PrivyCounsel

PrivyCounsel offers cloud-based legal case management software with tools for billing, document sharing and client communication. In practice that means moving data between systems on a schedule without hand-built scripts.

Who is it for? Mostly data and ops teams. They also list Consulting, Data Management and Legal Tech, so expect those to show up in the feature set. As a very small product team themselves (1 to 10 people), they tend to serve customers of a similar scale best. You will probably talk to the people who build it, which is great until you need 24/7 support.

PrivyCounsel is based in Mission Viejo, California. You can read more at privycounsel.com.

Our checklist for this category: connector coverage, sync frequency, and row-based pricing. Ask for a trial on your own data, not a canned demo.

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