AI in Law Firms: How Is It Being Used Today?

The legal profession is often associated with long hours and extensive work. Cases can drag on for months or even years, requiring countless hours of research, documentation, and other operational tasks behind the scenes.

Artificial intelligence is transforming industries across the board, and the legal field is no exception. By automating time-consuming processes and maximizing efficiency, AI is changing how law firms operate.

In this article, we’ll explore how AI in law firms streamlines workflows and helps law firms reclaim valuable time—saving dozens of hours that can be better spent on strategic work.

What Is Artificial Intelligence (AI)?

AI development is all about teaching machines to think and learn, just like humans do. So, instead of just following instructions, AI can understand language, recognize things, make decisions, and even get better at legal practice over time.

In the legal field, generative AI is one of the best tools legal professionals can have. For example, AI tools like Briefpoint automate the preparation of discovery responses and request documents.

How Is AI Being Used in the Legal Field?

AI offers a multitude of benefits for the legal industry, including the power to automate routine tasks and analyze large volumes of data. Here are some of the legal tasks AI can streamline:

1. Document Review

AI is making document review faster, easier, and less stressful for legal teams. Instead of spending hours combing through piles of paperwork, AI uses natural language processing (NLP) to quickly analyze and sort documents.

It can pull out important details, flag inconsistencies, and even spot risks in contracts—all in a fraction of the time it would take a person.

This is extremely helpful in areas like litigation and due diligence, where there’s a ton of paperwork and tight deadlines. AI doesn’t just save time; it also reduces errors and helps legal professionals focus on more complex, strategic work.

2. Document Automation

Generative AI tools like Briefpoint make document drafting much easier for legal professionals. These tools can quickly create standard legal documents, saving litigators tons of time and effort. This process, known as document automation, takes the repetitive work out of the equation.

Lawyers can focus on more complex, strategic work while leaving routine drafting to AI. For law firms managing tight deadlines and heavy workloads, document automation is quickly becoming an essential part of modern legal practice.

For instance, Briefpoint lets you draft discovery requests and responses within minutes instead of hours. The process is simple:

Upload your discovery request
Add objections and responses to your request
Download your draft in Word and add the finishing touches

Briefpoint takes care of everything in between, such as filling out routine information. It also comes with Bridge, a built-in feature that lets you select interrogatories, send them to your client in plain English, and then plug their responses back into your draft.

3. Litigation Analysis

AI tools are helping lawyers analyze litigation more effectively by using data from past cases. These tools can identify patterns, predict outcomes, and assess the strengths and weaknesses of a case based on available legal context.

They provide valuable insights that help legal professionals make well-informed decisions and craft stronger strategies.

With this kind of analysis, lawyers can better understand how similar cases have been handled, anticipate potential challenges, and give clients more accurate advice. It’s a practical way to save time and improve the quality of legal work, especially for firms handling complex or high-stakes cases.

4. Legal Research

AI is making legal research faster, easier, and much more efficient. Legal research platforms like Casetext and Bloomberg Law are designed to sift through massive legal databases to find the most relevant cases, statutes, and precedents in no time.

Instead of spending hours digging through books or online archives, lawyers can just type in questions in plain language, and the AI delivers accurate results.

What’s more, these tools help uncover hidden connections and make sure no critical details are missed. They’re also constantly updated so that lawyers can stay on top of the latest laws and rulings without extra effort.

5. Contract Analysis

AI tools are changing the way lawyers handle contracts, which helps make the review and analysis process faster and more reliable.

These tools can quickly scan contracts to detect risks, highlight key terms, and check for compliance with regulations. They’re especially handy for large-scale projects like corporate transactions or mergers, where accuracy and speed are critical.

Advanced tools like Kira Systems and LawGeex can even flag problematic clauses and suggest edits to help legal teams make informed decisions without spending hours on manual review. This not only reduces errors but also frees up time for more strategic tasks.

For law firms and corporate legal teams, AI-powered contract analysis tools are becoming essential, allowing them to handle high volumes of contracts efficiently while minimizing risks.

6. Client Services

AI is changing the way law firms connect with clients, making interactions faster, more efficient, and easier to manage.

Chatbots and virtual assistants can handle basic questions, schedule appointments, and even provide updates on case progress, all while being available 24/7. This means clients get the help they need without waiting.

These tools are also great for client intake, helping collect essential client data, automating documentation, and simplifying onboarding. For example, AI can analyze the information provided by clients to identify their legal needs or pair them with the right lawyer.

Routine tasks no longer need to take up valuable time, allowing law firms to focus on building stronger client relationships and delivering better outcomes. Whether answering common questions or guiding clients through their legal journey, AI makes the entire process smoother and more client-friendly.

7. Administrative Tasks

AI is simplifying the behind-the-scenes work that keeps law firms running. Managing schedules, tracking deadlines, and organizing files can take up valuable time, but AI tools handle these tasks seamlessly.

Billing and invoicing are also easier with AI, as it automates time tracking, generates invoices, and keeps billing accurate. For document management, AI helps organize and store files in a way that makes them quick to find when needed.

These tools lighten the load for legal teams and free up time for higher-priority work. Whether keeping calendars in order or making billing a breeze, AI handles the details so firms can operate more efficiently.

Here are some examples of tasks AI can handle for you:

Keeping calendars and schedules organized
Sorting and storing legal documents
Automating invoicing and time tracking
Monitoring deadlines and reminders
Managing routine client follow-ups

What Are the Benefits of Using AI in Law Firms?

From case analysis to litigation, AI can augment and improve almost all parts of the legal process. Below are the potential benefits an AI tool can provide for the legal industry:

Better accuracy: AI minimizes human errors in document analysis and legal research, which allows for more consistent documents and reduces problems arising from inaccuracies.
Cost reduction: By automating routine tasks, machine learning AI can lower operational costs.
Mass data capture: AI’s ability to analyze large datasets can uncover trends and patterns, providing valuable insights for case strategy and legal advice in most legal departments. Pairing this feature with generative AI can also help increase the accuracy of legal drafting.
Improved drafting and workflow efficiency: AI improves legal drafting by identifying inconsistencies, suggesting improvements, and automating repetitive tasks. Combining AI-driven data capture with generative AI tools leads to higher-quality documents and faster turnaround times.
Better client services: AI-powered tools help make client communication easy, which leads to faster responses and personalized services. Clients benefit from quicker updates, improved case insights, and a more seamless overall experience.

Lawyers vs Artificial Intelligence

AI can handle a lot of tasks that used to take up lawyers’ time, like reviewing documents, analyzing legal data, or even drafting contracts.

But when it comes to things like nuanced judgment, ethical decision-making, and persuasive courtroom arguments, AI doesn’t hold a candle to the skills of a good lawyer.

The strength of AI lies in its ability to process massive amounts of information quickly and accurately, but it can’t think critically or understand the human side of legal work. Lawyers bring empathy, creativity, and strategic thinking to the table—qualities that machines simply can’t replicate.

Instead of viewing AI as a replacement, it’s better to see it as a tool that improves what lawyers can do. By taking care of repetitive or time-consuming tasks, AI frees up lawyers to focus on the big-picture aspects of their work.

In the end, the combination of skilled lawyers and smart AI tools is the real innovation. AI isn’t here to replace lawyers—it’s here to make their jobs easier and more impactful.

What Does AI Integration Look Like for You?

Integrating AI into the legal field isn’t just about adding a new tool—it’s about changing the way work gets done to make things faster, easier, and more efficient.

For law firms, it means less time spent on repetitive tasks and more time to focus on the work that matters most.

Briefpoint makes this process simple by offering AI tools that are easy to use and fit right into your existing workflows. Here’s what AI integration can look like:

Saving time: Automate tasks like drafting legal briefs, reviewing contracts, or managing client intake so that you can focus on bigger priorities.
Improving accuracy: Let AI handle the details, reducing errors in research, document analysis, and compliance checks.
Getting better insights: Use AI to analyze data, uncover patterns, and create stronger case strategies.
Smoother workflows: AI tools work alongside your existing processes to make everything run more efficiently.
Helping clients faster: Provide quicker responses and updates, improving the overall client experience.

With tools like Briefpoint, integrating AI doesn’t have to be complicated. It’s about making your workday easier and more productive, so you can focus on delivering great results.

Savings of Implementing Briefpoint Into Your Firm

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.

Book a demo and save on these costs with Briefpoint.

FAQs About AI in Law Firms

How is AI used in law firms?

AI is used in law firms to automate repetitive tasks, improve accuracy, and increase efficiency. Common applications include document review, legal research, contract analysis, client intake, billing, and case prediction. AI tools help lawyers save time, reduce errors, and focus on strategic tasks like advising clients and building case strategies.

What percentage of law firms are using legal AI?

As of now, a significant number of law firms are adopting AI, with estimates ranging from 25% to 35%, depending on the region and firm size. Larger firms tend to lead the way in AI adoption, using tools for tasks like research, document review, and compliance management.

Is AI a threat to law firms?

AI isn’t a threat to law firms but a tool that improves their capabilities. While it automates routine tasks, it can’t replace the judgment, creativity, and interpersonal skills lawyers bring to the table. Instead of replacing lawyers, AI helps them work faster and more efficiently, making it an asset rather than a competitor.

Is AI in law ethical?

Yes, when used responsibly. The ethical use of AI technology in law involves transparency, accountability, and ensuring that AI tools are used to progress fairness. Every law firm must exercise due diligence when incorporating a new tool like generative AI into their workflow, particularly when it comes to privacy and data security.

What are the disadvantages of AI in law firms?

While AI offers many benefits, there are a few downsides:

Cost: Implementing AI tools can be expensive, especially for smaller firms.
Learning curve: Lawyers and staff may need training to use AI systems effectively.
Limitations: AI can’t handle complex legal reasoning or provide nuanced judgment.
Privacy concerns: Using AI tools may involve handling sensitive client data, and raising security and confidentiality issues.

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.

Is It Time to Adopt Legal Automation?

Legal automation simply means using technology to accomplish tasks with minimal human intervention. Usually, automated workflows handle tasks that take up too much time, are repetitive, and don’t necessarily need a lot of input from legal professionals.

But as promising as automation technology is, there is still a lot of due diligence you have to do before implementing it into your practice.

So, let’s take a closer look at what legal automation is, how it works, how it can benefit you as a legal professional, and some legal automation FAQs every professional should know.

What Does Legal Automation Mean?

The simple definition of automation is the use of technology or machines to perform tasks without much human intervention.

In the legal industry, legal automation means using technology and software to tackle the repetitive, everyday tasks that lawyers traditionally spend hours on.

In the past, law firms and in-house legal teams used manual, isolated processes to handle daily workflows, which often meant staff were bogged down with tedious administrative duties.

Legal automation changes this by increasing efficiency, reducing errors, and freeing up time for legal professionals to focus on more complex, valuable work.

What Legal Processes Can You Automate?

Contrary to popular belief (among legal professionals, at least), many legal tasks are subject to automation.

Some might argue that legal workflows are too complex to simplify with machines, but today’s legal tech begs to differ.

Here’s a closer look at key legal processes that can be automated:

Contract Review and Management

Contracts are crucial, but managing them can be incredibly time-consuming.

Automation tools can help legal departments by scanning contracts for key clauses, compliance issues, and potential risks. They also keep track of different contract versions to make sure everyone is on the same page.

Plus, workflow automation can speed up the approval process so it’s smoother and more efficient. This means no more going back and forth with different entities and wasting even more time on each contract.

Legal Document Drafting

Historically, drafting legal documents is a tedious process that requires keen attention to detail and at least a few hours spent creating, editing, and reviewing each document.

This is now changing thanks to legal document automation tools that create documents with the same accuracy and consistency as manually created ones–if not better. Most legal document automation tools use a combination of artificial intelligence (AI) and templates to speed up the drafting process.

For example, Briefpoint.ai is a generative AI and machine learning tool that drafts discovery responses by analyzing a request document, generating a draft that is mostly complete, and letting you finish up by adding pre-loaded objections or responses.

Billing Management

Automated systems can track billable hours and generate invoices based on those hours and predefined rates.

They also monitor payments and send reminders for overdue invoices, which helps simplify the entire billing process and make sure you don’t miss out on any billable time.

This leads to better cash flow for your legal team and less financial stress. Plus, you can have a bird’s eye view of how your time is being spent and whether that time is producing value or not.

Routine Tasks

Administrative tasks, though necessary, can take up a lot of your time. Luckily, modern tech now allows you to create automated workflows for manual processes that otherwise take too much time, money, and brain power.

For example, you can easily automate the following routine tasks:

Data entry
Scheduling
Sending appointment reminders
Client intake forms
Populating client databases
Data entry
Email management
Organizing and filing documents
Task management
Sending task reminders and notifications
Tracking billable hours
Generating and sending invoices
Monitoring payments and sending reminders
Sharing documents securely
Automatic time tracking
Sending follow-up emails and updates
Creating regular reports

Legal Research

Legal research can be a bottleneck because it often involves combing through mountains of complex legal texts, cases, and statutes, all demanding meticulous attention to detail and absolute precision.

However, it’s not like your legal department can skip this very important step.

Luckily, there are now automation tools that can search through vast databases of legal texts, statutes, and precedents way faster than a human ever could. They can also offer summaries of relevant cases and legal opinions, which saves you hours of reading.

Additionally, these tools keep you up-to-date on the latest legal developments so that you always have the most current information.

Why is Legal Automation Important For Law Firms?

Automation is a hotly debated topic in the legal field, and not without reason. There are many concerns about the validity of AI-generated work, such as legal documents, and many lawyers are hesitant to automate something they can already do themselves.

There’s also a notion that the law is too complex to throw technology into the mix, but legal automation technology is proving otherwise.

If you’re still on the fence about automating, here are some benefits that might convince you to make the switch:

Increased Efficiency in Task Management

Automating routine tasks saves a lot of time. Things like document drafting, billing, and scheduling get done faster and more consistently, which frees up lawyers to focus on more strategic and complex legal services.

Cost Savings in Daily Operations

Automation significantly lowers operational costs by reducing dependency on manual processes.

Fewer administrative hours are billed, freeing up resources for client-related work and business growth, which improves the firm’s bottom line.

Improved Accuracy and Reduced Errors

Repetitive tasks often lead to human errors that can be costly and time-consuming to fix. Automation eliminates such risks by completing tasks with precision and consistency, which helps make sure you have high-quality outcomes every time.

Ensuring Compliance with Legal Standards

Automation tools help maintain compliance with industry standards and regulations. Automated checks and audits make sure all processes meet the latest legal requirements, which cuts down on the risk of non-compliance.

Better Client Service

With routine tasks handled automatically, legal professionals can offer quicker turnaround times and more personalized service. Client-specific tasks you can automate include:

Client intake
Scheduling meetings
Billing and invoicing
Document sharing
Client updates and follow-ups

Simplified and Organized Workflow

Automation creates a more organized workflow for legal matters. Automated task management and scheduling make sure deadlines are met, and nothing falls through the cracks, which helps lead to a more productive and efficient team.

Scalability for Growing Practices

As your practice grows, automation allows you to handle more cases and clients without needing to hire a lot more staff. This means you can expand without compromising on quality or efficiency.

Increased Job Satisfaction

Repetitive tasks can often detract from the more fulfilling aspects of legal work. Automation helps by handling these routine responsibilities, which allows legal professionals to dedicate their time to more meaningful and intellectually stimulating tasks.

This shift not only improves job satisfaction but also helps reduce burnout and turnover, fostering a more motivated and productive team.

Data-Driven Insights

Many automation tools come with analytics and reporting features that offer valuable insights into your operations. Such insights can help you make informed decisions, optimize processes, and save time on research.

Signs That You Need Legal Automation Software

If you’re wondering whether it’s time to invest in legal automation software, here are some signs to look out for:

1. High Volume of Routine Tasks

When your team is buried under administrative duties more than actual legal work, it’s a clear sign that you need automation.

Tasks like scheduling, data entry, and document management can be automated, freeing up your team to focus on more important work.

2. Frequent Errors

Mistakes in documents, billing, or data entry are becoming common. Human error is inevitable, especially with repetitive tasks. Automation can significantly reduce these errors by ensuring consistency and accuracy in every process.

This not only improves the quality of your work but also builds trust with your clients, who rely on your precision and expertise.

3. Slow Turnaround Times

Struggling to meet deadlines and having clients wait longer than they should for responses and results is a red flag. Automation can speed up processes like document drafting, contract review, and legal research so you deliver timely and efficient service.

Faster turnaround times mean happier clients and a more productive team!

4. Increasing Operational Costs

If your expenses are climbing due to inefficiencies and the need for more administrative staff, it’s time to consider automation.

Automating routine tasks can reduce operational costs by minimizing the need for additional administrative support. This allows you to allocate resources more effectively and invest in areas that drive growth and client satisfaction.

5. Employee Burnout

Overworked staff dealing with repetitive tasks can lead to burnout, reducing productivity and increasing turnover rates.

Automation can alleviate this burden by handling mundane tasks, allowing your team to focus on more challenging and rewarding work.

6. Manual Data Management

Spending too much time managing and organizing files and data manually can be a major productivity drain.

Automation can streamline data management by organizing and storing information efficiently, making it easily accessible when needed.

Automate the Most Tedious Part of Litigation

Discovery responses are often one of the most time-consuming parts of litigation, pulling valuable time and focus away from building a strong case. Briefpoint changes that by automating this tedious process, which helps you save hours, cut down on costs, and deliver accurate results every time.

Briefpoint is incredibly easy to use. Just upload your document, and Briefpoint’s machine-learning system will extract as much information as it can to fill out the routine stuff in your draft. Then, you can add objections to each request or interrogatory by selecting from a built-in menu.

There’s also Briefpoint Bridge, a feature that helps you collect client responses and plug them into your document with no back-and-forth necessary.

With more time to focus on strategy and client advocacy, you can handle litigation more efficiently and effectively.

Curious about how it can fit into your practice? Schedule a demo today and see how Briefpoint.ai simplifies discovery while letting you focus on what matters most.

Gain a Competitive Advantage With Briefpoint.ai

Book a demo and save on these costs with Briefpoint.

FAQs About Legal Automation

What is legal document automation?

Legal document automation uses software to quickly create, edit, and manage legal documents with templates and minimal manual input. It ensures accuracy, saves time, and reduces errors in tasks like drafting contracts or discovery responses.

What is law firm automation?

Law firm automation involves using technology to streamline repetitive tasks such as billing, scheduling, document drafting, and client intake. This boosts efficiency, cuts costs, and allows lawyers to focus on more complex work.

Can a lawyer’s job be automated?

Parts of a lawyer’s job, like routine tasks, can be automated, but core functions—such as strategic advice and client advocacy—require human expertise. Automation supports lawyers by saving time for higher-value work.

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.

Cloud Solutions for Law Firms: Transform Your Practice

Running a law firm comes with its fair share of challenges—managing overwhelming case files, keeping client data secure, meeting deadlines, and staying on top of billing.

On top of that, many firms still rely on outdated systems that make collaboration clunky and remote access nearly impossible. Sound familiar?

Cloud technology offers a way out of these common pain points. By shifting your firm’s operations to the cloud, you can optimize workflows, improve security, and access everything you need from anywhere.

This guide will walk you through why cloud solutions are a must for law firms, how they work, and how to get started. If you’re ready to leave inefficiencies behind, read on to see how the cloud can transform your practice.

How Does Cloud Computing Work for Law Firms?

Cloud computing provides on-demand access to essential resources like servers, data storage, software, and networking over the Internet. For law firms, it means securely storing files, managing cases, and accessing tools online instead of relying on physical servers in the office.

Many people already use cloud-based applications, like Google Drive or LinkedIn, for everyday tasks without realizing the underlying technology. Similarly, cloud solutions for law firms work by offering secure, remote access to their entire tech infrastructure through an internet connection and login.

What sets cloud computing apart is that it shifts the responsibility of maintaining the technology to the service provider. Tasks like server updates, security patches, and software upgrades happen automatically in the background, requiring no action from the firm.

For law firms transitioning from on-site servers, adopting the cloud means outsourcing complex IT management while gaining the flexibility to work from anywhere.

Why Should Your Law Firm Invest in Cloud-Based Legal Software?

Switching to cloud-based legal software is a significant yet worthwhile investment for any law firm wanting to modernize its workflows. Here are some of the best reasons why becoming a cloud law firm is a great idea:

Simplify Your Day-To-Day Work

Lawyers juggle a lot; it’s something that won’t change no matter how much technology you adopt. Between managing cases, billing clients, and keeping track of deadlines, things can get overwhelming.

Cloud-based software brings everything into one neat package. You can perform a ton of tasks in one place, such as:

Manage cases
Share documents
Track billing
Manage client communications
Collaborate with team members
Draft and edit legal documents

Save on Costs Without Compromising Quality

Running your own servers and keeping IT support on hand can burn a hole in your budget. Cloud solutions do away with those costs. Instead, you get a simple subscription plan that covers everything—no surprise maintenance bills or hardware upgrades.

Plus, with lower upfront costs, even smaller firms can afford to use top-notch software.

Work From Anywhere, Anytime

With cloud software, all you need is an internet connection, and you’re good to go. Whether in court, at home, or on a coffee run, you can pull up files, review case details, or collaborate with your team in real time.

Keep Client Data Safe

Worried about data security? The good news is that cloud providers go all out to keep your data secure. They use encryption, firewalls, and regular updates to protect sensitive client information.

Plus, many cloud platforms meet strict compliance standards, so you can rest easy knowing your data is in safe hands.

Grow Without the Growing Pains

Whether adding new attorneys, taking on more cases, or expanding to new locations, cloud software grows with you. Need more storage? No problem. Adding new users? Done in a few clicks.

It’s built to scale, so you won’t have to deal with the hassle of upgrading servers or rethinking your tech setup as your firm gets bigger.

Bounce Back Quickly in an Emergency

Ever lost a crucial document or dealt with a computer crash? With cloud services, your data is automatically backed up, so even if something goes wrong, you can recover everything quickly. Whether it’s a power outage, a broken laptop, or an accidental file deletion, the cloud has you covered.

How to Move Your Law Firm to the Cloud

Transitioning your law firm to the cloud may seem like a big undertaking, but with a clear plan and the right tools, it can be a smooth process. Here’s a step-by-step guide to help you make the move without disrupting your operations:

1. Evaluate Your Current Setup

Before moving to the cloud, take time to assess your firm’s current operations. Focus on these key areas:

List all existing hardware, servers, and software currently in use.
Review where and how your firm stores files, including case documents, client information, and billing records.
Examine the tools you use for case management, billing, and communication. Are they meeting your needs, or are there gaps?
Look for inefficiencies, such as outdated software, slow systems, or limited access to files outside the office.
Consider how your team collaborates. Does your current setup support seamless communication and remote work?

2. Choose the Right Cloud Service Provider

Selecting the right cloud provider is an incredibly important step in your transition. Not all platforms are designed to meet the unique needs of law firms, so focus on providers that specialize in legal software.

Look for features tailored to your practice, such as case management, secure file storage, billing tools, and client communication portals. Security is non-negotiable—make sure the provider complies with industry regulations like GDPR or HIPAA and offers robust measures like encryption and multi-factor authentication. Evaluate their reputation for reliability, uptime, and data protection.

Customer support is equally important. Choose a provider with a strong support team available to help with setup, training, and troubleshooting when needed. Consider their scalability, too—your firm’s needs may grow over time, and the platform should be able to adapt easily.

3. Plan Your Migration

A smooth migration starts with a solid plan. Work closely with your cloud provider to outline every step of the process. Think about what needs to be moved—case files, client data, billing tools, and more—and organize everything ahead of time.

Use this as a chance to do some digital housekeeping. Do you really need those outdated files cluttering up your new system? Probably not.

Set a realistic timeline for the migration that minimizes interruptions to your firm’s work. If possible, schedule it during a slow period to keep the transition stress-free.

Don’t forget to test the system before going live—it’s better to catch glitches early than to deal with surprises later. With the right plan, moving to the cloud can be a straightforward and rewarding experience.

4. Train Your Team

Getting your team up to speed on the new cloud tools is key to a smooth transition. A little training upfront can save a lot of headaches later. You can:

Schedule hands-on training to walk your team through the platform’s features, from file storage to case management and billing tools.
Explain how the new system will simplify their work, improve collaboration, and make accessing files more convenient.
Encourage team members to ask questions or share worries about the change.
Provide guides or cheat sheets with step-by-step instructions for common tasks.
Check in with your team after the system goes live to address any lingering questions or challenges.

5. Test the System

Before making the full switch, it’s important to run a test phase to make sure everything runs smoothly.

Check that all files have been successfully migrated and are easy to access. See to it that essential tools, like case management and billing features, are functioning as intended. Have your team log in and navigate the system to confirm they can use it without issues.

Finally, pay close attention to any glitches or unexpected problems and address them promptly.

6. Go Live and Monitor Performance

When everything is set up and tested, it’s time to make the big move and go live with your cloud system. During this transition, keep a close eye on how the system is performing. Monitor things like file access speed, tool functionality, and overall user experience to make sure everything runs as expected.

Encourage your team to share feedback on their experience with the new platform. Are they finding it easier to manage cases? Is there anything slowing them down? Use this input to make necessary tweaks. If any major issues come up, don’t hesitate to reach out to your cloud provider for support.

The first few weeks are all about fine-tuning and getting everyone comfortable with the new setup. By staying proactive and open to adjustments, you’ll guarantee the system fits your firm’s workflow perfectly.

7. Regularly Update and Maintain

While your cloud provider takes care of updates and maintenance, staying informed is essential for maximizing the system’s potential.

Keep an eye out for notifications about new features, improvements, or security updates, and share these with your team to ensure they’re aware of changes that could improve their work. Schedule periodic check-ins with your provider to review system performance, address any concerns, and confirm your data remains secure.

Regular communication helps your platform meet your firm’s needs, which can help you adapt to evolving demands while keeping everything running smoothly.

Is Cloud Technology Secure?

Yes, cloud technology is designed with advanced security measures to protect your data, which typically makes it a reliable choice for law firms.

In fact, many cloud providers offer security measures beyond what most firms can achieve independently. Here’s what makes cloud systems so secure:

Data encryption: Your data is scrambled during transmission and storage, so even if someone gets their hands on it, they won’t be able to read it without the proper credentials.
Tight access management: Features like multi-factor authentication and user-specific permissions ensure only the right people can access your cloud storage.
Ongoing cloud security updates: Providers stay ahead of threats by rolling out regular updates to keep their systems—and your data—safe.
Automatic backups: With regular backups, you won’t lose critical information, even if something goes wrong.
Regulatory compliance: Many cloud platforms adhere to strict legal standards to offer peace of mind for firms that need to meet regulations like GDPR or HIPAA.

While no system is completely immune to cyber risks, cloud technology offers some of the most secure options for protecting your firm’s data.

Modernize Your Law Firm With Cloud Technologies

The legal industry is changing, and cloud technology is becoming a foundation for modern law firms. With the ability to access files securely from anywhere, collaborate easily with your team, and simplify case management, cloud solutions are transforming how firms operate.

Beyond the convenience, the cloud offers high-tech security and scalability to help your practice grow without unnecessary headaches.

Transitioning to the cloud can feel like a big step, but with thoughtful planning, the right provider, and a well-prepared team, it’s a move that pays off. Take the opportunity to make your firm more effective, flexible, and ready for the demands of the future.

And if you want to make your firm even more efficient, start automating one of your biggest bottlenecks: document drafting. Briefpoint is an AI-powered tool that speeds up the preparation of discovery requests and responses, which allows your firm to draft documents in mere minutes.

Book a demo today and see how Briefpoint can revolutionize the way your law firm handles discovery documents!

The Financial Advantage Modern Legal Tech Provides

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FAQs About Cloud Services for Law Firms

What is the best cloud service for lawyers?

The best cloud service depends on your firm’s specific needs. Popular options include Clio for case management, NetDocuments for secure file storage, and MyCase for an all-in-one platform that handles billing, scheduling, and client communication. Look for a provider specializing in legal tools, offers robust security features, and integrates well with your existing workflows.

Do law firms use cloud computing?

Yes, many law firms have adopted cloud computing to improve efficiency, tighten up data security, and allow remote access to critical tools. It’s becoming the standard for modern legal practices, as cloud solutions allow lawyers to manage cases, collaborate with clients, and access files from anywhere with an internet connection.

What type of software do law firms use?

Law firms commonly use software for case management, billing, document management, time tracking, and secure communication. Cloud-based solutions are preferred for their accessibility and scalability. Tools like Clio, DocuSign, and PracticePanther are popular choices as they offer features tailored specifically to legal professionals.

What are examples of cloud solutions?

Examples of cloud solutions include Google Workspace for email and document sharing, Dropbox for secure file storage, and Clio for managing cases and clients. These tools streamline everyday operations by offering remote access, collaboration features, and secure storage—all essential for the modern legal industry.

What Are the Top HotDocs Alternatives in 2024?

HotDocs has been around since the 1990s and has successfully established itself as one of the earliest document automation tools. However, seniority doesn’t always mean it’s the best.

In 2024, law firms need a document management solution that lets them collaborate while checking all the boxes: accuracy, consistency, and compliance.

Does HotDocs meet all these requirements? What are its main features, anyway?

Let’s get to know HotDocs inside out and what it lacks. We’ll discuss the best HotDocs alternatives that could give you the efficiency, affordability, and user-friendliness you need.

What Is HotDocs?

HotDocs is a document automation tool that helps businesses create complex documents quickly and accurately. Imagine being able to generate contracts, forms, and agreements with just a few clicks instead of spending hours drafting each one by hand.

That’s what HotDocs does—it turns your repetitive document creation tasks into a more efficient process.

Here’s how it works: You start with templates, which are pre-designed documents that you can customize. You input your data once, and HotDocs takes care of the rest, filling in the details and making sure everything is correct.

This process saves a ton of time and reduces the risk of errors, which is especially important in fields like law, finance, and real estate, where precision is non-negotiable.

Why Should You Consider a HotDocs Alternative?

While HotDocs is a powerful tool for document automation, it might not be the perfect fit for everyone. Here’s why you might want to explore some alternative tools to create documents, especially legal documents:

Cost Considerations

Let’s face it: HotDocs can be pricey, especially for small businesses or startups watching their budgets. The high cost can be a big barrier.

Many alternatives offer more flexible and affordable pricing plans or even free versions, which can help you save money without sacrificing functionality.

User Interface and Ease of Use

HotDocs packs a lot of power, but its interface can feel like a maze. If you spend too much time figuring out how to use it, that’s a problem.

Many alternatives have simpler, more intuitive interfaces that make getting started and training your team easier. Imagine reducing the time you spend trying to learn the software!

Integration With Other Tools

Good document automation should work seamlessly with the tools you already use. While HotDocs integrates with many systems, it might miss some key ones you rely on.

Some alternatives offer better compatibility and more extensive integration options for a smoother legal workflow. Think of it as finding a tool that fits perfectly into your existing setup without any hassle.

Scalability for Different Business Sizes

HotDocs is great for handling complex needs, but it might be too much if you’re a smaller operation. Alternatively, it might not be flexible enough if you’re a larger business needing extensive customization.

Alternatives often provide scalable solutions that grow with your business, which gives you just the right amount of power and flexibility.

Better Collaboration Features

In today’s collaborative work environment, having the right features to work together is a must. While HotDocs is good, some alternatives shine brighter with real-time editing, team workflows, and sharing options that increase productivity and teamwork.

Customization and Flexibility

Every business is unique, and your document automation tool should be too. Some HotDocs alternatives offer greater customization options, which allow you to tailor the software to fit your needs. This means you can mold the tool to your workflow rather than the other way around.

Plus, you need a tool with legal document templates that fits your area of expertise. For example, if you want a tool to speed up your discovery process, something like Briefpoint.ai is designed specifically for discovery requests and response documents.

7 Best HotDocs Alternatives You Need to Try

What if Hotdocs isn’t serving your needs as well as it should? Well, it might be time to find a document generation solution that fits perfectly in your tool stack.

We’ve compiled some of the best document automation tools that could deliver a significantly better experience for your law firm:

1. Briefpoint

Briefpoint.ai is an AI-powered document automation tool designed to simplify the process of creating legal documents, particularly discovery request and response documents. These include but are not limited to:

Briefpoint uses a combination of natural language processing and large language models to understand and generate documents based on user uploads, which makes it a perfect fit for lawyers and legal professionals who need to create complex documents at a rapid-fire pace.

Most importantly, the process is extremely simple. You upload the opposing counsel’s discovery request, and Briefpoint’s machine-learning AI system will instantly scan and extract as much information as it can.

Then, the AI will fill out the routine data in your response document and automatically suggest objections to the requests. Briefpoint also has a built-in feature called Bridge, which makes it easy to collect client responses and plug them into your draft.

Finally, you can export your document to Word and put the finishing touches there. The whole process can take as little as a few minutes, compared to hours, if you were to create a whole document manually.

Key Features

AI-driven document generation
Template management
Integration with legal databases
Customizable clauses and terms
Supports Word documents

Pros

Easy to use: The intuitive interface makes it simple for users to get started without extensive training.
AI-driven: Automates complex legal document creation and minimizes errors from manual data entry.
Affordable: Offers competitive pricing plans accessible for small to large firms.

2. Legito

Legito is a versatile document automation platform that simplifies the management of different document types. It features automated workflows, customizable templates, legally binding e-signatures, and seamless integration with CRM and ERP systems.

Image sources: G2

For legal professionals, Legito automates the creation of contracts, agreements, and other traditional documents, which cuts down on manual work and produces fewer errors. The interactive templates help ensure compliance and easy customization.

Plus, its document lifecycle management tracks status, manages revisions, and maintains compliance to help save time and increase accuracy.

Key Features

No-code automation platform
Interactive templates
Document lifecycle management
Integration with CRM and ERP systems
Legally binding e-signatures

Pros

Versatile: Supports a wide variety of document types and industries.
Feature-rich: Includes powerful automation, templates, and e-signatures.
Collaboration: Excellent tools for team collaboration and real-time editing.

Cons

Overkill for small businesses: Might offer more features than small businesses need.
Learning curve: Takes time to learn all the features and fully take advantage of them.

3. Knackly

Knackly lets you simplify document creation with user-friendly templates, easy data importing/exporting, and smart conditional logic. It also integrates well with practice management software, a primary reason why it’s a complete solution for legal document needs.

Image sources SaaS Hub

This tool automates legal document generation to help you save time and increase the consistency among your documents. Users create templates with placeholders for variable data, which can be manually entered or imported.

The tool uses conditional logic to tailor document content based on specific criteria for accuracy and customization. Once data is input, Knackly merges it with the templates to generate complete documents.

Additionally, its intuitive user interface means anyone can use it, while features like conditional logic help make sure documents are accurate and compliant.

Key Features

Template-based document automation
Integration with practice management software
Data importing and exporting
Conditional logic

Pros

User-friendly: Designed to be easy to use, even for those who aren’t tech-savvy.
Efficient template management: Simplifies the creation and management of document templates.
Affordable: Competitively priced, it’s accessible for small to medium-sized businesses.

Cons

Primarily for legal use: Best suited for legal documents, which might limit its appeal to other industries with very different business processes.
Limited integrations: It may not integrate with all the software tools a business uses.

4. DocuGenerate

DocuGenerate is an intuitive document automation tool that makes creating and managing documents straightforward and efficient. It offers features like data merging, conditional logic, and support for various file formats.

Image sources: G2

With easy integration into cloud storage, it also provides flexibility and ease of access no matter where your team members are.

How does it work? DocuGenerate automates document creation by allowing users to create templates with fields for data merging. Then, users input data, and the tool fills in the templates accordingly with conditional logic to guarantee accuracy and customization.

Key Features

Data merging
Conditional logic
Multiple file format support
Integration with cloud storage

Pros

Flexible pricing: Offers a range of pricing options, including a free tier.
Easy integration: Works well with various cloud storage and other business tools.
User-friendly: Simple interface that makes document automation accessible to everyone.

Cons

Advanced features need configuration: Some of the more advanced features might require additional setup.
Limited advanced functions: Might not have all the advanced capabilities that larger businesses need.

5. PandaDoc

Next up is PandaDoc, a document assembly tool that allows users to create documents using customizable templates, which can be easily edited and personalized. You can add and sign documents electronically and collaborate with team members in real time.

Image sources: G2

At the same time, the platform tracks document progress and provides analytics on document interactions so that you stay informed about how documents are being used.

Key Features

E-signatures
Document templates
Real-time collaboration
Analytics and tracking

Pros

Lots of features: From e-signatures to analytics, PandaDoc covers a lot of ground.
Excellent collaboration tools: Great for teams needing to work together on documents.
Free plan available: Offers a free tier for businesses to try before committing.

Cons

Can be pricey: The more advanced features come with higher costs.
Occasional bugs: Some users report occasional issues and bugs.

6. Juro

Juro is a contract automation platform designed to simplify the management of legal agreements. It allows users to create and manage contracts using easy-to-customize templates. To further simplify the contract lifecycle, you can add e-signatures and automate workflows.

Image sources: G2

Juro is perfect for legal professionals who handle a high volume of contracts. It reduces manual work, minimizes errors, and speeds up the contract management process—all making it a useful tool for improving efficiency and productivity.

Key Features

Contract automation
E-signatures
Customizable contract templates
Workflow management

Pros

Specialized for contracts: Perfect for businesses that need to manage contracts efficiently.
Intuitive interface: Easy to use, with a clean and simple design.
Good customer support: Responsive support to help with any issues.

Cons

Limited to contracts: Best suited for contract-related documents, which might not cover all needs.
Higher pricing for advanced plans: The more advanced features can get expensive.

7. Proposify

Proposify is a document generation and management solution specifically for business proposals. It allows users to create professional proposals using customizable templates tailored to specific needs. This can help sales teams looking to speed up their proposal process.

Image sources: G2

Key Features

Proposal templates
E-signatures
Detailed analytics
Team collaboration

Pros

Suitable for sales proposals: Tailored for creating and managing proposals, focusing on the sales process.
Detailed analytics: Provides insights into how proposals are viewed and interacted with.
Collaborative features: Great for teams, with real-time collaboration tools.

Cons

Limited to proposals: Primarily designed for proposals, which might not meet all document needs.
Can be too focused: Some users might find it too specialized and lacking in broader document automation features.

Why Briefpoint Is the Best HotDocs Alternative

Looking for the best alternative to HotDocs? You’re just in the right place.

Briefpoint will transform your discovery process with its AI-driven tech, which speeds up and simplifies document creation—less fuss, and fewer mistakes. It’s incredibly user-friendly, so you can hit the ground running without navigating through complicated setups.

Plus, it’s tailored for legal professionals so that all your documents meet compliance standards without extra hassle. And if you ever get stuck, their customer support is just a quick call or click away.

Book a demo today and see the difference.

Why Choose Briefpoint?

Book a demo and save on these costs with Briefpoint.

FAQs About HotDocs Alternatives

What features should I look for in a HotDocs alternative?

When choosing a HotDocs alternative, focus on customization options to create templates that fit your needs, integration capabilities with your current tools, and ease of use to minimize the learning curve. Also, consider the pricing and scalability to make sure it suits your budget and can grow with your business.

How do HotDocs alternatives compare in terms of pricing?

HotDocs alternatives generally offer more flexible and clear pricing options. Many provide free trials or basic plans, which are great for small businesses or startups. Subscription models with different feature levels let you pick a plan that fits your needs. In contrast, HotDocs might have a more complex and expensive pricing structure, which may not be as budget-friendly for smaller organizations.

How easy is it to switch from HotDocs to another tool?

Switching from HotDocs to an alternative can be pretty straightforward with the right help. Many alternatives offer migration assistance and detailed setup guides to make the transition smooth. They often have data import features to transfer your existing documents and templates seamlessly, along with customer support to assist with any issues during the process.

7 Features to Look For When Choosing Litigation Support Software

Litigation management software is designed to make life easier for law firms, mainly those that handle the often complicated and long-winded litigation process.

In its most basic form, this kind of legal software takes over the bulk of administrative tasks like document preparation and scheduling.

However, as legal technology progresses, litigation management software has become a multi-faceted tool that can handle almost all aspects of legal work.

All that said, not all litigation management systems are made the same. In this guide, we’ll highlight some of the most important features your litigation management tool should have, and how to choose the right one.

What is Litigation Support Software?

Litigation support software is a tool that helps lawyers and legal teams manage their cases more efficiently.

Basic software helps organize case information, manage documents, and handle other routine legal matters. More advanced or task-specific tools can perform more niche tasks like discovery document preparation and litigation research.

Either way, these tools aim to make everything from research to trial preparation smoother.

7 Features to Look For When Choosing Litigation Support Software

Choosing the right litigation case management software is not as complicated as you may think. In fact, it becomes very simple once you know what to look for.

Start by looking for a tool that solves any specific problems that you may have. Still, your litigation management software should have the following features:

1. Comprehensive Document Management

Good software should make it easy to keep all your files organized—from court documents to filing deadlines.

Features like advanced search, easy version control, and secure sharing can save you a ton of time. This way, you’re not digging through files, and everyone stays on the same page with the latest updates.

2. Simplified Case Management

You’ll want a system that helps manage every part of a case, from start to finish. This means keeping track of important dates, all the people involved, and detailed records of what’s happened.

Automated reminders, easy access to client information, and centralized platforms help lawyers manage their cases more efficiently.

This level of organization can help everyone in the legal team stay on top of deadlines and avoid the issues that come with time mismanagement, such as dissatisfied clients and wasted resources.

3. Integration with Existing Systems

Top-notch software integrates seamlessly with existing systems within the law firm, including accounting software and communication tools.

This integration helps simplify tasks and reduces the need to juggle multiple systems.

4. Intuitive Communication Tools

Look for software that helps keep everyone connected. Whether it’s updates for your team or communications with clients, real-time info and easy sharing options mean no one’s left out of the loop.

Focus on features like client portals, real-time updates, mobile accessibility, and integration with email and other communication tools.

5. Automation of Routine Tasks

Automating routine tasks is one of the most valuable features of effective litigation support software, as it can simplify your legal workflows and minimize the administrative burden on your team.

Automation involves using software to handle repetitive and time-consuming tasks that would otherwise require manual input from staff.

This frees up your team members to focus on more complex, strategic aspects of their work that require human judgment and expertise.

For example, automation can manage scheduling by syncing with court deadlines and automatically reminding team members of important dates, ensuring nothing gets missed. This can include court appearances, filing deadlines, and internal review dates.

It can also extend to document handling, such as auto-generating standard legal documents based on templates, filling in client information where needed, and even drafting correspondence or routine legal filings.

6. Security and Privacy

When it comes to litigation support software, robust security and privacy measures are non-negotiable. Given the sensitive nature of legal data, the software must be equipped with top-notch security features to protect against data breaches and unauthorized access.

Make sure that the software uses strong encryption for both data at rest and data in transit. This means that your files and communications are encoded and can only be accessed by individuals with the correct decryption keys.

Plus, it should allow you to set detailed user permissions. This feature helps control who can see what information, ensuring that only relevant team members have access to sensitive data.

7. Customization and Scalability

Every law firm is different, so flexibility in software is a must. A customizable platform allows you to tailor features, workflows, and interfaces to fit the specific requirements and preferences of your team, which helps improve usability and efficiency.

For instance, you might want to configure dashboards to display critical information specific to each user’s role or create custom forms and fields that match the data you typically handle.

Scalability is equally important as it makes sure that the software can grow with your firm. As your practice expands, you may take on more complex cases or increase your team size.

Scalable software can handle an increasing amount of work and additional users without performance degradation.

This means you won’t need to invest in new software every few years as your firm grows; instead, the same platform can expand its capabilities.

How to Choose the Right Software Provider

As we’ve mentioned before, litigation management software can vary in quality. Here are several factors to consider when looking for the right litigation management software:

Understands Your Needs

The ideal provider understands law firms’ specific needs. They offer tailored solutions that handle everything from court dates to the discovery process and ensure their software aligns with your administrative tasks and litigation management.

Offers Good Support

Effective support is vital. The right provider responds quickly when issues arise to help maintain smooth operations. This continuous support is a must-have for minimizing disruptions and maintaining client satisfaction.

Grows With You

As your law firm expands, your software should adapt effortlessly. Look for a provider whose software can scale up to accommodate new cases, clients, and changes in court rules without a hitch.

Trustworthy

Choose a provider with a solid reputation in the legal industry. A provider trusted by other law firms indicates reliability and quality, which signals that you’re making a sound investment.

Gauge a provider’s reliability and reputation by reading reviews, consulting other legal professionals, and taking advantage of free trials.

Implementation of Litigation Management Software and Training for Staff

Selecting the right legal tools is just the beginning–the next step is to implement them into your practice with as little friction as possible. Good litigation management software should meet the following criteria:

Teaches Everyone

It’s important that the training covers all staff members, not just a select few. Everyone should understand how to use the new system to make sure a comprehensive solution is effectively used across the firm.

Fits Your Schedule

Training sessions should align with the firm’s operational hours to avoid disrupting daily activities. Well-planned sessions make sure that learning the new system doesn’t interfere with the firm’s legal services.

Goes Step by Step

A step-by-step training approach prevents information overload. Trainers should break down each feature of the software to make it easier for staff to absorb and apply the information.

Supports Users

Post-training support is just as important as the initial sessions. Staff should have access to ongoing help to address any questions or issues as they use the software so that they feel confident and supported at all times.

Choosing Your Litigation Management Software

The discovery process is one of the most tedious parts of litigation, and it often consumes hours of work that could have been spent on other valuable tasks. The most time-consuming part of it all? Discovery document preparation.

Briefpoint provides a comprehensive solution to this problem. With generative artificial intelligence, it lets you draft discovery responses and request documents in minutes.

Simply upload your documents, insert your objections or responses, and then finish it up on Word.

Briefpoint also comes with Bridge, a built-in feature that lets you select the interrogatories that need your client’s responses, translate them into plain English, and plug their responses back into your document.

The process is simple, quick, and cost-effective. Let Briefpoint be the next tool in your litigation management software stack.

Maximize Your Firm’s Productivity with Briefpoint

Book a demo and save on these costs with Briefpoint.

FAQs about Litigation Support Systems

Can litigation support systems be integrated with other business tools?

Yes, most litigation support systems are designed to integrate seamlessly with other business tools used by law firms. This integration helps create a more cohesive environment where information flows smoothly between different services.

Are litigation support systems suitable for law firms of all sizes?

Litigation support systems come in various scales and can be customized to fit the needs of any size of law firm. Whether it’s a small practice or a large legal corporation, these systems can adapt to the specific requirements of the business.

How does litigation support software improve collaboration among legal teams?

Litigation support software makes it easier for legal teams to work together. It allows everyone to access and update documents on the fly, chat directly in the app, and manage who gets to see what. This way, the whole team stays in sync and can work more smoothly on cases.

8 Best Legal Document Automation Software For 2025

Advances in software and artificial intelligence (AI) are enabling the legal profession to automate more rote tasks. Solutions reduce the burden on attorneys and paralegals, driving up margins, reducing burnout, and allowing more client focus.

Unfortunately, not all lawyers are technically minded, limiting their capacity to choose a suitable solution. Dozens of software developers promise remarkable benefits, but which can produce the goods?

In this article, we’ll explore the best eight legal document automation solutions in today’s market, helping you find solutions to drive success in your practice.

Before we talk about the best legal document automation software, let’s discuss what document automation is and the benefits of finding the right one in the first place.

In this article, we’ll explore the best 8 legal document automation solutions in today’s market, helping you find solutions to drive success in your practice.

Before we talk about the best legal document automation software, let’s discuss the benefits of finding the right one in the first place.

What is Document Automation?

Document automation simplifies the process of creating and managing documents by using technology to handle repetitive tasks.

Instead of drafting each document from scratch, you can rely on pre-built templates and logic to quickly produce accurate and professional results.

It’s especially useful for generating contracts, NDAs, agreements, and other essential documents that require precision and consistency.

By reducing manual work, document automation saves time, minimizes errors, and makes sure every document adheres to the same standards.

In the legal field, document automation provides some specific benefits. We’ll go over the most important ones below.

8 Best Legal Document Automation Software Tools For 2025

Now that you know the key advantages that legal document automation software can bring to your law firm, here are the best options you can choose from:

1. Briefpoint

Briefpoint is one of the leading document automation software specifically designed for legal practices. Over 500 law firms currently trust it to streamline the drafting of routine discovery responses and request drafting tasks, allowing attorneys to save time and focus on higher-value tasks.

As a specialized solution for the legal sector, Briefpoint automates requests for admission, requests for production, and interrogatories. These documents are time-consuming, but the document automation tool automates the process using the power of machine learning.

A standout feature of Briefpoint is Briefpoint Bridge, which simplifies client communication. This feature lets you collect client responses with ease.

It translates requests into plain English, sends them to your clients, and automatically integrates their responses into your discovery documents.

Briefpoint lets you schedule a demo to test its software at your firm. The solution is appropriate for people of all technical skills with almost no learning curve, saving an average of 87% of time spent on each document.

View Briefpoint’s pricing here.

Pros

Briefpoint significantly reduces the time spent on drafting discovery responses and other repetitive legal documents, which allows attorneys to focus on higher-value tasks.
Designed with legal professionals in mind, Briefpoint has a user-friendly interface that requires minimal training, making it accessible to users of all technical abilities.
Briefpoint is tailored specifically for the legal industry, with features that automate complex documents like requests for admission, requests for production, and interrogatories.
The platform leverages AI to scan and analyze documents and auto-populate information, which minimizes manual input and potential errors.

By automating routine tasks, Briefpoint can lead to significant cost savings per attorney, improving the overall profitability of your practice.

2. Clio

Clio is a market leader in law office management and offers various legal document automation features as part of a suite of services.

Source: Clio.com

The tool gives you control over your practice from a single dashboard, eliminating the need for complex integrations or straddling workflows.

Clio includes templates for legal documents, including letters, contracts, and pleadings. The drag-and-drop interface makes customizations and edits straightforward, avoiding the need for technical knowledge.

Furthermore, the software operates practice-wide via the cloud. Team members can access it anywhere, facilitating remote work and out-of-hours services.

That said, it is not perfect. While Clio offers some document automation, it is a tacked-on feature. Developers felt they had to include it after other vendors introduced more advanced solutions. Therefore, it doesn’t offer the customization features required for highly specialized needs.

Pricing can also be an issue. The subscription fee is per user, with some plans over $125 a month for every account you add.

Furthermore, it makes you pay extra to access integrations, which is problematic if you have invested heavily in your software stack already.

Pros

Clio combines document automation with case management, billing, and client relationship tools for an all-in-one solution
Cloud-based platform allows access from anywhere, suitable for remote work
Intuitive drag-and-drop interface is easy for all technical levels
Integrates with tools like Google Workspace, Microsoft 365, and legal research software
Customizable templates simplify legal document creation

Cons

Pricing can be high for smaller firms, especially with per-user subscriptions
Document automation features are basic compared to specialized tools
Some integrations require additional fees, increasing costs
Learning curve for new users due to comprehensive features
Reports of slow loading and occasional glitches
It may be too complex for solo practitioners or very small firms

Pricing

Clio’s pricing starts at $49 per user per month for the basic plan with features like time tracking, billing, and case management.

For teams, the Advanced plan costs $129 per user per month and includes client collaboration tools, document automation, and app integrations.

3. DocuSign

DocuSign Signature doesn’t quite fall into the category of legal document automation software, but law offices use it extensively, so it is worth mentioning here.

Teams find it helpful to enable attorneys and clients to sign documents and track their progress over time. As such, it saves time compared to conventional paper-based signing workflows.

Source: DocuSign.com

Other benefits include its mobile-friendliness, integration across platforms, and reasonably advanced security.

Other solutions offer far more time-saving features. It also focuses on electronic signatures. While you can make edits, doing so is cumbersome.

Finally, you will need to pay a subscription if using the solution for high volumes of documents (a guarantee in most legal practices). Therefore, it is not a free tool, despite seeming like one.

Pros

DocuSign is user-friendly, simplifying electronic signatures for legal professionals and clients
Widely trusted and used globally, ensuring compatibility and familiarity
Mobile-friendly platform allows signing and tracking documents on the go
Integrates seamlessly with Microsoft Office, Google Workspace, Salesforce, and legal tools

Cons

Limited full-scale document automation compared to specialized tools
Pricing can become expensive for high document volumes due to per-envelope charges
Limited document editing features make customizations difficult before signing
Advanced functionalities like conditional fields require additional training
Lacks specialized features and templates for the legal industry

Pricing

DocuSign offers plans starting at $15 per month for individuals with basic e-signature needs. For teams, the Standard plan is $45 per user per month, while the Business Pro plan, with advanced features, is $65 per user per month.

4. PandaDoc

Another piece of legal document automation software is PandaDoc. Like Clio, it is an all-in-one platform, letting you generate documents, collect e-signatures, and leverage analytics. Developers claim it can speed up paperwork by 40% (approximately two working days per week).

Source: PandaDoc.com

PandaDoc isn’t a legal-specific document automation platform but specializes in this area. Law firms can look forward to spending up to 80% less time creating documents, thanks to its template library and drag-and-drop editor.

It also has tools for expediting contract creation, avoiding the need to cut and paste (or even write) by hand. Built-in commenting assists with edits and helps to speed up negotiations for teams involved in commercial law.

The reason some teams avoid PandaDoc is the software’s complexity. While it offers a feature-rich interface and client experience, it also demands a steep learning curve.

To the developer’s credit, they provide instructions and training, but wading through this involves additional time investment.

Moreover, integrations with the software are challenging. Hiring an outside firm to complete them is often necessary.

Pros

PandaDoc combines document creation, e-signatures, and workflow automation
Offers customizable templates for quickly generating professional documents
Supports real-time collaboration for simultaneous edits and negotiations
Drag-and-drop editor simplifies document management for all skill levels
Integrates with CRM, payment, and productivity tools like Salesforce, HubSpot, and Stripe

Cons

Extensive features can be overwhelming for new users
Pricing structure and add-ons can become expensive for advanced features
Lacks specialized tools and templates tailored for the legal industry
Difficulties integrating with niche legal software can limit effectiveness
Features and workflows are more focused on sales and marketing teams

Pricing

PandaDoc’s pricing begins with the Starter plan at $35 per user per month, offering unlimited document uploads, a drag-and-drop editor, and real-time tracking.

For teams, the Business plan is available at $65 per user per month, adding features like CRM integrations, custom branding, and approval workflows.

5. HotDocs

HotDocs is also a strong contender for best legal document automation software. The tool claims that it enables law practices to process documents up to 90% faster than manual generation (including industry-standard cut-and-paste methods).

Source: Hotdocs.com

Again, the goal is to help you focus on your clients instead of creating tedious documents.

HotDocs is an established legal document automation software player with a proven track record and broad user base. Law offices use it for its hundreds of pre-built templates for various legal specialties and its flexibility.

The tool can also integrate with other legal software and CRMs, reducing implementation complexity. You can even use it offline – great for professionals on the subway or far from WiFi.

Even so, HotDocs still has weaknesses. While it can generate complex documents, it often lacks visual appeal. Law practices sometimes feel disappointed that they don’t look professional enough.

Furthermore, updating templates with scripts is time-consuming. The AI won’t do it for you, no matter how nicely you ask.

Finally, there’s a steeper learning curve than many of the more straightforward options on the market. Therefore, it is more geared towards law firms with significant technical expertise and large budgets.

Pros

HotDocs is a trusted document automation tool with a strong history of serving law firms, financial institutions, and government agencies
Offers a vast library of customizable templates for various legal documents
Automates complex documents using sophisticated templates with conditional logic
Integrates with legal and business software like case management systems and CRMs
Can be used offline, making it ideal for work without internet access

Cons

Setup and advanced features can be complex, requiring training and experience
High costs may be prohibitive for smaller firms with limited budgets
User interface feels less modern compared to newer tools
Output may lack a polished look, requiring extra effort for visual customization
Updating templates can be inefficient for users unfamiliar with scripting features

Pricing

HotDocs offers customizable pricing tailored to the specific needs of each organization. However, you will need to contact them directly for a quote.

6. Bryter

Bryter goes even further, claiming users can save 95% of their time on manual work with its document assembly software. The solution helps law practices automate routine document drafting, remove errors, reduce risks, and get data-driven insights.

Source: Bryter.com

Systems prevent internal clients from generating inaccurate documents while eliminating mistakes with standardized templates.

Bryter’s main selling point is its no-code client portal approach. As such, it positions itself as the brand for the average law office. The intuitive decision-tree structure and user interface mean that most professionals with experience working on computers can use it.

Teamwork is also straightforward on the automation platform. Cloud-based collaboration features enable teams of any size to work together to process paperwork faster.

With that said Bryter’s document automation capabilities are somewhat limited. While the decision-tree functionality helps with legal decision-making, it focuses more on interactive approaches than traditional, bread-and-butter document generation. As such, some legal practices find it limiting.

It is also a newcomer to the market and doesn’t have the same pedigree as many more established platforms. As such, the community support base is smaller than the more prominent names.

Pros

Bryter is a no-code platform, which helps legal professionals automate processes without programming skills
Features a decision-tree structure for easy creation and automation of documents and workflows
Supports automation of various legal tasks, from document assembly to client intake
Cloud-based collaboration allows teams to work together efficiently

Cons

Lacks specialized features or templates tailored specifically for the legal industry
Complex workflows may require a deeper understanding of the tool
Pricing may be high for smaller firms or solo practitioners
Limited community support and third-party integrations compared to established platforms
Offers less depth in document automation compared to specialized tools

Pricing

Bryter offers different pricing plans for their no-code platform and Bryter Extract. You’ll need to contact their sales team for a customized quote.

7. Formstack

Formstack rounds out our list of the best legal document automation software. This established player offers solutions that eliminate paperwork, automate documents (including personalized contract agreements and NDAs), collect e-signatures, and improve collaboration.

Source: Formstack.com

You also get security-related tools, such as controlling who can access paperwork via logic and routine tools. It also meets various legal standards, such as GDPR, PCI, and HIPAA, for any legal firms working with sensitive information.

Formstack regularly collects data on the time its tools save its team members. Most can cut 17 hours or more from their week using the solution.

That said, it remains a form-building tool, not exclusively for legal automation. Its document generation capabilities are also surprisingly basic for such a professional tool.

Unlike Briefpoint, it doesn’t make extensive use of AI to highlight and track documents as negotiations unfold, making it less practical for legal firms wanting to eliminate the most time-consuming elements of their work.

Finally, integrating it with niche legal applications is challenging. It doesn’t work seamlessly with all platforms.

Pros

Formstack offers user-friendly form-building tools for legal document automation and client intake
Automates the creation of contracts, NDAs, and agreements to reduce manual tasks
Integrates with CRMs, payment processors, and email marketing platforms for seamless workflows
Mobile-optimized for creating, managing, and completing forms on any device

Cons

Lacks specialized features and templates tailored to the legal industry
Document automation is basic compared to specialized legal tools
Pricing can become expensive with advanced features and add-ons
Advanced workflows and integrations may require extra time to learn

Pricing

The Forms plan starts at $99 per month, focusing on form-building capabilities. The Suite plan, at $299 per month, includes forms, document generation, and e-signatures. For larger organizations, customized Enterprise plans offer advanced security and tailored workflows.

8. Gavel

Gavel (formerly known as Documate) is a no-code platform that offers legal professionals a way to streamline document drafting without needing technical expertise. Gavel allows law firms to automate routine legal documents, such as contracts, NDAs, and client intake forms, focusing on simplicity and customization.

Source: Gavel

The platform shines with its drag-and-drop editor, which allows users to create tailored workflows and templates for a wide range of legal matters. Gavel also supports collaboration, allowing team members to work together in real time on reviewing and finalizing documents.

Its user-friendly design means that even those without technical knowledge can set up and run automated workflows with ease.

However, while Gavel is powerful, it is not the most comprehensive tool for complex legal automation needs. Firms that handle highly specialized or intricate legal documents may find the lack of advanced features limits the platform’s effectiveness.

Plus, it does not integrate as seamlessly with niche legal applications, which can pose challenges for larger firms with specific requirements.

Pros

Gavel enables document automation without coding skills and is accessible to all legal professionals
Allows creation and customization of templates for contracts and client agreements
Supports real-time collaboration for efficient teamwork on documents
Drag-and-drop editor simplifies adoption and usage for teams
Complies with GDPR and HIPAA standards to ensure data security

Cons

Less robust for highly complex or specialized legal documents
Limited integration with niche legal software
It may not fully meet the needs of larger firms with intricate workflows or high document volumes

Pricing

Gavel provides flexible pricing plans designed to meet various needs. The Lite plan starts at $99 per month, offering essential document automation features. For growing firms, the Standard plan, priced at $250 per month, includes additional functionality.

Advantages of Automating Legal Documents

Automation comes with many obvious benefits, such as time savings, reduced costs, and more efficient workflows.

However, it’s still worth looking into each potential advantage to see the importance of finding a solution that works for you.

Let’s explore some of the key benefits of legal document automation:

Time Savings Through Automation

Automating your legal document creation process allows you to drastically cut down the time spent on repetitive tasks like drafting, reviewing, and revising.

Instead of manually creating each document from scratch, automation tools let you generate them in just a few clicks.

This efficiency frees up valuable hours, which allows attorneys and staff to focus on higher-value tasks like strategizing, client meetings, or case analysis.

Eliminating Human Error With Increased Accuracy

One of the biggest advantages of document automation is the reduction of human error. Automated systems make sure that documents are consistent and error-free, as they pull from pre-approved templates and standardized language.

This minimizes the risk of mistakes such as typos, omissions, or incorrect information, which can be costly and time-consuming to correct.

Cutting Operational Costs For Greater Profitability

By speeding up the document creation process, automation helps reduce labor costs associated with manual drafting.

Fewer hours spent on routine paperwork translates to lower operational expenses, which can make your practice more profitable. This cost efficiency is especially beneficial for small and mid-sized firms looking to maximize their resources.

Improved Client Experience With Faster Service

With the time saved through automation, legal professionals can dedicate more attention to client needs.

Faster document turnaround times and reduced errors lead to a better client experience, improving satisfaction and potentially increasing client retention and referrals.

Maintaining Professional Consistency in Legal Documentation

Automation ensures that all legal documents adhere to the same format, style, and standards.

This consistency not only enhances the professionalism of your documents but also ensures compliance with legal requirements.

Standardized templates make it easy to maintain a uniform appearance across all your firm’s documents, reducing the need for constant oversight.

Better Security and Regulatory Compliance

Legal document automation tools often come with built-in security features like encryption and access controls.

These tools ensure that sensitive client information is protected and that your documents comply with industry regulations.

This added layer of security is a must for maintaining trust with clients and avoiding legal repercussions.

Scaling Operations With Adaptable Automation Tools

As your firm grows, the volume of documents you need to manage will also increase. Automation provides the scalability needed to handle this growth without overwhelming your team.

Additionally, many automation tools are flexible, which allows you to customize templates and workflows to suit specific practice areas or client needs.

The Best of Document Automation Tools

The legal world is changing fast, and adopting document automation software is becoming a must for law firms that want to streamline their work, cut costs, and focus more on clients.

The tools we’ve covered in this article are some of the top picks for 2025, each offering something different to meet various needs.

Whether you’re aiming to save time, maximize accuracy, or improve teamwork, there’s a solution out there that fits the bill. But with so many document automation platforms out there, finding the right one can feel overwhelming.

One tool that really stands out is Briefpoint. Designed specifically for legal professionals, Briefpoint takes care of the repetitive stuff—like discovery responses and requests for production—so you can save time and focus on what really matters: delivering great service to your clients.

Schedule a demo and find out how our document automation tech can help you save time, cut down on costs, and take your practice to the next level.

How Automated Legal Documents Can Save You Money

Book a demo and save on these costs with Briefpoint.

FAQs About Best Legal Document Automation Software

What are the benefits of using legal document automation software?

Legal document automation software makes life easier by speeding up the whole document creation process. Instead of spending hours drafting and revising, these tools let you whip up documents quickly, cut down on mistakes, and keep things consistent. Plus, it frees legal professionals up to focus on more important tasks, like strategizing and spending time with clients.

What is the best legal document automation software For 2025?

There are several contenders for the best document automation software For 2025, including Briefpoint. However, it all boils down to the needs, preferences, and existing workflows of your legal services. Schedule a demo with Briefpoint to see if it’s the right document automation software for you.

How does legal document automation work?

Legal document automation works by handing over composition and writing tasks to templates and AI. Drag-and-drop interfaces enable rapid document construction without creating documents from scratch or cut-and-paste from existing libraries.

What other tools does my law firm need?

Aside from document automation software, you might also need legal practice management software, billing automation tools, a document management system, and payment processing platforms, among others to make your workflows as efficient as they can be.

Is legal document management software safe to use?

Yes. Most of these tools come packed with security features like encryption and access controls to keep complex legal documents and sensitive info under wraps. They also follow all the major legal standards like CCPA and HIPAA, so you can be confident that your client data is secure throughout the process.

AI in Law Firms: How Is It Being Used Today?

AI in Law Firms: How Is It Being Used Today?

What Is Artificial Intelligence (AI)?

How Is AI Being Used in the Legal Field?

1. Document Review

2. Document Automation

3. Litigation Analysis

4. Legal Research

5. Contract Analysis

6. Client Services

7. Administrative Tasks

What Are the Benefits of Using AI in Law Firms?

Lawyers vs Artificial Intelligence

What Does AI Integration Look Like for You?

Savings of Implementing Briefpoint Into Your Firm

FAQs About AI in Law Firms

How is AI used in law firms?

What percentage of law firms are using legal AI?

Is AI a threat to law firms?

Is AI in law ethical?

What are the disadvantages of AI in law firms?