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PracticeEvolve

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What PracticeEvolve is

PracticeEvolve is cloud-based legal practice management software combining matter management, document management and legal accounts for law firms. Its case tools centralize information, tasks, events, emails, documents and contacts, with automated workflows and a daily digest. EvolvePlus also includes prospect management, conflict checks, AML and customer due diligence. Document creation, email organization, secure messaging and file sharing are supported through its related tools. AutoTime tracks activity in PracticeEvolve, Microsoft Word and Microsoft Outlook. Legal accounts cover time recording, billing, invoice approval, dynamic reports and interactive dashboards, while customizable dashboards show financial, operational, performance and compliance information. The product includes client intake, a client portal, document automation, time tracking, billing and payments, and trust accounting. Listed integrations include InfoTrack, FamilyProperty, eBrief Ready, Microsoft Word, Microsoft Outlook, Zoom and RingCentral; an open API supports custom integrations. It is available on web, Windows, iOS and Android, with offline mobile work. Pricing is on request, and a trial period is defined as 120 business days in Ireland terms.

Who it suits

It is aimed at law firms needing shared matter, document, accounting and client workflows. The maker says it is not suitable for firms with fewer than 25 employees.

What it does well

  • Matter and document management together
  • Legal accounts with billing workflows
  • Client portal and secure file sharing
  • Open API for custom integrations
  • Offline-capable mobile app

What to know first

  • Pricing is available only on request
  • Not suitable for firms under 25 employees
  • No free plan
  • Trial terms vary by jurisdiction

Verdict

PracticeEvolve covers legal casework, documents, accounting, reporting and client communication across desktop and mobile platforms. Firms should confirm organizational fit and trial terms before requesting a tailored price.

Facts from PracticeEvolve's own pages

Billing and payments
Yes · practiceevolve.com, 23 Sept 2026
Case management
Its case management tools centralize case information, tasks, events, emails, documents, and contacts, with automated workflows and a daily digest. · practiceevolve.com, 12 Oct 2026
Client and matter work
EvolvePlus includes prospect management, conflict checks, AML and customer due diligence, and centralised case information. · practiceevolve.com, 12 Oct 2026
Client portal
Yes · practiceevolve.com, 23 Sept 2026
Cloud access
PracticeEvolve describes its EvolvePlus solution as fully hosted and says legal accounts can be accessed through a desktop browser on any device. · practiceevolve.com, 12 Oct 2026
Company history
A PracticeEvolve FAQ says the company was founded in 2003. · practiceevolve.com, 12 Oct 2026
Custom integrations
PracticeEvolve says it offers an open API suite for firms to develop custom integrations and does not package pre-built integrations with similar practice management systems. · practiceevolve.com, 12 Oct 2026
Document automation
The document management page states that the software includes over 4,750 automated forms and precedents, and integrates with Microsoft Word and PDF automation. · practiceevolve.com, 12 Oct 2026
Documents and communication
EvolvePlus automates document creation, organises email and provides secure messaging and file sharing through its Communicate platform. · practiceevolve.com, 12 Oct 2026
Founded
2003 · practiceevolve.com, 28 Sept 2026
Free plan
No · practiceevolve.com, 23 Sept 2026
Headquarters
The site lists Practice Evolve UK Limited's registered office in London, England. · practiceevolve.com, 12 Oct 2026
Integrations
The maker lists integrations including InfoTrack, FamilyProperty, eBrief Ready, Microsoft Word, Microsoft Outlook, Zoom, and RingCentral. · practiceevolve.com, 12 Oct 2026
Legal accounts
Legal accounts features include time recording, billing, invoice approval, dynamic reports, and interactive dashboards. · practiceevolve.com, 12 Oct 2026
Mobile work
The case management page says its mobile app supports work from any location, including when offline. · practiceevolve.com, 12 Oct 2026
Pricing
The product pages invite firms to request a demo and do not display a price. · practiceevolve.com, 12 Oct 2026
Product
PracticeEvolve describes its software as a cloud-based legal practice management solution combining matter management, document management, and legal accounts for law firms. · practiceevolve.com, 12 Oct 2026
Purpose
PracticeEvolve provides cloud legal practice management software combining matter management, document management and legal accounts for law firms. · practiceevolve.com, 12 Oct 2026
Reporting
EvolvePlus offers customisable dashboards with real-time financial and operational information, plus performance and compliance reporting. · practiceevolve.com, 12 Oct 2026
Security
PracticeEvolve states that it is SOC 2 Type 2 accredited. · practiceevolve.com, 12 Oct 2026
Support
The maker says its team provides day-to-day support and links to a dedicated EvolvePlus support portal. · practiceevolve.com, 12 Oct 2026
Support and training
The company describes a Client Success Programme, EvolveCommunity and EvolveLearning to educate users and help them improve workflows. · practiceevolve.com, 12 Oct 2026
Target customer size
The maker's demo form says its software is not suitable for firms with under 25 employees. · practiceevolve.com, 12 Oct 2026
Time and billing
Its AutoTime feature tracks activities in PracticeEvolve, Microsoft Word and Microsoft Outlook; the software also supports flexible invoicing and billing approval flows. · practiceevolve.com, 12 Oct 2026

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