Legal Software Spotlight: PageLight Prime – Built for Modern Law Firms

In today’s fast-paced legal environment, firms need more than just document storage and email—they need a platform that ties everything together, automates repetitive tasks, and keeps teams connected in real time.

Enter PageLightPrime—a legal practice management solution built natively on Microsoft 365. For firms already using Outlook, Word, Teams, and SharePoint, this platform is a seamless, intuitive next step toward a smarter, more efficient back office.

Built on Microsoft 365—Use the Tools You Already Know

Unlike many practice management platforms that require steep learning curves and disconnected third-party tools, PageLightPrime is fully integrated into the Microsoft 365 ecosystem.

That means your team can:

• Draft and edit documents in Word and save directly to client folders in SharePoint

• Communicate and collaborate through Teams

• Schedule, follow up, and manage client meetings via Outlook

• Leverage Microsoft’s robust security infrastructure to keep client data safe and compliant

If your firm already lives in the Microsoft suite, there’s almost nothing new to learn—just new ways to work smarter.

Built-In Bookkeeping—No QuickBooks Required

Say goodbye to juggling multiple platforms just to get your billing out the door. PageLightPrime features bookkeeping capabilities built directly into the system, eliminating the need for third-party financial software like QuickBooks.

• Track billables and expenses in real time

• Generate invoices with a few clicks

• Maintain trust accounting compliance

• Create detailed financial reports for partners and clients

For law firms who prefer to keep everything under one roof, this feature alone is a game-changer.

Full CRM Functionality

PageLightPrime isn’t just about managing documents—it’s about managing relationships.

With its built-in CRM, your firm can:

• Track leads, referrals, and client communication history

• Automate follow-ups and intake workflows

• Keep detailed notes on each contact

• Generate reports on conversion rates and client retention

Whether you’re a solo practitioner or managing a growing team, having this data at your fingertips makes your business development smarter and more intentional.

Case Management—Tailored to Your Practice Areas

PageLightPrime helps law firms manage cases efficiently, from intake to final invoice, with workflows customizable to a variety of practice areas. For example, firms handling Personal Injury, Family Law, or Estate Planning can benefit from specialized workflows—but the platform is flexible enough to support virtually any practice area.

• Organize all case information—client details, notes, documents, and correspondence—in one secure location
• Customize workflows to match the needs of your specific practice area, ensuring no steps are missed
• Track deadlines and court dates automatically, reducing the risk of missed filings
• Monitor case progress with dashboards and reports
• Collaborate securely with colleagues and external parties in real time

Whether managing a single matter or a complex portfolio, PageLightPrime streamlines operations, improves client service, and keeps your team on top of every case.

Law Society Compliance—Built for Canadian Firms

PageLightPrime helps Canadian law firms stay aligned with Law Society rules and regulatory requirements. From trust accounting to data privacy, the platform supports your compliance obligations so your firm can focus on practicing law, not paperwork.

• Maintain trust accounting compliance in accordance with provincial Law Society rules
• Track client funds and billing accurately and transparently
• Secure sensitive data with Microsoft 365’s enterprise-grade encryption, supporting PIPEDA and other privacy regulations
• Generate audit-ready reports for partners or regulators with just a few clicks

By integrating compliance tools directly into your workflow, PageLightPrime reduces errors, ensures transparency, and helps your firm meet professional obligations without extra administrative burden.

Law Society Compliance—Built for U.S. Firms

PageLightPrime also helps U.S. law firms stay compliant with state Bar rules and IOLTA requirements. From trust accounting to client data protection, the platform keeps your firm aligned with professional obligations while reducing administrative burden.

• Maintain IOLTA trust accounting compliance across state-specific regulations
• Track client funds and billing accurately and transparently
• Secure sensitive data with Microsoft 365’s enterprise-grade encryption, supporting ABA cybersecurity guidelines and state privacy rules
• Generate audit-ready reports for partners, auditors, or regulators with ease

By integrating compliance tools directly into your workflow, PageLightPrime helps your firm meet regulatory obligations, minimize errors, and focus on practicing law rather than paperwork.

Real-Time Document Collaboration

Need to edit a draft motion while your colleague finalizes exhibits? With PageLightPrime’s SharePoint-powered document collaboration, your entire team can:

• Work on the same document, in real time

• Leave comments and track version history

• Access files securely from anywhere, on any device

It’s seamless, secure, and fully backed by Microsoft’s enterprise-grade cloud.

Email + Workflow Automation = Serious Time Savings

PageLightPrime also includes a built-in email management tool to streamline communication with clients and opposing counsel. Even better? You can tie it directly into automated workflows that:

• Trigger follow-ups after key dates

• Notify staff of outstanding tasks

• Send retainer reminders or intake forms automatically

• Track next steps across matters without constant micromanaging

It’s automation designed specifically for legal workflows—not just generic task lists.

Is PageLightPrime Right for Your Firm?

If your firm already uses Microsoft 365 and you’re tired of disconnected tools, manual admin tasks, or underused software subscriptions, PageLightPrime might be the perfect fit.

At AVS Legal, we help law firms identify, implement, and optimize the right tech stack—without overwhelming your team. Let’s chat about whether PageLightPrime is right for your practice.