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evergreen

Paid#66 of 141 in Legal Practice Management Software

evergreen: A Microsoft-based system linking legal matter workflows with financial management. Ranked #66 of 141 in Legal Practice Management Software by our editors (3.0/10); pricing: Pricing on request; best for midmarket firms focused on financial and matter workflows.

3.0/10Editor score

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At a glance

Editor score
3.0 / 10
Pricing
Pricing on request
Best for
Midmarket firms focused on financial and matter workflows
Client intake
Yes
Facts checked
22 Sep 2026

Where it wins
- Connects intake, matter management, time capture, billing, and trust accounting.
- Adds budgeting, variance monitoring, and profitability reporting.
- Integrates with Microsoft 365, Teams, Power BI, and Power Automate.
Where it doesn't
- Requires contacting sales for subscription pricing.
- The Microsoft Dynamics 365 foundation may not suit firms outside that ecosystem.
- Its broad financial and matter scope may be more than firms seeking a narrow tool need.

Our verdict on evergreen

For firms that want financial and matter workflows in one system, evergreen brings client intake, structured onboarding, centralized matter management, time capture, billing, and trust accounting together. sa.global describes it as a cloud-based legal practice management platform built on Microsoft Dynamics 365, with deployment also listed for mobile. Its stated fit spans midmarket and enterprise firms, including multi-entity organizations. The feature set makes it relevant to teams seeking connected operational and financial processes rather than a standalone timekeeping or document tool.

The Microsoft ecosystem is a defining part of its fit. Integrations include Microsoft 365 and Teams for collaboration, Power BI for reporting, Copilot and Power Automate, as well as Dynamics 365 and Azure. Document management and automation, role-based access, ethical walls, and audit trails round out the workflow and control capabilities. Compliance listings include SOC 2, GDPR, and two-factor authentication. Firms already centered on Microsoft tools may find this alignment useful; organizations committed to a different ecosystem should weigh that foundation carefully.

Financial workflows are a particular strength: evergreen supports flexible billing, invoicing and e-billing, client and trust accounting, matter budgets, variance monitoring, and profitability dashboards. The vendor describes the product as subscription-based and directs prospects to contact its experts for pricing, so buyers will need a sales conversation to assess cost. Choose evergreen if your firm wants matter operations tied closely to financial oversight and Microsoft collaboration. It is less suited to buyers seeking a narrowly focused practice tool or a transparent self-serve purchase path.

Your product? Our editors can test evergreen in depth and publish a review, labelled as paid · from $149/mo →

evergreen pricing

Plans Pricing on requestPaid No free plan — trial or paid only. Prices checked 22 Sep 2026.

See plans on legaltech.saglobal.com

evergreen fact sheet

Free plan	Not verified
Paid from	Not verified
Client intake	Yes
Client portal	Yes
Document automation	Yes
Time tracking	Yes
Billing and payments	Yes
Trust accounting	Yes
Mobile apps	Not verified
Deployment	Cloud, Mobile
Platforms	Web
Compliance & security	SOC 2, GDPR, 2FA
Built for	Mid-market, Enterprise (editorial estimate)
Integrations	7 integrations: Microsoft Dynamics 365, Microsoft 365, Microsoft Teams, Power BI, Microsoft Copilot, Power Automate …
Pricing	Pricing on request
Website	legaltech.saglobal.com
Facts checked	22 Sep 2026

evergreen integrations

evergreen lists 7 integrations on its own site.

Microsoft Dynamics 365
Microsoft 365
Microsoft Teams
Power BI
Microsoft Copilot
Power Automate
Microsoft Azure

Alternatives to evergreen

See all evergreen alternatives →

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The editor score above is our own research. What this page doesn't have yet is a reader's view — what you used evergreen for, what worked and what didn't. No stars are seeded and no review is paid for; an editor reads every one before it appears.

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Featured on iTechGuides

evergreen is listed in our Legal Practice Management Software directory. Add the badge to your site — it links back to this page.

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Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026

Advertiser disclosure: iTechGuides is reader-supported. Vendors can pay for top positions in our rankings and for a place on other products' pages, and we may earn a commission when you click some links. Bought places stand at the number bought; this page and our disclosure say so. Paying vendors may get a fuller, more detailed review from our editors, and that review can change their score. How we rank.

Last updated 7 Oct 2026 · How we research and update