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 (21) 

  • Document Management

    Take the hassle out of documents. No more time lost recreating documents. Start with one of more than 100 common templates that autofill pertinent case information. And with CPHub, navigation and editing is easy via a familiar file folder structure.

    Document Management
  • CP Hub

    Since most law offices use a folder tree system to organize Case Documents, we built a tool that allows your firm's users to get the same experience with all the advantages of the cloud. CP Hub makes navigation, saving, and accessing CasePacer documents easy via a familiar and consistent file folder structure.

    CP Hub
  • CP Direct

    Take your firm mobile with CP Direct — a white label app tailored for plaintiff law firms with secure client communication and push notifications.

    Branded with your logo and firm name, allowing 24/7 client intake using intelligent forms with criteria-based question sets for each plaintiff.

    CP Direct
  • 1,000 Checks per day - Business Subscription

    This plan allows 30,000 checks a month per user. This plan includes a dedicated account manager, phone support, demos and training. It also includes advanced features. 1 user minimum required and paid annually.

    1,000 Checks per day - Business Subscrip...
  • 333 Checks per day - Business Subscription

    This plan allows 10,000 checks a month per user. This plan includes a dedicated account manager, phone support, demos and training. It also includes advanced features. 2 users minimum required and paid annually.

    333 Checks per day - Business Subscripti...
  • 130 Checks per day - Business Subscription

    This plan allows 4,000 checks a month per user. This plan includes a dedicated account manager, phone support, demos and training. It also includes advanced features. 3 users minimum required and paid annually.

    130 Checks per day - Business Subscripti...
  • Intelligent Workflows

    Gain confidence that each case is getting the attention it deserves. By simply following the tasks, your team will be doing the majority of the case’s work with ease.

    CasePacer comes with more than 20 specialized component workflows, more than one hundred tasks and prompt-based personalization so you can get started working in it immediately after install.

    Intelligent Workflows
  • CP Link

    Tap into the power of your favorite file editing programs. CP Link will run in the background to sync your changes back to the cloud every time you hit save without any extra steps. No need to download documents, edit, and re-upload.

    CP Link
  • Case Details

    Get important case details on one screen. Quickly and easily get up to speed with a summary of what occurred, a general description of injuries and more.

    Case Details
  • Case Expense Tracking

    Know where the money is at all times. A quick look at Case Expenses will show you where your costs are and which expenses have been paid or unpaid. Choose from and record common expenses such as billable hours, copying, court, investigator, medical provider, police reports and more.

    Case Expense Tracking
  • Case Intake

    Easy case intake gets your team to the right work at the right time. No matter what type of case you are working, relevant fields are dynamically available. Simply select your case type from the drop down and fill in the case details. You’ll get information specific to your case type throughout the case.

    Case Intake
  • MONESQ Plus

    Everything in MONESQ, plus matter management tools, including Time & Expense Tracking, Trust Accounting, and enhanced Quickbooks Online integration.

    MONESQ Plus

    MONESQ is Ideal for Solos & Small Firms that need a simple and low cost solution to send invoices, accept online payments, manage accounts receivable, manage eSignatures and integrate with Quickbooks Online.

  • Worldox Cloud

    Worldox Cloud has a powerful feature set and a remarkably easy-to-use interface. It offers those same tools available in Worldox Professional in a cloud deployment. We provide quick and seamless document access for firms that choose to manage information in a remote, centralized data center.

  • Worldox Enterprise

    Redesigned architecture optimized for multi-site environments.
    Enterprise is not a limited-feature, web-based tool. It’s the familiar, easy-to use Worldox. All the features that make Worldox such a popular, cost-effective document management solution are here.

  • Worldox Professional

    The new Active Profiling® capability takes document and email management to the next level. The redesigned user interface and functionality enables your staff to save and retrieve content more efficiently than ever.

    The new one-click save option automatically profiles content for users. In addition, filing emails has never been easier since Worldox actively monitors incoming and outgoing emails, assigns client matter information and adds folders in Outlook that correlate to your Worldox Favorite Matters.

  • AdvoLogix Matter Management
    AdvoLogix, LLC


    The AdvoLogix approach to law practice and legal matter management is to enable your organization to differentiate itself by tailoring a software solution unique to your proven business processes. Our philosophy is to provide a robust matter-centric platform accompanied by a key suite of core functionality.


    Given the appropriate licensing and security considerations, AdvoLogix can integrate with a wide range of existing software applications. AdvoLogix has access to thousands of applications designed to work seamlessly within the Salesforce.com platform. At the time of this writing there were over 2,300 applications, 44% of which are free. Can’t find what you’re looking for on the Salesforce.com AppExchange? Our robust Force.com API allows your team to further enhance AdvoLogix in your own unique way.

    AdvoLogix, LLC
  • Colligo Briefcase

    Colligo Briefcase provides an iOS mobile application that enables businesses to access and manage operations on SharePoint via mobile devices. It allows staff members to collaborate on tasks, ensure secure content distribution, and generate analytics, whilst managing central policy requirements.

    Colligo Briefcase is available on iPad and iPhone and lets team members view into multiple repositories, such as SharePoint, Microsoft 365, and OneDrive for business from within a centralized location.

  • Colligo Content Manager for Microsoft 365

    Colligo Content Manager for Microsoft 365 is a content management platform that enables businesses to utilize SharePoint and optimize productivity and knowledge management processes.

    It allows staff members to search, view, and share SharePoint files from within Microsoft Outlook. Colligo Content Manager for Microsoft 365 boosts overall productivity by helping workers quickly browse and find the files they need.

    It enables users to collaborate on tasks by sharing links to the latest version of a file among team members. With the knowledge management module, employees can handle content capture operations and utilize metadata. 

  • Colligo Office Connect for Microsoft 365

    Save & classify files to SharePoint right from Microsoft 365, even on mobile

    Colligo Office Connect for Microsoft 365 is a document management platform that helps businesses intuitively access SharePoint from within Microsoft 365.

    It enables staff members to handle operations on SharePoint while utilizing Microsoft applications, such as Word, Excel and PowerPoint. It enables team members to find content, collaborate on files, extract metadata, and more on a centralized platform.

    • Use sorting and filtering tools to quickly search SharePoint and find and open the files you need, without leaving the Office app you’re working in.
    • Navigate recent and favorite locations with ease. SharePoint views associated with your content are shown right in the Office apps when searching for or saving files. You can even create new a document set from the same interface.
    • Automatically extract metadata, with full support for customized fields based...

  • Colligo Email Manager for Microsoft 365

    Capture & auto-classify emails right from Outlook 365 to SharePoint & Teams.

    The SharePoint add-on lets you capture and auto-classify emails and attachments right from Outlook to SharePoint and Teams. The product automatically extracts metadata, enables seamless collaboration and content sharing, and ensures your users can quickly find information they're looking for.

    Benefits for end-users:
    * Easily file emails and attachments to SharePoint on-the-go with a familiar experience across devices.
    * Automatically extract metadata properties of emails and attachments or manually capture custom fields.
    * Search SharePoint content within Office 365’s native interface, without the need to switch apps.
    * Email SharePoint content as links for easy collaboration and file-sharing with their teams.

    Benefits for the law firms and legal departments:
    * Drive consumption and user-adoption of SharePoint as your system for records and knowledge ma...



  • MyCase

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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.