7 Types of Paralegal Software (Use Cases and Examples)

Types of Legal Software for Paralegals

Managing a paralegal’s workload can get overwhelming, but the right software can really lighten the load.

With the right tools, you can simplify your tasks, stay organized, and make your workday run more smoothly. Let’s explore some essential legal software options that can help you do just that.

1. Practice Management Software

Legal practice management software is your go-to tool for keeping all law firm affairs in order. It helps you manage the big picture and handle the following tasks all in one place:

• Billing
• Scheduling
• Client management
• Time tracking
• Client communication
• Reporting and analytics

For example, Clio and MyCase are popular practice management tools that help law firms stay organized.

You can track case progress, communicate with clients, manage payments, and so much more, all from a single dashboard.

2. Case Management Software

If practice management software covers everything, case management software zooms in on the details of each case.

This software is specifically designed to track the ins and outs of individual cases—think of client records, important deadlines, and specific case files.

Tools like CaseFox and Rocket Matter are great examples. These platforms not only help you manage case-related documents and timelines but also integrate with calendars and billing systems to make your workflow more seamless.

3. Document Automation Tools

Drafting legal documents over and over can be tedious. Document automation tools allow you to create templates for frequently used documents like contracts or pleadings.

Instead of typing everything out or copy-pasting from a reference document each time, you fill in case-specific information, and the software does the rest.

One such tool is Briefpoint, an AI-powered discovery document automation software that speeds up the creation of discovery documents, such as requests for production, requests for admission, interrogatories, and more.

When you upload a discovery request, for example, Briefpoint’s artificial intelligence and machine learning will extract as much information as it can from the document.

Within minutes, you’ll have a document with most of the routine information filled out. At this point, you can add objections or responses to the request from Briefpoint’s built-in menu, then add finishing touches on Word.

Briefpoint also makes collecting and integrating client responses easy, thanks to Bridge. This feature lets you select the interrogatories you want to send, translate complex legal language into plain English, and then send a page where your client can input their answers.

Once your client sends in their responses, Bridge will automatically integrate them into your document. No more back-and-forth emailing.

4. Legal Research Tools

Legal research is a huge part of any paralegal’s role, and having the right tools can make it a breeze.

Legal research software like Westlaw or LexisNexis gives you access to a massive database of case law, statutes, and regulations.

Instead of manually sifting through piles of documents, you can quickly find what you need and even pull up cases that are relevant to your work. These tools make research fast, accurate, and stress-free.

5. Document Management System

Document management systems (DMS) keep everything in one secure, easy-to-access place. With tools like NetDocuments or iManage, you can store, organize, and search for any document related to a case.

Whether you’re working remotely or in the office, you’ll always have access to the right files without worrying about losing track of things.

6. Billing Software

Keeping track of billable hours is key to running a law firm smoothly (and maximizing law firm profitability). Billing software makes that process hassle-free.

Tools like Bill4Time and TimeSolv help you track every minute you spend on a case and generate invoices without breaking a sweat. However, most legal practice management software already built-in billing and invoicing features.

It’s a simple way to make sure your time is accounted for, and it helps avoid any confusion when it’s time to bill clients.

7. Calendar and Task Management Software

All legal professionals know that missing a deadline can be disastrous. Calendar and task management tools make sure you’re always on top of things.

With software like Outlook or PracticePanther, you can track deadlines, set reminders for upcoming tasks, and schedule meetings without worrying about double-booking. These tools help you stay organized so you never miss an important date.

Of course, you can use a standalone tool like Google Calendar or Notion, but most paralegals will agree that it’s better to use an all-in-one solution to keep tasks, dates, and deadlines in one platform.

The Benefits of Legal Technology for Paralegals

Legal technology has completely transformed the way paralegals get work done.

If you’ve ever felt bogged down by repetitive tasks or struggled to keep everything organized, legal tech can be a real lifesaver and an effective solution against paralegal burnout. Here’s how:

Save Time by Automating Repetitive Tasks

One of the most noticeable benefits of legal technology is the amount of time it saves.

For one, think about how much time you spend drafting the same types of documents over and over—contracts, motions, discovery responses. This process can eat up hours that could be spent on more important tasks.

With tools like document automation, you can create templates for these repetitive documents. This means no more wasting time formatting or double-checking every little detail.

Improve Accuracy and Reduce Costly Errors

Despite law’s inherently traditional culture, manual processes leave room for mistakes—whether it’s missing a deadline, misplacing a document, or entering incorrect information into a form.

In the legal industry, even small errors can have huge consequences. Legal technology helps you avoid these mistakes by automating much of the manual work and maintaining consistency across documents.

For instance, with billing software, you don’t have to worry about entering time entries manually or missing billable hours.

The system tracks your time automatically, which helps make sure you get paid for every minute you work without having to double-check each line item.

Stay Organized and Find What You Need Fast

Without the right tools, staying organized can be a nightmare. Shuffling through piles of paperwork or scrolling through endless email threads just to find one document can be incredibly frustrating—and it wastes valuable time.

This is where document management systems come in handy. These tools keep all your files in one secure, searchable location.

Maximize Productivity by Handling More in Less Time

When you have the right tools in place, you can handle more work without feeling overwhelmed. Legal tech streamlines your workflows and allows you to manage more cases or handle complex tasks more easily.

Practice management software brings everything—client info, deadlines, billing, and tasks—into one system. You won’t need to switch between multiple tools to get the job done, meaning less time wasted and more tasks completed.

For paralegals working in busy law firms, this kind of efficiency is a must. You can handle a larger caseload without feeling like you’re constantly drowning in work.

Collaborate Better with Your Legal Team

When you’re working with a legal team, keeping everyone in sync can be tough. Tasks get missed, documents don’t get shared, and deadlines sneak up on you. But with the right collaboration tools, you can keep everything on track.

For example, many case management platforms allow you to share case updates, assign tasks, and store documents in one place so everyone knows what’s happening at all times.

How Briefpoint Can Make a Difference in Your Workflows

When it comes to paralegal work, especially handling repetitive tasks like drafting discovery responses, Briefpoint can truly be the only solution you need.

Its automation capabilities take the time-consuming process of document creation and turn it into a seamless task, saving you valuable hours and reducing the chance of human error.

Briefpoint’s Bridge feature also makes gathering client responses a minor task. Instead of constant back-and-forth emails, you can send easy-to-understand forms to clients and automatically integrate their responses into your documents.

If you’re tired of spending hours drafting the same types of documents or manually gathering client responses, Briefpoint offers a smart, efficient alternative.

You can see the benefits firsthand by scheduling a demo and discovering how much easier your workflow can be with this powerful tool in your arsenal.

Streamline Document Creation and Save Thousands

Discovery responses cost firms $23,240, per year, per attorney. $23,240 estimate assumes an associate attorney salary of $150,000 (including benefits – or $83 an hour), 20 cases per year/per associate, 4 discovery sets per case, 30 questions per set, 3.5 hours spent responding to each set, and 1800 hours of billable hours per year.

Under these assumptions, you save $20,477 using Briefpoint, per year, per attorney.

Test Briefpoint yourself by scheduling a demo here.