Legalboards

What Legalboards does

Legalboards is a vertical SaaS platform that provides visual workflow management for small and mid-size law firms. The product is built around Kanban-style boards where each matter is represented as a card moving through configurable stages, with automatic task creation on stage change, triggered notifications to assigned owners, and a 48-hour stall-detection safety net that flags matters that have not progressed. The platform sits on top of existing case management systems — Clio, MyCase, PracticePanther, and Filevine — pulling matter data from these systems of record rather than replacing them, and extending to billing (LawPay), calendar (Office 365), documents (Google Drive, Docketwise, Docuplayer), and intake/marketing (Lawmatics, Clerx). Infrastructure is SOC 2, ISO 27001, FedRAMP, PCI DSS, and GDPR compliant, and Legalboards is a Clio-recommended platform.

The company sells on a per-user subscription with three tiers: Starter at $24/user/month, Standard at $39/user/month, and Professional at $58/user/month, with a 20% discount on annual billing. Go-to-market is product-led: a 7-day free trial with no credit card required, under-10-minute setup, and no IT involvement, supplemented by a sales-assisted motion (demos, workflow consultants) for mid-market prospects. Marketing runs on SEO-optimized educational content, monthly webinars, YouTube video tutorials, an ROI calculator, and partner referrals through the Clio marketplace. The target customer is small and mid-size law firms with 3-50 staff across practice areas including estate planning and probate, corporate, personal injury, family, criminal, and tax planning, with persona-specific solutions for managing partners, office managers, and paralegals.

Legalboards is operated under the legal entity BOX SUITE INC., a privately held US corporation. It was founded in 2016 (per firmographic data) with the product commercially available from at least 2022 (Strauss Attorneys customer since 2022). The company has 1-10 employees, no disclosed institutional funding rounds beyond an April 2019 Google for Startups program award, and at least 100 firms have adopted the platform according to marketing materials. No revenue figures are disclosed. The co-founders are Tainã Miranda and Rafael Miranda. The Ultrahaus entity referenced in company materials appears to be a technology or hosting partner rather than a disclosed parent.

Name

Legalboards

Legal name

BOX SUITE INC.

Website

https://legalboards.com

Company type

Private

Founded year

2022

Operating status

Operating

Headcount range

1–10 employees

Short description

Legalboards is a vertical SaaS platform that adds a visual Kanban-based workflow and automation layer on top of existing case management systems for small and mid-size law firms, serving partners, office managers, and paralegals across practice areas including estate planning, personal injury, and corporate law.

Ownership category

akta.pro rank

Product category

Legal Practice Management Software

NAICS

Other Legal Services (54119)

SIC

Services-Legal Services (8111)

akta.pro primary industry

Legal Practice Management & Case Management (BPAEAPAC)

Keywords

• Legal workflow management
• Law firm software
• Case management automation
• Legal project management
• Practice management integration

Headquarters

HQ city

Toronto

HQ country

Canada

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Software

Cost components

Personnel, Technology or R&D, Infrastructure, Marketing or Sales, Operations

Revenue model

1. SaaS Subscription (Per User): Monthly or annual subscription tiers billed per user. Annual plans offer 20% savings. Revenue is recurring based on user seats across law firm teams.

Pricing tiers

Go-to-market motion1 record

Distribution channels4 records

Marketing channels9 records

Core offering

Legalboards is a Kanban-based legal project management SaaS that adds a visual workflow layer on top of existing law firm case management systems such as Clio, MyCase, PracticePanther, and Filevine. It structures matter stages, automates task handoffs and notifications, and provides a 48-hour stall-detection safety net so firms can see the status of every matter without meetings or manual follow-ups. The platform serves solo practitioners through mid-size law firms across practice areas including estate planning, probate, corporate, personal injury, family, criminal, and tax planning.

Product overview

Legalboards is a unified law firm workflow management platform built around visual Kanban-style boards. The core Legalboards platform sits on top of existing practice management systems (Clio, MyCase, PracticePanther, Filevine) and adds a workflow layer that makes work visible, structured, and automatic. The platform includes three solution verticals targeting different firm roles: Partner Solutions (executive dashboard, risk control, 48-hour safety net), Office Manager Solutions (workflow consistency, operations management), and Paralegal Solutions (coordination management, task tracking). Key feature modules include Workflow Automation (automatic task creation, triggered notifications, stage transitions), Operational Visibility (real-time status tracking, workload visibility, blocker surfacing), and Deadline Tracking. The product is offered through three pricing tiers: Starter ($24/user/mo), Standard ($39/user/mo), and Professional ($58/user/mo). Additional offerings include Custom Projects (custom integration and feature development), an ROI Calculator, and free Workflow Optimization Checklist resources. The platform integrates with practice management systems, billing tools (LawPay), productivity tools (Office 365, G Suite), and document storage (Google Drive, Docketwise, Docuplayer).

Differentiator

Problem solved

Functional benefit

Products and services

• Legalboards Core Platform Law firm workflow management SaaS that structures how work moves through visual Kanban-style boards, providing real-time case status visibility, workflow automation with automatic task creation and stage transitions, deadline tracking, and operational oversight for solo practitioners through mid-size law firms. Sits on top of existing case management systems (Clio, MyCase, PracticePanther, Filevine) without replacing them.
• Partner Solutions Persona-targeted solution for Managing Partners that delivers an executive dashboard showing case progress, team activity, stalled work, and risk exposure across the firm. Includes the 48-hour safety net with automated alerts for stale cases, a visual audit trail of stage changes and handoffs, and multi-office governance capabilities.
• Office Manager Solutions Persona-targeted solution for Office Managers providing workflow consistency and operations management across the entire team. Tracks workflows firm-wide, eliminates chasing updates, and centralizes tracking in a single place.
• Paralegal Solutions Persona-targeted solution for Paralegals providing coordination load management. Surfaces what needs to happen next on every case, reduces status update interruptions, and tracks matter progress with clear stages and ownership.
• Custom Projects Custom integration and feature development service that builds tailored solutions for law firms, including custom integrations with existing software, personalized automations or features, and custom reporting solutions. Targets firms needing bespoke workflow capabilities beyond the standard platform.
• Consulting Services Consulting services for legal operations assistance, available as part of Legalboards' Resources & Help section to help firms structure their first workflows and operationalize the platform.

Quantifiable outcome

• 15+ hours/week coordination overhead eliminated per firm
• +7 more outcomes

Named customers5 records

Segments5 records

Ideal customer profiles1 record

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration11 records

AI capability2 records

Feature7 records

Partnerships

Seven partnerships are on record, tiered flagship, core, minor and parent.

• Clio (LexisNexis)flagshipTechnology or IntegrationDeep two-way integration with Clio matter management system. Legalboards is a Clio-recommended platform. Pulls matter data (name, client, assigned staff, dates) from Clio into workflow boards. Time entries and billing stay in Clio. Integration reduces duplication. Goldberg & Osborne case study specifically cites Clio recommendation as reason for adoption.
• MyCasecoreTechnology or IntegrationIntegration with MyCase practice management system. Works alongside MyCase as workflow layer without replacing it.
• PracticePanthercoreTechnology or IntegrationIntegration with PracticePanther practice management system. Supports workflow automation on top of PracticePanther matter records.
• FilevinecoreTechnology or IntegrationIntegration with Filevine practice management system. Listed in Legalboards integrations page alongside Clio, MyCase, PracticePanther.
• Office 365 / Microsoft 365coreTechnology or IntegrationOffice365 Calendar integration announced and documented. Allows direct connection between Legalboards and calendar for scheduling.
• ClerxminorGTM or Marketing PartnerCollaborative webinar partnership on intake optimization. Joint webinar 'How Law Firms Lose Clients During Intake (And How to Fix It)' with Clerx CEO Michael Brunman. Clerx offers 50% off first month for Legalboards webinar attendees.
• UltrahausparentOthersParent company. Legalboards is an Ultrahaus company as stated in footer. Ultrahaus provides company infrastructure and support.

Scale indicators11 records

Recent moves6 records

Expansion highlights6 records

Direct peers

• Clio: Legal practice management SaaS serving SMB and mid-market law firms. Direct system-of-record alternative to Legalboards' workflow layer; integrates deeply with Legalboards and competes for the same COO/firm-administrator budget.
• MyCase: Practice management platform for small and midsize law firms. One of Legalboards' primary integration partners and a direct alternative for firms evaluating workflow and matter management in a single product.
• PracticePanther: Cloud legal practice management software serving SMB law firms. Sits in the same integration ecosystem as Legalboards and overlaps on matter tracking, intake, and workflow automation.
• Filevine: Legal case management platform with strong workflow and document automation capabilities. A direct integration partner and the most feature-rich substitute Legalboards would compete against upmarket.
• Smokeball: Legal practice management and automatic time tracking for SMB law firms. Competes for the same managing-partner and paralegal personas Legalboards targets.
• CARET Legal: Practice management platform for solo, small, and midsize law firms with built-in accounting. Comparable end-to-end suite competitor where workflow automation is bundled rather than a separate layer.
• CosmoLex: Legal practice management with integrated accounting for small firms; comparable to CARET Legal as a bundled alternative to adding a standalone workflow layer like Legalboards.

Broad incumbents

• Monday.com: General-purpose visual work management platform used by some law firms as a Kanban substitute. Indirect competitor on workflow visualization but lacks legal-domain specialization and CMS integrations.
• ClickUp: All-in-one productivity and project management platform. Increasingly used by operations teams as a workflow alternative; lacks the legal-specific matter modeling and CMS integrations of Legalboards.

Emerging players

• Litify: Legal practice management built on Salesforce for plaintiff-side and mid-market law firms. An emerging competitor with overlapping workflow/intake capabilities aimed at larger firms than Legalboards' core SMB base.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights6 records

Customer concentration

• YouTubeyoutube.com/channel/UCk6WlCDFq8y9--a1baC-5sg
• LinkedInlinkedin.com/company/legalboards
• Xx.com/legalboards
• Facebookfacebook.com/legalboards

Compliance5 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles2 records

Funding overview

Funding rounds1 record

Investors1 record

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Legalboards