BriefBase
BriefBase is a document-centric CRM and practice management tool that released a major feature update in late 2025: a collaborative brief drafting environment with version control, citation checker, and clause bank. Originally a template library, it evolved into a full platform for law firms that handle high-volume litigation or transactional work. The CRM module tracks client relationships and matter stages, while the drafts automatically link to billing codes. BriefBase integrates with Clio, MyCase, and Google Workspace. It has become popular on G2 for reducing document review time by 50% and improving team collaboration on complex filings.
From $59/mo
Key Features
- ✓collaborative brief editor with version control
- ✓built-in citation checker and clause bank
- ✓matter-linked billing code assignment
- ✓CRM with client relationship timeline
- ✓integration with Clio, MyCase, Google Workspace
Pros
- +Easy to use
- +Good support
- +Regular updates
Cons
- -Learning curve
- -Pricing could be clearer