Overview

Legal Authority is designed to move a matter from prospective-client intake through ongoing case administration. Adaptive forms, a 24/7 AI chatbot, lead scoring and routing, automated follow-ups, consultation booking, referral tracking and engagement-document e-signature address the front of the funnel. Automated SMS, email and portal updates handle routine client communication.

Its AI document engine uses firm templates and client information to produce demand letters, engagement letters, pleadings, motions and contracts. Workflow automation assigns tasks, calculates deadlines and sends notifications, while CRM pipeline dashboards expose follow-up work. Firms can retain Clio, MyCase or Filevine and add the MedChron chronology service rather than replacing those systems.

Key features

Intake and client management

Adaptive forms and chatbot coverage can collect information outside office hours, while scoring, routing and follow-up automation help teams act on leads consistently. Voice AI minutes are capped by plan, so high-volume phone intake needs careful allowance planning. SMS, email and portal updates provide several ways to keep clients informed without relying on manual status messages.

Documents, workflows and AI safeguards

Template-based generation is useful for firms producing repeatable legal documents, but every plan limits AI-generated document volume. Outputs are flagged for attorney review before transmission, and firm data is not used to train general AI models. Claimed SOC 2 Type II certification, AES-256 encryption in transit and at rest, role-based controls and audit logs support firms with formal governance requirements. The site also describes HIPAA-aligned handling, GDPR and CCPA compliant architecture, and ABA Model Rules compatible guidance.

MedChron

MedChron is the specialist option for medical-record-heavy work. Each case supports up to 2,000 pages, with a $0.03 charge for every additional page, and a stated 24-hour turnaround guarantee. A free case is offered after signing a BAA and uploading records securely, making the service easier to evaluate before committing.

Pricing

There is no free plan. A free trial is offered, and monthly plans qualify for two months free when prepaid annually.

Plan	Price and allowance	Best fit
MedChron Pay-As-You-Go	399.00 USD per case; one case, no commitment; up to 2,000 pages, additional cases at the same rate	Occasional chronology work
Practice Associate	449.00 USD/month; 1–4 users, 200 AI documents, 250 voice-AI minutes	Small document-and-deadline teams
Clinical Associate	679.00 USD/month; 1–4 users, two chronologies plus demand letters, 150 AI documents, 200 voice-AI minutes	Small injury, disability or malpractice firms
Practice Counsel	899.00 USD/month; 5–10 users, 500 documents, 400 voice-AI minutes	Growing non-medical-record practices
MedChron Essential	975.00 USD/month; three cases, then $325 each; 2,000 pages per case	Regular chronology volume
Clinical Counsel	1179.00 USD/month; 5–10 users, five chronologies plus demand letters, 400 documents, 300 voice-AI minutes	Mid-sized clinical practices
Practice Partner	1599.00 USD/month; 11–20 users, 1,000 documents, 600 voice-AI minutes	Larger practice teams
Clinical Partner	1979.00 USD/month; 11–20 users, 12 chronologies plus demand letters, 750 documents, 600 voice-AI minutes	Large clinical teams
Practice Firm	2499.00 USD/month; 21+ users, 1,800 documents, 800 voice-AI minutes	Enterprise-scale practice operations
Clinical Firm	2979.00 USD/month; 21+ users, 20 chronologies plus demand letters, 1,350 documents, 700 voice-AI minutes	Enterprise clinical operations

The cheaper Associate tiers restrict teams to four users and lower production quotas. Counsel, Partner and Firm tiers increase seats and capacity, but the substantial monthly step-up only makes sense when those allowances are consumed. MedChron Pay-As-You-Go avoids commitment; Essential is more economical for firms processing three cases every month, provided its $325 overage rate fits demand.

Platforms

Legal Authority runs on the web. Dedicated onboarding support is intended to get firms operational in days.

Who it's for

Choose Practice for firms centered on documents, deadlines, intake and CRM rather than medical records. Choose Clinical for personal-injury, disability and medical-malpractice practices needing recurring chronologies and demand letters. MedChron Pay-As-You-Go suits firms that need an occasional chronology or want to evaluate one case; MedChron Essential suits steadier three-case monthly workloads.

Pros and cons

Pro: Intake, communications, document generation, workflows and CRM are brought into one operating model.
Pro: MedChron can complement Clio, MyCase or Filevine, protecting an existing practice-management investment.
Pro: Attorney-review flags, audit logs and stated security controls support regulated legal workflows.
Con: There is no free plan, and entry pricing starts at 449.00 USD per month for Practice Associate.
Con: Document, chronology and voice-AI quotas can force an upgrade or extra charges as volume grows.
Con: The web-only platform will not suit firms requiring native mobile applications.

Alternatives

Legal CRM Software is the broader category to compare when you want to survey CRM-focused products before selecting an all-in-one legal platform.

Referent is the better starting point for a free, cross-platform option: its Free plan costs 0.00 USD, includes AI usage and needs no credit card.

MapleConnect suits teams wanting a free core CRM or a 199.00 USD/month flat-rate Essential plan with automation rather than Legal Authority's higher legal-AI tiers.

CosmoLex is a lower-cost paid alternative with Android, iOS and web access; Launch is 49.00 USD per user per month and includes time tracking, invoicing and trust accounting.

Senitix CRM is preferable for a small team needing a permanent free web plan with two users and defined contact, lead and deal caps.

CaseDesk is worth choosing for straightforward lead capture and follow-up at 29.00 USD/month for one user, rather than broad AI document and chronology capacity.

Lawmatics is an alternative for intake, lead management, calendaring, forms, e-signature, SMS and task management, with pricing supplied through its plans.

Esqase is another paid practice-management option with matters, custom workflows and a full workspace, using per-user monthly or annual billing.

Liteo fits buyers seeking a low-cost CRM plan: 7.00 USD per user per year on annual billing or 9.00 USD per month, with unlimited contacts, businesses and deals.

Verdict

Legal Authority is best for law firms that want integrated intake, AI-assisted legal documents and workflow automation, especially clinical practices that will use its chronology allowances. Its strongest reason to choose it is the combination of legal-specific generation, review safeguards and MedChron integration. Look elsewhere if you need a free or mobile-first product, or if your usage will not justify the monthly quotas and higher-tier pricing.

	Caseagent	Legal Authority
Free plan	No	No
Free trial	No	Yes
Paid from	$149/mo	$449/mo
Platforms	Web	Web
Free plan	No	No
Intake forms	No	Yes
Lead pipeline	No	Yes
Referral tracking		Yes
Consultation booking		Yes
Email and SMS		Yes

Caseagent vs Legal Authority

Caseagent

Legal Authority