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 is for
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 is good
- 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
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.
evergreen plans and pricing
All plansCompared on legal practice management software
- Client intake
- Yes
- Client portal
- Yes
- Document automation
- Yes
- Time tracking
- Yes
- Billing and payments
- Yes
- Trust accounting
- Yes
