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- LegalSurf
On the recordRead 11 Oct 202620 facts
LegalSurf
LegalSurf · United States, 16192 Coastal Highway, Delaware
Plans and prices
Pro
$99a month
5 to 10 users · Up to 2,000 matters · 1 TB storage
Read 22 Sep 2026 · legal.surf
Plan Pro
$64.35a month
5 a 10 usuarios · hasta 2.000 expedientes · 1 TB de almacenamiento
Read 11 Oct 2026 · legal.surf
On the record
- Access permissions
- Roles, groups, and customizable permissions can restrict access to sections or individual matters and control viewing, creation, editing, deletion, or administration.legal.surf · read 11 Oct 2026
- AI integration
- Its Claude connection can query matters, review tasks, generate reports, and create or update records using natural-language instructions.legal.surf · read 11 Oct 2026
- Calendar sync
- Google Calendar synchronization is user-initiated, bidirectional, limited to selected calendars, and can be disconnected at any time.legal.surf · read 11 Oct 2026
- Centralized work
- The platform brings matters, documents, tasks, clients, fees, expenses, and tracked hours together.legal.surf · read 11 Oct 2026
- Claude plan limit
- The site says the Claude connection is available from the Team plan.legal.surf · read 11 Oct 2026
- Client intake
- Yeslegal.surf · read 22 Sep 2026
- Client portal
- Yeslegal.surf · read 22 Sep 2026
- Deadline responsibility
- LegalSurf provides dates, reminders, tasks, and assignees to help track deadlines, while responsibility for entering and reviewing deadlines and meeting obligations remains with the user's team.legal.surf · read 11 Oct 2026
- Free service
- LegalSurf's terms describe both free FREEMIUM services and paid PREMIUM services.legal.surf · read 11 Oct 2026
- Hosting
- LegalSurf says it uses DigitalOcean PaaS with servers in the United States, and that its cloud providers have SOC 2 and ISO 27001 certified data centers.legal.surf · read 11 Oct 2026
- Implementation and support
- Implementation is described as immediate; the team says it can load submitted Excel data within 48 hours and provides initial setup, training, and three follow-up meetings.legal.surf · read 11 Oct 2026
- Integrations
- LegalSurf says users can connect Google Calendar and link documents from Google Drive, Dropbox, and OneDrive to matters.legal.surf · read 11 Oct 2026
- Matter records
- Each matter can include documents, activity, comments, tasks, assignees, clients, fees, and expenses, with customizable fields and statuses.legal.surf · read 11 Oct 2026
- Mobile
- The site says its iPhone and Android apps let users consult and update matters, review tasks, and receive notifications.legal.surf · read 11 Oct 2026
- Mobile apps
- Yeslegal.surf · read 22 Sep 2026
- Product
- LegalSurf describes itself as collaborative legal management software with AI for law firms and legal teams.legal.surf · read 11 Oct 2026
- Security controls
- The security page lists TLS encryption in transit, encryption at rest for stored data and backups, role-based least-privilege access, tenant isolation, and access monitoring and alerts.legal.surf · read 11 Oct 2026
- Workflows
- The displayed Pro plan includes centralized matter management, automated forms, workflows, and operational reports.legal.surf · read 11 Oct 2026
