What Are Litigation Document Management Tools?

Litigation document management tools are software platforms built to help legal professionals organize, store, search, and share documents tied to lawsuits and other legal work.

Unlike general file storage apps, these tools are made for law firms, so they handle things like case-based organization, secure access, and version control right out of the box. They make it easy to keep discovery files, motions, transcripts, and exhibits all sorted by matter.

Most tools also include search filters, tagging, and audit trails, which help you find what you need quickly and stay compliant. Some even come with AI features for drafting and tools for collaboration. Essentially, they’re designed to support how litigation teams actually work, but without adding more steps.

What Can Litigation Document Management Tools Do?

Litigation document management tools aren’t just digital filing cabinets; they’re built to handle the back-and-forth of real legal work. From sorting thousands of documents to helping your team stay in sync, these tools cover more than basic storage.

Take a look at what they can actually do for your practice.

1. Organizing Case Files Across Multiple Matters

Managing documents for several cases at once takes more than a set of folders and file names. Without a clear system, it’s easy to mix things up or waste time searching for the right draft.

Legal document management software like NetDocuments helps keep everything in order. It’s a document management system built specifically for legal teams, with tools that let you organize files by matter, tag them by document type, and search by keywords or metadata.

It also adds structure to your legal document workflows. Each case stays separate, access can be limited by user or role, and audit trails track who viewed or changed a document. That’s especially useful when dealing with sensitive documents or working across teams.

Since NetDocuments is cloud-based, you’re not tied to your office computer. You can log in from anywhere with full access to your case files.

For teams managing multiple matters, it creates a single, reliable source of truth. That means no more back-and-forth trying to confirm which version is current or where something was last saved.

2. Drafting Legal Documents With AI

Drafting discovery requests and responses is tedious, repetitive, and time-consuming. Most of it follows a predictable format, but it still eats up valuable hours. That’s where Briefpoint, a legal document management software designed for litigators, makes a difference.

Briefpoint automates the drafting of Requests for Production, Requests for Admission, and Interrogatories—both for propounding and responding. It works across all U.S. states and federal districts, applying local formatting rules automatically.

Here’s how the process works:

• Propound: Upload a .pdf of your Complaint or Petition
• Respond: Upload opposing counsel’s requests/interrogatories
• Customize: Select objections, add responses
• Download: Get a Microsoft Word doc ready to review, sign, and serve

The AI extracts case details like court name, parties, request type, and more. From there, you can easily select objections, add responses, and download a clean draft, ready to finalize and send out.

Briefpoint doesn’t just save time; it helps teams stay consistent across cases and attorneys. You also don’t have to worry about security, as none of your data is used to train AI, and everything is encrypted.

If you’re still drafting discovery by hand, Briefpoint may be the smart shift you’ve been waiting for. Book a demo today.

3. Real-Time Collaboration on Case Documents

In the legal industry, collaboration isn’t optional—it’s constant. Partners, associates, paralegals, and clients often need to weigh in on the same documents.

Without a solid system in place, you’re stuck emailing drafts back and forth, losing track of who made what change, and crossing your fingers that the version you’re editing is the latest one.

A legal document management system built for collaboration can fix all of that. These systems let multiple people review, comment on, and update documents at the same time. Changes are tracked automatically, and version histories keep everything transparent.

In other words, you know exactly who did what and when.

Let’s say you’re finalizing a motion. One attorney updates the language, another reviews citations, and a third adds exhibits. With traditional tools, that’s three separate versions to manage. With the right system, it’s one file—everyone works in it together, and you stay in sync.

Real-time collaboration has become a basic expectation in legal document management solutions. When paired with your law practice management software, it cuts down on errors and keeps the whole team moving in the same direction.

4. Automating Document Version Control

Version mix-ups can derail even the most organized legal teams. When multiple people touch the same file, it’s easy to lose track of edits, or worse, send out the wrong draft. That’s why version control is one of the most valuable features in today’s document automation tools.

With the right system in place, every change is tracked. You can review previous versions, compare edits side-by-side, and restore older drafts if needed. This saves time, prevents mistakes, and avoids that awkward moment when someone realizes the wrong motion got filed.

Tools like NetDocuments and Worldox offer version control built into their platforms. But the real benefit is how these systems fit into your workflow. Only authorized personnel can make changes, while others can access documents in view-only mode. That keeps the process clean and prevents accidental edits.

Say you’re drafting a settlement agreement with multiple reviewers. Instead of juggling five versions with tracked changes in email, you’ve got one clean document, and every update is recorded automatically.

5. Secure Sharing With Co-Counsel or Experts

Legal teams often need to bring in outside help, such as co-counsel, expert witnesses, and consultants. Sharing files shouldn’t mean giving up control. With cloud-based legal document management software, you can grant access to the right people while keeping everything else locked down.

Rather than emailing attachments or uploading files to general cloud drives, legal-focused platforms offer features that protect your work and client data. You can choose exactly which files to share, decide who gets access, and track activity without extra steps.

Here’s what secure file sharing typically includes:

• Share specific documents only—no full-folder access
• Set view-only, no-download, or time-limited access
• Track views, downloads, and changes
• Remove access instantly if needed
• All files are encrypted and protected at rest and in transit

These tools function as both knowledge management software and seamless document sharing systems. For example, if an expert needs a batch of deposition exhibits, you can send just what they need with read-only access and get alerts when they open the files.

6. Ensuring Compliance With Court Orders and Retention Policies

Legal work also involves keeping a close eye on deadlines, document retention rules, and privacy obligations. Courts often require firms to retain or delete files on specific timelines.

Failing to do that can lead to unnecessary risks, especially when client confidentiality and regulatory compliance are involved.

Basic file storage platforms don’t cut it here. They might hold your files, but they rarely provide the tools to manage timelines, flag records for deletion, or track compliance actions. A proper system does more than store; it monitors, logs, and reminds.

With a good legal document management setup in place, your firm can track how long each file should be kept, restrict access based on staff roles, and automatically apply retention policies across the system. This helps prevent accidental deletions or holding on to sensitive files longer than allowed.

Data security is baked into the process. Files are encrypted, access is limited, and audit trails are recorded. When someone questions how your law firm’s documents were handled, you’ve got the logs to show it.

7. Tracking Review Progress and Reviewer Activity

When you’re dealing with hundreds (or thousands) of files, staying organized plays a big role in keeping the case on track. But without the right system, human error creeps in, and important documents can get overlooked.

Modern document management software makes it easier to keep everything moving. You can assign documents, track who’s working on them, and spot bottlenecks before they become real problems.

For example, here’s what these tools help you manage:

• Assign documents to specific reviewers
• Track progress by user, tag, or status
• Get real-time updates on what’s completed
• Avoid duplicate work with activity logs

They also help automate routine tasks like routing documents and sending reminders. Instead of chasing updates, you can focus on what matters, like strategy, deadlines, and communication.

What do you get? A smoother process, fewer delays, and stronger client service. When everyone knows what they’re responsible for and when it’s due, your team works better and delivers more consistent results. For litigation teams with a lot of moving parts, that kind of visibility makes all the difference.

8. Quick Retrieval of Critical Docs During Depositions or Hearings

During a deposition or court hearing, every second counts. You can’t afford to pause the conversation while you scroll through folders or search your inbox for the right file. You need to be able to find the document fast and know that it’s the correct version.

A strong legal document management software makes that possible. These systems let you categorize documents by matter, document type, or keyword so they’re easy to find when the pressure’s on.

You can search using case numbers, file names, or even tags your team created. That cuts down on administrative tasks and helps you focus on the moment in front of you.

Imagine you’re in a deposition and opposing counsel refers to a set of interrogatories from six months ago. With a proper legal DMS solution, you can pull up that document in seconds and respond with confidence. There’s no fumbling with printed binders or digging through old emails.

Beyond speed, these systems also support enhancing security. Every file is protected, access is controlled, and all activity is recorded. You get fast access to what you need without compromising privacy or compliance.

9. Linking Documents to Case Chronologies and Facts

Keeping your case facts and documents in sync can be a challenge, especially when you’re working across multiple teams, timelines, and legal issues.

A well-structured legal document management system makes it easier to connect the dots between key events and supporting materials. This is where integration between case management software and your document system becomes incredibly helpful.

Rather than juggling spreadsheets and folders, you can build a case timeline and link every relevant document—transcripts, emails, filings—directly to each event. You’re not just storing all your files in one place; you’re creating context around them so your team sees the full picture.

This setup can improve your workflow in many ways:

• View and edit documents while reviewing facts or timelines
• Access multiple records or document collections side-by-side
• Update case notes and supporting documents simultaneously
• Stay organized across multiple users and deadlines

Tools like CaseFleet and FactBox offer features like this, but any system that supports timeline integration adds real value. You’re not forced to switch between platforms to see the evidence that backs your narrative.

A leading provider will let you connect everything with minimal setup, which can help your team stay aligned from intake through resolution.

Must-Have Features of a Litigation Document Management System

A reliable litigation document management system should do more than hold files—it should support how your firm works, communicates, and protects sensitive information.

When evaluating options, focus on features that actually improve how your team handles client files, deadlines, and document access. The best document management system is one that keeps everything in one place and works with the tools you already use.

Based on our clients’ experiences, here are the features that matter most:

• Robust security: Keeps data protected with encryption, user authentication, and access controls. Prevents unauthorized access to sensitive case material.
• Secure client portal: Lets clients safely upload and view documents without relying on email. Reduces risk and keeps communication simple.
• Centralized storage: Stores all files—pleadings, exhibits, motions—in one place. Avoids scattered folders and makes sure everyone is working with the latest version.
• Seamless integration: Connects with your calendar, email, billing, and case management software so everything stays in sync.
• Smart search and tagging: Helps you find documents fast using filters, keywords, or matter-specific tags. No more endless scrolling through folders.
• Role-based access: Controls who can view or edit certain files, keeping internal and external collaboration secure and clear.
• Audit trails: Tracks file access, edits, and downloads for accountability and compliance. Gives you a complete history of document activity.

Make Litigation Painless With Briefpoint

Litigation is already demanding. Your document process shouldn’t make it harder.

Briefpoint helps you save time by automating discovery drafting, organizing files, and keeping everything consistent and secure. It’s built for real legal teams who need to move fast without losing control.

No complicated setup. No extra steps. Just faster drafting, better organization, and fewer headaches.

Book a demo today to see how Briefpoint can simplify your workflow and get you back to focusing on your case.

Being a lawyer today means wearing a lot of hats. You’re not just practicing law, you’re managing clients, paperwork, deadlines, billing, and communication all at once.

Luckily, the right tools can take a huge weight off your shoulders by helping you get things done faster and more accurately.

This guide covers practical lawyer tools across various areas, including document drafting, billing, research, and communication. You’ll find software that saves time, reduces human error, and fits right into your existing workflow.

What Are Smokeball Integrations?

Smokeball integrations are simply other tools that connect with Smokeball so you can work faster and cleaner. Instead of hopping between platforms or redoing work, these integrations let everything sync, which helps you save time and build a more profitable, organized firm.

For example, you can:

• Send emails in Outlook and automatically save them to your Smokeball matters
• Push bills into QuickBooks without manual entry
• Connect templates and documents through Briefpoint
• Run Zoom meetings directly from your calendar
• Automate tasks with Zapier

These tools help you keep better track of your clients, fees, and leads while making sure your data stays in the right place.

Best Integrations For Smokeball

You don’t need every integration under the sun. But a handful of the right ones can really change how your day goes. We’ve compiled some of the most helpful Smokeball integrations to consider.

1. Briefpoint

Briefpoint is built for law firms that want to handle discovery faster without cutting corners. When paired with Smokeball, it lets you create key legal documents in minutes and automatically saves them to the correct matter folder—no setup or manual sorting needed.

Here’s what you can generate with Briefpoint:

• Requests for Admission
• Requests for Production
• Interrogatories
• Responses to all of the above

How it works:

• Upload the .pdf (like a complaint or discovery request)
• Choose your objections and add responses
• Download your draft in Word and finish it up

Briefpoint reads court names, case numbers, and request types from your upload and fills in the basics, following local formatting rules. You handle the legal substance while Briefpoint handles the busywork.

Smokeball users love Briefpoint because it saves serious time, reduces non-billable hours, and keeps everything organized automatically. You won’t need to juggle files or retype client info. It works across all 50 states and D.C., and it’s simple enough for any attorney to use.

With strong encryption and no data shared for training AI, it’s also a secure choice for firms that care about privacy.

Book your demo today and see how it works!

2. QuickBooks

QuickBooks is a solid pick for firms that want to keep their finances clean and up to date. When linked with Smokeball, it brings all your billing, expenses, and payments together without the usual hassle. Instead of jumping between tools, you can manage everything in one place.

Here’s why it’s worth connecting QuickBooks with Smokeball:

• Syncs client bills and payments with a single click
• Keeps expenses and financial data updated automatically
• Pulls in contact information from your matters
• Cuts down on manual entry with smart automation
• Helps you track what’s owed and what’s paid
• Makes tax time and reporting way easier
• Lets your team focus on legal work, not accounting

With this setup, you don’t have to second-guess what’s been billed or paid. Everything stays current, accurate, and easy to access.

3. Microsoft Outlook

Microsoft Outlook is one of the most useful integrations for Smokeball, especially if you’re already using it to manage your emails.

Once connected, it helps you stay organized by linking emails, attachments, and contact details directly to your Smokeball matters. This way, all your communication stays in one place, easy to find, and tied to the right client or case.

With Outlook and Smokeball, you can:

• Save emails and attachments to the right matter
• Sync client contact information
• Log sent and received messages automatically
• Keep communication clear, updated, and easy to review

4. Zoom

Zoom makes it easy to meet with clients or team members without skipping a beat. And when you connect Zoom with Smokeball, those meetings get even easier to manage. You can schedule Zoom calls straight from your Smokeball calendar, and everything stays linked to the right matter.

There’s no need to run between apps or worry about losing track of meeting info. With the Smokeball logo right there in your workflow, you’ll know your details are in the right place.

Key benefits of connecting Zoom with Smokeball:

• Schedule and launch calls from your Smokeball calendar
• Keep meeting links and notes tied to each matter
• Cut down on back-and-forth emails
• Stay focused when you need to run your day smoothly

5. Zapier

Zapier is a powerful tool that helps you connect Smokeball with thousands of other apps, from Gmail and Slack to Google Drive and beyond. It’s good for law firms that want to run a more profitable operation without adding more manual work to their plate.

You can build simple workflows, called “Zaps,” that move data between tools automatically. Once set up, you won’t have to think about it again.

Why use Zapier with Smokeball:

• Connect Smokeball with other popular tools
• Automate repetitive tasks and save time
• Keep everything you need in one place
• Focus on legal work while Zapier handles the rest

Make the Most Out of Smokeball, Connect Briefpoint Today

If you’re using Smokeball to stay organized and efficient, Briefpoint is the perfect next step. It takes the most time-consuming part of litigation—drafting discovery documents—and makes it fast, accurate, and stress-free.

With just a few clicks, you’ll have clean, formatted documents saved right to your Smokeball matters, ready to review or send.

This isn’t just about saving time. It’s about working smarter, cutting down non-billable hours, and focusing on the parts of your practice that really matter.

Ready to simplify your workflow and boost productivity? Learn more about Briefpoint today!

Why Use Legal Software?

Before we get into the top legal software programs of 2025, let’s find out why you should be using them in the first place.

Here are some of the most important advantages of using legal software:

It Saves You Time

Legal work involves tasks that can take up your day, such as drafting documents, scheduling meetings, and handling invoices. Doing these manually is a time drain and a huge hurdle to ideal time management.

Legal software automates these routine jobs and lets you breeze through them quickly. As a result, you’ll have the bandwidth to concentrate on high-leverage activities, like forging strong client connections and developing sound case strategies that deliver results.

It Helps You Avoid Mistakes

In law, accuracy isn’t just important—it’s everything. A tiny error can lead to big headaches down the road, and when you’re doing things manually, there’s always a risk of something slipping through the cracks.

With legal software handling the heavy lifting, you can breathe easy, knowing your documents are accurate and consistent. No more pouring over templates for hours on end and worrying about missed details or typos that could cause problems later on.

It Upgrades Your Efficiency

Running a law firm means juggling many things like cases, clients, documents, billing, you name it. Legal software acts like a central hub where you can manage everything in one place.

This not only organizes your workflow but also makes it easier for your team to collaborate and stay on the same page. When everything’s organized and easily accessible, you can work faster and more efficiently, which is good news for your firm and your clients.

It Improves Client Service

Clients expect quick responses, clear communication, and timely case updates. Thanks to law firm software, you can confidently meet these expectations. 

With tools for client management, automated reminders, and easy access to case information, you can stay on top of client needs and provide a level of service that keeps them satisfied and coming back for more. 

Plus, it helps you maintain a professional image, which is always a bonus.

It Increases Law Firm Profitability

At the end of the day, one of the biggest benefits of legal software is how it can maximize your firm’s bottom line.

By saving time, reducing errors, and improving efficiency, legal software allows you to focus more on billable work and less on administrative tasks. This means more productive hours, better client retention, and, ultimately, increased profitability for your firm.

When you can handle more clients or cases without expanding your team, your revenue per lawyer goes up while your costs stay the same or even decrease.

21 Best Legal Software Programs by Category

When it comes to running a law office, having the right software can make all the difference. But with so many options out there, it can be tough to know where to start. To help you out, we’ve broken down the top legal software programs by category.

Whether you need to automate documents, manage cases, or streamline your billing, there’s something here that’ll fit the bill.

Legal Document Automation Software

Legal document automation software is a real lifesaver if you’re buried under a mountain of paperwork. No more starting from scratch!

These document assembly tools empower you to generate intricate legal documents rapidly without reinventing the wheel every single time. Just plug in the details, and the software does the heavy lifting.

1. Briefpoint

Briefpoint is a platform that uses generative artificial intelligence to automate the creation of discovery documents, such as requests for production, requests for admission, and interrogatories.

Drafting these documents manually can take hours, perhaps even days or weeks, if you’re going back and forth with client responses. Briefpoint is designed to take all the hassle out of the process by using AI and machine learning to do all the routine stuff. 

Here’s how it works:

• You upload your discovery request to Briefpoint
• Briefpoint’s AI will scan the document and extract as much information as it can
• Briefpoint automatically collects your clients’ responses and objects to each request
• You download your document and apply the finishing touches in MS Word

Client responses are also much easier to handle, thanks to Briefpoint Bridge. This feature lets you select the interrogatories you want your client to answer, add notes to make them easier to fill out, and then send your client a link to the portal where they can input their responses.

Once they’re done, you can edit and plug in their responses to your discovery document, and that’s it. You no longer have to suffer through the endless back-and-forth emailing just to collect client responses.

Now, with the new Propound Discovery feature, you can upload a complaint (in .pdf format), and Briefpoint will use the information to draft a set of interrogatories, requests for the production of documents (RFPs), and requests for admission (RFAs).

With this feature, instead of focusing solely on answers to discovery questions, you can use Briefpoint to create the discovery questions you need. Once generated, you can edit, reorder, remove, and add new questions and download the request as a file.

Book your demo today!

2. Knackly

Knackly is a standout when it comes to flexibility in document automation. If your firm deals with a variety of legal documents that need to be customized to fit specific situations, Knackly is a suitable tool.

It allows you to create tailored templates that match your exact needs, which saves you from having to start from scratch each time. Knackly’s easy-to-use interface makes it simple to input the necessary information, and the software takes care of the rest, generating accurate and professional documents in no time.

This adaptability is a game-changer for legal teams that handle non-traditional cases.

3. Smokeball

Picture this: a law firm where paperwork disappears and billable hours skyrocket. Smokeball makes this a reality by centralizing data, simplifying time tracking, and turbocharging collaboration. With Smokeball, lawyers can dominate their caseloads and savor the rewards.

What makes Smokeball stand out is how it integrates document automation with practice management features. You can easily generate documents using customizable templates, which helps make sure that everything you produce is consistent and accurate.

It also includes tools for managing cases, billing clients, and even communicating with them, all within the same platform.

Law Practice Management Software

Managing a law firm involves a lot of moving parts, like cases, clients, schedules, and billing. This is precisely why you need legal practice management software or project management software.

The more time you spend on administrative tasks, the less time you have for your clients. These tools flip that script, giving you the freedom to prioritize high-touch service and forge meaningful connections with your clients. Here’s a look at three of the best options out there:

4. Clio

Law firms of all shapes and sizes consistently choose Clio. Its extensive set of tools makes it possible to run a law practice smoothly, giving lawyers the power to handle anything that comes their way.

With Clio, you can manage cases, track billable hours, send invoices, and communicate with clients, all from one intuitive platform. What sets this system apart is its ability to adapt to your firm’s requirements.

Plus, whether you’re a solo practitioner or part of a larger team, Clio scales to meet your requirements.

5. PracticePanther

PracticePanther is another strong contender in the world of law practice management software. It’s designed to be user-friendly, which makes it easy to get up and running quickly. It handles everything from case management and billing to client communication and document storage.

It’s especially appealing for smaller firms that need advanced features without the steep learning curve. Plus, with its mobile app, you can manage your practice on the go, which helps make sure you’re always connected to your work, even when you’re out of the office.

6. MyCase

MyCase is a solid option for firms looking for an all-in-one solution. It offers a balanced mix of features that cover case management, billing, document storage, and client communication.

MyCase is mainly known for its user-friendly design and strong customer support, making it a favorite among solo practitioners and small firms.

Legal Research

Legal research is a cornerstone of any lawyer’s work, but it doesn’t have to be a slog. With the right software, you can speed up the process, find what you need with ease, and see to it that your arguments are backed by solid precedents.

You’re in luck–we’ve got two effective solutions to share with you.

7. FindLaw

FindLaw has been a trusted resource for anyone practicing law. It offers a vast database of legal information that’s easy to access. Whether you’re digging into case law or statutes or just need the latest legal news, FindLaw can be a useful tool.

Solo legal professionals and small firms get reliable info that won’t break the bank. You’ll appreciate how quickly you can tap into the platform’s resources and get back to making headway on your cases.

8. Casetext

Casetext takes legal research up a notch by incorporating AI to make your work even more efficient. With their CARA AI technology, you can upload briefs or motions, and the software will find relevant cases and statutes you might have missed. 

It’s like having a second set of eyes on your research that makes sure you don’t overlook anything important.

With Casetext, attorneys can say goodbye to fruitless searching and welcome swift, accurate answers—it’s the secret to getting the best possible results in the least amount of time.

Contract Management Software

Managing contracts is vital for any law firm, but it can often feel overwhelming. What if you could take the strain out of contract management? By leveraging the right software, you can craft, revise, sign, and store your contracts with ease, sans the headache. 

Let’s examine two top tools that can help you manage contracts more efficiently and with less hassle.

9. Ironclad

Dealing with an avalanche of contracts is no longer a burden, thanks to Ironclad’s dynamic management system. This system rallies and shapes the contracts into a sensible order, unlocking the full potential of firms handling massive volumes. 

It’s not just about storing documents—Ironclad automates the entire contract process, from creation to execution.

With contract drafting made effortless, you’ll speed through templates that adapt to your needs in no time. Once your contract is ready, Ironclad makes it easy to manage the review and approval stages, keeping everything organized and ensuring nothing falls through the cracks.

10. PandaDoc

PandaDoc is another great option for contract management, especially if you’re looking for something that’s easy to use and integrates well with other tools you might already have.

With PandaDoc, you can breeze through the contract process, crafting and fine-tuning agreements in no time, then sending them off for signatures with a mere few clicks.

One of the standout features is how well PandaDoc integrates with other software, like CRM or billing tools, making it a versatile addition to your practice. It’s a good solution for firms that want to simplify their contract workflows without a steep learning curve.

Legal Billing Software

Time tracking and billing are another tedious yet critical aspect of running a legal practice. You want every billable second to count, but without the right tool, things like time tracking, invoicing, and billing can easily add to your already piling to-do list.

Use one of these top three billing and accounting software instead:

11. LawPay

If you’re a law firm struggling with billing and payment processing, LawPay is likely your best bet. Its design is tailored to the legal profession, and it shows in the results. It’s fully compliant with legal ethics requirements, so you can trust that client funds are handled correctly. 

With LawPay, you can easily send invoices, collect payments online, and monitor your billing, all in one convenient, protected space.

12. FreshBooks

Small businesses and solo operators love FreshBooks, a straightforward billing and invoicing tool that lets them focus on what they do best. Imagine creating invoices, tracking time, and staying organized with expenses—all in one seamless workflow. That’s exactly what this powerful tool offers.

With FreshBooks, clients get a portal where they can review invoices and pay online with no hassle. While its design doesn’t specifically cater to law firms, this billing software’s flexibility and simplicity have won fans.

13. LeanLaw

LeanLaw is billing software built for law firms, especially those using QuickBooks. It integrates seamlessly with QuickBooks Online, so it’s easy to track time, generate invoices, and manage finances all in one place.

LeanLaw is designed to simplify the billing process and ensure that every billable minute is accounted for. It’s a great option for firms that want to streamline their billing while maintaining a clear overview of their financials.

Client Relationship Management Software

Building and maintaining strong client relationships is key to a successful law firm, and that’s where client relationship management (CRM) software comes in.

These tools help you keep track of client interactions, automate follow-ups, and make sure no potential client slips through the cracks. We’ve found one option specifically made for law firms:

14. Lawmatics

Lawmatics is a CRM designed specifically for law firms. Typically, CRM tools are a one-size-fits-all affair, but this one understands that law firms have unique demographics, hurdles, and priorities—and it rises to meet those challenges head-on.

Lawmatics helps you manage every stage of your client relationships, from the first contact to ongoing case management. One of the things that makes Lawmatics stand out is its automation of follow-ups, so you never lose track of a potential client.

From a single glance, you can see exactly where every lead and referral stands, making it simplicity itself to pinpoint opportunities and fine-tune your strategy. With this intuitive tool, you’ll find itinerant and frustrated clients transforming into happy loyalists in no time.

Document Management Software

Document management can be a real pain for law firms because they deal with a massive amount of sensitive documents that need to be securely stored, organized, and easily accessible.

Carefully handle confidential information, follow legal guidelines, and manage different versions of your work—it’s a tall order, especially without the right support.

So, here are two great tools with document management functionality:

15. OneDrive

Whether you’re working on a project with teammates or just need to grab a file on the go, OneDrive makes it easy to stash and share your stuff.

Keeping your documents safe and sound is a top priority, and that’s exactly what OneDrive from Microsoft offers–a rock-solid storage option that puts your mind at ease. What’s nice about OneDrive is that you can access your files from anywhere, whether you’re in the office, at home, or on the go.   

It integrates seamlessly with Microsoft Office, so editing documents right in OneDrive is a breeze. 

Plus, with Microsoft’s robust security features, you can rest easy knowing that your client information is safe. If your firm already uses Microsoft products, OneDrive is a no-brainer for managing your documents.

16. Dropbox

Dropbox is user-friendly, and it makes storing and sharing documents with your team or clients a snap. It also has a handy version history feature, so if you ever need to roll back to a previous version of a document, you can do it without any hassle.

Thanks to its compatibility with other tools, you can easily slot it into your current workflow and get back to being productive.

17. NetDocuments

Law firms and legal teams can now conquer document chaos with NetDocuments, a highly effective cloud-based management system designed specifically with their pain points in mind. 

This tool combines three must-haves: bulletproof storage, version control, and effortless access from your laptop, phone, or tablet.

Task Management Tools

Keeping track of tasks and deadlines is crucial in a law firm, where missing a due date can have serious consequences. Using task management software means no more stressing about forgotten deadlines or overlooked tasks.

Want to breathe a little easier? Try one of these workload management solutions that have been battle-tested by firms just like yours.

18. Asana

Law firms, regardless of size, will find a reliable partner in Asana. This powerhouse lets you consolidate task creation, assignment, and tracking into one sleek, efficient package. A quick scan of the interface reveals exactly what you need to do and when, with no puzzle-solving required.

You can break down larger projects into smaller, more manageable tasks, set priorities, and even integrate with other tools your firm might be using.

19. ClickUp

With ClickUp, you get a dynamic system that painlessly switches between simple task management and large-scale project planning. The best part? You can fit the tool to your style, whether that means turning tasks into lists, organizing projects on boards, or planning your day around calendars.

ClickUp also offers time tracking, document management, and collaboration features, making it a comprehensive solution for law firms. If your team needs flexibility and a variety of features, ClickUp is a great option to keep everything running smoothly.

20. Trello

Trello is known for its simplicity and ease of use. With tasks displayed on a visual board, you can shift your attention between what needs doing, what’s due soon, and what’s been wrapped up.

For teams seeking simplicity, the drag-and-drop interface is the answer. With its straightforward design, you can effortlessly arrange tasks and concentrate on achieving your goals.

21. Notion

Notion is more than just a task manager. It’s a flexible tool that combines task management with note-taking, document storage, and collaboration.

It’s perfect for law firms that need a central hub for all their information. Taking charge of your projects has never been easier: simply craft workflows that mirror your firm’s specific needs, prioritize tasks, and watch your productivity soar.

Why Modern Law Firms Choose Briefpoint

Running a law firm comes with its fair share of challenges, but the right software can make all the difference.

Whether you’re looking to streamline document creation, manage your practice more efficiently, or keep better track of your billable hours, these tools are designed to help you work smarter, not harder.

If you’re ready to save time and cut costs, it’s time to give Briefpoint a try. This tool can transform the way you handle discovery, making the process faster and easier than ever.

Why not see the benefits for yourself? Schedule a demo today and find out how much your firm can save with Briefpoint.