Affinity

What Affinity is

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.