Clio vs. MyCase: A Complete Comparison Guide
Clio vs. MyCase: A Complete Comparison Guide
Choosing the right practice management software for your law firm can feel overwhelming, especially when you have two great options like Clio and MyCase.
Both platforms offer excellent features designed to help you streamline your daily operations. Not to mention the fact that they show up on all the ‘best of’ guides for practice management software.
But which one is right for your firm?
We’re breaking down the must-know features, differences, and pricing details so you can zero in on the solution that will help your practice thrive. Let’s get into what Clio and MyCase have to offer and how they stack up against each other.
What is Briefpoint?
Before anything else, let’s introduce Briefpoint, an AI-powered discovery document automation tool that lets legal professionals prepare discovery responses and request documents within minutes.
Instead of spending hours copying and pasting or manually writing these documents, Briefpoint lets you automate the whole process.
How does it work? You just have to upload your discovery request, and Briefpoint’s AI system will automatically extract as much information as it can, including routine data like case numbers, court names, parties, and more.
Then, it fills out routine data within your brief. At this point, you can add objections by clicking the interrogatories you want to include.
Briefpoint lets you download the document at any point so you can add finishing touches to Word.
Briefpoint also has Bridge, a built-in tool that gathers client input and simplifies complex legal terminology into plain English.
It then shares this information with your clients and seamlessly incorporates their feedback into your working documents without back-and-forth emailing.
Test Briefpoint yourself by scheduling a demo here.
What is Clio?
Clio is a cloud-based legal practice management software that’s designed to make running a law firm a whole lot easier.
It helps you handle everything from case management and document organization to tracking time and billing clients.
Whether you’re a solo lawyer or part of a larger firm, Clio is one of the best options for an all-in-one legal practice management system.
One of its biggest perks is how it connects with other tools you’re probably already using, like Google Workspace or Microsoft 365. So, if you’re looking to iron out your workflow and keep things organized, Clio might be just what your firm needs.
Despite Clio being an extremely popular tool for legal professionals seeking an intuitive practice management software, it has a worthy rival: MyCase.
What is MyCase?
MyCase is a straightforward, cloud-based legal management tool designed to help law firms handle their daily operations smoothly.
Like Clio, it’s all about making things easier—whether it’s organizing cases, tracking time, managing documents, or billing clients.
One of its key strengths is the built-in and secure client portal, where you can communicate and share documents with your clients without the hassle of extra emails.
Law firms with smaller teams love MyCase because it’s a breeze to navigate, leaving them more time to focus on more valuable work.
Clio vs MyCase: Feature Comparison
When it comes to comparing Clio and MyCase, it’s important to break down their key features and see how they stack up against each other.
At first glance, the two platforms seem to offer a lot of the same features, but as you dig deeper, you’ll find they have distinct approaches to case management, client intake, document organization, and the financial aspects of running a business.
Case Management
Clio offers a robust case management system that’s designed to keep everything organized. You can track case timelines, store related documents, and even collaborate with your team.
Plus, it’s customizable, letting you adjust workflows to fit how your firm operates, and integrates with a variety of other tools, giving you a lot of flexibility.
MyCase also provides a solid case management system, but it leans a little more into simplicity. With a case management system that’s sturdy and reliable, the slight trade-off is a user interface that’s straightforward and easy to grasp.
You can organize cases, assign tasks, and track case progress without too much hassle and even if you have limited technical expertise.
However, MyCase has a significant edge in client communication—its portal allows for easy client updates and collaboration, making it super convenient for keeping clients in the loop.
Client Intake and Lead Management
Clio offers customizable client intake forms that you can embed on your website to streamline the onboarding process for new clients. It automates a lot of the data entry and contact management, which make it faster and easier for both your firm and your clients.
Aside from client management, Clio also integrates lead management features. This means you can track potential clients from their initial inquiry to becoming active clients, all in one platform.
On the other hand, MyCase offers a more basic client intake feature, which covers the essentials but doesn’t offer as much customization.
It gets the job done for firms that are looking for a simple, straightforward intake process, but if you want more flexibility, Clio has the edge here. However, it lacks lead management features.
Document Management
Clio’s document management system is highly secure and easy to navigate. It lets you store, organize, and share documents both within your team and with clients or third parties. Better yet, the platform integrates with tools like Google Drive, Dropbox, and OneDrive, so it’s easy to keep everything in sync.
MyCase also provides document storage and sharing, but, again, with a more user-friendly interface. It may not have as many third-party integrations as Clio, but it makes up for it with simplicity. If ease of use is your priority, MyCase might be more up your alley.
Billing and Time Tracking
Clio offers a comprehensive billing system that includes time tracking, invoicing, and expense management.
You can track your time directly within the platform and then convert that into professional-looking invoices. Clio’s billing system is customizable, which gives you more control over how you bill clients and manage your firm’s finances.
MyCase also offers billing and time tracking, but it focuses on keeping things as simple as possible. Its invoicing system is easy to navigate, allowing you to create and send invoices with just a few clicks. While it might not be as customizable as Clio, it’s perfect for firms that want a quick, no-fuss solution.
Payment Processes
Clio makes it easy for clients to pay with Clio Payments, a built-in feature that allows for secure online payments via credit card or bank transfer. You can set up automated reminders, which helps make sure you get paid faster. Plus, Clio’s payment processing integrates seamlessly with its billing system.
MyCase has built-in payment processing, integrating with LawPay to handle online payments. It supports credit card payments and allows for partial payments, which can be useful for clients who prefer to pay in installments. MyCase also provides automatic payment reminders so it’s easier to stay on top of billing.
Clio vs. MyCase: Key Differences
As you can see, Clio and MyCase have plenty in common, but their differences can help you figure out which one is the better fit for your law firm.
Target Market
Clio is designed to cater to a wide range of law firms, from solo practitioners to larger, multi-lawyer firms. Its broad feature set and extensive integrations make it especially appealing to firms that handle complex cases or need automated workflows and more advanced tools to manage a larger volume of work.
Because of its flexibility, Clio tends to attract firms that are willing to spend time learning the ins and outs of a more customizable platform.
MyCase, on the other hand, is primarily aimed at small to mid-sized law firms that value simplicity and ease of use. It’s particularly popular among firms that want to get up and running quickly without a steep learning curve.
Additionally, MyCase’s focus on client communication and straightforward design makes it a favorite for firms that don’t need a lot of customization but still want a solid, dependable tool for managing cases and expense tracking.
Key Features
What is each platform known for? One of Clio’s standout features is its deep integration capabilities. With over 200 third-party app integrations, Clio is great for firms that need a highly customizable and flexible system. Whether you want to integrate with email tools, accounting software, or case research tools, Clio likely has an option for it.
While MyCase may not offer the same breadth of integrations as Clio, it makes up for it with its client portal, which is incredibly easy to use. The portal allows clients to view case updates, share documents, and communicate directly with their attorney, all in one place.
This focus on simplifying client communication is one of MyCase’s strongest selling points, particularly for firms that want to improve how they interact with clients without needing to fiddle with a bunch of settings.
Ease of Use
Clio offers a lot of functionality, but that comes with a bit of a learning curve. It’s not overly complex, but if you want to take full advantage of everything Clio has to offer, you’ll likely need some time to get familiar with its features.
MyCase is known for its ease of use. It’s designed to be intuitive, and most users can get started quickly with minimal training.
So, if you’re looking for a system that won’t take much time to learn and doesn’t require a ton of customization, MyCase might be the better choice. Its intuitive interface makes it ideal for firms that want to focus on getting work done without getting bogged down in tech.
Pricing Structure
Clio offers four main pricing plans—EasyStart, Essentials, Advanced, and Complete—allowing firms to choose the level of functionality they need. While Clio tends to be on the pricier side (starting at $49 per user per month), especially for the more feature-rich plans like Clio Manage and Clio Grow, you’re paying for access to a wide array of tools and integrations.
Clio’s pricing is flexible enough that solo practitioners can get a good deal, while larger firms can scale up for more advanced needs.
MyCase keeps things simple with just one pricing plan starting at $49 per user per month, which includes most of the platform’s core features. This flat-rate approach makes it easy to know exactly what you’re getting without worrying about hidden costs or additional fees for extra features.
While this simplicity can be a good thing, it may not provide the level of flexibility that firms with more specific needs are looking for.
Which One is Better For Your Law Firm?
The choice between Clio and MyCase really depends on your firm’s specific needs. Both platforms offer excellent features, but they cater to slightly different types of law firms.
If your firm needs a more feature-rich system with greater flexibility and customization, Clio might be the better fit. However, if you’re looking for something more straightforward and easy to use, with a focus on client communication, MyCase could be just what you need.
To help make your decision easier, here’s a quick comparison:
Complete Your Tech Stack With Briefpoint
No matter whether you choose Clio or MyCase, having the right tools to complement your practice management software is a must. That’s where Briefpoint comes in.
Briefpoint is an AI-powered tool designed to automate discovery document drafting, which, as we all know, is usually an extremely tedious task.
When you integrate Briefpoint into your tech stack, you can significantly reduce the time spent on creating requests for admission, requests for production, interrogatories, and more.
You’ll also get Briefpoint Bridge, a built-in feature that collects client input and translates complex legal terms into plain, easy-to-understand language. From there, it shares the information with your clients and effortlessly integrates their feedback into your working documents.
Whether you’re using Clio or MyCase, Briefpoint works seamlessly to maximize your productivity and make document creation more efficient. It’s a great addition for any law firm looking to streamline operations and focus more on high-value legal work rather than getting bogged down in administrative tasks.
Trusted by over 500 law firms, Briefpoint helps create requests for production, admission, interrogatories, and more.
Want to see it in action? Book a demo today!
Save Even More With Discovery Automation
Discovery responses cost firms $23,240, per year, per attorney. $23,240 estimate assumes an associate attorney salary of $150,000 (including benefits – or $83 an hour), 20 cases per year/per associate, 4 discovery sets per case, 30 questions per set, 3.5 hours spent responding to each set, and 1800 hours of billable hours per year.
Under these assumptions, you save $20,477 using Briefpoint, per year, per attorney.
Test Briefpoint yourself by scheduling a demo here.
FAQs About Clio vs MyCase
Which is easier to use, Clio or MyCase?
MyCase is generally easier to use with a more straightforward interface, while Clio offers more features but may take longer to learn.
Can both platforms handle client intake?
Yes, but Clio offers more customizable intake forms and lead management, while MyCase provides a simpler intake process.
Which is better for small law firms?
MyCase is typically better for small firms due to its simplicity and ease of use.
Does Clio or MyCase have better document management?
Clio offers more advanced document management with automation and integrations, while MyCase focuses on basic storage and ease of use.
How do their pricing models differ?
Clio has flexible, tiered pricing based on features, while MyCase offers a single, flat-rate plan.
The information provided on this website does not, and is not intended to, constitute legal advice; instead, all information, content, and materials available on this site are for general informational purposes only. Information on this website may not constitute the most up-to-date legal or other information. This website contains links to other third-party websites. Such links are only for the convenience of the reader, user or browser. Readers of this website should contact their attorney to obtain advice with respect to any particular legal matter. No reader, user, or browser of this site should act or refrain from acting on the basis of information on this site without first seeking legal advice from counsel in the relevant jurisdiction. Only your individual attorney can provide assurances that the information contained herein – and your interpretation of it – is applicable or appropriate to your particular situation. Use of, and access to, this website or any of the links or resources contained within the site do not create an attorney-client relationship between the reader, user, or browser and website authors, contributors, contributing law firms, or committee members and their respective employers.
Clio vs. PracticePanther: A Head-to-Head Comparison
Clio vs. PracticePanther: A Head-to-Head Comparison
If you’re looking to simplify tasks and boost productivity, Clio and PracticePanther are two leading options you’ll want to consider. But how do you decide which one will best meet your needs?
In this article, we’ll explore the key differences between these platforms, helping you choose the right fit for your firm.
Plus, we’ll show you how Briefpoint can make your legal practice even more efficient!
What is Briefpoint?
Briefpoint is an AI-powered tool designed to automate the process of drafting discovery documents, saving legal professionals hours of manual work.
This includes requests for production, requests for admission, interrogatories, and more.
Instead of spending so many hours copying, pasting, and writing out responses, Briefpoint automates the entire process so you can prepare discovery documents in minutes.
Briefpoint is easy to use. You upload your discovery request, and Briefpoint’s AI extracts key information such as case numbers, court names, and party details.
It then fills in routine sections of your document. From there, you can easily add objections by selecting the relevant interrogatories. You can download your draft at any time and make final edits in Word.
Briefpoint also features a built-in tool called Bridge, which simplifies complex legal jargon into plain English to make it easier for clients to understand.
This tool collects client input and automatically updates your documents based on their feedback—eliminating the need for back-and-forth emails.
Schedule a demo today and try Briefpoint for yourself.
What is Clio?
Clio is a cloud-based legal practice management software that helps law firms of all sizes keep their workflows organized, manage clients, and simplify admin tasks.
It packs in a variety of features, like document management, billing, calendar scheduling, and client communication, all in one place.
Law firms can also use Clio to track cases, record time entries, and collaborate with team members.
Since it’s cloud-based, you can access it from anywhere, making it super convenient for legal professionals who are always on the go.
Pros
- Clio integrates with many third-party tools, allowing firms to customize the platform easily.
- Its cloud-based nature ensures accessibility from anywhere, making remote work easier.
- The document management system is efficient and user-friendly.
- Customer support is responsive and helpful.
- It provides a comprehensive suite of features for law firm management.
- Offers mobile app support.
Cons
- The pricing can be expensive, especially for larger teams.
- There is a learning curve for more advanced features.
- It lacks built-in document automation, requiring third-party tools like Briefpoint.
- Billing customization options could be improved.
- Some of the app features hang at times, according to some users.
What is PracticePanther?
PracticePanther is a cloud-based legal practice management solution that helps law firms manage their daily operations with better efficiency.
It’s known for its simplicity, which makes it popular with solo practitioners and small law firms.
With features like document management, billing, client intake forms, and calendar management, PracticePanther provides everything you need to run your law firm from one central platform. It’s also easy to set up, with a clean interface that doesn’t require much training to get started.
Pros
- It’s simple to use, making it ideal for smaller firms or solo practitioners.
- The pricing is affordable, especially for firms on a budget.
- Built-in document automation saves time on standard legal documents.
- It offers a clean, straightforward interface that’s easy to navigate.
- Setup is quick and doesn’t require extensive training.
Cons
- It has fewer integration options compared to other legal software.
- Billing and invoicing options aren’t as customizable, which can be a major disadvantage for law firms with complex billing needs.
- Advanced features often require upgrading to higher-priced plans.
Clio vs. PracticePanther: Features Comparison
Both Clio and PracticePanther are great at managing a law firm’s daily operations, but there are a few differences in how they handle specific features.
Let’s take a closer look at how they compare in several key aspects.
Document Management
Both Clio and PracticePanther provide solid document management tools. Clio has a slight edge here due to its wider range of integrations, making it easier to connect with other systems you might already use.
PracticePanther, while effective, is more straightforward but may not offer the same flexibility for larger firms.
Billing and Invoicing
Clio offers more flexibility when it comes to customizing invoices and billing workflows. It supports various billing arrangements, which is helpful for firms with more complex needs.
PracticePanther, on the other hand, provides basic billing options that work well for simpler setups but lack some of the advanced features found in Clio.
Document Automation
PracticePanther comes with built-in document automation, which makes it easy to create standard legal documents quickly and enhance efficiency of the overall drafting process.
Clio, however, doesn’t offer this feature by default—you’ll need to use third-party tools like Briefpoint to get similar functionality.
Briefpoint lets you automate discovery document drafting thanks to artificial intelligence and machine learning. You no longer have to copy-paste formats or type in routine information manually.
Briefpoint does all the grunt work, so you can focus on adding more substantial information, such as client responses and objections.
Client Intake Forms
Both platforms allow you to create customizable client intake forms.
Clio’s forms can be more tailored to specific needs, offering more customization options, while PracticePanther provides a simpler, out-of-the-box solution that works well for smaller firms.
Calendar Management
Clio and PracticePanther both feature great calendar management systems.
You can sync them with Google Calendar or Outlook, set reminders, and track important deadlines like court dates. In terms of functionality, both platforms are very similar here.
Client Portal
The client portal feature is available on both platforms, allowing clients to log in, view case updates, and communicate with the firm securely.
This feature is quite comparable between Clio and PracticePanther, with both offering an easy-to-use interface for client interactions.
Clio vs. PracticePanther: Key Differences
Both Clio and PracticePanther are excellent legal practice management tools, but they’re built with slightly different users in mind. Let’s break down the key differences so you can see which might be the better fit for your law firm.
Target Audience
Clio tends to be a go-to for mid-sized and larger law firms that need more advanced features and flexibility. It’s also great for firms that want to integrate with a variety of other software.
On the flip side, PracticePanther is more popular with solo practitioners and small firms, thanks to its straightforward setup and user-friendly design.
Key Features
Clio is all about customization and integration—if you want a platform that can connect with other tools and give you plenty of options to tweak your workflow, Clio’s got you covered.
PracticePanther keeps things simple, with built-in features like document automation, so it’s great if you don’t want to mess around with extra integrations or complex setups.
Ease of Use
When it comes to ease of use, PracticePanther is the clear winner for those who want to get up and running fast. Its interface is clean, and there’s not much of a learning curve.
Clio, while still fairly easy to use, has more advanced features, so it might take a bit longer for the average Clio user to explore everything it offers.
Pricing Plans
Clio pricing is on the higher side, especially if you need all the bells and whistles, which might make it a bigger investment for larger teams. Plans start at $49 per user per month for EasyStart, but it only includes basic features like calendar management, time tracking, and online payment processing.
If you want to add more features like Clio Manage or Clio Grow, you’ll need to upgrade.
PracticePanther, on the other hand, offers more affordable pricing, especially for smaller firms or solo lawyers looking for a budget-friendly option.
PracticePanther pricing starts at $59 per user per month and includes contract management, client portal, unlimited data storage, internal chat, and other core features.
Which Option Is Best For Your Law Firm?
The best choice really depends on your law firm’s specific needs.
If you’re running a larger firm or need more flexibility with integrations and advanced features, Clio is probably the better option. Its robust feature set makes it a superb option handle more complex workflows. Plus, it offers a ton of customization.
On the other hand, if you’re a solo practitioner or part of a smaller firm looking for something simple, easy to use, and more affordable, PracticePanther is a great fit.
It’s quick to set up and covers all the basics without overwhelming you with too many options.
Upgrade Your Law Firm Productivity With Briefpoint
While both Clio and PracticePanther are solid options for managing your law firm, integrating a tool like Briefpoint can take your productivity to the next level.
By automating the incredibly time-consuming task of drafting legal documents, Briefpoint helps you save thousands of dollars per year, per attorney, while improving accuracy and speed.
Whether you’re using Clio or PracticePanther, Briefpoint seamlessly fits into your workflow, which allows you to focus on what really matters—serving your clients.
Schedule a demo with Briefpoint today and see how it can optimize your legal practice!
Start Saving Thousands With Discovery Automation
Discovery responses cost firms $23,240, per year, per attorney. $23,240 estimate assumes an associate attorney salary of $150,000 (including benefits – or $83 an hour), 20 cases per year/per associate, 4 discovery sets per case, 30 questions per set, 3.5 hours spent responding to each set, and 1800 hours of billable hours per year.
Under these assumptions, you save $20,477 using Briefpoint, per year, per attorney.
Test Briefpoint yourself by scheduling a demo here.
FAQs About Clio vs. PracticePanther
Which is better for solo practitioners, Clio or PracticePanther?
PracticePanther is often the better choice for solo practitioners due to its simplicity and affordability, but Clio also offers scalable features for smaller firms.
Can I use Clio and PracticePanther on mobile devices?
Yes, both Clio and PracticePanther offer mobile apps for iOS and Android, allowing you to manage your law practice on the go.
Is there a learning curve with Clio or PracticePanther?
Clio’s advanced features can take a little time to learn, especially for new users, while PracticePanther is generally easier to set up and use right away.
The information provided on this website does not, and is not intended to, constitute legal advice; instead, all information, content, and materials available on this site are for general informational purposes only. Information on this website may not constitute the most up-to-date legal or other information. This website contains links to other third-party websites. Such links are only for the convenience of the reader, user or browser. Readers of this website should contact their attorney to obtain advice with respect to any particular legal matter. No reader, user, or browser of this site should act or refrain from acting on the basis of information on this site without first seeking legal advice from counsel in the relevant jurisdiction. Only your individual attorney can provide assurances that the information contained herein – and your interpretation of it – is applicable or appropriate to your particular situation. Use of, and access to, this website or any of the links or resources contained within the site do not create an attorney-client relationship between the reader, user, or browser and website authors, contributors, contributing law firms, or committee members and their respective employers.
Smokeball vs. Clio: Which is the Best Option?
Smokeball vs. Clio: Which is the Best Option?
Choosing between Smokeball and Clio comes down to the specific needs of your law firm. Each offers powerful tools, but they cater to slightly different workflows and firm sizes.
Two different approaches, one goal: streamlined workflows. Smokeball automates the little things, while Clio offers flexibility to mold its tools around your firm’s distinct character.
Let’s break down how they compare to help you decide which one is right for you.
What is Briefpoint?
Briefpoint is an AI-driven tool designed to automate discovery document preparation for legal professionals.
Instead of spending hours manually drafting, Briefpoint allows you to create discovery response and request documents in just minutes.
You’ll get to focus on much more valuable litigation tasks, such as communicating with clients or refining your court strategy.
Here’s how it works: Simply upload your discovery request, and Briefpoint’s AI extracts key details, such as case numbers, court names, parties, and more.
It automatically populates the brief with this routine data, allowing you to focus on the finer details.
You can easily add objections by selecting the relevant interrogatories, and you can download the document at any stage to finalize it in Word.
Additionally, you have Briefpoint Bridge, a built-in feature that collects client input and translates legal jargon into simple, clear language.
After your client responds, Briefpoint seamlessly integrates the responses into your documents, which eliminates the need for endless email exchanges.
Test Briefpoint yourself by scheduling a demo here.
What is Smokeball?
Smokeball is a cloud-based legal software built to simplify the day-to-day tasks of running a small law firm.
It takes care of things like case management, document drafting, and time tracking, so you can redirect that energy toward more meaningful interactions with clients, or drilling down into the nuances of your cases.
One of its main selling points is automatic time tracking, which quietly logs your hours behind the scenes and making sure every minute gets captured without you lifting a finger.
Plus, Smokeball keeps all your client information in one spot while whipping up detailed reports and keeping sensitive documents safe and at your fingertips.
What is Clio?
Clio is a cloud-based legal practice management software that helps law firms manage their operations more efficiently.
This powerhouse solution handles case management, billing, and client intake with ease, regardless of the size of your operation.
What makes Clio special is its simplicity and flexibility. You can easily customize it to suit your workflow, integrate it with other tools, and even handle online payments with ease.
Clio adapts to the needs of your firm, which makes it incredibly easy to track time, generate invoices, and get real-time insights into your firm’s performance.
It’s essentially an all-in-one solution for law firms looking to stay organized, improve client communication, and save valuable time.
Clio vs Smokeball: Features Comparison
Looking for the best legal software for your firm but can’t decide between Clio and Smokeball? Anyone practicing law has likely crossed paths with these two big-hitters who dominate the industry landscape. However, the right choice depends on your firm’s specific needs.
Whether you’re just starting out or already established, choosing the right solution depends on understanding the key differences between these two options.
Case Management
Both Clio and Smokeball offer comprehensive case management tools, but they handle things a bit differently. Smokeball automates much of the process, tracking case activity and billable hours without requiring you to do it manually. This can be a huge time-saver for small firms.
On the other hand, Clio provides more flexibility in how you manage your cases. You’ll have more room to breathe with this adaptable approach to case handling.
When you’re managing multiple projects, every minute counts. This system helps you shave precious time off your workflow by simplifying task lists and encouraging team collaboration.
Document Automation
Document automation is another important feature, especially for law firms looking to cut down on repetitive tasks. Smokeball stands out here by offering a huge library of templates and the ability to generate custom documents automatically.
Clio also offers document automation, but it doesn’t have as many built-in templates. If you need quick, pre-made documents, Smokeball may have the edge. However, Clio’s flexibility allows you to create more tailored document workflows if customization is a priority.
Briefpoint is an AI-powered tool designed specifically for discovery document automation. Historically, this process is one of the most time-consuming parts of litigation.
With Briefpoint, you can prepare documents in minutes thanks to its machine-learning capabilities, which will fill in most of your routine information.
Client Intake
Clio may be the winner when it comes to client intake. Its customizable intake forms can be embedded directly into your website, which simplifies the onboarding process for new clients. Clio’s client intake tools are intuitive and designed to help you capture important client data from the get-go.
Smokeball also has client intake features, but they aren’t as customizable or integrated into your website as Clio’s, which could be a drawback for firms focused on growing their client base.
Billing and Invoicing
Billing is a high-priority task for any law firm, and both Clio and Smokeball offer solid solutions. Smokeball’s automatic time tracking makes invoicing incredibly simple, as it logs your billable hours without you having to manually track them.
Clio, while not as automated in this area, still provides a great billing system with easy time tracking, invoicing, and the ability to accept online payments. If your firm values automation, Smokeball’s time-tracking features might make billing a lot easier for you.
Reporting and Analytics
For keeping tabs on your firm’s performance, both Clio and Smokeball offer useful reporting tools. Smokeball provides detailed reports that cover case activity, staff productivity, and financials, giving you a clear overview of your firm’s day-to-day operations.
Clio, on the other hand, offers more customizable reports to let you focus on the specific metrics that matter most to you. When it’s all about teasing out the subtleties in your data, Clio’s advanced features kick in, giving you a level of precision you won’t find elsewhere.
Document Management
Both Clio and Smokeball offer solid options for document management, but they do things a little differently. As mentioned, Smokeball boasts a built-in library of document templates and automatic document creation.
It organizes and stores your documents in the right client files without you having to do much and comes with access controls for better data security. So, if you’re looking to save time and avoid digging through files, Smokeball makes it easy.
Clio also offers great document management but focuses more on flexibility. What sets this tool apart is its incredible flexibility when it comes to document management – you’re not limited to a one-size-fits-all approach.
One of Clio’s biggest perks is its seamless integration with popular cloud storage platforms like Google Drive, Dropbox, and OneDrive, which makes it easy to grab the files you need.
Calendar Management
Smokeball automatically logs important dates and case activities into your calendar, so you don’t have to worry about missing anything. Any law practice handling a multitude of cases simultaneously will find this particularly useful.
Clio gives you more control over your schedule. You can sync it with Google Calendar or Outlook and set custom reminders for important tasks. So, if you need that extra flexibility and want everything synced with your existing calendars, Clio might be the better fit.
Clio vs Smokeball: Key Differences
Each software caters to different needs, so understanding these differences will help you decide which is the right fit for your firm.
Target Market
Smokeball is designed with small law firms and solo practitioners in mind. Its automation features are ideal for firms looking to streamline daily tasks without dedicating a lot of time to manual work.
On the other hand, Clio is more versatile. It works well for firms of all sizes, from solo lawyers to large practices, because it’s highly customizable and can scale as your firm grows.
So, if you’re a smaller firm focused on saving time, Smokeball could be a great fit, while Clio may appeal more to firms that need flexibility and room to expand.
Key Features
We’ve already gone over all the features that make each platform unique, but let’s talk about the ones that matter the most when picking in between the two.
Smokeball’s standout feature is its automatic time tracking, which logs every minute spent on a case without you needing to do it manually. It also offers document automation that helps you draft legal documents quickly with pre-built templates.
Clio’s key strength lies in its flexibility and integrations. Where this system truly excels is in its power to adjust to any situation and merge effortlessly with existing infrastructure. It offers customizable workflows, detailed reporting, and connects with a wide range of third-party apps like Google Drive, Dropbox, and QuickBooks to give you more control over how your practice runs.
Ease of Use
Smokeball’s strength lies in its simplicity and easy-to-use user interface. With much of the process automated, it’s easy for small firms to get up and running with minimal setup. You don’t need to spend much time learning the system because it does a lot of the work for you, especially when it comes to time tracking and document creation.
Clio, while also user-friendly, offers more customization. This means there’s a bit more of a learning curve if you want to set up workflows, reports, or integrate with other tools, but the added flexibility can be worth it for larger or more complex firms.
Pricing
What about costs? Smokeball is known for being a bit pricier, largely because of its comprehensive automation features. It doesn’t offer as many pricing tiers, so firms with smaller budgets might find it a bit steep. Plus, you have to contact their sales team for a direct quote.
Clio, on the other hand, has more flexible pricing options. With multiple tiers, Clio allows firms to choose a plan that best fits their budget and needs, starting at $49 per user per month for the most basic plan. If cost is a major factor, Clio may be the more affordable option, especially for larger teams.
Which One is the Best Option?
The best option between Clio and Smokeball ultimately depends on your firm’s specific needs. If you’re a smaller firm looking for automation and simplicity, Smokeball might be the better choice. However, if you need flexibility, customization, and the ability to scale, Clio could be a better fit.
Automate Your Discovery Document Process With Briefpoint
If your law firm spends too much time managing discovery documents, you need Briefpoint in your tech stack.
Briefpoint automates the entire discovery document process, allowing you to generate discovery documents quickly and accurately. It integrates with both Clio and Smokeball, which makes it easy to pull in client and case information without any extra hassle.
With Briefpoint, you can upload discovery requests, and the software automatically drafts responses based on the information you’ve provided. This saves hours of manual work, reduces the risk of errors, and helps you stay on top of deadlines.
You’ll also benefit from Briefpoint Bridge, a handy feature that gathers client input and simplifies complex legal jargon into clear, easy-to-understand language.
It then shares that information with your clients and smoothly incorporates their feedback into your documents. No more back-and-forth.
Whether you use Clio or Smokeball, adding Briefpoint to your toolkit can streamline your workflow even further. Trusted by over 500 law firms, Briefpoint helps generate requests for production, admissions, interrogatories, and more. Schedule a demo today!
Automating Discovery Can Help You Save Thousands
Discovery responses cost firms $23,240, per year, per attorney. $23,240 estimate assumes an associate attorney salary of $150,000 (including benefits – or $83 an hour), 20 cases per year/per associate, 4 discovery sets per case, 30 questions per set, 3.5 hours spent responding to each set, and 1800 hours of billable hours per year.
Under these assumptions, you save $20,477 using Briefpoint, per year, per attorney.
Test Briefpoint yourself by scheduling a demo here.
FAQs About Clio vs Smokeball
How does Smokeball compare to Clio?
Smokeball is typically a better fit for small law firms and solo practitioners due to its focus on automation and ease of use. This means you’ll spend less time getting bogged down in paperwork and more time on the things that drive real results. Clio, while suitable for small firms, offers more flexibility and customization, which might be more than smaller firms need.
Is Smokeball more expensive than Clio?
Smokeball tends to be a bit pricier due to its automation features, and its pricing tiers aren’t as flexible. Clio offers multiple pricing options, making it a more affordable choice for firms looking for basic features or those needing to scale.
Which software offers better reporting features?
Customization is where Clio’s reporting tools really shine. By letting you fine-tune your reports, you can zoom in on the numbers that genuinely matter to your practice. Smokeball offers detailed reports but with less flexibility.
Can I use Briefpoint with both Clio and Smokeball?
Briefpoint syncs up effortlessly with Clio and Smokeball, giving you a shortcut to speeding up your discovery document workflow and doing away with those tedious response tasks.
The information provided on this website does not, and is not intended to, constitute legal advice; instead, all information, content, and materials available on this site are for general informational purposes only. Information on this website may not constitute the most up-to-date legal or other information.
This website contains links to other third-party websites. Such links are only for the convenience of the reader, user or browser. Readers of this website should contact their attorney to obtain advice with respect to any particular legal matter. No reader, user, or browser of this site should act or refrain from acting on the basis of information on this site without first seeking legal advice from counsel in the relevant jurisdiction. Only your individual attorney can provide assurances that the information contained herein – and your interpretation of it – is applicable or appropriate to your particular situation. Use of, and access to, this website or any of the links or resources contained within the site do not create an attorney-client relationship between the reader, user, or browser and website authors, contributors, contributing law firms, or committee members and their respective employers.
7 Types of Paralegal Software (Use Cases and Examples)
7 Types of Paralegal Software (Use Cases and Examples)
As a paralegal, you know how quickly your to-do list can spiral out of control.
Between managing case files, tracking deadlines, drafting documents, and keeping everything organized, it’s easy to feel like you’re constantly playing catch-up.
And let’s not even get started on the repetitive tasks—creating the same document over and over or hunting down files that seem to vanish just when you need them most.
If any of this sounds familiar, it’s time to find a solution (or several).
Paralegal software is designed to tackle these headaches and lighten your workload so you can spend less time on the grind and more time focusing on more value-adding work.
In this article, we’ll talk about the different types of software for paralegals, the benefits they provide, and what Briefpoint can do for you.
Types of Legal Software for Paralegals
Managing a paralegal’s workload can get overwhelming, but the right software can really lighten the load.
With the right tools, you can simplify your tasks, stay organized, and make your workday run more smoothly. Let’s explore some essential legal software options that can help you do just that.
1. Practice Management Software
Legal practice management software is your go-to tool for keeping all law firm affairs in order. It helps you manage the big picture and handle the following tasks all in one place:
- Billing
- Scheduling
- Client management
- Time tracking
- Client communication
- Reporting and analytics
For example, Clio and MyCase are popular practice management tools that help law firms stay organized.
You can track case progress, communicate with clients, manage payments, and so much more, all from a single dashboard.
2. Case Management Software
If practice management software covers everything, case management software zooms in on the details of each case.
This software is specifically designed to track the ins and outs of individual cases—think of client records, important deadlines, and specific case files.
Tools like CaseFox and Rocket Matter are great examples. These platforms not only help you manage case-related documents and timelines but also integrate with calendars and billing systems to make your workflow more seamless.
3. Document Automation Tools
Drafting legal documents over and over can be tedious. Document automation tools allow you to create templates for frequently used documents like contracts or pleadings.
Instead of typing everything out or copy-pasting from a reference document each time, you fill in case-specific information, and the software does the rest.
One such tool is Briefpoint, an AI-powered discovery document automation software that speeds up the creation of discovery documents, such as requests for production, requests for admission, interrogatories, and more.
When you upload a discovery request, for example, Briefpoint’s artificial intelligence and machine learning will extract as much information as it can from the document.
Within minutes, you’ll have a document with most of the routine information filled out. At this point, you can add objections or responses to the request from Briefpoint’s built-in menu, then add finishing touches on Word.
Briefpoint also makes collecting and integrating client responses easy, thanks to Bridge. This feature lets you select the interrogatories you want to send, translate complex legal language into plain English, and then send a page where your client can input their answers.
Once your client sends in their responses, Bridge will automatically integrate them into your document. No more back-and-forth emailing.
4. Legal Research Tools
Legal research is a huge part of any paralegal’s role, and having the right tools can make it a breeze.
Legal research software like Westlaw or LexisNexis gives you access to a massive database of case law, statutes, and regulations.
Instead of manually sifting through piles of documents, you can quickly find what you need and even pull up cases that are relevant to your work. These tools make research fast, accurate, and stress-free.
5. Document Management System
Document management systems (DMS) keep everything in one secure, easy-to-access place. With tools like NetDocuments or iManage, you can store, organize, and search for any document related to a case.
Whether you’re working remotely or in the office, you’ll always have access to the right files without worrying about losing track of things.
6. Billing Software
Keeping track of billable hours is key to running a law firm smoothly (and maximizing law firm profitability). Billing software makes that process hassle-free.
Tools like Bill4Time and TimeSolv help you track every minute you spend on a case and generate invoices without breaking a sweat. However, most legal practice management software already built-in billing and invoicing features.
It’s a simple way to make sure your time is accounted for, and it helps avoid any confusion when it’s time to bill clients.
7. Calendar and Task Management Software
All legal professionals know that missing a deadline can be disastrous. Calendar and task management tools make sure you’re always on top of things.
With software like Outlook or PracticePanther, you can track deadlines, set reminders for upcoming tasks, and schedule meetings without worrying about double-booking. These tools help you stay organized so you never miss an important date.
Of course, you can use a standalone tool like Google Calendar or Notion, but most paralegals will agree that it’s better to use an all-in-one solution to keep tasks, dates, and deadlines in one platform.
The Benefits of Legal Technology for Paralegals
Legal technology has completely transformed the way paralegals get work done.
If you’ve ever felt bogged down by repetitive tasks or struggled to keep everything organized, legal tech can be a real lifesaver and an effective solution against paralegal burnout. Here’s how:
Save Time by Automating Repetitive Tasks
One of the most noticeable benefits of legal technology is the amount of time it saves.
For one, think about how much time you spend drafting the same types of documents over and over—contracts, motions, discovery responses. This process can eat up hours that could be spent on more important tasks.
With tools like document automation, you can create templates for these repetitive documents. This means no more wasting time formatting or double-checking every little detail.
Improve Accuracy and Reduce Costly Errors
Despite law’s inherently traditional culture, manual processes leave room for mistakes—whether it’s missing a deadline, misplacing a document, or entering incorrect information into a form.
In the legal industry, even small errors can have huge consequences. Legal technology helps you avoid these mistakes by automating much of the manual work and maintaining consistency across documents.
For instance, with billing software, you don’t have to worry about entering time entries manually or missing billable hours.
The system tracks your time automatically, which helps make sure you get paid for every minute you work without having to double-check each line item.
Stay Organized and Find What You Need Fast
Without the right tools, staying organized can be a nightmare. Shuffling through piles of paperwork or scrolling through endless email threads just to find one document can be incredibly frustrating—and it wastes valuable time.
This is where document management systems come in handy. These tools keep all your files in one secure, searchable location.
Maximize Productivity by Handling More in Less Time
When you have the right tools in place, you can handle more work without feeling overwhelmed. Legal tech streamlines your workflows and allows you to manage more cases or handle complex tasks more easily.
Practice management software brings everything—client info, deadlines, billing, and tasks—into one system. You won’t need to switch between multiple tools to get the job done, meaning less time wasted and more tasks completed.
For paralegals working in busy law firms, this kind of efficiency is a must. You can handle a larger caseload without feeling like you’re constantly drowning in work.
Collaborate Better with Your Legal Team
When you’re working with a legal team, keeping everyone in sync can be tough. Tasks get missed, documents don’t get shared, and deadlines sneak up on you. But with the right collaboration tools, you can keep everything on track.
For example, many case management platforms allow you to share case updates, assign tasks, and store documents in one place so everyone knows what’s happening at all times.
How Briefpoint Can Make a Difference in Your Workflows
When it comes to paralegal work, especially handling repetitive tasks like drafting discovery responses, Briefpoint can truly be the only solution you need.
Its automation capabilities take the time-consuming process of document creation and turn it into a seamless task, saving you valuable hours and reducing the chance of human error.
Briefpoint’s Bridge feature also makes gathering client responses a minor task. Instead of constant back-and-forth emails, you can send easy-to-understand forms to clients and automatically integrate their responses into your documents.
If you’re tired of spending hours drafting the same types of documents or manually gathering client responses, Briefpoint offers a smart, efficient alternative.
You can see the benefits firsthand by scheduling a demo and discovering how much easier your workflow can be with this powerful tool in your arsenal.
Streamline Document Creation and Save Thousands
Discovery responses cost firms $23,240, per year, per attorney. $23,240 estimate assumes an associate attorney salary of $150,000 (including benefits – or $83 an hour), 20 cases per year/per associate, 4 discovery sets per case, 30 questions per set, 3.5 hours spent responding to each set, and 1800 hours of billable hours per year.
Under these assumptions, you save $20,477 using Briefpoint, per year, per attorney.
Test Briefpoint yourself by scheduling a demo here.
FAQs About Paralegal Software
What is paralegal software?
Paralegal software refers to various essential tools that assist with tasks like managing cases, organizing documents, tracking billable hours, automating document creation, and performing legal research. It’s designed to streamline workflows, increase productivity, and reduce errors in a legal setting.
Is legal software secure?
Yes, most legal software comes with security features like data encryption, secure access controls, and regular backups. These measures help protect sensitive client information and ensure compliance with legal regulations.
Can AI replace paralegals?
While AI has certainly improved the efficiency of many tasks paralegals handle—like document review, legal research, and drafting—it’s not likely to fully replace paralegals anytime soon. AI can automate repetitive processes and assist with routine tasks, but the nuanced, analytical, and interpersonal aspects of a paralegal’s job require human judgment and skills that AI simply can’t replicate.
What are the cost benefits of using paralegal software?
Paralegal software can save firms thousands of dollars by improving efficiency and reducing the time spent on routine tasks. For example, using document automation tools like Briefpoint can significantly lower the costs associated with drafting discovery responses, saving firms an estimated $20,477 per attorney annually.
The information provided on this website does not, and is not intended to, constitute legal advice; instead, all information, content, and materials available on this site are for general informational purposes only. Information on this website may not constitute the most up-to-date legal or other information.
This website contains links to other third-party websites. Such links are only for the convenience of the reader, user or browser. Readers of this website should contact their attorney to obtain advice with respect to any particular legal matter. No reader, user, or browser of this site should act or refrain from acting on the basis of information on this site without first seeking legal advice from counsel in the relevant jurisdiction. Only your individual attorney can provide assurances that the information contained herein – and your interpretation of it – is applicable or appropriate to your particular situation. Use of, and access to, this website or any of the links or resources contained within the site do not create an attorney-client relationship between the reader, user, or browser and website authors, contributors, contributing law firms, or committee members and their respective employers.
5 In-House Legal Software Every Law Firm Should Use
5 In-House Legal Software Every Law Firm Should Use
Does your law firm need a better way to handle legal matters? If you’re constantly bogged down by bottlenecks, it might be time to implement some in-house legal solutions.
In this article, we’ll explore the best types of in-house legal software that can help get your organization to where it needs to be.
Types of Software In-House Legal Teams Need
An efficient in-house legal team is one that takes advantage of technology. Below are some of the best legal tech tools that make way for smoother, faster, and more cost-effective legal operations.
1. Document Generation Tools
Creating legal documents is a staple task for any legal team, but it often consumes too much time and resources when done manually.
Document generation tools automate this process and allow faster creation of legal documents from pre-set templates.
This speeds up the document creation process and significantly reduces the possibility of human error, which helps uphold consistency across all documents.
Such tools can produce everything from routine correspondence to complex legal agreements, all while ensuring compliance with the latest legal standards.
Top Pick: Briefpoint
Briefpoint.ai uses generative artificial intelligence to help legal teams draft discovery response and request documents in minutes.
This platform lets you upload your discovery document, insert objections or responses, and then finish up the document in Word. Briefpoint will take care of everything in between.
Additionally, Briefpoint’s Bridge feature makes client communication easier by converting legal terms into simple language, allowing clients to respond directly.
Their responses are automatically added to your document, cutting down on the typical email exchanges.
The process is easy, even for people with limited technical skills, and it frees up attorneys to focus on other valuable tasks like consulting with outside counsel or preparing litigation strategies.
Plus, the time saved often translates to more money saved as well.
Test Briefpoint yourself by scheduling a demo here.
2. Contract Management Software
Contract management software provides a comprehensive solution for handling every aspect of the contract lifecycle, from initial drafting and negotiation to approval, execution, and contract renewals.
This type of software often includes features for automatic reminders of key dates and milestones, version control to track changes over time and secure storage for easy retrieval.
In essence, legal departments can avoid expensive oversights and improve their overall efficiency by letting software manage contracts for them.
Top Pick: Ironclad
Ironclad is a must-have for any legal department that needs to handle everything contract-related. It smooths out the whole process, from start to finish, with some smart automation tricks up its sleeve.
Image source: G2
Plus, it has an analytics feature that lets you dive into your contract data and figure out what’s working and what’s not.
Basically, it makes managing contracts a whole lot easier and helps you make smarter decisions with all the insights it provides.
3. Document Management Systems
Legal operations always go hand in hand with a ton of paperwork, which is why any in-house counsel can benefit from a good document management tool.
Document management systems allow for quick retrieval, controlled access, and efficient collaboration on documents and make sure that everything is both safe and easily accessible.
Legal leaders can also control who sees what, track changes, and even collaborate on documents without creating a dozen versions.
Top Pick: NetDocuments
NetDocuments is a cloud-based document management system designed specifically for legal teams. It offers secure storage, easy access from anywhere, and robust tools for collaboration and document handling.
Image source: G2
It’s known for top-notch security features and compliance with international standards, which makes it a safe bet for managing sensitive legal matters.
4. Matter Management Software
Matter management software is a one-stop shop for legal teams to keep their cases and projects in line.
It pulls together all the bits and pieces related to a case—documents, emails, deadlines, and more—into one spot that’s easily accessible.
It makes task management and legal workflows much easier by automating administrative tasks, keeping an eye on those critical deadlines, and making sure internal and external stakeholders are in the loop.
As a result of the extra operational efficiency, in-house legal teams have more time to work on more complicated legal work.
Top Pick: Clio
Clio is a comprehensive, cloud-based legal practice management platform that’s really made a name for itself in the legal world for being able to streamline processes for law firms of all sizes.
Image source: G2
With Clio, you can manage cases, track time, bill clients, and organize all your legal documents in one place.
It also has excellent features for legal intake, client communication, and scheduling, which makes it easier to keep everyone informed and on track.
Plus, Clio allows you to analyze key performance indicators with its its analytics and reporting tools. This helps firms make data-driven decisions, track productivity, and identify areas for improvement across their legal operations.
5. Legal Billing Tools
Efficient and accurate billing is a must if a law firm wants to remain profitable.
Legal billing tools are specialized software solutions designed to simplify the billing and invoicing process for law firms and legal departments.
These tools help make sure you accurately track billable hours, manage client accounts, and produce detailed invoices without issue.
One of the key features of legal billing software is time tracking. Whether you’re working on a case, consulting with a client, or doing research, these tools make it easy to record every billable minute.
Also, they often come with functionalities to handle expense tracking and generate reports that can help guide business decisions.
Top Pick: QuickBooks
Lawyers can leverage QuickBooks to track billable hours directly within the software, maintain accurate invoicing, and simplify the process of billing clients.
The platform also allows for the management of client trust accounts, a critical aspect of legal financial management.
Image source: G2
Additionally, QuickBooks helps law firms with general accounting tasks, such as tracking expenses, managing payroll, and producing financial reports.
These features provide a clear overview of a firm’s financial health, which often leads to data-driven decisions.
Upgrade Your Productivity With the Right In-House Legal Software
Using the right in-house legal software can truly transform the way your firm operates.
From automating document creation to managing contracts and keeping everything organized, these tools make legal work smoother and more efficient.
Ready to boost your productivity? Try Briefpoint! With faster document drafting and simplified client communication, you’ll save time and reduce unnecessary back-and-forth.
Schedule your demo today and see how Briefpoint can make a difference for your team.
Supplement Your In-House Legal Team With Briefpoint
Discovery responses cost firms $23,240, per year, per attorney. $23,240 estimate assumes an associate attorney salary of $150,000 (including benefits – or $83 an hour), 20 cases per year/per associate, 4 discovery sets per case, 30 questions per set, 3.5 hours spent responding to each set, and 1800 hours of billable hours per year.
Under these assumptions, you save $20,477 using Briefpoint, per year, per attorney.
Test Briefpoint yourself by scheduling a demo here.
FAQs About In-House Legal Software
Can small legal teams benefit from in-house legal software?
Yes. Size doesn’t matter when it comes to efficiency. These tools are scalable and can significantly reduce the workload, regardless of the team’s size.
Is it secure to store sensitive legal documents in these systems?
Yes, with a caveat. Ensure that the software you choose complies with industry-standard security measures and data protection laws. Security is a top priority for reputable software providers.
Can in-house legal software integrate with other tools we use?
Most modern legal software solutions are designed with integration in mind. They often support APIs and have built-in integrations with popular office tools and platforms.
What other in-house legal software do law firms need?
In addition to the tools already mentioned, case management software is a must for law firms. It allows teams to organize case details, manage deadlines, and streamline collaboration so that all relevant information is easily accessible (without having to juggle multiple systems). Finally, legal research software can significantly cut down the time spent on case law and regulation searches, providing faster access to relevant legal information.
The information provided on this website does not, and is not intended to, constitute legal advice; instead, all information, content, and materials available on this site are for general informational purposes only. Information on this website may not constitute the most up-to-date legal or other information.
This website contains links to other third-party websites. Such links are only for the convenience of the reader, user or browser. Readers of this website should contact their attorney to obtain advice with respect to any particular legal matter. No reader, user, or browser of this site should act or refrain from acting on the basis of information on this site without first seeking legal advice from counsel in the relevant jurisdiction. Only your individual attorney can provide assurances that the information contained herein – and your interpretation of it – is applicable or appropriate to your particular situation. Use of, and access to, this website or any of the links or resources contained within the site do not create an attorney-client relationship between the reader, user, or browser and website authors, contributors, contributing law firms, or committee members and their respective employers.
6 Best Legal Software for Small Law Firms
6 Best Legal Software for Small Law Firms
Running a small law firm comes with its own set of challenges. You’re juggling multiple cases, tracking deadlines, handling billing, and keeping clients updated—all while trying to stay organized.
The paperwork piles up fast, and time-consuming tasks like drafting discovery documents or managing client communications can easily take up your entire day.
It’s hard to stay on top of everything without the right tools. This is why legal software designed for small firms can make a real difference.
From case management to document automation, the right tech can help you save time, reduce stress, and keep everything in order.
So, let’s talk about some of the best tools available to help optimize your workflows.
Factors to Consider When Choosing Tech for a Small Firm
When selecting the right legal software for your small law firm, it’s important to make sure it fits your firm’s unique needs and helps simplify your daily tasks.
Here are some key factors to keep in mind:
Budget
You’ve got to think about the cost. Smaller firms often need to watch their expenses, so it’s essential to pick software that doesn’t break the bank.
However, don’t go for the cheapest option just to save money. You’ll want to strike a balance between affordability and getting the features you need.
Ease of Use
Complicated software isn’t going to help anyone. Look for tools that are easy to use and don’t require much training.
This is especially important if your team isn’t very tech-savvy. You’ll want software that’s straightforward and lets you hit the ground running.
Cloud-based vs. On-premise
Cloud-based software is becoming the go-to option for small firms because it offers flexibility.
You can access your data from anywhere, which is perfect for lawyers who work remotely or are always on the go.
On the other hand, on-premise software is installed locally on your firm’s computers, which can offer more control over your data but is less flexible.
Security
Law firms handle sensitive client information, so security is a must. Make sure the software you choose has robust security features, like encryption, two-factor authentication, and regular backups.
Your customers rely on you to protect their data, and it’s important to ensure the software you use contributes to that security.
Customer Support
Things will go wrong at some point, and when they do, you’ll need solid customer support.
Pick software that offers accessible and helpful support, whether it’s through phone, email, or live chat. Having reliable support can save you a lot of headaches.
Integrations
Your legal software shouldn’t exist in a vacuum. Look for tools that integrate with other software you’re already using, like email, calendars, or billing systems.
This will help keep your processes smooth and save you from double-entry work.
Scalability
As your firm grows, your software should grow with you. Make sure the tool you choose can handle more cases, clients, and users if needed.
This will save you from needing to switch to a new system down the road.
6 Best Legal Software for Small Law Firms
Small law firms need software that helps them handle multiple tasks efficiently without overwhelming their budget or staff.
Here’s a look at some of the best tech tools that can serve smaller firms well:
1. Briefpoint: Discovery Document Automation
Briefpoint is an AI-powered tool that takes the hassle out of drafting discovery documents.
Whether you’re dealing with requests for production, requests for admission, or interrogatories, Briefpoint speeds up the whole process to let you focus on the more important parts of the discovery process.
Here’s how it works: When you upload a discovery request, Briefpoint’s AI goes to work, pulling out all the basic info it can from the document.
In just a few minutes, you’ll have a draft filled out with most of the routine details. From there, you can tweak it by adding objections or responses using Briefpoint’s built-in menu and then finish it up in Word.
But it gets better. Briefpoint’s Bridge feature makes working with clients a breeze. You can send them the specific interrogatories they need to answer, translated into plain English.
They just fill out their responses online, and Bridge automatically integrates their answers into your document—no more endless back-and-forth emails.
Key features:
- AI-powered automation: Briefpoint takes care of the routine details in your discovery documents, so you don’t have to.
- Bridge for client responses: This feature translates legal jargon into simple language to make it easy for clients to respond. Their answers are automatically added to your documents.
- Built-in objections and responses: Customize your documents with a click by adding responses or objections from the built-in menu.
Pros:
- Automates the time-consuming parts of drafting discovery documents.
- Bridge makes it easy for clients to respond without getting lost in legal jargon.
- Client responses go directly into your document, cutting down on unnecessary communication.
- Affordable for small law firms; per-document pricing available.
Test Briefpoint yourself by scheduling a demo here.
2. Clio: Legal Practice Management Software
Clio is one of the most popular and comprehensive law practice management software on the market.
It’s designed to help law firms of all sizes, including small firms, handle every aspect of their daily operations.
Image source: G2
What sets Clio apart is its flexibility. It’s cloud-based, meaning you can access it anywhere, and it integrates with a ton of other tools you might already use, like Google Workspace, Microsoft Office, and QuickBooks.
Clio makes it simple for small law firms to manage their operations without juggling multiple software systems.
Key Features:
- Case management: Keep all your case information, deadlines, and notes organized in one place.
- Time tracking and billing: Track billable hours easily and create invoices in just a few clicks.
- Client portal: Communicate securely with clients through Clio’s portal, where you can share documents and messages.
- Integrations: Works with popular tools like Google Calendar, Microsoft Office, and more, to streamline your workflow.
- Mobile app: Access your cases, time tracking, and billing on the go with Clio’s mobile app.
Pros:
- Handles case management, billing, and client communication all in one platform.
- Access your cases and data from anywhere, which makes it perfect for legal professionals who work remotely or travel often.
- Clio is known for offering responsive and helpful customer service, especially for small law firms that might not have in-house IT support.
- The interface is intuitive, and you won’t need extensive training to get started.
Cons:
- While Clio offers a lot of value, it can get pricey as you add more features or users, which could be a concern for small firms with limited budgets.
- The basics are easy to pick up, but some of the more advanced features may take time to fully understand.
3. MyCase: Case Management Software
MyCase is a good when it comes to managing cases efficiently, especially for small law firms.
If you’re looking for a tool that focuses primarily on keeping all your case details organized without the extra bells and whistles of a full legal practice management system, this is the one.
Image source: G2
It’s designed to streamline your casework, making it easy to track deadlines, manage documents, and keep case notes all in one spot.
MyCase also has great communication features so you can keep your clients updated on their cases without ever leaving the platform.
Key features:
- Case tracking: You can easily manage all your case details in one dashboard.
- Document management: Upload, store, and organize case documents so that they’re easily accessible whenever you need them.
- Task management: Create tasks, assign them to members, and track their progress.
- Client communication: MyCase’s built-in client portal makes it simple to send case updates, share documents, and communicate securely with clients, all in one place.
Pros:
- MyCase’s strength lies in how it handles case-related tasks. It’s not cluttered with features you don’t need.
- With everything related to your cases stored in one platform, it’s easy to track progress and access documents quickly.
- You can securely communicate with clients via the client portal, share documents, and update them on their cases without relying on external tools.
- It’s simple to navigate, so you won’t waste time trying to figure out how things work.
Cons:
- MyCase is laser-focused on case management, so it may not be the best fit if you need advanced tools for other aspects of practice management.
4. CosmoLex: Billing and Accounting Software
CosmoLex is a go-to solution for small law firms that need a reliable way to manage both billing and accounting under one roof.
It’s specifically designed for law firms, which means it understands the unique requirements of legal accounting, like trust accounting and handling retainers.
Image source: G2
This tool combines legal billing, time tracking, and full-fledged accounting into one platform, saving you the trouble of syncing multiple systems.
For small law firms, where keeping track of finances is critical, CosmoLex simplifies the process while ensuring compliance with legal industry standards.
Key features:
- Legal billing and invoicing: Track billable hours, generate invoices and send them directly to clients from within the platform. It also lets you set up online payments.
- Trust accounting: CosmoLex includes built-in trust accounting features to help you stay compliant with regulations and avoid common accounting pitfalls.
- Time tracking: Whether you’re in the office or on the go, you can easily track billable hours and associate them with specific cases.
- Full legal accounting: Beyond billing, CosmoLex handles general ledger accounting, including expenses, payroll, and taxes—all tailored to law firm needs.
Pros:
- Ensures compliance with legal trust accounting rules, which makes it easier to manage client funds.
- The interface is intuitive, so you don’t need to be a financial expert to handle your firm’s accounting.
- Access your firm’s financial data from anywhere, making it easy to stay on top of things even when you’re away from the office.
Cons:
- If you’re looking for a broader practice management solution, you’ll need to pair it with another tool, as CosmoLex specializes in finance.
- If you’re not familiar with accounting, it might take some time to get comfortable with the deeper financial features.
5. NetDocuments: Document Management Software
NetDocuments is a solid solution for law firms looking to manage their documents securely and efficiently.
For small law firms, keeping track of all the paperwork can be a hassle, but NetDocuments simplifies the process by giving you a cloud-based system where everything is stored, organized, and easily accessible.
Image source: G2
It’s designed specifically for legal professionals, so it knows how important security and compliance are.
With features like advanced search and version control, you can quickly find what you need and never worry about losing track of important legal documents.
Key features:
- Cloud-based storage: You can access your documents anytime, anywhere. Whether you’re in the office, at home, or on the go, everything’s stored securely in the cloud.
- Powerful search tools: Finding a document is a breeze. You can search by keyword, metadata, or even the content of the document itself—no more endless scrolling through folders.
- Version control: NetDocuments lets you keep track of every version of a document so you can always go back to an earlier one if needed.
Pros:
- Your files are stored securely, and you can access them from anywhere, which is great for remote work or multiple office locations.
- Everything is organized in one place, making it easy to manage and find documents when you need them.
- You’ll never lose track of document changes with the version control feature, which is key when multiple people are working on the same file.
Cons:
- It’s a robust solution, so it may be pricier than simpler document management tools.
- While great at what it does, it’s focused purely on documents, so you’ll need additional software for other administrative tasks.
6. CloudLex: Matter Management Software
CloudLex is designed specifically for small and mid-sized law firms that need an efficient way to manage their legal matters from start to finish.
It’s more than just a case tracking tool—it’s a full matter management system that keeps your entire firm organized.
Image source: G2
One of the standout features of CloudLex is its collaborative nature. It’s built to help your team work together seamlessly, keeping everyone on the same page.
Plus, since it’s cloud-based, you can access your matters from anywhere, whether you’re in the office or working remotely.
Key features:
- Matter tracking: Keep track of all case-related information, including deadlines, tasks, and client details, in one organized platform.
- Collaboration tools: Easily share documents, tasks, and updates with your team, ensuring that everyone stays informed and aligned on case progress.
- Client communication: CloudLex includes a secure client portal, so you can communicate with clients, share documents, and provide updates without the need for endless back-and-forth emails.
- Task management: Assign tasks, set deadlines, and track their progress to ensure nothing falls through the cracks.
- Cloud-based: Access your matters from anywhere, whether you’re in the office, working from home, or on the go.
Pros:
- CloudLex’s team-focused tools make it easy for everyone in your firm to work together and stay on top of case developments.
- Unlike some practice management tools that are more general, CloudLex is laser-focused on managing legal matters, making it a perfect fit for small firms.
- Clients can access updates, documents, and communications on the client portal securely, which cuts down on email overload.
Cons:
- While CloudLex excels at managing matters, it doesn’t cover billing or accounting, so you’ll need to pair it with other tools for those functions.
- Some users may find it takes a little time to get used to all of CloudLex’s features, especially if you’re new to legal software.
Build Your Tech Stack With the Right Law Firm Software
Finding the right legal software can really transform how your small law firm operates.
Whether you’re trying to stay on top of case management, billing, or organizing all those important documents, having the right tools can make a huge difference.
Tools like MyCase and NetDocuments help streamline everyday tasks, but if you’re dealing with discovery documents often, Briefpoint is the perfect way to save both time and effort.
Why not give it a try? With Briefpoint, you can cut down the hours spent on drafting discovery documents and get back to focusing on your clients.
It’s fast, and tailored for small law firms like yours, and already trusted by over 500 law firms.
Ready to see how much time you can save? Schedule a demo with Briefpoint today and discover how much smoother your workday can be!
Invest in Your Productivity With Briefpoint
Discovery responses cost firms $23,240, per year, per attorney. $23,240 estimate assumes an associate attorney salary of $150,000 (including benefits – or $83 an hour), 20 cases per year/per associate, 4 discovery sets per case, 30 questions per set, 3.5 hours spent responding to each set, and 1800 hours of billable hours per year.
Under these assumptions, you save $20,477 using Briefpoint, per year, per attorney.
Test Briefpoint yourself by scheduling a demo here.
FAQs About Legal Software for Small Firms
What’s the best small law firm software?
There’s no one-size-fits-all answer, but tools like Clio for practice management and Briefpoint for automating discovery documents are top picks for small firms.
Is Briefpoint easy to use?
Yes! Briefpoint is designed to be user-friendly, so you can quickly draft discovery documents without much effort.
Can I use multiple legal software tools together?
Absolutely. Many tools, like Clio and MyCase, integrate with others, so you can use them together for a more streamlined workflow.
The information provided on this website does not, and is not intended to, constitute legal advice; instead, all information, content, and materials available on this site are for general informational purposes only. Information on this website may not constitute the most up-to-date legal or other information.
This website contains links to other third-party websites. Such links are only for the convenience of the reader, user or browser. Readers of this website should contact their attorney to obtain advice with respect to any particular legal matter. No reader, user, or browser of this site should act or refrain from acting on the basis of information on this site without first seeking legal advice from counsel in the relevant jurisdiction. Only your individual attorney can provide assurances that the information contained herein – and your interpretation of it – is applicable or appropriate to your particular situation. Use of, and access to, this website or any of the links or resources contained within the site do not create an attorney-client relationship between the reader, user, or browser and website authors, contributors, contributing law firms, or committee members and their respective employers.
What Software Do Litigation Lawyers Use?
What Software Do Litigation Lawyers Use?
Litigation is complex, time-consuming, and often very challenging, even for the best of litigators. There’s little we can do about that. But what you can do is make it more efficient.
AI and automation have significantly changed legal technology, affecting every part of how law firms work.
It’s time to cut through the hype and find out which legal tools are really making a difference and which ones can truly help.
Types of Software Designed for Legal Professionals
In the legal profession, having the right tools at your disposal isn’t just helpful—it’s crucial. Lawyers can now deploy an arsenal of software solutions to simplify their daily grind.
Whether it’s case management, billing, or client communication, the right tool is just a click away.
Let’s break down the main types of software that are making the lives of lawyers a lot easier.
Legal Practice Management Software
Lawyers no longer have to juggle multiple systems to run their practice.
With law practice management software, they can efficiently manage tasks, schedule appointments, and handle accounting and document management all in one place.
For one, it keeps all client information, case details, documents, and deadlines organized and easy to access. This helps lawyers avoid wasting time looking for files or dealing with scattered data.
Additionally, practice management software comes with scheduling tools. By consolidating all your appointments, meetings, and court dates in one spot, it sends reminders that help you stay prepared and on schedule.
Financial tasks are also made simpler with legal practice management tools. It allows you to efficiently manage your project’s financials by providing an easy way to log hours and create professional-looking invoices.
Lawyers can log their hours directly into the system and then quickly generate accurate invoices to send to clients.
Legal Document Generation Software
Legal document generation software simplifies the whole process of creating legal documents, including discovery documents.
For example, Briefpoint.ai uses data extracted from court documents and a pre-trained AI to generate discovery document drafts that are pretty much complete.
Instead of starting each document from scratch, lawyers can upload their discovery requests, let the AI extract information and fill out the routine sections, and then finish up with their own objections or responses.
Time Tracking and Billing Tools
For law firms, time is literally money. That’s why they need to get time tracking and billing right.
With the right tools, firms can focus on what matters most: providing excellent service to clients while confidently collecting every dollar earned.
Lawyers can now track their time as they go, eliminating the need for tedious recaps at the end of the day. This could be on a desktop at the office or via an app if they’re out and about. The best part? It eliminates the guesswork and potential errors of trying to recall hours and days after the work’s done.
They’re capable of so much more than just logging hours like payroll, benefits, and performance tracking too.
Expenses tied to cases can add up quickly, but they provide a way to keep them in check. This also makes it easy to total them up and add them to client invoices.
When it’s time to bill clients, these tools can generate detailed invoices with just a few clicks.
They pull in all the logged hours and expenses, lay everything out clearly, and make sure that the invoice looks professional, which can help speed up the payment process.
Legal Research Tools
A comprehensive legal research platform provides a vast library of legal resources right at your fingertips. These platforms gather the essential resources⎯, case law, legal journals, you name it⎯, and make them effortlessly searchable, saving you time and headache.
Instead of digging through physical law books or bouncing between different websites, lawyers can use one comprehensive platform to find everything they need.
Another big plus is the depth of resources available. Whether you’re looking for a rare case precedent or the newest articles on a legal topic, these platforms have it all.
Client Relationship Management Software
Client Relationship Management (CRM) software helps simplify client interactions and keeps all client-related information in one neat package.
At your fingertips, you’ll find a centralized platform housing a wealth of info, including client contact info, case backgrounds, conversation records, and meeting recaps, all in one convenient spot.
CRM software shines in improving communication.
It automates follow-ups and reminders and can even handle marketing emails based on past client interactions, which helps make sure that the firm maintains a steady and professional connection with clients.
Incoming queries can overwhelm even the most organized teams. But with this system, you can gather calls, emails, and web form submissions into one neat pipeline, guaranteeing every client question gets a response.
The Benefits of Legal Software Solutions
Managing a law firm is like juggling many tasks at once. But what if you could offload some of that weight?
Legal software can help take care of administrative tasks and let attorneys focus on what they do best: serving their clients. Here are some of the key advantages:
Increased Efficiency
Legal software really kicks efficiency up a notch. By shouldering the burden of paperwork, case management, and billing, lawyers are left with more time and energy to really dig into the legal nitty-gritty.
Paperwork used to be a necessary evil, but now it’s finally taken a backseat. With more time on their hands, firms can seamlessly scale up their operations and keep their competitive edge.
Improved Accuracy
When it comes to the law, accuracy is non-negotiable. That’s where legal software comes in—it cuts down on human errors through automated calculations and standardized templates for documents.
Savvy businesses focus on accuracy to prevent mistakes and avoid dealing with the consequences. Errors can be costly, and having reliable information is the best way to prevent them.
Better Organization
Legal software keeps everything in one place and makes sure all case-related info is easy to access and up to date.
Whether it’s quickly pulling up documents or checking a client’s history, everything is well-organized and easily available, so you don’t miss anything important.
Enhanced Client Service
With tools like CRM systems and practice management software, staying connected with clients is smoother than ever.
With automated follow-ups and schedule updates, your clients will never feel left in the dark. This approach has a profound impact on their satisfaction levels, leading to greater loyalty and referrals.
Cost Savings
Investing in legal software might seem like a large upfront investment, but it can save a lot of money over time.
It reduces the need for administrative staff by making operations more efficient, which lowers costs and increases profits.
What Software Do Lawyers Use?
Modern law firms take advantage of technology tools to maximize their legal workflows in terms of efficiency, accuracy, consistency, and profitability. But if you’re new to legal software, it can be challenging to figure out which ones will work best for your practice.
That said, we’ve compiled some of the best legal tools you can start your tech stack with:
1. Briefpoint.ai: Discovery Document Generation
Perhaps one of the most tedious tasks of discovery is preparing the documents, such as discovery requests and responses.
But what if you could automate that process and spend no more than a few minutes on each document?
Litigation attorneys know the drill: hours spent drafting discovery documents, only to end up with a stack of repetitive papers.
Briefpoint.ai is here to change that, taking the tedium out of the process with automated document creation.
Best Features:
- Automation: Briefpoint.ai cuts down on manual effort by automating the entire document generation process. With just a few clicks, you can generate comprehensive discovery documents, saving hours of work and reducing the chance of errors.
- Accuracy: This software helps make sure all your documents meet current legal standards and requirements. Precision is crucial in legal proceedings, and with predefined templates and standardized fields, Briefpoint.ai keeps everything accurate and reliable.
- Efficiency: By streamlining document creation, Briefpoint.ai allows your legal team to focus more on case strategy and less on administrative tasks. As your case workflow becomes more agile, your team’s productivity surges. You’ll start resolving cases in record time, and suddenly, you’ll have the bandwidth to tackle new challenges head-on.
- Client responses: Briefpoint Bridge automates the process of collecting client responses and plugging them into discovery documents. With this feature, you no longer have to go through the tedious back-and-forth trying to collect and process your clients’ responses.
Test Briefpoint yourself by scheduling a demo here.
2. Clio: Practice Management
Source: Clio
What if you could manage most,⎯if not all⎯, aspects of your practice using only one platform?
Clio is an all-in-one case management software designed to help law firms stay organized and efficient.
It’s packed with features that simplify the daily operations of legal practice, from managing cases and clients to handling billing and scheduling.
Best Features:
- All-in-one solution: Clio covers everything from case management and document storage to billing and invoicing. It centralizes all your important information and tasks in one place, so it’s easy to stay organized.
- Cloud-based: Accessible from anywhere, Clio allows you to manage your practice whether you’re in the office, at home, or on the go. This flexibility is great for remote legal work and accessing files from multiple locations.
- Client portal: Clio offers a secure client portal where clients can access their documents, communicate with you, and stay updated on their case status.
- Time tracking and billing: Track billable hours effortlessly and generate detailed invoices with just a few clicks. Clio’s billing features help make sure you get paid accurately and on time.
Limitations:
- Cost: Clio can be a significant investment, especially for smaller firms. The pricing may be a bit steep for solo practitioners or small practices with limited budgets.
- Feature overload: For smaller firms or solo practitioners, Clio’s extensive features might feel overwhelming. It has a lot of capabilities, which might be more than what a small practice needs.
- Learning curve: While Clio is user-friendly, getting the hang of all its features and functionalities can take some time.
3. FastCase: Legal Research
Source: FastCase
One of the most tedious parts of litigation is due diligence or, more specifically, legal research.
Imagine having a hyper-powered legal research partner that cranks out results in seconds. That’s what FastCase delivers⎯fast, reliable access to a massive cache of legal knowledge.
Picture this: you’re wading through stacks of legal texts, searching for that one key precedent. This research process serves as your guide, leading you straight to the relevant case law, statutes, and legal building blocks you need.
Best Features:
- Comprehensive database: FastCase offers access to a wide array of legal documents, including case law, statutes, regulations, court rules, and legal journals.
- Advanced search functionality: The platform includes robust search tools that help you find relevant legal information quickly. You can use keywords, citations, or natural language to conduct your searches, making it easy to locate the documents you need.
- Visualization tools: FastCase includes unique visualization features, which help you better understand the relationships between cases and the development of legal doctrines.
Limitations:
- Subscription costs: While FastCase offers a range of pricing plans, accessing the full suite of features can be expensive.
- Limited annotations: FastCase might not have as extensive annotations and editorial content as some other legal research platforms. This could require users to supplement their research with additional sources for deeper insights.
4. DocuSign: Signatures
Source: DocuSign
DocuSign is a popular electronic signature platform that allows lawyers to get documents signed quickly and securely.
Modern law firms can’t imagine life without this tool, which effortlessly streamlines document signing and abolishes the need for a paperwork pileup.
Best Features:
- Legally binding: DocuSign ensures that electronic signatures meet legal standards and are legally binding.
- Ease of use: The platform is user-friendly, making it easy for both lawyers and clients to sign documents electronically. With just a few clicks, documents can be signed and returned, saving time and reducing hassle.
- Secure: DocuSign uses advanced security measures, including encryption and secure storage, to protect sensitive information.
Limitations:
- Internet dependency: DocuSign requires a stable internet connection to function. This can be a limitation in areas with poor connectivity or during internet outages.
- Cost: The pricing for DocuSign can be a consideration, especially for smaller firms or solo practitioners. The cost may add up if the platform is used frequently.
5. LeanLaw: Accounting
Source: LeanLaw
For law firms, managing finances can be a minefield, but LeanLaw is here to guide them through it, accuracy being its top priority.
Legal accounting just got a whole lot easier. This platform simplifies the process with features that cater specifically to the demands of legal professionals.
Best Features:
- Legal-specific features: LeanLaw includes features designed specifically for law firms, such as trust accounting, which is crucial for managing client funds separately from the firm’s operational funds.
- Integration with QuickBooks: LeanLaw integrates seamlessly with QuickBooks so that financial data is synced between the two systems, reducing manual data entry and the potential for errors.
- Time and expense tracking: The software allows for easy tracking of billable hours and expenses. Lawyers can log their time and associated costs directly into LeanLaw, which then integrates this data into invoices.
Limitations:
- Cost: For smaller firms or solo practitioners, the cost of LeanLaw might be a consideration. While it offers valuable features, the pricing could be a barrier for those with limited budgets.
- Dependence on QuickBooks: LeanLaw is most effective when used in conjunction with QuickBooks. Firms that don’t use QuickBooks might find it less useful or may need to invest in additional software.
Make Discovery Less Tedious Today
Every litigator knows that discovery is one of the most time-consuming phases of a case. And within that process lies a huge bottleneck: discovery document drafting.
Manual drafting can take hours out of your or your paralegal’s day–hours that you could otherwise spend on more substantial work.
Where’s the way forward?
Briefpoint.ai, is a document automation software that lets you create discovery documents within minutes. Schedule a demo today and see the magic for yourself.
Maximize Your Profitability With Briefpoint
Discovery responses cost firms $23,240, per year, per attorney. $23,240 estimate assumes an associate attorney salary of $150,000 (including benefits – or $83 an hour), 20 cases per year/per associate, 4 discovery sets per case, 30 questions per set, 3.5 hours spent responding to each set, and 1800 hours of billable hours per year.
Under these assumptions, you save $20,477 using Briefpoint, per year, per attorney.
Test Briefpoint yourself by scheduling a demo here.
FAQs About Litigation Tech Tools
What is the most important software for litigation lawyers?
It depends on the lawyer’s needs, but practice management software is often considered essential as it helps with task management, scheduling, and client communications.
How can legal software improve client communication?
Staying on top of client communications can be a Herculean task, but legal software and similar CRM solutions simplify the process by organizing interactions, automating updates, and streamlining follow-ups so you can maintain quality legal services.
Are legal software solutions secure?
Yes, most legal software solutions are designed with robust security features to protect sensitive client information. They often include encryption, secure cloud storage, and compliance with legal industry standards to ensure data privacy and security.
The information provided on this website does not, and is not intended to, constitute legal advice; instead, all information, content, and materials available on this site are for general informational purposes only. Information on this website may not constitute the most up-to-date legal or other information. This website contains links to other third-party websites. Such links are only for the convenience of the reader, user or browser.
Readers of this website should contact their attorney to obtain advice with respect to any particular legal matter. No reader, user, or browser of this site should act or refrain from acting on the basis of information on this site without first seeking legal advice from counsel in the relevant jurisdiction. Only your individual attorney can provide assurances that the information contained herein – and your interpretation of it – is applicable or appropriate to your particular situation. Use of, and access to, this website or any of the links or resources contained within the site do not create an attorney-client relationship between the reader, user, or browser and website authors, contributors, contributing law firms, or committee members and their respective employers.
How to Automate Legal Discovery In 2024 (Using AI)
How to Automate Legal Discovery In 2024 (Using AI)
Estimates suggest that lawyers only bill 2.3 hours during an 8-hour workday. What happens to the rest of your time?
Unfortunately, much of it goes on paperwork, such as legal discovery. Legal professionals spend vast tracts of their office hours performing non-billable tasks, reducing their earning power and risking burnout.
That’s why there is now significant interest in automating legal discovery processes.
Law firms and individual attorneys want to save time and money by getting sophisticated software to streamline this workflow.
Such technology now exists. For example, Briefpoint’s discovery document drafting software can save an estimated 87% of the time needed in creating a response. Furthermore, these new tools do not require sophisticated technical skills.
In this article, we’ll explore how to automate legal discovery responses in your law firm.
Once you learn how to do this, you can save time and money and avoid spending hours of your day on dull, non-billable tasks.
How to Automate Legal Discovery Responses
Automating legal discovery responses involves choosing appropriate software from the many options available on the market. The solution you select will determine how much you can reduce labor and increase your billable hours.
The following is a step-by-step guide to how the most advanced AI-powered software automates legal discovery responses.
These products balance the need to speed up work against the requirement for legal accuracy and compliance.
1. Analyze The Discovery Request
Discovery response automation tools first analyze the discovery request from the opposing party. Sophisticated AI systems analyze text, extracting relevant pieces of information to create a response shell.
For example, Briefpoint uses machine learning to transform requests for information from the opposing counsel into digestible lists.
This feature lets you see their demands in a pithy, easy-to-interpret format, speeding up response. (Briefpoint can interpret requests in formats accepted in all fifty states).
2. Respond
AI tools next use AI to help you respond faster to legal discovery requests. Tools use a variety of templates and libraries to insert language that is legally permissible and in your client’s best interest.
For example, Briefpoint provides two ways to automate this process. The first is to click relevant responses from the menu on the left-hand side.
Selecting an objection will cause that response to appear in the text in reply to the request.
However, you can also get the software to suggest objections for you (and why they apply to the request).
Using this method will highlight anything the solution thinks is relevant, given the inputted text. Then, you can quickly review them, editing them where appropriate.
Finally, you can use these tools to add a substantive response. This automated piece of text provides additional context for your reply.
Briefpoint also has a built-in feature called Bridge, which automates the process of collecting client responses and integrating them into discovery documents.
Bridge lets you select interrogatories, translate them into easy-to-understand language, and send them to your client with just a few clicks. Once they respond, Bridge will plug their responses into your document.
3. Download And Review
Finally, you will need to download and review the response document. Solutions vary in their usability. Some require using their integrated word-processing software, while others force you to use PDFs.
By contrast, Briefpoint lets you download your document into Microsoft Word, which probably integrates better into your workflow than a separate review platform.
You can see the edited document at any production stage, allowing you to add or subtract from it whenever you want.
How to Automate Legal Discovery
AI tools can also automate the creation of legal discovery documents, such as requests for admission, requests for production, and interrogatories.
These facilities mean you can automate the initiation aspect of legal discovery work, not just the response.
1. Design Your Document
The first step is to draft your propounding discovery document. Solutions begin by collecting essential information to populate the request.
For example, Briefpoint asks for information about the case name, request type (request for admission, request for production, or interrogatory), and the responding party.
You can also link it to an existing case or client or a new one.
2. Add Requests
The next step is to add your requests. Automation software accelerates this process by including pre-built requests grouped by case type and theories of law.
For example, Briefpoint lets you select interrogatories related to “auto torts” with a click and add them to your request.
3. Document Review
The final step is to download and review your newly generated request document. Again, Briefpoint lets you edit it in Word, which is ready to attach to an email or print after the review process.
The Benefits Of Automating Legal Discovery
Automating legal discovery work isn’t just about saving time and money—though it certainly does that.
The real benefits go beyond efficiency, helping law firms improve accuracy, client relationships, and overall workflow.
Here’s a deeper look into how automating legal discovery can transform the way you manage cases.
Reducing Errors in Discovery Responses
One of the most significant advantages of using automation tools in legal discovery is the reduction in errors.
These tools can sift through large volumes of documents and data to quickly identify key themes and relevant information.
By doing so, they help make sure your responses are accurate and comprehensive, minimizing the risk of oversight.
Protecting Privileged Information
Handling large volumes of documents manually increases the risk of accidentally revealing privileged information.
Automation tools are designed to offer permissible retorts to help you carefully craft responses while protecting sensitive data.
These tools can highlight or hide privileged information, ensuring that you comply with legal requirements and maintain the confidentiality of involved parties.
Improving Client Relationships
Another often overlooked benefit of automating legal discovery is how it improves your relationship with clients.
With less time spent sifting through documents and performing repetitive tasks, you can dedicate more time to the parts of your job that matter most—working closely with your clients and building strong relationships.
Shifting Focus to Higher-Value Tasks
By automating the drudgery of document review and discovery, tools like Briefpoint allow you to shift your attention to more meaningful work.
Rather than getting bogged down in repetitive, manual tasks, you can focus on case strategy, negotiations, and court preparation.
Automating discovery gives you the opportunity to operate more efficiently, helping you focus on the parts of your job that bring you the most satisfaction and success.
Improving Efficiency and Workflow
Ultimately, automating legal discovery transforms the way your firm operates.
It creates more efficient workflows, reduces manual errors, and speeds up the document review process. This allows your firm to handle more cases or complex matters without overwhelming your team.
By using tools that automate the more mundane parts of legal discovery, you can improve the overall efficiency of your firm, allowing it to grow and serve clients more effectively.
Enjoy a Cost-Effective Discovery Process With Briefpoint
Discovery responses cost firms $23,240, per year, per attorney. $23,240 estimate assumes an associate attorney salary of $150,000 (including benefits – or $83 an hour), 20 cases per year/per associate, 4 discovery sets per case, 30 questions per set, 3.5 hours spent responding to each set, and 1800 hours of billable hours per year.
Under these assumptions, you save $20,477 using Briefpoint, per year, per attorney.
Test Briefpoint yourself by scheduling a demo here.
FAQs About Automating Legal Discovery
How do you automate legal work?
The degree to which you can automate legal work depends on the tools you use. Next-generation software, like Briefpoint, uses advanced AI to extract relevant information from discoveries and provides a template, legally permissible, and editable responses you can include.
Can AI write a legal brief?
AI-powered automation can write legal briefs. However, due to problems around hallucination (including false information), the industry doesn’t believe the current generation of large language models (LLMs) is ready for prime time. However, such tools can help generate content for legal teams to review.
What is e-discovery in law?
E-discovery is simply the electronic version of conventional discovery. It involves submitting digital evidence, requests for production, requests for admission, and interrogatories via digital means (over the Internet) instead of by hand or mail.
How do you automate the collection of Electronically Stored Information (ESI)?
Automating the collection of Electronically Stored Information (ESI) involves using electronic discovery technology to streamline the process of finding, preserving, and gathering digital data to share in state and federal courts. This is typically done by setting up systems that can automatically search through emails, cloud storage, and other digital platforms to find relevant information based on specific criteria like keywords or dates. These systems also make sure that the data is preserved in its original form to prevent any alterations and have tools for producing electronic documents.
The information provided on this website does not, and is not intended to, constitute legal advice; instead, all information, content, and materials available on this site are for general informational purposes only. Information on this website may not constitute the most up-to-date legal or other information. This website contains links to other third-party websites. Such links are only for the convenience of the reader, user or browser.
Readers of this website should contact their attorney to obtain advice with respect to any particular legal matter. No reader, user, or browser of this site should act or refrain from acting on the basis of information on this site without first seeking legal advice from counsel in the relevant jurisdiction. Only your individual attorney can provide assurances that the information contained herein – and your interpretation of it – is applicable or appropriate to your particular situation. Use of, and access to, this website or any of the links or resources contained within the site do not create an attorney-client relationship between the reader, user, or browser and website authors, contributors, contributing law firms, or committee members and their respective employers.