Law Firm Software Development
Manual billing consuming 15+ hours weekly? Case data scattered across 3 systems? Client intake taking 2+ hours per matter? We've built legal practice management software for 40+ law firms. Our platforms integrate case management with billing, automate document workflows, and reduce administrative burden by 60%+. Most firms see ROI within 8 months. Production-ready in 10-14 weeks.
Common Industry Challenges
Organizations face unique challenges that impact operations, compliance, and efficiency.
Manual Time Tracking & Billing Chaos
Description
Attorneys losing 15+ hours weekly to manual timesheets, billing entry, and invoice reconciliation. Multiple systems for time capture, billing, and accounting create data entry redundancy. Inconsistent time recording practices across attorneys lead to revenue leakage. Manual invoice review and approval consume 4-6 hours per billing cycle. Delayed billing submissions result in collection issues and cash flow problems.
Impact
Our Software Solutions
Types of Software We Develop
We specialize in complex, data-heavy industrial applications where off-the-shelf software falls short.

Legal Case Management Systems
Description
Case management software provides the central hub for all case-related information including parties, deadlines, documents, communications, notes, and billing. These platforms organize case files electronically, track matter progress through customizable workflows, and ensure critical deadlines are never missed. Modern case management systems integrate with document storage, email, calendaring, and billing to create a unified workspace. They include conflict checking to prevent ethical violations when opening new matters. Advanced systems offer court rules-based deadline calculation that automatically computes filing deadlines based on jurisdiction. We build case management platforms customized for specific practice areas—litigation systems include discovery tracking and deposition scheduling, while transactional systems focus on deal timelines and document checklists. Integration with court filing systems allows direct eFiling from the platform.
Key Modules & Features
Built for US & Australian Legal Practice Standards
We ensure compliance with:
• SOC 2 Type 2 Compliance
SOC 2 is a security and compliance standard developed by the American Institute of Certified Public Accountants (AICPA) that defines criteria for managing customer data based on five trust service principles: security, availability, processing integrity, confidentiality, and privacy. Type 2 reports assess controls over a 6-12 month period, providing assurance that security measures are consistently followed. For law firms handling sensitive client information and attorney-client privileged communications, SOC 2 compliance demonstrates that software providers implement rigorous security controls. The standard requires robust access controls, encryption, monitoring, incident response, and regular security testing.
What we do: We build legal software with SOC 2 Type 2 compliance as a foundational requirement, not an afterthought. Our development process includes security by design with encryption at rest and in transit, multi-factor authentication, role-based access controls, and complete audit logging of all system activities. We conduct annual SOC 2 audits with independent third-party auditors and maintain continuous monitoring of security controls. Every legal platform we build includes automated backup and disaster recovery, intrusion detection, and vulnerability management. We provide complete SOC 2 documentation to support your firm's malpractice insurance, client security questionnaires, and bar compliance requirements.
• State Bar Professional Responsibility Rules
Every US state bar has professional responsibility rules that govern attorney conduct including duties of confidentiality, conflict avoidance, and trust accounting. ABA Model Rule 1.6 requires lawyers to make reasonable efforts to prevent unauthorized access to client information. Rule 1.15 establishes requirements for handling client funds held in trust including segregation, recordkeeping, and reporting. State bars conduct random audits of trust accounts and require specific accounting procedures. Many states have adopted technology competence requirements obligating attorneys to understand risks and benefits of relevant technology. Violations can result in discipline ranging from reprimand to disbarment.
What we do: We design legal software that helps firms comply with professional responsibility rules across all 50 states. Our practice management platforms include attorney-client privilege barriers that segregate privileged communications from discoverable materials. We build conflict checking into matter intake workflows to prevent ethical violations. Trust accounting modules enforce three-way reconciliation, prevent negative balances, and generate all reports required for bar audits including trial balance, reconciliation reports, and client ledgers. We implement role-based access controls that limit staff access to confidential information on a need-to-know basis. Complete audit trails document who accessed what information and when, supporting your malpractice defense and bar compliance.
• HIPAA Compliance (for Health Law Practices)
Health Insurance Portability and Accountability Act (HIPAA) requires healthcare organizations and their business associates to protect patient health information (PHI). Law firms that handle medical records for personal injury, medical malpractice, or healthcare law matters are business associates subject to HIPAA. The Security Rule requires administrative, physical, and technical safeguards including encryption, access controls, and audit logs. The Privacy Rule limits use and disclosure of PHI. Business associate agreements are required with any vendors who access PHI. Violations can result in fines up to $50,000 per violation and potential criminal penalties.
What we do: For law firms handling medical records and protected health information, we build HIPAA-compliant platforms with all required security controls. Our systems encrypt PHI at rest and in transit using FIPS 140-2 validated cryptography. We implement role-based access controls that limit PHI access to authorized users only. Complete audit logs track all access to PHI including who viewed what records and when. We provide business associate agreements and maintain our own HIPAA compliance program with annual risk assessments and security training. The platform includes secure methods for transmitting medical records to providers and experts without email exposure.
• Electronic Signatures (ESIGN Act & UETA)
The Electronic Signatures in Global and National Commerce (ESIGN) Act is a federal law that grants legal recognition to electronic signatures, contracts, and records. The Uniform Electronic Transactions Act (UETA) has been adopted by 47 states and provides similar recognition at the state level. Both laws establish that electronic signatures have the same legal effect as handwritten signatures if parties consent to transact electronically. The laws require proof of intent to sign and the ability to retain records. Law firms increasingly use electronic signatures for engagement letters, settlement agreements, and client authorizations.
What we do: We integrate electronic signature capabilities into legal platforms using industry-standard providers like DocuSign and Adobe Sign that comply with ESIGN and UETA requirements. Our document automation systems generate signature-ready documents and route them through approval workflows before execution. The platform captures proof of signer identity, intent, and consent. All executed documents are automatically filed to the appropriate matter folder with the complete audit trail. We build custom signature workflows for different document types including engagement letters that require multiple signers, settlement agreements needing witness signatures, and court documents requiring notarization.
Important: StepInsight provides compliance support by building software that meets technical requirements for SOC 2, HIPAA, and legal industry regulations. We are not a law firm and do not provide legal advice. Law firms remain responsible for their own compliance with professional responsibility rules, trust accounting requirements, and privacy laws.
Technologies & Integrations
| System Type | Common Tools | Our Capabilities |
|---|---|---|
| Practice Management Systems | Clio, MyCase, PracticePanther, Smokeball, CosmoLex, Actionstep, Filevine, LawRuler | Bidirectional data sync, matter information exchange, client contact updates, calendar integration, task synchronization, document linking, time entry import, billing data export, conflict checking data |
| Document Management Systems (DMS) | NetDocuments, iManage, Microsoft SharePoint, Google Drive, Dropbox Business, Box | Document storage and retrieval, version control integration, metadata synchronization, folder structure mapping, document check-in/check-out, full-text search federation, access permission enforcement, document lifecycle management |
| Accounting & Trust Systems | QuickBooks, Xero, Sage, LeanLaw, Bill4Time, TimeSolv, PCLaw | Trust accounting synchronization, three-way reconciliation, general ledger integration, accounts payable/receivable, invoice export, payment import, bank feed integration, financial reporting, 1099 generation |
| Court Filing & Calendar Systems | PACER, CM/ECF, State eFiling Portals, CourtAlert, DocketBird, File & ServeXpress | Electronic filing submission, docket monitoring, deadline calculation based on court rules, calendar integration, filing status tracking, document retrieval, notification alerts, multi-jurisdiction support |
| Electronic Signature & Contract Systems | DocuSign, Adobe Sign, PandaDoc, HelloSign, SignNow, Conga | Signature workflow automation, multi-party signing sequences, witness and notary coordination, document preparation integration, completed document filing, audit trail capture, template management, mobile signing support |
Custom vs. Off-the-Shelf Software
Understanding the differences helps you make the right choice for your organization.
Details:
Built specifically for your practice areas and existing processes. Litigation workflows differ from transactional workflows. System adapts to how your attorneys actually work, not the other way around.Details:
Generic workflows designed for broad market. Forces your attorneys to adapt their processes to the software's predetermined structure. Litigation, family law, and corporate practices all use the same rigid workflows.Details:
Higher initial investment of $50k-$200k depending on scope. One-time development cost. Ongoing maintenance typically 15-20% annually. No per-user licensing fees.Details:
Lower upfront cost with monthly subscription pricing typically $60-$120 per user. Immediate deployment. Costs increase with user count and feature tiers.Details:
Unlimited customization. Every feature, workflow, report, and integration built exactly to your requirements. You own the code and can modify as your practice evolves.Details:
Limited customization options. You can configure fields and templates but can't change core functionality. Custom features require waiting for vendor roadmap or using workarounds.Details:
Integrate with any system your firm uses—legal research, accounting, court filing, document storage. Custom APIs connect all your tools into unified workflows.Details:
Pre-built integrations with major platforms but limited flexibility. If your existing tools aren't on the integration list, you're forced to switch systems or lose functionality.Details:
You own your data and control where it's stored. Export all data anytime in any format. Move to different hosting or bring systems in-house if requirements change.Details:
Your data is stored in the vendor's cloud. Limited export options. If you leave the platform, extracting complete data history can be difficult or expensive.Details:
After initial investment, costs are primarily maintenance. For the same 25-attorney firm, custom platform costs $50k-$100k upfront plus $15k-$20k annual maintenance. Break-even in 3-4 years, then significant savings. You own an appreciating asset.Details:
Ongoing subscription costs accumulate. For a 25-attorney firm paying $100/user monthly, that's $30k annually ($300k over 10 years) with no equity built. Costs increase over time.Legal Technology Expertise You Can Trust
Certifications & Expertise
- SOC 2 Type 2 Compliance
- ISO 27001 Information Security
- PCI DSS for Payment Processing
- HIPAA Business Associate (for health law practices)
Industries Served
- Commercial Litigation
- Personal Injury
- Family Law
- Corporate & Transactional
- Estate Planning
- Real Estate Law
- Employment Law
- Intellectual Property
- Criminal Defense
- Immigration Law
Services
- Practice Management Systems
- Legal Billing & Time Tracking
- Document Automation
- Client Portal Development
- Trust Accounting Software
- Case Management Platforms
- Legal Analytics & BI
- eDiscovery Systems
Ready to Fix Your Law Firm's Software Chaos?
Manual billing eating 15+ hours weekly? Case data scattered across 3 systems? Client intake taking 2+ hours per matter? We've built custom legal software for 40+ law firms that reduces administrative burden by 60%+. Most firms see ROI within 8-12 months. Let's discuss what's possible for your practice.
Frequently Asked Questions
Legal practice management software is a centralized platform that manages all aspects of running a law firm including case files, client information, documents, calendars, tasks, time tracking, billing, and trust accounting. It replaces disconnected systems and spreadsheets with one integrated solution. The software organizes case information by matter and client, tracks deadlines with automated reminders, captures billable time, generates invoices, manages trust funds, and provides visibility into firm operations. Modern platforms integrate with document storage, legal research, accounting systems, and court filing portals to create unified workflows. We build custom practice management systems tailored to specific practice areas because litigation firms need different workflows than transactional or family law practices.
Custom law firm software typically costs $50k-$200k depending on scope, practice areas, user count, and integration requirements. A basic practice management system for a small firm (5-10 attorneys) with case management, time tracking, and billing starts around $50k-$80k. Mid-sized firms (15-30 attorneys) needing document automation, client portals, and complex integrations typically invest $100k-$150k. Large or specialized implementations with multiple practice areas, advanced analytics, and extensive integrations can reach $200k+. Ongoing maintenance runs 15-20% of initial development cost annually. Most firms achieve ROI in 12-24 months through efficiency gains, recovered billable time, and reduced administrative overhead. Compare this to off-the-shelf software at $80-$120 per user monthly which costs $96k-$144k annually for a 100-attorney firm ($960k-$1.44M over 10 years).
Choose off-the-shelf software if you're a small firm (under 5 attorneys) with straightforward workflows, limited integration needs, and can adapt your processes to the software's structure. It offers lower upfront costs ($60-$120/user monthly) and immediate deployment. Choose custom software if you're a mid-to-large firm with specialized practice areas, established workflows you can't change, complex integration requirements with existing systems, or need capabilities off-the-shelf platforms don't offer. Custom software requires higher initial investment ($50k-$200k) but provides unlimited customization, you own the code, and costs don't increase with user count. Break-even typically occurs in 3-4 years, after which custom software saves significantly vs. ongoing subscription costs. Custom software also becomes a competitive advantage—capabilities your competitors can't replicate.
Most custom legal software projects take 10-16 weeks from requirements gathering to production deployment for initial core functionality. Week 1-2: Discovery and requirements documentation where we document workflows, integration needs, and priorities. Week 3-6: Design and architecture including database design, user interface mockups, and technical architecture. Week 7-12: Development and internal testing where we build core features and conduct quality assurance. Week 13-14: User acceptance testing with your staff providing feedback and requesting adjustments. Week 15-16: Training, deployment, and go-live support. Complex implementations with multiple practice areas, extensive integrations, or advanced features may take 18-24 weeks. We typically phase implementation—core case management and billing first, then document automation, then client portals, then advanced analytics. This phased approach lets your firm start seeing value in 10-14 weeks while additional features are developed.
Law firms typically need 6-10 core integrations to create unified workflows. Practice management integration with existing systems like Clio or MyCase if you're enhancing rather than replacing. Document management with NetDocuments, iManage, SharePoint, or Google Drive for centralized document storage. Legal research with Westlaw, LexisNexis, or Fastcase for embedded research and automatic citation checking. Accounting with QuickBooks, Xero, or law firm accounting software for trust accounting and general ledger. Court filing with PACER, CM/ECF, and state eFiling portals for electronic filing and docket monitoring. Communication with Microsoft 365 or Google Workspace for email filing, calendar sync, and document collaboration. Electronic signature with DocuSign or Adobe Sign for engagement letters and client documents. Payment processing with LawPay, CPACharge, or other legal-specific payment processors. We build custom APIs to connect your legal software with any system your firm uses—no limitations to pre-built connector lists.
We build legal software with bar compliance and trust accounting requirements as foundational design principles, not afterthoughts. For trust accounting, we implement three-way reconciliation that compares trust bank account balance, trust ledger balance per the books, and individual client ledger balances. The system prevents negative balances and requires matter association before disbursing trust funds. We generate all reports required for bar audits including trial balance, reconciliation reports, and client ledgers. For professional responsibility compliance, we implement attorney-client privilege barriers that segregate privileged communications from discoverable materials. Conflict checking is built into matter intake workflows. Role-based access controls limit staff access to confidential information on need-to-know basis. Complete audit trails document who accessed what client information and when. We provide SOC 2 Type 2 compliance documentation. Our development team includes consultants with legal operations experience who understand bar rules across US and Australian jurisdictions.
Custom software evolves as your firm grows and requirements change. We typically establish ongoing support and enhancement agreements after initial deployment. Tier 1 support includes bug fixes, security patches, and minor adjustments to existing features—usually covered under maintenance agreements at 15-20% of initial development cost annually. Tier 2 enhancements include new features, additional integrations, or significant workflow changes—quoted separately based on scope. Most firms budget 10-20% of initial development cost annually for enhancements. Because you own the code and we provide complete documentation, you're not locked into working with us exclusively. However, most clients continue the relationship because we understand their implementation and can make changes faster than someone starting fresh. We prioritize enhancement requests with you quarterly and deliver new capabilities in 2-4 week sprints. This agile approach means your software continuously improves based on actual usage and changing needs.
We architect legal software with enterprise-grade security controls that exceed bar requirements and client expectations. Data encryption at rest using AES-256 and in transit using TLS 1.3 protects confidential information from unauthorized access. Role-based access controls (RBAC) ensure staff only access information appropriate to their roles with complete audit logging of all system activities. Multi-factor authentication (MFA) is required for all user access. We implement attorney-client privilege barriers that segregate privileged communications and work product into separate data stores with additional access controls. Infrastructure is hosted in SOC 2 Type 2 certified data centers with physical security, redundant systems, and 99.9% uptime SLAs. Daily automated backups with offsite storage and tested disaster recovery procedures protect against data loss from hardware failures or ransomware. We conduct annual penetration testing and vulnerability assessments with independent security firms. All development follows OWASP secure coding practices. We provide complete security documentation for client security questionnaires and malpractice carrier reviews.
User adoption is critical to ROI, so we build training and change management into every implementation. Training happens in three phases. Phase 1 during user acceptance testing—your staff work with near-final system providing feedback and learning functionality before go-live. This builds familiarity and ownership. Phase 2 at launch—we conduct role-specific training sessions: attorneys learn time entry and case management, paralegals learn document preparation and client communication, administrators learn reporting and system configuration. Training uses your actual cases and workflows, not generic examples. Phase 3 post-launch—we provide on-demand support during first 30 days when questions arise during daily use. We create role-based training videos, quick reference guides, and searchable knowledge bases customized to your implementation. Many firms designate internal "super users" who receive advanced training and become first-line support for colleagues. We schedule check-ins at 2 weeks, 1 month, and 3 months post-launch to address questions and identify optimization opportunities. The goal is attorneys and staff who are confident and productive, not just trained.
Because you own the custom software and all data, you have complete flexibility. We provide full data export capabilities in multiple formats: structured exports (CSV, Excel, SQL database dumps) that include all case information, client data, documents, time entries, billing history, and system configuration; document exports with all files and folder structures preserved; API access for programmatic data retrieval by other systems. We document the complete database schema so any developer can understand your data structure. If you want to migrate to a different platform years later, you're not held hostage by proprietary data formats or vendor lock-in. We've actually helped firms export data from our systems to new platforms when their requirements changed—we don't believe in forced retention through data imprisonment. This contrasts sharply with off-the-shelf platforms where data export is often limited, expensive, or only available in formats difficult to import elsewhere. Your data is your data, and you should control it completely.



