SimpleLaw Document Automation vs Wise Owl Legal

SimpleLaw Document Automation helps law firms complete documents using custom fields and client-intake data. It supports Word and PDF files, with reusable templates that can be filled using stored case, custom-field, and intake information. Firms can create text, date, number, and paragraph fields, along with as many intake forms as needed. Clients complete forms through the portal or by email. SimpleLaw presents the web-based product as legal case-management software for law firms and attorneys, and lists client intake, messaging, secure document exchange, electronic signatures, online payments, and matter status updates. Its free Law Firm plan is described as a way to connect with potential leads. The two-week free trial precedes paid annual plans, listed at $59 a month for up to 39 users and $56 a month for 40 or more users; both include unlimited matters. The company offers personalized live web-based training, a video training library, and user support. SimpleLaw says customer data is segregated without a shared database and that files and data are encrypted. Its AWS hosting is described as ISO 27001-certified and SOC2 compliant; the company also states that its portal complies with HIPAA requirements and that communications are encrypted according to GDPR legislation.

Wise Owl Legal is practice management software designed for law firms managing cases, clients, and teams. Its Matters module can handle multiple clients per matter, custom fields, status updates, document creation, time and fee records, invoicing, and trust accounting. Time entries can use hours, minutes, or units, and fixed fees can use preset rates. The Documents module merges matter data into custom Word templates, with template packs available for multiple jurisdictions; Documents and Outlook Helper require Office 2016 or later. Workflow tracks tasks and events for assigned files, and the Outlook Helper saves email into the system. The product also includes a client portal, billing and payments, and integrations with Microsoft Outlook, Microsoft 365, QuickBooks Online, and Xero. Invoices and receipts can pass to QuickBooks Online or Xero. It runs in a browser on Windows, Mac, iOS, and Android devices, though the maker advises against phones or tablets for bulk data entry. The maker specifies Windows 11 or later, at least 8 GB of RAM, and an Intel i5 or equivalent for user computers. Pricing is available on request and based on simultaneous users; all modules are included. Two-factor authentication is used for login.