Name: LegalSurf
Price: 99 USD

LegalSurf is collaborative legal management software with AI for law firms and legal teams. It brings matters, documents, tasks, clients, fees, expenses and tracked hours together, with matter records that can also hold activity, comments, assignees and customizable fields and statuses. The displayed Pro plan includes centralized matter management, automated forms, workflows and operational reports. A Claude connection can query matters, review tasks, produce reports, and create or update records from natural-language instructions; the site says this connection is available from the Team plan. Users can connect Google Calendar and link documents from Google Drive, Dropbox and OneDrive to matters. Calendar sync is user-initiated, bidirectional, limited to selected calendars and can be disconnected. Web, iOS and Android access is available, and the mobile apps support matter updates, task review and notifications. LegalSurf lists a free plan and paid plans from 99.00 USD per month. It says it hosts on DigitalOcean PaaS in the United States and lists encryption, role-based permissions, tenant isolation and access monitoring among its security controls.

Who it is for

LegalSurf is aimed at law firms and legal teams that need shared matter, task and document management. Its mobile apps and customizable access permissions may suit teams working across roles and devices.

What is good

Combines matter records, documents, tasks and expenses
Pro plan includes forms, workflows and operational reports
Links documents from Google Drive, Dropbox and OneDrive
Mobile apps support matter updates and task review
Lists role-based permissions and encryption controls

What to know first

Claude connection is available from the Team plan
Pro plan is listed at 99.00 USD per month
Teams remain responsible for entering and reviewing deadlines

Verdict

LegalSurf centralizes matter administration and offers mobile access, integrations and configurable permissions. Teams considering its AI connection should note that it starts with the Team plan, and deadline responsibility stays with the team.

LegalSurf plans and pricing

All plans

Pro $99/mo billed monthly 5 to 10 users · Up to 2,000 matters · 1 TB storage legal.surf · 22 Sept 2026

Plan Pro $64.35/mo $64,35/mes en el primer año; el primer año se contrata anualmente y luego pasa a suscripción mensual; precio mostrado junto a $99 y 35% OFF 5 a 10 usuarios · hasta 2.000 expedientes · 1 TB de almacenamiento legal.surf · 11 Oct 2026

Compared on legal practice management software

Free plan: Yes
Client intake: Yes
Client portal: Yes
Mobile apps: Yes

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The record

Product

LegalSurf describes itself as collaborative legal management software with AI for law firms and legal teams.

Centralized work

The platform brings matters, documents, tasks, clients, fees, expenses, and tracked hours together.

Matter records

Each matter can include documents, activity, comments, tasks, assignees, clients, fees, and expenses, with customizable fields and statuses.

Workflows

The displayed Pro plan includes centralized matter management, automated forms, workflows, and operational reports.

AI integration

Its Claude connection can query matters, review tasks, generate reports, and create or update records using natural-language instructions.

Claude plan limit

The site says the Claude connection is available from the Team plan.

Integrations

LegalSurf says users can connect Google Calendar and link documents from Google Drive, Dropbox, and OneDrive to matters.

Calendar sync

Google Calendar synchronization is user-initiated, bidirectional, limited to selected calendars, and can be disconnected at any time.

Security controls

The security page lists TLS encryption in transit, encryption at rest for stored data and backups, role-based least-privilege access, tenant isolation, and access monitoring and alerts.

Hosting

LegalSurf says it uses DigitalOcean PaaS with servers in the United States, and that its cloud providers have SOC 2 and ISO 27001 certified data centers.

Access permissions

Roles, groups, and customizable permissions can restrict access to sections or individual matters and control viewing, creation, editing, deletion, or administration.

Mobile

The site says its iPhone and Android apps let users consult and update matters, review tasks, and receive notifications.

Implementation and support

Implementation is described as immediate; the team says it can load submitted Excel data within 48 hours and provides initial setup, training, and three follow-up meetings.

Deadline responsibility

LegalSurf provides dates, reminders, tasks, and assignees to help track deadlines, while responsibility for entering and reviewing deadlines and meeting obligations remains with the user's team.

Price from

$64.35/mo