5 Affordable and Effective Legal Software For Small Firms

5 Affordable and Effective Legal Software For Small Firms

Running a small law firm means juggling multiple tasks—handling cases, managing clients, and keeping track of documents—all while staying on top of billing and legal research.

It can feel like you’re constantly racing against the clock.

Legal software can change that. The right tools help simplify your daily operations, save time, and reduce stress.

Whether it’s automating repetitive tasks or keeping your files organized, legal software allows you to focus on growing your law firm by delivering excellent services to your clients.

Let’s dive into the essential software small yet modern law firms need to stay efficient and competitive!

lawyer working at the office

What is Legal Software and Why Is It Important?

Legal software is a type of technology designed specifically for law firms, legal professionals, and other legal organizations to help manage their daily tasks, processes, and responsibilities more efficiently.

This software can include a wide range of tools, from document management and billing systems to case management and legal research platforms.

Each type plays a role in making a law firm more efficient, but how exactly?

  • Time-saving: Automates repetitive tasks like document drafting and billing to free up time for more important work.
  • Organization: Keeps cases, client information, and documents neatly organized and easily accessible.
  • Improved accuracy: Reduces human error in tasks like document generation and financial calculations.
  • Increased efficiency: Streamlines processes like case management and legal research, allowing firms to handle more work in less time.
  • Enhanced collaboration: Allows for better team coordination with shared access to case files and documents.
  • Better client management: Helps track client interactions, ensuring timely follow-ups and improved client communication.

5 Software Types Every Small Law Firm Needs

Solo practitioners and small law firms have specific software needs to keep their operations smooth and efficient, and they may not be the same tools that large or even midsize law firms need.

Here are the five essential types of software every small law firm should consider:

1. Document Automation Software

If you find yourself spending hours drafting the same type of legal documents over and over again, document automation software will be a valuable investment for your firm.

Instead of manually creating contracts, forms, or letters from scratch, you can automate the whole process. This not only saves you a ton of time but also helps make sure that every document is accurate and consistent.

Best option: Briefpoint shortens discovery document drafting from hours to only minutes. By using artificial intelligence to pull in case-specific information, it automates the whole process.

This means you can quickly generate professional, polished documents without worrying about mistakes or inconsistencies, including:

Test Briefpoint yourself by scheduling a demo here.

How does it work? You upload your discovery request, and Briefpoint will fill out all the routine details, including requests or interrogatories.

Then, you can add objections to each request with a built-in menu. You can download your document any time to add finishing touches to Word.

Briefpoint

Want to speed up the collection of client responses? Briefpoint Bridge is a built-in feature that lets you select interrogatories that need responses, translate them into plain English, and send them to your client.

Once your client responds, Bridge will plug their responses into your document for you. Yes, that means no more back-and-forth emailing!

Scheduling a demo here.

2. Law Practice Management Software

Running a law firm, even a small one, can feel like juggling a dozen tasks at once—managing cases, tracking deadlines, communicating with clients, and keeping everything organized.

Law practice management or matter management software is your go-to tool for keeping all those balls in the air.

It helps you stay on top of your cases, schedule, and client relationships without getting overwhelmed.

Best option: Clio is one of the best law practice management software for small or solo law firms when it comes to practice management. It’s essentially a digital assistant that handles administrative tasks like:

  • Case management
  • Time tracking
  • Billing and invoicing
  • Client portal
  • Document management
  • Calendar and task management

With Clio, you can easily manage all your client data, set reminders for important deadlines, and even track billable hours in one platform.

It’s designed to keep your firm running smoothly, letting you focus more on your legal work and less on administrative headaches. Clio also integrates with other tools, which makes it a powerful hub for your firm’s operations.

3. Billing and Accounting Software

Managing billing and accounting can be a real headache for small law firms, especially when you’re dealing with different clients, billing rates, and expenses.

Billing and accounting software takes the stress out of the process by automating tasks like tracking billable hours, generating invoices, and keeping your firm’s financials in check.

Best option: TimeSolv is a top choice for small firms that want an easy way to manage their billing and accounting. It’s built to help you track time, create invoices, and get paid faster. Here’s a rundown of its features:

  • Time tracking
  • Invoicing
  • Expense management
  • Trust accounting
  • Financial reports
  • Payment integration

Plus, it’s cloud-based, so you can access your billing info anytime, anywhere.

team working

4. Legal Research Software

Legal research can be one of the most time-consuming tasks for any law firm, but it’s crucial for building strong cases.

Small law firms often don’t have the luxury of a full-time research team, which is why having the right legal research software is a game-changer. It helps you find relevant case law, statutes, and legal precedents quickly and efficiently.

Best option: Casetext is a fantastic legal research tool that uses AI to help you find case law, statutes, and legal briefs in a fraction of the time.

Unlike traditional research platforms, Casetext is designed to be user-friendly and affordable, making it perfect for small firms. Here are a few key features:

  • AI-powered research
  • Brief analysis
  • Smart search

Its AI-powered search engine, CARA, delivers relevant case results tailored to your specific queries, helping you save time while ensuring you get accurate and up-to-date legal information.

5. Document Management Software

Managing legal documents is critical for any law firm, especially when you have to organize client files, contracts, and case-related paperwork. Without proper document management, things can quickly become chaotic.

Document management software helps small law firms store, organize, and retrieve documents efficiently so that everything is easily accessible and securely stored.

Best option: MyCase is a comprehensive document management solution perfect for small law firms. It offers a centralized platform for storing, sharing, and organizing all your case-related documents.

  • Centralized document storage
  • Secure sharing
  • Client portal
  • Document templates
  • Integration with legal practice management software

What makes MyCase stand out is its ability to integrate document management with case management and client communication, which makes it a complete solution for small firms looking to streamline operations.

Plus, it’s cloud-based, so you can access your documents from anywhere at any time.

Balancing Quality and Cost For Small Law Firm Software

For small law firms, it’s essential to strike a balance between quality and cost when choosing software.

You want tools that are reliable, easy to use, and packed with features, but you don’t want to blow your budget on software that’s too pricey or loaded with unnecessary extras.

The good news is that there are plenty of affordable options that deliver high-quality performance without emptying your wallet.

When evaluating software, consider what your firm truly needs.

For example, if you’re looking for document automation or case management software, you don’t need the most expensive option on the market—you need one that gets the job done efficiently.

The trick is to focus on software that offers the essential features you need while keeping the price manageable.

Here are a few tips to keep in mind:

  • Start with the basics: Look for software that covers the essentials (like document management and billing), and avoid paying for features you won’t use.
  • Check for scalability: Make sure the software can grow with your firm. You don’t want to switch tools every time your needs expand.
  • Look for cloud-based solutions: Cloud-based software often comes at a lower cost and allows for more flexibility, especially when you need access on the go.
  • Free trials and demos: Always try out software with free trials or demos to make sure it fits your needs before committing to a purchase.
  • Compare pricing plans: Some software tools offer tiered pricing, so you can choose a plan that aligns with your firm’s size and budget without sacrificing key features.

Factors to Consider When Building Your Law Firm Tech Stack

When you’re building the tech stack for your small law firm, choosing the right software can make or break your productivity.

It’s important to consider several factors to ensure the tools you pick work together seamlessly, fit your budget, and serve your firm’s unique needs.

Here are some key points to think about as you build your tech stack:

Ease of Use

Your software should be intuitive and easy to learn. The last thing you want is to spend hours figuring out how to navigate a tool or, worse, spend days training your team. Look for software with a simple interface and clear instructions.

Integration with Other Tools

Your law firm likely uses multiple tools, so it’s important that your software integrates smoothly with others.

For example, your document management software should connect with your billing or case management tool so you’re not entering the same information in multiple places. Integration cuts down on errors and saves time.

Security

Since law firms handle sensitive client information, your software needs to be secure. Make sure the tools you choose offer features like encryption, secure cloud storage, and user authentication.

Data breaches can not only damage your firm’s reputation but also result in legal issues, so security should be a top priority.

Scalability

As your firm grows, your software should be able to grow with it. Look for tools that offer different pricing plans or features that scale as your firm takes on more cases and clients.

Avoid software that’s too rigid or meant only for small operations if you plan to expand.

Customer Support

When issues arise, you’ll want quick and helpful customer support.

Make sure the software provider offers reliable support options, such as live chat, phone, or email, so you’re never left hanging when you need help.

Cost and Budget Fit

Your tech stack should be affordable, but that doesn’t mean going for the cheapest option. It’s better to focus on value — how much time will this tool save?

team working

Will it help you manage cases better? Sometimes, paying a little more for a robust tool can lead to more savings in the long run by improving efficiency.

What Software Will You Need as Your Law Firm Expands?

As your law firm grows, so do the demands on your time, resources, and technology.

The tools that worked when your firm was small may not be enough to handle the increased workload and complexity that comes with expansion. That’s where upgrading your software becomes essential.

Here’s a look at the types of software your law firm will need as it expands:

Advanced Case Management Software

As your caseload increases, staying organized becomes more challenging.

Advanced case management software will help you track and manage everything in one place, from client information and case notes to deadlines and documents.

This software allows multiple team members to collaborate seamlessly so everyone is on the same page with real-time updates.

By automating repetitive tasks and streamlining workflows, case management systems help you stay on top of deadlines and avoid the risk of something slipping through the cracks.

With detailed reporting tools, you’ll also be able to track case progress and performance metrics effortlessly.

Billing and Accounting Software

More clients mean more billing, and as your law firm expands, managing finances can become increasingly complicated. That’s why billing and accounting software is a must.

It automates invoicing, tracks billable hours, and manages expenses, ensuring that your financial records are always up-to-date.

Additionally, it handles trust accounts and generates comprehensive financial reports, which are key for transparency and regulatory compliance.

This software helps make sure clients are billed accurately and on time, which is critical for maintaining your firm’s cash flow as you grow.

Client Relationship Management (CRM) Software

As your client base expands, keeping track of client communications and follow-ups can become overwhelming.

CRM software designed for law firms helps you manage client relationships from the first point of contact through to ongoing case management.

It records communication histories, sends automatic reminders for follow-ups, and ensures no important client interactions are missed.

Cybersecurity Software

The more your firm grows, the more sensitive data you’ll need to protect. Cybersecurity is non-negotiable, especially when dealing with confidential client information.

Cybersecurity software protects your firm from threats such as hacking, phishing, and malware. It also helps ensure compliance with data privacy regulations, which is crucial for maintaining your firm’s reputation and client trust.

Encryption, secure cloud storage, firewalls, and user authentication are just a few of the security measures included in top cybersecurity solutions to keep your data safe from breaches.

Document Management Software

With more cases comes more paperwork. As your firm expands, managing legal documents can quickly turn into a logistical nightmare without a proper system in place.

Document management software centralizes all your documents, making it easy to store, organize, and retrieve files.

Whether cloud-based or on-premises, this software makes sure that documents are stored securely and that the most up-to-date versions are always accessible.

It also makes sharing files with team members more efficient and secure.

Modernize Your Law Firm With Briefpoint

Running a small law firm comes with a lot of responsibilities, but the right legal software can make things a whole lot easier.

From automating documents with Briefpoint to managing cases with Clio or handling billing through TimeSolv, having the right tools in place can save you time, reduce stress, and help you focus on what matters most — serving your clients.

Now, start with the task that takes up the most of your time.

If it’s discovery document drafting, look no further than Briefpoint. With its powerful features designed to cut hours of work down to just minutes, it’s the perfect solution for small law firms looking to maximize efficiency without sacrificing quality.

Ready to see how Briefpoint can transform your law firm? Book a demo today and experience the ease of automated document drafting firsthand!

Maximize Efficiency and Cost-Effectiveness 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 Software For Small Law Firms

What is legal software, and why do small law firms need it?

Legal software is designed to help law firms manage everyday tasks like case management, document drafting, billing, and research. Small law firms can greatly benefit from legal software as it helps streamline operations, saves time, and improves organization, allowing them to serve clients more efficiently.

Can small law firms afford legal software?

Absolutely. Many legal software providers offer affordable pricing plans tailored to the needs of small firms. Plus, many tools offer free trials, so you can test them before committing. By improving efficiency and saving time, legal software can actually save you money in the long run.

How does document automation software work?

Document automation software allows you to create legal documents quickly using pre-set templates and case-specific data. Instead of drafting each document from scratch, the software automatically generates them, saving time and reducing the risk of errors. Tools like Briefpoint are excellent for this.

Is my data safe when using legal software?

Yes, reputable legal software companies prioritize security. Look for tools that offer features like data encryption, secure cloud storage, and two-factor authentication to protect your sensitive information.

How do I choose the right legal software for my growing firm?

Start by assessing your specific needs. Look for tools that address key areas like case management, billing, document management, and client communication. Ensure that the software is scalable, meaning it can grow with your firm as your needs increase. Check for ease of use, integration with other tools, and strong customer support. Most importantly, consider security features to protect sensitive client data. Trying out free trials or demos can also help you decide if the software fits your workflow before committing.

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.

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8 Types of Legal Tech Software Every Law Firm Needs

8 Types of Legal Tech Software Every Law Firm Needs

The legal tech space transforms law firms’ operations by simplifying tasks, maximizing productivity, and improving client service. 

Ten years have seen incredible innovation in legal tech, And the results are undeniable⎯greater efficiency and better outcomes.

So, how far have we come?

Let’s talk about the different types of law firm software that have become more than necessary in the legal profession.

businessman working on a laptop

What is Legal Tech?

The rise of legal tech has transformed how lawyers work by providing innovative solutions that simplify their workload and free up more time for what matters most.

For law firms and legal practitioners, getting bogged down in paperwork and tedious administrative tasks is a thing of the past. 

These powerful tools free up more hours in the day, allowing them to concentrate on delivering top-quality results to their clients.

From intuitive document automation tools to robust CRM systems, there’s a whole slew of tech waiting to optimize your legal workflows⎯through advanced legal research platforms, eagle-eyed contract review software, and seamless billing and accounting solutions, to name a few.

In the past decade, law firms have been pushed to adapt at an unprecedented pace, and it’s leading to a client-centric culture where meeting expectations is just the starting point.

Imagine having more hours in the day to focus on high-stakes cases, settle disputes, or simply run your practice smoothly. These cutting-edge software solutions promise to bring attorneys a new era of productivity and clarity.

So, what does the current tech landscape look like in the legal industry?

8 Types of Legal Technology

Legal software is an umbrella term for tech solutions that aim to make life easier in law firms and legal departments.

In 2024, there are far too many to dissect one by one, but we’re going to focus on the essential tools every law firm needs in their tech stack:

1. Document Automation

Document automation is a type of technology that simplifies the process of creating and managing legal documents. Imagine cutting out the repetitive, mundane tasks of drafting contracts, filling out forms, and making sure everything is formatted correctly.

With document automation, all these tasks are handled by software, which allows you to generate documents quickly and accurately with just a few clicks.

Legal professionals know that tiny clerical errors can snowball into crippling problems. But if we put this technology to work, these potential landmines will be painstakingly dissected, leaving only error-free documents in their wake. 

Plus, it pulls in relevant information from your client management system or legal databases so that all necessary details are included without you having to manually input them.

Briefpoint.ai

Briefpoint is one of the easiest solutions available for handling discovery requests and cutting the time needed from hours to just minutes. 

Briefpoint

To use it, simply upload a discovery request, select your objections and responses, and download the Word document. After that, all that’s left is to sign and serve.

There’s also Briefpoint Bridge, which eliminates the hassle of acquiring, receiving, and inputting client responses into discovery documents.

With this feature, you can have Briefpoint translate the requests into plain English and send them to your clients to collect their responses. and  Once your client has added their responses, Briefpoint adds them to your response document and you’re done.

All without the hassle of back-and-forth or manually written emails.

Currently, Briefpoint lets you automate the preparation of responses to and propounding sets off:

Test Briefpoint yourself by scheduling a demo here.

2. Client Relationship Management

Effective client relationships rely on one crucial element: keeping track of interactions and managing expectations⎯a feat made effortlessly possible by CRM. 

A CRM system is central to law firms. It keeps all client interactions and data in one place, making it easy to log conversations, schedule meetings, and optimize daily tasks.

A CRM that delivers gives you a single, seamless view of each client’s history so you can spot patterns, remember important details, and respond with a personal touch.

Scheduling tools help manage appointments and deadlines efficiently, while task management features ensure nothing is overlooked.

Take client satisfaction to new heights with automated reminders and follow-ups that are as thorough as they are timely. 

More importantly, clients trust you with their most valuable data – that’s why modern CRMs take that responsibility seriously and integrate robust security features that cover every base and surpass regulatory standards.

Additionally, analytics and reporting tools provide insights into client behavior and firm performance, which can help you make informed decisions and improve your client relationship strategies.

Clio

What sets law firms up for success? A robust CRM like Clio empowers lawyers to prioritize their work, foster strong relationships, and drive business results.

For one, it keeps all your client info in one place, so it’s easy to stay on top of things. Managing your contacts was much easier – you can now book appointments, monitor your conversations, and stash away crucial documents.

Clio is built to integrate with other legal tech tools, so you can stop juggling tasks and focus on core ones. 

Whether you’re following up with a new lead or maintaining contact with a long-time client, Clio helps make sure that nothing slips through the cracks and every interaction is recorded.

3. Law Firm Management

Picture this: lawyers juggling phone calls with clients, court dates, and account ledgers, all while trying to keep their firm financially fit and running smoothly.

Law firm or practice management software simplifies and organizes these tasks, which, in turn, makes it easier to run your practice efficiently

Fortifying your daily operations with the right tools and strategies can help you stay one step ahead of the competition. This is the key to unlocking peak productivity and improving client satisfaction.

MyCase

MyCase simplifies the complexities of running a legal practice. Imagine having all your case details, documents, and communications in one place.

MyCase puts case information right at your command so you can update and access it on a whim and stay organized. 

Aside from communication and document management, time and expense tracking is also a breeze with MyCase. You can log billable hours and expenses directly into the system so your billing is always accurate and timely. 

Speaking of billing, MyCase makes generating invoices quick and easy. Create detailed invoices, send them to clients, and track payments all in one platform.

Thanks to MyCase’s secure messaging and client portal, communication with clients is seamless. Keep your clients informed and engaged to improve their overall experience with your firm. 

Document management is another highlight of MyCase. You can store, organize, and share documents securely, making sure all your important files are easily accessible and protected.

4. Legal Research

At the core of every law practice lies a crucial activity: legal research. 

Effective legal services start with thorough investigations. To decide with confidence, you need to dig up and dissect laws, regulations, and past court decisions that back up your argument.

Building a strong legal case requires more than piecing together a few facts—it demands a comprehensive understanding of the law, and that’s where diligent research comes in.

With modern research tools, the grind is replaced by a powerful workflow that produces comprehensive results in record time.

Westlaw

Westlaw is a leading legal research tool that has become indispensable for many law firms. It provides access to an extensive database of legal information, including case law, statutes, regulations, and legal journals.

With Westlaw by their side, law firms can slice through the noise and find the legal insights they need. Suddenly, the insights you need are just a click away. 

With an enormous collection of case law, statutes, regulations, and prominent legal journals at your command, you’ll be better equipped to tackle complex cases.

One of the standout features of Westlaw is its KeyCite tool, which helps you verify the validity of case law. With KeyCite, you can see how subsequent courts have treated a case, so you can rely on solid legal precedents.

5. Contract Review and Management

Law firms must balance impeccable contract review with effective management to avoid careless oversights and guarantee comprehensive agreements.

Traditionally, this process could be labor-intensive and time-consuming, involving meticulous manual work to spot potential issues and ensure compliance with laws and regulations. 

However, modern tools have revolutionized this process, making it far more efficient and less prone to errors.

In today’s legal world, contracts are being revamped with the power of artificial intelligence and machine learning, pushing the boundaries of what’s possible in contract management. 

Ironclad

With Ironclad, contract management becomes a whole lot easier – we’re talking automation of drafting, approvals, and everything in between. For fast and easy contract creation, set up templates for your standard agreements. 

Plus, this tool seriously boosts collaboration, as multiple team members can tackle a contract together, and all changes are tracked live.

Ironclad’s review capabilities are particularly powerful. With AI doing the heavy lifting, this solution identifies essential keywords and provisions, making it virtually impossible to miss anything. 

man taking notes

This feature acts as a safety net to catch potential problems and align contracts with your firm’s regulations and standards.

Once contracts are finalized, Ironclad makes it easy to manage them throughout their lifecycle. You can track important dates, such as renewal or termination deadlines, and set up automated reminders to ensure that no critical tasks are missed.

6. Billing and Accounting

Managing billing and accounting is crucial for any law firm. It involves tracking billable hours, managing expenses, generating invoices, and keeping financial records accurate and up-to-date.

These tasks, while essential, can be time-consuming and prone to errors if done manually.

Imagine tackling financial tasks with ease, minus the worry of costly errors–that’s exactly what modern billing and accounting software can do for you.

QuickBooks

QuickBooks is a popular tool for law firms to manage billing and accounting efficiently. Stay on top of your time and money with a system that effortlessly tracks hours, expense management, and speedy invoice generation.

With QuickBooks, you can send invoices directly to clients to ensure accurate billing and faster payments. Its excellent expense tracking also simplifies monitoring spending and preparing for tax season.

QuickBooks also provides valuable financial insights through its reporting tools to help you track profitability and make informed decisions. 

Integrating seamlessly with other tools, QuickBooks creates a smooth workflow, and its user-friendly interface makes it easy for everyone in the firm to use.

7. Client Intake

Law firms know that attracting new clients is just the first step—the real challenge is making them feel welcome and supported.

Client intake includes gathering essential information, managing forms and documents, and ensuring the client feels welcomed and well-informed.

A reliable intake process is like a strong foundation—it sets the stage for a successful client-lawyer partnership and helps simplify and clarify things later. 

Lawmatics

Lawmatics takes the hassle out of onboarding new clients by automating everything from gathering essential information to managing forms and documents.

With Lawmatics, you can create customized intake forms that capture all the details you need so you don’t miss anything. Plus, its user-friendly interface makes the whole process smooth and efficient.

One of the standout features of Lawmatics is its ability to track leads and follow up automatically, which means you never miss a potential client.

It also integrates seamlessly with other legal tech tools and CRM systems, which helps keep everything organized and accessible.

8. Electronic Signatures

Many legal organizations are no longer bogged down by paper clutter, thanks to electronic signatures that allow documents to be signed quickly and securely without physical storage.

Digital signatures simplify legal document handling, safeguard sensitive information, and bring paperwork into the digital age.

DocuSign

With DocuSign, you can send, sign, and manage documents electronically so signatures are collected quickly and securely. 

No matter what type of legal document you’re working with—contract, agreement, or something else entirely—this platform has the versatility to handle it with ease.

One of the key benefits of DocuSign is its ease of use. Both lawyers and clients can sign documents from any device, whether they’re in the office or on the go.

With this flexibility, delayed signatures become a thing of the past, and important documents get signed promptly. 

DocuSign also offers robust security features, including encryption and authentication, to protect the integrity of your documents and the confidentiality of your clients.

Focus on Strategy, Not Paperwork

With how advanced legal tech has become, you might be losing thousands of dollars if you’re still on the fence. Think about the time you can save by simply automating legal processes.

How about the billable hours you can put towards meaningful work instead of routine stuff?

You’ve got better things to do than push paper around – invest your time and energy in offering premium legal expertise. Start building your legal tech stack with a tool that will take hours off your plate.

With Briefpoint.ai, you can draft, format, and complete discovery documents in minutes. Yup, no more copy-pasting from your old documents, spending hours double-checking each line, and going back and forth with client responses.

It’s a huge burden off your shoulders, and you can try it free for your first document.

Take Advantage of Automated Document Generation Today

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 Technology

Why is legal tech software important for law firms?

Legal tech software effectively hands law firms a boon: enhanced productivity. Fewer hours spent resolving mistakes, tracking inconsistencies, or manually updating records means more hours dedicated to the high-leverage work that propelled these firms to success in the first place. 

Can small law firms benefit from legal tech software?

Yes! Legal tech software is beneficial for legal teams, firms, and corporate legal departments of all sizes, providing tools that improve efficiency and productivity.

Is it expensive to implement legal tech software?

Pricing flexibility is the best part – it means smaller companies can squeeze these solutions into their budget without breaking the bank.

How do I choose the right legal tech software for my firm?

Map your company’s needs to the software’s features and pricing to make an informed decision.  It’s often helpful to try demos or trials before committing. 

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.

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Clio vs. MyCase: A Complete Comparison Guide

Clio vs. MyCase: A Complete Comparison Guide

Choosing the right practice management software for your law firm can feel overwhelming, especially when you have two great options like Clio and MyCase.

Both platforms offer excellent features designed to help you streamline your daily operations. Not to mention the fact that they show up on all the ‘best of’ guides for practice management software.

But which one is right for your firm?

We’re breaking down the must-know features, differences, and pricing details so you can zero in on the solution that will help your practice thrive. Let’s get into what Clio and MyCase have to offer and how they stack up against each other.

What is Briefpoint?

Before anything else, let’s introduce Briefpoint, 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.

Briefpoint AI Homepage

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.

What is Clio?

Clio is a cloud-based legal practice management software that’s 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.

Clio dashboard
Image source: G2

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 an 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.

MyCase dashboard
Image source: G2

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.

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 that’s 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 it 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 and 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, making 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 the data entry and contact management, which make 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 that are looking for a simple, straightforward intake process, but if you want more flexibility, Clio has the edge here. However, it lacks lead management features.

Woman with documents shaking hands

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.

Two businessmen in a meeting

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 attorney, 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 keeps things simple with just one pricing plan starting at $49 per user per month, which includes most of the platform’s core features. This flat-rate approach makes it easy to know exactly what you’re getting without worrying about hidden costs or additional fees for extra features.

While this simplicity can be a good thing, it may not provide the level of flexibility that firms with more specific needs are looking for.

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 they 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:

Complete Your Tech Stack With Briefpoint

No matter whether you choose Clio or MyCase, having the right tools to complement your practice management software is a must. That’s where Briefpoint comes in.

Briefpoint is an AI-powered tool designed to automate discovery document drafting, which, as we all know, is usually an extremely tedious task.

When you integrate Briefpoint into your tech stack, you can significantly reduce the time spent on creating requests for admission, requests for production, interrogatories, and more.

You’ll also get Briefpoint Bridge, a built-in feature that collects client input and translates complex legal terms into plain, easy-to-understand language. From there, it shares the information with your clients and effortlessly integrates their feedback into your working documents.

Whether you’re using Clio or MyCase, Briefpoint works seamlessly to maximize your productivity and make document creation more efficient. It’s a great addition for any law firm looking to streamline operations and focus more on high-value legal work rather than getting bogged down in administrative tasks.

Trusted by over 500 law firms, Briefpoint helps create requests for production, admission, interrogatories, and more.

Want to see it in action? Book a demo 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.

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Clio vs. PracticePanther: A Head-to-Head Comparison

Clio vs. PracticePanther: A Head-to-Head Comparison

If you’re looking to simplify tasks and boost productivity, Clio and PracticePanther are two leading options you’ll want to consider. But how do you decide which one will best meet your needs?

In this article, we’ll explore the key differences between these platforms, helping you choose the right fit for your firm. 

Plus, we’ll show you how Briefpoint can make your legal practice even more efficient!

What is Briefpoint?

Briefpoint is an AI-powered tool designed to automate the process of drafting discovery documents, saving legal professionals hours of manual work.

This includes requests for production, requests for admission, interrogatories, and more.

Instead of spending so many hours copying, pasting, and writing out responses, Briefpoint automates the entire process so you can prepare discovery documents in minutes.

Briefpoint AI Homepage

Briefpoint is easy to use. You upload your discovery request, and Briefpoint’s AI extracts key information such as case numbers, court names, and party details.

It then fills in routine sections of your document. From there, you can easily add objections by selecting the relevant interrogatories. You can download your draft at any time and make final edits in Word.

Briefpoint also features a built-in tool called Bridge, which simplifies complex legal jargon into plain English to make it easier for clients to understand.

This tool collects client input and automatically updates your documents based on their feedback—eliminating the need for back-and-forth emails.

Schedule a demo today and try Briefpoint for yourself.

What is Clio?

Clio is a cloud-based legal practice management software that helps law firms of all sizes keep their workflows organized, manage clients, and simplify admin tasks.

It packs in a variety of features, like document management, billing, calendar scheduling, and client communication, all in one place.

Clio dashboard
Image source: G2

Law firms can also use Clio to track cases, record time entries, and collaborate with team members. 

Since it’s cloud-based, you can access it from anywhere, making it super convenient for legal professionals who are always on the go.

Pros

  • Clio integrates with many third-party tools, allowing firms to customize the platform easily.
  • Its cloud-based nature ensures accessibility from anywhere, making remote work easier.
  • The document management system is efficient and user-friendly.
  • Customer support is responsive and helpful.
  • It provides a comprehensive suite of features for law firm management.
  • Offers mobile app support.

Cons

  • The pricing can be expensive, especially for larger teams.
  • There is a learning curve for more advanced features.
  • It lacks built-in document automation, requiring third-party tools like Briefpoint.
  • Billing customization options could be improved.
  • Some of the app features hang at times, according to some users.

What is PracticePanther?

PracticePanther is a cloud-based legal practice management solution that helps law firms manage their daily operations with better efficiency.

It’s known for its simplicity, which makes it popular with solo practitioners and small law firms.

PracticePanther dashboard
Image source: G2

With features like document management, billing, client intake forms, and calendar management, PracticePanther provides everything you need to run your law firm from one central platform. It’s also easy to set up, with a clean interface that doesn’t require much training to get started.

Pros

  • It’s simple to use, making it ideal for smaller firms or solo practitioners.
  • The pricing is affordable, especially for firms on a budget.
  • Built-in document automation saves time on standard legal documents.
  • It offers a clean, straightforward interface that’s easy to navigate.
  • Setup is quick and doesn’t require extensive training.

Cons

  • It has fewer integration options compared to other legal software.
  • Billing and invoicing options aren’t as customizable, which can be a major disadvantage for law firms with complex billing needs.
  • Advanced features often require upgrading to higher-priced plans.

Clio vs. PracticePanther: Features Comparison

Both Clio and PracticePanther are great at managing a law firm’s daily operations, but there are a few differences in how they handle specific features. 

Let’s take a closer look at how they compare in several key aspects.

Document Management

Both Clio and PracticePanther provide solid document management tools. Clio has a slight edge here due to its wider range of integrations, making it easier to connect with other systems you might already use.

PracticePanther, while effective, is more straightforward but may not offer the same flexibility for larger firms.

Billing and Invoicing

Clio offers more flexibility when it comes to customizing invoices and billing workflows. It supports various billing arrangements, which is helpful for firms with more complex needs.

PracticePanther, on the other hand, provides basic billing options that work well for simpler setups but lack some of the advanced features found in Clio.

Document Automation

PracticePanther comes with built-in document automation, which makes it easy to create standard legal documents quickly and enhance efficiency of the overall drafting process.

Clio, however, doesn’t offer this feature by default—you’ll need to use third-party tools like Briefpoint to get similar functionality.

Briefpoint lets you automate discovery document drafting thanks to artificial intelligence and machine learning. You no longer have to copy-paste formats or type in routine information manually.

Briefpoint does all the grunt work, so you can focus on adding more substantial information, such as client responses and objections.

People checking out documents

Client Intake Forms

Both platforms allow you to create customizable client intake forms. 

Clio’s forms can be more tailored to specific needs, offering more customization options, while PracticePanther provides a simpler, out-of-the-box solution that works well for smaller firms.

Calendar Management

Clio and PracticePanther both feature great calendar management systems.

You can sync them with Google Calendar or Outlook, set reminders, and track important deadlines like court dates. In terms of functionality, both platforms are very similar here.

Client Portal

The client portal feature is available on both platforms, allowing clients to log in, view case updates, and communicate with the firm securely.

This feature is quite comparable between Clio and PracticePanther, with both offering an easy-to-use interface for client interactions.

Woman working on her laptop in a park

Clio vs. PracticePanther: Key Differences

Both Clio and PracticePanther are excellent legal practice management tools, but they’re built with slightly different users in mind. Let’s break down the key differences so you can see which might be the better fit for your law firm.

Target Audience

Clio tends to be a go-to for mid-sized and larger law firms that need more advanced features and flexibility. It’s also great for firms that want to integrate with a variety of other software.

On the flip side, PracticePanther is more popular with solo practitioners and small firms, thanks to its straightforward setup and user-friendly design.

Key Features

Clio is all about customization and integration—if you want a platform that can connect with other tools and give you plenty of options to tweak your workflow, Clio’s got you covered.

PracticePanther keeps things simple, with built-in features like document automation, so it’s great if you don’t want to mess around with extra integrations or complex setups.

Ease of Use

When it comes to ease of use, PracticePanther is the clear winner for those who want to get up and running fast. Its interface is clean, and there’s not much of a learning curve.

Clio, while still fairly easy to use, has more advanced features, so it might take a bit longer for the average Clio user to explore everything it offers.

Pricing Plans

Clio pricing is on the higher side, especially if you need all the bells and whistles, which might make it a bigger investment for larger teams. Plans start at $49 per user per month for EasyStart, but it only includes basic features like calendar management, time tracking, and online payment processing.

If you want to add more features like Clio Manage or Clio Grow, you’ll need to upgrade.

PracticePanther, on the other hand, offers more affordable pricing, especially for smaller firms or solo lawyers looking for a budget-friendly option.

PracticePanther pricing starts at $59 per user per month and includes contract management, client portal, unlimited data storage, internal chat, and other core features.

Which Option Is Best For Your Law Firm?

The best choice really depends on your law firm’s specific needs. 

If you’re running a larger firm or need more flexibility with integrations and advanced features, Clio is probably the better option. Its robust feature set makes it a superb option handle more complex workflows. Plus, it offers a ton of customization.

On the other hand, if you’re a solo practitioner or part of a smaller firm looking for something simple, easy to use, and more affordable, PracticePanther is a great fit. 

It’s quick to set up and covers all the basics without overwhelming you with too many options.

Upgrade Your Law Firm Productivity With Briefpoint

While both Clio and PracticePanther are solid options for managing your law firm, integrating a tool like Briefpoint can take your productivity to the next level.

By automating the incredibly time-consuming task of drafting legal documents, Briefpoint helps you save thousands of dollars per year, per attorney, while improving accuracy and speed.

Whether you’re using Clio or PracticePanther, Briefpoint seamlessly fits into your workflow, which allows you to focus on what really matters—serving your clients.

Schedule a demo with Briefpoint today and see how it can optimize your legal practice!

Start Saving Thousands 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. PracticePanther

Which is better for solo practitioners, Clio or PracticePanther?

PracticePanther is often the better choice for solo practitioners due to its simplicity and affordability, but Clio also offers scalable features for smaller firms.

Can I use Clio and PracticePanther on mobile devices?

Yes, both Clio and PracticePanther offer mobile apps for iOS and Android, allowing you to manage your law practice on the go.

Is there a learning curve with Clio or PracticePanther?

Clio’s advanced features can take a little time to learn, especially for new users, while PracticePanther is generally easier to set up and use right away.

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.

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Smokeball vs. Clio: Which is the Best Option?

Smokeball vs. Clio: Which is the Best Option?

Choosing between Smokeball and Clio comes down to the specific needs of your law firm. Each offers powerful tools, but they cater to slightly different workflows and firm sizes.

Two different approaches, one goal: streamlined workflows. Smokeball automates the little things, while Clio offers flexibility to mold its tools around your firm’s distinct character.

Let’s break down how they compare to help you decide which one is right for you.

What is Briefpoint?

Briefpoint is an AI-driven tool designed to automate discovery document preparation for legal professionals.

Instead of spending hours manually drafting, Briefpoint allows you to create discovery response and request documents in just minutes.

You’ll get to focus on much more valuable litigation tasks, such as communicating with clients or refining your court strategy.

Briefpoint AI Homepage

Here’s how it works: Simply upload your discovery request, and Briefpoint’s AI extracts key details, such as case numbers, court names, parties, and more.

It automatically populates the brief with this routine data, allowing you to focus on the finer details.

You can easily add objections by selecting the relevant interrogatories, and you can download the document at any stage to finalize it in Word.

Additionally, you have Briefpoint Bridge, a built-in feature that collects client input and translates legal jargon into simple, clear language.

After your client responds, Briefpoint seamlessly integrates the responses into your documents, which eliminates the need for endless email exchanges.

Test Briefpoint yourself by scheduling a demo here.

What is Smokeball?

Smokeball is a cloud-based legal software built to simplify the day-to-day tasks of running a small law firm.

It takes care of things like case management, document drafting, and time tracking, so you can redirect that energy toward more meaningful interactions with clients, or drilling down into the nuances of your cases.

Smokeball screenshot
Image source: G2

One of its main selling points is automatic time tracking, which quietly logs your hours behind the scenes and making sure every minute gets captured without you lifting a finger.

Plus, Smokeball keeps all your client information in one spot while whipping up detailed reports and keeping sensitive documents safe and at your fingertips. 

What is Clio?

Clio is a cloud-based legal practice management software that helps law firms manage their operations more efficiently.

This powerhouse solution handles case management, billing, and client intake with ease, regardless of the size of your operation.

Clio screenshot
Image source: G2

What makes Clio special is its simplicity and flexibility. You can easily customize it to suit your workflow, integrate it with other tools, and even handle online payments with ease.

Clio adapts to the needs of your firm, which makes it incredibly easy to track time, generate invoices, and get real-time insights into your firm’s performance.

It’s essentially an all-in-one solution for law firms looking to stay organized, improve client communication, and save valuable time.

Clio vs Smokeball: Features Comparison

Looking for the best legal software for your firm but can’t decide between Clio and Smokeball? Anyone practicing law has likely crossed paths with these two big-hitters who dominate the industry landscape. However, the right choice depends on your firm’s specific needs.

 

Whether you’re just starting out or already established, choosing the right solution depends on understanding the key differences between these two options.

Man looking at documents

Case Management

Both Clio and Smokeball offer comprehensive case management tools, but they handle things a bit differently. Smokeball automates much of the process, tracking case activity and billable hours without requiring you to do it manually. This can be a huge time-saver for small firms.

On the other hand, Clio provides more flexibility in how you manage your cases. You’ll have more room to breathe with this adaptable approach to case handling.

When you’re managing multiple projects, every minute counts. This system helps you shave precious time off your workflow by simplifying task lists and encouraging team collaboration.

Document Automation

Document automation is another important feature, especially for law firms looking to cut down on repetitive tasks. Smokeball stands out here by offering a huge library of templates and the ability to generate custom documents automatically.

Clio also offers document automation, but it doesn’t have as many built-in templates. If you need quick, pre-made documents, Smokeball may have the edge. However, Clio’s flexibility allows you to create more tailored document workflows if customization is a priority.

Briefpoint is an AI-powered tool designed specifically for discovery document automation. Historically, this process is one of the most time-consuming parts of litigation.

With Briefpoint, you can prepare documents in minutes thanks to its machine-learning capabilities, which will fill in most of your routine information.

Client Intake

Clio may be the winner when it comes to client intake. Its customizable intake forms can be embedded directly into your website, which simplifies the onboarding process for new clients. Clio’s client intake tools are intuitive and designed to help you capture important client data from the get-go.

Smokeball also has client intake features, but they aren’t as customizable or integrated into your website as Clio’s, which could be a drawback for firms focused on growing their client base.

Two businessmen working on their computers

Billing and Invoicing

Billing is a high-priority task for any law firm, and both Clio and Smokeball offer solid solutions. Smokeball’s automatic time tracking makes invoicing incredibly simple, as it logs your billable hours without you having to manually track them.

Clio, while not as automated in this area, still provides a great billing system with easy time tracking, invoicing, and the ability to accept online payments. If your firm values automation, Smokeball’s time-tracking features might make billing a lot easier for you.

Reporting and Analytics

For keeping tabs on your firm’s performance, both Clio and Smokeball offer useful reporting tools. Smokeball provides detailed reports that cover case activity, staff productivity, and financials, giving you a clear overview of your firm’s day-to-day operations.

Clio, on the other hand, offers more customizable reports to let you focus on the specific metrics that matter most to you. When it’s all about teasing out the subtleties in your data, Clio’s advanced features kick in, giving you a level of precision you won’t find elsewhere.

Document Management

Both Clio and Smokeball offer solid options for document management, but they do things a little differently. As mentioned, Smokeball boasts a built-in library of document templates and automatic document creation.

It organizes and stores your documents in the right client files without you having to do much and comes with access controls for better data security. So, if you’re looking to save time and avoid digging through files, Smokeball makes it easy.

Clio also offers great document management but focuses more on flexibility. What sets this tool apart is its incredible flexibility when it comes to document management – you’re not limited to a one-size-fits-all approach.

One of Clio’s biggest perks is its seamless integration with popular cloud storage platforms like Google Drive, Dropbox, and OneDrive, which makes it easy to grab the files you need.

Calendar Management

Smokeball automatically logs important dates and case activities into your calendar, so you don’t have to worry about missing anything. Any law practice handling a multitude of cases simultaneously will find this particularly useful.

Clio gives you more control over your schedule. You can sync it with Google Calendar or Outlook and set custom reminders for important tasks. So, if you need that extra flexibility and want everything synced with your existing calendars, Clio might be the better fit.

Laptop with a Calendar and Planner app

Clio vs Smokeball: Key Differences

Each software caters to different needs, so understanding these differences will help you decide which is the right fit for your firm.

Two businessmen looking at a laptop and documents

Target Market

Smokeball is designed with small law firms and solo practitioners in mind. Its automation features are ideal for firms looking to streamline daily tasks without dedicating a lot of time to manual work.

On the other hand, Clio is more versatile. It works well for firms of all sizes, from solo lawyers to large practices, because it’s highly customizable and can scale as your firm grows.

So, if you’re a smaller firm focused on saving time, Smokeball could be a great fit, while Clio may appeal more to firms that need flexibility and room to expand.

Key Features

We’ve already gone over all the features that make each platform unique, but let’s talk about the ones that matter the most when picking in between the two.

Smokeball’s standout feature is its automatic time tracking, which logs every minute spent on a case without you needing to do it manually. It also offers document automation that helps you draft legal documents quickly with pre-built templates.

Clio’s key strength lies in its flexibility and integrations. Where this system truly excels is in its power to adjust to any situation and merge effortlessly with existing infrastructure. It offers customizable workflows, detailed reporting, and connects with a wide range of third-party apps like Google Drive, Dropbox, and QuickBooks to give you more control over how your practice runs.

Ease of Use

Smokeball’s strength lies in its simplicity and easy-to-use user interface. With much of the process automated, it’s easy for small firms to get up and running with minimal setup. You don’t need to spend much time learning the system because it does a lot of the work for you, especially when it comes to time tracking and document creation.

Clio, while also user-friendly, offers more customization. This means there’s a bit more of a learning curve if you want to set up workflows, reports, or integrate with other tools, but the added flexibility can be worth it for larger or more complex firms.

Pricing

What about costs? Smokeball is known for being a bit pricier, largely because of its comprehensive automation features. It doesn’t offer as many pricing tiers, so firms with smaller budgets might find it a bit steep. Plus, you have to contact their sales team for a direct quote.

Clio, on the other hand, has more flexible pricing options. With multiple tiers, Clio allows firms to choose a plan that best fits their budget and needs, starting at $49 per user per month for the most basic plan. If cost is a major factor, Clio may be the more affordable option, especially for larger teams.

Which One is the Best Option?

The best option between Clio and Smokeball ultimately depends on your firm’s specific needs. If you’re a smaller firm looking for automation and simplicity, Smokeball might be the better choice. However, if you need flexibility, customization, and the ability to scale, Clio could be a better fit.

Three lawyers discussing paperwork

Automate Your Discovery Document Process With Briefpoint

If your law firm spends too much time managing discovery documents, you need Briefpoint in your tech stack.

Briefpoint automates the entire discovery document process, allowing you to generate discovery documents quickly and accurately. It integrates with both Clio and Smokeball, which makes it easy to pull in client and case information without any extra hassle.

With Briefpoint, you can upload discovery requests, and the software automatically drafts responses based on the information you’ve provided. This saves hours of manual work, reduces the risk of errors, and helps you stay on top of deadlines.

You’ll also benefit from Briefpoint Bridge, a handy feature that gathers client input and simplifies complex legal jargon into clear, easy-to-understand language.

It then shares that information with your clients and smoothly incorporates their feedback into your documents. No more back-and-forth.

Whether you use Clio or Smokeball, adding Briefpoint to your toolkit can streamline your workflow even further. Trusted by over 500 law firms, Briefpoint helps generate requests for production, admissions, interrogatories, and more. Schedule a demo today!

Automating Discovery Can Help You Save Thousands

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

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

Test Briefpoint yourself by scheduling a demo here.

FAQs About Clio vs Smokeball

How does Smokeball compare to Clio?

Smokeball is typically a better fit for small law firms and solo practitioners due to its focus on automation and ease of use. This means you’ll spend less time getting bogged down in paperwork and more time on the things that drive real results. Clio, while suitable for small firms, offers more flexibility and customization, which might be more than smaller firms need.

Is Smokeball more expensive than Clio?

Smokeball tends to be a bit pricier due to its automation features, and its pricing tiers aren’t as flexible. Clio offers multiple pricing options, making it a more affordable choice for firms looking for basic features or those needing to scale.

Which software offers better reporting features?

Customization is where Clio’s reporting tools really shine. By letting you fine-tune your reports, you can zoom in on the numbers that genuinely matter to your practice. Smokeball offers detailed reports but with less flexibility.

Can I use Briefpoint with both Clio and Smokeball?

Briefpoint syncs up effortlessly with Clio and Smokeball, giving you a shortcut to speeding up your discovery document workflow and doing away with those tedious response tasks. 

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.

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7 Types of Paralegal Software (Use Cases and Examples)

7 Types of Paralegal Software (Use Cases and Examples)

As a paralegal, you know how quickly your to-do list can spiral out of control.

Between managing case files, tracking deadlines, drafting documents, and keeping everything organized, it’s easy to feel like you’re constantly playing catch-up.

And let’s not even get started on the repetitive tasks—creating the same document over and over or hunting down files that seem to vanish just when you need them most.

If any of this sounds familiar, it’s time to find a solution (or several).

Paralegal software is designed to tackle these headaches and lighten your workload so you can spend less time on the grind and more time focusing on more value-adding work.

In this article, we’ll talk about the different types of software for paralegals, the benefits they provide, and what Briefpoint can do for you.

man look at documents

Types of Legal Software for Paralegals

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

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

1. Practice Management Software

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

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

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

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

2. Case Management Software

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

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

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

3. Document Automation Tools

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

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

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

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

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

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

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

4. Legal Research Tools

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

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

woman looking at documents

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

5. Document Management System

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

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

6. Billing Software

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

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

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

7. Calendar and Task Management Software

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

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

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

The Benefits of Legal Technology for Paralegals

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

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

Save Time by Automating Repetitive Tasks

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

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

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

Improve Accuracy and Reduce Costly Errors

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

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

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

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

lawyers looking at documents

Stay Organized and Find What You Need Fast

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

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

Maximize Productivity by Handling More in Less Time

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

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

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

Collaborate Better with Your Legal Team

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

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

How Briefpoint Can Make a Difference in Your Workflows

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

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

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

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

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

Streamline Document Creation and Save Thousands

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

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

Test Briefpoint yourself by scheduling a demo here.

FAQs About Paralegal Software

What is paralegal software?

Paralegal software refers to various essential tools that assist with tasks like managing cases, organizing documents, tracking billable hours, automating document creation, and performing legal research. It’s designed to streamline workflows, increase productivity, and reduce errors in a legal setting.

Is legal software secure?

Yes, most legal software comes with security features like data encryption, secure access controls, and regular backups. These measures help protect sensitive client information and ensure compliance with legal regulations.

Can AI replace paralegals?

While AI has certainly improved the efficiency of many tasks paralegals handle—like document review, legal research, and drafting—it’s not likely to fully replace paralegals anytime soon. AI can automate repetitive processes and assist with routine tasks, but the nuanced, analytical, and interpersonal aspects of a paralegal’s job require human judgment and skills that AI simply can’t replicate.

What are the cost benefits of using paralegal software?

Paralegal software can save firms thousands of dollars by improving efficiency and reducing the time spent on routine tasks. For example, using document automation tools like Briefpoint can significantly lower the costs associated with drafting discovery responses, saving firms an estimated $20,477 per attorney annually.

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.

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5 In-House Legal Software Every Law Firm Should Use

5 In-House Legal Software Every Law Firm Should Use

Does your law firm need a better way to handle legal matters? If you’re constantly bogged down by bottlenecks, it might be time to implement some in-house legal solutions.

In this article, we’ll explore the best types of in-house legal software that can help get your organization to where it needs to be.

a lawyer writing down notes

Types of Software In-House Legal Teams Need

An efficient in-house legal team is one that takes advantage of technology. Below are some of the best legal tech tools that make way for smoother, faster, and more cost-effective legal operations.

1. Document Generation Tools

Creating legal documents is a staple task for any legal team, but it often consumes too much time and resources when done manually.

Document generation tools automate this process and allow faster creation of legal documents from pre-set templates.

This speeds up the document creation process and significantly reduces the possibility of human error, which helps uphold consistency across all documents.

Such tools can produce everything from routine correspondence to complex legal agreements, all while ensuring compliance with the latest legal standards.

Briefpoint AI

Top Pick: Briefpoint

Briefpoint.ai uses generative artificial intelligence to help legal teams draft discovery response and request documents in minutes.

This platform lets you upload your discovery document, insert objections or responses, and then finish up the document in Word. Briefpoint will take care of everything in between.

Additionally, Briefpoint’s Bridge feature makes client communication easier by converting legal terms into simple language, allowing clients to respond directly.

Their responses are automatically added to your document, cutting down on the typical email exchanges.

The process is easy, even for people with limited technical skills, and it frees up attorneys to focus on other valuable tasks like consulting with outside counsel or preparing litigation strategies.

Plus, the time saved often translates to more money saved as well.

Test Briefpoint yourself by scheduling a demo here.

2. Contract Management Software

Contract management software provides a comprehensive solution for handling every aspect of the contract lifecycle, from initial drafting and negotiation to approval, execution, and contract renewals.

This type of software often includes features for automatic reminders of key dates and milestones, version control to track changes over time and secure storage for easy retrieval.

In essence, legal departments can avoid expensive oversights and improve their overall efficiency by letting software manage contracts for them.

Top Pick: Ironclad

Ironclad is a must-have for any legal department that needs to handle everything contract-related. It smooths out the whole process, from start to finish, with some smart automation tricks up its sleeve.

Ironclad

Image source: G2

Plus, it has an analytics feature that lets you dive into your contract data and figure out what’s working and what’s not.

Basically, it makes managing contracts a whole lot easier and helps you make smarter decisions with all the insights it provides.

3. Document Management Systems

Legal operations always go hand in hand with a ton of paperwork, which is why any in-house counsel can benefit from a good document management tool.

Document management systems allow for quick retrieval, controlled access, and efficient collaboration on documents and make sure that everything is both safe and easily accessible. 

Legal leaders can also control who sees what, track changes, and even collaborate on documents without creating a dozen versions.

Top Pick: NetDocuments

NetDocuments is a cloud-based document management system designed specifically for legal teams. It offers secure storage, easy access from anywhere, and robust tools for collaboration and document handling.

NetDocuments dashboard

Image source: G2

It’s known for top-notch security features and compliance with international standards, which makes it a safe bet for managing sensitive legal matters.

4. Matter Management Software

Matter management software is a one-stop shop for legal teams to keep their cases and projects in line.

It pulls together all the bits and pieces related to a case—documents, emails, deadlines, and more—into one spot that’s easily accessible.

It makes task management and legal workflows much easier by automating administrative tasks, keeping an eye on those critical deadlines, and making sure internal and external stakeholders are in the loop. 

As a result of the extra operational efficiency, in-house legal teams have more time to work on more complicated legal work.

Top Pick: Clio

Clio is a comprehensive, cloud-based legal practice management platform that’s really made a name for itself in the legal world for being able to streamline processes for law firms of all sizes.

Clio dashboard

Image source: G2

With Clio, you can manage cases, track time, bill clients, and organize all your legal documents in one place.

It also has excellent features for legal intake, client communication, and scheduling, which makes it easier to keep everyone informed and on track.

Plus, Clio allows you to analyze key performance indicators with its its analytics and reporting tools. This helps firms make data-driven decisions, track productivity, and identify areas for improvement across their legal operations.

5. Legal Billing Tools

Efficient and accurate billing is a must if a law firm wants to remain profitable.

Legal billing tools are specialized software solutions designed to simplify the billing and invoicing process for law firms and legal departments.

These tools help make sure you accurately track billable hours, manage client accounts, and produce detailed invoices without issue.

One of the key features of legal billing software is time tracking. Whether you’re working on a case, consulting with a client, or doing research, these tools make it easy to record every billable minute. 

Also, they often come with functionalities to handle expense tracking and generate reports that can help guide business decisions.

Top Pick: QuickBooks

Lawyers can leverage QuickBooks to track billable hours directly within the software, maintain accurate invoicing, and simplify the process of billing clients.

The platform also allows for the management of client trust accounts, a critical aspect of legal financial management.

QuickBooks

Image source: G2

Additionally, QuickBooks helps law firms with general accounting tasks, such as tracking expenses, managing payroll, and producing financial reports.

These features provide a clear overview of a firm’s financial health, which often leads to data-driven decisions.

Upgrade Your Productivity With the Right In-House Legal Software

Using the right in-house legal software can truly transform the way your firm operates.

From automating document creation to managing contracts and keeping everything organized, these tools make legal work smoother and more efficient.

Ready to boost your productivity? Try Briefpoint! With faster document drafting and simplified client communication, you’ll save time and reduce unnecessary back-and-forth.

Schedule your demo today and see how Briefpoint can make a difference for your team.

Supplement Your In-House Legal Team 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 In-House Legal Software

Can small legal teams benefit from in-house legal software?

Yes. Size doesn’t matter when it comes to efficiency. These tools are scalable and can significantly reduce the workload, regardless of the team’s size.

Is it secure to store sensitive legal documents in these systems?

Yes, with a caveat. Ensure that the software you choose complies with industry-standard security measures and data protection laws. Security is a top priority for reputable software providers.

Can in-house legal software integrate with other tools we use?

Most modern legal software solutions are designed with integration in mind. They often support APIs and have built-in integrations with popular office tools and platforms.

What other in-house legal software do law firms need?

In addition to the tools already mentioned, case management software is a must for law firms. It allows teams to organize case details, manage deadlines, and streamline collaboration so that all relevant information is easily accessible (without having to juggle multiple systems). Finally, legal research software can significantly cut down the time spent on case law and regulation searches, providing faster access to relevant legal information.

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.

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6 Best Legal Software for Small Law Firms​

6 Best Legal Software for Small Law Firms

Running a small law firm comes with its own set of challenges. You’re juggling multiple cases, tracking deadlines, handling billing, and keeping clients updated—all while trying to stay organized.

The paperwork piles up fast, and time-consuming tasks like drafting discovery documents or managing client communications can easily take up your entire day.

It’s hard to stay on top of everything without the right tools. This is why legal software designed for small firms can make a real difference.

From case management to document automation, the right tech can help you save time, reduce stress, and keep everything in order.

So, let’s talk about some of the best tools available to help optimize your workflows.

Legal Software for Small Law Firms

Factors to Consider When Choosing Tech for a Small Firm

When selecting the right legal software for your small law firm, it’s important to make sure it fits your firm’s unique needs and helps simplify your daily tasks.

Here are some key factors to keep in mind:

Budget

You’ve got to think about the cost. Smaller firms often need to watch their expenses, so it’s essential to pick software that doesn’t break the bank.

However, don’t go for the cheapest option just to save money. You’ll want to strike a balance between affordability and getting the features you need.

Ease of Use

Complicated software isn’t going to help anyone. Look for tools that are easy to use and don’t require much training.

This is especially important if your team isn’t very tech-savvy. You’ll want software that’s straightforward and lets you hit the ground running.

Cloud-based vs. On-premise

Cloud-based software is becoming the go-to option for small firms because it offers flexibility.

You can access your data from anywhere, which is perfect for lawyers who work remotely or are always on the go.

On the other hand, on-premise software is installed locally on your firm’s computers, which can offer more control over your data but is less flexible.

Security

Law firms handle sensitive client information, so security is a must. Make sure the software you choose has robust security features, like encryption, two-factor authentication, and regular backups.

Your customers rely on you to protect their data, and it’s important to ensure the software you use contributes to that security.

Customer Support

Things will go wrong at some point, and when they do, you’ll need solid customer support.

Pick software that offers accessible and helpful support, whether it’s through phone, email, or live chat. Having reliable support can save you a lot of headaches.

Integrations

Your legal software shouldn’t exist in a vacuum. Look for tools that integrate with other software you’re already using, like email, calendars, or billing systems.

This will help keep your processes smooth and save you from double-entry work.

Scalability

As your firm grows, your software should grow with you. Make sure the tool you choose can handle more cases, clients, and users if needed.

This will save you from needing to switch to a new system down the road.

6 Best Legal Software for Small Law Firms

Small law firms need software that helps them handle multiple tasks efficiently without overwhelming their budget or staff.

Here’s a look at some of the best tech tools that can serve smaller firms well:

1. Briefpoint: Discovery Document Automation

Briefpoint AI

Briefpoint is an AI-powered tool that takes the hassle out of drafting discovery documents.

Whether you’re dealing with requests for production, requests for admission, or interrogatories, Briefpoint speeds up the whole process to let you focus on the more important parts of the discovery process.

Here’s how it works: When you upload a discovery request, Briefpoint’s AI goes to work, pulling out all the basic info it can from the document.

In just a few minutes, you’ll have a draft filled out with most of the routine details. From there, you can tweak it by adding objections or responses using Briefpoint’s built-in menu and then finish it up in Word.

But it gets better. Briefpoint’s Bridge feature makes working with clients a breeze. You can send them the specific interrogatories they need to answer, translated into plain English.

They just fill out their responses online, and Bridge automatically integrates their answers into your document—no more endless back-and-forth emails.

Key features:

  • AI-powered automation: Briefpoint takes care of the routine details in your discovery documents, so you don’t have to.
  • Bridge for client responses: This feature translates legal jargon into simple language to make it easy for clients to respond. Their answers are automatically added to your documents.
  • Built-in objections and responses: Customize your documents with a click by adding responses or objections from the built-in menu.

Pros:

  • Automates the time-consuming parts of drafting discovery documents.
  • Bridge makes it easy for clients to respond without getting lost in legal jargon.
  • Client responses go directly into your document, cutting down on unnecessary communication.
  • Affordable for small law firms; per-document pricing available.

Test Briefpoint yourself by scheduling a demo here.

2. Clio: Legal Practice Management Software

Clio is one of the most popular and comprehensive law practice management software on the market.

It’s designed to help law firms of all sizes, including small firms, handle every aspect of their daily operations.

Clio dashboard

Image source: G2

What sets Clio apart is its flexibility. It’s cloud-based, meaning you can access it anywhere, and it integrates with a ton of other tools you might already use, like Google Workspace, Microsoft Office, and QuickBooks.

Clio makes it simple for small law firms to manage their operations without juggling multiple software systems.

Key Features:

  • Case management: Keep all your case information, deadlines, and notes organized in one place.
  • Time tracking and billing: Track billable hours easily and create invoices in just a few clicks.
  • Client portal: Communicate securely with clients through Clio’s portal, where you can share documents and messages.
  • Integrations: Works with popular tools like Google Calendar, Microsoft Office, and more, to streamline your workflow.
  • Mobile app: Access your cases, time tracking, and billing on the go with Clio’s mobile app.

Pros:

  • Handles case management, billing, and client communication all in one platform.
  • Access your cases and data from anywhere, which makes it perfect for legal professionals who work remotely or travel often.
  • Clio is known for offering responsive and helpful customer service, especially for small law firms that might not have in-house IT support.
  • The interface is intuitive, and you won’t need extensive training to get started.

Cons:

  • While Clio offers a lot of value, it can get pricey as you add more features or users, which could be a concern for small firms with limited budgets.
  • The basics are easy to pick up, but some of the more advanced features may take time to fully understand.

3. MyCase: Case Management Software

MyCase is a good when it comes to managing cases efficiently, especially for small law firms.

If you’re looking for a tool that focuses primarily on keeping all your case details organized without the extra bells and whistles of a full legal practice management system, this is the one.

Mycase dashboard

Image source: G2

It’s designed to streamline your casework, making it easy to track deadlines, manage documents, and keep case notes all in one spot.

MyCase also has great communication features so you can keep your clients updated on their cases without ever leaving the platform.

Key features:

  • Case tracking: You can easily manage all your case details in one dashboard.
  • Document management: Upload, store, and organize case documents so that they’re easily accessible whenever you need them.
  • Task management: Create tasks, assign them to members, and track their progress.
  • Client communication: MyCase’s built-in client portal makes it simple to send case updates, share documents, and communicate securely with clients, all in one place.

Pros:

  • MyCase’s strength lies in how it handles case-related tasks. It’s not cluttered with features you don’t need.
  • With everything related to your cases stored in one platform, it’s easy to track progress and access documents quickly.
  • You can securely communicate with clients via the client portal, share documents, and update them on their cases without relying on external tools.
  • It’s simple to navigate, so you won’t waste time trying to figure out how things work.

Cons:

  • MyCase is laser-focused on case management, so it may not be the best fit if you need advanced tools for other aspects of practice management.

4. CosmoLex: Billing and Accounting Software

CosmoLex is a go-to solution for small law firms that need a reliable way to manage both billing and accounting under one roof.

It’s specifically designed for law firms, which means it understands the unique requirements of legal accounting, like trust accounting and handling retainers.

CosmoLex dashboard

Image source: G2

This tool combines legal billing, time tracking, and full-fledged accounting into one platform, saving you the trouble of syncing multiple systems.

For small law firms, where keeping track of finances is critical, CosmoLex simplifies the process while ensuring compliance with legal industry standards.

Key features:

  • Legal billing and invoicing: Track billable hours, generate invoices and send them directly to clients from within the platform. It also lets you set up online payments.
  • Trust accounting: CosmoLex includes built-in trust accounting features to help you stay compliant with regulations and avoid common accounting pitfalls.
  • Time tracking: Whether you’re in the office or on the go, you can easily track billable hours and associate them with specific cases.
  • Full legal accounting: Beyond billing, CosmoLex handles general ledger accounting, including expenses, payroll, and taxes—all tailored to law firm needs.

Pros:

  • Ensures compliance with legal trust accounting rules, which makes it easier to manage client funds.
  • The interface is intuitive, so you don’t need to be a financial expert to handle your firm’s accounting.
  • Access your firm’s financial data from anywhere, making it easy to stay on top of things even when you’re away from the office.

Cons:

  • If you’re looking for a broader practice management solution, you’ll need to pair it with another tool, as CosmoLex specializes in finance.
  • If you’re not familiar with accounting, it might take some time to get comfortable with the deeper financial features.

5. NetDocuments: Document Management Software

NetDocuments is a solid solution for law firms looking to manage their documents securely and efficiently.

For small law firms, keeping track of all the paperwork can be a hassle, but NetDocuments simplifies the process by giving you a cloud-based system where everything is stored, organized, and easily accessible.

NetDocuments dashboard

Image source: G2

It’s designed specifically for legal professionals, so it knows how important security and compliance are.

With features like advanced search and version control, you can quickly find what you need and never worry about losing track of important legal documents.

Key features:

  • Cloud-based storage: You can access your documents anytime, anywhere. Whether you’re in the office, at home, or on the go, everything’s stored securely in the cloud.
  • Powerful search tools: Finding a document is a breeze. You can search by keyword, metadata, or even the content of the document itself—no more endless scrolling through folders.
  • Version control: NetDocuments lets you keep track of every version of a document so you can always go back to an earlier one if needed.

Pros:

  • Your files are stored securely, and you can access them from anywhere, which is great for remote work or multiple office locations.
  • Everything is organized in one place, making it easy to manage and find documents when you need them.
  • You’ll never lose track of document changes with the version control feature, which is key when multiple people are working on the same file.

Cons:

  • It’s a robust solution, so it may be pricier than simpler document management tools.
  • While great at what it does, it’s focused purely on documents, so you’ll need additional software for other administrative tasks.

6. CloudLex: Matter Management Software

CloudLex is designed specifically for small and mid-sized law firms that need an efficient way to manage their legal matters from start to finish.

It’s more than just a case tracking tool—it’s a full matter management system that keeps your entire firm organized.

CloudLex dashboard

Image source: G2

One of the standout features of CloudLex is its collaborative nature. It’s built to help your team work together seamlessly, keeping everyone on the same page.

Plus, since it’s cloud-based, you can access your matters from anywhere, whether you’re in the office or working remotely.

Key features:

  • Matter tracking: Keep track of all case-related information, including deadlines, tasks, and client details, in one organized platform.
  • Collaboration tools: Easily share documents, tasks, and updates with your team, ensuring that everyone stays informed and aligned on case progress.
  • Client communication: CloudLex includes a secure client portal, so you can communicate with clients, share documents, and provide updates without the need for endless back-and-forth emails.
  • Task management: Assign tasks, set deadlines, and track their progress to ensure nothing falls through the cracks.
  • Cloud-based: Access your matters from anywhere, whether you’re in the office, working from home, or on the go.

Pros:

  • CloudLex’s team-focused tools make it easy for everyone in your firm to work together and stay on top of case developments.
  • Unlike some practice management tools that are more general, CloudLex is laser-focused on managing legal matters, making it a perfect fit for small firms.
  • Clients can access updates, documents, and communications on the client portal securely, which cuts down on email overload.

Cons:

  • While CloudLex excels at managing matters, it doesn’t cover billing or accounting, so you’ll need to pair it with other tools for those functions.
  • Some users may find it takes a little time to get used to all of CloudLex’s features, especially if you’re new to legal software.

Build Your Tech Stack With the Right Law Firm Software

Finding the right legal software can really transform how your small law firm operates.

Whether you’re trying to stay on top of case management, billing, or organizing all those important documents, having the right tools can make a huge difference.

Tools like MyCase and NetDocuments help streamline everyday tasks, but if you’re dealing with discovery documents often, Briefpoint is the perfect way to save both time and effort.

Why not give it a try? With Briefpoint, you can cut down the hours spent on drafting discovery documents and get back to focusing on your clients.

It’s fast, and tailored for small law firms like yours, and already trusted by over 500 law firms.

Ready to see how much time you can save? Schedule a demo with Briefpoint today and discover how much smoother your workday can be!

Invest in Your Productivity 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 Software for Small Firms

What’s the best small law firm software?

There’s no one-size-fits-all answer, but tools like Clio for practice management and Briefpoint for automating discovery documents are top picks for small firms.

Is Briefpoint easy to use?

Yes! Briefpoint is designed to be user-friendly, so you can quickly draft discovery documents without much effort.

Can I use multiple legal software tools together?

Absolutely. Many tools, like Clio and MyCase, integrate with others, so you can use them together for a more streamlined workflow.

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.

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5 Must-Have Litigation Software Tools for Lawyers

5 Must-Have Litigation Software Tools for Lawyers

Handling legal cases can quickly become overwhelming with all the deadlines, documents, and research involved.

Luckily, litigation software offers tools to help law firms stay organized, automate routine tasks, and make the legal process more manageable.

Let’s explore the different types of litigation software that can simplify your workload.

lawyers working

What is Litigation Software?

In a nutshell, litigation software helps law firms manage the many moving parts involved in lawsuits and litigation cases.

It covers everything from case management to document storage, legal research, and even automating some of the more tedious tasks.

Whether you’re trying to keep track of court dates, store important files, or search through old case records, litigation software is designed to help.

5 Types of Litigation Software You Need

There are various types of litigation software, each serving a specific need in the legal process. So, let’s break them down one by one to give you a better idea of what’s out there.

legal lawyers meaning

1. Litigation Management Software

Litigation management software helps you track your cases, deadlines, court appearances, and key litigation events all in one place.

Instead of relying on spreadsheets or sticky notes, you can have everything organized and easy to access.

Key features:

  • Case tracking
  • Calendar reminders for court dates
  • Document organization by case
  • Time tracking and billing

2. Document Management Software

Every lawyer knows that paperwork is a big part of the job. Keeping track of every document, filing it correctly, and making sure you can find it later is no easy task.

Document management software stores all your legal documents securely in one place, which makes it easy to search, retrieve, and share with colleagues or clients.

Key features:

  • Secure file storage
  • Searchable document libraries
  • Version control (so you don’t lose important changes)
  • Sharing and collaboration tools

3. Discovery Document Automation Software

Drafting discovery documents can be a tedious and time-consuming task, but discovery document automation software simplifies the process.

It helps generate standardized discovery requests, responses, and other court documents to save valuable time and reduce errors in these critical documents.

Key features:

  • Automated drafting of discovery documents
  • Templates for discovery requests and responses
  • Legal form generation
  • Customization options for specific case needs

A great example is Briefpoint, an AI-driven tool designed to accelerate the drafting of discovery documents like requests for production, interrogatories, and requests for admission.

When you upload a document, Briefpoint’s AI quickly analyzes it and fills in most of the routine details for you, all while adhering to court rules for documents.

You can then add responses or objections from its pre-built options and finalize everything in Word. 

Briefpoint’s Bridge feature also simplifies client communication by turning legal jargon into plain language, letting clients respond directly.

Plus, their answers are automatically added to your document to save you from the usual back-and-forth emails.

4. Legal Research Software

Legal research can be one of the more tedious parts of preparing for a case. You have to dig through old court cases, laws, and statutes to find the right information to support your argument.

Legal research software, which often includes a feature called verdict search, makes this process easier by pulling up relevant case law and legal precedents for you.

This way, you can gain valuable insights without spending hours searching for information from multiple sources.

Key features:

  • Searchable databases of case law
  • Verdict search for past rulings
  • Statute and regulation libraries
  • Real-time updates on changes in the law

5. Legal Practice Management Software

Though sometimes similar to litigation management software, legal practice management software takes things a step further by automating routine tasks like handling billing, client communications, and overall law firm operations.

It’s an all-in-one solution that helps you keep your entire practice running smoothly.

Key features:

  • Client management tools
  • Billing and invoicing
  • Time tracking
  • Document and case management integration

Simplify Your Legal Workflow with Litigation Software

Litigation software can take a lot of the hassle out of managing cases, documents and even the time-consuming discovery process.

With the right tools, you’ll stay organized, work faster, and focus more on winning your cases.

Want to see just how much time you could save?

Try Briefpoint for yourself! Schedule a demo today and find out how it can make your discovery process faster and easier, all while cutting costs.

Make the Discovery Process More Cost-Effective 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 is litigation software?

Litigation software is a set of digital tools that helps law firms manage and organize various aspects of legal cases. It includes features for tracking case details, storing documents, automating discovery, and handling court-related administrative tasks, all designed to improve efficiency and reduce manual work.

What type of legal software do firms use?

Law firms use a variety of software to simplify their operations, including litigation management, document management, discovery automation, legal research, and practice management software. These tools help with case tracking, document storage, filing deadlines, research, billing, and client communication.

What software is used for case management?

For case management, legal professionals often use litigation management software or practice management platforms. These tools help organize case details, track court dates, manage client information, and store legal documents all in one place, simplifying the entire legal process for civil litigation.

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.

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What Software Do Litigation Lawyers Use?

What Software Do Litigation Lawyers Use?

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.

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.

a lawyer using a laptop

Types of Software Designed for Legal Professionals

In the legal profession, having the right tools at your disposal isn’t just helpful—it’s crucial. Lawyers can now deploy an arsenal of software solutions to simplify their daily grind.

Whether it’s case management, billing, or client communication, the right tool is just a click away.

Let’s break down the main types of software that are making the lives of lawyers a lot easier.

Legal Practice Management Software

Lawyers no longer have to juggle multiple systems to run their practice.

With law practice management software, they can efficiently manage tasks, schedule appointments, and handle accounting and document management all in one place.

For one, it keeps all client information, case details, documents, and deadlines organized and easy to access. This helps lawyers avoid wasting time looking for files or dealing with scattered data.

Additionally, practice management software comes with scheduling tools. By consolidating all your appointments, meetings, and court dates in one spot, it sends reminders that help you stay prepared and on schedule.

Financial tasks are also made simpler with legal practice management tools. It allows you to efficiently manage your project’s financials by providing an easy way to log hours and create professional-looking invoices.

Lawyers can log their hours directly into the system and then quickly generate accurate invoices to send to clients.

Legal Document Generation Software

Legal document generation software simplifies the whole process of creating legal documents, including discovery documents.

For example, Briefpoint.ai uses data extracted from court documents and a pre-trained AI to generate discovery document drafts that are pretty much complete.

Instead of starting each document from scratch, lawyers can upload their discovery requests, let the AI extract information and fill out the routine sections, and then finish up with their own objections or responses.

Time Tracking and Billing Tools

For law firms, time is literally money. That’s why they need to get time tracking and billing right.

With the right tools, firms can focus on what matters most: providing excellent service to clients while confidently collecting every dollar earned.

Lawyers can now track their time as they go, eliminating the need for tedious recaps at the end of the day. This could be on a desktop at the office or via an app if they’re out and about. The best part? It eliminates the guesswork and potential errors of trying to recall hours and days after the work’s done.

They’re capable of so much more than just logging hours like payroll, benefits, and performance tracking too.

Expenses tied to cases can add up quickly, but they provide a way to keep them in check. This also makes it easy to total them up and add them to client invoices.

When it’s time to bill clients, these tools can generate detailed invoices with just a few clicks.

They pull in all the logged hours and expenses, lay everything out clearly, and make sure that the invoice looks professional, which can help speed up the payment process.

Legal Research Tools

A comprehensive legal research platform provides a vast library of legal resources right at your fingertips. These platforms gather the essential resources⎯, case law, legal journals, you name it⎯, and make them effortlessly searchable, saving you time and headache.

Instead of digging through physical law books or bouncing between different websites, lawyers can use one comprehensive platform to find everything they need.

Another big plus is the depth of resources available. Whether you’re looking for a rare case precedent or the newest articles on a legal topic, these platforms have it all.

Client Relationship Management Software

Client Relationship Management (CRM) software helps simplify client interactions and keeps all client-related information in one neat package.

At your fingertips, you’ll find a centralized platform housing a wealth of info, including client contact info, case backgrounds, conversation records, and meeting recaps, all in one convenient spot.

CRM software shines in improving communication.

It automates follow-ups and reminders and can even handle marketing emails based on past client interactions, which helps make sure that the firm maintains a steady and professional connection with clients.

Incoming queries can overwhelm even the most organized teams. But with this system, you can gather calls, emails, and web form submissions into one neat pipeline, guaranteeing every client question gets a response.

The Benefits of Legal Software Solutions

Managing a law firm is like juggling many tasks at once. But what if you could offload some of that weight?

Legal software can help take care of administrative tasks and let attorneys focus on what they do best: serving their clients. Here are some of the key advantages:

Increased Efficiency

Legal software really kicks efficiency up a notch. By shouldering the burden of paperwork, case management, and billing, lawyers are left with more time and energy to really dig into the legal nitty-gritty.

Paperwork used to be a necessary evil, but now it’s finally taken a backseat. With more time on their hands, firms can seamlessly scale up their operations and keep their competitive edge.

Improved Accuracy

When it comes to the law, accuracy is non-negotiable. That’s where legal software comes in—it cuts down on human errors through automated calculations and standardized templates for documents.

Savvy businesses focus on accuracy to prevent mistakes and avoid dealing with the consequences. Errors can be costly, and having reliable information is the best way to prevent them.

Better Organization

Legal software keeps everything in one place and makes sure all case-related info is easy to access and up to date.

Whether it’s quickly pulling up documents or checking a client’s history, everything is well-organized and easily available, so you don’t miss anything important.

Enhanced Client Service

With tools like CRM systems and practice management software, staying connected with clients is smoother than ever.

With automated follow-ups and schedule updates, your clients will never feel left in the dark. This approach has a profound impact on their satisfaction levels, leading to greater loyalty and referrals.

Cost Savings

Investing in legal software might seem like a large upfront investment, but it can save a lot of money over time.

It reduces the need for administrative staff by making operations more efficient, which lowers costs and increases profits.

What 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

Briefpoint AI

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 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. Clio: Practice Management

Clio

Source: Clio

What if you could manage most,⎯if not all⎯, aspects of your practice using only one platform?

Clio is an all-in-one case management software designed to help law firms stay organized and efficient.

It’s packed with features that simplify the daily operations of legal practice, from managing cases and clients to handling billing and scheduling.

Best Features:

  • All-in-one solution: Clio covers everything from case management and document storage to billing and invoicing. It centralizes all your important information and tasks in one place, so it’s easy to stay organized.
  • Cloud-based: Accessible from anywhere, Clio allows you to manage your practice whether you’re in the office, at home, or on the go. This flexibility is great for remote legal work and accessing files from multiple locations.
  • Client portal: Clio offers a secure client portal where clients can access their documents, communicate with you, and stay updated on their case status.
  • Time tracking and billing: Track billable hours effortlessly and generate detailed invoices with just a few clicks. Clio’s billing features help make sure you get paid accurately and on time.

Limitations:

  • Cost: Clio can be a significant investment, especially for smaller firms. The pricing may be a bit steep for solo practitioners or small practices with limited budgets.
  • Feature overload: For smaller firms or solo practitioners, Clio’s extensive features might feel overwhelming. It has a lot of capabilities, which might be more than what a small practice needs.
  • Learning curve: While Clio is user-friendly, getting the hang of all its features and functionalities can take some time.

3. FastCase: Legal Research

fastcase

Source: FastCase

One of the most tedious parts of litigation is due diligence or, more specifically, legal research.

Imagine having a hyper-powered legal research partner that cranks out results in seconds. That’s what FastCase delivers⎯fast, reliable access to a massive cache of legal knowledge. 

Picture this: you’re wading through stacks of legal texts, searching for that one key precedent. This research process serves as your guide, leading you straight to the relevant case law, statutes, and legal building blocks you need.

Best Features:

  • Comprehensive database: FastCase offers access to a wide array of legal documents, including case law, statutes, regulations, court rules, and legal journals.
  • Advanced search functionality: The platform includes robust search tools that help you find relevant legal information quickly. You can use keywords, citations, or natural language to conduct your searches, making it easy to locate the documents you need.
  • Visualization tools: FastCase includes unique visualization features, which help you better understand the relationships between cases and the development of legal doctrines.

Limitations:

  • Subscription costs: While FastCase offers a range of pricing plans, accessing the full suite of features can be expensive.
  • Limited annotations: FastCase might not have as extensive annotations and editorial content as some other legal research platforms. This could require users to supplement their research with additional sources for deeper insights.

4. DocuSign: Signatures

Docusign

Source: DocuSign

DocuSign is a popular electronic signature platform that allows lawyers to get documents signed quickly and securely.

Modern law firms can’t imagine life without this tool, which effortlessly streamlines document signing and abolishes the need for a paperwork pileup.

Best Features:

  • Legally binding: DocuSign ensures that electronic signatures meet legal standards and are legally binding.
  • Ease of use: The platform is user-friendly, making it easy for both lawyers and clients to sign documents electronically. With just a few clicks, documents can be signed and returned, saving time and reducing hassle.
  • Secure: DocuSign uses advanced security measures, including encryption and secure storage, to protect sensitive information.

Limitations:

  • Internet dependency: DocuSign requires a stable internet connection to function. This can be a limitation in areas with poor connectivity or during internet outages.
  • Cost: The pricing for DocuSign can be a consideration, especially for smaller firms or solo practitioners. The cost may add up if the platform is used frequently.

5. LeanLaw: Accounting

leanlaw

Source: LeanLaw

For law firms, managing finances can be a minefield, but LeanLaw is here to guide them through it, accuracy being its top priority.

Legal accounting just got a whole lot easier. This platform simplifies the process with features that cater specifically to the demands of legal professionals.

Best Features:

  • Legal-specific features: LeanLaw includes features designed specifically for law firms, such as trust accounting, which is crucial for managing client funds separately from the firm’s operational funds.
  • Integration with QuickBooks: LeanLaw integrates seamlessly with QuickBooks so that financial data is synced between the two systems, reducing manual data entry and the potential for errors.
  • Time and expense tracking: The software allows for easy tracking of billable hours and expenses. Lawyers can log their time and associated costs directly into LeanLaw, which then integrates this data into invoices.

Limitations:

  • Cost: For smaller firms or solo practitioners, the cost of LeanLaw might be a consideration. While it offers valuable features, the pricing could be a barrier for those with limited budgets.
  • Dependence on QuickBooks: LeanLaw is most effective when used in conjunction with QuickBooks. Firms that don’t use QuickBooks might find it less useful or may need to invest in additional software.

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.ai, is a 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 Tech Tools

What is the most important software for litigation lawyers?

It depends on the lawyer’s needs, but practice management software is often considered essential as it helps with task management, scheduling, and client communications.

How can legal software improve client communication?

Staying on top of client communications can be a Herculean task, but legal software and similar CRM solutions simplify the process by organizing interactions, automating updates, and streamlining follow-ups so you can maintain quality legal services.

Are legal software solutions secure?

Yes, most legal software solutions are designed with robust security features to protect sensitive client information. They often include encryption, secure cloud storage, and compliance with legal industry standards to ensure data privacy and security.

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.

READ MORE