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 is for
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 is good
- 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.
Compared on legal practice management software
- Free plan
- No
- Client intake
- Yes
- Client portal
- Yes
- Document automation
- Yes
- Time tracking
- Yes
- Billing and payments
- Yes
- Trust accounting
- Yes
- Mobile apps
- Yes
