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 55.00 USD per month with annual billing; monthly billing is 65.00 USD per month. A seven-day trial requires no credit card, and trial users are not charged automatically.
Who it is for
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 is good
- 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
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.
ProperFile plans and pricing
All plansCompared on legal client portal software
- Free plan
- No
- Paid from
- $55/user/mo
- Client messaging
- Yes
- Secure document exchange
- Yes
- Electronic signatures
- Yes
- Online client payments
- Yes
- Client intake forms
- Yes
- Matter status updates
- Yes
