Freedom251 › Legal Practice Management Software
LegalSurf
by LegalSurf
What LegalSurf is
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 a 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 suits
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 it does well
- 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 a month
- Teams remain responsible for entering and reviewing deadlines
Plans
| Plan | Billed and limits | Price |
|---|---|---|
| Pro | billed monthly · 5 to 10 users · Up to 2,000 matters · 1 TB storage | $99 a month |
| Plan Pro | $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 | $64.35 a month |
As legal.surf lists them, read 22 Sept 2026. The maker's own page has the final word.
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.
Facts from LegalSurf's own pages
- Access permissions
- Roles, groups, and customizable permissions can restrict access to sections or individual matters and control viewing, creation, editing, deletion, or administration. · legal.surf, 11 Oct 2026
- AI integration
- Its Claude connection can query matters, review tasks, generate reports, and create or update records using natural-language instructions. · legal.surf, 11 Oct 2026
- Calendar sync
- Google Calendar synchronization is user-initiated, bidirectional, limited to selected calendars, and can be disconnected at any time. · legal.surf, 11 Oct 2026
- Centralized work
- The platform brings matters, documents, tasks, clients, fees, expenses, and tracked hours together. · legal.surf, 11 Oct 2026
- Claude plan limit
- The site says the Claude connection is available from the Team plan. · legal.surf, 11 Oct 2026
- Client intake
- Yes · legal.surf, 22 Sept 2026
- Client portal
- Yes · legal.surf, 22 Sept 2026
- 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. · legal.surf, 11 Oct 2026
- Free plan
- Yes · legal.surf, 22 Sept 2026
- Free service
- LegalSurf's terms describe both free FREEMIUM services and paid PREMIUM services. · legal.surf, 11 Oct 2026
- Headquarters
- United States, 16192 Coastal Highway, Delaware · legal.surf, 19 Oct 2026
- 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. · legal.surf, 11 Oct 2026
- 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. · legal.surf, 11 Oct 2026
- Integrations
- LegalSurf says users can connect Google Calendar and link documents from Google Drive, Dropbox, and OneDrive to matters. · legal.surf, 11 Oct 2026
- Matter records
- Each matter can include documents, activity, comments, tasks, assignees, clients, fees, and expenses, with customizable fields and statuses. · legal.surf, 11 Oct 2026
- Mobile
- The site says its iPhone and Android apps let users consult and update matters, review tasks, and receive notifications. · legal.surf, 11 Oct 2026
- Mobile apps
- Yes · legal.surf, 22 Sept 2026
- Product
- LegalSurf describes itself as collaborative legal management software with AI for law firms and legal teams. · legal.surf, 11 Oct 2026
- 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. · legal.surf, 11 Oct 2026
- Workflows
- The displayed Pro plan includes centralized matter management, automated forms, workflows, and operational reports. · legal.surf, 11 Oct 2026
Where LegalSurf stands on Freedom251
- Legal Practice Management Software#14 of 140