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User review of The Legal Assistant

The return on investment is amazing, I don’t know how any firm cannot use this program.

- by David Mcnash

USER SATISFACTION

RECOMMENDATION
7 out of 7
Definitely
COST EFFICENCY
7out of 7
Superb
OVERALL IMPRESSION
5out of 5
amazing
EASE OF USE
5out of 5
amazing
CUSTOMER SUPPORT
5out of 5
amazing

PROS & CONS

What are the best aspects of this product?

I always have immediate access to all the information I'll ever need. I never have to go looking for a telephone number or searching through cases ever again. The little i icons that let me bring up all related information are fantastic.

What aspects are problematic or could work better?

I would like to see the program export data to quickbooks so I can sync my firms accounts, but the internal billing system is very powerful anyway so it's not a big issue. After speaking with the team, they said this is in the works.

What features/services would you like to see in future versions of this product?

As above, just a tighter integration with quickbooks so I can keep my accounts in sync.

What specific problems in your company were solved by this product?

We've tried them all, clio, mycase, leap etc etc and none of these systems let us get on with our work without major change to our workflow. It's clear from day one The Legal Assistant was designed by lawyers as it just fits in perfectly with how our firm works, but streamlines our processes making everything that much easier.

Are you a current user of this product?

Yes

USER DETAILS

What is your role with this product?

  • I manage other people who use it

How long have you been using this product?

Less than 1 year

COMPANY DETAILS

What is your company size?

1-10 Employees

What is your industry?

Law Practice

USAGE & IMPLEMENTATION

How did your company implement this product?

in the cloud

How long did it take to set up this product?

less than 1 day

How many people in your company actively use this product?

all employees

What is the primary use of this product in your company?

mostly B2C

EFFECT ON BUSINESS GOALS:

How did using this product affect your business goals?

  • It improved task coordination among our support staff and attorneys.
  • It linked all notes, contacts, tasks, and calendar additions to particular cases and matters.
  • It minimized paper shuffle with efficient and fast searches of digitized files using document management tools.
  • It took care of the business aspects of our law practice enabling us to focus on providing high-quality legal services to our clients.
  • It allowed us to customize the software to fit the specific needs of our law practice.

PRICING & COSTS

What is your total annual cost for using this product?

5400

How long is your contract with the vendor?

1 year

Did you get any discount for this product? How much?

I don't remember, but significant due to annual payment and some other discount

FEATURE DETAILS

Finances

Accounting
3
ok
Time tracking (for billing)
3
ok

Administration

Case management
5
amazing
Document management
5
amazing
Document assembly
5
amazing
Contact management
5
amazing
Docket management
5
amazing
Client management
5
amazing
Matter management
5
amazing

For Decision Making

Reporting
4
very good
Dashboards
4
very good
Analytics
5
amazing

Productivity Tools

Calendaring
4
very good
Mobile apps
4
very good
Search and find
5
amazing