Practice management platforms integrate matter records, contacts, calendars, tasks, time and expense capture, billing, and often document storage. They serve as the operational system of record for a firm.
Capabilities and scale vary substantially between products.
Alternative Names:
Practice Management System, Legal Practice Software
Why it Matters?
Integration between matter data and billing is the practical value, since separate systems require duplicate entry and produce reconciliation problems. For insurance defense the relevant question is whether the platform supports LEDES export and UTBMS coding natively, because manual conversion for e-billing is a persistent cost. Deadline calendaring integration is the other capability that distinguishes litigation-oriented platforms.
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Related terms
Frequently asked questions
What should defense firms evaluate?
How does it differ from case management?
