Affinity
- Android app
- Not listed
- Free plan
- No
- Runs on
- api, Web, Windows
Summary
Affinity is legal practice management software for established law firms with complex operational needs, including mid-tier firms seeking to support productivity and growth. It brings matter, document, contact, financial, time, transaction, and billing management together. Documents can be organized across matters, contacts, and clients, with full-text search, matter-linked versions, and a shared forms and precedents library. Automated workflows, time recording, flexible and multi-currency billing, matter-level billing, trust accounting, client ledgers, and project budget tracking support practice operations. The web, Windows, and API options are listed, along with a client portal. Affinity works with Outlook and MS Exchange and supports saving from Word, Excel, and PowerPoint. Reporting includes more than 90 standard reports, dashboards, and custom-report options. Role-based controls and Team Security and Document Profile features help protect sensitive matters. Integrations named by the maker 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. Pricing is on request; prospective customers can request a demo.
Who it is for
Affinity suits established legal firms that need configurable matter, document, billing, and compliance management. Its API and reporting options may also suit firms with development teams or custom reporting needs.
What is good
- Central document storage with full-text search and versioning
- Flexible and multi-currency billing with budget tracking
- More than 90 standard reports and dashboards
- Outlook, MS Exchange, and Office file support
- Trust accounting, client ledgers, and compliance reporting
What to know first
- Pricing is available on request
- Version 26 is described as an on-premises update
Verdict
Affinity combines matter, document, financial, and billing tools for established legal practices. Firms considering it should request pricing and a demo to assess fit for their operational needs.
Compared on legal practice management software
- Trust accounting
- Yesdyedurham.com.au
- Matter-level billing
- Yesdyedurham.com.au
- Client ledgers
- Yesdyedurham.com.au
- Compliance reporting
- Yesdyedurham.com.au
- Platform
- webdyedurham.com.au
Facts
- Client portal
- Yesdyedurham.com.au · 23 Sept 2026
- Document automation
- Yesdyedurham.com.au · 23 Sept 2026
- Time tracking
- Yesdyedurham.com.au · 23 Sept 2026
- Billing and payments
- Yesdyedurham.com.au · 23 Sept 2026
- Purpose
- Affinity is legal practice management software designed to support productivity and growth at mid-tier law firms.dyedurham.com.au · 3 Oct 2026
- Matter management
- It manages matters, documents, contacts, financials, time recording, transactions, and billing.dyedurham.com.au · 3 Oct 2026
- Document management
- It stores documents across matters, contacts, and clients, with full-text search and document versions linked to matters.dyedurham.com.au · 3 Oct 2026
- Workflow and billing
- Features include automated workflows, time recording, flexible billing, multi-currency billing, and project budget tracking.dyedurham.com.au · 3 Oct 2026
- Office integrations
- Affinity integrates with Outlook and MS Exchange and supports saving from Word, Excel, and PowerPoint.dyedurham.com.au · 3 Oct 2026
- Reporting
- The product page states that Affinity includes over 90 standard reports, dashboards, and options for custom reports.dyedurham.com.au · 3 Oct 2026
- Security
- Affinity offers role-based access controls and Team Security and Document Profile features for protecting sensitive matters.dyedurham.com.au · 3 Oct 2026
- Integrations
- The maker lists integrations including PEXA, Mitimes, FeeSynergy, NetDocuments, and Macquarie Bank for Affinity.dyedurham.com.au · 3 Oct 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 · 3 Oct 2026
- 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 · 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 · 3 Oct 2026
- Pricing
- The product page provides a demo request form but does not state a price.dyedurham.com.au · 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 · 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 · 3 Oct 2026
- Intended firms
- The maker describes Affinity as a configurable system for established legal firms with complex operational requirements.dyedurham.com.au · 3 Oct 2026
Company
- Founded
- 1874dyedurham.com.au · 28 Sept 2026
- Headquarters
- Toronto, Canadadyedurham.com.au · 28 Sept 2026
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Sources
- dyedurham.com.au/solution/affinity/· checked 23 Sept 2026
- dyedurham.com.au/solution/integration-partners/· checked 3 Oct 2026
- dyedurham.com.au/affinity-version-26-modern-on-premises-· checked 3 Oct 2026
- dyedurham.com.au/optimising-your-experience-with-affinit· checked 3 Oct 2026