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ABA Legal Technology Buyers Guide

Make the smart investment. Find legal technology products and services in the only buyers guide authorized by the American Bar Association.

Selected Products (70) 

  • Analytics
    NetDocuments

    Get document insights to shape business outcomes by eliminating inefficiencies, removing bottlenecks, or improving usage and adoption rates.

    NetDocuments
  • NetKnowledge
    NetDocuments

    Save time and boost productivity by making it easy for users to find the information they need across different locations.

    NetDocuments
  • SetBuilder
    NetDocuments

    Quickly organize documents into sets or binders and securely distribute compiled content to everyone who needs it.

    NetDocuments
  • CollabSpaces
    NetDocuments

    Share and collaborate intuitively, securely, and in a way that brings you and your clients closer together.

    NetDocuments
  • Tasks
    NetDocuments

    Manage and collaborate on various projects and workflows smoothly and efficiently.

    NetDocuments
  • Chatlink for Microsoft Teams
    NetDocuments

    Seamlessly connect NetDocuments to your favorite Microsoft collaboration tools—without compromising governance or security.

    NetDocuments
  • SmartView
    NetDocuments

    Save time and boost productivity by sharing comments in context and tapping into AI-powered document insights.

    NetDocuments
  • ndThread
    NetDocuments

    Get a secure, real-time chat tool to eliminate inbox clutter and reduce the need for email filing.

    NetDocuments
  • Customer Managed Encryption Keys
    NetDocuments

    Get the advanced encryption capabilities you need to fulfill compliance obligations and client mandates to protect sensitive information.

    NetDocuments
  • FlexStore and FlexStore Pro
    NetDocuments

    Take control over the physical location of documents by facilitating geo-aware content storage through a single, convenient user interface.

    NetDocuments
  • Workspace Security Manager
    NetDocuments

    Create security policies that enable access controls, ethical walls and need-to-know security for specific workspaces.

    NetDocuments
  • Data Loss Prevention
    NetDocuments

    Keep sensitive information, documents, and data safe from improper and unauthorized use.

    NetDocuments
  • ndSync
    NetDocuments

    Make remote employees more productive with safe, efficient two-way file synchronization between NetDocuments and local computers.

    NetDocuments
  • Microsoft Power Automate Connector
    NetDocuments

    Automate time-consuming and manual processes by adding workflows and robotic process automation to NetDocuments.

    NetDocuments
  • Optical Character Recognition (OCR)
    NetDocuments

    Digitize and index content to make all of your document searches faster, smarter and more efficient.

    NetDocuments
  • ndMail
    NetDocuments

    Use predictive technology to accurately file any email into your NetDocuments system with a single click.

    NetDocuments
  • NetDocuments
    NetDocuments

    Use the leading cloud-based document management platform for legal professionals to create, edit, store, locate, and collaborate.

    NetDocuments
  • Advanced Reporting
    Filevine

    Take the guesswork out of managing your firm. Get regular reports and let the data drive your decisions.

    Advanced Reporting
  • Billing & Time-Keeping
    Filevine

    Take control of your time and your firm’s financial future with automated time-tracking and invoice generation.

    Billing & Time-Keeping
  • Intake & Lead Tracking
    Filevine

    Manage leads more effectively and refine your marketing mix with our advanced Legal Intake Software.

    Intake & Lead Tracking
  • Document Management
    Filevine

    Don’t waste time creating and looking for documents. Generate, edit, and store all documents in the appropriate case file.

    Document Management
  • Case & Matter Management
    Filevine

    Manage each step of your cases, matters, investigations, and projects with all-encompassing cloud-based software.

    Case & Matter Management
  • SmartAdvocate Case Management System
    SmartAdvocate

    SmartAdvocate is a fully integrated state-of-the-art case management system designed for personal injury and mass tort litigation practice. 

    Make your practice run more efficiently and profitably.

    SmartAdvocate Case Management System
  • Efficient Task Management
    Zola Suite

    Save time, encourage accountability and reduce error with Zola Suite’s Task Management system. Create Task Templates and subtasks, receive alerts when deadlines are blown, set up email and SMS reminders and convert tasks to time entries.

    Efficient Task Management
  • Legal Calendaring
    Zola Suite

    Keep everyone in your firm on the same page while tracking important deadlines and appointments so you never miss a beat. Create color-coded, customizable categories, initiate 2-way sync with your Zola calendar and Gmail, Outlook or Office 365 and set up rules-based calendaring.

    Legal Calendaring
  • Community
    WealthCounsel®

    WealthCounsel members enjoy being part of a robust community of fellow attorneys from around the country. Online, WealthCounsel members have private message boards for sharing documents, recommendations, and questions with members and WealthCounsel staff. In person, WealthCounsel hosts several events around the country each year, including state forum meetings and an annual Symposium conference. No matter your preference, WealthCounsel offers a way to help you connect with your colleagues.

    Community
  • Learning
    WealthCounsel®

    More than just CLE credits—WealthCounsel provides thoughtful, in-depth updates on the latest industry changes as well as the basic information you need to get started in the field. Learn the latest drafting techniques, how to navigate tricky family dynamics, and feel confident that you understand the relevant tax laws. Learn what you need to know, how and when you want to learn it: WealthCounsel Learning offers education in several formats including live and on-demand webinars, in-person programs, and blogs.

    Learning
  • Document Drafting
    WealthCounsel®

    Draft anytime, anywhere with Wealth Docx® online and Business Docx® online. WealthCounsel’s premier drafting software helps you draft efficiently, effectively, and confidently every time. Integration with client management solutions like Clio® makes the process even easier for you and your staff to be consistent and streamline office workflow. Features like custom clauses, document sharing, and thorough client interviews (to name a few) will change the way you draft documents and change the way you practice.

    Document Drafting
  • Robust Billing, Accounting and Time Tracking
    Zola Suite

    Bill more and have real-time intelligence into your firm’s financials with Zola Suite’s built-in business and trust accounting system. Capture and bill for time over 11 different ways, create customized invoices, download bank account activity from over 5,000 bank and credit card institutions and get paid quickly with Zola Payments, powered by LawPay. 

    Robust Billing, Accounting and Time Trac...
  • Best-in-Class Matter Management
    Zola Suite

    Manage and track every aspect of every legal matter in a single platform. Customize matter views and access the audit log to get a 360-degree view of everything happening in your firm.

    Best-in-Class Matter Management
  • Dynamic CRM
    Zola Suite

    Capture, track and cultivate leads so your firm can retain more clients and become more efficient with Zola CRM.

    Dynamic CRM
  • Organized Contact Management
    Zola Suite

    Organize contacts in an intelligent manner to easily filter and search through them and look up contacts related to clients and matters. Add contact headshots, create unlimited contact fields and copy contact information with one click to the clipboard.

    Organized Contact Management
  • Easy-to-Use Notes Organizer
    Zola Suite

    Create professional looking notes accessible by all team members to keep everyone involved up to speed. Organize notes within matters in folders and sub-folders and perform rich formatting capabilities, such as highlighting, changing font type and adding images. 

    Easy-to-Use Notes Organizer
  • Dedicated iOS & Android Mobile Apps
    Zola Suite

    Take your practice on the road and access matters from any location, at any time with native iOS and Android apps. Keep track of time on the go, scan business cards and documents and activate fingerprint recognition. 

    Dedicated iOS & Android Mobile Apps
  • Secure Client Portal
    Zola Suite

    Securely share sensitive information via Caseway™, Zola Suite’s accessible, integrated client portal to ensure privileged information does not get intercepted. Stay top of mind with Zola Signature™ iOS and Android apps that are branded with your firm’s logo. Give clients around-the-clock access to their case files from any device with internet access through Zola Signature™ web portal.

    Secure Client Portal
  • Powerful Document Management & Document Automation
    Zola Suite

    Unlimited storage and document management to ensure all of your firm’s files are easily accessible by members of your team. Generate documents and correspondence with ease using information you have already entered in Zola Suite to save time and keep your practice running smoothly and efficiently.

    Powerful Document Management & Document...
  • Intelligent Email & Email Encryption
    Zola Suite

    Keep all case-related emails organized and avoid sending emails to the wrong recipients. Send encrypted emails, receive court-admissible proof of delivery and obtain e-signatures on legal documents through Zola Suite’s exclusive integration with RPost.

    Intelligent Email & Email Encryption
  • Advanced Reporting
    Zola Suite

    Access comprehensive reports and key metrics with the click of a button. Download, export and print reports detailing timekeeper productivity, chart of accounts, P&L and three-way trust reconciliation. 

    Advanced Reporting
  • Uptime JurisPage™
    Uptime Legal Systems

    JurisPage, Uptime's Internet marketing division, is a full-service marketing agency exclusively for law firms.  JurisPage builds beautiful, modern, mobile-friendly websites for law firms that make great impressions and generate new business.  JurisPage helps law firms grow their practice with SEO, Internet Advertising and Emai Marketing services.

    Uptime JurisPage™
  • iTrial™ Trial Presentation for the iPad
    ExhibitView Solutions, LLC

    iTrial™ is our stealthy and pwerful Trial Presentation software for iPad. This app scores highest on user satisfaction. Organize your exhibits in the app or use our PC software to set up your case and export for iTrial™. These features, including exclusive features are just the beginning:

    • Collapsible Library -exclusive feature
    • Use FULL SCREEN for display of exhibits -exclusive feature
    • Add exhibits from nearly every web storage service
    • Mark exhibits “Admitted” to stay organized
    • Archive your cases and restore archived cases
    • Cost: $99.99 from the Apple App Store.

    iTrial™ Trial Presentation for the iPa...
  • ExhibitView™
    ExhibitView Solutions, LLC

    ExhibitView™ Trial Presentation software. The most intuitive trial presentation software on the market. Organize and display every type of demonstrative evidence.

    A bit more:

    • Smart keyboard shortcuts let you move through exhibits and use tools quickly, CTRL+G (got to page), CTRL+H (highlight tool), and more.
    • Annotations can be moved. Create a yellow highlight and it’s not centered? Just click and move into place. True for all markups.
    • ALL High Definition video formats supported. Including High Definition Synchronized Video Depositions.
    • Cost: $549.00 per year, per user

    ExhibitView™
  • TranscriptPro™
    ExhibitView Solutions, LLC

    TranscriptPro™ Case transcript manager. Create a case (manage all your cases) add ascii, PDF and Video Synch transcripts. TranscriptPro™ also supports High Definition Video!

    A bit more:

    • Synchronize and edit your own video depositions.
    • Organize and edit individual clips or a complete, edited deposition for courtroom playback. Make changes easily.
    • Print deposition summaries or editing designations.
    • Cost: $249.00 per year, per user

    TranscriptPro™
  • PDF+™
    ExhibitView Solutions, LLC

    PDF+ can replace Acrobat in your office. Save money. PDF+ can apply exhibit stickers, bates numbers, bar codes, batch renaming folders full of documents and also works on both PDF exhibits and Image exhibits.

    A bit more:

    • The only Legal software offering batch processing of file names.
    • Search and Redact for presentation. New export redacted for a more permanent redaction (safe for production)
    • Every task includes the option to apply stickers, numbers, etc., and export to a new folder keeping your originals clean.
    • Cost: $89.00 per year, per user

    PDF+™
  • Client Messenger
    CloudLex, Inc.

    With Client Messenger you can efficiently communicate with your clients and contacts from the convenience of CloudLex, instead of your personal cell. Send and receive texts in our centralized and secure platform for quick access to vital case info during your conversations and easy retrieval after.

    Client Messenger
  • Matter Manager
    CloudLex, Inc.

    This core application, included in all plans, is the hub of CloudLex®. It promotes collaboration through matter-specific communication tools, and is a one-stop shop for organizational needs like calendaring, document management, and the tracking of medical expenses. Through dashboard tools and targeted reports, it also allows higher-ups to effectively manage the progress of cases so that they can properly allocate resources to areas of need and stay ahead of potential problems.

     

    Matter Manager
  • Microsoft Office Online®
    CloudLex, Inc.

    CloudLex® has partnered with Microsoft to bring you comprehensive integration with MS Office Online-meaning you can make changes to your Word, PowerPoint, and Excel documents, without ever having to leave CloudLex®. Any updates are reflected immediately, across all platforms and devices, so members of your team always have the most up-to-date versions of files. All you need is internet access and you can create, upload, and edit from anywhere, right alongside your colleagues, resulting in less time coordinating and more time collaborating.

    Microsoft Office Online®
  • Word Connector
    CloudLex, Inc.

    Whether you’re on a plane or in a courthouse lobby, you’re not always going to have access to that coveted Wi-Fi signal-that’s where CloudLex’s Word Connector comes in. Once downloaded, Word Connector shows up as a tab in Word, enabling you to work offline just as if you were in the CloudLex® platform. Users can access files, make changes, create new documents, and save everything directly to CloudLex®, sparing your firm from hours of re-drafting, re-editing, and re-uploading.

    Word Connector
  • App Integrator
    CloudLex, Inc.

    No longer do you have to switch back and forth between your most used legal apps, or suffer through multiple uploads on different platforms, because CloudLex® painlessly integrates with leading apps like iCal, Google Calendar, Google Drive, MS Exchange, Dropbox, and more. With the click of a button, you can automatically sync updates in CloudLex® with your other favorite legal apps, allowing for maximum collaboration and an even bigger time-savings for your firm.

     App Integrator
  • Referral Engine
    CloudLex, Inc.

    CloudLex’s Referral Engine is a collaborative network where you can both refer out matters and take on matters in conjunction with a growing community of plaintiff attorneys. Referrals are easy to setup and even easier to manage. Partner firms can communicate and share case information with each other securely-and without ever having to leave the app. And CloudLex® tracks all changes to your referrals automatically, so you’ll always be up to date on the latest developments as they happen.

    Referral Engine
  • Referral Exchange
    CloudLex, Inc.

    Referrals are an important part of any successful law firm’s business strategy, improving both your practice’s bottom-line and your standing in the legal community; but until now, the referral process was more luck and who you know than anything else. Enter CloudLex’s Referral Exchange, an attorney connector for the digital age. Free to join and open to all, the Referral Exchange helps personal injury attorneys to effortlessly market themselves and grow a national footprint without ever having to leave the couch

    Referral Exchange
  • Client Communicator
    CloudLex, Inc.

    CloudLex's Client Communicator is a communication portal that allows attorneys and clients to share vital information with each other in a variety of ways. Both parties can upload important events, briefs, notes, and more into the application-and then view that information at their discretion, in a simple and secure venue.

    Client Communicator
  • Digital Archiver
    CloudLex, Inc.

    With CloudLex®, you can digitally archive your closed matters with ease. CloudLex’s Digital Archiver eliminates the need for physical storage, while allowing you to store even more in the cloud. All information relevant to your closed cases, even digital correspondence (emails, notes, conversations), is housed on our secure and HIPAA compliant server hosted by Microsoft and can be accessed (or added to) at any time.

    Digital Archiver
  • Intake Manager
    CloudLex, Inc.

    Clients are the lifeblood of any successful PI firm—but without a proper intake process in place, leads can be hard to track and easy to lose. CloudLex’s Intake Manager fixes that—it provides you with an effective process to attain and manage prospective clients so you can boost your firm’s revenue and your client’s satisfaction. And because Intake Manager is part of CloudLex’s robust legal cloud platform, the transition from potential lead to current client is seamless.

    Intake Manager
  • Omni Legal
    Omni Legal

    OMNI Legal is a next generation legal business platform, built from the ground up on artificial intelligence technology.  The barriers to legal AI adoption have been shattered through Omni Legal’s intuitive workflow, embedded decision making, and machine smart integration of day to day functions. Legal teams can now seamlessly harness AI content from research, discovery, contract, drafting, and many other predictive tools

    Omni Legal
  • Uptime LegalWorks™
    Uptime Legal Systems

    LegalWorks is cloud-based, matter-centric Document and Email Management software for law firms.  LegalWorks will help you keep your matter documents, email notes and other data organized, relevant and searchable.  LegalWorks includes features including index and search, Outlook/Email integration, Automatic OCR, Document Versioning and more.

    Uptime LegalWorks™
  • Uptime Practice™
    Uptime Legal Systems

    Uptime Practice is a private cloud built exclusively for law firms.  Uptime Practice will eliminate the need for on-premise servers and enable law firms to work anytime, anywhere.  The server will host your law firm's legal software, documents and data, email and more in a secure private cloud.  Uptime Practice also includes unlimtied IT support for your entire firm.
     

    Uptime Practice™
  • Newsletter Marketing for Attorneys
    Zola Creative

    Every day you come into contact with potential referral sources. How do you ensure that they remember you? Insight in Motion is a comprehensive legal newsletter and blog content publication and distribution system which fosters long-term connections with clients and colleagues to guarantee you’re kept in mind when business opportunities arise.

    Newsletter Marketing for Attorneys
  • Effective Attorney Websites and Marketing to Generate Clients
    Zola Creative

    Each year, millions of individuals and businesses turn to the web to find and qualify law firms. It’s imperative that your law practice have a commanding web presence that resonates with visitors and propels them to action. Zola Creative has over 10 years of experience developing compelling websites for law firms and helping them generate massive visibility. The Zola team has specialized knowledge and tools which will help you develop a website to achieve your personalized goals, whether you want to attract new clients or build a reputation among colleagues within your area of practice.

    Effective Attorney Websites and Marketin...
  • TimeSolv Legal Billing and Time Tracking Software
    TimeSolv Corporation

    Features for the Legal Industry

    Our features are designed to integrate the work of your entire firm, from office managers and paralegals to senior partners. That’s why TimeSolv is law firm software, and not simply for individual attorneys or managers.

    • LEDES Billing 
    • Trust accounting
    • Manage conflict checks
    • Flexible billing
    • Schedule recurring expenses
    • Enter time quickly, seconds after logging in
    • Mobile app for iPhone and Android
    • Document management and automation
    • Integration with NetDocuments and Dropbox
    • Offline TimeSync - can track time even if you're not connected to internet
    • 30-day FREE TRIAL that includes one-on-one training with our billing experts

    TimeSolv Legal Billing and Time Tracking...
  • Firm Central Time & Billing
    Firm Central

    EASILY TRACK TIME AND EXPENSES

    Firm Central Time & Billing is a cloud-based legal billing software designed for small law firms. It is the affordable, efficient way to record all of your work time and expenses, promptly issue invoices, and provide a secure online portal for legal clients.

    Firm Central Time & Billing
  • Firm Central
    Firm Central

    INTEGRATED, SECURE, MOBILE LEGAL PRACTICE MANAGEMENT.
    Firm Central is the only cloud-based legal practice management software for solo and small law firms that fully integrates with legal research and other essential business tools.

    Firm Central
  • Group Health Insurance
    Paychex

    As one of the top insurance firms in America*, Paychex Insurance Agency has the plan types and carrier connections to make it easy to offer and manage a group health plan for your employees.

    Speak with knowledgeable Health and Benefits representatives to help you identify group health plans that meet the unique needs of your business, with coverage options including:

    Medical
    Dental
    Vision
    Life
    Short-term disability
    Long-term disability

    Group Health Insurance
  • Paychex HR Services
    Paychex

    Paychex Human Resources offers scalable, easy-to-use human resource solutions and personal access to a dedicated HR professional, available on call or on site.

    Paychex HR Services
  • 401(k) Retirement Plans and Administration Services
    Paychex

    Paychex offers flexible 401(k) plan design, recordkeeping, and plan management services. Use our deep retirement services knowledge and expertise to help you select and manage the right retirement plan for your business.

    401(k) Retirement Plans and Administrati...
  • Paychex Flex
    Paychex

    Cutting-Edge Payroll Technology + Service the Way You Want It

    Paychex Flex is all about choice.  Whether you prefer to report payroll information over the phone or email, or process payroll yourself using our easy-to-use cloud platform, our intuitive technology and flexible service options will free you to focus on what you do best — running your business. 

    Paychex Flex
  • LegalConference.com
    LegalConference.com

    LegalConference provides a secure client file management platform vault that merges videoconferencing with document storage, editing, collaboration and retrieval. The vault platform enables all members of the legal community (attorneys, judges, clients, experts, court reporters, and others) to confer and review documents in a totally secure environment. Legalconference operates through all major browsers and does not require any software downloads.

     

    Additional features include:

    *webinar
    *off site backup
    *vaulted offline storage, guaranteed in the United States.

    Click here to get started today!

    LegalConference.com
  • Virtru Basic
    Virtru Email Encryption

    Virtru Basic is a free end-to-end email encryption service for service for individuals and businesses. 

    Virtru Basic
  • Virtru Pro
    Virtru Email Encryption

    Virtru Pro is a commercial product that adds additional control features on top of Virtru Basic. With Virtru Pro, users can revoke emails, see and control forwarding, and set expiration dates. Virtru Pro also allows compliance with regulations like HIPAA, FERPA, CJIS, and GLBA.   

    Virtru Pro
  • Deadline Assistant
    Firm Central

    COURT DATE AND EVENT CALCULATOR MAKES MANAGING DEADLINES EASY.
    Does manually calculating deadlines from multiple sources have you worried you might miss one? Deadline Assistant on Firm Central calculates your matter deadlines based on applicable federal, state, and local court rules – then adds the information directly to your Firm Central calendar and Microsoft® Outlook® calendar view.

    Deadline Assistant
  • ClientPay
    ClientPay

    ClientPay allows law firms to:

    • Get paid 3x faster
    • Reduce write-offs
    • Separate funds into trust and operating accounts
    • Offer click-to-pay options to clients
    • Set up recurring billing

    ClientPay

Sponsors

  • MyCase

Narrow Your Search

Inclusion in the ABA Legal Technology Buyer’s Guide does not constitute or imply an endorsement or recommendation of the product, process, or service by the American Bar Association, the ABA Legal Technology Resource Center, or the ABA Law Practice Division. Listings are maintained by the vendors and do not necessarily reflect the views of the ABA. Many listings in this Buyer’s Guide are sponsored/paid placements.