CounselLink Packages

CounselLink offers flexible plans to fit the diverse needs of corporate legal departments from different industries operating environments, staffing levels, and geographies. You choose the right capabilities for your operations and get a proven solution at a predictable cost.

Enterprise Legal Management

Increase visibility of your legal work to control costs and maximize productivity

Core Capabilities

  • Robust legal spend management including e-Billing, Budgeting, Alternative Fee Arrangements, Cost Allocation, Time Keeper Rate Approval, Billing Guideline Management, and more
  • Outside counsel and vendor collaboration via secure sharing of matters, documents, financial details, calendars, and contacts
  • SmartReview® rules engine that automatically reviews, validates, flags, and adjusts line-item invoice charges to comply with billing guidelines
  • Matter management functionality to quickly access, monitor, and track matters from start to finish
  • Matter budgeting features with alerts and thresholds that notify legal department of budget status
  • $30 billion legal spend benchmarking database to compare law firm rates and performance
  • Integration with Microsoft® Outlook
  • Configurable matter and invoice templates and workflow
    • System configuration support tailored to preferences
    • 24/7 support for corporate legal departments and their law firms
    • Ongoing training, education, and networking opportunities
    • Optional Strategic Consultant services to help legal departments advance their operations and achieve their goals

Select A Plan With The Right Features and Support


Simple, cost-effective, and easy-to-use best practice foundation

All core capabilities plus

  • Standard invoice workflows, including automated routing of invoices and multi-cycle invoice appeals process
  • Multiple invoice entry options, including e-Billing, manual, and digitalizing and uploading invoices sent to CounselLink via mail, PDF, or email
  • Configurable billing rules for advance invoice review
  • Predefined and formatted matter templates based on industry best practices
  • Auditable trail of matter activity
  • Matter calendaring, journaling, and contact features
  • Multiple currency support
  • Standard integrations such as Accounts Payable, Single Sign-on, and Service of Process
  • Beta test environment to preview new feature releases prior to deployment
  • Power user access to premium support for complicated requests
  • Over 80 standard reports plus interactive dashboards


Flexible, scalable, and integrated solution with configurable capabilities

All Essentials features plus

  • Additional user custom defined fields and business rules
  • Custom invoice workflows
  • Custom invoice appeals process
  • Custom fee arrangements
  • Custom billing rules
  • Custom matter templates
  • Custom reports and dashboards
  • Global tax handling
  • Additional integration options
  • Additional power user access to premium support for complicated requests
  • Additional vendor management features
  • Legal request feature that enables non-CounselLink users, both internal and external, to submit legal services requests to legal department
  • Monthly configuration administration support
  • Dedicated Account Manager for support, guidance, and expansion opportunities


Comprehensive, unique solution that aligns with enterprise demands

All Advanced features plus

  • Unlimited user custom defined fields and business rules
  • Unlimited custom invoice workflows
  • Unlimited custom fee arrangements
  • Unlimited custom billing rules
  • Unlimited custom matter templates
  • Unlimited custom reports and dashboards
  • Additional integration options
  • Additional power user access to premium support for complicated requests
  • Additional monthly configuration administration support
  • Premier Service Level Agreement
  • Dedicated new release preview sessions
  • Named CounselLink support consultant to act as a liaison for all CounselLink related issues

Optional Legal Hold Module

Add Legal Hold to any CounselLink plan to reduce risk and maintain compliance

Legal Hold

Flexible, scalable and integrated solution with configurable capabilities

  • Centralized repository for all legal hold information
  • Step-by-step process for creating legal hold notifications and acknowledgment web pages
  • Scheduled reminder notifications to ensure custodians continue to preserve relevant documents
  • User-defined questions presented to custodians at the time of acknowledging a legal hold
  • Configurable web page used for custodian acknowledgement
  • User-defined data fields used to hold custodian information
  • Custodian profile that stores information related to a custodian