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ProperFile

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What ProperFile is

ProperFile is cloud-based legal management software for law firms, combining case management, documents, billing, and firm operations in one web platform. Case records bring together details, deadlines, related documents, and status. Billing tools cover invoices, receipts, time and expenses, balances, and overdue invoices. Teams can store documents, use templates, and collect electronic signatures on templates or PDF files. A client portal provides access to case information and documents, while an external attorney dashboard supports outside counsel. ProperFile also offers client messaging, secure document exchange, intake forms, matter status updates, and online client payments. LawPay integration supports payments, and Google Calendar integration syncs events. Security features include 256-bit SSL encryption for transmitted data and role-based access for staff and external attorneys. The first-user All Features plan is $55 a month with annual billing; monthly billing is $65 a month. A seven-day trial requires no credit card, and trial users are not charged automatically.

Who it suits

ProperFile is intended for attorneys, paralegals, office administrators, and legal support staff at small, mid-size, and large firms. It suits firms needing case, billing, document, signature, and client access tools together.

What it does well

  • Centralized case details and deadlines
  • Invoicing, time, and expense tracking
  • Electronic signatures and document templates
  • Client portal and secure exchanges
  • Seven-day trial without credit card

What to know first

  • No free plan
  • Annual first-user price is $55 per month
  • Trial data is deleted after retention period
  • Web platform only

Plans

PlanBilled and limitsPrice
Additional Users — billed yearlyBilled monthly · Additional users on an existing account$35 a month
Additional Users — monthly billingBilled yearly · Additional users on an existing account$45 a month
All Features — first user, billed yearlyBilled monthly · cancel anytime; yearly billing cycle · Case management · time and expense tracking · accounting · document storage · calendar · e-signatures · client portal · customizable intake forms$55 a month
All Features — monthly billingBilled yearly · cancel anytime · All features included · price increases by $10 per user when paying monthly$65 a month

As properfile.com lists them, read 2 Oct 2026. The maker's own page has the final word.

Verdict

ProperFile brings core legal practice operations into one web service, including client-facing tools and payments. Its paid plans and firm-focused scope make it relevant to practices ready for a structured management system.

Facts from ProperFile's own pages

Billing
ProperFile includes invoicing, receipts, time and expense tracking, and tools to track balances and overdue invoices. · properfile.com, 2 Oct 2026
Case management
The platform organizes case details, deadlines, related documents, and case status in one place. · properfile.com, 2 Oct 2026
Client access
The client portal gives clients access to case information and documents, and the platform also includes an external attorney dashboard. · properfile.com, 2 Oct 2026
Documents and signatures
ProperFile supports document storage and organization, document templates, and electronic signatures for templates or PDF documents. · properfile.com, 2 Oct 2026
Headquarters
5800 S Eastern Ave, Suite 500, Commerce, CA 90040 · properfile.com, 28 Sept 2026
Integrations
ProperFile integrates with LawPay for payments and Google Calendar for event syncing. · properfile.com, 2 Oct 2026
Intended users
ProperFile says it is built for attorneys, paralegals, office administrators, and legal support staff at small, mid-size, and large firms. · properfile.com, 2 Oct 2026
Product
ProperFile is cloud-based legal management software that combines case management, document management, billing, and firm operations for law firms. · properfile.com, 2 Oct 2026
Security
ProperFile says it uses 256-bit SSL encryption for data transmitted over the internet and role-based access for staff and external attorneys. · properfile.com, 2 Oct 2026
Support
The site lists a phone number and email for contact: +1 (800) 303-4522 and [email protected]. · properfile.com, 2 Oct 2026
Trial
The pricing page offers a free trial with no credit card required and says users are not charged automatically when the trial ends. · properfile.com, 2 Oct 2026
Trial data
The pricing page says client data is retained for up to 60 days after a subscription lapses, then permanently deleted if the subscription is not renewed. · properfile.com, 2 Oct 2026
Trial length
The case management page describes a seven-day free trial with no credit card required. · properfile.com, 2 Oct 2026

Where ProperFile stands on Freedom251

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