SimpleLegal Reviews

Easy process from diligence all the way through Go Live. These guys were awesome to work with all the way through. It's the little things that made it all come together - contracts are very easy and balanced, pricing model is fair and flexes with our growth and finally the implementation team was competent and easy to work with. I don't say this often but it really was a breeze getting this system deployed......

We have been live for about 6 months and I really can't complain about anything. We ran into one hiccup where we thought we contracted for a piece of functionality but that was not in the proposal. SimpleLegal team was very helpful in finding a solution that worked for both of us. It would have been easy to hold us hostage but they did not. I think they view small businesses as critical to their long-term growth and it showed throughout.

What problems are you solving with the product? What benefits have you realized?

1. Easy install with very attentive and knowledgeable implementation manager and customer success manager/team.

2. Intuitive interface and robust resource library that supports both the occasional and active/admin user.

3. Canned reports that make it easy to assess various scenarios.

I wish the vendor portal, CounselGO, had a different name. I wish it was closer to SimpleLegal to reduce confusion with in-house users as well as with outside counsel.

What problems are you solving with the product? What benefits have you realized?

First and foremost, the ease of use and how easy it is to figure out how to use SimpleLegal are some of their real strengths. The UI and the way screen real estate are used make it simple for the casual user and the power user to know where to go and what to do. Next, I would say the customization of the environment is a great benefit. Many ebilling solutions will customize, but the customization is sometimes limited, which makes using the tool burdensome for the casual user. Lastly, I would say the focus and attention to customer satisfaction / support by SimpleLegal is fantastic. I miss having the support chat bot, but the responsiveness of <1 day is going well.

Since the integration with Onit, the customer service aspect has taken a noticeable downturn...we really really liked the chat bot. There are a lot of "little" things that the platform doesn't currently do that I wish it did, such as scheduled reports, better document management; the inability to see a draft of a legal request (having to design a form all over again is rather clunky) but also that our allocation fields are not tied to our legal request forms means we have to keep our allocation information in separate location for users to reference; the inability for users to keep drafts of matter requests is something our users ask for a lot because they have to go back and forth with their clients to gather allocation information.

One of the big improvements I would like to see is the messaging feature keep a log of the messages sent - such as matter referrals, if the invoice / attachment is sent, etc. I would also like to see the messages be auto-copied to the user who is sending the message. I make users interact with vendors in the system and the messaging feature in this respect is key.

It would be great to see SimpleLegal implement an invoice rejection / reconciliation report. One of my month-end close activities is to run reports showing what was rejected and resubmitted / sent to AP. When an invoice is rejected, I don't know why so I have to manually review each rejected invoice each month to apply categorizations to the rejection reasons.

While I've gotten used to the idea that SimpleLegal allows the use of the same invoice number, it would be great if the system automatically either flagged or tagged an invoice that has been resubmitted with either a status (Resubmitted Invoice 123456).

Recommendations to others considering the product:

What problems are you solving with the product? What benefits have you realized?

It's extremely easy to sign up, understand and get a handle on.

I didn't dislike the software. I was asked to put different information that was needed.

Recommendations to others considering the product:

What problems are you solving with the product? What benefits have you realized?

Helps control your spending and evaluating

N/A I really do not find anything wrong

Recommendations to others considering the product:

What problems are you solving with the product? What benefits have you realized?

Simplelegal's platform is super user-friendly and intuitive. Previously, I had been processing itemized invoices from 50+ legal vendors, manually breaking out and tracking billing amounts by matter. With Simplelegal, I occassionally update my matter list - and the rest of the work is done for me. I feel more confident that my budget is tracking accurately rather than the old way of entering it into my own spreadsheet.

My only wishes are for Simplelegal to have more options for automated messaging to vendorsm outside of accrual requests - and to have the system integrate better with the billing systems of my A/P department to reduce the work on our side to approve and pay.

What problems are you solving with the product? What benefits have you realized?

SimpleLegal has made AP for legal invoices much more efficient, particularly for our legal department which uses a variety of legal service providers. It also provides excellent metrics that I use to see which matters are using the most budget and to measure which firms are providing services efficiently.

The approval workflows help ensure that correct stakeholders are accountable for expenses and the accruals functionality gives our finance team greater visibility into legal spend as well.

I would like to see greater integrations with our finance systems in their product roadmap.

Recommendations to others considering the product:

What problems are you solving with the product? What benefits have you realized?

Everything for the most part! It's a very user-friendly system.

There is nothing I don't like about SimpleLegal

What problems are you solving with the product? What benefits have you realized?

SimpleLegal's Interface is exceedingly intuitive. In a head-to-head with Thompson's Tracker, my team picked SimpleLegal hands down. In addition, the service provided by our implementation consultant as we got up and running was fantastic. Our consultant guided us through configuration options, the creation of matters, and so forth. I've been very happy with the service overall.

Because SimpleLegal isn't the market leader, some of our firms have struggled a little bit on getting up and running on a new service. Nevertheless, I see these as surmountable issues that we'll iron out over time.

Recommendations to others considering the product:

What problems are you solving with the product? What benefits have you realized?

I like the simplicity yet effectiveness of the program.

I dislike the old times and user interface

Recommendations to others considering the product:

What problems are you solving with the product? What benefits have you realized?