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Case Management

What Software Do Solicitors Use?

Modern solicitors don’t rely on a single tool. They use a combination of specialized legal software to manage cases, documents, billing, and daily operations efficiently.

The Core Software Solicitors Use

1. Case & Practice Management Software

This is the main system used by solicitors.

Popular platforms include:

  • Clio
  • LEAP
  • Actionstep
  • Lawsyst

 

These systems help manage:

  • Legal cases
  • Clients
  • Tasks
  • Billing

 

They act as the central hub of a legal practice.

2. Document Management Systems (DMS)

Solicitors deal with large volumes of documents.

Common tools include:

  • iManage
  • NetDocuments

 

These systems provide:

  • Secure document storage
  • Version control
  • Integration with Microsoft Word

 

Essential for firms handling complex legal work.

3. Legal Accounting & Billing Software

Solicitors must comply with strict financial regulations from the Solicitors Regulation Authority.

SRA Accounts Rules

They use:

  • Built-in billing tools (LEAP, Clio)
  • Accounting platforms like Xero

 

This ensures compliance and accurate financial tracking.

4. Document Automation Tools

To reduce repetitive drafting, solicitors use:

  • HotDocs
  • Built-in automation in Clio or LEAP

 

These tools generate contracts and legal documents automatically.

5. Communication & Productivity Tools

Almost every solicitor relies on:

  • Microsoft 365 (Word, Outlook, Excel)
  • Email platforms
  • Calendars and scheduling tools

 

These integrate directly with legal systems.

What a Typical Solicitor Stack Looks Like

A modern solicitor might use:

  • Case management → Clio / LEAP
  • Documents → iManage
  • Billing → Xero or built-in tools
  • Drafting → HotDocs
  • Email → Microsoft Outlook

 

Everything works together to support daily operations.

The Industry Shift

Solicitors are moving from:

  • Multiple disconnected tools
  • Manual processes

 

To:

  • Cloud-based platforms
  •  Integrated systems

The New Approach

Instead of using 4–5 separate tools, firms are adopting all-in-one platforms.

Solutions like Company Automator’s Legal Pro combine:

  • Case management
  • Client tracking
  • Billing
  • Documents

 

All in one place.

Final Thoughts

So, what software do solicitors use?

A mix of:

  • Case management systems
  • Document management tools
  • Billing software
  • Productivity tools