WorkflowMax for Lawyers - a worthy alternative to Legal Practice Management Systems
Nadine Haines | TrustRadius Reviewer
Updated August 14, 2015

WorkflowMax for Lawyers - a worthy alternative to Legal Practice Management Systems

Score 9 out of 10
Vetted Review
Verified User
Review Source

Overall Satisfaction with WorkflowMax

It is used across the entire firm. All staff use it for time recording, but we have recently started generating invoices from WorkflowMax and are looking at utilising other features, such as milestones, reminders etc. We also use the reporting features, in particular WIP and custom time reports.
  • Time recording is very user-friendly, this is really important for busy lawyers.
  • I'd like to see functionality for system-generated client numbering, configurable to how the client wants it. For example, we have a 3 digit client number, followed by a 2 digit matter number, e.g. 123-45. This configuration was generated by our prior system (which was a specific LPM system). Since moving to WorkflowMax we've had to use an excel spreadsheet to generate a new client or matter number which is far from ideal.
  • Bring back customised branding! Under the old UI we had our logo and corporate colours. Realise WorkflowMax are trying to differentiate from Xero, but the green is pretty awful.
  • Would also be great if the template customising was more user-friendly.
  • I'd also like to see figures show GST exclusive by default. For example when I go into a job, click on the financial tab, I'd like to see the invoices already charged against that job as GST exclusive. I feel there is too much of a mix between GST exclusive and inclusive across the system and it should be one or the other by default.
  • Biggest impact has been automation of client invoicing. Prior to using WorkflowMax, invoices were generated in Word, usually a template from a prior invoice to that client. Now the invoice is generated in WorkflowMax, saved as a draft, exported to Word, uploaded to Microsoft SharePoint, then shared with the invoice author. This has cut down on mistakes and unnecessary admin time.
I made comparisons with two Legal Practice Management systems, InfinityLaw and OneLaw. These systems were more expensive and had functionality/modules which we did not require. I am experienced with WorkflowMax so that was a key factor, along with pricing. I also felt it was more likely that WorkflowMax will at some stage integrate with Microsoft SharePoint, compared with the others.

I would not recommend it to law firms who deal with trusts, conveyancing or a high volume of trust account transactions, as it lacks the functionality to deal with those types of legal work. However for anyone doing reasonably straight-forward professional work, at time and costs or a fixed priced basis, it's ideal.

One of things I liked best when I chose it was that it wasn't overspeced with bells and whistles that we didn't need.

WorkflowMax Feature Ratings

Task Management
Not Rated
Resource Management
Not Rated
Gantt Charts
Not Rated
Scheduling
Not Rated
Workflow Automation
Not Rated
Team Collaboration
Not Rated
Support for Agile Methodology
Not Rated
Support for Waterfall Methodology
Not Rated
Document Management
5
Email integration
Not Rated
Mobile Access
Not Rated
Timesheet Tracking
9
Change request and Case Management
Not Rated
Budget and Expense Management
Not Rated
Quotes/estimates
6
Invoicing
9
Project & financial reporting
Not Rated
Integration with accounting software
10