Affinity

7.1easy start · #46 of 141
in Legal Practice Management Software

Runs on api, Web, Windows.

Affinity is ranked #46 of 141 in legal practice management software on The Geeks Club. It runs on API, Web, Windows.

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Client portal: Yes
Document automation: Yes
Time tracking: Yes
Billing and payments: Yes
Purpose: Affinity is legal practice management software designed to support productivity and growth at mid-tier law firms.
Matter management: It manages matters, documents, contacts, financials, time recording, transactions, and billing.
Document management: It stores documents across matters, contacts, and clients, with full-text search and document versions linked to matters.
Workflow and billing: Features include automated workflows, time recording, flexible billing, multi-currency billing, and project budget tracking.
Office integrations: Affinity integrates with Outlook and MS Exchange and supports saving from Word, Excel, and PowerPoint.
Reporting: The product page states that Affinity includes over 90 standard reports, dashboards, and options for custom reports.
Security: Affinity offers role-based access controls and Team Security and Document Profile features for protecting sensitive matters.
Integrations: The maker lists integrations including PEXA, Mitimes, FeeSynergy, NetDocuments, and Macquarie Bank for Affinity.
Version 26: The maker describes Version 26 as an on-premises platform update with a 64-bit architecture and a RedView CRM integration.
API: The maker says the Affinity Unified API is available to client firms for building custom apps and extensions with development teams and approved third-party vendors.

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