Types of Software Law Firms Need

Law firms juggle a lot of clients, deadlines, documents, and billing, all at once. To keep everything running smoothly, you need software that handles the real-world stuff lawyers deal with every day.

We’ve compiled a few options you can consider:

1. Document Automation

Drafting the same types of legal documents over and over eats up your time, breaks your focus, and pulls you away from the work that actually needs your attention. That’s why more legal professionals are using document automation to handle the routine stuff.

Essentially, document automation helps legal professionals knock out routine drafts like discovery responses, letters, and forms in way less time, using templates and legal AI that actually understands legal language.

Behind the scenes, this tech uses something called natural language processing (NLP). In simple terms, it reads legal text, picks up patterns, and helps you create smart drafts that follow your usual style and standards.

With this kind of tech, you don’t have to reinvent the wheel every time you respond to a request. Just plug in the info, tweak a few things, and you’re good to go.

A great example is Briefpoint, a tool built for legal practice that takes the pain out of drafting discovery responses. Upload your request, add your objections, and it puts together a clean, court-ready draft, often in under an hour.

It even keeps things consistent across your firm, which is a big win when you’re dealing with multiple matters. 

Take a look at how it works today.

2. Law Practice Management Software

Running a law office means dealing with a hundred things at once, including calendars, client calls, deadlines, billing, and more. Legal practice management software brings all of that under one roof, so you’re not stuck switching between five different tools.

These systems are designed to help you stay organized, keep track of every matter, and make collaboration easier across your team. Whether you’re solo or part of a firm, the best practice management software can help you spend less time on admin.

Here’s what good legal practice management software usually includes:

• Matter management – Keep all your case details, notes, deadlines, and documents in one place.
• Time tracking – Record billable hours easily, even on the go.
• Billing and invoicing – Generate invoices, track payments, and manage trust accounts.
• Calendar and scheduling – Link appointments to specific matters and set reminders.
• Client communication – Secure messaging and shared portals keep things clear and professional.
• Document management – Store and search for files directly within the platform.

Popular options like Clio and MyCase are trusted by firms of all sizes and offer a smooth experience with strong support. 

If you’re looking to bring order to your law office, investing in legal software built for the job is a smart move.

3. Document Management

Legal document management revolves around keeping your files organized, searchable, and easy to find when you need them. For modern law firms, it’s a smarter way to handle contracts, pleadings, client records, and everything else that piles up during a case.

In the legal industry, you can’t afford to lose track of a document or waste time digging through cluttered folders. Luckily, a good document management system makes it easier to stay on top of things. It lets you tag files by case, search by keyword, and see who made changes and when.

The best tools also come with features like cloud storage, version history, and permission controls, so you’re not worrying about security or access. They also connect with other legal software you already use, which helps keep everything running smoothly without extra steps.

4. Task Management

Staying on top of deadlines is a big deal for legal teams. Whether you’re tracking court dates, client calls, or filing deadlines, missing just one task can throw off an entire case. That’s why task management tools, especially ones built for legal work, are so helpful.

While general tools like Trello and Asana work fine for basic checklists, they don’t always line up with how legal teams handle case management. Legal-specific task management software ties tasks directly to cases, clients, and court schedules, to give you more control and less room for error.

A cloud-based system also makes it easier for teams to stay in sync. You can assign tasks, set due dates and track progress without chasing updates over email.

Key benefits of legal-specific task management:

• Link tasks directly to cases and clients
• Built-in deadline calculators for court rules
• Easy access to shared calendars and status updates
• Custom workflows based on practice areas

If your current setup feels too scattered, switching to a tool designed for legal teams can definitely make your workflow more focused and easier to manage day-to-day.

5. Internal and Client Communication

Internal and client communication tools help you manage conversations, updates, and file sharing across your law firm. You get one place to keep everything clear and connected, both for your team and your clients.

If you’ve ever lost track of an email thread or had a client call twice in one day for the same update, you already know how frustrating it can be. A secure client portal fixes that.

It gives your clients a secure space to upload documents, ask questions, and check progress. It also gives new clients a smoother start, since they’re not left guessing how to reach you or where to send files.

On the internal side, tools like Slack or Microsoft Teams keep your staff in sync. You can send quick updates, share documents, and talk through case details without waiting on long meetings or sorting through emails.

If you’re trying to manage client interactions more easily and keep your team on the same page, these tools are worth looking into.

6. Client Relationship Management

Client relationship management keeps your law firm organized, responsive, and consistent. It pulls together everything (messages, case notes, files, and contacts) so you’re not guessing where a conversation left off or scrambling for client information right before a meeting.

Legal work involves handling a lot of sensitive data, and using one platform built for client management makes a real difference. Everything sits in one secure place that’s easy to access and tied directly to the cases you’re working on.

Look for tools that can:

• Show a full timeline of client interactions, documents, and updates
• Help track and convert new leads without losing follow-up opportunities
• Protect sensitive client data with strong security controls
• Sync calendars and deadlines based on individual case progress
• Automate reminders so no one falls through the cracks

Keep in mind that strong client relationships don’t just happen during big wins; they’re built through everyday touchpoints. A smart client management setup helps you stay sharp, follow through, and keep clients informed without chasing down details every time.

That kind of consistency leads to better communication and higher client satisfaction across the board.

7. Legal Billing And Accounting

Legal billing and accounting aren’t the same as regular business bookkeeping. Between trust accounts and detailed time tracking, law firms need tools built specifically for the job.

General billing software might work for freelancers or consultants, but it often falls short when it comes to compliance and the level of detail law firms require.

Legal-specific billing software combines time and expense tracking, payment processing, and accounting features into one platform. This kind of all-in-one solution helps you manage your firm’s finances without switching between separate tools or risking billing mistakes.

For example, you can:

• Track time as you work
• Bill by matter
• Handle trust accounting properly
• Generate reports for taxes or audits

Tools like CosmoLex and TimeSolv are built with legal needs in mind, offering everything from automated invoices to built-in trust account management. Even QuickBooks, when paired with legal plugins, can support smaller firms, though it’s not legal-specific out of the box.

With the right setup, your billing process becomes more accurate and less stressful. You’ll spend less time fixing errors and more time actually getting paid for the work you do.

Things to Consider When Choosing The Right Software

If you’ve got a sense of which lawyer tools your firm might need, the next step is figuring out which ones are actually worth using. Not all software is built the same, so it’s worth taking a closer look before making a decision.

Cloud-Based System

Cloud-based legal software gives you the freedom to manage cases from anywhere, which is a big plus for firms with remote teams or multiple locations. You don’t need to be in the office to access files. Everything’s available online, in real time.

It also cuts down on IT problems. No servers to maintain, no manual updates, just log in and work. This setup makes collaboration easier, especially when several people are working on the same matter.

Cost

Cost can vary a lot depending on the features you need and the size of your firm. Some tools charge per user, while others offer flat monthly rates.

Before signing up, it’s smart to test out a free trial to see if the software actually fits your workflow. This gives you a chance to explore key features without committing right away.

Also, keep an eye out for hidden fees like add-ons or limited access on lower-tier plans. Choosing software that’s affordable upfront but can grow with your firm will save you time and money in the long run.

Maintenance

Maintenance matters more than most people realize, especially when your software handles tasks like document assembly, billing, or document sharing.

If updates break something or the system lags, it can throw off your whole day. Legal software that’s well-maintained usually comes with regular updates, security patches, and reliable customer support.

Ease of Use

Legal software should make your day easier, not add more confusion. If the layout is cluttered or the features are hard to find, your team won’t use it, no matter how powerful it is. In contrast, a clean, simple interface helps you get things done faster.

This is especially true for tools with document management features. You should be able to upload, tag, and search files without digging through menus or watching a long tutorial.

Integration With Other Tools

The best law firm software doesn’t work in a vacuum, it fits into the tools you already use. Whether it’s your email or accounting software, smooth integration helps everything run together without extra steps.

For example, connecting your document management software with Google Drive or Dropbox makes sharing and saving files much faster. When your tools talk to each other, it reduces double entry, keeps your data consistent, and gives your team one less thing to worry about during a busy day.

Bring It All Together With the Right Tools

Every law office has different needs, but what matters most is how well your tools fit your workflow. Look for software that’s secure, easy to use, and built with legal work in mind. Start small if you need to, then add what makes sense as your caseload grows.

If you’re spending hours drafting or responding to discovery documents, Briefpoint can save you a serious amount of time.

For propounding discovery, just upload a PDF of your complaint or petition, Briefpoint automatically generates formatted interrogatories, requests for admission, and requests for production, ready to download and edit in Word.

If you’re responding, upload opposing counsel’s requests and use Briefpoint’s built-in objection features to build your responses. You can customize each one, then download a clean draft that’s ready to review, sign, and serve.

It’s fast, secure, and designed for real legal work. If you want to see how it works in action, book your demo and start drafting smarter.

What Are The Current Challenges of Manual Document Drafting?

Manual drafting continues to eat up more time than it should. On average, legal professionals spend between 40% and 60% of their working hours drafting documents and reviewing contracts.

That’s a significant portion of the day tied up in tasks that are often repetitive, slow, and prone to errors.

Here are some of the most common issues legal teams face:

• Rewriting the same content – Without templates, lawyers end up drafting similar clauses from scratch over and over.
• Small errors add up – Typos, missing sections, or inconsistent formatting can slip through when you’re working manually.
• No solid structure – Without a standard approach, each new document takes longer than necessary to build.
• Multiple drafts cause confusion – It’s easy to lose track of the latest version when documents are shared across different platforms.
• Delays in feedback – Internal and client reviews can take days, sometimes weeks, if there’s no clear process.
• Hard-to-read language – Dense legal terms slow down approval, especially for clients without legal backgrounds.

With that much time going into drafting, even small inefficiencies start to hurt.

How Can You Make Document Drafting More Efficient?

If manual drafting is slowing you down, there’s no reason to keep doing it the hard way. A few smart changes can save time, cut down on errors, and make the whole process run more smoothly. Take a look at these options:

1. Build A Foundation of Templates

One of the easiest ways to improve legal drafting is by creating a strong set of templates. Templates give you a reliable starting point, so you’re not writing every document from scratch.

Plus, they help law firms keep their writing style consistent across all written documents, from court documents to client agreements.

For example, if you’re often preparing non-disclosure agreements (NDAs), build a clean NDA template with standard clauses, placeholders for names and dates, and clear formatting. That way, you can drop in the details and move on, rather than rewriting the same words over and over.

Templates also reduce the risk of missing something important. When you’re juggling multiple legal issues at once, it’s easy to forget a key clause or overlook formatting. A good template keeps everything in order and helps avoid confusion during review or approval.

Most legal teams can benefit from having templates for things like:

• Contracts
• Discovery documents
• Engagement letters
• Pleadings
• Internal memos

Over time, you can adjust and improve them based on client needs or court requirements.

2. Invest In Document Automation Software

Legal writing takes up more time than most people think, especially when you’re repeating the same steps across different documents. Manually drafting legal texts can be time-consuming and often leads to small but costly mistakes.

Today, however, legal automation software helps reduce that friction and gives legal teams a cleaner, more dependable way to work.

These tools don’t replace your legal judgment, they support it by making the drafting process easier to manage. Instead of starting from scratch every time, you can focus on the parts that really need attention while the software handles the structure and flow.

Document automation can help with:

• Builds drafts based on templates, so you’re not rewriting basic sections
• Keeps formatting consistent to match your firm’s writing style
• Reduces manual edits that can lead to errors or missed terms
• Improves readability by using clear, pre-approved language
• Helps manage sensitive information by keeping data in one secure space

One example is Briefpoint, which uses AI to speed up legal drafting while keeping everything compliant and easy to review. It’s designed for law firms that want to create clear, accurate legal texts without wasting time on repetitive tasks.

Book a demo to learn more!

3. Avoid Complications Whenever Possible

Why make legal documents harder to read than they need to be? Using clear and concise language helps avoid confusion and makes your writing easier to follow for both clients and reviewers.

Legal texts don’t have to be loaded with jargon to look professional. In fact, plain language often leaves a stronger impression.

When you’re dealing with business contracts or legal issues across different jurisdictions, sticking to the essential elements is key. Extra clauses or unclear terms can lead to misinterpretation or even delay approvals.

For example, if you’re drafting a service agreement for a client that operates in multiple regions, focus only on the terms relevant to each jurisdiction. Leave out anything that doesn’t apply under local regulations.

A document that’s easy to read still needs to look sharp. Keep formatting clean and maintain a professional appearance, but don’t overdo the legalese. Remember: clear beats complex every time.

4. Start Delegating Tasks

You don’t have to do everything yourself. In the legal field, time adds up fast, and trying to handle every step of document drafting on your own only slows things down.

In contrast, delegating tasks frees up your schedule and also helps others on your team build experience.

Use your time where it counts, and hand off the rest. Here are some tasks you can delegate:

• Legal research for background, citations, or updated regulations
• Collect signatures from clients, partners, or internal teams
• Fill out forms with standard details or supporting data
• Organize additional information like exhibits or attachments
• Format the main text to match your firm’s writing style
• Double-check evidence and references included in drafts
• Review earlier versions for consistency or missing content

Delegating these tasks keeps your focus on drafting solid arguments and getting documents right the first time.

5. Create a Document Drafting Workflow

A simple legal workflow helps your team stay organized and get documents done without missing key steps. It also makes your writing more consistent and easier for everyone to follow, whether it’s for court, business, or internal use.

A good workflow keeps things moving and makes sure nothing slips through the cracks. It doesn’t have to be complex—just something your team can follow without overthinking it.

Here’s a basic example:

• Gather key info like names, dates, and background from the client
• Pick the right template based on the type of document
• Write the main text, keeping it clear and focused
• Add exhibits, evidence, or any extra material needed
• Send the draft to a colleague for review
• Share with the client or other parties for feedback
• Finalize the document and collect signatures
• Store it somewhere accessible for future reference

This kind of setup helps avoid delays and confusion, especially when multiple people are involved. Once the process is in place, drafting becomes quicker and easier for everyone.

Your Drafting Process Deserves an Upgrade

Manually drafting legal documents can take up hours that could be spent on more important work (or even a normal dinner). With the right approach, you can cut down on repetitive tasks, avoid common errors, and move faster without giving up control or quality.

And if you’re serious about saving time on routine discovery tasks, Briefpoint makes that easier than ever. From generating RFP and RFA responses to keeping language consistent across your firm, it helps you focus on the work that actually matters.

Briefpoint handles the repetitive stuff, so you don’t have to.

• Draft discovery responses in minutes
• Keep objections and legal standards consistent
• Collect responses easily with Bridge
• Save time without cutting corners

Thousands of litigators already use Briefpoint to speed up their workflow, some calling it a no-brainer.

Want to see it in action? Book a demo now and see the difference for yourself.

The Challenges of Manual Legal Task Management

Many law firms still work with tasks with spreadsheets, inboxes, and scattered notes. While it might feel manageable at first, things can quickly spiral when more cases, clients, and deadlines come into play.

Without a proper system, legal project management turns into a guessing game, and the cracks start to show fast. Here’s what manual task handling usually leads to:

• No clear way to assign tasks: Tasks get handed off through casual chats or long emails. It’s easy to miss something or forget who’s doing what. This lack of structure slows down the entire team.
• Deadlines slip through the cracks: Court dates, client meetings, and filing deadlines all carry weight. When these aren’t tracked properly, the risks are too high.
• Tasks aren’t tied to legal documents or matters: Without linking tasks to the right case, people end up searching through folders or email threads just to find the context.
• Updates are hard to track: There’s no easy way to see what’s done or what’s still pending. Everyone ends up asking for status updates instead of moving forward.
• Information gets scattered: Notes live in Word docs, case info is in email, and task lists sit on someone’s laptop. It’s chaotic and easy to miss key details.

What Do Legal Teams Need In Task Management Software?

Not every task tool works for legal work. While general project tools like Trello or Asana help organize to-do lists, they often miss the specific needs of law firms.

We all know that legal work isn’t just about ticking boxes. It’s tied to deadlines, compliance, and client service. And that’s where legal practice management software stands apart.

Legal teams need more than just a list of tasks. They need specific software programs for law firms, such as:

• Task-to-matter linking: Tasks should connect directly to legal cases, so nothing gets lost or mixed up across clients.
• Calendar and deadline tracking: Legal timelines matter. A missed deadline could mean real consequences for a client.
• Built-in document tools: Tasks often involve reviewing or drafting legal documents, so it helps when the platform supports that natively.
• User permissions: Not every staff member needs access to every detail. A good system lets you control that.
• Secure client portal: Clients can check updates, upload files, and stay informed without endless emails.
• Reminders and status updates: Keeps everyone on track and avoids confusion about what’s next.

For effective task management, law firms need tools designed for legal work, not a one-size-fits-all checklist.

The Biggest Benefits Task Management Software Can Offer

Legal teams don’t have time to chase down tasks in inboxes or dig through scattered notes. Legal task management software gives law firms a smarter way to work. Here are some of the benefits you can expect:

Clear Task Ownership

In legal work, unclear task assignments slow everything down. Without structure, work gets repeated, steps are missed, and progress stalls.

Legal project management software fixes this by letting you create tasks tied to specific cases, assign them to the right people, and include deadlines, notes, and related client data.

Everyone sees what they’re responsible for and what’s expected. Tasks aren’t vague but clearly written, easy to understand, and ready to act on. That cuts out confusion and helps your team focus on actual work rather than chasing updates.

You also get a clear view of what’s moving and what’s stuck. If someone needs help, it’s visible. If a task is delayed, you can fix it quickly. The system keeps everything in one place and helps you streamline workflows without relying on constant check-ins.

Clear ownership turns task management from a guessing game into a process you can actually trust.

Fewer Deadline Problems

Deadlines shouldn’t depend on memory or sticky notes. In a busy law office, it only takes one missed date to throw off an entire case. 

Legal task management software helps teams stay ahead with built-in reminders, alerts, and linked calendar events, so nothing important slips by unnoticed.

Here’s how the right system helps protect your valuable time:

• Automatic reminders: Get notified before a task is due so there’s time to act, not just react.
• Smart task templates: Set up repeatable steps for common case types, so deadlines are built in from the start.
• Calendar sync: See upcoming tasks next to court dates, client meetings, and filing deadlines.
• Real-time updates: Everyone sees changes as they happen. No need to resend calendar invites or follow up manually.

Missing a deadline costs you billable hours and risks client trust. With the right tools in place, your team spends less time scrambling and more time practicing law.

Better Visibility for Managers

Managing a legal team means keeping an eye on dozens of moving parts. Without the right system, that usually means chasing updates through emails or relying on secondhand info. Legal task management software solves this by letting managers track progress across cases in real time.

For example, a supervising attorney can open a dashboard and immediately see which motions are in progress, which deadlines are approaching, and who’s assigned to each step.

Everything is connected: case details, document management, and task updates are all in one place. This kind of visibility helps managers spot delays early and step in before a small issue turns into a real problem.

Even when the process is complex, the software keeps things clear. You can filter by team member, matter, or deadline, which makes it easy to check on one case or the full caseload.

One of the key features is that this visibility doesn’t require extra work from the team. Tasks update as people work, so the information is always current.

Stronger Client Service

Clients don’t like waiting, and you probably don’t enjoy chasing updates either.

When your team works from clear, actionable tasks, you can respond faster, stay on top of deadlines, and keep cases moving without all the back-and-forth. That kind of speed matters, especially when you’re trying to win over prospective clients or handle sensitive cases.

With legal task management software, everything’s in front of you. You’ll know exactly what’s done, what’s coming up, and who’s handling what.

And if you’re tired of constant calls asking for updates, a secure client portal solves that, too. Clients can log in, check progress, upload documents, and stay in the loop without needing to reach out. It’s faster for them and a time-saver for you.

Everything In One Place

Think about how much time gets lost switching between tools just to get a basic update. One task is in a spreadsheet, the notes are in an email, and the document you need? Buried in a shared drive. That back-and-forth adds up fast and increases the chance of missing something important.

Legal task management software solves this by keeping everything (tasks, documents, updates, and client communication) in one spot. You don’t have to track people down for status updates or re-enter the same info in three different places.

This matters more than it seems. Here’s why:

• Faster client communication: You can respond quickly when all the case info is in front of you.
• Less manual data entry: No need to copy updates between tools or systems.
• Simpler client intake: Forms, tasks, and documents all flow into the same place.
• Fewer mistakes: Nothing gets lost between emails or folders.
• Real-time updates: Everyone sees the same thing at the same time.

Keeping everything together gives your team a competitive advantage. You move faster, stay organized, and make fewer errors. That’s the kind of setup that saves time and keeps your clients confident in your process.

Top Task Management Software For Legal Professionals

Choosing the right software can make daily legal work faster, clearer, and easier to manage. But with so many options out there, how do you make the best pick?

We’ve compiled some of the best legal-specific task management software to help narrow down your choices:

1. Clio

Clio is a popular choice among law firms looking for a complete legal practice management platform. It combines task management with time tracking, document storage, billing, and more, all in one system.

Tasks can be linked directly to matters, assigned to team members, and tracked by deadline or priority. You can also store and access documents and view client details without switching between tools.

Clio keeps everything connected. This makes it easier to manage your workload while keeping case information organized and up to date.

Pros

• Clean, easy-to-use interface
• Strong integration with calendar and billing tools
• Secure cloud-based document storage
• Quick access to client details and case history
• Works well for solo firms and growing teams

2. MyCase

MyCase is built for firms that want everything connected from the first client message to the final invoice. You can assign work, send secure messages, and manage document sharing directly inside the platform.

It also stands out during the new client onboarding process. Forms, case info, and communication flow into the system with little effort, making it easier to get started and stay organized. 

For firms looking to keep all of their work in one place, MyCase makes the day-to-day smoother.

Pros

• Secure built-in chat and document sharing
• Great onboarding flow for new clients
• Central dashboard for tracking the firm’s work
• Reliable task and calendar tools
• Designed to simplify routine legal operations

3. CARET Legal

CARET Legal combines task management with email, billing, and document tools to support even the most complex processes. Tasks can be linked to matters, assigned by priority, and tracked with built-in alerts to keep your team focused and cases on schedule.

The platform makes it easy to manage client information, track activity, and even organize research like case law alongside other documents. Having everything in one system is extremely helpful when you need to respond quickly or hand off work without missing a step.

Pros

• Full integration with email and document tools
• Organizes client information and related tasks
• Stores research like case law with other matter files
• Handles complex task tracking without feeling cluttered
• Detailed reports for visibility across your firm’s work

4. HighQ

HighQ is designed for larger firms and legal departments that need flexible tools to manage high-volume work. It handles projects with multiple contributors, long timelines, and lots of moving parts.

You can build custom workflows, assign tasks, and automate parts of the complex process, all while keeping everything tied to the right matter.

One standout feature is its collaboration setup. Teams can work on the same document, leave comments, and update status without switching tools. You can also manage client information, share updates securely, and store supporting material, like case law, right in the platform.

Pros

• Strong workflow automation and permissions control
• Centralizes documents, tasks, and client information
• Built-in tools to manage and reference case law
• Great for multi-team or cross-office collaboration
• Scales well for large matters with layered workflows

5. CASEpeer

CASEpeer focuses entirely on personal injury firms—everything in the platform is built around the needs of that specific practice area. From the moment a case is opened, tasks are automatically generated based on case type, saving time and reducing errors.

Unlike general tools, CASEpeer doesn’t require a lot of setup. It comes ready with templates and workflows that match how PI firms already operate.

Pros

• Purpose-built for personal injury law
• Auto-generated task lists by case type
• Tracks treatment and links tasks to client information
• Quick access to files, notes, and case law
• Minimal setup; works out of the box for PI firms

Stop Wasting Hours on Tasks That Should Take Minutes

Task management software helps legal teams stay focused and keep client work on track, but there’s still one part of the process that eats up way too much time: legal discovery.

Even with the best tools in place, drafting discovery responses and requests often pulls attorneys away from higher-value work.

Briefpoint fixes that.

Briefpoint automates routine discovery drafting—like RFPs, RFAs, and interrogatories—so you don’t have to. Upload the request, apply objections and responses, and download a polished draft ready to review and serve. It’s fast, consistent, and reliable.

Whether you’re managing ten cases or a hundred, Briefpoint frees you up to focus on the parts of law that actually require your time and judgment.

• 87% average time saved
• Easy to use with your current CMS
• Trusted by litigators across the U.S.

If your firm is serious about getting organized and staying efficient, task management software is only part of the answer. Briefpoint takes it further by cutting down the busywork you shouldn’t be doing in the first place.

Book a demo today. Draft what matters. Automate the rest.

The Role of Profit Margin In Law Firm Profitability

Profit margin shows how much your firm keeps after paying all expenses. It’s one of the clearest ways to measure how well your business is doing financially.

Here’s the basic formula:

(Total Profit ÷ Total Revenue) × 100 = Profit Margin

For example, if your firm brings in $500,000 in revenue and spends $350,000 on salaries, rent, software, and other costs, your profit is $150,000. That gives you a 30% profit margin.

This metric helps you understand where your money’s going and whether your firm is running efficiently. A strong margin means you’re making good use of your time, staff, and resources. A weak one points to issues like high overhead, low productivity, or poor pricing.

Keeping an eye on this number helps you figure out if you’re pricing your services right, managing overhead well, or losing money on unproductive work.

What’s The Ideal Profit Margin For Law Firms?

Most small law firms aim for a profit margin between 25% and 35%, according to Irvine Bookkeeping. Falling below that range could be a sign that something’s off—maybe your overhead’s too high, or you’re spending too much time on non-billable work.

On the flip side, if your margin’s above 35%, that usually means your firm runs lean, prices smartly, and manages time well.

But it’s not always about being high or low. Your priority should be staying sustainable. A smaller firm with less overhead might hit a higher margin, while larger firms might accept slimmer ones due to scale.

The key is knowing your own numbers. If you’re consistently under 20%, it’s time to look at where the money’s going. Tightening up processes, improving time tracking, and pricing your services properly can push your margin in the right direction without adding more stress to your day.

Best Strategies To Increase Your Average Profit Margin

If your profit margin isn’t where you want it to be, the good news is you can fix it. It’s often less about working more and more about working smarter.

Here are some practical strategies to help raise your average profit margin without burning out your team or cutting corners.

1. Automate The Tasks Costing You Money

A successful law firm doesn’t waste time on repetitive work that doesn’t bring in revenue. Most law firms lose money every month by having staff spend hours on tasks that could be handled automatically. These small inefficiencies add up and eat into your profit margin without you even noticing.

If you’re aiming for higher profit margins, you need to take a closer look at your daily operations. Many parts of your workflow, regardless of your practice area, can be automated to reduce time and cut costs.

This helps you improve your cost structure while freeing up your team for billable work and client acquisition. Here are common tasks you can automate:

• Appointment scheduling with automated calendar links
• Invoice creation and payment reminders
• Document automation for contracts, letters, discovery documents, and more
• Client intake using online forms and auto-responses
• Follow-up emails after consultations or completed cases
• Time tracking and billing entries
• Data entry into case management systems

By automating these tasks, you reduce errors, speed up your workflow, and keep your team focused on legal work. Most law firms that invest in automation see better results without adding extra hours or headcount.

2. Consider Outsourcing

Not every task in your firm needs to be handled in-house. The legal profession puts a lot of pressure on firms to do more, but holding on to everything often leads to wasted time and higher overhead costs.

If a task doesn’t generate revenue or take advantage of your legal expertise, it might be better handled by someone else.

Outsourcing can help you protect billable hours and focus on the work that actually grows your firm. For example, instead of hiring a full-time marketing coordinator, many firms turn to agencies or freelancers who already know the legal space and can hit the ground running.

Even legal-specific tasks, like research, contract review, or admin work, can be outsourced to virtual legal assistants (VLAs) who’ve been trained with law school-level knowledge.

This setup lets you keep your internal team lean and focused, while still getting everything done on time, without stretching your resources.

3. Get Rid of Outdated Workflows

Old habits might feel safe, but they can quietly hold your firm back.

If you’re spending hours digging through email threads, chasing paper files, or juggling spreadsheets to stay on top of cases, it’s time to rethink how you’re working. These slow, manual processes don’t just eat up time. They cut into net income and hurt the client experience.

Whether you’re in family law or any other practice area, modernizing your workflow isn’t about making flashy changes. It’s about fixing the small things that keep piling up. Missed follow-ups, lost documents, or time entries you forgot to log? That’s real money slipping through the cracks.

For example, you can start replacing:

• Handwritten intake forms with online client submissions
• Manual case updates with automated status tracking
• Endless internal emails with built-in team messaging
• Post-it notes and legal pads with centralized task lists
• Loose billing notes with smart time-tracking tools

Prospective clients expect a smooth experience. If your tools slow you down, they’ll feel it too. Clean, modern systems help you work faster, bring in more money, and track key performance indicators without the hassle.

4. Invest In The Right Technology

Outdated tools slow you down, drain your team’s energy, and quietly cut into your profits. On the flip side, the right tech helps you handle more clients, reduce routine tasks, and bring in more money without adding hours to your day.

These are the legal tools that actually pull their weight:

• Practice management software: Track cases, deadlines, and tasks without bouncing between emails and sticky notes. Everything stays organized and easy to find.
• Document automation tools: Draft contracts, letters, and forms in minutes using templates that fill themselves in. No more rewriting the same thing ten different ways.
• Time tracking and billing tools: Capture hours as you work, generate invoices fast, and stop losing billable time. Helps you raise your hourly rate without lifting a finger.
• Client intake and CRM systems: Follow up with leads, collect details quickly, and onboard new clients without the back-and-forth.
• E-signature tools: Let clients sign from anywhere. No delays, no scanning, just done.
• Legal accounting software: Track expenses, revenue, and trust accounts in one place. Makes it easier to see what’s helping or hurting your bottom line.

The right setup lets you spend less time on admin and more time practicing law the way you want.

5. Fix Your Marketing So It Actually Pays Off

Marketing doesn’t need to be loud, but it does need to bring in the right clients. If you’re spending money on ads, SEO, or networking and still seeing the wrong kind of inquiries (or none at all), it’s a drain on your gross revenue and a roadblock to improving profitability.

Let’s say you charge flat fees for family law work. If your marketing brings in clients expecting full-scale litigation or daily hand-holding, you’re stuck doing more for less. That mismatch adds extra administrative work and cuts into your margin.

You don’t need to do everything, just what works. According to the American Bar Association, law firms should allocate 8–10% of their gross revenue to marketing, then track performance by case or client to see where the returns are.

For example, if digital ads consistently bring in new clients for less than in-person events, shift more of your budget online.

Boutique firms especially need focused strategies. A cybersecurity firm might find value in LinkedIn and trade shows, while an IP firm might lean into content marketing. And always ask new clients how they found you, as it’s the easiest way to measure what’s working.

Remember: Great service starts with the right match, and smart marketing gets you there.

Profit Margins Go Up When Busywork Goes Down

Raising your law firm’s profit margin doesn’t require a full overhaul. It comes down to cutting unnecessary work, improving how your team operates, and using tools that actually support your practice.

Whether it’s automation, outsourcing, or smarter tech choices, each step helps reduce overhead and protect your billable hours.

Briefpoint fits right into that effort. Thanks to its powerful AI, it handles routine discovery drafting, requests, and responses without the back-and-forth that slows firms down. Instead of spending hours on the same language for every matter, you upload, review, and download in minutes.

That means:

• Less administrative work
• More consistency across your firm
• And more time for the cases that need your attention

If you’re looking to improve profitability without adding pressure to your team, Briefpoint makes that possible.

Book a demo to see how much time your firm could be saving!

What is RFP Automation?

RFP automation is the use of software to speed up and simplify the RFP response process. Instead of building each proposal from scratch, automation tools help you reuse your best content, assign tasks to the right people, and manage everything in one organized system.

At its core, RFP automation improves RFP response management by making it easier to find accurate answers, assign work to subject matter experts, and deliver polished proposals on time. These tools can also handle security questionnaires, which are often time-consuming and repetitive.

Many platforms now use natural language processing to suggest the best content based on how a question is worded. That means you’re not just pulling canned replies but also getting tailored responses that sound like they were written for that specific request.

With RFP automation, you can:

• Speed up the response process with smart content suggestions
• Cut down manual work by generating answers from a shared library
• Assign sections to subject matter experts with built-in workflows
• Improve consistency with approved, accurate answers
• Handle security questionnaires without last-minute stress

What Is RFP Automation Software?

RFP automation software is a tool that helps teams respond to proposals faster by organizing content, assigning tasks, and reusing approved answers. It’s built to reduce the manual effort that usually goes into answering the same types of questions over and over.

The software keeps everything in one place, including your responses, team comments, deadlines, and drafts, so you’re not jumping between emails or files to piece things together. It also makes it easier to keep answers accurate and consistent across different proposals.

Some tools even suggest content based on past responses to help you save time when you’re under pressure. With everyone working from the same system, the process runs smoother, and your proposals go out quicker.

How Do You Automate RFP Responses?

Automating the RFP response process doesn’t mean handing everything over to a machine. It means cutting down on repetitive work, so your team can focus on writing strong, thoughtful answers.

With the right system in place, you can respond faster and reduce the stress that usually comes with tight deadlines. Here’s how you can set up a smart and efficient RFP response management process using automation tools:

1. Build a Central Content Library

The first step in automating your RFP response process is setting up a robust content library. This is where you store your previous responses, company facts, product details, and other valuable resources in one organized place.

A good library makes it easy to find the right content quickly, which can help your team deliver accurate responses without wasting time. Some tools use machine learning to suggest the best answer based on the question’s context.

2. Use Natural Language Matching

Modern RFP tools use natural language processing to understand how questions are asked, even if the wording changes. This helps the software suggest the most relevant answers from your library, so you’re always starting from a strong place.

3. Assign the Right People Automatically

One of the smartest things RFP software can do is route each question to the right subject matter expert without you lifting a finger.

Legal questions go straight to legal. Product questions land with your technical team. Everyone gets notified, knows what to work on, and sees their deadlines upfront. 

This keeps the entire process moving smoothly and avoids confusion or delays. You don’t have to waste time repeating the same steps or chasing people for input. It also keeps your sales process in sync with your proposal efforts, so nothing falls through.

4. Generate Draft Responses

Let your RFP software take the first pass at answering questions. By pulling from your content library, the tool can generate draft responses that save time and reduce repetitive tasks for your team.

You’re still in control (every answer can be reviewed, edited, and approved), but you’re no longer stuck starting from zero.

This approach helps your sales team focus on strategy and personalization, not copy-paste work. Plus, it makes sure answers stay consistent without pulling random info from external websites or outdated files.

Here’s how it helps:

• Creates quick drafts for common RFP questions
• Cuts down the time spent on repetitive writing
• Allows room for human intervention when needed
• Keeps messaging aligned with your brand and voice
• Helps your team stay focused on winning business rather than formatting responses

5. Manage Versions and Approvals

Keeping track of edits and approvals can be a mess when everything’s split across emails and shared drives. RFP automation tools fix that by giving your team one place to manage it all.

This means you can track changes, leave comments, and see who approved what, without dealing with five different versions of the same file.

For example, if you’re answering a set of due diligence questionnaires with input from legal, finance, and IT, the software pulls content from your central library and lets each expert review their section. That way, your winning responses include detailed information pulled from multiple sources, and it’s all up to date.

6. Automate Security Questionnaire Responses

Security questionnaires are often packed with detailed questions that tend to repeat across clients and industries. Automation tools help by pulling approved answers from your knowledge sources and previous RFPs, so your team isn’t stuck rewriting the same content.

Answers stay consistent, accurate, and up to date, even when requests come from different teams or departments. You’ll also get real-time notifications when something needs a second look or an updated response.

By cutting down the busywork, you’re speeding up the process and showing that your team is sharp, responsive, and ready to work with serious clients. That kind of professionalism can go a long way in boosting win rates and helping you stand out as an industry leader.

7. Export Final Proposals Fast

After all the reviews are done and the content’s locked in, the last thing you want is to spend hours reformatting everything. With RFP automation, you can export the entire proposal via Word, PDF, or even a custom layout.

If the client asked similar or the same questions as in past RFPs, there’s no need to do extra research or shuffle through Google Drive for old files. Everything’s already been pulled from approved content.

This is a must-have feature for teams that send out a significant number of proposals and want to ensure consistency across every submission.

Why Should You Automate Your RFP Process?

Manual RFP responses can drag down your team’s time, focus, and energy. When you’re answering the same questions again and again or trying to keep up with disorganized reviews, it’s easy to lose momentum.

Automating the process helps you work faster, stay consistent, and respond with confidence. Here’s what you get out of it:

• Faster turnaround – Generate responses in minutes by pulling from a shared content library, so your team spends less time starting from scratch.
• Consistent, approved content – Use responses that have already been vetted by legal, finance, and subject matter experts.
• Fewer errors – Reduce copy-paste slip-ups and outdated answers with automatic suggestions based on current content.
• Stronger teamwork – Assign sections, set deadlines, and track progress without relying on endless email threads.
• Simpler reviews – Let reviewers edit and approve content in one place, with full visibility into changes and comments.
• Organized process – Keep everything in one system, not spread across docs and drives.
• Better results – Submit polished, accurate proposals that improve your chances of winning the deal.

Take Advantage Of Automated Document Generation Today

You’ve probably spent more hours than you’d like pulling answers together, cleaning up formatting, and chasing final approvals, only to end up sending the proposal minutes before the deadline. It’s frustrating, and honestly, it pulls your focus away from the work that actually needs your attention.

As you can see, automated document generation helps fix that. You can organize your content, reuse what already works, and produce clean documents without jumping through hoops every single time.

And even if RFPs aren’t your main task, you’re likely still dealing with repetitive forms, client documents, or standard questionnaires.

Briefpoint was built to handle that kind of work. Originally made for legal teams, it simplifies structured document drafting, especially when the content is repetitive and requires input from different people. You don’t need to reinvent anything. Just make your process less painful.

If you’re tired of spinning your wheels on the same kinds of documents, Briefpoint is worth a look.

Try Briefpoint today!

Legal Process Automation is More Than Just Automating Tasks

When people hear “legal process automation,” they often think it’s just about automating repetitive tasks. While that’s a big part of it, LPA goes much deeper. It’s about using technology to create a more efficient, integrated system that improves every aspect of your legal practice.

Think of it like this: legal process automation isn’t just a tool for reducing paperwork or speeding up routine tasks. It revolves around transforming how your entire firm operates.

With LPA, you can simplify document management, improve client communication, and make sure that every part of your workflow is running as smoothly as possible.

A Quick Example: Client Onboarding

Traditionally, onboarding a new client is a manual, time-consuming process. Clients schedule consultations and share details during meetings, and then staff manually enter this information into the system.

Standard legal documents are drafted, sent out for signatures, and followed up with multiple reminders. Finally, signed documents are manually filed.

This method is not only slow but also prone to errors.

Now, imagine an automated process. Prospective clients book consultations online. They receive automated emails with secure links to online forms, which gather all necessary details and documents. This data is then automatically entered into the firm’s system.

Legal document automation software generates standard engagement letters and retainer agreements, which are sent out for electronic signatures. Automated reminders help with timely completion, and signed documents are automatically stored in the firm’s digital filing system.

The result? Less time and effort spent on such a simple task.

What Legal Workflows Can You Automate?

Legal automation tools can help you automate legal workflow processes across your entire firm, improving both speed and accuracy. Whether you’re handling routine admin or complex legal operations, here are the top areas where automation makes the biggest impact:

• Creating and managing documents – Use templates and automation to draft, store, and organize documents quickly with fewer errors.
• Client onboarding and data entry – Online forms collect client info and automatically sync it with your system, making intake smoother.
• Billing and invoicing – Automate time tracking, invoice generation, and payment reminders to maximize profitability.
• Contract review – AI-powered legal automation tools highlight key clauses and spot issues, cutting down manual review time.
• Legal research – Let automation handle case law and precedent searches, so you can focus on strategy.
• Task and deadline management – Set up alerts to stay on top of everything and avoid missed deadlines.
• Client communication – Send updates, appointment reminders, and follow-ups automatically.
• Case management – Centralize all aspects of your legal operations, from tracking progress to coordinating stakeholders.
• Compliance and risk – Automate updates and reporting to keep your practice in line with evolving regulations.

Benefits of Automating Legal Processes

Automating legal processes doesn’t just keep you on top of tech trends; it brings real, game-changing benefits to your practice.

Let’s take a look at a rundown of how it can make a big difference for law firms and in-house legal teams:

1. Increased Efficiency

Automation slashes the time spent on the grind of administrative tasks, which, in turn, lets your legal team focus on the stuff that needs human judgment and expertise.

For instance, why spend hours on manual document drafting when document automation software can handle it in minutes?

Take Briefpoint, for example. It’s a generative AI and machine learning tool that drafts discovery responses and request documents for you.

Traditionally, this process can take hours as you would need to pore over the information and create an appropriate response.

With Briefpoint, the AI will extract information from the document for you and create a mostly finished document. The human touch comes when you add objections or responses to the document to complete it. 

Take a look at how it works today.

In short, this is one of the easiest ways for legal teams to save time on document creation using advanced document automation tools designed for the legal field.

2. Cost Savings

Streamlining your processes through automation means you’re also cutting down on costs. Less time spent on routine tasks translates to lower labor costs and fewer hours billed. 

Plus, reducing human error means spending less on fixing those errors, which can really add up.

Such a level of efficiency lets you redirect funds to areas that can help grow your legal services, like tech upgrades or marketing.

3. Improved Accuracy

Let’s face it, everyone makes mistakes, but automation keeps them to a minimum. Automated systems stick to the rules you set, which drastically cuts down the chances of slips and blunders.

Naturally, this is a big deal in law, where even a tiny error can lead to huge legal issues. For example, automating contract reviews helps make sure every document meets compliance standards without a hitch.

Will automation replace lawyers? No, but it does significantly reduce the risk of human error by accurately processing legal data and flagging issues early.

4. Better Client Service

Faster processes and smoother operations mean you can offer your clients a better experience. Quick turnarounds and efficient handling of their cases can make your firm stand out in a crowded market.

In the legal industry, automation solutions help streamline processes so your team can spend more time on strategic tasks that truly impact client satisfaction.

5. Increased Compliance

Keeping up with regulations is no small task, especially when they’re always changing. Automation tools can be programmed to follow the latest laws to the letter, updating automatically as new regulations roll out.

This not only helps you avoid penalties but also protects your firm’s reputation by making sure you’re always on the right side of the law.

Legal Technology Isn’t Perfect, But Neither Are Humans

There’s a lot of talk about automation in the legal world right now, and for good reason. Still, many law firms are cautious about adopting new technology. The biggest hesitation? Legal tech isn’t perfect.

That concern is valid, but human work isn’t flawless either. Errors happen, especially under pressure or when dealing with repetitive tasks. Rather than expecting technology to solve everything, it’s more productive to see it as a support system that helps reduce risk and improve consistency.

Here’s a closer look at why some firms hesitate and why that hesitation could be holding them back.

The Accuracy Anxiety

Lawyers pride themselves on precision and thoroughness. So, it’s no surprise that there’s a fear of automated systems missing critical nuances or making costly errors.

Yes, AI can sometimes misinterpret data or struggle with ambiguous legal language. But humans are just as prone to mistakes, especially when overwhelmed or short on time.

Automation helps reduce these errors by providing consistent, rule-based analysis and removing the fatigue factor from routine legal tasks.

For example, in contract management, an automated workflow can scan large volumes of agreements to flag missing clauses or inconsistencies. 

That means lawyers don’t have to spend valuable time sifting through every line manually and can instead focus on reviewing the most relevant data.

By combining automation with human review, legal teams can maintain quality while working faster and more efficiently.

Cost and Implementation Hurdles

Implementing new technology isn’t cheap, and the learning curve can disrupt daily operations. Smaller firms, in particular, might find the upfront costs daunting. However, the long-term gains often outweigh these initial expenses.

Automation helps reduce time-consuming tasks that eat into productivity and rack up non-billable hours. 

By minimizing manual work, like sorting through unstructured data or tracking down missing case details, firms free up their staff to focus on higher-value tasks that directly support client outcomes.

Increased efficiency, fewer errors, and better resource management can lead to substantial savings over time. Plus, many tech solutions are scalable, which makes them accessible to firms of all sizes.

The Tradition Trap

Lawyers are traditionally cautious, which makes sense given the high stakes of their work. This cautious nature often translates into resistance to change, especially when it involves new and unfamiliar technology.

However, clinging to outdated methods and manual processes can be more harmful in the long run. As clients demand faster and more efficient service, firms that resist automation risk falling behind their more tech-savvy competitors.

Modern tools can support self-service options for clients, automate non-billable tasks, and even generate contracts quickly for routine business deals. These improvements don’t replace legal judgment; they free up time so lawyers can focus on higher-value strategy and client relationships.

Embracing Imperfection

Ultimately, the truth is that neither legal technology nor humans are perfect. Both have their strengths and weaknesses. The key is to find a balance that leverages the best of both worlds.

Automation can handle repetitive, data-heavy tasks with precision, while human lawyers can focus on the strategic work that machines can’t replicate. By acknowledging the imperfections on both sides, legal teams can create a more efficient, effective, and client-centered practice.

The Legal Automation Software You Need: Briefpoint

What’s the biggest bottleneck in discovery? Most legal professionals will tell you it’s the paperwork or, more specifically, the standard legal documents like discovery responses and requests.

If you want to lift this burden off your legal department, it’s time to invest in artificial intelligence. Briefpoint is a generative AI tool that creates discovery documents for you so you don’t have to spend hours manually drafting each one. 

Here’s a glimpse of what documents Briefpoint can handle:

• Requests for Production
• Requests for Admission
• Interrogatories

Ready to reduce busywork and refocus your team on what really matters? Book a demo with Briefpoint and see how much time and effort you could save.