Untitled (1200 × 800 px) (1200 × 1200 px) (1200 × 800 px) (1)

Choosing Legal Software

Selecting and customising a practice management system is one of the most critical choices your firm will make. When implemented effectively, it can deliver the greatest return on investment your practice will ever experience.

Book Meeting With Advisor

Modern Web-Based Practice Management Systems

In today’s legal technology landscape, everything begins with the practice management system. While there are many auxiliary tools—ranging from document automation and e-billing platforms to CRM and knowledge management solutions—the practice management system serves as the foundation. It acts as the central hub where client, matter, document, and billing workflows converge, ensuring firms have a single source of truth for their operations.

Actionstep

www.actionstep.com

Actionstep provides firms with flexible tools to run, automate, and grow their law firm. Their cloud-based legal practice management software is a powerful and flexible platform for modern law firms.
Clio

www.clio.com

Clio is a cloud-based legal practice management solution suitable for small to large law firms. The platform enables law firms and other businesses in the legal industry to track important deadlines, manage client cases and documents, bill clients, and accept payments.
Unity

https://dyedurham.com.au/solution/unity-practice-management/

Built on Salesforce Nebulaw's full-featured legal practice management system, it provides firms with the flexibility to integrate with Salesforce and harness the power of the world’s leading CRM platform.
Smokeball

https://www.smokeball.com.au

Smokeball is a legal practice management software designed for small to mid-sized law firms. It combines case management, automated document generation, time tracking, and billing in one platform. With features like automatic activity capture, integrations with Microsoft Word and Outlook, and detailed reporting, Smokeball helps firms improve productivity, stay organised, and maximise profitability while ensuring compliance.

Essential Auxiliary Tools

We are experts in implementing and integrating auxiliary legal tools that enhance the capabilities of your practice management system. Whether it’s connecting communication platforms, enabling advanced document comparison, or streamlining the production of court bundles, we ensure each solution works seamlessly with your existing workflows. Our focus is on making technology work for you—so your team gains efficiency, accuracy, and time to focus on legal outcomes.

Hubspot

www.hubspot.com

An end-to-end marketing, sales, and CRM platform that helps law firms manage client relationships, automate marketing campaigns, and track leads through the entire client journey. With powerful analytics and workflow automation, HubSpot streamlines business development and ensures firms can engage prospects and clients effectively from first contact to ongoing relationship management.
Smarter Drafter

www.smarterdrafter.com

A high-end precedent automation platform that streamlines client intake and document drafting. By using smart questionnaires, it captures client information up front and then automatically generates tailored legal documents from your firm’s precedents. This ensures faster turnaround times, consistent outputs, and reduced errors—freeing lawyers to focus on higher-value work.
VXT

VXT.ai

A legal-focused VoIP phone system that automatically records calls, transcribes conversations, and saves them directly into file notes. By integrating with practice management systems, VXT ensures that every client interaction is accurately logged, searchable, and linked to the right matter—helping firms capture more billable time and reduce administrative overhead.
Bundle Docs

https://www.bundledocs.com

A cloud-based document bundling solution built for legal teams. Bundledocs automates collation, indexing, pagination, and bookmarking, turning a set of files into a professional, fully searchable bundle in minutes. It integrates with leading document management and practice management systems, supports late inserts without disrupting page numbering, and enables secure sharing and e-bundle delivery—streamlining preparation for court, mediation, and client matters.

Why choosing legal software is difficult?

Legal software is rarely 100% suitable for a firm out of the box. Legal software needs to be customised to be suitable at launch and to provide the foundation for future development.

Why the software provider is the last place to look for advice?

Software providers have a simple goal - to sell you their product. Asking for their advice is analogous to asking a shark for the best swimming spots. The only staff you will generally speak to know a nominal amount about their product and even less about the competition.

Types of Legal Software

PMS - Practice Management System.

PMS for the core of the firm's software and is often a critical decision for a firm.

Common systems - Clio, Mattero, Actionstep, Nebulaw, Infinity Law, Affinity Law, Practice Evolve, 3E, Adderant, among many others

DMS - Document Management System.

Most PMS systems include a DMS, but for larger firms with complex document management, versioning, collation and security requirements, a Dedicated DMS system will need to be considered. Common system - Netdocs, iManage.

Edescovery - Dedicated software for processing huge data sets for discord during cases.

Common products are - Relativity, Ringtail, Logikal.

Auxiliary systems.

Too numerous to mention, but many auxiliary systems exist to support a firm core technology stack.

e.g. Automatic Time Capture, AI , Voip, Document Bundling etc

How we can help?

New Law is a law firm and system-agnostic provider. We do the system and processes due diligence.

Our initial process involves understanding your requirements, assisting with software selection, and negotiating with the provider.

We put together an end-to-end project reflecting your current and future requirements. We consider your current strengths preferred timelines, and migration requirements. Critically, we can train and onboard staff on the new systems and processes.

Choosing Legal Software

Modern Web-Based Practice Management Systems

Actionstep

Clio

Unity

Smokeball

Essential Auxiliary Tools

Hubspot

Smarter Drafter

VXT

Bundle Docs

System agnostic unbiased advice

We can help point the way.