The Legal Assistant
The Legal Assistant: A hybrid case management system for small firms that need core legal workflows. Ranked #79 of 141 in Legal Practice Management Software by our editors (3.0/10); pricing: Paid; best for small firms wanting hybrid case management.
At a glance
- Editor score3.0 / 10
- PricingPaid
- Best forSmall firms wanting hybrid case management
- Free planNo
- Paid from$57/user/mo
- Founded2006 · Garfield, New Jersey, United States
- Facts checked21 Sep 2026
Where it wins
- Intake forms, document generation, tasks, deadlines, and calendars
- Billing, statements, invoices, reporting, and case search
- Cloud or on-site deployment with Microsoft Word, email, and fax integration
Where it doesn't
- No verified client portals or mobile apps
- No verified trust accounting or AI features
- No free plan, and on-site pricing is not shown
Our verdict on The Legal Assistant
The Legal Assistant is legal practice and case management software for U.S. law firms, including solo attorneys and multi-lawyer practices. Its practice-area modules cover matters such as personal injury and real estate, while general case management supports intake, customizable document templates, email and fax handling, calendars, tasks, billing, event automation, notifications, and reporting. The product is a fit for small firms that want core matter workflows without being limited to a cloud-only deployment.
The published cloud plans include all features, managed backups, site security, server maintenance, extensive support, and no contract. Monthly billing is $63 per user per month, while annual billing is $57 per user per month. The on-site version also includes all features, extensive support, and no contract. Cloud deployment shifts backups, security, and server maintenance into the service, while on-site deployment gives firms a self-hosted option. Microsoft Word, email, and fax integrations support document and case-file workflows.
The strongest case for The Legal Assistant is its concentration of intake forms, customizable document generation, task management, messaging, audio dictation, deadline notifications, calendars, billing, and case databases in one system. Its scope is narrower for firms that specifically need verified client portals, mobile apps, trust accounting, or AI features. Firms seeking hybrid deployment and established operational tools should consider it; firms prioritizing those additional capabilities should choose a product built around them instead.
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The Legal Assistant pricing
All 2 The Legal Assistant plans and prices →
The Legal Assistant fact sheet
| Free plan | No |
|---|---|
| Paid from | $57/user/mo |
| Client intake | Not verified |
| Client portal | Not verified |
| Document automation | Not verified |
| Time tracking | Not verified |
| Billing and payments | Not verified |
| Trust accounting | Not verified |
| Mobile apps | Not verified |
| Deployment | Cloud, Self-hosted |
| Platforms | Web |
| Support | Live chat, Tickets, Docs |
| Built for | Solo, Small business, Mid-market (editorial estimate) |
| Integrations | 3 integrations: Microsoft Word, email, fax |
| Pricing | Paid (source) |
| Website | thelegalassistant.com |
| Facts checked | 21 Sep 2026 |
The Legal Assistant integrations
The Legal Assistant lists 3 integrations on its own site.
- Microsoft Word
- fax
Alternatives to The Legal Assistant
- KleosA document-focused legal platform with matter management, billing, AI, and broad device support.9.3
- Jarvis LegalMatter management, billing and legal AI in plans from €38 per user per month.9.1
- Clio ManageBroad legal practice management with billing, trust accounting, automation, and mobile access.8.9
See all The Legal Assistant alternatives →
Also Ranked In
The Legal Assistant is ranked in 2 of our directories.
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Featured on iTechGuides
The Legal Assistant 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
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