Agility Blue

Agility Blue is a legal project management platform that aims to streamline workflows and improve communication for legal teams. It is also positioned as a business management software designed to enhance operations and communication within organizations. According to the vendor, Agility Blue is suitable for legal firms and legal service providers of all sizes, including small firms to large enterprises. Additionally, it is marketed as a solution for small to large-sized companies in various industries, such as legal professionals, law firms, in-house legal departments, litigation support teams, project managers, and professional services including consulting firms, accounting firms, and marketing agencies.

Key Features

Agility Blue Platform: According to the vendor, Agility Blue provides a comprehensive legal project management platform that enables teams to create, track, collaborate, and report on projects. It acts as a centralized hub for managing all aspects of legal work.

Request Portal: The vendor claims that the Request Portal feature helps standardize requesters' instructions and minimizes miscommunication. It allows clients and case team members to securely submit requests from a dedicated site, which are then automatically routed into the team's dashboards. Real-time request status tracking and task details are available from the dashboard.

Integrations: Agility Blue is positioned as a certified Relativity Partner and part of the Relativity Ecosystem. The vendor states that users can connect and track Relativity Workspaces through this integration. Additionally, it offers Single Sign-On (SSO) capability through supported third-party identity providers. The Agility Blue REST API enables the management of Agility Blue resources programmatically.

Custom Training: The vendor offers training sessions with experienced consultants to maximize platform utilization. These sessions cover various topics, including navigation, workflows, forms, templates, and admin functions. Custom consulting sessions are also available for specific workflow and feature-related questions.

Quick Start Videos: According to the vendor, Quick Start Videos provide visual guidance to help users quickly understand and utilize the platform's capabilities. These videos cover topics such as navigation, workflows, features, and user testimonials, aiming to assist users in getting up and running in Agility Blue.

Workflow: The vendor claims that Agility Blue allows users to create projects and tasks on the fly, apply custom forms and templates to streamline workflows, assign and update tasks in real-time, and collaborate on tasks through the Communications Suite.

Dashboards: Agility Blue offers four dynamic dashboards that provide a visual overview of the team's work-in-progress. These dashboards are customizable to fit specific needs and preferences, allowing access to project details and editing directly from the dashboard.

Communications: According to the vendor, Agility Blue serves as a central hub for communication within the platform. It provides real-time updates and notifications to keep team members informed, allows for recording notes, events, and comments, and enables users to submit requests and collaborate on projects.

Reporting: Agility Blue claims to offer the ability to generate powerful custom reports on tracked data and export them to multiple formats. This feature aims to provide valuable insights into team performance and productivity and allows for seamless integration with other software platforms through the Agility Blue API.

Client and Matter View Modes: Agility Blue offers view modes for clients and matters, providing users with a user-friendly way to view and access relevant information. Users can view an object's fields in a form-style layout in a modal window as read-only. View modes can be found within various grid context menus, and a view button has been added to the client and matter breadcrumb links for easy access to client or matter fields without navigating away from the current page.