Engage Legal Project Management

End to End Legal Project Management Software

Effectively manage projects through their entire life cycle, and meet client expectations without compromising profitability. Engage provides a unified approach to handling law firm project management, from project and budget planning to progress reports.

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With state of the art capabilities built to help lawyers plan matters using alternative fee arrangements, Engage offers step-by-step guidance through all aspects of matter planning, including building, budgeting, overseeing and profitability analysis.

Engage enables you to effectively plan and budget using an extensive library of highly detailed matter templates. You can assign personnel and build your budget as you build your plan, with predictive pricing and profitability models that address client constraints while helping you stay profitable.

Key Features

Successful legal project management always starts with a realistic and comprehensive plan and budget. Engage helps you create a thorough plan and build out a detailed budget as you go. You can plan a new matter using a standard plan, clones of previous matters, or state-of-the-art matter templates. With Engage, you now have the ability to plan, realistically and precisely, without guesswork.

Engage pulls rate and cost information from your financial system as you assign resources to a matter.  Predictive pricing and profitability models help you address client constrains, including alternative fee arrangements, and stay profitable. With Engage, you have the tools to plan for a multitude of scenarios so that you can present your clients with the best options.

Engage serves as a one-stop shop for managing and monitoring all of your matters and produces real-time snapshots of the financial health of any matter in your portfolio. This helps you monitor your matters in real time, adjust when necessary, and give your clients the information they expect on an ongoing basis. You can access your entire book of portfolios and active matters from the Home Page. And, because Engage links to your financial, time-and-billing, and docketing systems, you’ll have up-to-date information to make decisions quickly, keep your matter teams on track, and respond instantly to client inquiries.

Providing information to your clients from the onset encourages follow-up communication and reduces misinterpretations. By linking to your financial, time-and-billing, and docketing systems, Engage tracks every activity related to your matter, and shows you your budget, actual items billed, and any variance. Budget-to-Actual Run Reports load automatically and help foster close communication between you and your client. They also allow you to keep abreast of issues that threaten your scope or timeline.

Once a case closes, you can analyze your performance for better efficiency in the future using powerful profitability analysis and reporting capabilities. The user-friendly dashboard streamlines matter and portfolio management and lets you mine information from past matters to use in future matters. You can review matters individually or in groups of like matters, so you can review and refine working processes to compete more effectively, become more efficient, and produce better, more consistent results.


Achieve predictable pricing, a satisfactory client outcome, and a profitable bottom line with Engage, the full-spectrum legal project management solution.

Contact your account representative by completing the Information Request Form at the top of this page or by calling +1 800-977-6529.