Agility Blue Pricing and Features

Organize work by department, team, sandbox, or archive structure.

Track client records and the work associated with them across your organization.

Organize legal work, projects, communications, and related records by matter.

Group tasks and workflows under broader initiatives with shared ownership and deadlines.

Capture, assign, and manage work using configurable task records and forms.

Record billing entries, pricing, quantities, narratives, and related billing details.

Keep discussions attached to the clients, matters, and tasks they relate to.

Maintain a centralized record of media-related activity and entries.

Track page counts, document counts, native counts, and related volume information.

Maintain the people and entities connected to your work and communications.

Group users for assignments, ownership, mentions, and notification management.

Attach files directly to clients, matters, projects, and tasks.

We work with you to design custom reports that can be accessed directly within the Agility Blue reporting system. Up to 5 custom reports are included at no additional charge.

Stay informed through rule-based and subscription-based notifications tied to activity across your work.

Send emails directly from tasks and automatically convert incoming emails into tasks and comments where supported.

Customize email subjects and message templates for system-generated notifications and communications.

Use a dedicated inbox for your Agility Blue environment to process incoming emails reliably across domains.

Send emails from your organization’s domain to maintain branding and consistency in communications.

Capture the information that matters most to your workflows with configurable fields.

Build forms that guide users through task creation and data capture.

Extend Agility Blue with structured records tailored to your organization’s needs.

Standardize repeatable work with reusable project and task structures.

Update multiple records at once to save time and reduce repetitive effort.

Connect Agility Blue to Relativity environments and bring related workspace information into view.

Work with Agility Blue alongside your email workflows in Microsoft Outlook.

Integrate Agility Blue with your systems and reporting tools through the platform API.

Data is transmitted using secure HTTPS connections with modern TLS protections.

Protect stored data using encryption at rest.

Automatically protect accounts after repeated invalid login attempts.

Support app-based one-time passcode authentication for local accounts.

Assign access levels to users based on the level of control required.

Fine-tune visibility and access across workspaces, records, and system controls.

Integrate with Microsoft work account sign-in and optionally automate user provisioning.

Integrate with Google sign-in and optionally automate user provisioning.

Enable enterprise identity provider integration with SAML2 and automated user provisioning.

Control authentication methods, including enforcing single sign-on and disabling local username/password access.

Access your Agility Blue environment through a unique, branded URL for your organization (e.g., yourcompany.agilityblue.com).

Import and update client records using supported file formats and import workflows.

Import and update matter records using supported file formats and import workflows.

Import and update contact records using supported file formats and import workflows.

Import and update media log records using supported file formats and import workflows.

Import and update billing records using supported file formats and import workflows.

Import and update volume records using supported file formats and import workflows.

Import and update tag records using supported file formats and import workflows.

Import and update supported custom object records using supported file formats and import workflows.