Simply Legal features

Seeing your data

The everyday surfaces people use to scan, compare, report, and act on what is happening.

Join early access Compare pricing

What’s included

Operational lists and tables

Create focused tables and lists for the exact records, fields, sorting, and actions each workflow needs.

See how legal teams use this

A working list can show exactly the columns the task at hand needs.
Sorting and filters can turn one big table into this week’s short list.
Saved views keep the whole team working from the same list.

IncludedIncluded on every plan, including Free.

Focused record pages

Show one record with the sections, related records, actions, and context people need before they decide what to do.

See how legal teams use this

One page can show a record’s details, history, forms, payments, and next steps together.
A front-desk question can be answered from one screen while the caller is still on the phone.
Related records sit one click away instead of another search.

IncludedIncluded on every plan, including Free.

Calendars for the dated work

Turn date and date-range records into schedules that teams can scan by day, week, month, or operational context.

See how legal teams use this

Anything with a date can appear on a calendar without entering it twice.
Month, week, and day views can run planning meetings straight from live records.
A public calendar can stay current because it reads the same data.

IncludedIncluded on every plan, including Free.

Maps when location matters

Use address and location fields to show records geographically for routes, service areas, venues, or regional planning.

See how legal teams use this

Records with addresses can plot on a map for routes, regions, or outreach.
A map can reveal the geographic pattern a table hides.

IncludedIncluded on every plan, including Free.

Rollups by status, owner, source, or time

Summarize records across dimensions so teams can compare activity by status, program, source, owner, or timeframe.

See how legal teams use this

Counts and totals can group by status, owner, month, or source in a couple of clicks.
A quick rollup can answer "how many, by what" without exporting to a spreadsheet.

IncludedIncluded on every plan, including Free.

Charts and stat cards

Turn saved views into charts, stat cards, and quick readouts that explain what is happening without a spreadsheet export.

See how legal teams use this

A stat card can show the number that matters before a meeting starts.
Charts read live records, so they are never a week stale.

IncludedIncluded on every plan, including Free.

Saved filters for repeat lists

Save repeatable views of records so important lists are one click away instead of rebuilt by hand.

See how legal teams use this

A carefully built filter can be saved once and reused all season.
Shared filters keep everyone looking at the same slice of the data.

IncludedIncluded on every plan, including Free.

Daily dashboards

Give the intake team a daily command center for the lists, stats, and actions that matter most.

See how legal teams use this

The morning can start from one screen: today’s lists, open follow-ups, and the numbers that matter.
Different roles can get different dashboards — the front line and the director each see what they need.
Every dashboard card links straight into the underlying list.

IncludedIncluded on every plan, including Free.

Reports without spreadsheet rebuilding

Build team and personal reports from live data without copying rows into a separate reporting system.

See how legal teams use this

A board-ready report can come from live data instead of a copy-paste ritual.
Reports can combine related records — people, payments, participation — in one output.
Anyone with permission can re-run a report without asking the person who built it.

IncludedIncluded on every plan, including Free.

Scheduled report emails

Send recurring report snapshots to the people who need them, on the rhythm the work requires.

See how legal teams use this

The Monday numbers can arrive by email before the Monday meeting.
A funder, board, or director can get a monthly report nobody has to remember to send.

Included with allowanceReports run on demand on every plan; scheduled deliveries carry a monthly allowance sized to the plan.

Snapshots for board packets and history

Preserve the numbers as they looked at a point in time for board packets, grant files, and operational review.

See how legal teams use this

Month-end numbers can be frozen for the record even as the data keeps changing.
Trends can compare this month against the saved history of past snapshots.

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.

Join early access Compare pricing