The Legal Assistant is unclaimed —

The Legal Assistant

Total practice management, at your fingertips.·thelegalassistant.com

The Legal Assistant is legal case management software for law firms, available either hosted in the cloud or installed on-site at the firm's office. It offers multiple practice-area modules (e.g., Personal Injury, Real Estate, Generic Case) running on a shared database, with features for document generation, mail/email management, billing, calendars, and automated event management. It also automates trust account reconciliation and record-keeping for compliance purposes.

What it's for

case management for law firmsdocument/letter generation and mail mergeincoming/outgoing mail and email managementbilling and invoicing for casescalendar and deadline trackingautomated event and document generation (e.g., pre-trial notice letters)marketing campaigns/client communications (e.g., birthday emails)data conversion from other legal softwaretrust account (IOLTA) reconciliation and compliance

Features 20

Audio dictation
Automatic invoice and statement generation
Billing management with automatic charge/cost accumulation
Daily data backups
Data conversion from other legal software systems
Digital signature support
Document generation with hundreds of MS Word templates
Email monitoring and automatic case-file attachment
Event management with automated document assembly
Fax integration for sending documents
Firm and personal calendars with automatic case event entries
Incoming mail scanning and filing
Letterhead management
Mail merge for outgoing correspondence
Marketing campaign emails (e.g., automated birthday emails)
Predefined events per practice module
Real-time client ledger updates and audit trails
Task management with inter-office messaging
To-Do list with nightly email notifications
Trust account three-way reconciliation automation

At a glance

free trialself-hostable

TypeWeb app

DeploymentHybrid

PlatformsWeb

Forsolo attorneys, multi-lawyer firms, law firms

CompanyThe Legal Assistant, LLC · 2006

Integrations

Microsoft Word

Pricing

Pricing varies by version (Cloud vs On-Site) and is per user and per module: Cloud plans are $57/month (yearly) or $63/month (monthly); On-Site plans are $49/month (yearly) or $55/month (monthly).

Cloud Monthly$63/user/mo

Cloud-hosted version, quickest setup

Priced per user and per module; billed monthly

Cloud Yearly$57/user/mo

10% Annual Discount for paying 12 months up-front

Priced per user and per module; 10% annual discount

On-Site Monthly$55/user/mo

Installed on firm's own server

Priced per user and per module; billed monthly

On-Site Yearly$49/user/mo

10% discount for annual billing

Priced per user and per module; 10% discount

10% discount when paying for 12 months up-front