---
title: "Lateral Software Pricing, Alternatives & More 2026 | Capterra"
description: "With the help of Capterra, learn about Lateral Software - reviews, pricing plans, popular comparisons to other AI Legal Workflow Automation products and more."
source_url: "https://www.capterra.com/p/206467/Lateral/"
page_type: "product"
language: "en"
---

# 

 Lateral Software Review 2026: Features, Reviews, Integrations, Pros & Cons

Last updated on September 10, 2026

Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team.

[Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Support](#support)[Reviews](#reviews)

Lateral

## What is Lateral?

Lateral Technology's flexible software platform streamlines business operations to enable organisations to work more efficiently. Lateral offers next generation CRM and Case Management Software focused on serving Legal, Government, Finance, Contact Center and Collections Departments around the world by automating more of the manual tasks alongside slick usability to minimise the time operators have to spend in the system.

## What is Lateral used for?

[Government](https://www.capterra.com/government-software/)[AI Legal Workflow Automation](https://www.capterra.com/ai-legal-workflow-automation-software/)[Debt Collection](https://www.capterra.com/debt-collection-software/)

Top alternative

Featured

Overall rating

Based on 4 user reviews

Reviews sentiment

Positive

\-

Neutral

\-

Negative

\-

Starting price

£50

Per User, Per Month

Free trial  
available

Includes Free Version

Capterra Shortlist charts the highest-rated and most popular products...

Our "Best of" badge program showcases products with the highest ratings...

Our "Best of" badge program showcases products with the highest ratings...

Do you work for Lateral?[Manage this product listing](https://www.g2.com/products/lateral-technology-lateral/claim_requests/new?auto=true)

## Compare with a popular alternative

Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status.

### Lateral

5.0 (4)

VS.

[4.6 (6,117)](https://www.capterra.com/p/147657/monday-com/reviews/)

Starting Price

£50

Per User, Per Month

Starting Price

$9

Per User, Per Month

Free Trial

Free Version

Pricing Options

Free Trial

Free Version

Ease Of Use

5.0 (4)

Ease Of Use

4.5 (19)

Value For Money

5.0 (4)

Value For Money

4.3 (19)

Customer Service

5.0 (4)

Customer Service

4.4 (19)

## Lateral alternatives

[4.7 (1,747)](https://www.capterra.com/p/105428/Clio/reviews/)

Starting price

$49.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

94%

of reviewers

rated it above 4 stars

[4.4 (3,329)](https://www.capterra.com/p/120109/Xero/reviews/)

Starting price

$25.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

88%

of reviewers

rated it above 4 stars

[4.4 (1,055)](https://www.capterra.com/p/130400/TheraNest-Mental-Health/reviews/)

Starting price

$29.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

87%

of reviewers

rated it above 4 stars

Highest Rated

[Case Master Pro](https://www.capterra.com/p/79319/Case-Master-Pro/)

[5.0 (19)](https://www.capterra.com/p/79319/Case-Master-Pro/reviews/)

Starting price

$50.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

100%

of reviewers

rated it above 4 stars

[Learn More](https://www.capterra.com/p/79319/Case-Master-Pro/)

## FAQs about Lateral

Overview

### What company size and specific industries is Lateral built for?

Lateral is designed for public sector organizations and financial operations teams, including local authorities, central government, credit control departments, and debt enforcement agencies. It is suited to government bodies and businesses handling debt recovery and credit management, from municipal agencies to larger enterprise finance departments.

Features and Usability

### What are the key features of Lateral?

Lateral offers case management, document management, client management, and contact management for organizing records and communications. It also includes workflow automation, task management, approvals, reminders, and deadline management, plus billing and invoicing, payment collection, reporting, and access controls for regulated processes.

Integrations

### Which third-party tools and platforms does Lateral integrate with?

Lateral integrates with mobipaid Customer Point of Sale for payment-related workflows. The available integration catalog is limited in the provided data, so the confirmed third-party connection centers on mobipaid Customer Point of Sale and supports customer payment processing.

Answer based on 1 reviews

Getting Started and Support

### What training and onboarding options does Lateral offer?

Lateral provides in person training, live online sessions, webinars, documentation, and videos to help teams get started. In person and live online formats support guided instruction, webinars provide scheduled group learning, documentation offers written reference material, and videos allow self-paced review of features and setup steps.

Getting Started and Support

### What customer support options does Lateral offer?

Lateral provides email/help desk, FAQ/forum, knowledge base, phone support, and chat. No reviewer feedback is available about support quality, response times, or common frustrations, so the support experience cannot be assessed from user comments alone.

## Features

AI summary

Based on 287 AI Legal Workflow Automation reviews

Capterra data shows that buyers of government software rank the following features as their top priorities:

-   **Financial Management** (**75%** of reviewers rated this feature as critical)
-   **Workflow Management** (**44%**)
-   **Activity Dashboard** (**39%**)

Lateral supports **Workflow Management** and **Activity Dashboard**, giving teams a way to manage internal processes and monitor ongoing work in one place. However, it does not offer **Financial Management**. Instead, it provides other features that reviewers also consider important, including **Access Controls/Permissions** (**52%**), **Purchasing & Receiving** (**45%**), and **Compliance Management** (**40%**). These capabilities help organizations control user access, manage procurement tasks, and stay aligned with regulatory requirements, allowing teams to maintain oversight and accountability across daily operations.

Access Controls/Permissions

Define levels of authorization for access to specific files or systems

Accounting Integration

Integrate with a third-party accounting system

Activity Dashboard

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Activity Tracking

Track and document all activities across devices, networks, and other systems

Alerts/Notifications

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

API

Application programming interface that allows for integration with other systems/databases

Lateral 79 features

### All Features
- Access Controls/Permissions: Define levels of authorization for access to specific files or systems
- Accounting Integration: Integrate with a third-party accounting system
- Activity Dashboard: Dashboard to view the status of ongoing processes, identify current incidents and track past activities
- Activity Tracking: Track and document all activities across devices, networks, and other systems
- Alerts/Notifications: Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
- API: Application programming interface that allows for integration with other systems/databases
- Approval Process Control: Manage the process of evaluating documents or requests submitted for approval
- Audit Management: Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws
- Auto-Dialer: System that automatically dials calls
- Automated Notices: Send automated reminders and notices to clients on overdue payments
- Automated Scheduling: Automatically create schedules based on business needs or employee availability and qualifications
- Billable Items Tracking: Track the list of items required to be billed/invoiced to clients
- Billing & Invoicing: Create, manage, and send invoices or bills to customers
- Borrower Management: Searchable database of information about loan borrowers
- Budgeting/Forecasting: Create budgets based on historical data and future projections
- Business Process Automation: Helps automate and manage information, tasks, and procedures by establishing routines and patterns associated with processes
- Calendar Management: Track and manage schedules and meetings via an integrated calendar
- Call Recording: Record the audio of phone conversations for quality assurance purposes
- Callback Scheduling: Schedules callback times
- Case Management: Work on a set of tasks related to a particular charge, patient, legal issue or any other complex entity or process
- Case Notes: Access and track notes regarding case activities and updates within case files
- Client Management: Manage contact details and communication with clients
- Client Portal: Private online space that lets businesses securely share documents and provide information access to clients
- Collaboration Tools: Provides a channel for team members to share AI models, media files, communicate, and work together
- Collection Agencies: For third-party collection agencies
- Communication Management: Manage and track all internal and external communication conducted via calls, email, text, or chat
- Compliance Management: Track and manage adherence to policies for any service, product, process, or supplier
- Contact Management: Manage, organize, and store contact information
- Contract/License Management: Track, store, and access client contracts or licenses
- Credit Card Processing: Accept and process credit card transactions
- Credit Reporting: Report customer payment history and outstanding debts to credit bureaus
- Customizable Fields: Customize data fields to support various needs and use cases
- Customizable Forms: Customize contracts and forms to collect specific information
- Customizable Reports: Alter the layout and content of reports
- Customizable Templates: Pre-designed layouts that can be customized to match preferences and requirements
- Data Import/Export: Import and export data to and from software applications
- Data Visualization: Graphical representation of data
- Deadline Management: Specify or track the date/time a project, task, etc., is due for completion
- Docket Management: Manage and maintain a detailed record of information and updates associated with each court case
- Document Management: Store, manage, and track all electronic documents in a centralized location
- Document Templates: Customizable sample documents that contain placeholder text or a standard layout that can be repeated for each new file
- Drag & Drop: Assemble applications and processes by dragging over and arranging pre-built components
- Electronic Payments: Electronically collect payments for goods or services
- Email Management: Manage, store and organize emails within the system or via third-party apps
- Email Templates: Pre-made examples and templates for emails
- Employee Management: Track employee schedules, availability, and performance across projects and tasks
- Full Text Search: Search for specific words or phrases within a document or database
- Historical Reporting: Information, data and reports that are being tracked over time
- In-House Collections: For first-party debt collectors
- Invoice Management: Captures invoice data and maintains comprehensive records for auditing and reporting purposes
- Monitoring: Observe and track the demand, usage, progress or quality of a system, product, or user
- Multi-Channel Communication: Allows communication with customers or users via multiple channels such as phone, email, live chat, etc.
- Multi-Currency: Manage and handle various international currencies
- Multiple Payment Options: Process payments via multiple modes directly through the application
- Multiple User Accounts: Allow multiple users with individual logins and varying permissions to use the same account, software, portal, or service
- Partial Payments: Allow customers to make a partial payment on an invoice and track remaining debt
- Payment Collection: Tracking, managing, and initiating the transfer of funds for overdue customer payments
- Payment Plans: Manage plans with a set payment schedule that help customers pay outstanding debt
- Performance Metrics: A set of indicators that tracks the performance of networks, applications, systems, teams, etc.
- Purchasing & Receiving: Workflows that help acquire inventory, issue purchase orders and receive and store items in required quantity
- Real-Time Analytics: Analyze and gain insights into data in real-time
- Real-Time Reporting: Active reporting of data and metrics
- Real-Time Updates: Receive system updates as soon as any changes are made
- Records Management: Ability to record, store, update, and retrieve information
- Reminders: Timed notification for any upcoming task, deadline, appointment, or activity
- Reporting & Statistics: Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
- Risk Assessment: Initiate collection and analysis of known risks
- Search/Filter: Search and filter data across systems to locate required information by entering keywords or certain criteria
- Self Service Portal: Online portal through which end users can access the system, manage tasks, or obtain information
- SSL Security: Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access
- Task Management: Create, manage and track all task activities and progression
- Template Management: Create, save, and re-purpose templates for emails, forms, etc.
- Third-Party Integrations: Set up connections to third-party platforms to improve business processes
- Transaction Management: Manage, record and track all business exchanges in form of money and its related interactions in the system
- User Management: Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks
- Utility Billing: Measure, collect and manage the billing for utility usage including water, electricity, gas, sewage and more
- Work Order Management: Creating, assign, and track jobs and/or tasks for work orders
- Workflow Automation: Streamlining repetitive tasks and activities through automated and predefined workflows
- Workflow Management: Create, design and manage workflows for repetitive tasks

---

Get Advice

We can help you find the software with the features you need.

Features

5.0 (4)

5.0

Based on 4 reviews

## Pricing

Value for money

5.0 (4)

Free Trial

Free Version

Basic

£50.00

Per User,Per Month

Value for money

5.0 (4)

5.0

Based on 4 reviews

Connect with a Capterra advisor for a free 15-minute consultation

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## Support, customer service and training options

Customer Service

5.0 (4)

Support

-   Email/Help Desk
-   FAQs/Forum
-   Knowledge Base
-   Phone Support
-   24/7 (Live rep)
-   Chat

Training

-   In Person
-   Live Online
-   Webinars
-   Documentation
-   Videos

Deployment

-   Web
-   Android
-   iPhone/iPad

Typical users

-   Freelancers
-   Small businesses
-   Mid size businesses
-   Enterprises

Customer Service

5.0 (4)

5.0

Based on 4 reviews

## User reviews

Overall rating

5.0

Based on 4 reviews

Filter by rating

5(4)

4(0)

3(0)

2(0)

1(0)

Mentioned topic

Sorted by most recent

CF

Candis F.

Senior NDR & Debt Recovery Officer

Government Administration

### "Local Government user"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

June 13, 2022

My experience with Lateral has been great. Since starting to use Lateral it has made a huge impact on the efficiency of our work. I cannot fault the support we have been given around tailoring the system for our needs as well as the ongoing support.

Pros

The thing I like the most about the software is how flexible it is and how quick and easy it is to make changes as our services and processes change.

Cons

I honestly can't think of anything I don't like about the software!

Reasons for choosing Lateral

The flexibility that Lateral offers.

Review source

Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you.

Response from Vendor

June 21, 2022

Hi Candis, thank you for your kind and generous review of our software. The flexibility of our platform along with our great support team are aspects of our business we pride ourselves on. I look forward to continuing our great working relationship. Thanks for trusting in Lateral Technology! Ian McManus, CEO

WM

Wendy M.

Senior NNDR and Debt Recovery Officer

Government Administration

### "Lateral Debt Recovery Case Management System"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

June 11, 2022

Lateral is an excellent case management system. With the automated process's put into place it saves a lot of manual user time working on the cases so can focus more on the debtors that don't pay. Highly flexible, easy to navigate and looks good!

Pros

Lateral is a very easy and flexible system to use and the integration from one system to Lateral was a fairly easy process.

Cons

Flexibility of what it can do is second to none!

Reasons for choosing Lateral

Cost and what it could offer us.

Review source

Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you.

Response from Vendor

June 21, 2022

Hello Wendy, thank you so much for your 5 star review. The ease of use of our software is one of our biggest selling points and we look forward to continuing to invest to keep it flexible and easy to use for you and your team! Thanks again, Ian McManus, CEO

CF

Carole F.

NNDR & Debt Recovery Manager

Government Administration

### "Great Product"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

May 26, 2022

Lateral took the time to fully understand our business (providing debt recovery for a number of commercial clients) and wrote a bespoke system around our requirements, suggesting many enhancements that we had not considered. We ended up with an extremely secure system that delivers vastly more than we originally asked for. The Lateral team are great to work with, are friendly and approachable and have a strong 'can do' ethos to anything that we challenge them with.

Pros

I'm impressed that the system is highly intuitive and user friendly so has required minimal staff training. i like that we now have a fully automated debt recovery case management system which is importantly fully PCI DSS compliant so staff do not have to see or take payments and which credits payments to cases in real time. Lateral have password (or date of birth) protected all of our automated communications to help protect us from GDPR breaches and an added benefit of that is that we can see when a debtor has opened either an SMS or email, so no more ‘I didn’t receive that bill, letter etc’ excuses! And it's probably the automation that I like the most about the system as I can not stress enough the time saved and efficiency gained from this automation plus we have seen an immediate increase in debtor engagement from the automated communications and webforms. The automation has meant that painstaking tedious manual processes have been negated allowing staff resource to be concentrated on our more challenging cases.

Cons

I can really only think of 1 extremely minor cosmetic criticism that I don't like on the system which is that the drop down items are not in alphabetical order. Anything else we have not liked or have requested has been altered or developed as the Lateral team is extremely knowledgeable, approachable and always looking at ways to improve their product to enable us to work in a smarter and more efficient manner.

Reasons for choosing Lateral

We decided on Lateral Technology Limited following a very impressive and professional demonstration at which everything we asked if the system could do was met with a resounding and confident ‘Yes’ reply! This coupled with an extremely competitive and affordable price had us sold. Lateral took the time to fully understand our business and wrote a bespoke system around our requirements, suggesting many enhancements that we had not considered. We ended up with an extremely secure system that delivers vastly more than we originally asked for.

Review source

Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you.

Response from Vendor

June 21, 2022

Hello Carole, thank you so much for your exceedingly informative 5\* review. It's great to hear that we're serving our clients needs so well! I'm so happy to hear you find our team to have a 'can-do' approach. That is something I hope we continue to provide to you long into the future! Ian McManus, CEO

JS

Jon S.

Managing Director

Financial Services

### "Great product"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

May 26, 2022

Excellent

Pros

Integration was simple and received fantastic support throughout. Easy to use system that has saved us time

Cons

Building workflows used to be quite laggy but this was resolved in the recent update

Review source

Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you.

Response from Vendor

June 21, 2022

Hi Jon, thanks very much for your excellent review of our software. I'm happy to hear that you regard our support as 5\* and that the building of workflows has been speeded up now with our latest release. We continue to invest heavily in improvements to our software and hope we continue to save you time with your business processes. Ian McManus, CEO

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