Simply Legal features

Your database

The records, fields, cleanup tools, and history that keep the team working from one reliable source.

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What’s included

Records for the people and work you manage

Track clients, contacts, and matters — with the notes, history, and related records that explain them — in one place.

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One record can hold contact details, history, forms, payments, and notes instead of five spreadsheets.
The intake team can open a single record and see the whole relationship before replying.
New kinds of records can be added later without starting the database over.

Included by planPlans are sized by active matters — never by staff seats. The full schedule is on the pricing page.

Pricing details

Archived records stop counting toward your plan without being deleted.

Fields that match the real details

Capture dates, money, addresses, files, preferences, notes, relationships, and other details in fields that fit firm work.

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A date field can drive reminders, while a money field can feed totals and reports.
File fields can keep photos, PDFs, and signed forms attached to the record they belong to.
Address fields can power maps, mailings, and arrival-day logistics.

IncludedIncluded on every plan, including Free.

Statuses, categories, and choices your team understands

Use your own statuses, categories, stages, and choices so the intake team does not have to translate the system's language.

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A status list like Inquiry, Active, and Alumni can match the words already used around the firm.
Consistent choices mean reports never split across five spellings of the same thing.
Update a list once and every form, view, and report follows.

IncludedIncluded on every plan, including Free.

Connections between people, work, and outcomes

Connect clients, contacts, and matters to the records, payments, forms, and follow-up that explain the full story.

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A household can connect clients to shared addresses, emergency contacts, and history.
A payment can link back to the exact thing it paid for.
Opening one record can show everything connected to it, one click away.

IncludedIncluded on every plan, including Free.

Smart lists that update themselves

Keep saved groups current automatically: active clients, contacts, and matters, overdue follow-up, full sessions, or any other useful segment.

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A list like "active clients, contacts, and matters with no activity in 90 days" can stay current on its own.
New records that match the rules join the list automatically; nobody re-tags anything.
Follow-up queues can empty themselves as the work gets done.

IncludedIncluded on every plan, including Free.

Spreadsheet imports and clean exports

Bring existing spreadsheets in, clean them up, and export exactly the view your team needs.

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The first spreadsheet can be imported, mapped to real fields, and cleaned in one pass.
Any saved view can export exactly the columns it shows.
A migration from an old system can arrive as structured records, not a document dump.

IncludedIncluded on every plan, including Free.

Duplicate cleanup

Find messy records, standardize fields, and clean duplicates so the database gets easier to trust instead of harder.

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Two records for the same person can merge without losing either history.
A messy import can be tidied with bulk fixes instead of row-by-row edits.
The database can get more trustworthy over time instead of quietly rotting.

IncludedIncluded on every plan, including Free.

Archive inactive records without deleting history

Move inactive clients, contacts, and matters out of daily lists so they stop counting toward your plan, without losing history.

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Last season’s inactive clients, contacts, and matters can be archived in one batch and stop counting toward billing.
Archived records stay available for history and reporting.
Anything archived by mistake can be restored instantly.

Included by planPlans are sized by active matters — never by staff seats. The full schedule is on the pricing page.

Pricing details

Archived records stop counting toward your plan without being deleted.

Approval before sensitive changes go final

Route sensitive record changes through review instead of letting every update go straight to final state.

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A sensitive change can wait for a second set of eyes before it goes final.
Public submissions can sit in a review queue instead of writing straight to live records.
Approvers can see exactly what would change before saying yes.

IncludedIncluded on every plan, including Free.

A setup your Team Admin can keep shaping

Team Admins can shape collections, fields, settings, forms, and views as the team learns what it really needs.

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A new field can be added the same day someone asks for it.
A whole new kind of record can be modeled without a consultant or a support ticket.
The setup can keep evolving as the firm changes how it works.

IncludedIncluded on every plan, including Free.

Labels for organizing the work

Organize records and platform objects with reusable labels that work across lists, filters, and administration.

IncludedIncluded on every plan, including Free.

A clear change history

Track who changed what and when, including system and automation activity that matters for support and compliance.

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"Who changed this phone number?" becomes a lookup, not an investigation.
Sensitive records show a full trail of edits, imports, and merges.
Offboarding reviews can confirm what an account touched and when.

IncludedIncluded on every plan, including Free.

Ready to see Simply Legal in context?

We can walk through the features that matter for legal teams and leave the rest out of the way.

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