Legal Files

3.0
(5)

Legal Files matter management software has undergone thorough hands-on testing to produce peerless real-world matter management and workflow management applications.

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Legal Files review by Industry Analyst / Tech Writer in Legal Services
Industry Analyst / Tech Writer in Legal Services
Validated Reviewer
Review Source

"Legal Files: A Management Tool for Legal Professionals"

What do you like best?

The Microsoft integration is a key feature that I like best about Legal Files. It has a simple interface in Word that allows seamless integration.

What do you dislike?

There is nothing yet that I personally dislike about Legal Files from my experience thus far, however they could benefit from consolidating some of their products into one so it is a more all-in-one experience.

Recommendations to others considering the product

I would recommend Legal Files to others who want Microsoft integration and a full line of products for a very wide range of professionals. The list of customers using Legal Files is impressive, ranging from top engineering schools to Health and Medical providers. They seem to cover a range of necessities.

What business problems are you solving with the product? What benefits have you realized?

I have realized Legal Files to be a proper matter management system. The fact that it is also utilized by universities is a benefit.

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Legal Files review by Lisa S.
Lisa S.
Validated Reviewer
Verified Current User
Review Source

"Fairly intuitive online legal software that (thankfully) made our paper files obsolete"

What do you like best?

The ease of organizing documents, phone calls, and notes in Legal Files makes this an excellent case management program. It's also highly customizable so you can add different document types and case statuses unique to your organization. Being able to drag and drop documents into using a convenient desktop app is also nice. As a supervisor, it's easy to keep tabs on what the attorneys and advocates I supervise are doing by going into their files to see their most recent case updates through the chronologically organized "communications and activities" function.

What do you dislike?

It's not Mac compatible so I have to drag my work laptop home when it would be nice to connect to the remote server and use my home computer for quick projects. When saving emails and their attachments, you can't "sort" the document by type the way you can if you add it directly through the drag-and-drop icon so you have to go back and sort it into the type of document (or wind up with every attachment being sorted into "unclassified" document type).

Recommendations to others considering the product

Admittedly, I have no idea how much Legal Files costs since that is the purview of IT and our executive management; however, as a case handler and supervisor it makes managing my cases and supervising the case work of others incredibly easy. Even employees who or aren't particularly tech savvy have been able to pick it up after not too long. It could be more intuitive but it's certainly not hard to use so long as you have a minimum computer literacy.

What business problems are you solving with the product? What benefits have you realized?

When I first joined my nonprofit, we were using paper files. With the switch to a team management with remote supervision, Legal Files has both enabled us to get rid of tons of paper and switch to searchable online files, it also enables remote supervision.

What Legal Case Management solution do you use?

Thanks for letting us know!
Legal Files review by User in Political Organization
User in Political Organization
Validated Reviewer
Review Source

"Outdated System"

What do you like best?

Legal Files effectively maintains all client information and once you've gotten the hang of it, is relatively easy to use.

What do you dislike?

Getting the hang of it can take a while. Legal files is frustratingly non-user friendly and can take a lot of time to figure out. Simply adding a note to a client's file requires you to open five separate windows. Also, the search feature only works for last names, not for any other criteria.

Recommendations to others considering the product

Take a day to figure out the ins and outs, as it the system is not intuitive.

What business problems are you solving with the product? What benefits have you realized?

Legal Files can organize your files and makes them easy to find. I'm not sure if there are other benefits that couldn't come with another, easier to use file system.

Legal Files review by User in Law Practice
User in Law Practice
Validated Reviewer
Verified Current User
Review Source

"Positive Review for Legal Files"

What do you like best?

Easy to organize and keep track of individual files. Loads of options for storing information. Great file management and document storage system. I love

What do you dislike?

Almost too many different ways to store information - and if there is a focus on data tracking can be very time consuming. Billing can be unreliable - for instance ,if you are simultaneously using the billing from LF and our separate billing software, the softwares will update at different times and can cause issues.

Recommendations to others considering the product

I would definitely recommend legal files. For my purposes the view detail function is a great way to be able to look back over the life of the case and see in a snapshot all activity that has been taken on the case. Saving and being able to have later access to emails also very useful. Advice - to really reap the benefits of legal files you have to put a decent amount of time into properly storing and categorizing all your documents etc.

What business problems are you solving with the product? What benefits have you realized?

One problem is with the to do's- I personally don't find them very useful and would like there to be a way to make them more useful and more like an actual to do list. Business problems being solved is a central way to store, search and input all relevant case information.

Legal Files review by User in Legal Services
User in Legal Services
Validated Reviewer
Review Source

"Average Program"

What do you like best?

It's a simple interface, so it's easy that way. Straightforward program.

What do you dislike?

It seemed very limited in what you were able to do. Couldn't attach files to the entries made. Reports that could be run were confusing to me.

Recommendations to others considering the product

Take a look at your specific needs. The office switched to a different program because Legal Files didn't meet our needs anymore.

What business problems are you solving with the product? What benefits have you realized?

It provides a running narrative of what is going on in the file, which is very helpful in establishing what needs to happen next.

Kate from G2 Crowd

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