About Legalboards

Matter management software that works

Track and visually manage how matters are progressing at every stage

Align legal staff to matters

Connect your team to matters and set activities, tasks and deadlines

Create processes & workflows

Automate tasks like emails, reminders, and notes and create workflows for recurring activities Set custom fees, track time and automate billing processes

Set dates, notifications & alerts

Create notifications and smart alerts for your team and clients and track important dates

Stay connected with clients

Improve client relationships with timely information and details

Features that help you get organized

Create boards that reflect your workflow or use one from our gallery boards

The technologies you rely on. We connect with.

We connect with the solutions your practice already uses so you can be more efficient

” If you are like many other practitioners out there and you have a staff member who’s been with you for a while and they know how to do everything, and then you lose them… you’re going to be lost ” ”Legalboards is exactly the tool I was looking for I had tried on my own with a spreadsheet to try and track all of our estate planning clients and all of our matters, and I kept thinking ‘there has to be a better way’, and there is ”

Give us 15 minutes to improve an

aspect of your practice. We know time is a limited resource Let us show you in 15 minutes how using matter management software can help improve your practice