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Practice and Firm Management

What Is Legal Practice Management Software?

The system that runs a law firm day to day: clients and matters, calendar and deadlines, time tracking, billing, trust accounting and a client portal.

Legal Tech GlossaryBy The Circle Desk

Why It Matters

For small and mid-size firms, practice management is usually the core system everything else connects to. Choosing one is a multi-year decision, so integrations, data export and trust accounting deserve as much attention as features.

Practice / Matter Management Companies

See every Practice / Matter Management company

Related Terms

Matter management
Tracking each legal matter, its people, documents, deadlines, budget and status, in a law firm or legal department.
Trust accounting (IOLTA)
Holding and tracking client money separately from the firm's own funds, as bar rules require. IOLTA accounts are pooled interest-bearing trust accounts used for this in the US.
Time tracking
Recording the time lawyers and staff spend on each matter, usually in six-minute increments, for billing and analysis.
Client portal
A secure online space where clients can share documents, message their lawyer, see matter status and pay invoices.

General information, not legal advice. Part of the Legal Tech Glossary, 173 terms in plain English.