SimpleLegal
Product Plans
Which plan is right for you? Compare features or schedule a demo to walk through SimpleLegal with a product specialist.
SimpleSpend Product Plan
Solution Feature
Definitions
Starter
Signature
e-Billing & Spend
Multi-currency and tax
Support for more than 1 currency and tax jurisdiction
Material:
Max:
Multi-format invoices (PDF, LEDES, digital)
Ability to ingest multiple invoice formats
Material:
Max:
Financial allocations
Support and enforce financial allocations
Material:
Max:
Smart invoice rules (AI)
AI-powered invoice review (SimpleReview)
Material:
Max:
Billing guidelines enforcement
Invoice validation rules (standard + configurable)
Material:
Max:
Purchase orders
Ability to ingest purchase orders
Material:
Max:
Invoice approval rules
Set and enforce who can approve invoices based on conditions
Material:
Max:
Alternative fee arrangements
Enforce legal fee arrangements for billing outside a traditional hourly rate.
Material:
Max:
Accruals management
Automated collection and processing of financial accruals
Material:
Max:
Budgets
Ability to create internal budgets
Material:
Max:
Budget requests
Ability to collaborate on external budgets
Material:
Max:
Matters
Matter templates
Create custom templates for different matter types
Material:
3 Max:
Unlimited Custom fields
Support for custom fields (or attributes)
Material:
20 Max:
Unlimited Matter relationships
Create system relationships for multiple related matters (parent/child/sibling)
Material:
Max:
Matter groups (Practice Areas)
Group matters by type
Material:
Max:
Document Storage
Ability to upload and store files to matters
Material:
500GB max Max:
3TB max Matter tracking
Ability to track matters through its lifecycle within the system
Material:
Max:
Matter activity log
An audit log of all matter-related activity within the system
Material:
Max:
Confidential matters
Ability to keep confidential matter information secret or private
Material:
Max:
Reporting and Analytics
Standard reports (real-time)
Access to out-of-the-box, real-time report library
Material:
Max:
Ad-hoc reports
Ability to create ad-hoc reports
Material:
Max:
Enhanced reports (snapshot)
Access to enhanced reporting capabilities (create new reports, tailor existing reports, access to more data and analysis capabilities)
Material:
Max:
Vendors
Vendor Setup
Initial vendor setup in system and onboarding
Material:
Max:
CounselGO (vendor collaboration portal)
Ability for law firms to access and use vendor portal (submit invoices, budgets, TK management, matter collaboration, etc.)
Material:
Max:
Timekeeper validation
Automated validation of law firm timekeeper rates on submitted invoices
Material:
Max:
Timekeeper management
Submit and approve law firm timekeeper rates at the vendor level
Material:
Max:
Diversity tracking and reporting
Track diversity at law firms
Material:
Max:
Vendor groups
Group vendors together within system (i.e. select satellite offices combined w/ HQ for budgeting/reporting purposes)
Material:
Max:
Vendor surveys
Ability to survey in-house team for feedback on law firm performance
Material:
Max:
External collaboration with a vendor on files
Collaborate externally with a law firm on non-matter files
Material:
5 files Max:
Unlimited Copy shared files
Ability to copy non-matter files that have been shared by vendors
Material:
Only on Max plan Max:
Only on Max plan Download shared files
Ability to download non-matter files that have been shared by vendors
Material:
Available on both Material and Max Max:
Available on both Material and Max Account Overview and Setup
Bulk actions
Execute changes and updates across multiple records in the system
Material:
Max:
Address book
Store and find contact information of billing and matter stakeholders
Material:
Max:
User management
Create and manage SimpleLegal users (role, notifications, login, etc.)
Material:
Max:
User teams
Manage user teams and their permissions
Material:
10 Max:
Unlimited Conditional custom attributes
Associate 2 or more custom fields together so they are dependent on each other
Material:
Max:
Permissions
Manage permissions for individual user access
Material:
Basic: Role-based
Max:
Advanced: Matter-level
Support
Access to customer success team
Access to CS team
Material:
Max:
Live webinar and on-demand training
Access to user trainings
Material:
Max:
Online knowledge base
Access to online help center
Material:
Max:
Law firm / vendor support
Technical support for law firms, free of charge
Material:
Max:
Email support
Email support for customers
Material:
Max:
In-app guidance
Guidance for new functionality and features within the SimpleLegal application
Material:
Max:
Live chat
Live chat support for customers
Material:
Max:
Annual success planning
Dedicated time with Success to review goals and plan how to get there
Material:
Max:
Add-Ons
Custom reports
Reports built specifically for an individual customer
Material:
Add-on Max:
Add-on SimpleLegal API
Access to SimpleLegal's REST API
Material:
Add-on - 10K transactions per month per API token Max:
Add-on - 10K transactions per month per API token Third party integrations
Integrations with other applications like AP, ERP, time tracking, IP management, etc.
Material:
Add-on Max:
Add-on Sandbox environments
Test environment for customers to test changes prior to them going live in production
Material:
Add-on Max:
Add-on Single sign on (SSO)
Apply SSO for easy login and greater security
Material:
Add-on Max:
Add-on Single tenant environment (dedicated environment)
Host SimpleLegal on a distinct software instance running on infrastructure that is not shared with other customers
Material:
Max:
Add-on Historical data migration (service only; one-time charge)
Migrate historical data from prior e-billing solution into SimpleLegal
Material:
Add-on Max:
Add-on SimpleMatters Product Plan
Solution Feature
Definitions
Material
Max
Available now
Coming in the future
Platform
Matter Groups (Practice Areas)
Group matters by type
Material:
Max:
Matter Relationships
Create system relationships for multiple related matters (parent/child/sibling)
Material:
Max:
Matter Tracking
Ability to track matters through its lifecycle within the system
Material:
Max:
Matter Reviews
Set up matters to go through an approval process before being published
Material:
Max:
Matter Templates
Create custom templates for different matter types
Material:
3 Max:
Unlimited Matter Custom Fields
Support for custom fields (or attributes)
Material:
20 Max:
Unlimited Confidential Matters
Ability to keep confidential matter information secret or private
Material:
Max:
Matter List Report
Comprehensive list of all matters, filtered by status
Material:
Max:
Matter Inventory Report
Overview of open, closed and pending matter counts, and averages by matter lead / lead attorney or matter group / practice area
Material:
Max:
Matter Status Report
Report that gives insight into the status of matters
Material:
Max:
Matter Leads Workload Report
Report showing matters by matter lead to better understand workloads
Material:
Max:
Document Management
Setup Categories
Create document categories
Material:
Max:
Setup Labels
Create document labels
Material:
10 Max:
Unlimited Create Folder Hierarchy
Create folder hierarchy for better organization
Material:
Max:
Upload Files
Ability to upload and attach files
Material:
Max:
Duplicate File Upload Check
Check files for duplicates when uploading
Material:
Max:
Download Files
Ability to download files
Material:
Max:
Download Folders (multiple files)
Ability to download folders (and multiple files)
Material:
Max:
Move Files
Ability to move files to different locations
Material:
Max:
Malware Scanning & Management
Scan uploaded files for malware
Material:
Max:
Document Version Control & History
Version control for documents and access to version history
Material:
Max:
Full Text Search
Ability to search entire document (titles and body)
Material:
Max:
OCR Capability
Support for Optical Character Recognition (OCR) in search
Material:
Max:
In-app File Preview
Preview files without leaving SimpleLegal
Material:
Max:
256-bit AES and SSL/TLS encryption
Top-tier data security
Material:
Max:
Box Integration
Integration with Box
Material:
Max:
iManage Integration
Integration with iManage
Material:
Max:
Storage
Storage limits for documents
Material:
500GB Max:
3TB Create Default Folder Structure
Ability to create a default folder structure
Material:
Max:
Document Management Status Report
Report to better understand how document management is being used
Material:
Max:
Document Workbench
Search and manage documents across matters and vendors
Material:
Max:
Legal Services Requests
Request Legal Assistance
Legal service requests
Material:
Max:
Custom Legal Request Forms
Create custom legal service request forms
Material:
Max:
Track Legal Request Status
Track the status of legal service requests
Material:
Max:
Legal Request Workflow
Establish and manage a matter intake process
Material:
Max:
Email Notifications
Seamlessly convert legal service requests into trackable matters
Material:
Max:
Convert Legal Request to Matter
Seamlessly convert legal service requests into trackable matters
Material:
Max:
Legal Request Report
Report to better understand how legal requests are being used
Material:
Max:
Task Management
Create Tasks
Create matter-related tasks
Material:
Max:
Create Subtasks
Create matter-related subtasks
Material:
3 per parent task Max:
Unlimited Create Tasks from Template
Create tasks from custom templates
Material:
Max:
Task Attachments
Attach files to tasks
Material:
3 per task Max:
Unlimited Task Comments
Add comments to tasks
Material:
Max:
Private Tasks
Make tasks private
Material:
Max:
Task Types
Track different task types
Material:
Standard Max:
Custom Task Priorities
Track different task priorities
Material:
Standard Max:
Custom Task Status
Track task statuses
Material:
Standard Max:
Custom Generate Task Templates (manual setup)
Set up task templates manually
Material:
Max:
Generate Task Templates (using AI)
Set up task template using artificial intelligence
Material:
Max:
Bulk Edit Tasks
Execute changes and updates across multiple tasks in the system
Material:
Max:
Task List Export
Export a list of all tasks
Material:
Max:
Task Notifications
Notifications for tasks
Material:
Max:
Task Assignment (Multiple)
Assign tasks
Material:
Max:
Task History
Track a task's history
Material:
Max:
Task Followers
Add followers to tasks
Material:
Max:
Task List View
A list view of tasks
Material:
Max:
My Tasks View
A view of tasks assigned to you
Material:
Max:
My Requests View
A view of tasks created by you
Material:
Max:
Task Following View
A view of tasks you're following
Material:
Max:
Task Quick View (Home Page)
Task module on home page
Material:
Max:
Task Calendar View
View tasks in a calendar view
Material:
Max:
External Calendar Integration (MS, Google, Apple)
Integrate tasks with an external calendar
Material:
Max:
Task Kanban View (Board)
View tasks in a kanban view
Material:
Max:
Task Workbench View
View tasks across all matters in a single view
Material:
Max:
Task Utilization Report
Report that provides insight into task utilization, assignment, prioritization, and categorization.
Material:
Max:
Task Health Report
Report on tasks based on their status (ahead of schedule, on time, or delayed) that helps identify workload based on task assignments
Material:
Max:
Task Productivity by User Report
Report on task status by user
Material:
Max:
Task Progress by User Report
Report on task status by user
Material:
Max:
Task Optimization Report
Report on task types, organized by their strategic value and complexity, to better understand matter resource allocation
Material:
Max:
Event Management
Setup Event Types
Setup and track different event types
Material:
Standard Max:
Custom Create & Manage Events
Create and manage events
Material:
Max:
Setup Recurring Event
Create and manage recurring events
Material:
Max:
Custom Event Reminders
Create custom event reminders
Material:
Max:
Private Events
Make events private
Material:
Max:
Setup Court Rules
Subscribe to and select the relevant jurisdictions from a 3rd party vendor and integrate it with SimpleLegal
Material:
Max:
Add Court Rules
Automatically find related court events for a specified jurisdiction and add those dates to your calendar
Material:
Max:
Event Reminder Notifications
Notifications that remind about events
Material:
Max:
Bulk Edit Events
Execute changes and updates across multiple event records in the system
Material:
Max:
Export Events
Export events for offline analysis
Material:
Max:
Events List View
A list view of all events
Material:
Max:
My Events View
A view of all your events
Material:
Max:
Events Calendar View
View events in a calendar view
Material:
Max:
Events Calendar (Individual)
View all your events in a calendar view
Material:
Max:
Events Calendar (Team)
View all events for the team in a calendar view
Material:
Max:
Statute of Limitations Calendar
Access to a calendar that shows statute of limitation dates for your matters
Material:
Max:
External Calendar Integration (MS, Google, Apple)
Integrate events with an external calendar
Material:
Max:
Video Call Integration (Zoom, Teams)
Integrate video calls to events
Material:
Max:
Event Summary Report
High-level report summarizing events
Material:
Max:
Reporting and Analytics
Standard reports (real-time)
Access to out-of-the-box, real-time report library
Material:
Max:
Ad-hoc reports
Ability to create ad-hoc reports
Material:
Max:
Enhanced reports (snapshot)
Access to enhanced reporting capabilities (create new reports, tailor existing reports, access to more data and analysis capabilities)
Material:
Max:
Vendors
Vendor setup
Initial vendor setup in system and onboarding
Material:
Max:
CounselGO (vendor collaboration portal)
Ability for law firms to access and use vendor portal (matter collaboration)
Material:
Max:
Vendor groups
Group vendors together within system (i.e. select satellite offices combined w/ HQ for budgeting/reporting purposes)
Material:
Max:
Vendor surveys
Ability to survey in-house team for feedback on law firm performance
Material:
Max:
Matter Collaboration Management
Internal collaboration with legal and business teams on matter status
Collaborate internally with the legal team on matter status
Material:
Max:
Internal collaboration with legal and business teams on matter status with @ mentions
Tag and add internal people using @ mentions
Material:
Max:
External collaboration with a vendor using @ mentions
Tag and add vendor contacts using @ mentions
Material:
Max:
External collaboration with a vendor on matter status
Collaborate externally with a law firm on a matter's status
Material:
50 messages Max:
Unlimited External collaboration with a vendor on matter files
Collaborate externally with a law firm on matter files
Material:
5 files Max:
Unlimited External collaboration with a vendor on matter attributes
Collaborate externally with a law firm on matter attributes such as dates etc.
Material:
3 custom fields Max:
Unlimited External collaboration with a vendor on matter events
Collaborate externally with a law firm on matter events
Material:
Max:
External collaboration with a vendor on matter tasks
Collaborate externally with a law firm on matter tasks
Material:
Max:
Custom messaging for individual vendors
Create and use custom messages for individual vendors and law firms
Material:
Max:
Account Overview and Setup
Bulk actions
Execute changes and updates across multiple records in the system
Material:
Max:
Address book
Store and find contact information of billing and matter stakeholders
Material:
Max:
User management
Create and manage SimpleLegal users (role, notifications, login, etc.)
Material:
Max:
User teams
Manage user teams and their permissions
Material:
10 Max:
Unlimited Conditional custom attributes
Associate 2 or more custom fields together so they are dependent on each other
Material:
Max:
Permissions
Manage permissions for individual user access
Material:
Basic: Role-level
Max:
Advanced: Matter-level
Support
Access to customer success team
Access to CS team
Material:
Max:
Live webinar and on-demand training
Access to user trainings
Material:
Max:
Online knowledge base
Access to online help center
Material:
Max:
Law firm / vendor support
Technical support for law firms, free of charge
Material:
Max:
Email support
Email support for customers
Material:
Max:
In-app guidance
Guidance for new functionality and features within the SimpleLegal application
Material:
Max:
Live chat
Live chat support for customers
Material:
Max:
Annual success planning
Dedicated time with Success to review goals and plan how to get there
Material:
Max:
Add-Ons
Custom reports
Reports built specifically for an individual customer
Material:
Add-on Max:
Add-on SimpleLegal API
Access to SimpleLegal's REST API
Material:
Add-on - 10K transactions per month per API token Max:
Add-on - 10K transactions per month per API token Third party integrations
Integrations with other applications like AP, ERP, time tracking, IP management, etc.
Material:
Add-on Max:
Add-on Sandbox environments
Test environment for customers to test changes prior to them going live in production
Material:
Add-on Max:
Add-on Single sign on (SSO)
Apply SSO for easy login and greater security
Material:
Add-on Max:
Add-on Single tenant environment
(dedicated environment)
Host SimpleLegal on a distinct software instance running on infrastructure that is not shared with other customers
Material:
Max:
Add-on Historical data migration
(service only; one-time charge)
Migrate historical data from prior e-billing solution into SimpleLegal
Material:
Add-on Max:
Add-on Outlook Integration
Integration with Outlook
Material:
Max:
Add-on SimpleLegal is more than just
legal operations software
All customers receive world class support, training, and strategic partnership. Your dedicated SimpleLegal team will work with you to understand your goals, ensure a smooth implementation, and champion ongoing success and product adoption.
– Implementation & Onboarding
– Customer Support
– Vendor Support
– Customer Success
Pricing Calculator
Total annual cost is determined by the annual solution cost and monthly usage. With SimpleLegal, your investment is clear from the start.
Choose your solution:
Estimate your usage:
Your total annual cost:
solution + spend usage + matter usage
If you have more than $50M in legal spend or 3,000+ matters, contact us for pricing.
Ready to simplify legal ops?
Find out how much you could save or schedule a demo to see why simple really is better.
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