Affinity
Sydney, New South Wales, Australia
What it is
Affinity is legal practice-management software for established, mid-tier law firms with complex operational needs. It manages matters, documents, contacts, financials, time recording, transactions, and billing. Documents can be organized across matters, contacts, and clients, searched by full text, versioned, and connected to matters. A shared library stores forms and precedents. Automated workflows, flexible billing, multi-currency billing, and project-budget tracking support practice operations. Affinity integrates with Outlook and MS Exchange and allows saving from Word, Excel, and PowerPoint. The maker lists more than 90 standard reports, dashboards, and custom-report options. Role-based controls, Team Security, and Document Profile features address sensitive matters. Named integrations include PEXA, Mitimes, FeeSynergy, NetDocuments, and Macquarie Bank. Version 26 is described as an on-premises update with 64-bit architecture and RedView CRM integration. Client firms can use the Unified API for custom applications and extensions. Platforms include web, Windows, and API access. Pricing is on request.
For and against
For
- Matter, document, financial, and billing management
- Full-text search and document versioning
- Flexible and multi-currency billing
- More than 90 standard reports
- Role-based access controls
Against
- Pricing is available only on request
- Version 26 is described as on-premises
- Custom API work requires development teams or approved vendors
- Designed for complex established firms
The verdict
Affinity brings legal matters, documents, time, billing, reporting, and security into one practice-management system. Its configurable workflows and integrations target established firms, while prospective customers must request a demo and price.
Who it suits
Affinity is intended for established legal firms needing configurable matter, document, billing, trust-accounting, and compliance workflows. It suits firms that can evaluate the system through a demo and request pricing.
On the record
- API
- The maker says the Affinity Unified API is available to client firms for building custom apps and extensions with development teams and approved third-party vendors.dyedurham.com.au · read 3 Oct 2026
- Billing and payments
- Yesdyedurham.com.au · read 23 Sep 2026
- Client portal
- Its configurable client portal supports role-restricted access, secure document upload and download, and Excel data downloads.dyedurham.com.au · read 3 Oct 2026
- Document automation
- Yesdyedurham.com.au · read 23 Sep 2026
- Document management
- It stores documents across matters, contacts, and clients, with full-text search and document versions linked to matters.dyedurham.com.au · read 3 Oct 2026
- Documents and precedents
- It offers central document storage, full-text search, versioning and a shared library for forms and precedents.dyedurham.com.au · read 3 Oct 2026
- Integrations
- The product page describes integration with Outlook and MS Exchange and saving documents from Word, Excel and PowerPoint; it also mentions PEXA and search integrations.dyedurham.com.au · read 3 Oct 2026
- Intended firms
- The maker describes Affinity as a configurable system for established legal firms with complex operational requirements.dyedurham.com.au · read 3 Oct 2026
- Matter management
- It manages matters, documents, contacts, financials, time recording, transactions, and billing.dyedurham.com.au · read 3 Oct 2026
- Office integrations
- Affinity integrates with Outlook and MS Exchange and supports saving from Word, Excel, and PowerPoint.dyedurham.com.au · read 3 Oct 2026
- Pricing
- The product page provides a demo request form but does not state a price.dyedurham.com.au · read 3 Oct 2026
- Purpose
- Affinity is legal practice management software designed to support productivity and growth at mid-tier law firms.dyedurham.com.au · read 3 Oct 2026
- Reporting
- The product page states that Affinity includes over 90 standard reports, dashboards, and options for custom reports.dyedurham.com.au · read 3 Oct 2026
- Security
- Affinity offers role-based access controls and Team Security and Document Profile features for protecting sensitive matters.dyedurham.com.au · read 3 Oct 2026
- Support
- The maker offers solution consulting, custom reporting, and onsite or remote training; the Affinity page invites prospective customers to book a demo.dyedurham.com.au · read 3 Oct 2026
- Support and training
- Dye & Durham describes Affinity support through its Support Centre and offers e-learning, training and solution consulting to users.dyedurham.com.au · read 3 Oct 2026
- Time tracking
- Yesdyedurham.com.au · read 23 Sep 2026
- Version 26
- The maker describes Version 26 as an on-premises platform update with a 64-bit architecture and a RedView CRM integration.dyedurham.com.au · read 3 Oct 2026
