Clio vs. MyCase: A Complete Comparison Guide
Clio vs. MyCase: A Complete Comparison Guide
Picking the right practice management software for your law firm can feel like a tough call—especially when Clio and MyCase both seem to check so many boxes. They’re popular, packed with features, and designed to simplify how your firm operates.
So, how do you choose?
We’ve got you covered. In this guide, we’ll break down the key features, differences, and pricing of Clio and MyCase while showing you how Briefpoint can complement either platform. By the end, you’ll know exactly what your firm needs to run smoothly.
What Is Clio?
Clio is cloud-based legal practice management software designed to make running a law firm a whole lot easier.
It helps you handle everything from case management and document organization to tracking time and billing clients.
Whether you’re a solo lawyer or part of a larger firm, Clio is one of the best options for an all-in-one legal practice management system.
One of its biggest perks is how it connects with other tools you’re probably already using, like Google Workspace or Microsoft 365. So, if you’re looking to iron out your workflow and keep things organized, Clio might be just what your firm needs.
Despite Clio being an extremely popular tool for legal professionals seeking intuitive practice management software, it has a worthy rival: MyCase.
What Is MyCase?
MyCase is a straightforward, cloud-based legal management tool designed to help law firms handle their daily operations smoothly.
Like Clio, it’s all about making things easier—whether it’s organizing cases, tracking time, managing documents, or billing clients.
One of its key strengths is the built-in and secure client portal, where you can communicate and share documents with your clients without the hassle of extra emails.
Law firms with smaller teams love MyCase because it’s a breeze to navigate, leaving them more time to focus on more valuable work.
What Is Briefpoint?
Briefpoint is an AI-powered discovery document automation tool that lets legal professionals prepare discovery responses and request documents within minutes.
Instead of spending hours copying and pasting or manually writing these documents, Briefpoint lets you automate the whole process.
How does it work? You just have to upload your discovery request, and Briefpoint’s AI system will automatically extract as much information as it can, including routine data like case numbers, court names, parties, and more.
Then, it fills out routine data within your brief. At this point, you can add objections by clicking the interrogatories you want to include.
Briefpoint lets you download the document at any point so you can add finishing touches to Word.
Briefpoint also has Bridge, a built-in tool that gathers client input and simplifies complex legal terminology into plain English. It then shares this information with your clients and seamlessly incorporates their feedback into your working documents without back-and-forth emailing.
Test Briefpoint yourself by scheduling a demo here.
Clio vs MyCase: Feature Comparison
When it comes to comparing Clio and MyCase, it’s important to break down their key features and see how they stack up against each other.
At first glance, the two platforms seem to offer a lot of the same features, but as you dig deeper, you’ll find they have distinct approaches to case management, client intake, document organization, and the financial aspects of running a business.
Case Management
Clio offers a robust case management system designed to keep everything organized. You can track case timelines, store related documents, and even collaborate with your team.
Plus, it’s customizable, letting you adjust workflows to fit how your firm operates, and integrates with a variety of other tools, giving you a lot of flexibility.
MyCase also provides a solid case management system but leans a little more into simplicity. With a case management system that’s sturdy and reliable, the slight trade-off is a user interface that’s straightforward and easy to grasp.
You can organize cases, assign tasks, and track case progress without too much hassle even if you have limited technical expertise.
However, MyCase has a significant edge in client communication—its portal allows for easy client updates and collaboration, which makes it super convenient for keeping clients in the loop.
Client Intake and Lead Management
Clio offers customizable client intake forms that you can embed on your website to streamline the onboarding process for new clients. It automates a lot of data entry and contact management, which makes it faster and easier for both your firm and your clients.
Aside from client management, Clio also integrates lead management features. This means you can track potential clients from their initial inquiry to becoming active clients, all in one platform.
On the other hand, MyCase offers a more basic client intake feature, which covers the essentials but doesn’t offer as much customization.
It gets the job done for firms looking for a simple, straightforward intake process, but if you want more flexibility, Clio has the edge here. However, it lacks lead management features.
Document Management
Clio’s document management system is highly secure and easy to navigate. It lets you store, organize, and share documents both within your team and with clients or third parties. Better yet, the platform integrates with tools like Google Drive, Dropbox, and OneDrive, so it’s easy to keep everything in sync.
MyCase also provides document storage and sharing, but, again, with a more user-friendly interface. It may not have as many third-party integrations as Clio, but it makes up for it with simplicity. If ease of use is your priority, MyCase might be more up your alley.
Billing and Time Tracking
Clio offers a comprehensive billing system that includes time tracking, invoicing, and expense management.
You can track your time directly within the platform and then convert that into professional-looking invoices. Clio’s billing system is customizable, which gives you more control over how you bill clients and manage your firm’s finances.
MyCase also offers billing and time tracking, but it focuses on keeping things as simple as possible. Its invoicing system is easy to navigate, allowing you to create and send invoices with just a few clicks. While it might not be as customizable as Clio, it’s perfect for firms that want a quick, no-fuss solution.
Payment Processes
Clio makes it easy for clients to pay with Clio Payments, a built-in feature that allows for secure online payments via credit card or bank transfer. You can set up automated reminders, which helps make sure you get paid faster. Plus, Clio’s payment processing integrates seamlessly with its billing system.
MyCase has built-in payment processing, integrating with LawPay to handle online payments. It supports credit card payments and allows for partial payments, which can be useful for clients who prefer to pay in installments. MyCase also provides automatic payment reminders, so it’s easier to stay on top of billing.
Clio vs. MyCase: Key Differences
As you can see, Clio and MyCase have plenty in common, but their differences can help you figure out which one is the better fit for your law firm.
Target Market
Clio is designed to cater to a wide range of law firms, from solo practitioners to larger multi-lawyer firms. Its broad feature set and extensive integrations make it especially appealing to firms that handle complex cases or need automated workflows and more advanced tools to manage a larger volume of work.
Because of its flexibility, Clio tends to attract firms that are willing to spend time learning the ins and outs of a more customizable platform.
MyCase, on the other hand, is primarily aimed at small to mid-sized law firms that value simplicity and ease of use. It’s particularly popular among firms that want to get up and running quickly without a steep learning curve.
Additionally, MyCase’s focus on client communication and straightforward design makes it a favorite for firms that don’t need a lot of customization but still want a solid, dependable tool for managing cases and expense tracking.
Key Features
What is each platform known for? One of Clio’s standout features is its deep integration capabilities. With over 200 third-party app integrations, Clio is great for firms that need a highly customizable and flexible system. Whether you want to integrate with email tools, accounting software, or case research tools, Clio likely has an option for it.
While MyCase may not offer the same breadth of integrations as Clio, it makes up for it with its client portal, which is incredibly easy to use. The portal allows clients to view case updates, share documents, and communicate directly with their attorneys, all in one place.
This focus on simplifying client communication is one of MyCase’s strongest selling points, particularly for firms that want to improve how they interact with clients without needing to fiddle with a bunch of settings.
Ease of Use
Clio offers a lot of functionality, but that comes with a bit of a learning curve. It’s not overly complex, but if you want to take full advantage of everything Clio has to offer, you’ll likely need some time to get familiar with its features.
MyCase is known for its ease of use. It’s designed to be intuitive, and most users can get started quickly with minimal training.
So, if you’re looking for a system that won’t take much time to learn and doesn’t require a ton of customization, MyCase might be the better choice. Its intuitive interface makes it ideal for firms that want to focus on getting work done without getting bogged down in tech.
Pricing Structure
Clio offers four main pricing plans—EasyStart, Essentials, Advanced, and Complete—allowing firms to choose the level of functionality they need. While Clio tends to be on the pricier side (starting at $49 per user per month), especially for the more feature-rich plans like Clio Manage and Clio Grow, you’re paying for access to a wide array of tools and integrations.
Clio’s pricing is flexible enough that solo practitioners can get a good deal, while larger firms can scale up for more advanced needs.
MyCase offers three pricing plans—Basic, Pro, and Advanced—with the starting point also being $49 per user per month. As expected, the first tier offers basic functionalities, while the more expensive ones add new features useful for firm and desktop document management.
Which One Is Better for Your Law Firm?
The choice between Clio and MyCase really depends on your firm’s specific needs. Both platforms offer excellent features but cater to slightly different types of law firms.
If your firm needs a more feature-rich system with greater flexibility and customization, Clio might be the better fit. However, if you’re looking for something more straightforward and easy to use, with a focus on client communication, MyCase could be just what you need.
To help make your decision easier, here’s a quick comparison:
Feature | Clio | MyCase |
Case management | Robust and customizable with integrations | Simple and user-friendly |
Client communications | Basic client-sharing tools | Secure client portal for easy collaboration |
Client intake | Customizable forms with lead management | Basic forms, no lead management |
Document management | Advanced with third-party integrations | Easy to use but fewer integrations |
Billing and payments | Customizable with Clio Payments | Simple with LawPay integration |
How Does Briefpoint Fit Into the Mix?
While Clio and MyCase handle the essentials of practice management, Briefpoint adds a layer of efficiency that neither platform offers: discovery document automation.
If you’ve ever spent hours drafting requests for admission, production, or interrogatories, you know how tedious it can be. That’s where you can insert Briefpoint—it automates the whole process, cutting the time down to just minutes.
Here’s how it works:
- Smart data extraction: Just upload your discovery request, and Briefpoint’s AI pulls in routine details like case numbers, court names, and parties automatically.
- Quick objections: Need to add objections? No problem. Just click the ones you want, and they’re instantly added.
- Client-friendly collaboration: With Briefpoint Bridge, you can simplify legal language for your clients and collect their input directly—no more endless email chains.
This tool isn’t just about saving time—it’s also about reducing errors and improving overall accuracy. Whether your firm uses Clio or MyCase, Briefpoint integrates seamlessly to complement your practice management software with a simpler discovery process.
Book your discovery call today!
Save Even More With Discovery Automation
Discovery responses cost firms $23,240, per year, per attorney. $23,240 estimate assumes an associate attorney salary of $150,000 (including benefits – or $83 an hour), 20 cases per year/per associate, 4 discovery sets per case, 30 questions per set, 3.5 hours spent responding to each set, and 1800 hours of billable hours per year.
Under these assumptions, you save $20,477 using Briefpoint, per year, per attorney.
Test Briefpoint yourself by scheduling a demo here.
FAQs About Clio vs MyCase
Which is easier to use, Clio or MyCase?
MyCase is generally easier to use with a more straightforward interface, while Clio offers more features but may take longer to learn.
Can both platforms handle client intake?
Yes, but Clio offers more customizable intake forms and lead management, while MyCase provides a simpler intake process.
Which is better for small law firms?
MyCase is typically better for small firms due to its simplicity and ease of use.
Does Clio or MyCase have better document management?
Clio offers more advanced document management with automation and integrations, while MyCase focuses on basic storage and ease of use.
How do their pricing models differ?
Clio has flexible, tiered pricing based on features, while MyCase offers a single, flat-rate plan.
The information provided on this website does not, and is not intended to, constitute legal advice; instead, all information, content, and materials available on this site are for general informational purposes only. Information on this website may not constitute the most up-to-date legal or other information. This website contains links to other third-party websites. Such links are only for the convenience of the reader, user or browser. Readers of this website should contact their attorney to obtain advice with respect to any particular legal matter. No reader, user, or browser of this site should act or refrain from acting on the basis of information on this site without first seeking legal advice from counsel in the relevant jurisdiction. Only your individual attorney can provide assurances that the information contained herein – and your interpretation of it – is applicable or appropriate to your particular situation. Use of, and access to, this website or any of the links or resources contained within the site do not create an attorney-client relationship between the reader, user, or browser and website authors, contributors, contributing law firms, or committee members and their respective employers.
AI Litigation: How to Use New Tech to Upgrade Old Workflows
AI Litigation: How to Use New Tech to Upgrade Old Workflows
Artificial intelligence is making waves in just about every industry, and the legal field is no different. While nothing will replace the expertise of skilled legal professionals, AI is quickly becoming a valuable tool for law firms, helping streamline tasks, improve efficiency, and even shape case strategies.
It’s not just about how lawyers work—AI is also influencing the cases they’re handling. For example, disputes over AI models like ChatGPT using copyrighted content are becoming more frequent, raising big questions about the legal implications of this technology.
In this article, we’ll take a closer look at AI’s role in litigation, from the advantages it offers law firms to the challenges and legal complexities it brings. With AI becoming more sophisticated by the day, staying on top of these developments is essential for legal professionals.
So, what do you need to know about AI in the legal world?
The Impact of Artificial Intelligence on Litigation
Artificial intelligence is reshaping litigation by streamlining research, automating discovery, and improving access to justice. While these advancements drive efficiency and innovation, they also bring challenges like adapting to evolving tools and rising client demands.
Let’s explore AI’s biggest impacts on modern legal practice.
Optimizing Research
Any lawyer practicing during the pre-computer era can tell you just how long it took to research. Without digital repositories, the labor of manual research “slowed” all litigation.
“Slowed” is in quotes because that prior pace is only “slow” in retrospect. Given clients’ expectations of the time, litigation’s relatively leisurely pace was of no consequence.
Fast forward to emails—purported bastions of time savings—whose efficiency gains were quickly eclipsed by client expectations, causing a new world of immediate demands and, consequently, fast-paced litigation practices.
So too have the efficiency gains made by digital research repositories been met with heightened client expectations. Memos once expected next week are now scheduled within the next hour.
With increasingly capable AI research tools, collecting and filtering research is nearly instantaneous. Will these tools save attorneys’ time? Certainly, but that time may soon be weighted by increased client expectations.
Saving Time
AI litigation tools help law firms save significant time by automating the discovery response process.
Generative AI tools such as Briefpoint make it much faster to construct the vital documents that law firms need to handle discovery efficiently. According to insights, tools such as Briefpoint can reduce the time spent on these documents by as much as 87%.
These types of AI tools don’t just help to save time. They help uphold the standardization of a law firm’s work product so that firms can trust that every document they generate with Briefpoint meets their high-quality expectations.
Generative AI models essentially take care of the time-consuming aspects of document creation. However, law firms can still add their objections and responses, which make sure that they’re still quality documents based on their firm’s gold standards.
Reducing Barriers to Legal Assistance
Artificial intelligence software makes it easier for people who may historically not have had access to legal support to get the help they need. Many instances occur where people are unable to pursue legal avenues because of a lack of capital or know-how.
AI software has allowed people from these groups to begin pursuing legal damages with a few clicks of a button. For instance, there are tools that instantly generate a personalized lawsuit against robocall companies.
This aspect of AI litigation is still in development, but it’s expected to grow significantly in the coming years. While broadly positive, the downside could be that courts are overwhelmed by quickly generated lawsuits even when the grounds for the lawsuit are relatively thin.
Skill Development for Legal Professionals
AI litigation tools are just beginning to infiltrate the legal system, but they’ll be widespread in the coming years.
To make the most of these advanced tools, lawyers and law firm workers will need to upskill to learn how to leverage the impact of the software that’s available. As with all industries, AI isn’t designed to take over from law professionals; it’s there to supplement them.
Legal professionals will need to learn how to select the right tool for the job, use the tools effectively, and generally stay up to date with new developments to stay ahead of the curve and make sure they’re getting the most from these powerful tools.
Better Decision Making
Though the technology to help lawyers enhance their decision-making processes is still in its infancy, it’s anticipated to become more advanced and widely available in the coming years.
Lawyers will be able to use these tools to gain valuable insights into a case’s predicted outcome, analyze similar cases from the past, and attain a deeper understanding of the broader context of their case. This will help law firms plan their strategy more effectively and make better, more informed decisions.
Customer Service
Customer service is paramount in all industries, especially in the legal field, where customers have a more significant emotional stake than in other sectors.
AI-powered chatbots can make it easier for law firms to manage customer requests and questions, often resolving the issue without human intervention.
Even if a human response is required, the information gathered by an AI chatbot can help reduce the amount of time the professional spends crafting a response since it will already have gathered the necessary information.
How to Integrate AI Into Your Legal Practice
Integrating artificial intelligence into your legal practice can transform how litigation lawyers manage their workload. From automating repetitive tasks to improving decision-making, AI offers tools that save time and improve efficiency.
However, successful adoption requires a strategic approach to make sure the technology complements your practice while maintaining ethical and professional standards. So, we’ve created a guide to help you seamlessly incorporate AI into your litigation processes.
Assess Your Needs and Goals
Before diving into AI tools, take a step back and think about where they can truly help in your practice.
What tasks eat up the most time? Is it sifting through case law, drafting endless documents, or managing the overwhelming discovery process? These repetitive, time-intensive activities are prime candidates for AI to lighten the load.
Next, get clear on what you want to achieve. Do you need faster turnaround times for your clients? Or maybe you’re looking for tools that improve document consistency and accuracy? Defining these goals will make it easier to choose the right solutions that fit your practice.
Taking the time to assess your needs and set objectives makes sure the tools you adopt actually solve the challenges you face and make your workflow smoother.
Research AI Tools for Litigation
With so many AI tools available, it’s essential to focus on platforms specifically designed for litigation.
Start by exploring tools that handle common legal tasks:
- Legal research
- Document drafting
- Discovery management
These can significantly reduce the time spent on routine work while maintaining accuracy.
Consider platforms tailored to litigation needs. For example, Briefpoint is a powerful tool for automating discovery responses, saving time while improving consistency. Other AI tools offer features like case outcome analysis that can help you evaluate potential strategies based on similar cases.
When researching tools, prioritize user-friendly platforms that integrate well with your existing systems. Check reviews, request demos, and compare features to make sure you’re choosing solutions that align with your practice’s unique requirements.
Choose the Right Tools
Picking the right AI tools is a game-changer for your litigation practice, but it takes some thoughtful consideration.
You’ll want to make sure the tools you choose don’t just tick the basics—they should genuinely fit your needs and help you work smarter. Start by checking how well a tool aligns with your practice’s daily tasks. Does it handle research, drafting, or case analysis with ease?
It’s also important to think about the bigger picture. Can the tool grow with your practice? Scalability is key if you want it to stay useful as your workload increases.
And let’s not overlook security—your clients trust you with sensitive information, so the platform you use needs to have top-notch data protection features.
Here’s a quick checklist to guide your decision:
- Features: Does it address your pain points and help with critical litigation tasks?
- Ease of use: Will your team find it intuitive without needing hours of training?
- Cost: Is it reasonably priced, and does the value justify the investment?
- Compatibility: Will it integrate smoothly with your current systems?
- Scalability: Can it handle growth as your practice expands?
- Security: Does it safeguard client data with strong protections?
Remember: Taking the time to evaluate these aspects ensures you’ll invest in a tool that delivers real results.
Train Your Team
Getting the most out of AI tools starts with making sure your team knows how to use them effectively.
Begin with training sessions for both attorneys and support staff, focusing on how these tools can make their day-to-day tasks easier. Show them practical examples, like how to generate responses quickly, analyze case law efficiently, or manage discovery on a large scale.
The goal is to make everyone comfortable with the tools, so encourage questions and keep the training hands-on. Real-world examples can go a long way in helping your team see how these tools fit into their workflows.
Since AI is constantly evolving, it’s also important to keep the learning going. Offer regular updates or refresher sessions to cover new features and advancements. This way, your team stays ahead of the curve and is fully equipped to leverage AI in their work.
Start with a Pilot Project
When introducing AI into your practice, it’s smart to start small. A pilot project lets you test the waters, see how the tool fits into your workflows, and work out any hiccups before going all in. Here’s how to make it work:
- Pick a specific task or case: Focus on something manageable, like drafting discovery documents or handling legal research.
- Watch how it performs: Keep an eye on time saved, accuracy, and how well it integrates into your process.
- Spot any roadblocks: Identify any areas where the tool might not be meeting expectations or slowing things down.
- Get team feedback: Ask your team how it’s going—what’s working, what’s not, and what could be better.
- Tweak your workflows: Use what you’ve learned to make adjustments and fix any issues before rolling it out further.
Starting small gives you the chance to refine your approach and make sure AI becomes a helpful addition to your practice, not a disruption.
Integrate AI into Workflows
Once you’ve tested your AI tools and feel confident in what they can do, it’s time to make them part of your daily routine.
Let’s say you’re swamped with document reviews for a big case. Instead of manually combing through everything, an AI tool can handle the initial review, flagging key clauses, inconsistencies, or missing information. This saves hours of tedious work and lets you focus on the bigger picture—like shaping your case strategy.
The key is to ensure the AI doesn’t disrupt how your team already works. Instead, it should slide into your existing workflows seamlessly.
For example, if you’re using AI for discovery, you might automate the initial responses but still have attorneys review the final documents to make sure everything meets your firm’s standards.
Clear communication with your team is also essential. Make sure everyone knows what the AI is handling and where human input is still crucial. Regular check-ins can help you spot areas where the process might need tweaking.
Monitor Performance and Outcomes
To make sure your AI tools are delivering real value, it’s important to keep track of their performance. Focus on key areas that show their impact on your practice. Here are some metrics to monitor:
- Time saved
- Client satisfaction
- Error reduction
- Cost efficiency
- Adoption rates
- Workflow improvements
These metrics help you understand how well the tools are working. For example, are you completing tasks faster? Are clients happier with the results? Is the team using the tools effectively, and have your workflows become more efficient?
Prioritize Ethical and Legal Compliance
Incorporating AI technology into litigation comes with responsibilities that can’t be overlooked.
As AI lawsuits around privacy violations and copyright infringement become more common, it’s vital to make sure the tools you use adhere to legal regulations governing data security, privacy, and AI usage in litigation.
This includes, but is not limited to, the following:
- California Consumer Privacy Act (CCPA)
- General Data Protection Regulation (GDPR) for clients in the European Union
- Health Insurance Portability and Accountability Act (HIPAA) for handling sensitive medical information
Taking this step not only protects your practice but also safeguards your clients’ trust.
Set up a system for thoroughly reviewing AI-generated outputs, especially for tasks like generative AI litigation document creation. Attorneys should verify the accuracy of AI outputs and make sure they align with ethical standards.
This includes double-checking for potential copyright infringement or unintentional misuse of sensitive information.
Are Humans Still Superior?
It’s important to note that while AI tools are getting a lot of attention and are becoming increasingly popular, they won’t replace trained professionals anytime soon. While popular, they cannot account for all the various factors contributing to making a valuable, informed decision.
That only comes with experience and expertise. So, while they will certainly have a place in the legal field, the skilled professionals at the heart of the legal industry will still play the biggest role.
It’s also unclear whether AI will impact the roles of less-skilled jobs within the legal sector, such as legal assistants.
New Case Areas
So far, we’ve talked about how litigators and law firms may use AI software tools to enhance their operations. However, there’s another side to AI litigation, too—the law cases lodged because of AI.
This is a growing area of the law industry that is largely without precedent. We’re already seeing some high-profile cases, including artists claiming that AI companies are stealing their work or celebrities claiming that they’re using their likeness.
For example, let’s consider the lawsuit against OpenAI filed in the Northern District of California this year by authors Michael Chabon and Sarah Silverman.
The plaintiffs submitted a complaint alleging the company utilized their copyrighted material without authorization to train AI models. The central debate is whether using copyrighted texts for AI training falls under “fair use” considering the Digital Millennium Copyright Act (DMCA).
OpenAI argues that it transforms publicly available content to create new, original outputs, while the authors contend this practice devalues their intellectual property.
This case could set a precedent for how AI companies use copyrighted material, possibly leading to stricter licensing, compensation for creators for copyright infringement claims, or limits on data scraping practices.
Legal Aspects AI May Influence
The cases involving artificial intelligence we’ve outlined above are just the beginning of what could be a tsunami of AI-connected lawsuits and legal matters. Some legal frameworks that AI tools may influence include:
Privacy Matters
Privacy is a hot topic, but some AI tools and machine learning models, by nature, rely on individuals’ information to function correctly. Those types of tools may face legal scrutiny and lawsuits if they don’t integrate data protection into their services.
Antitrust
The race to dominate the AI field may lead to antitrust investigations, especially if one company seems to be edging toward a monopoly.
Concerns over unfair competition may arise, with regulators closely examining whether certain practices stifle innovation or limit market access for smaller players. This could result in legal challenges aimed at maintaining a competitive and fair marketplace.
Liability
Incidents caused by AI tools, like self-driving cars, could result in legal disputes about who is liable. Courts may grant a preliminary injunction to suspend the use of specific AI applications until safety or liability concerns are resolved.
Discrimination
AI systems rely heavily on their training data, and if that data contains biases, it can lead to unintended discriminatory outcomes. In fields like criminal justice or employment, biased algorithms could unfairly target certain groups, opening the door to discrimination lawsuits.
Laws like the Fair Housing Act, which protects against discrimination in housing, also come into play. For example, if generative AI technology used for tenant screening or mortgage approvals disproportionately excludes protected groups because of flawed training data, it could violate these regulations.
These risks highlight the need for careful audits of training data and fairness checks to ensure compliance with anti-discrimination laws. As generative AI becomes more common, addressing these issues upfront is critical to avoiding legal challenges and maintaining ethical standards.
It’s Time to Adopt AI Into Your Litigation Workflows
The legal field is evolving, and artificial intelligence is becoming an integral part of that transformation. Whether it’s automating routine processes or speeding up research, AI isn’t about replacing lawyers—it’s about making your work more efficient and precise.
For litigation professionals, the right AI tools can mean less time spent on tedious tasks and more time focused on strategy and client outcomes. Tools like Briefpoint are designed with this in mind, offering powerful solutions for discovery and document creation without compromising on quality or accuracy.
If you’re ready to modernize your practice and take advantage of AI’s potential, start with Briefpoint. It’s built to support the demands of litigation while helping you work smarter, not harder.
Book your discovery call today!
Reduce Litigation Costs By Automating Your Discovery Document Process
Discovery responses cost firms $23,240 per year per attorney. The $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 1,800 hours of billable hours per year.
Under these assumptions, using Briefpoint saves you $19,465 per year per attorney.
Test Briefpoint yourself by scheduling a demo here.
FAQs About AI Litigation
How can generative AI litigation help law firms?
Artificial intelligence can assist law firms by streamlining the research and document discovery process. With more tools constantly being developed, lawyers can expect to utilize more tools in the future that help them save time and work more efficiently.
How does AI prompt litigation?
AI litigation is on the rise, mainly because it’s a new aspect of law without any historical precedence. Cases can relate to privacy, using the likeness of an individual without their consent, and discrimination (in the case of AI tools used during the employment process).
What AI tools are currently available in the legal industry?
There are many AI tools currently available to the legal industry. Briefpoint is a popular option that uses generative AI technology to allow law firms to automate discovery responses and requests.
What’s the biggest legal issue that generative AI developers can face?
As of right now, the biggest issue is contributory or vicarious copyright infringement, as some AI models may generate content very similar to copyrighted content, which can directly violate copyright law.
The information provided on this website does not, and is not intended to, constitute legal advice; instead, all information, content, and materials available on this site are for general informational purposes only. Information on this website may not constitute the most up-to-date legal or other information. This website contains links to other third-party websites. Such links are only for the convenience of the reader, user or browser.
Readers of this website should contact their attorney to obtain advice with respect to any particular legal matter. No reader, user, or browser of this site should act or refrain from acting on the basis of information on this site without first seeking legal advice from counsel in the relevant jurisdiction. Only your individual attorney can provide assurances that the information contained herein – and your interpretation of it – is applicable or appropriate to your particular situation. Use of, and access to, this website or any of the links or resources contained within the site do not create an attorney-client relationship between the reader, user, or browser and website authors, contributors, contributing law firms, or committee members and their respective employers.
5 Best Legal Workflow Software and How to Incorporate Them
5 Best Legal Workflow Software to Use in 2025
The work that goes on in law firms can be repetitive, time-consuming, complex, or—in the most tedious of situations—a mixture of all three. It’s a way of life, in a sense, and the “norm” that many in the legal profession learn to get used to.
Luckily, legal workflow automation software is here to change that. Law firms need to maximize every billable hour, and what’s a better way to do that than to optimize every legal workflow possible?
In this guide, we’ll explore the definitions of legal workflow automation software, the potential benefits, and the best way to incorporate these tools into your operations.
What are Legal Workflow Tools?
Legal workflow tools are specialized software applications designed to optimize and automate various tasks and processes within legal practices.
These tools aim to improve efficiency, accuracy, and consistency by managing and simplifying routine tasks, including but not limited to:
- Document creation
- Case management
- Billing
- Scheduling
- Communication
In other words, legal workflow management software streamlines processes wherever automation is possible. For the legal industry and corporate legal departments, most of the focus is on incorporating automated workflows to let legal professionals focus on value-adding tasks that tech cannot do.
What are the Types of Legal Workflow Tech Solutions?
Legal workflow automation software can be classified into many distinct types based on their function. In this article, we’ll focus on some of the most important, which include:
Document Automation
Document automation is a type of legal workflow automation software that creates or drafts legal documents, including discovery responses and requests. Without this type of tech, legal professionals would have to spend hours, if not days, drafting documents manually.
Besides speeding up the process of creating legal documents, document automation helps ensure consistency and accuracy across the board.
Task Management
In most law firms, a significant chunk of time is usually spent on organizing legal teams and delegating tasks for maximum efficiency. This might be easier for smaller law firms but not for big ones that have dozens of legal teams.
Task management involves the utilization of software solutions to organize, monitor, and assign tasks within a team. These solutions bring:
- Deadline reminders for critical filings and submissions
- Task assignment to specific team members based on their expertise
- Client communication follow-ups
- Progress tracking dashboards for a quick overview of ongoing projects
- Recurring tasks like monthly case reviews or billing reminders
- Integration with calendars to align tasks with schedules
- Status updates for team-wide visibility on task completion
Acting as a digital project manager, task management tools can help you establish efficient workflow coordination to avoid overlooking tasks or missing deadlines.
Database Management
Keeping track of all the information that flows through a law firm can be overwhelming without the right tools. With database management systems, law firms can ditch the chaos of physical files and keep everything organized in one secure digital space.
These tools make storing and finding information like case files, client details, and legal research a breeze. Instead of spending precious time digging through folders, advanced search features let you pull up what you need in seconds.
On top of that, they’re designed to keep sensitive data safe, with built-in encryption and access controls.
Collaboration gets easier too. Whether you’re in the office or working remotely, team members can share, update, and access files in real time.
Billing Management
Law firms generate profit through billable hours, which makes an efficient billing management system an absolute must.
Billing management tools automate administrative tasks such as invoicing and payment tracking processes within legal practices. These tools optimize tasks like:
- Tracking billable hours
- Generating invoices
- Monitoring outstanding payments
- Maintaining transparent financial records
Unlike some traditional billing systems, these tech tools help ensure timely payments and minimal errors.
Legal Reporting
Another useful type of legal workflow automation software is legal reporting tools, which help law firms gauge their profitability and overall health.
An ideal reporting tool should be capable of data analysis, productivity monitoring, key performance indicator (KPI) tracking, as well as tracking and analysis of important metrics like cash flow, profit and loss, cost-per-client, etc.
Law firms need this kind of legal workflow software to make sure they’re always in the black and anticipate potential financial issues down the road.
What are the Benefits of Using Legal Workflow Software?
Legal workflow software untangles complicated tasks, automates the most tedious ones, and adds solutions in areas lacking optimization. Here are the key benefits of adopting such technology:
- Upgrades efficiency: Legal workflow software automates routine tasks, such as document drafting and case management, which, in turn, allows legal professionals to concentrate on high-value activities.
- Maximizes accuracy: Workflow automation tools help reduce human error in critical processes, including document creation and billing.
- Improves client satisfaction: Faster turnaround times on cases and more consistent service delivery directly contribute to improved client satisfaction.
- Facilitates collaboration: Regardless of their physical location, team members can work together effectively, thanks to centralized platforms that allow for seamless collaboration on tasks.
- Drives data-driven decisions: With built-in analytics and reporting tools, legal workflow software aids in making informed decisions based on data analysis. It enables practices to evaluate performance, forecast trends, and make strategic plans based on accurate, data-driven insights.
Top 5 Legal Workflow Automation and Management Software
Optimizing your workflows may require a combination of different tools. Choosing the right legal practice management software can be complicated, given the dozens of potential options out there, so we’ve narrowed it down to a top-five list:
1. Briefpoint: Best for Discovery Document Drafting
Briefpoint automates the creation of discovery request and response documents, leveraging artificial intelligence (AI) to extract important information from documents and generate potential responses or objections users can choose from.
Using Briefpoint saves law firms hours of work that they would otherwise spend on manual document preparation of various legal documents, including but not limited to:
- Requests for Admission
- Requests for Production
- Interrogatories
There is also Briefpoint Bridge, a built-in feature that speeds up the process of collecting client responses. Bridge lets you select the interrogatories that need your client’s answers, translate them into easy-to-understand language, and send them to your client easily.
After your client responds, Bridge will plug those responses into the draft for you so you don’t have to waste time manually inputting each one.
Take a closer look at Briefpoint’s features by booking your demo today!
2. Clio: Best Case Management System
Clio stands out in the legal tech landscape as a comprehensive solution to manage almost every aspect of a legal practice. It provides an extensive suite of tools that cover:
- Case management
- Time tracking
- Billing and invoicing
- Document management
- Calendar and task management
Image source: G2
Plus, Clio’s cloud-based nature provides accessibility from anywhere, which adds to its appeal by supporting remote work environments and allowing easier client intake process and collaboration among team members.
3. Smokeball: Best Automation Software for Smaller Firms
Smokeball is designed to meet the needs of small to mid-sized law firms. It offers a reliable solution for automating daily operations.
Image source: G2
Smokeball can help automate repetitive tasks, such as:
- Time tracking
- Document drafting
- Email management
- Billing and invoicing
Additionally, it works with other tools commonly used by law firms, such as Microsoft Office and Quickbooks.
4. PatentPal: Best Legal Workflow Software for IP Law
PatentPal is a niche software solution developed with the unique needs of intellectual property professionals in mind. It automates and smoothens the most complicated parts of drafting and managing patents.
Image Source: Patentpal.com
PatentPal decreases the time and effort typically required in the patent application process, which makes it an invaluable asset for those specializing in IP law.
Some of its key features include:
- Automated drafting
- Customizable templates
- Error detection
- AI-powered suggestions
- Version control
5. FileStage: Best for Document Reviews
FileStage offers a unique proposition for law firms and legal departments that want to speed up their review and approval processes for legal documents and multimedia content.
Image Source: G2
This platform promotes seamless collaboration among legal teams, clients, and external stakeholders, which helps make it easier to gather feedback and approvals on various documents.
With FileStage, the following tasks become easier and more organized:
- File review and approval
- Task assignments
- Auditing
How Can You Incorporate Legal Workflow Automation in Your Law Firm?
Implementing legal workflow automation in a law firm or legal department involves a series of strategic steps designed for a smooth transition and to maximize the benefits of automation technologies.
Here’s a guide to navigating the process:
Assessment and Planning
Start by understanding the areas where automation can make a real difference. This step lays the foundation for a successful legal workflow automation strategy.
- Identify pain points: Identify the tasks and processes that are time-consuming, prone to errors, or could benefit from workflow automation.
- Set clear objectives: Determine what you want to achieve with automation (e.g., reducing turnaround time, enhancing accuracy, or improving client satisfaction).
- Evaluate legal workflow needs: Assess the specific needs of your legal practice (e.g., case management, document automation, billing, and client communication).
Research and Selection of Tools
Choosing the right tools is essential for a smooth transition. Focus on finding solutions that align with your needs and goals.
- Explore options: Research the legal workflow automation tools available in the market, focusing on those that address your identified needs and objectives.
- Consider integration capabilities: Choose tools that can seamlessly integrate with your existing systems (e.g., email, calendaring, and document storage).
- Trial and evaluation: Take advantage of free trials or demos offered by vendors to evaluate how well a tool fits your workflow and meets your needs.
Implementation Strategy
Having a clear plan for implementation can prevent disruptions in your legal workflows and give you a seamless rollout.
- Develop an implementation plan: Create a detailed plan outlining the rollout of the automation tools, including timelines, responsibilities, and training schedules.
- Ensure data migration is secure: If transitioning from manual to digital processes, see to it that the secure migration of existing data into the new system.
Customize and configure: Customize your legal workflow software to fit your firm’s specific workflow requirements and configure settings to optimize performance and usability.
Training and Support
Proper training and support are a must for team adoption and long-term success with the new tools.
- Train staff: Provide comprehensive training for all users so they understand how to use the new tools effectively.
- Establish support channels: Set up internal support channels or liaise with the software provider for external support to assist with any issues or questions that arise.
- Encourage feedback: Ask team members to provide feedback on their experiences with the automation tools, which can be used to make adjustments or improvements.
Evaluation and Optimization
Continuously monitoring and refining your approach will help make sure you maximize the benefits of automation over time.
- Monitor performance: Regularly assess the performance of the legal workflow software against your set objectives and key performance indicators (KPIs).
- Solicit user feedback: Gather ongoing feedback from users on the usability and effectiveness of the tools.
- Iterate and improve: Use insights gathered from monitoring and feedback to make continuous improvements to your legal workflow automation strategy.
Compliance and Security
Keeping your legal workflows compliant and secure is a must when introducing automation. This helps you protect client trust while adhering to necessary regulations.
- Ensure legal compliance: Verify that the tools comply with legal standards and regulations relevant to your practice area.
Prioritize data security: Choose tools that offer reliable security features to protect sensitive client and case information.
Legal Workflow Software is the Future of Efficient Legal Practice
We are way past the days of manual legal work and outdated processes that reduce your efficiency and bring down your bottom line.
In 2025, join the other legal professionals who are taking advantage of legal workflow software to improve their efficiency, quality of work, profitability, and client satisfaction all at the same time.
Ready to leverage workflow automation? Start with one of the most tedious parts of litigation: discovery.
With Briefpoint, you can automate the preparation of discovery response and request documents, saving you time and money in the process.
Schedule a demo to see how it works!
Supplement Your Law Firm Tool Stack with Briefpoint
Discovery responses cost firms $23,240, per year, per attorney. $23,240 estimate assumes an associate attorney salary of $150,000 (including benefits – or $83 an hour), 20 cases per year/per associate, 4 discovery sets per case, 30 questions per set, 3.5 hours spent responding to each set, and 1800 hours of billable hours per year.
Under these assumptions, you save $20,477 using Briefpoint, per year, per attorney.
Test Briefpoint yourself by scheduling a demo here.
FAQs about Legal Workflow Automation Software
What software do most law firms use?
Most law firms rely on tools like document management systems, billing software, and case management platforms. Briefpoint stands out for automating document drafting and simplifying legal workflows for litigators.
What is the best tool for workflow?
Briefpoint is a top choice for workflow efficiency, especially in litigation settings. Its automation capabilities help manage the most tedious part of litigation: discovery document drafting.
What program can I use to create a workflow?
Clio is a reliable option for creating and managing workflows in legal environments. It offers features like task automation, deadline tracking, and centralized case management, making it easier to stay organized and efficient.
What is legal workflow automation?
Legal workflow automation involves using software like Briefpoint to handle repetitive tasks such as document drafting, task assignment, and deadline tracking, improving accuracy and efficiency across legal teams.
The information provided on this website does not, and is not intended to, constitute legal advice; instead, all information, content, and materials available on this site are for general informational purposes only. Information on this website may not constitute the most up-to-date legal or other information.
This website contains links to other third-party websites. Such links are only for the convenience of the reader, user or browser. Readers of this website should contact their attorney to obtain advice with respect to any particular legal matter. No reader, user, or browser of this site should act or refrain from acting on the basis of information on this site without first seeking legal advice from counsel in the relevant jurisdiction. Only your individual attorney can provide assurances that the information contained herein – and your interpretation of it – is applicable or appropriate to your particular situation. Use of, and access to, this website or any of the links or resources contained within the site do not create an attorney-client relationship between the reader, user, or browser and website authors, contributors, contributing law firms, or committee members and their respective employers.
8 Ways to Optimize Your Litigation Workflow
8 Ways to Optimize Your Litigation Workflow
Deadlines are piling up, client updates are coming in nonstop, and your team is struggling to keep up with the workload. It’s a common scenario for legal professionals, where managing litigation feels more like putting out fires than following a structured process.
The reality is, inefficiencies in your workflow don’t just slow your law firm down—they add unnecessary stress and make it harder to deliver the best results for your clients. But there’s a better way.
This article offers practical strategies to optimize your litigation workflow, from identifying problem areas to adopting tools that save time and effort. From tackling bottlenecks to adopting time-saving tools, these practical tips can help you bring clarity and efficiency to your practice. Keep reading!
What Are The Biggest Litigation Bottlenecks?
Let’s start with this—before diving into solutions, it’s important to identify what’s holding your workflow back. Litigation processes are complex, and bottlenecks can creep in at various stages.
Here are the most common ones:
- Manual tasks: Filing, organizing, and tracking documents take up too much time, leaving little room for other priorities.
- Discovery delays: Searching for relevant information and drafting discovery documents often becomes a tedious, time-consuming process.
- Communication gaps: Miscommunication between team members or with clients can lead to confusion, missed deadlines, and unnecessary delays.
- Outdated methods: Relying on paper files, spreadsheets, or outdated systems slows down collaboration and makes finding information harder.
- Overburdened staff: Teams often spend too much time on administrative work, reducing focus on higher-value tasks.
These bottlenecks not only slow things down but can also increase stress and frustration within your team. Once you identify these issues, you can begin addressing them with practical tools and strategies.
Now, we’ll discuss actionable steps to help you maximize your litigation workflow and eliminate these common roadblocks for good.
How to Maximize Your Litigation Workflow
Litigation workflows can become disorganized with so many tasks to manage, but improving them is about making smarter choices to save time and reduce stress. Addressing inefficiencies allows you to focus on achieving better results for your clients.
Here are some practical steps to get you started.
1. Identify Your Worst Roadblocks
As mentioned, it’s important to figure out where your workflow gets stuck before you look for solutions. Let’s say your firm still uses paper files. Sound familiar? Every time you need something, you’re digging through endless stacks of folders and wasting time that could be spent elsewhere.
Or take the discovery phase—it’s one of the most time-consuming parts of litigation. Drafting similar documents over and over manually can eat up hours and leave room for mistakes.
Communication is another common issue. Imagine a client sends over crucial updates, but not everyone on the team gets the memo. Suddenly, deadlines are missed, and everything feels chaotic.
Then there’s the workload. Staff members are often juggling important casework with routine tasks like scheduling and data entry. For example, a paralegal might spend more time managing calendars than actually contributing to the case.
Identifying these problem areas makes it easier to take action. The next challenge is finding the best ways to resolve them.
2. Use Legal Practice Management Software
Legal practice management software simplifies your workflow by consolidating essential tasks into one platform. Instead of juggling multiple tools or relying on outdated methods, you can manage everything more efficiently and focus on more value-adding work.
These tools are designed to handle a variety of tasks, including:
- Tracking case deadlines and tasks
- Managing client communication and case files
- Automating billing and invoicing processes
- Generating reports to monitor performance
- Storing and sharing documents securely
- Handling document review
The software’s centralized approach eliminates the back-and-forth between systems to save you time and reduce errors. For example, it’s easier to keep track of deadlines with built-in calendars and task lists. Features like automated billing also make invoicing quicker and more accurate, helping you get paid faster.
Collaboration becomes seamless, too. Whether you’re sharing updates with your team or accessing files remotely, everything is organized and easily accessible. Many platforms also integrate with tools you already use, like email or cloud storage, which helps organize your workflow even further.
3. Automate Discovery Document Drafting
Drafting discovery documents is a tedious and time-intensive task for legal teams, but automation tools like Briefpoint can make the process faster and more efficient. Briefpoint makes the process faster and way less frustrating by automating much of the work for you.
Here’s how it works: You start by uploading your discovery request to Briefpoint. Its AI jumps in by scanning and pulling key details like the court name, case number, parties involved, and even the type of request. It also applies local formatting rules automatically to save you the hassle of doing it manually.
Once that’s done, the system creates a draft with the basics already filled out, including captions and routine information. From there, you can add objections or responses with just a few clicks, personalizing each request as needed. When everything looks good, you can download the document, open it in Word, and make any final tweaks before filing.
Briefpoint can handle a range of documents, including requests for production, requests for admission, and interrogatories, and it works for all U.S. state courts. It’s an efficient way to cut down on busy work and focus on the bigger picture!
4. Digitize As Much As You Can
Relying on paper files in today’s legal world is more trouble than it’s worth. Handling legal disputes, preparing for the appellate process, or filing cases in district court becomes much easier and more efficient when you digitize your workflow.
Think about it: instead of digging through piles of paperwork, you can pull up the relevant documents you need in seconds with a quick search. This can be a huge help, especially when you’re dealing with complex litigation or tight deadlines.
Plus, it makes collaborating with your team so much smoother. Everyone can access the same file, update it in real time, and avoid confusion over multiple versions.
District courts are also moving toward electronic filings, so going digital helps you stay ahead of the curve. From organizing case records to filing appeals, having everything in a centralized, digital system keeps you prepared at every stage.
5. Offer Self-Service Options
Not every question needs a direct call or email. By offering self-service options like a knowledge base or blog, you give clients easy access to information while freeing up your team’s time.
These resources can be especially useful for answering common questions about topics like alternative dispute resolution, navigating the court system, or understanding civil procedure.
A well-organized knowledge base provides quick explanations of legal processes, which helps save clients from waiting for responses. For example, they could look up how alternative dispute resolution works or what to expect during a civil procedure hearing.
Blogs, on the other hand, allow you to share insights on broader topics, like preparing for a district court appearance or tips for managing legal disputes.
These tools don’t just help clients—they position your firm as knowledgeable and proactive. They can also cut down on repetitive inquiries so your team can focus on more pressing tasks.
Once you empower clients with self-service options, you can create a better experience while keeping your workflow efficient. Whether it’s a searchable database or an informative blog, these resources can make legal information more accessible and build trust with your audience.
6. Consider Outsourcing Administrative Tasks
Administrative tasks can pile up quickly and leave your team stretched thin. Outsourcing some of these responsibilities is a smart way to free up time and focus on core work like medical malpractice cases, civil litigation, or resolving disputes.
Here are some common tasks you can outsource:
- Preparing defendant answers and other routine legal documents
- Managing data entry for civil litigation and criminal cases
- Scheduling meetings and managing calendars
- Organizing discovery files
- Handling client communication for non-urgent inquiries
For example, using a virtual assistant or legal outsourcing service can reduce workloads and improve efficiency while making sure all tasks are handled properly.
7. Invest in a Good CRM Software
Client relationship management (CRM) software is a practical tool for organizing client information, managing interactions, and tracking case details. A well-chosen CRM keeps your team efficient while improving the overall client experience.
These platforms centralize important data such as contact information, case histories, and communication logs.
With everything in one place, finding the details you need becomes much easier. Setting reminders, tracking deadlines, and monitoring case progress also become seamless as they reduce the chance of overlooked tasks.
Integrations with tools like email and document systems further untangle your workflows. Many CRM solutions also include automation features, which help with tasks like sending client updates or creating detailed progress reports.
A reliable CRM sets you up for better communication, improved task management, and smoother operations. It’s a great investment for any legal practice aiming to stay organized and deliver exceptional service to its clients.
8. Switch to Legal Research Tools
Traditional legal research methods can be slow and inefficient. Legal research tools offer a faster, more accurate way to find relevant case law, statutes, and regulations. These tools smoothen the research process and make it easier to focus on case strategy and preparation.
Modern platforms provide advanced search features that help locate information quickly. Instead of sifting through countless pages, you can search for specific terms, exact details, jurisdictions, or topics to narrow down results. These tools often include citation analysis so the cases you reference are still valid and relevant.
Legal research tools also offer access to comprehensive databases covering everything from state-specific laws to federal regulations. They’re particularly useful for complex areas like appellate cases or specialized topics, where accuracy is critical.
Shifting to digital research tools not only saves time but also improves the quality of your work. With the right platform, you’ll spend less time searching and more time building strong arguments for your clients.
Briefpoint is the First Step to Upgrading Your Litigation Workflow
Improving your litigation workflow doesn’t have to feel like a huge challenge. While this isn’t an exhaustive list, it’s a great place to start. Tackling bottlenecks, digitizing processes, and using the right tools can make a big difference in how smoothly things run.
When it comes to simplifying repetitive tasks like drafting discovery documents, Briefpoint is an excellent choice. Its AI-powered system helps you save time, reduce errors, and keep everything organized. From requests for production to interrogatories, it handles a wide range of discovery documents with ease.
If you’re looking to make your workflow more efficient, schedule a demo with Briefpoint today and see how it can support your practice.
Optimizing Your Workflow Means Reducing Litigation Costs
Discovery responses cost firms $23,240, per year, per attorney. $23,240 estimate assumes an associate attorney salary of $150,000 (including benefits – or $83 an hour), 20 cases per year/per associate, 4 discovery sets per case, 30 questions per set, 3.5 hours spent responding to each set, and 1800 hours of billable hours per year.
Under these assumptions, you save $20,477 using Briefpoint, per year, per attorney.
Test Briefpoint yourself by scheduling a demo here.
FAQs About Litigation Workflow
What are the processes of litigation?
Litigation typically involves several steps, including filing the initial complaint, discovery, pre-trial motions, trial, and post-trial activities. Each step focuses on building a case, gathering evidence, and presenting arguments in court.
What are the major phases of litigation?
The major phases of litigation include the pre-litigation phase, the discovery phase, and the trial phase. Pre-litigation involves preparing the case, discovery focuses on gathering evidence, and the trial phase involves presenting the case in court.
What are the 5 stages in a typical lawsuit?
The five stages in a lawsuit usually include pleading, discovery, pre-trial, trial, and appeal. Pleading involves filing documents to start the case; discovery gathers evidence; pre-trial involves motions and preparation; trial presents arguments, and appeals review decisions.
What are the three major phases of most litigation?
Most litigation breaks into three phases: pre-litigation, where cases are prepared and assessed; litigation, where discovery and trial occur; and post-litigation, which handles appeals and enforcement of judgments.
The information provided on this website does not, and is not intended to, constitute legal advice; instead, all information, content, and materials available on this site are for general informational purposes only. Information on this website may not constitute the most up-to-date legal or other information.
This website contains links to other third-party websites. Such links are only for the convenience of the reader, user or browser. Readers of this website should contact their attorney to obtain advice with respect to any particular legal matter. No reader, user, or browser of this site should act or refrain from acting on the basis of information on this site without first seeking legal advice from counsel in the relevant jurisdiction. Only your individual attorney can provide assurances that the information contained herein – and your interpretation of it – is applicable or appropriate to your particular situation. Use of, and access to, this website or any of the links or resources contained within the site do not create an attorney-client relationship between the reader, user, or browser and website authors, contributors, contributing law firms, or committee members and their respective employers.
Legal AI: Applications & Benefits in 2025
Legal AI: Applications & Benefits in 2025
Artificial intelligence has become a huge part of standard legal technology—and for the right reasons.
AI lets law firms move away from rigid and often tedious legal workflows that tradition dictates. As legal professionals learn to work in tandem with AI technology, the benefits become clearer and clearer: Less time spent on repetitive tasks and more time for high-value work that directly translates to billable hours.
Of course, no reputable professional will take anyone’s word for it without doing their due diligence. So, let’s talk about legal AI, its applications, and how legal professionals can benefit from it.
What Is Legal AI?
Legal AI is a technology that uses artificial intelligence to make legal work faster and more efficient. It handles tasks like reviewing contracts, analyzing documents, performing research, and automating processes like drafting agreements or answering client questions.
Natural language processing (NLP) and machine learning allow it to understand legal text, extract key details, flag risks, and predict case outcomes.
How Do Law Firms Use Artificial Intelligence?
AI technology is taking over numerous professional sectors, including business, finance, real estate, and healthcare. The legal industry was quite slower to adopt this type of tech in comparison, but there’s no denying that AI has become a must-have tool for legal professionals.
How did AI make its way into legal departments, an industry that abides by tradition? Here’s a look at some important areas where AI is making a big difference:
1. Document Drafting
Traditionally, creating standard legal documents like contracts, agreements, and wills was a meticulous and time-consuming task that required a lot of attention to detail to make sure everything was accurate and compliant. But now, AI has made this process much more efficient.
Legal AI tools can automate the creation of these standard documents by analyzing large datasets and identifying relevant clauses. A specific type of AI common in document automation and drafting is generative AI.
Generative AI tools draft complex legal documents by generating text that meets the necessary requirements. For example, if a lawyer needs a discovery response document with particular objections, generative AI tools like Briefpoint can produce a draft that includes all the necessary legal language and clauses.
2. Data Synthesis and Document Analysis
In legal work, sorting through piles of documents and data is a given, but it’s also one of the more time-consuming parts of the job. AI is stepping in to simplify this hefty task.
By using AI tools, lawyers can automate the process of organizing and analyzing vast amounts of legal data, from client communications to detailed case histories.
These tools quickly sift through information, extract the necessary details, and present them in a way that’s easy to understand. This speeds up the entire process and reduces the chance of human error.
The result? Legal teams get the insights they need faster, which, in turn, makes it simpler to build cases or advise clients.
3. Legal Research
Legal research is essential for any law practice, as lawyers need to sift through vast amounts of statutes, case law, and legal writings to support their arguments or provide advice. Traditionally, this task has been incredibly time-consuming and sometimes error-prone.
However, large language models (LLMs) and other AI tools are changing the game by speeding up the process and increasing efficiency.
These tools use advanced algorithms, machine learning, and other large language models to comb through extensive legal databases quickly. They can accurately identify relevant cases, laws, and articles much faster than manual methods (way faster than a human can).
This efficiency saves time and helps lawyers build stronger cases by reducing the risk of missing crucial information.
With AI, even smaller law firms or solo practitioners can access comprehensive research quickly, which can help them gain a competitive advantage over larger firms with more resources.
4. Predictive Analysis
Predictive analysis in the legal world means using AI to predict the outcomes of legal cases before they wrap up. This tech dives into heaps of data—from past court decisions to detailed legal precedents—to empower legal professionals to make sound predictions.
This kind of insight can make or break a court victory. For example, it helps lawyers figure out the best strategies for their cases, like whether to settle early or push through to trial based on the predicted outcomes.
But it’s not just about strategizing. Predictive analysis is also great for risk assessment. Law firms use this legal tech to check out the risks of taking on new cases. They can spot potential problems before they blow up, saving everyone a lot of time and money by avoiding drawn-out legal battles.
Clients get a lot from this, too. They receive advice backed by solid data, which can help them make well-informed decisions about their legal issues.
5. Client Communications
Effective communication with clients is an absolute must in the legal profession, but keeping up can be quite a task, especially for busy lawyers. AI is changing how law firms manage this by automating routine interactions and helping maintain consistent, timely communication.
AI tools, such as chatbots and virtual legal assistants, can handle tasks like:
- Answering common inquiries from clients
- Scheduling appointments
- Sending updates about case progress
These tools work around the clock to make sure that clients receive quick responses, which boosts their satisfaction and trust in the legal services provided.
Plus, these AI systems can personalize communications based on client data to make interactions feel more tailored and attentive. For a law firm, this means less time spent on routine tasks and more time available for the complex aspects of their cases.
6. Contract Management
AI models can quickly scan contracts to pinpoint unusual clauses or potential risks. As a result, they speed up the review process and help make sure that everything is up to par legally and aligned with business goals.
When drafting contracts, AI can offer the right language and clauses based on a huge database of existing contracts. AI also helps keep track of active contracts, sending alerts about compliance issues, renewals, or any deviations from the terms.
Such oversight helps prevent problems down the line and makes sure contracts are managed properly.
Stop Spending Hours on Discovery Documents and Let Briefpoint Help
Drafting discovery responses and request documents is by far one of the most tedious parts of the discovery process. What about your legal strategy? The client meetings you have to attend? The other piles of paperwork on your desk?
Sure, you can pile this task on your legal assistant, but that doesn’t solve the overarching problem. Drafting legal documents simply takes up too much time.
Briefpoint.ai gives you an easy solution. With our generative AI, you can draft sets of and responses to:
- Requests for Production
- Requests for Admission
- Interrogatories
- Notice of Depositions
- And more
And all it takes is just a few minutes. No more spending hours preparing this tedious (yet necessary) paperwork. All you have to do is upload your document, add objections and responses, and finish your draft in Word. Briefpoint takes care of the rest.
With Briefpoint’s built-in feature Bridge, this platform also makes collecting client responses easy. Bridge lets you select specific interrogatories, translate them into plain English, and send them to your client. Once your client responds, Bridge will help you put their responses in your document within minutes.
Book a demo today and see how it all works!
Invest in a Generative AI Tool That Can Save You Thousands
Discovery responses cost firms $23,240, per year, per attorney. $23,240 estimate assumes an associate attorney salary of $150,000 (including benefits – or $83 an hour), 20 cases per year/per associate, 4 discovery sets per case, 30 questions per set, 3.5 hours spent responding to each set, and 1800 hours of billable hours per year.
Under these assumptions, you save $20,477 using Briefpoint, per year, per attorney.
Test Briefpoint yourself by scheduling a demo here.
FAQs About Legal AI
Is there an AI for law?
Yes, there are several AI tools designed specifically for the legal industry. These tools assist with document review, contract analysis, legal research, and client communication. Popular examples include tools like Briefpoint, Casetext, Kira Systems, and Paxton AI. Legal AI is useful for lawyers, paralegals, and even law students.
What is the best legal AI chatbot?
The best legal AI chatbot depends on your specific needs. AI-powered tools like ChatGPT and LawGeex are popular for general legal inquiries and document drafting. LISA or Legalmation may be more suitable for law firms seeking tailored solutions.
Can ChatGPT write legal memos?
Yes, ChatGPT is a natural language processing AI that can help you write legal memos. However, it’s essential to review and verify its output for accuracy, as it may not always provide jurisdiction-specific or up-to-date legal information. It works best as a starting point for drafting.
Can AI take over the role of human lawyers?
While AI can automate many tasks that lawyers do, it’s unlikely to replace human lawyers entirely. AI is great at handling routine and data-heavy legal tasks, but complex legal reasoning, strategy development, and ethical decision-making need human insight and experience.
Are there any risks with legal AI?
Yes, there are some risks and ethical concerns with using legal AI. One big concern is data privacy since AI systems handle sensitive client information. Keeping this data secure is crucial. There’s also the issue of bias; AI can unintentionally carry over biases from the data it was trained on, leading to unfair outcomes. While AI is generally reliable, it’s not perfect and can make mistakes, especially in complex legal practices.
The information provided on this website does not, and is not intended to, constitute legal advice; instead, all information, content, and materials available on this site are for general informational purposes only. Information on this website may not constitute the most up-to-date legal or other information.
This website contains links to other third-party websites. Such links are only for the convenience of the reader, user or browser. Readers of this website should contact their attorney to obtain advice with respect to any particular legal matter. No reader, user, or browser of this site should act or refrain from acting on the basis of information on this site without first seeking legal advice from counsel in the relevant jurisdiction. Only your individual attorney can provide assurances that the information contained herein – and your interpretation of it – is applicable or appropriate to your particular situation. Use of, and access to, this website or any of the links or resources contained within the site do not create an attorney-client relationship between the reader, user, or browser and website authors, contributors, contributing law firms, or committee members and their respective employers.
What Litigation Software Do Lawyers Use? (5 Best Options)
What Litigation Software Do Lawyers Use? (5 Best Options)
Litigation is complex, time-consuming, and often very challenging, even for the best of litigators. There’s little we can do about that. But what you can do is make it more efficient.
Legal AI and automation have significantly changed legal technology, affecting every part of how law firms work.
It’s time to cut through the hype and find out which legal tools are really making a difference and which ones can truly help.
What Is Litigation Software?
Litigation management software is built to help legal teams manage the details of their cases more effectively. It focuses on case-specific tasks like filing deadlines, managing evidence, and handling filings.
Everything related to a case—court dates, documents, emails, and evidence—is organized in one place, so lawyers can spend less time juggling paperwork and more time focusing on strategy.
This is different from legal practice management software, which focuses on the business side of running a law firm, like billing, scheduling, and client management. While practice management tools are great for overall operations, litigation management software is specifically designed to keep cases on track.
Key features include:
- Tracking case progress with real-time updates and reminders
- Managing evidence and documents in one easy-to-access system
- Simplifying filings through integration with court systems
- Streamlining team communication and collaboration
Litigation management software ensures lawyers have everything they need for their cases in one place, reducing stress and improving efficiency. It’s an essential tool for firms handling complex or high-stakes cases, especially when paired with practice management software to cover the firm’s operational needs.
What Litigation Software Do Lawyers Use?
Modern law firms take advantage of technology tools to maximize their legal workflows in terms of efficiency, accuracy, consistency, and profitability. But if you’re new to legal software, it can be challenging to figure out which ones will work best for your practice.
That said, we’ve compiled some of the best legal tools you can start your tech stack with:
1. Briefpoint.ai: Discovery Document Generation
Perhaps one of the most tedious tasks of discovery is preparing the documents, such as discovery requests and responses.
But what if you could automate that process and spend no more than a few minutes on each document?
Litigation attorneys know the drill: hours spent drafting discovery documents, only to end up with a stack of repetitive papers.
Briefpoint.ai is here to change that, taking the tedium out of the discovery process with automated document creation.
Best Features:
- Automation: Briefpoint.ai cuts down on manual effort by automating the entire document generation process. With just a few clicks, you can generate comprehensive discovery documents, saving hours of work and reducing the chance of errors.
- Accuracy: This software helps make sure all your documents meet current legal standards and requirements. Precision is crucial in legal proceedings, and with predefined templates and standardized fields, Briefpoint.ai keeps everything accurate and reliable.
- Efficiency: By streamlining document creation, Briefpoint.ai allows your legal team to focus more on case strategy and less on administrative tasks. As your case workflow becomes more agile, your team’s productivity surges. You’ll start resolving cases in record time, and suddenly, you’ll have the bandwidth to tackle new challenges head-on.
- Client responses: Briefpoint Bridge automates the process of collecting client responses and plugging them into discovery documents. With this feature, you no longer have to go through the tedious back-and-forth trying to collect and process your clients’ responses.
Test Briefpoint yourself by scheduling a demo here.
2. Casefleet: Litigation Management
CaseFleet provides legal professionals with a specialized case management solution to organize, analyze, and streamline complex legal workflows.
Its powerful tools, including a timeline builder and document linking, make it a suitable choice for litigation teams aiming to stay efficient and organized.
Source: Casefleet.com
Best Features
- Timeline builder: Enables detailed timelines that connect facts, evidence, and legal issues for clear case analysis.
- Integrated document linking: Simplifies access to evidence by attaching legal documents directly to timeline events.
- Advanced search functionality: Quickly retrieves critical case details with search tools.
- Collaboration tools: Helps build teamwork with shared case data and real-time updates.
- Task management: Keeps tasks and critical deadlines organized for smooth workflow execution.
Limitations
- Limited third-party integrations: Restricts compatibility with other commonly used legal tools.
- Steep learning curve: Advanced features may require extra time for new users to master.
- Pricing considerations: It may not be budget-friendly for smaller firms or solo practitioners
3. HighQ: Collaboration and Matter Management
HighQ is a powerful tool that helps legal teams work smarter, especially when it comes to managing the litigation process. It combines features like document management, secure file sharing, and workflow automation to make handling complex cases a lot easier.
Source: ThomsonReuters.com
Best Features
- Document management: Makes organizing and collaborating on case files simple with secure storage and version control.
- Workflow automation: Saves time by automating routine tasks to help litigation teams focus on strategy.
- Secure file sharing: Keeps sensitive case files safe with encrypted sharing and access controls.
- Client portals: Offers an easy way to share updates and make sure clients are on the same page.
- Integrations: Works well with tools like Microsoft Office and other legal software to make litigation workflows smoother.
Limitations
- Complex interface: Might take some getting used to for teams new to this type of platform.
- High cost: Can be pricey, which might be a challenge for smaller firms or teams on a budget.
- Limited offline functionality: Requires internet access, so it’s not ideal when facing connectivity issues.
4. Smokeball: Civil Litigation Management
Smokeball is a user-friendly case management software tailored for small to mid-sized law firms, especially those focused on civil litigation. It combines document automation, task tracking, and timekeeping features, making it a one-stop solution for managing civil litigation cases efficiently.
Source: Smokeball.com
Best Features
- Case management: Centralizes all case details, relevant documents, and communications in one place so you can easily manage tasks.
- Document automation: Simplifies the creation of litigation documents, saving time and reducing errors.
- Time and activity tracking: Automatically tracks time spent on tasks to improve billing accuracy.
- Task and workflow management: Keeps litigation tasks organized with clear deadlines and reminders.
- Integrated email and calendar: Syncs with Outlook to connect communications with specific cases.
Limitations
- Learning curve: New users may need time to get familiar with all the features.
- Limited customization: Predefined workflows might not fully meet the needs of more complex litigation practices.
- Cost concerns: Pricing may be steep for smaller firms with tighter budgets.
5. Lex Machina: Legal Analytics
Lex Machina is a smart litigation analytics tool that helps legal teams make better decisions using data. It provides insights into case trends, judges, and opposing counsel, which makes it easier to plan strategies and predict case outcomes based on valuable insights.
Source: LexMachina.com
Best Features
- Judge analytics: Gives insights into how judges typically rule so you can adjust your approach accordingly.
- Opposing counsel analysis: Shows data on your opponent’s past cases, helping you understand their strengths and weaknesses.
- Case trend analysis: Tracks patterns in litigation to help you predict what might happen in similar cases.
- Settlement predictions: Uses historical data to estimate the chances of settling or winning.
- Industry-specific modules: Offers tailored insights for areas like IP, employment law, and more.
Limitations
- Learning curve: Some features take time to get the hang of.
- High cost: Might be pricey for smaller firms or solo lawyers.
- Limited coverage: Doesn’t include every court or jurisdiction yet.
Make Discovery Less Tedious Today
Every litigator knows that discovery is one of the most time-consuming phases of a case. And within that process lies a huge bottleneck: discovery document drafting.
Manual drafting can take hours out of your or your paralegal’s day–hours that you could otherwise spend on more substantial work.
Where’s the way forward?
Briefpoint is document automation software that lets you create discovery documents within minutes. Schedule a demo today and see the magic for yourself.
Maximize Your Profitability With Briefpoint
Discovery responses cost firms $23,240, per year, per attorney. $23,240 estimate assumes an associate attorney salary of $150,000 (including benefits – or $83 an hour), 20 cases per year/per associate, 4 discovery sets per case, 30 questions per set, 3.5 hours spent responding to each set, and 1800 hours of billable hours per year.
Under these assumptions, you save $20,477 using Briefpoint, per year, per attorney.
Test Briefpoint yourself by scheduling a demo here.
FAQs About Litigation Software
What software do most law firms use?
Most law firms use a combination of legal practice management software, document management tools, billing and time tracking software, and legal research platforms. Popular choices include Clio, PracticePanther, LexisNexis, and MyCase for managing cases and administrative tasks. Tools like Westlaw and Bloomberg Law are widely used for research. Briefpoint is the best option for discovery document drafting.
What software is used in law?
The legal industry uses software tailored to specific needs, such as legal research tools (e.g., Westlaw, LexisNexis), practice management platforms (e.g., Clio, MyCase), litigation management software (e.g., CaseFleet), billing and time tracking tools (e.g., TimeSolv, Bill4Time), and contract analysis tools (e.g., Kira Systems, LawGeex).
What is legal CRM software?
Legal CRM software helps law firms manage client relationships more effectively. It centralizes client contact information, tracks case histories, and automates follow-ups and reminders. Tools like Clio Grow, Law Ruler, and Zoho CRM help firms improve communication, maintain client satisfaction, and streamline client intake processes.
What billing software do large law firms use?
Large law firms often use robust billing software designed to handle complex billing structures and high volumes of work. Popular options include Elite 3E, TimeSolv, and Bill4Time, which offer features like time tracking, expense logging, and customizable invoices. These tools ensure accurate billing and help streamline financial management.
The information provided on this website does not, and is not intended to, constitute legal advice; instead, all information, content, and materials available on this site are for general informational purposes only. Information on this website may not constitute the most up-to-date legal or other information. This website contains links to other third-party websites. Such links are only for the convenience of the reader, user or browser.
Readers of this website should contact their attorney to obtain advice with respect to any particular legal matter. No reader, user, or browser of this site should act or refrain from acting on the basis of information on this site without first seeking legal advice from counsel in the relevant jurisdiction. Only your individual attorney can provide assurances that the information contained herein – and your interpretation of it – is applicable or appropriate to your particular situation. Use of, and access to, this website or any of the links or resources contained within the site do not create an attorney-client relationship between the reader, user, or browser and website authors, contributors, contributing law firms, or committee members and their respective employers.
5 Best Software for Legal Documents For 2025
5 Best Software for Legal Documents for 2025
Dealing with legal documents can feel like a full-time job. Between drafting contracts, organizing files, tracking changes, and managing signatures, it’s easy to feel buried under the weight of it all. And no one has the time to manually sort through mountains of paperwork or deal with clunky processes that slow everything down.
Here’s the good news: legal document software has come a long way. The right tools can take the chaos out of document management, helping you stay organized, save time, and reduce stress.
In this guide, we’ll explore the best software for legal documents in 2025. Whether you’re looking to simplify your workflow, keep better track of your documents, or just make life easier, there’s something here for you.
Types of Software for Legal Documents
When you’re working in the legal field, it’s no secret that managing documents can be a bit overwhelming. Different tasks require different tools, and finding the right software can make your life a whole lot easier.
Let’s break down the key types of software that can help you handle your legal documents more efficiently:
Document Automation Software
Tired of drafting the same types of documents repeatedly? Document automation software makes this process faster and easier by creating templates and automating repetitive tasks.
Instead of starting from scratch every time, you can use templates or generative artificial intelligence that automatically fills in the necessary details. This speeds up the process and helps you avoid pesky errors that can creep in when you’re working under pressure.
Take Briefpoint, for example. Drafting discovery documents can take hours without automation, but Briefpoint can help you do it in minutes.
You simply have to upload your discovery request, select objections and responses, and then finish up on MS Word. Briefpoint will take care of everything in between, including filling out routine information.
Legal Document Management Software
Keeping track of legal documents can be a real headache, especially when juggling multiple cases and deadlines.
Legal document management software is designed to ease that burden by organizing all your files in one place so you can quickly find what you need without the frustration of sifting through stacks of papers or countless folders.
With features like version control and advanced search options, you’ll save time and avoid the stress of hunting down that elusive document.
Contract Management Software
Contracts can be tricky to manage when you’ve got multiple versions floating around. Contract management software optimizes the process by keeping everything organized in one place.
From drafting to signing to tracking renewals, this software helps you stay on top of your contracts and makes sure that nothing gets overlooked.
Electronic Signature Tools
Gone are the days of printing, signing, and scanning documents. Electronic signature tools make it easy to sign documents digitally, saving you time and hassle.
Plus, they add an extra layer of security so you can be sure that your signatures are legally binding. Whether in the office or on the go, you can sign documents quickly and easily with these tools.
Practice Management Software
If you’re searching for an all-in-one solution to modernize your legal practice, practice management software could be the answer.
This software is designed to handle much more than just document management; it brings together all the key functions you need to run your firm smoothly.
With practice management software, you can:
- Manage case files
- Track billable hours
- Schedule appointments
- Handle client communications
It’s much like a virtual legal assistant that keeps everything in order, which allows you to spend more time on more value-adding tasks rather than getting bogged down in administrative work.
5 Best Legal Document Software Solutions to Complete Your Stack
Building a solid legal tech stack can make a world of difference in how smoothly your practice runs.
Here’s a look at some top software picks for 2025 that can help you upgrade your legal workflows and keep everything organized.
1. Briefpoint: Best for Document Automation
If you’re fed up with spending hours drafting and tweaking discovery documents, Briefpoint.ai is the solution you’ve been looking for.
This software is all about making your life easier by automating discovery response and request creation. Instead of starting from scratch every time, you just upload your opposing counsel’s discovery request .pdf, and Briefpoint does the rest—creating a fully formatted, ready-to-use response document in no time.
Briefpoint also comes with a tool that makes collecting and incorporating client responses into discovery requests ten times faster.
With Briefpoint Bridge, you can select the interrogatories you want your client to answer, add notes to simplify the interrogatories, or seek specific information, then send your client the link to the portal via email.
Once your client sends over their responses, you can easily amend and add them to your discovery request. No more back-and-forth emails!
Briefpoint lets you automate the creation of outgoing sets and responses to:
- Requests for Admission
- Requests for Production
- Interrogatories
2. OneDrive: Best Legal Document Management System
Managing legal documents can be a hassle, especially when dealing with a ton of files and trying to keep everything organized.
If you’ve ever found yourself wasting time searching for a missing document or stressing over whether you’re working with the right version, you know how frustrating it can be. OneDrive can change that.
It’s more than just cloud storage—it’s a tool designed to make document management easier and more efficient.
With OneDrive, you can quickly locate any document you need, thanks to its search features, and the version history makes sure you’re always working with the most current information.
The smooth Microsoft Office integration means you can edit documents seamlessly, all while knowing your files are securely stored.
OneDrive takes the stress out of managing your legal documents, which can give you more time to focus on your work instead of battling with your files.
3. Ironclad: Best for Contract Management
Contracts are the backbone of any legal practice, but keeping track of them can quickly become overwhelming. Juggling multiple drafts, managing approvals, and staying on top of deadlines can feel like a full-time job in itself.
If you find yourself in this situation, Ironclad is the best tool for you. Ironclad is specifically built to simplify contract management and offers a centralized platform where you can handle everything from drafting to execution.
It lets you manage each stage of the contract lifecycle with ease so that every version is tracked and every deadline is met.
Ironclad also simplifies collaboration, which makes it simple to work with colleagues and clients without the usual back-and-forth confusion.
Instead of getting bogged down in the details, Ironclad helps you stay organized and in control, so you can manage your contracts with confidence and efficiency.
4. DocuSign: Best for Electronic Signatures
Any law office knows that waiting on physical signatures can slow everything down. Whether you’re finalizing a contract or getting an agreement in place, the last thing you want is to be held up by paperwork.
That’s why DocuSign is such a must-have for law firms. It transforms the signing process into something seamless and straightforward. Instead of printing, mailing, or scanning, DocuSign lets you send documents for electronic signatures instantly.
The platform is user-friendly and secure, giving you peace of mind that the signatures are legally binding and the process is fully tracked.
5. Clio: Best Legal Practice Management Software
Managing a law practice involves handling a lot of different tasks—tracking cases, managing client communications, handling billing, and keeping everything on schedule. Without the right law practice management software, it can quickly become overwhelming.
Clio is designed to combine all these elements into one cohesive platform tailored specifically for legal professionals. With Clio, you can easily manage your cases, track billable hours, send invoices, and organize client communications all in one place.
Plus, the software’s user-friendly interface makes sure that you can stay on top of your workload and maintain order, even during the busiest times.
Clio also offers seamless integrations with other tools, which allows you to customize it to meet the specific needs of your law firm.
Best Practices for Creating, Storing, and Organizing Legal Documents
When it comes to handling legal documents, a little organization can go a long way in making your life easier and keeping things running smoothly.
Here are some straightforward practices that can help you create, store, and organize your legal documents a hundred times better:
Opt for Paperless Document Management
If you’re still dealing with stacks of paper, it’s time to consider going paperless. Digital documents are easier to organize, search, and share, especially with the right document management tool.
Plus, going paperless reduces the risk of losing important paperwork and makes your office more environmentally friendly.
Scanning and saving all your documents electronically can also smoothen out your legal workflow and make everything more accessible.
Use Consistent Document Templates
Starting with a blank document each time is time-consuming and increases the likelihood of errors.
Using standardized templates makes sure all your documents have a consistent format, which is a must in the legal industry where precision matters.
Develop a Clear Naming Convention
A clear naming system for your files is key to staying organized. Include details like the client’s name, document type, and date in your file names to quickly identify what each document contains without opening it. This simple step can save you a lot of time.
Organize Documents with a Logical Folder Structure
With your legal document management solution, set up a folder structure that makes sense for your practice. Group documents by client, case, or matter and create subfolders for different types of documents like contracts, correspondence, and briefs.
A well-organized folder system helps you find what you need quickly so you can stay focused on your work.
Back Up Your Files Regularly
Losing important legal documents can be disastrous, so regular backups are a must. Cloud storage solutions like OneDrive are great for automatic backups, and it’s wise to keep an additional offline backup as a precaution. This helps make sure your files are safe and accessible, even if something goes wrong.
It might also be a wise idea to invest in unlimited document storage so you won’t have to worry about running out of space.
Keep Track of Version Control
When documents go through multiple revisions, it’s easy to lose track of changes.
Version control allows you to monitor edits, revert to previous versions, and make sure that everyone is working with the latest document. This is especially useful in collaborative environments.
Secure Sensitive Information
Legal documents often contain sensitive information that must be protected. Use encryption, strong passwords, and access controls to safeguard your files. Regularly review and update your security protocols to keep your documents safe from unauthorized access.
Follow Document Retention Policies
Having a clear policy for how long to keep your law firm’s documents is important for managing storage and staying compliant with legal regulations.
Make sure your retention policies are up to date and regularly reviewed to meet current standards.
Train Your Team
Finally, see to it that everyone on your team understands and follows your document management practices.
Regular training sessions can help reinforce these best practices and keep your document management system running smoothly.
How Much Does Legal Document Software Cost?
The cost of legal document software can vary quite a bit depending on what you need and the size of your firm. Here’s a breakdown of what you might expect:
- Basic options: If you’re just looking for something simple to manage your documents, you might find software that costs around $10 to $50 per user per month. This usually covers the basics like storage, search, and version control.
- Mid-range solutions: For those who need a bit more, like legal automation, integrations with other legal tools, or better security, you’re probably looking at something in the $50 to $100 per user per month range. This is ideal for mid-sized firms that need more than just the basics.
- All-in-one systems: If you’re looking for a comprehensive solution that includes document management, case management, billing, and client communication, the cost can go up to $100 to $200+ per user per month. These systems are great for larger firms that need a full suite of tools.
- Enterprise-level software: For very large firms with complex needs, enterprise-level software might be necessary, which can run $200 to $500+ per user per month. These solutions often include advanced features like AI-driven analytics and extensive integrations.
Speaking of AI, if you’re looking at software with AI capabilities—such as AI-driven document drafting, predictive analytics, or automated contract reviews—expect the cost to be on the higher end.
Legal AI features can significantly raise the price because they offer powerful tools that can save time and improve accuracy, but they also come with a premium cost. So, if AI is on your must-have list, be prepared for a steeper investment.
Spend Less Time on Routine Legal Drafting With Briefpoint
Managing legal documents doesn’t have to be a headache. With the right legal tech, you can turn time-consuming tasks into easy processes that free up more of your day for what really matters—serving your clients.
Whether it’s automating document creation, managing contracts, or keeping your files organized, the right tech stack can make all the difference.
Add Briefpoint to the very top of your legal tech tools list. If you want to stop spending hours drafting discovery documents, Briefpoint offers a smarter, faster process.
Imagine cutting down on time spent and saving your firm thousands per attorney each year—all while guaranteeing accuracy and consistency.
Ready to see how Briefpoint can revolutionize your workflow? Schedule a demo now and take the first step toward transforming how you handle legal documents!
How Much Can You Save With Briefpoint?
Discovery responses cost firms $23,240, per year, per attorney. $23,240 estimate assumes an associate attorney salary of $150,000 (including benefits – or $83 an hour), 20 cases per year/per associate, 4 discovery sets per case, 30 questions per set, 3.5 hours spent responding to each set, and 1800 hours of billable hours per year.
Under these assumptions, you save $20,477 using Briefpoint, per year, per attorney.
Test Briefpoint yourself by scheduling a demo here.
FAQs About Software for Legal Documents
What software do lawyers use?
Lawyers often use tools like case management software, legal research platforms, document drafting tools, and e-signature apps. Popular examples include Clio, DocuSign, LexisNexis, and specialized legal document management software.
How do I create a legal document in Word?
Start with a template to save time. Word offers pre-made legal templates like contracts and agreements. Open Word, search for a template, and customize it by filling in your details. Remember to proofread and format it properly to make sure it looks professional.
What is legal document management software?
It’s software designed to help organize, store, and manage legal documents. It allows you to easily track versions, control access, and securely share files, making the entire process more efficient and less stressful.
Which is the best document control software?
The best document control software depends on your needs. Options like Clio, iManage, and NetDocuments are popular among legal professionals for their security features, ease of use, and integration capabilities. Choose one that aligns with your workflow and budget.
The information provided on this website does not, and is not intended to, constitute legal advice; instead, all information, content, and materials available on this site are for general informational purposes only. Information on this website may not constitute the most up-to-date legal or other information.
This website contains links to other third-party websites. Such links are only for the convenience of the reader, user or browser. Readers of this website should contact their attorney to obtain advice with respect to any particular legal matter. No reader, user, or browser of this site should act or refrain from acting on the basis of information on this site without first seeking legal advice from counsel in the relevant jurisdiction. Only your individual attorney can provide assurances that the information contained herein – and your interpretation of it – is applicable or appropriate to your particular situation. Use of, and access to, this website or any of the links or resources contained within the site do not create an attorney-client relationship between the reader, user, or browser and website authors, contributors, contributing law firms, or committee members and their respective employers.
7 Best Legal AI Companies of 2025
7 Best Legal AI Companies of 2025
The legal industry is undergoing a remarkable transformation thanks to artificial intelligence integration.
While AI was initially met with skepticism and resistance by many legal professionals, fearing it would compromise job security and the accuracy of their work, its undeniable benefits have led to widespread adoption.
Today, AI is not just a trend but an indispensable tool in modern law firms as it optimizes efficiency, accuracy, and overall productivity better than any other tech can.
Artificial intelligence is profoundly impacting the legal profession, and we’re counting down the top legal AI companies driving this transformation in 2025.
Artificial Intelligence in the Legal Industry
When AI software started making its way into law firms, it wasn’t welcomed with open arms.
Many legal professionals were skeptical, to say the least. The idea of machines handling tasks that were traditionally done by trained lawyers sparked many fears and doubts.
Lawyers couldn’t shake the feeling that AI’s inroads would compromise their job security and ultimately undermine the precision they strived for. They feared that AI systems would get bogged down in the intricacies of legal speak and lose sight of the human element.
It was a time of uncertainty and hesitation, and many thought AI was just a passing trend that would never take root in such a traditionally human-driven field.
But fast forward a few years, and things have changed dramatically. Legal tech, especially AI, is now common in law firms, and the benefits are hard to ignore.
How AI Technology Benefits Legal Work
Legal AI is revolutionizing work by bringing speed, accuracy, and cost savings to tasks that once bogged down legal teams. It processes vast amounts of data in seconds, allowing lawyers to handle cases faster and focus on high-value tasks that maximize client satisfaction.
Accuracy is another major advantage. AI can identify patterns and anomalies that even the most detail-oriented human might miss, which helps achieve greater precision in areas where mistakes can be costly. For tasks like document review and legal research, this level of reliability is invaluable.
AI also slashes operational costs by automating repetitive tasks like categorizing documents and generating reports. Law firms save time and resources, which helps empower legal professionals for more strategic work.
Access to information is faster and more thorough than ever. AI tools sift through massive databases in seconds, finding relevant case law, statutes, and precedents. This means lawyers can build stronger cases backed by comprehensive research in a fraction of the time.
Firms that once hesitated to adopt AI are now seeing its benefits—more efficient workflows, reduced costs, and happier clients.
7 Best AI-Powered Tools for Legal Teams
Let’s face it: the legal landscape can be a bit overwhelming with all the paperwork, deadlines, and endless research. But what if there were tools that could make your life a whole lot easier?
In 2025, there are dozens upon dozens of AI-powered tools in the legal sector. However, only a handful stand out:
1. Briefpoint
Briefpoint is a game-changer for lawyers and paralegals alike—or anyone who drafts discovery documents.
Instead of spending hours drafting Requests for Admission, Requests for Production, interrogatories, and other discovery documents, you can rely on Briefpoint to do the job quickly and accurately.
All you have to do is upload your opposing counsel’s discovery document, add objections and responses, and then download, sign, and serve. Briefpoint will take care of the rest.
There’s also Briefpoint Bridge, a brand-new feature that lets you collect and plug-in client responses to discovery documents without all the back and forth.
With Bridge, you can select which inquiries need client responses, send a link where your client can fill in their answers, and then plug those answers into your discovery document.
As you let this tool handle the drafting, you can shift your attention to the big-picture litigation strategy that will get you ahead.
2. Casetext
Casetext helps legal professionals conduct research with its AI-driven capabilities. Traditional legal research can be daunting and time-consuming, but Casetext simplifies this process.
Using advanced natural language processing, Casetext helps you quickly find relevant case laws, statutes, and regulations by understanding the context and nuances of your queries.
One of the standout features of Casetext is its CARA A.I., which reads your uploaded briefs and instantly identifies relevant case law that you may have missed. This makes sure that your legal arguments are comprehensive and well-supported.
Additionally, Casetext’s powerful search engine can parse through vast legal databases in seconds and deliver precise results that save you countless hours.
3. Luminance
Luminance is a handy tool for document review and due diligence for legal practices. With its advanced AI, Luminance reads and understands legal documents quickly, picking out important details and flagging any potential issues that need a closer look.
Luminance is a flexible platform that listens to your habits and adjusts its approach on the fly. The more documents it absorbs, the sharper its instincts for sniffing out inconsistencies become.
Whether you’re dealing with big mergers or just reviewing a bunch of contracts, Luminance makes the process faster and more accurate.
4. LawToolBox
LawToolBox is an intelligent assistant legal pros rely on to manage their schedules. Imagine never missing a deadline again—this integration with Microsoft Office makes it a reality, tying everything together in one convenient package.
LawToolBox relieves pressure by handling legal deadline calculations. You can enter the case information, and LawToolBox will calculate all the critical dates and update your calendar accordingly. Busy lawyers need this feature to stay on top of looming deadlines and court dates.
LawToolBox also allows for easy collaboration within legal teams. Team members can share calendars and deadlines so everyone is on the same page and nothing falls through the cracks.
Also, the platform’s reminders and notifications help keep everyone on track, which reduces the stress of managing multiple cases and deadlines.
5. Ironclad
Ironclad takes the weight off your shoulders by expertly managing every stage of the contract lifecycle to give you back valuable time and energy.
The goal is to make it easier and more efficient for legal teams to handle everything from creation and negotiation to execution and contract review.
One of Ironclad’s key features is its user-friendly interface, which allows you to draft and customize contracts quickly. Its AI capabilities help automate repetitive tasks, like filling in standard clauses and ensuring compliance with company policies.
6. Clio
Clio is like your law firm’s all-in-one assistant but in the cloud. It helps you keep track of cases, manage billing, organize documents, and stay in touch with clients—all from one easy-to-use platform.
Whether you’re tracking time, scheduling appointments, or collaborating with your team, Clio makes it simple and secure. It’s especially popular with small to mid-sized law firms because it takes care of daily tasks like:
- Case management
- Billing and invoicing
- Time tracking
- Document management
- Client communication
- Calendar management
- Task management
- Reporting and analytics
- Payment processing
7. Everlaw
Everlaw handles due diligence and document review for legal teams. It helps lawyers obtain a higher level of efficiency and insight.
Imagine having a tool that allows you to efficiently sift through legal files, quickly identifying the most critical documents. Everlaw streamlines this process, significantly reducing the time spent on traditionally labor-intensive tasks.
The platform’s intuitive design simplifies document organization. With features such as drag-and-drop functionality, custom tags, and advanced search filters, it is easy to focus on the work without worrying about formatting.
Everlaw also offers robust document review capabilities, including tools for redaction, annotation, and metadata analysis. These features ensure that you can capture and work with all relevant details efficiently and effectively.
Will AI Replace Legal Professionals?
The idea of AI replacing legal professionals is a hot topic, but let’s be clear: while AI is transforming the legal world, it’s not about to replace lawyers. Instead, AI is a tool that enhances what legal professionals can do, not a substitute for their expertise.
AI shines in handling repetitive, time-consuming tasks like document review, legal research, and legal data analysis. These are essential but don’t require the strategic thinking and nuanced understanding lawyers bring to the table.
By automating these processes, AI frees up lawyers to focus on high-stakes strategy, client relationships, and providing expert legal advice.
The human element in law remains irreplaceable. Lawyers navigate the complexities of human behavior, emotions, and motivations while negotiating, mediating, and upholding justice. Ethical and moral judgment—core to the legal profession—can’t be replicated by AI.
AI takes care of the grunt work, but it can’t interpret laws with depth or provide the human connection that clients rely on. Rather than replacing lawyers, AI lightens their load and allows them to work smarter and focus on what they do best. It’s a partnership, not a replacement.
Start Drafting Legal Documents With Ease
How do you maintain the quality of your legal services if you’re always drowning in paperwork?
If you’re in the field of litigation, one of the most tedious parts of your work is discovery. And in discovery lies one of the most time-consuming tasks for law firms and legal departments: discovery document drafting.
Don’t want to spend more than an hour on every single document? Let Briefpoint handle the heavy lifting.
Try it for yourself and sign up for a demo today.
Automate Today For Bigger Savings Tomorrow
Discovery responses cost firms $23,240, per year, per attorney. $23,240 estimate assumes an associate attorney salary of $150,000 (including benefits – or $83 an hour), 20 cases per year/per associate, 4 discovery sets per case, 30 questions per set, 3.5 hours spent responding to each set, and 1800 hours of billable hours per year.
Under these assumptions, you save $20,477 using Briefpoint, per year, per attorney.
Test Briefpoint yourself by scheduling a demo here.
FAQs About Legal AI Companies
What is Legal AI?
Legal AI refers to using artificial intelligence technologies to perform tasks traditionally done by lawyers and other legal professionals, such as legal research, document review, and contract management.
How does AI benefit law firms?
When law firms tap into AI, they can reroute resources, target slip-ups, and amass sizable savings–a trifecta of benefits that drive success. With this tool on your side, tedious tasks become a thing of the past, insightful patterns emerge from the noise, and bulky datasets get a serious workout in record time.
Will AI replace lawyers?
No, AI will not replace lawyers, but it is changing how legal professionals work. It is designed to assist and augment the work of legal professionals, not replace them. AI can handle repetitive tasks and provide valuable insights, but the expertise and judgment of human lawyers are irreplaceable.
What are some popular AI tools in the legal industry?
Some popular AI tools in the legal industry include Briefpoint.ai, Casetext, Luminance, LawToolBox, Ironclad, and Everlaw.
Is AI expensive for law firms to implement?
Depending on the law firm, the price tag for AI implementation can fluctuate wildly. But here’s the silver lining: many AI tools can adapt to different budgets and firm sizes.
The information provided on this website does not, and is not intended to, constitute legal advice; instead, all information, content, and materials available on this site are for general informational purposes only. Information on this website may not constitute the most up-to-date legal or other information.
This website contains links to other third-party websites. Such links are only for the convenience of the reader, user or browser. Readers of this website should contact their attorney to obtain advice with respect to any particular legal matter. No reader, user, or browser of this site should act or refrain from acting on the basis of information on this site without first seeking legal advice from counsel in the relevant jurisdiction. Only your individual attorney can provide assurances that the information contained herein – and your interpretation of it – is applicable or appropriate to your particular situation. Use of, and access to, this website or any of the links or resources contained within the site do not create an attorney-client relationship between the reader, user, or browser and website authors, contributors, contributing law firms, or committee members and their respective employers.
The Best Document Automation Software Features To Look For
The Best Document Automation Software Features To Look For
Imagine skipping the hassle of drafting the same contracts or filling in client details over and over. With document automation software, that’s exactly what you can do.
These tools handle repetitive tasks, keeping your documents consistent, accurate, and error-free. They save time and let you focus on more important work, whether you’re a lawyer, paralegal, or legal assistant.
With so many options available, finding the right software can feel overwhelming. The ideal tool should make your workflow smoother, help you manage documents efficiently, and simplify your day.
This guide breaks down the key features of document automation software to show how it can transform the way you handle legal documents and everyday tasks!
What is Document Automation Software?
Document automation software is designed to take repetitive tasks off your plate, like drafting contracts or inputting client details. By automating these processes, it makes sure your documents are accurate, consistent, and ready in less time.
Whether you’re managing contracts or legal paperwork, this tool helps reduce errors and frees up your time for higher-value work. It’s a practical solution for professionals like lawyers and paralegals who want to simplify document management without sacrificing quality.
Standalone Document Automation Software vs. Built-In Document Automation Features
Choosing between standalone document automation software and built-in document automation features can be a bit of a puzzle.
Standalone software is dedicated solely to automating your document processes, offering robust, specialized tools that handle everything from template creation to advanced data merging.
It’s a powerful option for firms that need comprehensive automation capabilities and want to make sure every document is spot-on.
On the other hand, built-in document automation features are part of larger software suites that include various other functionalities.
These features might not be as powerful or customizable as standalone options, but they can be incredibly convenient if you’re already using the parent software. Plus, they can integrate into your existing workflow, so it’s easier to manage all your tasks from a single platform.
In a nutshell, if you need extensive, specialized automation, standalone software is the way to go. If convenience and integration with your current tools are your top priorities, built-in features could be the perfect fit.
Document Automation Features to Look For
When selecting document automation software, you need to prioritize features that will seriously optimize your productivity and precision.
Here’s a comprehensive guide to the must-have features in document automation tools:
1. Template Management
Document automation software gets a whole lot more efficient when you have template management on your side to let you generate documents with ease. Good document management software will have:
- Pre-built templates: Save time with a library of ready-to-use document templates for various document types, all customizable to fit your needs.
- Template creation: User-friendly, drag-and-drop tools let you design your own templates from scratch. Build custom details by adding placeholders, dynamic fields, and conditional logic to craft documents that truly speak to each individual.
Template management also offers collaboration and version control:
- Collaborative editing: Multiple users can work on templates at the same time, which keeps everything up-to-date and in line with company standards.
- Version control: Track changes and go back to previous versions if needed, so your templates are always accurate and reliable.
Good template management cuts down the time and effort needed to produce professional documents.
When everything is in sync, document processes hum along smoothly and foster a significant jump in efficiency and productivity.
2. Data Integration
Document automation software helps keep your critical data organized by integrating disparate systems and applications. This helps make sure data flows smoothly, which cuts down on manual entry and minimizes errors.
For instance, integrating with Customer Relationship Management (CRM) systems like Salesforce or HubSpot lets you pull customer data directly into your documents.
By generating personalized contracts, proposals, and reports on the fly, you can say goodbye to tedious data entry and enjoy automated document workflows that hum along with precision.
Beyond CRMs, connecting with Enterprise Resource Planning (ERP) systems allows for automatically including financial data, inventory details, and other essential business info into relevant documents.
This makes sure your documents always reflect the latest business data, helping you make more informed decisions.
Plus, having robust API support means you can set up custom connections with various software applications. This flexibility lets you tailor your document workflows to fit your specific needs and make sure everything runs more smoothly and efficiently.
3. Workflow Automation
Automating your workflow with document automation software makes your processes smoother, faster, and hassle-free.
More specifically, it helps automate repetitive tasks and ensures that documents move smoothly through various stages of creation, review, and approval.
Key components of workflow automation include:
- Conditional logic: You can set up custom rules that trigger document creation based on your specific requirements. For example:
- Populate certain fields or sections of a document when specific conditions are met.
- Automatically select templates or content based on user input or data changes.
- Approval workflows: This feature lets you set up multi-step approval processes, which makes sure that each document is reviewed and approved by the necessary parties before it’s finalized. Benefits include:
- Double-checking every detail to make sure everything meets the highest standards
- Streamlining the approval process with automated alerts and notifications.
- Notifications and alerts: Keep everyone in the loop with reminders of pending approvals or actions needed so everything runs smoothly. This enhances accountability and ensures timely processing.
Document automation software eliminates the tedium of manual document handling and erases hours of repetitive tasks from your schedule. What’s left is a clutter-free work environment and more of your most valuable resource: time.
Plus, automating routine tasks gives you more time to focus on strategic work, which helps increase productivity and improve the overall quality of your document management.
4. Collaboration Tools
Collaboration tools in document automation software are a must-have for teams working together. They make it incredibly easy for everyone to stay on the same page and get things done efficiently. One of the best features is real-time editing.
This means multiple people can work on the same document simultaneously and see changes instantly. There are no more endless email chains or waiting for someone to finish their part.
Another handy feature is the ability to leave comments and annotations right on the document. Clear guidance means everyone’s on the same page, and it’s obvious what needs a refresh or a boost.
Plus, version control is another must-have. With this feature, you’ve got a safety net—you can track changes and bounce back to earlier versions if necessary, so your document stays flawless and current.
5. eSignature Integration
Faster document turnaround times rely on seamless eSignature integration. With built-in eSignature capabilities, you can add legally binding electronic signatures to your documents without leaving the platform. You’ll save time, slash paperwork, and breeze through the signing process.
Popular eSignature tools like DocuSign and Adobe Sign are often supported by the software, which makes it easy to integrate your favorite signing tools. You get to stick with the eSignature service you love, plus enjoy a smooth ride with your document workflows.
eSignature integration reduces security risks, shielding documents from tampering and cyber threats. Electronic signatures are often more secure than traditional paper ones because they come with encryption and authentication features.
6. Document Security
Safeguarding sensitive information is a top priority in document automation software—after all, your data needs to be locked down tight.
When it comes to keeping confidential files confidential, encryption is the fortified wall that stands between them and would-be hackers. With end-to-end encryption, your documents are secure both in transit and at rest, meaning they’re protected whether they’re being sent over the internet or stored in the cloud.
Access controls are another important feature. Role-based access allows you to specify who can view, edit, or share documents, greatly minimizing the risk of data breaches and unintended exposure.
You can set permissions based on user roles so that each team member only has access to the information they need.
Audit trails provide an added layer of security and accountability. Everything that happens to a document is tracked in these detailed logs – the editing, the creating, and the sharing.
Regulatory compliance and monitoring are much easier thanks to this transparent system that lays out who did what and when in plain sight. If any unauthorized activity occurs, it can be quickly identified and addressed.
The Benefits of Document Automation for Law Firms
A document automation tool has become the ultimate necessity for any modern law firm. Here’s why:
Increased Time Efficiency
Automating repetitive tasks like drafting contracts or filling in client details frees up a lot of time. And in the law industry, time literally translates into money.
Automated document generation lets legal professionals focus on more complex, value-added tasks instead of getting bogged down by routine paperwork.
In other words, speeding up document creation helps legal teams use their time more efficiently.
Improved Consistency and Accuracy
Document automation platforms help make sure every document follows the same format and contains accurate information.
Cleaning up errors and giving your documents a sharp, put-together look is a piece of cake with this approach.
Think of consistent formatting and language as the unsung heroes of document creation – they’re the details that set a company apart from its competitors and establish a sense of credibility.
Better Cost-Efficiency
Imagine the cost benefits of offloading document creation duties from staff members. Law firms can do just that by going digital. Fewer errors mean less time and money spent on corrections.
By switching to automated document processes, companies can free up valuable resources and potentially trim their staffing needs.
Improved Client Satisfaction
Faster turnaround times for documents make clients happier. When clients receive accurate documents on time, their trust in your firm’s capabilities grows exponentially.
For any business, there’s no better calling card than a satisfied client; they’ll come back for more and sing your praises to others.
Better Security and Compliance
Document automation software often comes with built-in security features that protect sensitive information. Safeguarding your clients’ data is essential for building loyal partnerships; confidentiality is paramount in this process.
Cutting-edge defenses, including rock-solid encryption and precision access controls, fend off cyber threats and data smugglers to safeguard your complex documents from prying eyes.
Automation helps make sure all documents adhere to the latest legal standards and regulations. One wrongly checked box can lead to a world of legal woes, but this preventative measure clears the path.
How to Choose the Perfect Document Automation Solution for Your Law Firm
To eliminate inefficiencies and catapult your law firm to the next level, you need a document automation solution specifically tailored to your needs.
By doing so, you’ll be able to clock faster turnaround times, diminish errors, and consistently impress clients with top-tier service. Here’s a guide to help you make the best choice:
Identify Your Needs
Start by figuring out what your law firm really needs. Then, take a hard look at your current workflows—can automation help with pesky tasks like document creation, review, and management?
Identify the types of documents you deal with most often, such as contracts, pleadings, or correspondence, to make sure the solution can handle them.
Also, consider which existing systems, like case management or CRM software, the document automation tool needs to integrate with for smooth data flow and efficiency.
Key Features to Look For
When selecting a document automation solution, ask yourself: which features will tangibly improve our firm’s workflow and free up more time for high-leverage activities?
Look for solid template management with pre-built templates and easy customization options. Make sure the solution supports data integration with your existing systems to organize data transfer and cut down on manual entry.
Automating tasks is a top priority, so make sure to look for features that can handle document creation, get approvals, and send out notifications – all without you having to lift a finger.
Evaluate Usability
Usability is crucial when choosing a document automation solution. The software should have a user-friendly interface that’s easy for everyone on your team to use.
Check the availability of training resources and customer support to ensure a smooth transition and ongoing assistance.
Life’s unpredictable, and your work style should be, too. To give your team the flexibility they need, ensure that your solution can keep up with mobile access.
Consider Scalability
When selecting a document automation solution, consider your firm’s future growth. Choose software that can scale with your firm and handle increasing document volumes and additional users as needed.
Find software that’s adaptable and can be upgraded with new features as your needs shift. This way, you can rest assured it’ll stay relevant and meet your changing requirements.
Cost-Benefit Analysis
Conduct a cost-benefit analysis to determine the best solution for your budget. Compare the costs of different solutions and consider the potential return on investment through improved efficiency, reduced errors, and improved client satisfaction.
Make sure the benefits outweigh the costs to get the most value from your document automation software.
Trial and Feedback
Take advantage of free trials and demos to test out different document automation solutions. Put the software to the test in your setting, and you’ll see exactly how it can be applied to solve real problems and streamline processes.
During the trial, gather honest insights from your team—it’s the best way to determine if the solution has everyone’s best interests at heart. You’ll be empowered to make smart calls that resonate throughout your organization.
Choosing the right document automation solution is a must for maximizing your law firm’s efficiency and productivity. Briefpoint.ai offers legal pros a personalized toolkit, specifically crafted to help firms like yours excel.
Here are the key reasons why Briefpoint is the best document automation software:
- User-friendly interface: Briefpoint features an intuitive and easy-to-use design that requires minimal training. This allows your staff to focus more on their legal work rather than struggling with complex software.
- Advanced document automation: The platform excels in streamlining the creation, review, and management of legal documents. With an exhaustive collection of templates at your fingertips, manual data entry becomes a thing of the past, replaced by accuracy and professionalism.
- Robust security measures: Security is a top priority with Briefpoint, which is why we offer end-to-end encryption to protect your documents, automatic backups, payment security, and other tight measures.
- Scalability and support: Briefpoint is designed to grow with your law firm, handling increasing document volumes and additional users seamlessly. Exceptional customer support, including training resources and a dedicated support team, makes sure that you always have the help you need.
- Easier response collection: Briefpoint Bridge is a built-in feature that lets you translate interrogatories into easy-to-understand language, send them to your client, and plug in their responses directly into your draft.
How to Use Briefpoint
Using Briefpoint is straightforward and efficient, thanks to its advanced machine learning and AI capabilities. Here’s a step-by-step guide to help you get started:
Step 1: Upload Your Discovery Request
Begin by uploading your discovery request document to Briefpoint. The platform’s machine-learning AI system will immediately start scanning and extracting information from your document. This includes:
- Court name: Automatically applies local formatting rules.
- Case number: Extracts and inputs the case number.
- Parties: Identifies and records the involved parties.
- Request type: Recognizes whether it’s an RFA, RFP, Interrogatory, or Form Interrogatory.
- Set number: Extracts the set number and much more.
Step 2: Briefpoint’s AI Suggests and Writes Objections
Once the AI system has created a caption and filled out some of the routine data within your brief, including the requests or interrogatories, you can let Briefpoint handle the objections.
Simply click “Suggest,” and Briefpoint’s patented AI system chooses and writes the appropriate objections to each of your opposing counsels’ requests. This streamlined process helps you efficiently complete your responses with minimal manual effort.
Step 3: Open in Word
At any point during the process, you can download your document and open it in Word. This allows you to finish any remaining details on your computer. You’ll receive a properly formatted, mostly-completed brief that’s ready for final touches or even for filing.
Unlimited Savings With the Right Document Automation System
Discovery responses cost firms $23,240, per year, per attorney. $23,240 estimate assumes an associate attorney salary of $150,000 (including benefits – or $83 an hour), 20 cases per year/per associate, 4 discovery sets per case, 30 questions per set, 3.5 hours spent responding to each set, and 1800 hours of billable hours per year.
Under these assumptions, you save $20,477 using Briefpoint, per year, per attorney.
Test Briefpoint yourself by scheduling a demo here.
FAQs About Document Automation Tools
What is legal document automation software?
With document automation software, the heavy lifting is taken care of⎯you simply review, revise, and repeat, minus the manual hassle. Client information and legal forms are a thing of the past⎯now, you’ve got more time to tackle the more important stuff.
What key features should I look for in document automation software?
Look for template management, integration capabilities, document assembly collaboration tools, version control, e-signatures, data merge, a smooth document creation process, and conditional logic.
These features help ensure your documents are accurate, up-to-date, and easy to access. They also make it easier to collaborate, reduce manual data entry, and minimize the chance of errors in document creation.
How does document automation improve client satisfaction?
It speeds up document creation, reduces errors, and provides timely, accurate documents, which boosts client trust and satisfaction.
Clients love getting well-prepared documents quickly, reflecting well on your firm’s efficiency. Sweeping away annoying delays and mistakes, document automation paves the way for stronger, more authentic client bonds.
What is a document management software?
A Document Management System (DMS) is software that helps organizations store, manage, and track electronic documents. It provides features for organizing, retrieving, and securing documents, facilitating efficient document handling, and ensuring compliance with regulatory requirements.
The information provided on this website does not, and is not intended to, constitute legal advice; instead, all information, content, and materials available on this site are for general informational purposes only. Information on this website may not constitute the most up-to-date legal or other information.
This website contains links to other third-party websites. Such links are only for the convenience of the reader, user or browser. Readers of this website should contact their attorney to obtain advice with respect to any particular legal matter. No reader, user, or browser of this site should act or refrain from acting on the basis of information on this site without first seeking legal advice from counsel in the relevant jurisdiction. Only your individual attorney can provide assurances that the information contained herein – and your interpretation of it – is applicable or appropriate to your particular situation. Use of, and access to, this website or any of the links or resources contained within the site do not create an attorney-client relationship between the reader, user, or browser and website authors, contributors, contributing law firms, or committee members and their respective employers.
Legal Billing Software: What You Need to Know (+ 7 Best Options)
Legal Billing Software: What You Need to Know (+ 7 Best Options)
Managing billing at a law firm can be tricky. With multiple clients, trust accounts, and countless billable hours to track, it’s easy to feel overwhelmed. And the truth for most of the legal industry: Managing invoices and payments manually isn’t just time-consuming; it’s a recipe for errors and delays.
Legal billing software is specifically designed to simplify these challenges. It handles everything from tracking time to managing payments so you can stay organized and avoid mistakes.
In this guide, we’ll break down what legal billing software is, why it’s different from regular accounting tools, and how it can benefit your firm. Plus, we’ve rounded up seven top options to help you find the best fit for your practice!
What Is Legal Billing Software?
Legal billing software is made specifically for law firms to handle billing, payments, and trust accounts. It helps track billable hours, send out invoices, and manage payments without all the hassle.
Unlike regular accounting software, it’s built with law firms in mind, including features to keep things compliant and organized.
Here’s what it can do:
- Makes it easy to log billable hours
- Generate clear, professional bills for clients
- Keep client funds properly organized
- Check payments, balances, and expenses with a few clicks
- Works with case management systems to save time
In short, legal billing software helps you stay on top of your billing, avoid errors, and spend more time focusing on your clients.
How Does It Differ From Regular Accounting Software?
Legal billing software is tailored specifically to the unique needs of law firms, while regular accounting software is more general and designed for businesses across various industries.
One major difference is time tracking. Legal billing software lets you track billable and non-billable hours accurately, which helps make sure your invoices reflect the work done for each client—something standard accounting software typically doesn’t offer.
Another key feature is trust accounting, which is critical for law firms to manage client trust funds and comply with legal regulations. Generic accounting tools aren’t equipped to handle this.
Additionally, legal billing software provides specialized reports, such as case-specific cost breakdowns and client expense summaries, which go beyond the standard financial reports found in regular tools.
Many legal billing platforms also integrate with case management systems to organize workflows in a way that generic software often can’t. These differences make legal billing software a much better choice for law firms.
Why Do Law Firms Need Legal Billing Software?
Legal billing software isn’t just convenient—it’s essential for law firms aiming to stay organized, save time, and improve accuracy. Here’s why it’s worth the investment:
Accurate Billing
Tracking every billable minute manually can be a real headache. It’s easy to miss a few minutes here and there, and those small errors can add up to big losses over time. Plus, mistakes in the legal billing process can lead to client disputes, which no one wants to deal with.
Legal billing software takes the kinks out of the process. It tracks your time automatically, so you know exactly how many hours you’ve worked and can create accurate, detailed invoices.
Clients appreciate clear, transparent billing, and you’ll avoid awkward conversations about charges that don’t add up. On top of that, you’ll get paid for every minute of the work you’ve done.
Time Savings
Creating invoices and tracking payments manually can take up hours you could spend on client cases or other important work. Legal billing software simplifies these tasks by automating time tracking, invoice generation, and payment reminders, making the process much quicker and easier.
With everything handled in just a few clicks, you save countless hours that would’ve been spent on repetitive administrative work. Automation also helps reduce errors, so you’re not stuck fixing mistakes later.
By freeing up your schedule, legal billing software lets you focus on your clients and their cases without getting bogged down by tedious billing tasks.
Better Cash Flow
Legal billing software improves cash flow by taking the hassle out of getting paid. Here’s how it helps:
- Automated reminders: The software sends reminders to clients automatically, which helps reduce delays.
- Online payment options: Clients can pay instantly through secure online portals, making the process faster and more convenient.
- Fewer overdue invoices: With clear invoices and easy payment methods, clients are less likely to miss deadlines.
By combining these features, legal billing software keeps the payments coming in on time, so your firm runs smoothly without the stress of unpaid bills.
Trust Account Management
Managing client trust funds comes with a lot of responsibility, and even small mistakes can lead to serious issues. Legal billing software makes trust account management much simpler by organizing funds and making sure everything stays compliant with legal standards.
It tracks deposits and withdrawals accurately, so you always know where client funds stand. Many tools also include built-in safeguards to prevent errors, such as mixing trust funds with operating funds. This helps maintain compliance and gives you peace of mind knowing everything is handled properly.
Detailed Reporting
Legal billing software takes the guesswork out of understanding your firm’s financial health by providing detailed reports. These reports give you a clear breakdown of case expenses, client payments, and outstanding balances, all in one place. Instead of sifting through spreadsheets or scattered data, you can access organized insights with just a few clicks.
Whether you’re checking which clients have unpaid invoices, analyzing case profitability, or planning budgets, these reports make it easy to see where things stand. The ability to quickly pull up accurate financial information saves time and helps you make better decisions for your firm.
Our Top 7 Picks for Legal Billing Software
Choosing the right legal billing software can make a big difference in how efficiently your firm operates. With so many options available, it’s important to find a tool that fits your specific needs. Below, we’ve highlighted some of the best legal billing software options.
1. Clio
Clio is a versatile legal practice management platform that offers tools for case management, document organization, client communication, and more.
While it’s not primarily a billing software, Clio includes great billing features designed to simplify invoicing, time tracking, and trust account management.
Source: G2
Key Features
- Time tracking and billing: Track billable hours precisely and generate detailed invoices tailored to your clients.
- Customizable invoice templates: Create professional, branded invoices that reflect your firm’s style and include all necessary details.
- Secure client portal: Provide clients a secure space to view invoices, share documents, and communicate directly with your firm.
- Trust accounting management: Keep client funds compliant and organized with tools to separate trust and operating accounts.
- Integration with popular tools: Sync with QuickBooks, Google Workspace, Zoom, and more to optimize your workflows.
Pros
- Easy to use, even for those new to legal billing software.
- Excellent customer support for troubleshooting and setup.
Cons
- Pricing can be high for smaller firms or solo practitioners.
- Advanced features may require a steeper learning curve.
Pricing
Clio offers plans starting at $49 per user per month which includes a basic legal billing system, as well as flexible payment options.
2. Timesolv
Timesolv is online legal billing software designed to help law firms easily manage their billing processes. This billing solution is particularly well-suited for smaller firms and solo practitioners as it balances affordability and functionality.
Source: G2
Key Features
- Cloud-based access: Work from anywhere with secure access to time tracking, billing, and client data, whether on a computer or mobile device.
- Advanced time tracking: Log billable and non-billable hours accurately with built-in timers and manual entry options.
- Split billing: Easily divide invoices between multiple clients or matters, making complex billing scenarios hassle-free.
- Trust accounting tools: Track client trust funds with tools to maintain compliance and keep funds organized separately from operating accounts.
- Detailed reporting: Generate reports on billing, payments, and firm performance to get a clear picture of your financial health.
Pros
- Affordable for smaller firms and solo attorneys.
- Offers strong data security features.
Cons
- Limited customization options for invoices.
- Can feel basic for larger firms needing advanced features.
Pricing
Timesolv’s pricing starts at $49.99 for up to four users. The starting plan includes trust accounting, unlimited clients, and integration with other legal management software.
3. Lawpay
Lawpay is a payment processing solution built specifically for law firms and focuses on making transactions easy and compliant. It’s not complete legal office billing software, but it works seamlessly alongside your existing tools to simplify payment collection and trust accounting.
Source: G2
Key Features
- Secure payment processing: Accept credit card payments, ACH transfers, and eChecks, all while making sure client funds are handled securely.
- Trust account compliance: Automatically separates earned and unearned funds to help you meet trust accounting requirements without the risk of commingling.
- Customizable payment pages: Create branded payment pages for your website to provide a professional and convenient experience for clients.
- Recurring payment options: Set up recurring billing for ongoing matters, which reduces administrative tasks.
- Detailed transaction reporting: Track all payments and deposits in real time so it’s easier to manage finances and maintain accurate records.
Pros
- Simplifies trust accounting for compliance.
- Easy to set up and use for legal professionals.
Cons
- Limited features compared to all-in-one billing software.
- Pricing may feel high for firms looking for more comprehensive tools.
Pricing
Lawpay offers plans starting at $19 per month, including features like trust account protection, unlimited users, and customizable website payment pages.
4. Smokeball
Smokeball is a cloud-based legal practice management software that offers tools for billing, case management, and document automation. While it’s known for its comprehensive features, its billing functionality stands out with automatic time tracking and pre-built templates.
Source: G2
Key Features
- Automatic time tracking: Captures all billable and non-billable hours without requiring manual input.
- Pre-built invoice templates: Create detailed and professional invoices quickly, with options to include time entries, expenses, and case-specific details.
- Case and matter management: Organize all case-related files, deadlines, and communications in one centralized platform.
- Document automation: Generate legal documents quickly with pre-built templates tailored for various practice areas.
- Trust accounting management: Easily handle client trust funds with tools designed to ensure compliance and accuracy.
Pros
- Great for small teams needing simple but powerful tools.
- Intuitive interface that’s easy to navigate.
Cons
- Lacks advanced reporting features found in larger platforms.
- Pricing can be steep for firms with limited budgets.
Pricing
Smokeball’s pricing is not currently publicly available.
5. FreshBooks
FreshBooks is a popular accounting and invoicing platform ideal for solo attorneys and small law firms.
It’s not designed exclusively for legal professionals, but its intuitive interface and billing features make it a great option for those who need simple, straightforward tools for managing invoices, payments, and expenses.
Source: G2
Key Features
- Expense tracking: Easily log and categorize firm expenses to keep your finances organized and track costs against budgets.
- Automated invoice reminders: Sends friendly reminders to clients automatically to help you get timely payments without the need for manual follow-ups.
- Multi-currency and multi-language support: Perfect for firms with international clients as it offers flexibility in billing for different currencies and languages.
- Online payment options: Accept payments via credit cards, ACH transfers, or payment gateways, which makes it easy and convenient for clients to pay invoices.
- Detailed financial reporting: Provides insights into income, expenses, profit margins, and outstanding balances.
Pros
- Easy to use, even for those without accounting experience.
- Affordable pricing plans for solo practitioners.
Cons
- Limited legal-specific features compared to dedicated legal billing tools.
- Trust account management requires additional setup.
Pricing
FreshBooks starts at $4.75 per month, offering a budget-friendly solution for small firms or solo attorneys looking for essential billing and invoicing features like expense tracking and invoices. For more advanced features, the Premium plan starts at $15 per month.
6. PointOne
PointOne is an AI-driven platform that automates timekeeping and billing for law firms. Its goal is to optimize efficiency and profitability by reducing administrative burdens and ensuring accurate time capture.
Source: Pointone.com
Key Features
- Automated time tracking: PointOne passively records all work activities, capturing billable time without manual input, which helps reduce administrative tasks.
- AI-powered pre-bill review: The platform uses artificial intelligence to review pre-bills, suggesting edits to improve bill quality and compliance with client guidelines.
- Integration: PointOne integrates with existing billing software and practice management systems.
- Real-time collaboration: The platform offers features that allow team members to collaborate on billing matters for better alignment and transparency within the firm.
Pros
- Automates time capture, ensuring all billable activities are recorded.
- AI-driven reviews help produce precise and compliant bills, reducing errors and disputes.
- Frees up time by automating timekeeping and billing processes, boosting productivity.
Cons
- Implementing new AI-driven tools may require an adjustment period for staff.
- Integration compatibility may vary with some existing firm software.
Pricing
PointOne currently does not have its pricing publicly listed.
7. Ajax
Ajax is AI-powered timekeeping software designed to automate time tracking for legal professionals. It runs quietly in the background and captures all work activities. The platform generates accurate timesheets with detailed narratives, which helps lawyers focus more on their practice and less on administrative tasks.
Source: Joinajax.com
Key Features
- Automated time tracking: Ajax passively records all work activities, including brief tasks that are often overlooked.
- Detailed timesheet generation: The software creates precise timesheets with narratives, matching recorded activities to the relevant client matters, which improves billing accuracy.
- Integration: Ajax integrates with popular practice management and billing systems to organize workflows and reduce the need for multiple platforms.
- User-friendly interface: Designed with simplicity in mind, Ajax offers an intuitive user experience, making it easy for legal professionals to adopt and utilize effectively.
Pros
- Tracks every task accurately, even small ones often overlooked.
- Generates detailed, client-friendly timesheets.
- Saves time by automating repetitive timekeeping tasks.
Cons
- Integration options are limited with certain third-party tools.
- Requires a learning period to understand all features fully.
Pricing
Ajax currently doesn’t offer public pricing information.
Automate Parts of Your Discovery Process With Briefpoint
Legal billing software handles invoicing and payments, but Briefpoint goes beyond that by tackling one of the most time-intensive tasks for law firms: discovery responses.
Managing discovery work often requires answering dozens of questions for every case across multiple discovery sets. It’s a tedious process that eats into your team’s valuable time and resources.
Briefpoint automates much of this work, simplifying the process and reducing the manual effort involved. With fewer hours spent on repetitive tasks, your team can focus on higher-value activities that truly impact your clients and cases.
Want to see how it works? Schedule a demo here and discover how Briefpoint can help your firm work smarter.
Take Care of Your Law Firm Finances With Briefpoint
Discovery responses cost firms $23,240, per year, per attorney. $23,240 estimate assumes an associate attorney salary of $150,000 (including benefits – or $83 an hour), 20 cases per year/per associate, 4 discovery sets per case, 30 questions per set, 3.5 hours spent responding to each set, and 1800 hours of billable hours per year.
Under these assumptions, you save $20,477 using Briefpoint, per year, per attorney.
Test Briefpoint yourself by scheduling a demo here.
FAQs About Legal Billing Software
How much does legal billing software cost?
The cost of legal billing software varies depending on the features and size of your firm. Prices typically start around $15 to $40 per user per month for basic plans, with more advanced options costing more.
What is legal billing software?
Dedicated legal billing software is a specialized tool designed to help law firms track billable hours, create invoices, accept online payments, and manage trust accounts. It’s tailored to meet the unique needs of legal professionals, ensuring compliance with industry standards.
What software do most law firms use?
Popular options for law firms include Clio, Timesolv, Lawpay, Smokeball, and FreshBooks. These tools are widely used because they offer features like time tracking, invoicing, and trust accounting, all essential for running a law practice smoothly.
What is considered legal billing?
Legal billing refers to the process of tracking billable hours, expenses, and payments for legal services provided to clients. It includes generating invoices, managing trust accounts, and ensuring accurate payment collection for the work performed.
How can legal professionals manage invoicing more efficiently?
Legal professionals can manage invoicing more efficiently by using legal billing software. These tools automate time tracking, invoice creation, and payment reminders, ensuring that invoices are accurate and sent on time. Features like customizable templates and detailed reporting also make it easier to handle client billing with less effort.
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