Simplify Law Firm Operations
Solutions designed to manage law firm operations, cases, time tracking and comprehensive client relationship management. Firms can use our full library of business solutions to manage everything from HR to Marketing.
![Legal matters are easily managed in SmartSuite Legal matters are easily managed in SmartSuite](https://cdn.prod.website-files.com/60db0944651d4b59a704ef93/6166c52d85a41038e4fb2b76_%20legal.avif)
![SmartSuite optimizes the management of your legal practice SmartSuite optimizes the management of your legal practice](https://cdn.prod.website-files.com/60db0944651d4b59a704ef93/61d84d12f765af0a19778728_legal.avif)
Common Use Cases
Explore the range of use cases that we can cover for you. Click on them to see the solution templates that we have ready.
![Comprehensive practice management Comprehensive practice management](https://cdn.prod.website-files.com/60db0944651d4b59a704ef93/63ff16d433c99a2faeaee4a1_Legal%20Apps.avif)
Comprehensive
Practice Management
Manage the operation of your firm in a single unified platform. From client onboarding through matters management and time tracking, you have all the tools you need to keep your casework moving forward, clients informed and important timelines met. Centralize document management, collaborate with your legal team and follow up on every detail. See case status at a glance with flexible dashboards and reports.
![Use SmartSuite's leading project management features to track every case from start to finish Use SmartSuite's leading project management features to track every case from start to finish](https://cdn.prod.website-files.com/60db0944651d4b59a704ef93/62593c34dd81f4390cd8b5cf_All-Inclusive%20Case%20Management.avif)
All-Inclusive
Case Management
Use SmartSuite's leading project management features to track every case from start to finish. Onboard new clients, manage documents and discovery, track timelines and more.
![Integrate leading Customer Relationship Management (CRM) practices into your law firm operations Integrate leading Customer Relationship Management (CRM) practices into your law firm operations](https://cdn.prod.website-files.com/60db0944651d4b59a704ef93/62593c020261c3b594d6b2c5_Unparalleled%20Client%20Relationship%20Management.avif)
![Centralized matter management Centralized matter management](https://cdn.prod.website-files.com/60db0944651d4b59a704ef93/62593bf61b7b0ab6bc951010_Centralized%20Matter%20Management.avif)
![SmartSuite's Task Management and Time Tracking features integrate into law firm operations SmartSuite's Task Management and Time Tracking features integrate into law firm operations](https://cdn.prod.website-files.com/60db0944651d4b59a704ef93/62593be8228088ba2b6bf443_Integrated%20Task%20%26%20Time%20Tracking.avif)
Integrated Task &
Time Tracking
SmartSuite's Task Management and Time Tracking features integrate into law firm operations. Track time by client engagement, then create, assign and prioritize tasks of any size for staff to manage in a single view with My Work.
How SmartSuite Works For Your Teams
Marketing powered by our Work Management Platform puts unprecedented capability at your fingertips. Start easy, then enjoy 200+ features built to help you work the way you want.
![Create rules to automatically trigger actions Create rules to automatically trigger actions](https://cdn.prod.website-files.com/60db0944651d4b59a704ef93/6528249ee732b971e5f6a5f7_62aae334d9b5248515a11137_Workflow%2520Automations.avif)
Workflow Automations
Get your billable done work with SmartSuite Automations using an intuitive, rules-based automation builder. Set triggers to kick-off actions. For example, "When Case Status changes to Ready for Review, notify Partner." Automations make the most of your time by streamlining routine tasks and eliminating redundancies.
Solution Tab Link Text![Records are better than folders Records are better than folders](https://cdn.prod.website-files.com/60db0944651d4b59a704ef93/65282480b164fea224fb78aa_62aae33cbe9db59d6fd87c7c_File%2520Management.avif)
File Management
Store and organize documents securely in the cloud, reducing clutter and saving time - leave the era of lugging case files around in the past. Files are stored in case records and managed in the broader context of the work at hand.
Solution Tab Link Text![Track Vendor Performance Metrics Track Vendor Performance Metrics](https://cdn.prod.website-files.com/60db0944651d4b59a704ef93/6528246fc08900ebb032f40f_6102ae3074cd7646c23dadd1_5fd89b06edc8c836f1496915_ss-account-admin.png)
Collaboration
SmartSuite is designed from the ground-up to prevent shifting between the system where conversations about work are happening to the system and where the actual work is being done. Conversations and casework all happen here.
Solution Tab Link Text![Grid view shows user edits in real time Grid view shows user edits in real time](https://cdn.prod.website-files.com/60db0944651d4b59a704ef93/65282490520509db4f262f79_62aae34997624e734d6424ec_Real-Time%2520Updates.avif)
Real-Time Updates
Instantly see when important updates have been made to case records, documents, comments, tasks and more. You'll see when colleagues are editing records in a live grid view that instantly shows you their updates.
Solution Tab Link Text![Create executive dashboards summarizing data in key metrics, charts and timeline Create executive dashboards summarizing data in key metrics, charts and timeline](https://cdn.prod.website-files.com/60db0944651d4b59a704ef93/6528247c32072789f9e0a7bb_62aae354d019fe25b7e6ae02_Dashboards.avif)
Dashboards
Roll up all of your important information in one place to make better decisions and ensure casework keeps flowing. Use dashboard widgets to display reports, roll-up key metrics, embed documents, publish announcements and more.
Solution Tab Link Text![Seamlessly integrate with external file services Seamlessly integrate with external file services](https://cdn.prod.website-files.com/60db0944651d4b59a704ef93/652824898d1aa7c9178424c8_62aae35ed9b5241422a111e8_Integrations.avif)
Integrations
Connect your teams’ existing tools to get more work done by centralizing data. Integrate with existing time tracking tools or accounting software while streamlining your workflows.
Solution Tab Link Text![Choose the perfect report view for your data Choose the perfect report view for your data](https://cdn.prod.website-files.com/60db0944651d4b59a704ef93/6528249912d4b57a290c9eb7_62588a0121bbde35d880f6b7_1%2520-%2520All%2520Views%2520(1).avif)
View Types
SmartSuite makes it easy to visualize your data across multiple views. View casework in a classic spreadsheet-style Grid View. Instantly shift to Calendar or Timeline Views to see case records and tasks by date. Manage new client opportunities or casework in Kanban view.
Solution Tab Link Text![My Work consolidates you tasks into a single list My Work consolidates you tasks into a single list](https://cdn.prod.website-files.com/60db0944651d4b59a704ef93/6528248dc715885d0f2597e1_62aae36f1c15f9fd208a45df_My%2520Work.avif)
My Work
In a world of competing cases, tasks and priorities - combined with limited resources - My Work provides you and your staff a single place to view assigned work across all cases. Assigned Records, Sub-Tasks, Comments and Checklist items
Solution Tab Link TextLegal
![Track accounts, clients, and build client relationships Track accounts, clients, and build client relationships](https://cdn.prod.website-files.com/60db0944651d4b59a704ef93/6140ab026885b94395893fc5_Legal%20CRM.avif)
Legal CRM
This is our Sales CRM Lite solution adapted for law. Track accounts, clients, and build client relationships.
![Track projects, time, budget and more with foundational account management capabilities Track projects, time, budget and more with foundational account management capabilities](https://cdn.prod.website-files.com/60db0944651d4b59a704ef93/6140aae66b4f9cd99a620da9_Legal%20Client%20Management.avif)
Legal Client Management
Track projects, time, budget and more with foundational account management capabilities. Built for solo attorneys, law offices and legal firms of any size.
![Manage legal cases with SmartSuite Manage legal cases with SmartSuite](https://cdn.prod.website-files.com/60db0944651d4b59a704ef93/6140745521e8e0694f7b7622_2%20-%20Legal%20Case%20Tracking.avif)
Legal Case Tracking
This solution focuses specifically on tracking hours and billing for legal cases using SmartSuite’s time tracking capability.
![Manage any type of legal issue with built-in security controls Manage any type of legal issue with built-in security controls](https://cdn.prod.website-files.com/60db0944651d4b59a704ef93/61c1cd7933ab0796d572cb16_Corporate%20Legal%20Ops.avif)
Corporate Legal Ops
Manage any type of legal issue with built-in security controls. Geared for corporate legal matters, including both in-house and out-of-house counsel.
![Quickly capture potential client information and manage initial consultations, referrals and next steps in the client relationship Quickly capture potential client information and manage initial consultations, referrals and next steps in the client relationship](https://cdn.prod.website-files.com/60db0944651d4b59a704ef93/6140aa92b83fd54e78af2471_Client%20Intake.avif)
Client Intake
Quickly capture potential client information and manage initial consultations, referrals and next steps in the client relationship.
![Track key company initiatives related to ethical and responsible governance, from carbon credits to equity in hiring Track key company initiatives related to ethical and responsible governance, from carbon credits to equity in hiring](https://cdn.prod.website-files.com/60db0944651d4b59a704ef93/61409abb117a5a47d86a98b4_Corporate%20Social%20Responsibility.avif)
Corporate Social Responsibility
Track key company initiatives related to ethical and responsible governance, from carbon credits to equity in hiring.