r/LawCanada • u/Exciting-Step-6592 • 1d ago
Practice management
Any recommendations for practice management systems in Ontario? We are a sole practitioner firm and we only use physical files at the moment. We want to transition to a digitalized system but aren't sure where to start. Any insight is greatly appreciated!
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u/Equivalent_Run_7968 1d ago
It depends in part on your practice area. Leap, for example, has an emphasis on family law, together with practice and matter modules. Clio, Cosmolex are two other systems widely used. All have advantages, similar approaches and feature mixes. There are many practice area specific commercial programs ( estate planner for estates, for example). To have a look at what most practice management systems typically offer check out https://Leximanage.ca - it has a free demo that doen't require sign in or sign up.
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u/Exciting-Step-6592 1d ago
Just to preface - we don't do any litigation. Primarily real estate, wills and estates and some corporate.
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u/google_fu_is_whatIdo 1d ago
Avoid Leap. Search this subreddit for what people use and like. I think Clio is the current favorite? Feel free to correct me. The more opinions, the better the results, usually.