Checklist for choosing legal software: 12 questions to ask before you sign
What to evaluate in court notice capture, deadlines, security, support and total cost.
Switching systems takes effort. That's why the choice should be made carefully — not based on the prettiest demo. Use the questions below as a guide.
Legal routine
- Do court notices, publications and case updates arrive automatically? At what times?
- Is the deadline calculated in business days, including holidays? Does it have an owner and alerts?
- Is there a kanban or stage view of the caseload?
Productivity
- Is there AI to summarize court notices and generate filings from case data?
- Do document templates fill themselves in? Is there an integrated digital signature?
Clients and growth
- Is there a CRM with a funnel, proposals and agreements?
- Is WhatsApp integrated, with automatic responses and contacts recorded?
Finances
- Are fees, expenses and charges linked to cases?
Team and security
- Can you define what each user sees and does? Is there a change history?
- Is data isolated, encrypted and backed up? Does the vendor comply with data protection law?
Implementation and cost
- Is there spreadsheet import to bring data from your current system?
- Can I test it with my real cases before signing up?
Add up the total cost
Compare not just the monthly fee, but everything the system replaces: court notice capture tool, calendar, CRM, digital signature, AI tool, spreadsheets and hours of manual work.
How IntegraLegal answers this checklist
IntegraLegal answers "yes" to all 12 questions: automatic court notice capture, business-day deadlines, legal AI, templates and digital signature, CRM Hub with WhatsApp, integrated finances, permissions and audit trails, security with backups, spreadsheet import and a 7-day free trial with your own data.
Take the test and compare for yourself: start now or see the plans.
Read also
- How to switch legal software without losing data (or your patience)
- How to make the most of IntegraLegal’s 7-day free trial
- A 100% cloud-based law firm: security, mobility and lower costs
Notice: this content is for information only. It does not replace a lawyer's analysis of the specific case. Always check the legislation, case law and rules in force on the date of your consultation.
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Cases, deadlines, court notices and publications, legal CRM and AI in one place. See how IntegraLegal organizes your firm's routine.
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Articles written by the IntegraLegal team on legal practice, law firm management and technology applied to the legal profession.
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