Name: Legal Track
Author: Legal Track

Customer Success Management Training

Help Desk

Live Chat

Web and Video Conferencing

Customer Support

Augmented Reality Development

Interactive Application Security Testing (IAST)

Development

Academic Advising

Education

Business Intelligence (BI)

Collaboration

Contract Management

Corporate Social Responsibility (CSR)

Enterprise Legal Management

Workflow

Enterprise

Accounting

Investor Relations

Finance and Accounting

Applicant Tracking

Corporate Learning Management

HR Management

Payroll

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

Application Lifecycle Management (ALM)

Cloud Storage

Converged Infrastructure

Custom Software Development Services

Data Catalog

Data Fabric

Database Load Balancing

Fraud Detection

IT Asset Disposal

Integration Platform as a Service (iPaaS)

Managed Hosting

Master Data Management (MDM)

Mobile Identity

Network Monitoring

Network Performance Monitoring

Software Composition Analysis (SCA)

Software-Defined WAN

Threat Intelligence

Value-Added Resellers (VARs)

Website Hosting

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Audio Editing

Content Management

Contest Management

Email Marketing

Gamification

Marketing Analytics

Marketing Automation

Online Proofing

Product Intelligence

Social Media Management

Social Media Marketing

Survey & Forms Building

Web Analytics

Marketing

Project Management

Wireframing

Professional Services

Customer Communication Management

Customer Relationship Management (CRM)

Sales Coaching

Sales

Data-Centric Audit Protection (DCAP)

Operational Technology (OT) Security

Security

3D Modeling

Computer-Aided Design (CAD)

ID Card

Loan Servicing

Nonprofit Fundraising

Oil and Gas

Patient Engagement

Vertical-Specific

Find top rated software and services based on in-depth reviews from verified users. 400+ software categories including PaaS, NoSQL, BI, HR, and more.

DocuSign

airSlate WorkFlow

airSlate, Inc

Jotform

SAP CLM, discontinued

AspenOne Supply Chain Management

Aspen Technology

HoneyBook

Emptoris

Descartes Logistics Technology Platform

Descartes Systems Group

ConnectWise CPQ

ConnectWise

DocuSign CLM

Legal Track is a matter management system designed for in-house legal departments. According to the vendor, it offers streamlined workflows, centralized document management, and robust reporting capabilities. This product is tailored for small to mid-sized legal departments in various professions and industries, including corporate counsel, legal operations, general counsel, legal administrators, law firms, insurance companies, and government organizations.

## Key Features

**Matter Management**: According to the vendor, Legal Track streamlines and standardizes the management of legal matters and cases with a centralized platform for intake, setup, and tracking of matter status updates and key dates.

**Document/File Management**: The vendor claims that Legal Track efficiently manages digital and paper documents related to legal matters, including document capture, conversion, storage, and collaboration with internal and external stakeholders.

**E-billing/Legal Spend Management**: According to the vendor, Legal Track automates invoice submission and processing, enforces billing guidelines, monitors billing rates and timekeepers, and tracks matter budgets for effective legal spend management.

**Contract Management**: The vendor states that Legal Track seamlessly manages contracts throughout their lifecycle, including tracking renewal dates, providing templates and clause libraries, and integrating with document management systems for easy access to contract documents.

**Integration with Corporate IT Tools**: According to the vendor, Legal Track integrates with email/messaging platforms, productivity and collaboration tools, and other corporate systems for a seamless user experience, single sign-on, and data synchronization.

**Reporting and Decision Support**: The vendor claims that Legal Track generates reports and dashboards for financial, operational, and staffing data, providing drill-down capabilities and real-time information for informed decision-making.

**Cyber Security and IT Compliance**: According to the vendor, Legal Track ensures data security and privacy within a companywide IT framework, complies with IT security protocols and regulations, and supports records retention and management for legal and compliance purposes.

**Legacy Systems and Processes**: The vendor suggests that Legal Track considers existing legacy systems and processes when assessing a new matter management system, focuses on change management and stakeholder buy-in, and addresses data migration and system integration challenges.

**Enterprise Legal Management**: According to the vendor, Legal Track embraces an Enterprise Legal Management (ELM) approach that encompasses all facets of a legal department's operations, including contract lifecycle management, litigation, corporate governance, document management, legal spend management, regulatory compliance, and subpoena management.

**Integration with Microsoft Outlook and Office 365**: The vendor states that Legal Track seamlessly integrates with Microsoft Outlook, Office 365, OneDrive, Microsoft Teams, and SharePoint for ease of use, faster learning curve, and centralized matter-related information sharing.

User-Friendly Interface: Many users have praised Legal Track for its user-friendly interface, noting that it is especially beneficial for non-tech savvy professionals. They appreciate the software's intuitive design and easy navigation, which allows them to quickly learn how to use it without much training or technical knowledge.

Useful Reporting Features: Reviewers have highlighted the wealth of information offered by Legal Track's reporting features. The software provides comprehensive reports that assist in tracking client matters, contacts, and documents efficiently. Users find these reports highly valuable as they contribute to better organization within the law office and enable informed decision-making.

Seamless Integration with Popular Platforms: Several users have commended Legal Track for seamlessly interfacing with popular platforms such as Sharepoint, Outlook, and Microsoft Teams. This integration enhances the software's functionality and convenience for users who frequently work across multiple platforms simultaneously.

Issues with Microsoft Updates: Some users have expressed frustration when Microsoft updates cause issues with the Legal Track interface, leading to potential disruptions in their workflow.

Difficulty in Identifying Changes: Reviewers have mentioned that it can be challenging to determine where changes or additions need to be made within the software, which may result in confusion and extra time spent navigating the system.

Cumbersome Interface with Sharepoint: The integration of Legal Track with Sharepoint for document storage has been described as cumbersome by some users. This can potentially hinder efficiency and create additional complexities when managing documents.

Conga CPQ

Registered

Verified

Premium Support

Advanced

Coupa

Legal Track

Contract management software is a program or series of related programs for storing and managing legal agreements such as contracts with vendors, leases and licensing agreements.

Contract Authoring

Features related to the contract authoring process.

Contract creation

Includes a document generator and tools for creating new contracts.

Contract templates

Allows users to set up templates or templatize old contracts in order to make new contract creation easier and more consistent.

Clause library/saved fields

Users can save certain fields of a contract for re-use; these may be stored in a template or a clause library.

Integration to CPQ

Integrates to CPQ software so that calculated quotes/configuration details can feed into contracts. This is an important element of automation in the contract authoring process.

PDF generator

Users can generate PDFs of contract documents.

Contract attachments

Users can attach other documents, like invoices, images, meeting minutes, memos, etc, to contracts.

Guided logic

Automated questions (based on company policies and the circumstances of the deal) help with the contract authoring process; this is an example of partial automation.

Contract Collaboration

Features related to collaborating on contracts.

Contract sharing

Users can easily and securely share contracts with internal users and external users. Contracts are accessible.

Contract editing

Contracts can go through multiple drafts and revisions; the software supports multiple versions and version comparison.

Contract merge

Multiple versions of a contract can be merged.

Collaborating on contracts

Internal and external users can collaborate on contracts without changing the text of the contract; this may be done through comments, questions, and/or message board conversations.

MS Word plug-in

Users can make changes to contract language using Microsoft Word.

Approval process

Approval workflows can be configured to streamline and automate the approval process; the approval process is helpful and convenient.

Parallel approvals

Users can set up complex workflows to handle parallel approvals.

Interdepartmental workflows

Users can set up interdepartmental workflows so that contracts can flow between teams in a logical and organized manner.

Contract Monitoring

Features that enable users to monitor the status of contracts.

Contract database

Contracts are stored and organized in a central repository.

VORs

Allows users to send/receive variation order requests and coordinate these with contracts.

Contract search

Users can easily look up contracts within the database.

Contract milestone reminders & alerts

Users can schedule reminders and/or trigger alerts according to contract milestones.

Custom contract reports

Users can create custom reports about the status of contracts, contract timelines, efficiency, and revenue tied to contracts.

Tracking contract status

Users can track the status of a contract as it moves through the approval process and beyond.

Salesforce integration

Integrates to Salesforce so that contracts are tied to contact’s CRM records.

Compliance check

Users can define and enforce complex business rules related to compliance regulations; helps automate or partially automate contract compliance check.

Tools and features to aid in contract management and formation.

Contract Storage

Centralized storage and management of all contracts in one place.

Document Management

Ability to upload, organize, and track changes to contract documents.

Advanced Search and Filtering

Efficient search functionality and advanced filters to quickly locate specific contracts or clause language.

Version Controls

Ability to track and manage different versions of contracts, including changes made and the history of revisions.

Customizable Contract Templates

Pre-defined templates that can be customized for different types of contracts.

Workflow Acceleration

Streamline the contract approval process by automating workflows and notifications.

E-Signatures

Capability to electronically verify user signatures, eliminating the need for physical signatures and enhancing efficiency.

Reminders and Alerts

Automated alerts and reminders for important contract dates, deadlines, and milestones.

Analytics and Reporting

Generate reports and gather insights on contract status, performance, and compliance.

Integration with other Systems

Ability to integrate with other tools, such as CRM or ERP systems, to exchange contract data seamlessly.

TrustRadius is a technology and business research firm based in Austin, Texas. The company is known as a review platform for verified B2B technology and software reviews through a proprietary algorithm and human verification.

Legal Track

Overview

What is Legal Track?