record billable or non-billable work through passive capture, manual timers, or direct entry in Teams. Financial tools include configurable fee structures, e-billing, cash and accrual accounting, grouped adjustments, and automated write-offs. Built on Microsoft Dynamics 365, evergreen is part of sa.global’s Microsoft Industry Cloud for Law Firms. It connects with Microsoft 365 and Teams, while Dynamics 365 and Power Platform connectors can link other applications. Deployment occurs inside the firm’s Microsoft Azure tenant, where the customer controls access, ownership, data residency, and compliance settings. The maker cites Azure security capabilities, ethical walls, and compliance checks. Pricing is available on request.
Who it suits
evergreen is designed for law firms across practice areas, firm structures, and multi-office operations. It suits firms wanting Microsoft-based matter, finance, compliance, and client processes in one platform.
What it does well
- Centralizes matters from intake through billing
- Includes client portals and document automation
- Supports passive and manual time capture
- Runs in the customer’s Azure tenant
- Includes implementation and migration guidance
What to know first
- Designed specifically for law firms
- Deployment depends on Microsoft Azure
Plans
| Plan | Billed and limits | Price |
|---|---|---|
| sa.go! subscription | Fixed subscription cost; contact sa.global for pricing · Core evergreen matter management · productivity applications · platform updates · Dynamics 365 infrastructure · support and maintenance · security and compliance updates · training resources | On request |
As legaltech.saglobal.com lists them, read 11 Oct 2026. The maker's own page has the final word.
Verdict
evergreen brings legal matter, billing, finance, and compliance work together on Microsoft technology. Firms should request pricing and assess the Azure deployment and implementation approach for their environment.
Facts from evergreen's own pages
- Billing and finance
- The platform supports configurable fee structures, e-billing, cash and accrual accounting, grouped adjustments, and automated write-offs. · legaltech.saglobal.com, 11 Oct 2026
- Billing and payments
- Yes · legaltech.saglobal.com, 22 Sept 2026
- Built on
- The platform is built on Microsoft Dynamics 365 and is part of sa.global’s Microsoft Industry Cloud for Law Firms. · legaltech.saglobal.com, 11 Oct 2026
- Client intake
- Yes · legaltech.saglobal.com, 22 Sept 2026
- Client portal
- Yes · legaltech.saglobal.com, 22 Sept 2026
- Deployment and data control
- evergreen is deployed within the customer’s Microsoft Azure tenant, where the firm controls access, ownership, data residency, and compliance configurations. · legaltech.saglobal.com, 11 Oct 2026
- Document automation
- Yes · legaltech.saglobal.com, 22 Sept 2026
- Implementation
- The sa.go! deployment path includes implementation, training, adoption guidance, and managed migration from legacy practice management systems. · legaltech.saglobal.com, 11 Oct 2026
- Integrations
- It integrates with Microsoft 365 and Teams, and Dynamics 365 and Power Platform connectors can link it with other legal and business applications. · legaltech.saglobal.com, 11 Oct 2026
- Intended users
- The platform is designed for law firms and is described as adaptable across practice areas, firm structures, and multi-office operations. · legaltech.saglobal.com, 11 Oct 2026
- Matter management
- It centralizes matter details including WIP, fees, disbursements, documents, deadlines, and matter progress from intake through billing. · legaltech.saglobal.com, 11 Oct 2026
- Notable limit
- The maker describes subscription pricing but does not state a numeric price on the pages opened. · legaltech.saglobal.com, 11 Oct 2026
- Purpose
- evergreen is a cloud-based legal practice management platform that connects client intake, matter management, billing, finance, and compliance. · legaltech.saglobal.com, 11 Oct 2026
- Security
- The maker says the platform uses Azure security and compliance capabilities and includes ethical walls and compliance checks. · legaltech.saglobal.com, 11 Oct 2026
- Support
- The subscription description lists technical support and maintenance, security and compliance updates, and training resources and documentation. · legaltech.saglobal.com, 11 Oct 2026
- Time capture
- Fee earners can record billable and non-billable activity through passive capture, manual timers, or direct entry within Teams. · legaltech.saglobal.com, 11 Oct 2026
- Time tracking
- Yes · legaltech.saglobal.com, 22 Sept 2026
- Trust accounting
- Yes · legaltech.saglobal.com, 22 Sept 2026
Where evergreen stands on Freedom251
- Legal Practice Management Software#116 of 140