Law Firm Digital Transformation: Moving Forward This 2024

The 2023 Wolters Kluwer Future Ready Lawyer Survey found that 87% of legal professionals think that technology has improved their everyday work. However, some of the attorneys from the study said that they aren’t leveraging technology as much as they should.

In an industry where speed and efficiency are king, no law firm can afford to be left behind. Clients aren’t just hoping for better service—they’re expecting it. And the traditional ways of running a law firm are no longer enough to meet these demands. This is where digital transformation steps in.

But let’s get one thing straight: digital transformation isn’t just about jumping on the latest tech bandwagon. It’s about fundamentally rethinking how your firm operates. In other words, you need to find smarter, faster, and more efficient ways to deliver legal services.

Not sure where to start?

In this guide, we’ll teach you how to navigate the tech market and find solutions to get your law firm to the next level.

What Does Digital Transformation Mean For the Legal Industry?

Digital transformation is changing how law firms work, communicate with clients, and manage daily tasks. It’s not just about picking up the latest tech but about reimagining how legal services are delivered to maximize efficiency and stay competitive.

At its core, digital transformation means using technology to handle repetitive tasks like document drafting, billing, and case tracking. These changes are essential for law firms looking to offer faster, more accurate, and personalized services.

By simplifying legal workflows and cutting costs, firms can deliver more responsive and client-focused services, which is something that’s becoming increasingly important as client expectations rise.

It also taps into the power of data. With advanced analytics, law firms can make smarter decisions, whether it’s crafting a case strategy or managing business operations.

In short, digital transformation leads to a more efficient, effective, and modern law firm. As the legal industry evolves, those who embrace this shift will set new standards for service and efficiency, positioning themselves to thrive in the years ahead.

But why are some law firms holding back?

Why Are Traditional Law Firms Hesitant to Adopt Legal Technology?

Some law firms are still hesitant about jumping into digital transformation, and it’s easy to see why. Cost is a big concern, especially for smaller firms where the initial investment in new technology can feel overwhelming.

Plus, there’s the worry that moving everything to digital platforms could put sensitive client information at risk, with cybersecurity being a top concern.

Another major hurdle is change itself. Many legal professionals have been doing things a certain way for years, and the idea of switching to new systems can feel like a big disruption. There’s often a fear that it might slow down their work or require a steep learning curve.

However, by hesitating on digital transformation, law firms risk falling behind competitors who are already gaining efficiency, better client satisfaction, and smarter decision-making through modern technology. Those who stick to outdated methods may struggle to meet client expectations and miss out on valuable growth opportunities.

The Benefits of Digital Transformation For a Law Firm

Deprioritizing your law firm’s digital transformation can make you miss out on a lot of clear advantages. Here are some of the most important ones:

1. Maximized Efficiency

One of the biggest perks is the jump in efficiency. By automating those time-consuming tasks like drafting documents or handling billing, law firms can free up valuable time to focus on what really matters.

It speeds things up and cuts down on mistakes which, in turn, makes everything run more smoothly. This is why top law firms invest so heavily in legal technology.

2. Better Client Service

Clients today expect quick responses and transparent processes, and digital tools help deliver just that. With the right tech in place, legal teams can offer more personalized and responsive service, keeping clients happy and engaged.

3. Cost Savings

Sure, there’s an upfront investment, but the long-term savings are worth it. By streamlining workflows and cutting down on manual labor, firms can reduce costs.

Plus, better resource management means fewer wasted dollars down the line.

4. Smarter Data Management

Gone are the days of digging through piles of paperwork. With digital systems, managing documents becomes a breeze. Everything is stored, retrieved, and shared with ease, making operations smoother and client interactions more efficient.

5. Improved Collaboration

Technology also makes teamwork easier. Tools that allow real-time updates and shared access mean everyone stays on the same page, no matter where they are. This leads to better collaboration and more effective project management.

6. Informed Decisions

With advanced analytics at their fingertips, law organizations can make smarter, data-driven decisions. Whether it’s strategizing for a case or tracking business performance, these insights give firms a competitive edge and help them stay ahead of the curve.

The Law Firm Digital Transformation Journey in 5 Steps

Taking on digital transformation might seem daunting, but breaking it down into simple steps can make the whole process much easier. Here’s a straightforward guide to help your law firm successfully navigate the digital shift:

1. Take Stock of Where You Are

Before starting digital transformation, it’s a good idea to take a moment and assess your current setup.

What tech are you using right now? Are there tools that are working well and others that are more of a hassle than a help? Maybe certain tasks take longer than they should, or some processes feel clunky and outdated.

Look for the spots where things slow down or get stuck—these are the areas that could really benefit from an upgrade. And don’t forget to chat with your team. They’re the ones dealing with these tools every day, so they’ll have a lot of valuable insights.

2. Set Your Goals

Now that you’ve got a handle on where things stand, it’s time to think about what you want to achieve with digital transformation. What’s the big picture?

Maybe you’re aiming to boost client satisfaction by making communication faster and more transparent. Or perhaps you want to streamline your workflow, cutting out unnecessary steps to make everything run more smoothly.

Cutting down on costs might also be a priority, especially if you’re looking to free up resources for other important areas of your practice.

Whatever your goals are, it’s important to clearly define them from the start. Knowing exactly what you’re working towards will keep you focused and guide your decisions as you choose which digital technologies to adopt.

Plus, having these goals in mind makes it easier to measure your progress and adjust your approach if needed.

3. Pick the Right Tools

With your goals in mind, the next step is to choose the right tools to help you reach them. Not all technology is the same, so it’s important to find solutions that really fit your firm’s unique needs.

For example, if you’re looking to keep track of cases more efficiently, a good case management software might be just what you need. Or, if generating documents is taking up too much of your time, a document automation tool could be a game-changer.

Take the time to research and maybe even test out a few options before committing. It’s worth it to make sure the tools you choose meet your needs and integrate well with each other and your existing systems.

We’ll discuss the best technology solutions for the legal profession later.

4. Get Your Team Onboard

Even the best technology won’t make a difference if your team isn’t on board and comfortable using it. That’s why it’s an absolute must to make sure everyone is up to speed with the new tools you’re implementing.

After all, your team is the backbone of your law firm, and their ability to use these tools effectively will make or break your digital transformation efforts.

Start by communicating the benefits of the new technology to your team. Help them understand how these changes will make their jobs easier, improve client interactions, and ultimately contribute to the firm’s success. Once everyone sees the value, they’ll be more motivated to learn and embrace the new systems.

When it comes to training, consider different approaches to suit your team’s needs. You could set up hands-on workshops where everyone can practice using the new tools in a real-world setting.

Online training modules can be flexible, allowing team members to learn at their own pace. And if there’s a particularly complex tool or system, bringing in an expert for in-depth training might be worth the investment.

Remember, the goal is to ensure that everyone feels confident and competent with the new technology. Encourage open communication so team members can ask questions and share feedback as they get used to the changes.

5. Keep an Eye on Progress

Keep in touch with your team to gather their feedback on how the new tools are working. Are they making things easier? Are there any issues? Also, look at measurable outcomes, such as whether you are hitting the goals you set.

Remember, this is a continuous process. Technology and needs change, so be ready to make adjustments along the way. Staying flexible and proactive will help ensure everything runs smoothly and your firm stays ahead.

Types of Legal Tech You Need

As your law firm moves into the next level of modernization, there are a few key types of legal tech you’ll want to have in your toolkit. These tools can make your work easier, faster, and more efficient.

Let’s break down the essentials:

Document Automation

Document automation is a real time-saver. Instead of drafting the same documents over and over, you can use generative artificial intelligence or templates that automatically fill in the necessary details.

This means you can whip up accurate, consistent documents in no time, reducing the chance of mistakes and freeing up your schedule for more important tasks.

For example, Briefpoint is an AI-powered tool specialized for the legal sector. It lets you automate the creation of discovery documents, including but not limited to requests for production, requests for admission, and interrogatories, so you can focus on more important parts of discovery.

One of Briefpoint’s standout features is Briefpoint Bridge, which streamlines client communication. This tool makes it simple to gather client responses by translating requests into plain English, sending them to your clients, and automatically incorporating their replies into your discovery documents.

Schedule a demo to test these features out. Over 500 legal firms already trust Briefpoint, and you won’t have to worry about a steep learning curve.

Case Management Software

Juggling cases, deadlines, and client communications can be a headache, but case management software makes it manageable. It centralizes all your case information in one place, so you can easily track everything from client details to court dates.

Plus, it helps you stay organized, meet deadlines, and focus on delivering top-notch service to your clients.

Practice Management Software

Think of practice management software as your firm’s command center. Beyond managing cases, it handles everything from scheduling appointments to tracking billable hours and managing contacts.

It streamlines your daily operations, keeping everything running smoothly and ensuring nothing falls through the cracks.

Document Management

Document management systems are like a super-organized digital filing cabinet. They let you store, organize, and retrieve all your firm’s legal documents quickly and securely.

With a good DMS, you can easily search for electronic documents, keep track of different versions, and share files securely with your team or clients. It cuts down on clutter and makes it easy to find what you need exactly when you need it.

Legal Billing and Accounting Tools

Managing your firm’s finances is crucial, and legal billing and accounting tools help you do just that. These tools make it easier to track time, generate invoices, and handle all your accounting tasks. With the right tools, you can make sure your billing is accurate, your finances are in order, and you’re getting paid on time.

Don’t Get Left Behind

Staying ahead means embracing change, and digital transformation is the key to making that happen.

Moving forward with the right technology goes beyond keeping up. It’s about completely rethinking how your law firm operates to deliver faster, smarter, and more personalized services to your clients.

The benefits are clear: more efficient legal practices, happier clients, cost savings, and a competitive edge that can set your firm apart.

But taking that first step can feel a bit daunting. Concerns about cost, security, or the hassle of learning new systems can hold you back. Yet, the firms that push past these challenges are the ones that will thrive, setting new standards in the industry and positioning themselves for long-term success.

Why wait to see the difference digital transformation can make? Briefpoint is here to help you simplify document automation and client communication, saving your firm valuable time and money. Ready to see how it works?

Schedule a demo today and join the 500+ legal firms already using Briefpoint to transform their practices and elevate client service.

Upgrade Your Digital Strategy 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 Digital Transformation in Law Firms

What is digital transformation in a law firm?

Digital transformation refers to the adoption of technology to improve operations, client services, and overall efficiency, allowing legal firms to significantly upgrade their services. This can include using software for document management, case management, document review, billing, and other essential functions.

Why is digital transformation important for law firms?

Legal digital transformation is important because it helps law firms stay competitive in a fast-changing industry. By adopting new technology, many firms can improve efficiency, reduce costs, and provide better services to their clients.

How can a law firm start its digital transformation process?

Law firms can start their digital transformation projects by assessing current technology and business processes, setting clear goals, choosing the right tools, training their teams, and regularly monitoring progress.

What types of legal tech should law firms consider?

Law firms should consider emerging technologies such as document automation tools, case management software, practice management software, document management systems, and legal billing and accounting tools. Typical software like video conferencing tools and note-taking apps are also important.

What are the benefits of digital transformation for law firms?

The benefits include increased efficiency, better client service, cost savings, enhanced collaboration, and improved historical data management.

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The Future of Legal Technology & What We Can Expect

Legal operations are almost unrecognizable these days. Legal tech started ramping up in the 1990s, but it wasn’t until recent years that technology truly transformed how law firms work.

Thanks to the introduction of AI, cloud-based solutions, and other sophisticated law-specific tools, it seems like legal tech companies accomplished decades’ worth of development in only a few years. But what does this mean for the future of law?

Let’s take a closer look at what’s coming and how it’s set to change the way law firms operate.

The Traditional Workflows We Left Behind

Remember when the legal industry was rooted in old-school methods? Everything seemed to take longer back then; whether it was scheduling meetings, gathering information, or simply getting a task done, the process was often slow and manual.

It wasn’t just about paperwork. It was the whole approach to work that felt like it was stuck in the past. Communication happened mostly in person or over the phone, and collaboration was limited by geography and time. The workflows we had in place produced perpetual logjams, tests of patience, and boundless anxiety.

Today, things couldn’t be more different. We’ve left behind those traditional ways of working in favor of modern tools and technologies that make everything faster and more connected.

From instant communication platforms to cloud-based project management tools, the way we work now is more streamlined and flexible. Tasks that used to take hours can now be done in minutes, and working with colleagues or clients across the globe is just as easy as working with someone down the hall.

We’ve traded the old for the new, and in doing so, we’ve opened the door to a more efficient and dynamic way of getting things done. But just how far have we come?

Legal Tech Today

Say goodbye to excessive paperwork and hello to optimized productivity because the legal tech revolution is putting the pace back to justice.

The days of spending hours digging through casebooks or manually drafting contracts from scratch are over. With tools like document automation, contract management software, and advanced legal research platforms, legal professionals can now accomplish in minutes what used to take them hours.

Need to find a relevant case? Just type in a few keywords, and you’ve got the information at your fingertips. Drafting a discovery document? Use generative AI, tweak a few details, and you’re done. Managing mountains of data? Software can organize, categorize, and make sense of it all without breaking a sweat.

But here’s the thing: what we’re seeing today is just the tip of the iceberg. Impressive as these tools are, the real excitement lies in what’s coming next—a wave of even more cutting-edge technologies.

We’re at a point where technology is not just helping lawyers work faster, it’s starting to change the way they think about their work. As these tools evolve, they’ll continue to push the boundaries, making legal processes not just faster and more efficient but smarter and more intuitive, too.

The Future of the Legal Industry and Technology

So, what’s next on the horizon for the legal sector?

Lawyers, take note: the ground is shifting beneath your feet, and the entire legal system is poised to be turned on its head. In the near future, expect to see technology that’s not just faster or more efficient but genuinely smarter and more intuitive.

AI is set to take center stage as it goes beyond just helping with routine legal processes like document drafting. Imagine AI predicting case outcomes, suggesting strategies, or even guiding decision-making processes based on data analysis. Some tools already have these capabilities, but only to a certain extent.

But with all this new tech coming in, there’s a catch. Lawyers will need to adapt or risk getting left in the dust.

As law practice transforms, early adopters will catapult to the industry’s top tier. It’s not about replacing lawyers with robots but about using these tools to optimize what lawyers can do, which can make them more effective and allow them to focus on the more nuanced, human aspects of the job.

We’re standing at a crossroads, with the road ahead looking sharp and sleek while the one behind us is pockmarked with ruts and nostalgia. That’s why holding onto outdated thinking just won’t take us where we need to go. The legal landscape is no longer standing still, and our understanding of it needs to move in tandem.

The Biggest Trends of 2024

So, how can your legal practice keep up with all these changes? Here are some of the best types of legal tech you need to be adopting today:

1. Automation and Artificial Intelligence

Automation and AI are becoming a core part of how legal work gets done. Remember when mundane tasks would suck up hours of your day? Those days are numbered, thanks to the rise of smart tools that take care of business.

Think contract drafting, document review, and even legal research. With AI handling mundane duties, lawyers are now free to tackle the tougher, more interesting cases. Ultimately, this leads to better efficiency, case outcomes, and law firm profitability.

A prime example of AI making life easier for lawyers is Briefpoint. Using generative artificial intelligence, Briefpoint automates the creation of discovery documents. What usually takes hours can now be done in minutes, and you can spend the rest of your time on more value-adding tasks.

With Briefpoint Bridge, you can finally simplify client responses and get to the heart of the matter. With it, collecting client input becomes a seamless experience. It reframes technical jargon into plain language, shares it with clients, and effortlessly incorporates their responses into your working documents.

Over 500 law firms trust Briefpoint to help them write requests for production, requests for admission, interrogatories, and more. If you want to see how it works, schedule a demo today.

2. Online Legal Services

Online legal services are on the rise, and this trend is only going to get stronger. Faced with a legal snag, people crave hassle-free solutions, and online platforms are happily obliging.

Whether it’s drafting a will, handling a small legal dispute, or getting advice on an issue, more and more services are moving online. This shift is making legal help more accessible to everyone, not just those who can afford traditional legal fees.

3. Cloud-Based Collaboration

Remote work isn’t going anywhere, and cloud-based collaboration tools are making it easier for lawyers to work from just about anywhere.

Sharing legal documents, collaborating on cases, and staying in sync with colleagues and clients doesn’t require everyone to be in the same room anymore. This trend will keep growing, and as it does, collaboration is becoming smoother, faster, and more efficient.

4. Virtual Reality (VR) and Augmented Reality (AR)

These technologies are opening up new possibilities, like virtual courtrooms where participants can “attend” proceedings without actually being there.

Imagine walking through a reconstructed crime scene using AR—it would give lawyers a whole new way to understand and present evidence. It’s early days, but the potential is huge.

5. Predictive Analytics

Predictive analytics is all about using data to forecast outcomes, and it’s becoming a game-changer in the legal field. By analyzing past cases, predictive analytics can help lawyers anticipate how a judge might rule or gauge the likelihood of a case going to trial.

As this technology gets better, it’s becoming an invaluable tool for making informed decisions based on solid data, rather than just gut feelings. It’s a trend that’s going to keep growing and making a real impact on legal strategy.

6. Alternative Legal Service Providers

Unlike traditional law firms, ALSPs focus on specific legal tasks like document review, contract management, and legal research, using technology to get the job done faster and cheaper.

They’re changing the game by offering specialized services that help law firms and corporate legal departments operate more efficiently. This shift is making waves in the industry, as ALSPs bring a fresh approach that can disrupt the way legal services have traditionally been delivered.

Embrace the Change to Maintain a Competitive Advantage

The future of legal technology isn’t just on the horizon—it’s here, and it’s changing the game.

If you’ve been wondering how to keep up with all these advancements, you’re not alone. From AI-driven tools to cloud-based collaboration, the legal profession is evolving fast. And it’s not just about keeping pace; it’s about setting a new standard for how we work, making things faster, smarter, and more client-friendly.

So, are you ready to step into the future of legal practice? Briefpoint is designed to help you do just that.

Imagine cutting down hours of work into just minutes with AI-powered document creation, or simplifying client communication with Briefpoint Bridge. Sounds good, right?

Join the 500+ law firms already reaping the benefits and see how Briefpoint can transform your litigation process. Schedule a demo today and take your first step into the future!

Why Adapting to New Legal Tech Means More Profit

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

Test Briefpoint yourself by scheduling a demo here.

FAQs About the Future of Legal Tech

Will AI replace lawyers in the future?

No, AI won’t replace lawyers, but it will change the way they work. AI can handle routine tasks, freeing up lawyers to focus on more complex and strategic work. AI doesn’t have the in-depth legal knowledge, emotional intelligence, judgment, contextual understanding, and ethical reasoning that human lawyers have.

Are online legal services reliable?

Yes, online legal services have come a long way and are becoming increasingly reliable. However, it’s still important to do your research and choose a reputable service for your law firm.

How secure is cloud-based collaboration?

Security is a top priority for cloud-based tools, with many using encryption and other measures to protect sensitive information. However, it’s essential to follow best practices and use tools from trusted providers.

How can predictive analytics help lawyers?

Predictive analytics can help lawyers make better decisions by analyzing legal data and predicting outcomes. This can save time and improve the accuracy of their work.

What Are the Benefits of Cloud-Based Legal Software?

Is your law firm stuck in the past with clunky, hard-to-use software? What if you could manage your entire legal practice from anywhere, whether you’re in the office, at home, or even sipping coffee at your favorite café?

It’s time to invest in cloud-based software. It’s an industry disruptor that’s helping law firms and legal professionals ditch the old-school approach and embrace a more flexible, efficient way of working.

Curious about what it can do for your firm? Let’s break down the benefits and see why so many firms are making the switch to the cloud.

What is Cloud-Based Legal Software?

Cloud-based legal software is pretty much what it sounds like—legal software that lives in the cloud instead of on your office computers. You don’t need to install anything on your local servers; instead, everything’s hosted on remote servers that you access via the Internet.

Imagine being able to manage your cases, track your time, and even collaborate with your team from anywhere you’ve got an internet connection. Whether you’re working from home, at a coffee shop, or even on vacation, you can easily access all your important legal tools and data.

This setup means you don’t have to worry about the headaches that come with traditional software, like slow updates or maintaining expensive hardware. Everything is managed remotely, so you always have the latest features and security measures at your fingertips.

Plus, it frees up your IT team to focus on more important things, like making sure your security protocols are up to date.

Cloud Computing is the Future of the Legal Industry

Cloud-based legal software has a lot to offer when it comes to improving how your law firm runs. From giving you the freedom to work from anywhere to keep your data secure and always up-to-date, it’s a huge payoff for such a simple investment.

With features like easy collaboration, automatic updates, and reliable data backups, moving to the cloud is a no-brainer for any law firm that wants to stay ahead.

If you’re ready to give your firm a boost, Briefpoint is here to help. With Briefpoint, you can prepare discovery documents in minutes thanks to generative artificial intelligence. It also comes with Briefpoint Bridge, a feature that translates discovery requests into plain English, sends them to your clients, and automatically incorporates responses into your documents.

Plus, Briefpoint has teamed up with Microsoft’s Azure cloud platform to offer top-notch scalability and security, which makes sure that your firm’s documents are handled swiftly and safely, no matter the demand.

Why not see for yourself? Schedule a demo today and discover how Briefpoint can make your work life easier.

Expand Your Tech Stack With Briefpoint

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

Test Briefpoint yourself by scheduling a demo here.

FAQs About Cloud-Based Legal Tools

How secure is cloud-based legal software?

Cloud-based legal software is generally very secure. It includes features like encryption, regular backups, and access controls to protect firm and client data. Plus, because it’s hosted on remote servers, your data is safe from physical threats like fires or floods.

Can I use cloud-based legal software if I have a small law firm?

Absolutely! Cloud computing is scalable, making it a great option for firms of all sizes. You can start small and add more features or users as your firm grows. For example, you can start with just enough data storage and expand from there.

Is cloud-based legal software cost-effective?

Yes, cloud-based legal software can be more cost-effective than traditional or on-premise software, which is why many law firms make the investment. It eliminates the need for expensive hardware, and you can spread out the costs over time with a subscription model.

Will I need to pay for software updates?

No, with cloud-based legal software, updates are handled automatically by the provider and are typically included in your subscription. This means you always have access to the latest features without extra costs.

8 Best Legal Document Automation Software in 2024

Advances in software and artificial intelligence (AI) are enabling the legal profession to automate more rote tasks. Solutions reduce the burden on attorneys and paralegals, driving up margins, reducing burnout, and enabling more client focus.

Unfortunately, not all lawyers are technically minded, limiting their capacity to choose a suitable solution. Dozens of software developers promise remarkable benefits, but which can produce the goods?

In this article, we’ll explore the best 8 legal document automation solutions in today’s market, helping you find solutions to drive success in your practice.

Before we talk about the best legal document automation software, let’s discuss the benefits of finding the right one in the first place.

Advantages of Automating Legal Documents

Automation comes with many obvious benefits, such as time savings, reduced costs, and more efficient workflows. However, it’s still worth looking into each potential advantage to see the importance of finding a solution that works for you.

Let’s dive into the key benefits of legal document automation:

1. Time Savings

Automating legal documents allows you to drastically cut down the time spent on repetitive tasks like drafting, reviewing, and revising.

Instead of manually creating each document from scratch, automation tools let you generate them in just a few clicks.

This efficiency frees up valuable hours, allowing attorneys and staff to focus on higher-value tasks like strategizing, client meetings, or case analysis.

2. Increased Accuracy

One of the biggest advantages of document automation is the reduction of human error. Automated systems make sure that documents are consistent and error-free, as they pull from pre-approved templates and standardized language.

This minimizes the risk of mistakes such as typos, omissions, or incorrect information, which can be costly and time-consuming to correct.

3. Cost Efficiency

By speeding up the document creation process, automation helps reduce labor costs associated with manual drafting.

Fewer hours spent on routine paperwork translates to lower operational expenses, which can make your practice more profitable. This cost efficiency is especially beneficial for small and mid-sized firms looking to maximize their resources.

4. Improved Client Service

With the time saved through automation, legal professionals can dedicate more attention to client needs.

Faster document turnaround times and reduced errors lead to a better client experience, improving satisfaction and potentially increasing client retention and referrals.

5. Consistency and Standardization

Automation ensures that all legal documents adhere to the same format, style, and standards.

This consistency not only enhances the professionalism of your documents but also ensures compliance with legal requirements.

Standardized templates make it easy to maintain a uniform appearance across all your firm’s documents, reducing the need for constant oversight.

6. Better Security and Compliance

Legal document automation tools often come with built-in security features like encryption and access controls.

These tools ensure that sensitive client information is protected and that your documents comply with industry regulations.

This added layer of security is a must for maintaining trust with clients and avoiding legal repercussions.

7. Scalability and Flexibility

As your firm grows, the volume of documents you need to manage will also increase. Automation provides the scalability needed to handle this growth without overwhelming your team.

Additionally, many automation tools are flexible, which allows you to customize templates and workflows to suit specific practice areas or client needs.

Best Legal Document Automation Software Tools of 2024

Now that you know the key advantages that legal document automation software can bring to your law firm, here are the best options you can choose from:

1. Briefpoint

Briefpoint is one of the leading document automation software specifically designed for legal practices. Over 500 law firms currently trust it to streamline the drafting of routine discovery responses and request drafting tasks, allowing attorneys to save time and focus on higher-value tasks.

As a specialized solution for the legal sector, Briefpoint automates requests for admission, requests for production, and interrogatories. These documents are time-consuming, but the document automation tool automates the process using the power of machine learning.

A standout feature of Briefpoint is Briefpoint Bridge, which simplifies client communication. This feature lets you collect client responses with ease.

It translates requests into plain English, sends them to your clients, and automatically integrates their responses into your discovery documents.

Briefpoint lets you schedule a demo to test its software at your firm. The solution is appropriate for people of all technical skills with almost no learning curve, saving an average of 87% of time spent on each document.

View Briefpoint’s pricing here.

Pros

Briefpoint significantly reduces the time spent on drafting discovery responses and other repetitive legal documents, which allows attorneys to focus on higher-value tasks.
Designed with legal professionals in mind, Briefpoint has a user-friendly interface that requires minimal training, making it accessible to users of all technical abilities.
Briefpoint is tailored specifically for the legal industry, with features that automate complex documents like requests for admission, requests for production, and interrogatories.
The platform leverages AI to scan and analyze documents and auto-populate information, which minimizes manual input and potential errors.
By automating routine tasks, Briefpoint can lead to significant cost savings per attorney, improving the overall profitability of your practice.

2. Clio

Source: Clio.com

Clio is a market leader in law office management and offers various legal document automation features as part of a suite of services.

The tool gives you control over your practice from a single dashboard, eliminating the need for complex integrations or straddling workflows.

Clio includes templates for legal documents, including letters, contracts, and pleadings. The drag-and-drop interface makes customizations and edits straightforward, avoiding the need for technical knowledge.

Furthermore, the software operates practice-wide via the cloud. Team members can access it anywhere, facilitating remote work and out-of-hours services.

That said, it is not perfect. While Clio offers some document automation, it is a tacked-on feature. Developers felt they had to include it after other vendors introduced more advanced solutions. Therefore, it doesn’t offer the customization features required for highly specialized needs.

Pricing can also be an issue. The subscription fee is per user, with some plans over $125 a month for every account you add.

Furthermore, it makes you pay extra to access integrations, which is problematic if you have invested heavily in your software stack already.

Pros

Clio offers a wide range of features beyond document automation, including case management, billing, time tracking, and client relationship management, making it an all-in-one solution for law firms.
Clio operates entirely in the cloud, allowing team members to access the platform from anywhere, which is particularly useful for remote work and out-of-office access.
The platform has an intuitive, drag-and-drop interface, so it’s easy for users of all technical levels to navigate and use.
Clio integrates with a broad range of other software, including Google Workspace, Microsoft 365, and various legal research tools.
Clio offers customizable templates for a variety of legal documents, which simplifies the process of creating and managing legal paperwork.

Cons

Clio’s pricing can be on the higher side, especially for smaller firms. The subscription model charges per user, which can add up quickly if you have a large team.
While Clio includes document automation, it’s somewhat basic compared to specialized tools. For firms that need advanced document automation capabilities, Clio might fall short.
Some key integrations require additional fees, which can further increase the overall cost of using Clio.
Despite its user-friendly design, the comprehensive nature of Clio means there’s a learning curve, particularly for users unfamiliar with practice management software.
Some users have reported performance issues, such as slow loading times and occasional glitches, which can be frustrating when working on time-sensitive tasks.
The extensive features and functionalities may be overkill for solo practitioners or very small firms, who may find it more complex than necessary for their needs.

3. DocuSign

Source: DocuSign.com

DocuSign Signature doesn’t quite fall into the category of legal document automation software, but law offices use it extensively, so it is worth mentioning here.

Teams find it helpful to enable attorneys and clients to sign documents and track their progress over time. As such, it saves time compared to conventional paper-based signing workflows.

Other benefits include its mobile-friendliness, integration across platforms and reasonably advanced security.

Other solutions offer far more time-saving features. It also focuses on electronic signatures. While you can make edits, doing so is cumbersome.

Finally, you will need to pay a subscription if using the solution for high volumes of documents (a guarantee in most legal practices). Therefore, it is not a free tool, despite seeming like one.

Pros

DocuSign is widely recognized for its user-friendly interface, making it easy for both legal professionals and clients to sign documents electronically without any technical hurdles.
As one of the most popular e-signature platforms, DocuSign is trusted by millions of users worldwide, which helps ensure compatibility and familiarity for clients and other parties involved.
DocuSign is mobile-friendly, allowing users to sign documents and track their status on the go via smartphones and tablets, which is particularly useful for busy legal professionals.
DocuSign integrates seamlessly with a wide range of applications, including Microsoft Office, Google Workspace, Salesforce, and many legal practice management tools, enhancing workflow efficiency.

Cons

While DocuSign excels at electronic signatures, its capabilities for full-scale document automation are limited compared to specialized legal document automation tools.
For law firms handling a high volume of documents, DocuSign’s pricing can become expensive, as it charges per envelope (a set of documents sent for signing).
DocuSign offers limited document editing features, making it cumbersome to make significant changes or customizations within the platform before signing.
Although basic features are easy to use, more advanced functionalities, like conditional fields and custom workflows, may require additional training or time to master.
DocuSign is not tailored specifically for the legal industry, meaning it lacks some of the specialized features and templates that other legal-focused platforms might offer.

4. PandaDoc

Source: PandaDoc.com

Another piece of legal document automation software is PandaDoc. Like Clio, it is an all-in-one platform, letting you generate documents, collect e-signatures, and leverage analytics.

Developers claim it can speed up paperwork by 40% (approximately two working days per week).

PandaDoc isn’t a legal-specific document automation platform but specializes in this area. Law firms can look forward to spending up to 80% less time creating documents, thanks to its template library and drag-and-drop editor.

It also has tools for expediting contract creation, avoiding the need to cut and paste (or even write) by hand. Built-in commenting assists with edits and helps to speed up negotiations for teams involved in commercial law.

The reason some teams avoid PandaDoc is the software’s complexity. While it offers a feature-rich interface and client experience, it also demands a steep learning curve.

To the developer’s credit, they provide instructions and training, but wading through this involves additional time investment.

Moreover, integrations with the software are challenging. Hiring an outside firm to complete them is often necessary.

Pros

PandaDoc offers a comprehensive solution that includes document creation, e-signatures, and workflow automation.
PandaDoc provides a wide range of customizable templates, allowing users to quickly generate professional-looking documents tailored to their specific needs.
The platform supports real-time collaboration, enabling multiple team members or clients to comment, edit, and negotiate documents simultaneously.
The drag-and-drop editor is intuitive, making it easy for users of all technical levels to create, customize, and manage documents without extensive training.
PandaDoc integrates with various CRM, payment, and productivity tools, including Salesforce, HubSpot, and Stripe, enhancing its functionality and making it easy to incorporate into existing workflows.

Cons

Despite its user-friendly interface, PandaDoc’s extensive features can be overwhelming for new users, requiring time and effort to fully understand and utilize all the available tools.
PandaDoc’s pricing can be confusing, with different plans and add-ons that can quickly increase costs, especially for firms that need access to advanced features.
While PandaDoc is powerful for general document automation, it is not specifically designed for the legal industry, which means it may lack some specialized tools and templates that legal professionals require.
Some users report difficulties integrating PandaDoc with other niche legal software, which can limit its effectiveness for firms that rely heavily on specific legal tech tools.
PandaDoc is heavily marketed toward sales and marketing teams, meaning some of its features and workflows are more tailored to those areas rather than to legal or other specialized fields.

5. HotDocs

Source: Hotdocs.com

HotDocs is also a strong contender for best legal document automation software. The tool claims that it enables law practices to process documents up to 90% faster than manual generation (including industry-standard cut-and-paste methods).

Again, the goal is to help you focus on your clients instead of creating tedious documents.

HotDocs is an established legal document automation software player with a proven track record and broad user base. Law offices use it for its hundreds of pre-built templates for various legal specialties and its flexibility.

The tool can also integrate with other legal software and CRMs, reducing implementation complexity. You can even use it offline – great for professionals on the subway or far from WiFi.

Even so, HotDocs still has weaknesses. While it can generate complex documents, it often lacks visual appeal. Law practices sometimes feel disappointed that they don’t look professional enough.

Furthermore, updating templates with scripts is time-consuming. The AI won’t do it for you, no matter how nicely you ask.

Finally, there’s a steeper learning curve than many of the more straightforward options on the market. Therefore, it is more geared towards law firms with significant technical expertise and large budgets.

Pros

HotDocs is a well-established player in the legal document automation space, with a long history of serving law firms, financial institutions, and government agencies.
HotDocs offers a vast library of pre-built templates for various legal documents, which can be customized to suit the specific needs of different practice areas.
The platform allows for the automation of complex legal documents, including the ability to create sophisticated templates with conditional logic, which reduces manual drafting time and errors.
HotDocs integrates with other legal and business software, including case management systems and CRMs, allowing for a seamless flow of information and better workflow efficiency.
Unlike some other document automation tools, HotDocs can be used offline, which is beneficial for legal professionals who need to work without a constant internet connection.

Cons

HotDocs is powerful but can be complex to set up and use, particularly for those who are not technically inclined. The advanced features require significant training and experience to master.
The platform can be expensive, particularly for smaller firms. The initial setup, customization, and ongoing maintenance costs may be prohibitive for those with limited budgets.
Some users find the user interface to be less modern and intuitive compared to newer document automation tools, which can affect the overall user experience.
While HotDocs is effective at generating documents, the output may lack the polished, professional look that some firms desire. Customizing templates to improve visual appeal can be time-consuming.
Updating or modifying existing templates can be cumbersome, especially for users who are not familiar with the system’s scripting and logic features. This can lead to inefficiencies when changes are needed.

6. Bryter

Source: Bryter.com

Bryter goes even further, claiming users can save 95% of their time on manual work with its document assembly software.

The solution helps law practices automate routine document drafting, remove errors, reduce risks, and get data-driven insights.

Systems prevent internal clients from generating inaccurate documents while eliminating mistakes with standardized templates.

Bryter’s main selling point is its no-code client portal approach. As such, it positions itself as the brand for the average law office. The intuitive decision-tree structure and user interface mean that most professionals with experience working on computers can use it.

Teamwork is also straightforward on the automation platform. Cloud-based collaboration features enable teams of any size to work together to process paperwork faster.

With that said Bryter’s document automation capabilities are somewhat limited. While the decision-tree functionality helps with legal decision-making, it focuses more on interactive approaches than traditional, bread-and-butter document generation. As such, some legal practices find it limiting.

It is also a newcomer to the market and doesn’t have the same pedigree as many more established platforms. As such, the community support base is smaller than the more prominent names.

Pros

Bryter is a no-code solution, meaning you can build and automate legal processes without needing any programming skills. This makes it accessible to legal professionals who may not have a technical background.
The platform is designed with ease of use in mind, featuring a decision-tree structure that simplifies the creation and automation of legal documents and processes.
Bryter allows users to automate a wide range of legal tasks, from document assembly to client intake processes, making it a versatile tool for various legal applications.
Bryter supports cloud-based collaboration, allowing teams of any size to work together on automating workflows and documents, which can improve efficiency and reduce errors.

Cons

While Bryter is powerful for process automation, it is a general-purpose tool and may lack some specialized features or templates that are specifically tailored to the legal industry.
Although it’s a no-code platform, creating more complex workflows or automation may require a deeper understanding of the tool, which could pose a challenge for some users.
Bryter’s pricing may be on the higher end, particularly for smaller firms or solo practitioners who may not need all the advanced features it offers.
As a relatively new player in the legal tech space, Bryter might not have the same level of community support or third-party integrations as more established platforms like HotDocs or Clio.
Bryter excels in automating processes and workflows, but it may not offer the same depth in document automation as some other specialized legal tools, which could be a limitation for firms focused heavily on document generation.

7. Formstack

Source: Formstack.com

Formstack rounds out our list of the best legal document automation software. This established player offers solutions that eliminate paperwork, automate documents (including personalized contract agreements and NDAs), collect e-signatures, and improve collaboration.

You also get security-related tools, such as controlling who can access paperwork via logic and routine tools. It also meets various legal standards, such as GDPR, PCI, and HIPAA, for any legal firms working with sensitive information.

Formstack regularly collects data on the time its tools save its team members. Most can cut 17 hours or more from their week using the solution.

That said, it remains a form-building tool, not exclusively for legal automation. Its document generation capabilities are also surprisingly basic for such a professional tool.

Unlike Briefpoint, it doesn’t make extensive use of AI to highlight and track documents as negotiations unfold, making it less practical for legal firms wanting to eliminate the most time-consuming elements of their work.

Finally, integrating it with niche legal applications is challenging. It doesn’t work seamlessly with all platforms.

Pros

Formstack is known for its powerful and easy-to-use form-building capabilities, allowing users to create and customize a wide range of forms, including those for legal document automation, client intake, and more.
Formstack offers tools to automate the creation of documents like contracts, NDAs, and agreements, helping law firms reduce manual paperwork and streamline processes.
Formstack integrates with a variety of applications, including CRMs, payment processors, and email marketing platforms, which enhances its functionality and fits into existing workflows seamlessly.
The platform is mobile-optimized, allowing users to create, manage, and complete forms and documents from any device, which is convenient for on-the-go legal professionals.

Cons

While Formstack is versatile, it is not specifically designed for the legal industry, so it may lack some specialized features and templates that other legal document automation tools provide.
The document automation capabilities, while useful, are more basic compared to platforms that are solely focused on legal document automation, which might be a drawback for firms with complex needs.
Formstack’s pricing can be complicated, with different plans and add-ons that can increase costs, especially for firms that need access to advanced features or higher usage limits.
Although the form builder is intuitive, some of the more advanced features, such as complex workflows or integrations, may require additional time and effort to master.

8. Gavel

Source: Gavel

Gavel (formerly known as Documate) is a no-code platform that offers legal professionals a way to streamline document drafting without needing technical expertise. Gavel allows law firms to automate routine legal documents, such as contracts, NDAs, and client intake forms, focusing on simplicity and customization.

The platform shines with its drag-and-drop editor, which allows users to create tailored workflows and templates for a wide range of legal matters. Gavel also supports collaboration, allowing team members to work together in real time on reviewing and finalizing documents.

Its user-friendly design means that even those without technical knowledge can set up and run automated workflows with ease.

However, while Gavel is powerful, it is not the most comprehensive tool for complex legal automation needs. Firms that handle highly specialized or intricate legal documents may find the lack of advanced features limits the platform’s effectiveness.

Plus, it does not integrate as seamlessly with niche legal applications, which can pose challenges for larger firms with specific requirements.

Pros

Gavel allows users to automate document generation without needing coding skills, making it accessible for legal professionals at all levels of technical expertise.
Users can create and modify legal document templates, from contracts to client agreements, to meet different practice needs.
The platform supports real-time collaboration, enabling legal teams to work together on documents efficiently.
The intuitive drag-and-drop editor reduces the learning curve, which allows teams to quickly adopt and start using the software.
Gavel adheres to important legal standards like GDPR and HIPAA, ensuring data security for law firms handling sensitive client information.

Cons

While great for general document automation, Gavel may not be as robust as other tools when dealing with highly complex or specialized legal documents.
Gavel doesn’t integrate as seamlessly with some niche legal software, which could make it less suitable for firms that rely heavily on specific legal applications.
Larger firms with more intricate workflows or a high volume of complex legal documents may find Gavel’s capabilities somewhat limited.

The Best of Document Automation Tools

The legal world is changing fast, and adopting document automation software is becoming a must for law firms that want to streamline their work, cut costs, and focus more on clients.

The tools we’ve covered in this article are some of the top picks for 2024, each offering something different to meet various needs.

Whether you’re aiming to save time, maximize accuracy, or improve teamwork, there’s a solution out there that fits the bill. But with so many document automation platforms out there, finding the right one can feel overwhelming.

One tool that really stands out is Briefpoint. Designed specifically for legal professionals, Briefpoint takes care of the repetitive stuff—like discovery responses and requests for production—so you can save time and focus on what really matters: delivering great service to your clients.

Curious to see how Briefpoint can make a difference for your firm? Schedule a demo and find out how our document automation tech can help you save time, cut down on costs, and take your practice to the next level.

How Automated Legal Documents Can Save You Money

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

Test Briefpoint yourself by scheduling a demo here.

FAQs About Best Legal Document Automation Software

What are the benefits of using legal document automation software?

Legal document automation software makes life easier by speeding up the whole document creation process. Instead of spending hours drafting and revising, these tools let you whip up documents quickly, cut down on mistakes, and keep things consistent. Plus, it frees legal professionals up to focus on more important tasks, like strategizing and spending time with clients.

What is the best legal document automation software in 2024?

There are several contenders for the best document automation software in 2024, including Briefpoint. However, it all boils down to the needs, preferences, and existing workflows of your legal services. Schedule a demo with Briefpoint to see if it’s the right document automation software for you.

How does legal document automation work?

Legal document automation works by handing over composition and writing tasks to templates and AI. Drag-and-drop interfaces enable rapid document construction without creating documents from scratch or cut-and-paste from existing libraries.

What other tools does my law firm need?

Aside from document automation software, you might also need legal practice management software, billing automation tools, a document management system, and payment processing platforms, among others to make your workflows as efficient as they can be.

Is legal document management software safe to use?

Yes. Most of these tools come packed with security features like encryption and access controls to keep complex legal documents and sensitive info under wraps. They also follow all the major legal standards like CCPA and HIPAA, so you can be confident that your client data is secure throughout the process.

7 Best Legal AI Companies of 2024

The legal industry is undergoing a remarkable transformation thanks to artificial intelligence (AI) integration.

While AI was initially met with skepticism and resistance by many legal professionals, fearing it would compromise job security and the accuracy of their work, its undeniable benefits have led to widespread adoption.

Today, AI is not just a trend but an indispensable tool in modern law firms as it optimizes efficiency, accuracy, and overall productivity better than any other tech can.

Artificial intelligence is profoundly impacting the legal profession, and we’re counting down the top companies driving this transformation in 2024.

Artificial Intelligence in the Legal Industry

When AI started making its way into law firms, it wasn’t welcomed with open arms.

Many legal professionals were skeptical, to say the least. The idea of machines handling tasks that were traditionally done by trained lawyers sparked many fears and doubts.

Lawyers couldn’t shake the feeling that AI’s inroads would compromise their job security and ultimately undermine the precision they strived for. They feared that AI systems would get bogged down in the intricacies of legal speak and lose sight of the human element.

It was a time of uncertainty and hesitation, and many thought AI was just a passing trend that would never take root in such a traditionally human-driven field.

But fast forward a few years, and things have changed dramatically. Legal tech, especially AI, is now common in law firms, and the benefits are hard to ignore.

How AI Technology Benefits Legal Work

First, AI brings an efficiency level that humans simply can’t match. It can process vast amounts of data in a fraction of the time it would take a human, allowing legal teams to handle cases faster and more efficiently.

Why waste valuable lawyer brainpower on grunt work? With automation, lawyers get to zero in value-adding tasks that directly translate into increased client satisfaction.

Accuracy is another huge benefit. Advanced AI algorithms can identify patterns and anomalies that even the most diligent human eyes might miss. In law, precision is non-negotiable. With fewer mistakes and more reliable outcomes, the stakes are significantly lower.

Then there’s the cost factor. Routine tasks, like hours spent categorizing documents or aggregating reports, have law firms hemorrhaging valuable resources. Automating these grunt jobs cuts operational costs dramatically.

Access to information is yet another game-changer. AI-powered tools can sift through massive databases to find relevant case law, precedents, and statutes in seconds.

This level of access was unimaginable a few years ago. It means that lawyers can now build stronger cases backed by thorough research that’s done in a fraction of the time.

These days, law firms that resisted AI’s initial intrusions now integrate it into their workflow and reap the rewards of efficient processes and happier clients (to name a few).

7 Best AI-Powered Tools for Legal Teams

Let’s face it: the legal world can be a bit overwhelming with all the paperwork, deadlines, and endless research. But what if there were tools that could make your life a whole lot easier?

In 2024, there are dozens upon dozens of AI-powered tools in the legal sector. However, only a handful stand out:

1. Briefpoint.ai

Briefpoint.ai is a game-changer for lawyers and paralegals alike—or anyone who drafts discovery documents.

Instead of spending hours drafting Requests for Admission, Requests for Production, interrogatories, and other discovery documents, you can rely on Briefpoint.ai to do the job quickly and accurately.

All you have to do is upload your opposing counsel’s discovery document, add objections and responses, and then download, sign, and serve! Briefpoint’s AI will take care of the rest.

There’s also Briefpoint Bridge, a brand-new feature that lets you collect and plug-in client responses to discovery documents without all the back and forth.

With Bridge, you can select which inquiries need client responses, send a link where your client can fill in their answers, and then plug those answers into your discovery document.

As you let this tool handle the drafting, you can shift your attention to the big-picture litigation strategy that will get you ahead.

2. Casetext

Casetext is transforming the way legal professionals conduct research with its AI-driven capabilities. Traditional legal research can be daunting and time-consuming, but Casetext simplifies this process immensely.

Using advanced natural language processing, Casetext helps you quickly find relevant case laws, statutes, and regulations by understanding the context and nuances of your queries.

One of the standout features of Casetext is its CARA A.I., which reads your uploaded briefs and instantly identifies relevant case law that you may have missed. This makes sure that your legal arguments are comprehensive and well-supported.

Additionally, Casetext’s powerful search engine can parse through vast legal databases in seconds and deliver precise results that save you countless hours.

3. Luminance

Luminance is a handy tool for document review and due diligence in the legal world. With its advanced AI, Luminance reads and understands legal documents quickly, picking out important details and flagging any potential issues that need a closer look.

Luminance is amazingly flexible. It listens to your habits and adjusts its approach on the fly. The more documents it absorbs, the sharper its instincts for sniffing out inconsistencies become.

Whether you’re dealing with big mergers or just reviewing a bunch of contracts, Luminance makes the process faster and more accurate.

4. LawToolBox

LawToolBox is the intelligent assistant that legal pros rely on to manage their schedules. Imagine never missing a deadline again—this integration with Microsoft Office makes it a reality, tying everything together in one convenient package.

LawToolBox relieves pressure by handling legal deadline calculations. By simply entering the case information, LawToolBox calculates all the critical dates and updates your calendar accordingly. Busy lawyers need this feature to stay on top of looming deadlines and court dates.

LawToolBox also allows for easy collaboration within legal teams. Team members can share calendars and deadlines so everyone is on the same page and nothing falls through the cracks.

Also, the platform’s reminders and notifications help keep everyone on track, which reduces the stress of managing multiple cases and deadlines.

5. Ironclad

Ironclad takes the cumbersome weight off your shoulders by expertly managing every stage of the contract lifecycle to give you back valuable time and energy. The goal is to make it easier and more efficient for legal teams to handle everything from creation and negotiation to execution and contract review.

One of Ironclad’s key features is its user-friendly interface, which allows you to draft and customize contracts quickly. Its AI capabilities help automate repetitive tasks, like filling in standard clauses and ensuring compliance with company policies.

6. Clio

Clio is like your law firm’s all-in-one assistant but in the cloud. It helps you keep track of cases, manage billing, organize documents, and stay in touch with clients—all from one easy-to-use platform.

Whether you’re tracking time, scheduling appointments, or collaborating with your team, Clio makes it simple and secure. It’s especially popular with small to mid-sized law firms because it takes care of daily tasks like:

Case management
Billing and invoicing
Time tracking
Document management
Client communication
Calendar management
Task management
Reporting and analytics
Payment processing

7. Everlaw

Everlaw is transforming due diligence and document review for legal teams, bringing a level of efficiency and insight that’s hard to match.

What if you had a shortcut to comb through legal files, homing in on the most critical documents in no time? Gone are the days of mind-numbing drudgery; Everlaw speeds up the pace and converts tedious chores into rapid-fire accomplishments.

As you explore the platform, you’ll appreciate its elegantly simple design, which makes organizing documents a snap. Forget fussing with tedious formatting—the drag-and-drop tool, custom tags, and advanced search filters let you get down to business.

Everlaw’s document review features are top-notch, too. You can easily redact, annotate, and analyze metadata, ensuring you capture every important detail without breaking a sweat.

Will AI Replace Legal Professionals?

The question of whether AI will replace legal professionals is a hot topic in the industry right now. Let’s be clear: while AI software is undoubtedly transforming the legal landscape, it’s not about to put lawyers out of work.

AI should be seen as a powerful tool that supplements the capabilities of legal professionals rather than a replacement for them.

AI excels at handling repetitive, mundane tasks that can bog down lawyers—think document review, legal research, and data analysis. While these tasks are essential, they don’t require the nuanced understanding and strategic thinking that lawyers bring to the table.

Handing over tedious tasks to AI means lawyers can direct their energy toward high-stakes strategy and client connection. By automating these processes, AI allows lawyers to focus on what they do best: providing expert legal advice, crafting compelling arguments, and developing innovative strategies for their clients.

Plus, the human element in law is irreplaceable. Legal professionals don’t just interpret laws; they understand the intricacies of human behavior, emotions, and motivations. They negotiate deals, mediate disputes, and provide a sense of justice that a machine simply can’t replicate.

Let’s not forget the ethical and moral dimensions of the legal profession. A code of ethics binds lawyers and has a duty to uphold justice, something that AI, no matter how advanced, cannot fully grasp or execute.

Legal decisions often require a level of moral judgment and ethical consideration that goes beyond binary logic.

So, no, AI will never replace lawyers or even legal assistants, for that matter. But it will take a lot of burden off their shoulders.

Start Drafting Legal Documents With Ease

How do you maintain the quality of your legal services if you’re always drowning in paperwork?

If you’re in the field of litigation, one of the most tedious parts of your work is discovery. And in discovery lies one of the most time-consuming tasks for law firms and legal departments: discovery document drafting.

Don’t want to spend more than an hour on every single document? Let Briefpoint handle the heavy lifting.

Try it for yourself and sign up for a demo today.

Automate Today For Bigger Savings Tomorrow

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

Test Briefpoint yourself by scheduling a demo here.

FAQs About Legal AI Companies

What is Legal AI?

Legal AI refers to using artificial intelligence technologies to perform tasks traditionally done by lawyers and other legal professionals, such as legal research, document review, and contract management.

How does AI benefit law firms?

When law firms tap into AI, they can reroute resources, target slip-ups, and amass sizable savings–a trifecta of benefits that drive success. With this tool on your side, tedious tasks become a thing of the past, insightful patterns emerge from the noise, and bulky datasets get a serious workout in record time.

Will AI replace lawyers?

No, AI will not replace lawyers. It is designed to assist and augment the work of legal professionals, not replace them. AI can handle repetitive tasks and provide valuable insights, but the expertise and judgment of human lawyers are irreplaceable.

What are some popular AI tools in the legal industry?

Some popular AI tools in the legal industry include Briefpoint.ai, Casetext, Luminance, LawToolBox, Ironclad, and Everlaw.

Is AI expensive for law firms to implement?

Depending on the law firm, the price tag for AI implementation can fluctuate wildly. But here’s the silver lining: many AI tools can adapt to different budgets and firm sizes.

5 Best Software for Legal Documents (A 2024 Guide)

Let’s face it—managing legal documents can be a real headache. From drafting and organizing to tracking and signing, it’s easy to feel overwhelmed by the sheer volume of paperwork that crosses your desk.

But here’s the good news: the right software can turn this overwhelming task into a simple process that saves you time and stress.

In this guide, we’ll walk you through the best software options for handling your legal documents in 2024, helping you find the perfect tools to simplify your workflow and keep everything running smoothly.

Types of Software for Legal Documents

When you’re working in the legal field, it’s no secret that managing documents can be a bit overwhelming. Different tasks require different tools, and finding the right software can make your life a whole lot easier.

Let’s break down the key types of software that can help you handle your legal documents more efficiently:

Document Automation Software

Ever get tired of drafting the same types of documents over and over? That’s where document automation software comes in handy.

Instead of starting from scratch every time, you can use templates or generative artificial intelligence that automatically fills in the necessary details. This not only speeds up the process but also helps you avoid those pesky errors that can creep in when you’re working under pressure.

Take Briefpoint, for example. Drafting discovery documents can take hours without automation, but Briefpoint can help you do it in minutes.

You simply have to upload your discovery request, select objections and responses, and then finish up on MS Word. Briefpoint will take care of everything in between, including filling out routine information.

Legal Document Management Software

Keeping track of legal documents can be a real headache, especially when you’re juggling multiple cases and deadlines.

Legal document management software is designed to ease that burden by organizing all your files in one place so you can quickly find what you need without the frustration of sifting through stacks of papers or countless folders.

With features like version control and advanced search options, you’ll save time and avoid the stress of hunting down that elusive document.

Contract Management Software

Contracts can be tricky to manage when you’ve got multiple versions floating around. Contract management software simplifies the process by keeping everything organized in one place.

From drafting to signing to tracking renewals, this software helps you stay on top of your contracts and ensures that nothing gets overlooked.

Electronic Signature Tools

Gone are the days of printing, signing, and scanning documents. Electronic signature tools make it easy to sign documents digitally, saving you time and hassle.

Plus, they add an extra layer of security so you can be sure that your signatures are legally binding. Whether you’re in the office or on the go, you can sign documents quickly and easily with these tools.

Practice Management Software

If you’re searching for an all-in-one solution to modernize your legal practice, practice management software could be the answer.

This software is designed to handle much more than just document management; it brings together all the key functions you need to run your firm smoothly.

With practice management software, you can manage case files, track billable hours, schedule appointments, and even handle client communications—all within one platform.

It’s much like a virtual legal assistant that keeps everything in order, which allows you to spend more time on more value-adding tasks, rather than getting bogged down in administrative work.

5 Best Legal Document Software Solutions to Complete Your Stack

Building a solid legal tech stack can make a world of difference in how smoothly your practice runs.

Here’s a look at some top software picks for 2024 that can help you upgrade your legal workflows and keep everything organized.

1. Briefpoint: Best for Document Automation

If you’re fed up with spending hours drafting and tweaking discovery documents, Briefpoint.ai is the solution you’ve been looking for.

This software is all about making your life easier by automating discovery response and request creation. Instead of starting from scratch every time, you just upload your opposing counsel’s discovery request .pdf, and Briefpoint does the rest—creating a fully formatted, ready-to-use response document in no time.

Briefpoint also comes with a tool that makes collecting and incorporating client responses into discovery requests ten times faster.

With Briefpoint Bridge, you can select the interrogatories you want your client to answer, add notes to simplify the interrogatories or seek specific information, then send your client the link to the portal via email.

Once your client sends over their responses, you can easily amend and add them to your discovery request. No more back-and-forth emails!

Briefpoint lets you automate the creation of outgoing sets and responses to:

2. OneDrive: Best Legal Document Management System

Managing legal documents can be a real hassle, especially when you’re dealing with a ton of files and trying to keep everything organized.

If you’ve ever found yourself wasting time searching for a missing document or stressing over whether you’re working with the right version, you know how frustrating it can be. That’s where OneDrive comes in.

It’s more than just cloud storage—it’s a tool designed to make document management easier and more efficient.

With OneDrive, you can quickly locate any document you need, thanks to its search features, and the version history ensures you’re always working with the most current information.

The smooth Microsoft Office integration means you can edit and collaborate on documents seamlessly, all while knowing that your files are securely stored.

OneDrive takes the stress out of managing your legal documents, which can give you more time to focus on your work instead of battling with your files.

3. Ironclad: Best for Contract Management

Contracts are the backbone of any legal practice, but keeping track of them can quickly become overwhelming. Juggling multiple drafts, managing approvals, and staying on top of deadlines can feel like a full-time job in itself.

If you find yourself in this situation, Ironclad is the best tool for you. Ironclad is specifically built to simplify contract management, offering a centralized platform where you can handle everything from drafting to execution.

It lets you manage each stage of the contract lifecycle with ease so that every version is tracked and every deadline is met.

Ironclad also simplifies collaboration, which makes it simple to work with colleagues and clients without the usual back-and-forth confusion.

Instead of getting bogged down in the details, Ironclad helps you stay organized and in control, so you can manage your contracts with confidence and efficiency.

4. DocuSign: Best for Electronic Signatures

Any law office knows that waiting on physical signatures can slow everything down. Whether you’re finalizing a contract or getting an agreement in place, the last thing you want is to be held up by paperwork.

That’s why DocuSign is such a game-changer. It transforms the signing process into something seamless and straightforward.

Instead of printing, mailing, or scanning, DocuSign lets you send documents for electronic signatures instantly.

The best part? Your clients can sign from wherever they are—whether they’re in the office or halfway around the world.

The platform is not only user-friendly but also secure, giving you peace of mind that the signatures are legally binding and the process is fully tracked.

5. Clio: Best Legal Practice Management Software

Managing a law practice involves handling a lot of different tasks—tracking cases, managing client communications, handling billing, and keeping everything on schedule.

Without the right law practice management software, it can quickly become overwhelming.

Clio is designed to bring all these elements together into one cohesive platform tailored specifically for legal professionals.

With Clio, you can easily manage your cases, track billable hours, send invoices, and organize client communications all in one place.

Plus, the software’s user-friendly interface makes sure that you can stay on top of your workload and maintain order, even during the busiest times.

Clio also offers seamless integrations with other tools, which allows you to customize it to meet the specific needs of your law firm.

Best Practices for Creating, Storing, and Organizing Legal Documents

When it comes to handling legal documents, a little organization can go a long way in making your life easier and keeping things running smoothly.

Here are some straightforward practices that can help you create, store, and organize your legal documents a hundred times better:

Opt for Paperless Document Management

If you’re still dealing with stacks of paper, it’s time to consider going paperless. Digital documents are easier to organize, search, and share, especially with the right document management tool.

Plus, going paperless reduces the risk of losing important paperwork and makes your office more environmentally friendly.

Scanning and saving all your documents electronically can also smoothen out your workflow and make everything more accessible.

Use Consistent Document Templates

Starting with a blank document each time is not only time-consuming but also increases the likelihood of errors.

By using standardized templates, you make sure that all your documents have a consistent format, which is a must in the legal industry where precision matters.

Develop a Clear Naming Convention

A clear naming system for your files is key to staying organized. Include details like the client’s name, document type, and date in your file names so you can quickly identify what each document contains without opening it. This simple step can save you a lot of time.

Organize Documents with a Logical Folder Structure

With your legal document management solution, set up a folder structure that makes sense for your practice. Group documents by client, case, or matter and create subfolders for different types of documents like contracts, correspondence, and briefs.

A well-organized folder system helps you find what you need quickly so you can stay focused on your work.

Backup Your Files Regularly

Losing important legal documents can be disastrous, so regular backups are essential. Cloud storage solutions like OneDrive are great for automatic backups, and it’s wise to keep an additional offline backup as a precaution. This helps make sure that your files are safe and accessible, even if something goes wrong.

It might also be a good idea to invest in unlimited document storage so you won’t have to worry about running out of space.

Keep Track of Version Control

When documents go through multiple revisions, it’s easy to lose track of changes.

Version control allows you to monitor edits, revert to previous versions, and make sure that everyone is working with the latest document. This is especially useful in collaborative environments.

Secure Sensitive Information

Legal documents often contain sensitive information that must be protected. Use encryption, strong passwords, and access controls to safeguard your files. Regularly review and update your security protocols to keep your documents safe from unauthorized access.

Follow Document Retention Policies

Having a clear policy for how long to keep your law firm’s documents is important for managing storage and staying compliant with legal regulations.

Make sure your retention policies are up to date and regularly reviewed to meet current standards.

Train Your Team

Finally, ensure that everyone on your team understands and follows your document management practices.

Regular training sessions can help reinforce these best practices and keep your document management system running smoothly.

How Much Does Legal Document Software Cost?

The cost of legal document software can vary quite a bit depending on what you need and the size of your firm. Here’s a breakdown of what you might expect:

Basic options: If you’re just looking for something simple to manage your documents, you might find software that costs around $10 to $50 per user per month. This usually covers the basics like storage, search, and version control.
Mid-range solutions: For those who need a bit more, like workflow automation, integrations with other legal tools, or better security, you’re probably looking at something in the $50 to $100 per user per month range. This is ideal for mid-sized firms that need more than just the basics.
All-in-one systems: If you’re looking for a comprehensive solution that includes document management, case management, billing, and client communication, the cost can go up to $100 to $200+ per user per month. These systems are great for larger firms that need a full suite of tools.
Enterprise-level software: For very large firms with complex needs, enterprise-level software might be necessary, which can run $200 to $500+ per user per month. These solutions often include advanced features like AI-driven analytics and extensive integrations.

Speaking of AI, if you’re looking at software with AI capabilities—such as AI-driven document drafting, predictive analytics, or automated contract reviews—expect the cost to be on the higher end.

AI features can significantly raise the price because they offer powerful tools that can save time and improve accuracy, but they also come with a premium cost. So, if AI is on your must-have list, be prepared for a steeper investment.

Spend Less Time on Routine Legal Drafting With Briefpoint

Managing legal documents doesn’t have to be a headache. With the right legal tech, you can turn time-consuming tasks into easy processes that free up more of your day for what really matters—serving your clients.

Whether it’s automating document creation, managing contracts, or keeping your files organized, the right tech stack can make all the difference.

Add Briefpoint to the very top of your legal tech tools list. If you want to stop spending hours drafting discovery documents, Briefpoint offers a smarter, faster process.

Imagine cutting down on time spent and saving your firm thousands per attorney each year—all while guaranteeing accuracy and consistency.

Ready to see how Briefpoint can revolutionize your workflow? Schedule a demo now and take the first step toward transforming how you handle legal documents!

How Much Can You Save With Briefpoint?

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

Test Briefpoint yourself by scheduling a demo here.

FAQs About Software for Legal Documents

What is the best software for legal documents?

There’s no one-size-fits-all answer to this question. The best software depends on your specific needs, but Briefpoint.ai, OneDrive, Ironclad, DocuSign, and Clio are the top choices in their respective categories.

What document management features should I look for?

When picking a document management system for your legal practice, there are a few key features to keep in mind. First, make sure it has a strong search function so you can quickly find what you need and version control to keep track of document changes. You’ll also want solid access controls to keep sensitive info secure.

It’s a big plus if the system integrates well with tools you’re already using, like email or case management software. Cloud storage with automatic backups is great for flexibility and peace of mind. And if you’re working with a team, look for easy document sharing and collaboration features. Finally, make sure it helps you stay on top of compliance requirements.

Can I use general document management software for legal documents?

While you can use general document management software, legal document management tools offer features tailored to the needs of legal professionals, such as improved security, compliance tracking, and specialized search functions.

How do I choose the right software for my law firm?

Consider the size of your firm, the type of law you practice, and your budget. It’s also a good idea to take advantage of free trials and demos to see how well the software fits your workflow.

Is electronic signature software legally binding?

Yes, electronic signatures are legally binding in most jurisdictions, provided they meet certain requirements. DocuSign, for example, complies with e-signature laws around the world.

6 Ways to Increase Revenue Per Lawyer in 2024

Maximizing revenue per lawyer in 2024 requires more than just traditional billing hours—it’s about embracing new strategies and technologies that enhance efficiency and client satisfaction.

But where do you even start?

In this guide, we’ll explore innovative approaches that can help your law firm not only survive but thrive in the competitive legal market.

From leveraging automation to refining client interactions, these methods will make sure your firm operates at peak profitability.

What is Revenue Per Attorney?

Revenue per attorney is a key metric that indicates how much income each lawyer generates for the firm. It’s calculated by dividing the firm’s total revenue by the number of attorneys.

This number helps you understand how productive and efficient your lawyers are. If each attorney brings in a high amount of revenue, your firm is doing well financially.

On the other hand, if the revenue per attorney is low, it might be time to look at ways to improve efficiency and productivity.

Law Firm Profitability vs. Revenue

Before we discuss increasing revenue per lawyer, let’s examine the difference between revenue and profitability in a law firm.

Revenue is all about the total cash your firm pulls in from clients. It’s like the big number at the top of your income statement–impressive, but it doesn’t tell the whole story.

Profitability is where things get real. After you’ve paid all the bills–salaries, rent, tech costs, and all the other expenses–what’s left are your law firm profits.

You can have sky-high revenue, but if your expenses are eating it all up, your profitability might be disappointing.

Think of revenue as the size of your paycheck and profitability as what’s left after you’ve paid rent and bought groceries.

High revenue looks great, but high profitability means your firm is actually thriving. It’s about keeping more of what you earn so your firm isn’t just making money but also growing and sustaining itself.

6 Strategies to Increase Law Firm Revenue

Maximizing your law firm’s revenue isn’t just about working harder; it’s about working smarter. With how much more competitive the legal landscape is today, finding innovative ways to increase efficiency and client satisfaction can significantly impact your bottom line.

Let’s explore these practical and actionable approaches that can help your law firm thrive and grow.

1. Leverage Automation Whenever Possible

Automation has become necessary for modern law firms, including some of the most conservative establishments.

Why? Automating repetitive and time-consuming tasks frees up your lawyers to focus on more valuable work, like client consultations and case strategies. In turn, they’re increasing client satisfaction, which directly impacts law firm revenues, of course.

Automation tools can handle everything from document management and scheduling to client communication and billing. For example, you can automate:

Document management: Automate the drafting, organizing, and filing of legal documents.
Legal document generation: Use document automation tools to draft documents in minutes instead of hours.
Scheduling: Use automated systems and legal practice management software for booking appointments, sending reminders, and managing court dates.
Client communication: Implement automated email responses, client intake forms, and chatbots for initial inquiries.
Billing and invoicing: Automate time tracking, billing, payment reminders, and online payment processing with legal billing software.
Research and case preparation: Use automated legal research tools and predictive analytics for case outcomes.
Compliance and risk management: Set up automated compliance checklists, risk assessments, and policy updates.
Task management: Automate workflow assignments, progress tracking, and follow-ups on pending tasks.
Data analysis: Use automated tools for analyzing case data, generating performance reports, and tracking client feedback.

2. Consider Outsourcing Non-Core Tasks

Outsourcing non-core tasks can be a game-changer for your law firm’s revenue. Think about it – every minute your attorneys spend on administrative duties is time they’re not spending on billable work.

Sure, you can delegate these tasks to paralegals and office assistants, but what if they already have their hands full? And what if you don’t want to hire another full-time employee to handle these responsibilities?

Outsourcing these tasks to external experts frees up your lawyers and support staff to focus on what they do best.

One particularly effective approach is to hire a virtual legal assistant. These professionals can take over a variety of tasks that bog down your team. From scheduling appointments and preparing documents to managing client communications, a virtual legal assistant helps ensure that routine yet essential tasks are handled efficiently.

Imagine your lawyers not having to worry about the minutiae of day-to-day operations and, instead, dedicating their time and expertise to high-value client work. This shift can lead to better client outcomes and higher satisfaction, which ultimately drives more referrals and repeat business.

Plus, by outsourcing, you can tap into specialized skills without the overhead costs of hiring full-time staff.

3. Invest in Accurate Time Tracking

One common headache for law firms is lost billable hours due to sloppy or inconsistent time tracking.

It’s frustrating to realize that all those minutes and hours spent on client work haven’t been properly logged, which costs your firm significant revenue. But there’s a straightforward solution: investing in accurate time tracking.

Picture this: your attorneys easily log their hours in real-time with reliable time-tracking software, reducing the chances of forgotten or misreported hours.

This not only makes sure that every minute of billable work is captured and billed correctly, but it also increases transparency with your clients, which builds trust and satisfaction.

Beyond billing, accurate time tracking helps you see exactly how time is spent across various tasks and cases to highlight inefficiencies and areas for improvement. This can lead to smarter workload management, preventing burnout, and keeping your team operating at peak productivity.

Plus, with detailed time-tracking data, generating precise invoices becomes a breeze. No more disputes with clients over billed hours, and your cash flow gets a healthy boost.

4. Keep Track of Your Law Firm’s Profitability

Staying on top of your law firm’s profitability is crucial for long-term success. It’s not enough to just bring in revenue; you need to make sure your firm is truly profitable.

Aside from revenue per attorney, here are other law firm profitability metrics to monitor:

Profit margin: This shows the percentage of revenue that turns into profit after all expenses. A healthy profit margin means your firm is generating income and managing costs effectively.
Realization rate: This metric measures the percentage of billable hours that are actually billed to clients. A high realization rate indicates efficient billing practices and fewer write-offs.
Utilization rate: This tracks the percentage of a lawyer’s billable working hours. Improving utilization rates means your team spends more time on revenue-generating legal services.
Profit Per Equity Partner (PPEP): This figure shows the profitability generated by each equity partner. It’s a key indicator of overall financial health and helps in comparing performance across the firm.

5. Stay on Top of Unpaid Invoices

Unpaid invoices can be a real headache for any law firm because they can easily wreak havoc on your cash flow and financial health. So, it’s an absolute must to stay on top of them and make sure your firm gets paid for the hard work you do.

First off, set clear payment terms right from the get-go. Make sure your clients know when and how they’re expected to pay. Using a reliable invoicing system can be a lifesaver here; it can automate reminders and keep track of due dates so nothing slips through the cracks.

Make it a habit to regularly review your accounts receivable. This way, you can quickly spot any overdue invoices and take action. Don’t be shy about sending follow-up emails or giving clients a quick call to remind them about their outstanding balances.

As a final effort, you might offer a discount for immediate payment. This can incentivize clients to clear their balance quickly.

If they still won’t pay, a strongly worded final demand letter, preferably from a different attorney or a collections specialist, can sometimes spur action. Clearly state the amount owed, the consequences of non-payment, and a final deadline.

6. Offer Alternative Payment Methods

Making it easy for clients to pay you is a smart way to reduce unpaid invoices and boost your cash flow. Offering a variety of payment options can accommodate different client preferences and situations.

Here are some alternatives to consider:

Online payment portals
Credit card payments
Payment plans
Electronic Fund Transfers (EFT)
Mobile payment options

Client Satisfaction is the Key to Maintaining Law Firm Profitability

While the tips above offer quick fixes to boost your law firm’s revenue, focusing on client satisfaction is an indirect but just as crucial factor for long-term profitability.

Happy clients are more likely to come back, refer others, and leave glowing reviews, all of which contribute to your firm’s success.

Of course, positive case outcomes are the overarching factor for client satisfaction. However, there are other practical tips to enhance client satisfaction:

Communicate clearly and often: Keep your clients updated regularly on their cases. This not only builds trust but also helps ease any anxiety they might have about the process.
Respond quickly: When clients contact you, make it a priority to respond promptly. This shows you value their time and concerns, strengthening your relationship.
Show empathy: Recognize your clients’ stress and show a little compassion. It can make a world of difference in how they perceive your service.
Deliver on promises: Always follow through on what you say you’ll do. Meeting deadlines and fulfilling promises boost your firm’s reputation for reliability.
Seek feedback: Don’t hesitate to ask for feedback and use it to improve your services. It shows clients you care about their experience and are committed to improving.
Offer extra value: Additional services, like free consultations or informative newsletters, can enhance the client experience and help your firm stand out.

Let Briefpoint Help You Maximize Your Billable Hours

Legal technology is putting time back in lawyers’ hands. And for most legal professionals, time translates into money.

Briefpoint.ai is an AI-powered tool that helps you draft discovery documents in minutes. What usually takes hours per document will now only cost you a fraction of the time, and it’s not as complicated as you think.

All you have to do is:

Upload your discovery request
Insert objections or responses
Finish up on Word

And Briefpoint.ai will take care of everything in between. If you need to insert client responses, Briefpoint Bridge will help you collect and plug them into your files, too!

See these features for yourself and sign up for a free demo today.

Improve Law Firm Profitability with Document Automation

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

Test Briefpoint yourself by scheduling a demo here.

FAQs About Law Firm Profitability

What does revenue per lawyer mean?

Revenue per lawyer measures how much income each attorney in a firm brings in. It’s simply the firm’s total revenue divided by the number of lawyers. This helps see how productive and efficient the lawyers are, and where things might be improved to make more money.

How much revenue should an attorney generate?

The revenue an attorney should generate can vary, but a good rule of thumb is three times their salary. So, if a lawyer makes $100,000 a year, they should aim to bring in around $300,000. This covers their pay and overhead costs and adds to the firm’s profit.

What is a good profit margin for a law firm?

A healthy profit margin for a law firm is usually between 20% and 40%. This means after all expenses, 20% to 40% of the revenue is profit. A higher profit margin means better financial health and efficiency, helping ensure the firm’s growth and stability.

How can automation help my law firm increase revenue?

Automation can boost your law firm’s revenue by handling repetitive tasks, reducing errors, and saving time. For example, automated document management systems can take care of paperwork, letting your lawyers focus on client consultations and case strategies. This efficiency means you can handle more cases without extra workload, driving up your revenue.

Why is accurate time tracking crucial for law firm profitability?

Accurate time tracking ensures all billable hours are recorded and billed correctly, minimizing lost revenue and providing transparency for clients. It also helps manage workloads effectively, preventing burnout and boosting productivity.

How to Optimize Workflow in a Law Firm: 2024 Strategies

Running a law firm is no walk in the park. Things can quickly get chaotic between juggling cases, clients, and the daily grind.

But what if you could make everything run smoother and more efficiently?

Make this the year you redefine efficiency at your law firm. This practical guide is loaded with actionable insights and expert-approved techniques to help you take your workflow to the next level and make 2024 one for the books.

Let’s get right to it.

6 Workflow Management Tips You Can Try Today

Workflow management is the backbone of a law firm—keeping things smooth, slashing errors, and hitting deadlines. So, how can you achieve optimal legal workflows for your firm? Here’s a guide to help you get started.

1. Conduct Workflow Analysis

The first step to better workflow management is understanding your current processes.

Start by mapping out all the tasks you handle daily. Create a visual map or flowchart that shows how these tasks connect. You don’t need a flashy solution—just a clear view of what matters.

Next, look for stages where tasks tend to get delayed. These bottlenecks can slow you down. Invite your team to share their pain points and pet peeves—they’ve likely got some valuable insights on how to iron out kinks in the workflow. They’re the ones on the front lines, after all.

Now, track how long each task takes from start to finish. This data will help you spot slow areas and gauge overall efficiency.

Also, check if tasks are evenly spread out among your team members. The last thing you want is for someone to be overloaded while others have too little to do.

We’ve laid out the challenges, so what’s next? Of course, we’ll look at potential ways to overcome them!

2. Leverage Legal Workflow Automation

Ever wondered how to make your law firm run like a well-oiled machine? Automated workflows are the answer.

Imagine having software handle document creation, client communication, and billing. Automating repetitive tasks lets your team focus on high-value work and perfect the client experience. Here are some of the most important types of automation you can start with:

Document Automation

Manually creating legal documents is time-consuming and prone to mistakes. Enter legal document automation tools like Briefpoint.ai, which let you draft documents with better speed, accuracy, and consistency than manual drafting.

Briefpoint, for example, can help you create discovery documents in minutes. Usually, this task would take hours upon hours and eat up a lot of brain power.

With Briefpoint’s generative artificial intelligence, you can whip up responses to, and propounding sets off:

Billing and Invoicing

Billing, time tracking, and invoicing can be a nightmare if you’re handling it manually. Automate this process and optimize your law firm profitability with legal workflow automation software like QuickBooks or FreshBooks.

These tools handle invoicing, track billable hours, and manage payments, helping you get paid promptly without the usual hassle.

Calendar Management

Missing a deadline can be catastrophic for a law firm. That’s where efficient calendar management comes in.

Use tools like Microsoft Outlook or Google Calendar to keep track of important dates, deadlines, and appointments. Sync your calendars with your practice management software to make sure nothing slips through the cracks.

Client Intake

A smooth client intake process sets the tone for your entire relationship. To gather information efficiently, use online forms and client intake software like Lexicata.

Automate follow-ups and document collection to ensure you don’t miss anything and that every new client feels valued right from the start.

3. Tighten Up Your SOPs

If missed deadlines, tasks falling through the cracks, and constant team confusion sound familiar, it’s a sign your Standard Operating Procedures (SOPs) might be sloppy.

SOPs are the backbone of a well-run law firm, and tightening them up makes sure everyone knows exactly what to do and how to do it.

Start by regularly reviewing and updating your SOPs—laws and regulations change, and your procedures should, too. Next:

Gather feedback from staff to pinpoint pain points and areas for improvement.
Keep SOPs clear and concise; ditch the jargon and complex language.
Use bullet points, flowcharts, or checklists to break down procedures step by step.

Conduct regular training sessions to keep everyone up to speed.
Reinforce procedures and ensure everyone is on the same page.
Kick-off onboarding with hands-on SOP training to get new team members up to speed.
Document everything and store SOPs in a central location to save time looking for files.

4. Implement Legal Technology Solutions

Investing in the right technology can make a difference in how smoothly your law firm operates.

Here are some essential tools that can streamline your workflow and upgrade efficiency.

Practice Management Software

Tools like Clio and MyCase help you manage cases, clients, and essential tasks. These platforms provide a central hub for managing your firm, handling everything from document storage to billing and communication.

By outsourcing administrative drudgery to practice management software, you and your team are free to direct your attention to the clients who need you.

Client Relationship Management Software

Keeping track of client interactions can be overwhelming, but client relationship management (CRM) software makes it a breeze for law firms.

Effectively building relationships means keeping all your conversations, appointments, and leads in one place – that’s where a CRM comes in, helping you tame the chaos.

A solid CRM system makes sure no client falls through the cracks and helps you maintain strong, ongoing relationships with all your clients.

Contract Management Tools

Dealing with contracts can be a real headache, but contract management tools like ContractWorks or Concord simplify the process.

These tools make it easy to create, store, and track contracts so that nothing gets lost or overlooked. With everything organized in one place, you can quickly access any contract and keep your workflow running smoothly.

Legal Research Tools

Cutting-edge legal research demands top-notch tools – it’s the difference between status quo and success.

Imagine tapping into a vast, carefully curated library of legal insights – it’s like having the inside track to find what you need fast.

With these research tools, you’re never flying blind. They’re your ticket to unlocking valuable client insights, driving business growth, and cementing your reputation as a trusted authority.

5. Adopt a Paperless Office

Going paperless isn’t just great for the environment; it can also transform the efficiency and organization of your law firm.

Electronic documents are easier to search, share, and store, eliminating the need to spend time digging through file cabinets. With cloud storage solutions like Dropbox or Google Drive, you can access your documents from anywhere, ensuring they are always at your fingertips.

This shift also cuts down on recurring costs related to paper, printing, and storage space. Plus, digital documents can be encrypted and securely stored, reducing the risk of loss or unauthorized access.

To go paperless, use digital document management tools to store and organize your files. Invest in a good scanner to digitize existing paper files and use OCR software to make them searchable.

Tools like DocuSign or Adobe Sign allow clients to sign documents electronically, saving time and eliminating the need for physical copies. For paperless billing and invoicing, use software like QuickBooks or FreshBooks.

6. Don’t Stop Optimizing

Optimization is an ongoing journey, not a one-time task. In a law firm, continuous improvement is key to staying ahead and maintaining efficiency.

Take the time to re-examine and iron out wrinkles in your workflow—it may be the key to unlocking consistent progress.

Start by setting aside time to periodically review your workflows. This helps identify new bottlenecks or inefficiencies that may have arisen.

Involve your team in these reviews—they use these processes daily and will have valuable insights. Encourage an open dialogue where team members can suggest improvements and share what’s working well.

Stay updated with the latest technology and best practices in the legal industry. New tools and software are constantly being developed, and adopting the right ones can greatly enhance your firm’s productivity.

Attend industry conferences, webinars, and training sessions to keep your knowledge fresh and relevant.

Don’t overlook the small changes. Sometimes, minor adjustments can make a big difference. Whether it’s tweaking an existing process or implementing a new tool, these incremental improvements add up over time.

Regularly monitor the impact of any changes you implement. Use metrics and feedback to assess whether your adjustments are delivering the desired results. If something isn’t working as expected, be ready to pivot and try a different approach.

Start Your Automation Journey With Briefpoint.ai

If you’re new to automation, it only makes sense to start with the tasks that bog you down the most. For most litigation professionals, it’s the paperwork. More specifically, discovery documents.

With Briefpoint.ai, you can take this task off your to-do list in mere minutes. Here’s a sneak peek at how it works:

Upload your discovery request
Insert your objections and responses
Download to Word
Sign and serve!

When you sign up for Briefpoint today, you’ll also get to the all-new feature: Briefpoint Bridge. Briefpoint will translate the requests into plain English and send them to your clients to collect their responses.

Once your client has added their responses, Briefpoint will add them to your response document, and you’re done. No back-and-forth emailing is necessary.

Discover these features for yourself, and sign up for a demo today.

How Legal Professionals Can Make Litigation Cheaper

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

Test Briefpoint yourself by scheduling a demo here.

FAQs About Legal Workflow Optimization

How can I start optimizing my law firm’s workflow?

Begin with a workflow analysis to identify problem areas. Once you know where the issues are, you can implement solutions like automation, updated SOPs, and new workflow management software.

What are some key tools for legal workflow automation?

Legal workflow software like Briefpoint, Clio, and DocuSign can help automate various aspects of your legal workflow, from document creation to data entry.

How important is going paperless for a law firm?

Going paperless can significantly improve efficiency by making documents easier to find, share, and store. It also reduces clutter and is better for the environment.

What are the benefits of better workflow management?

Optimizing your legal workflows can lead to more time servicing clients, a higher standard for legal services, less human error, better decision-making, and so much more. In turn, these advantages can lead to better client satisfaction.

What is the role of practice management software in a law firm?

Practice management software acts as a central hub for managing cases, clients, and tasks. It helps streamline operations, improve communication, and keep everything organized.

Document Automation Software (Top Features and Benefits)

Imagine a workday where you no longer have to deal with the tedium of drafting the same contracts over and over or manually filling in client details. Sounds like a dream, right? With document automation software, this can become your reality.

This powerful tool takes on those repetitive tasks to make sure your documents are consistent, accurate, and free of errors.

Not only does it save you time, but it also allows you to focus on the more strategic aspects of your job, whether you’re a lawyer, paralegal, or legal assistant.

But with so many options out there, how do you choose the perfect document automation software for your needs? The right solution should boost efficiency, optimize workflows, and upgrade your document management strategy to new heights.

In this guide, we’ll reveal the fundamental features of document automation tools that reimagine the way you manage legal documents, contracts, and administrative tasks.

Get ready to discover how the right software can revolutionize your workday and bring ease to your document processes.

What is Document Automation Software?

Ever feel bogged down by repetitive tasks like filling in client details or drafting the same contracts over and over?

That’s where document automation software comes in. It takes care of these mundane tasks for you so your documents are consistent and error-free.

This not only saves you a ton of time but also makes your workday a lot smoother, whether you’re a lawyer or a paralegal.

Be it handling legal documents, contracts, or any other paperwork, this software simplifies the process so you can focus on the more important aspects of your job.

Standalone Document Automation Software vs. Built-In Document Automation Features

Choosing between standalone document automation software and built-in document automation features can be a bit of a puzzle.

Standalone software is dedicated solely to automating your document processes, offering robust, specialized tools that handle everything from template creation to advanced data merging.

It’s a powerful option for firms that need comprehensive automation capabilities and want to make sure every document is spot-on.

On the other hand, built-in document automation features are part of larger software suites that include various other functionalities.

These features might not be as powerful or customizable as standalone options, but they can be incredibly convenient if you’re already using the parent software. Plus, they integrate seamlessly into your existing workflow so it’s easier to manage all your tasks from a single platform.

In a nutshell, if you need extensive, specialized automation, standalone software is the way to go. If convenience and integration with your current tools are your top priorities, built-in features could be the perfect fit.

The Benefits of Document Automation for Law Firms

A document automation tool has become the ultimate necessity for any modern law firm. Here’s why:

Increased Time Efficiency

Automating repetitive tasks like drafting contracts or filling in client details frees up a lot of time. And in the law industry, time literally translates into money.

Automated document generation lets legal professionals focus on more complex, value-added tasks instead of getting bogged down by routine paperwork.

In other words, speeding up document creation helps legal teams use their time more efficiently.

Improved Consistency and Accuracy

Document automation makes sure every document follows the same format and contains accurate information.

Cleaning up errors and giving your documents a sharp, put-together look is a piece of cake with this approach.

Think of consistent formatting and language as the unsung heroes of document creation – they’re the details that set a company apart from its competitors and establish a sense of credibility.

Better Cost-Efficiency

Imagine the cost benefits of offloading document creation duties from staff members. Law firms can do just that by going digital. Fewer errors mean less time and money spent on corrections.

By switching to automated document processes, companies can free up valuable resources and potentially trim their staffing needs.

Improved Client Satisfaction

Faster turnaround times for documents make clients happier. When clients receive accurate documents on time, their trust in your firm’s capabilities grows exponentially.

For any business, there’s no better calling card than a satisfied client; they’ll come back for more and sing your praises to others.

Better Security and Compliance

Document automation software often comes with built-in security features that protect sensitive information. Safeguarding your clients’ data is essential for building loyal partnerships; confidentiality is paramount in this process.

Cutting-edge defenses, including rock-solid encryption and precision access controls, fend off cyber threats and data smugglers to safeguard your documents from prying eyes.

Automation helps make sure all documents adhere to the latest legal standards and regulations. One wrongly checked box can lead to a world of legal woes, but this preventative measure clears the path.

Document Automation Features to Look For

When selecting document automation software, you need to prioritize features that will seriously optimize your productivity and precision.

Here’s a comprehensive guide to the must-have features in document automation tools:

Template Management

Document automation software gets a whole lot more efficient when you have template management on your side to let you generate documents with ease. Good document management software will have:

Pre-built templates: Save time with a library of ready-to-use document templates for various document types, all customizable to fit your needs.
Template creation: User-friendly, drag-and-drop tools let you design your own templates from scratch. Build custom details by adding placeholders, dynamic fields, and conditional logic to craft documents that truly speak to each individual.

Template management also offers collaboration and version control:

Collaborative editing: Multiple users can work on templates at the same time, which keeps everything up-to-date and in line with company standards.
Version control: Track changes and go back to previous versions if needed so your templates are always accurate and reliable.

Good template management cuts down the time and effort needed to produce professional documents.

When everything is beautifully in sync, document processes hum along smoothly and foster a significant jump in efficiency and productivity.

Data Integration

Imagine having all your critical data neatly organized and easily accessible – that’s what document automation software achieves by integrating disparate systems and applications. This helps make sure data flows smoothly, which cuts down on manual entry and minimizes errors.

For instance, integrating with Customer Relationship Management (CRM) systems like Salesforce or HubSpot lets you pull customer data directly into your documents.

By generating personalized contracts, proposals, and reports on the fly, you can say goodbye to tedious data entry and enjoy workflows that hum along with precision.

Beyond CRMs, connecting with Enterprise Resource Planning (ERP) systems allows for automatically including financial data, inventory details, and other essential business info into relevant documents.

This makes sure your documents always reflect the latest business data, helping you make more informed decisions.

Plus, having robust API support means you can set up custom connections with various software applications. This flexibility lets you tailor your document workflows to fit your specific needs and make sure everything runs more smoothly and efficiently.

Workflow Automation

Automating your workflow with document automation software is a total game-changer—it makes your processes smoother, faster, and hassle-free.

More specifically, It helps automate repetitive tasks and sees to it that documents move smoothly through various stages of creation, review, and approval.

Key components of workflow automation include:

Conditional Logic: You can set up custom rules that trigger document creation based on your specific requirements. For example:
- Populate certain fields or sections of a document when specific conditions are met.
- Automatically select templates or content based on user input or data changes.
Approval Workflows: This feature lets you set up multi-step approval processes, which makes sure that each document is reviewed and approved by the necessary parties before it’s finalized. Benefits include:
- Double-checking every detail to make sure everything meets the highest standards
- Streamlining the approval process with automated alerts and notifications.
Notifications and Alerts: Keep everyone in the loop with reminders of pending approvals or actions needed so everything runs smoothly. This enhances accountability and ensures timely processing.

Automating workflows spares you the tedium of manual document handling and erases hours of repetitive tasks from your schedule. What’s left is a clutter-free work environment and more of your most valuable resource: time.

Plus, automating routine tasks gives you more time to focus on strategic work, which helps increase productivity and improve the overall quality of your document management.

Collaboration Tools

Collaboration tools in document automation software are game-changers for teams working together. They make it incredibly easy for everyone to stay on the same page and get things done efficiently. One of the best features is real-time editing.

This means multiple people can work on the same document simultaneously and see changes instantly. There are no more endless email chains or waiting for someone to finish their part.

Another handy feature is the ability to leave comments and annotations right on the document. Clear guidance means everyone’s on the same page, and it’s obvious what needs a refresh or a boost.

Plus, version control is a must-have. With this feature, you’ve got a safety net—you can track changes and bounce back to earlier versions if necessary, so your document stays flawless and current.

eSignature Integration

Faster document turnaround times rely on seamless eSignature integration. With built-in eSignature capabilities, you can add legally binding electronic signatures to your documents without leaving the platform. You’ll save time, slash paperwork, and breeze through the signing process.

Popular eSignature tools like DocuSign and Adobe Sign are often supported by the software, which makes it easy to integrate your favorite signing tools.

You get to stick with the eSignature service you love, plus enjoy a smooth ride with your document workflows.

eSignature integration significantly reduces security risks, shielding documents from tampering and cyber threats. Electronic signatures are often more secure than traditional paper ones because they come with encryption and authentication features.

These features ensure that the signatures are genuine and that the documents can’t be tampered with.

Document Security

Safeguarding sensitive information is a top priority in document automation software—after all, your data needs to be locked down tight.

When it comes to keeping confidential files confidential, encryption is the fortified wall that stands between them and would-be hackers. With end-to-end encryption, your documents are secure both in transit and at rest, meaning they’re protected whether they’re being sent over the internet or stored in the cloud.

Access controls are another important feature. Role-based access allows you to specify who can view, edit, or share documents, greatly minimizing the risk of data breaches and unintended exposure.

You can set permissions based on user roles so that each team member only has access to the information they need.

Audit trails provide an added layer of security and accountability. Everything that happens to a document is tracked in these detailed logs – the editing, the creating, and the sharing.

Compliance and monitoring got a lot easier, thanks to this transparent system that lays out who did what and when in plain sight. If any unauthorized activity occurs, it can be quickly identified and addressed.

How to Choose the Perfect Document Automation Solution for Your Law Firm

To eliminate inefficiencies and catapult your law firm to the next level, you need a document automation solution specifically tailored to your needs.

By doing so, you’ll be able to clock faster turnaround times, diminish errors, and consistently impress clients with top-tier service. Here’s a guide to help you make the best choice:

1. Identify Your Needs

Start by figuring out what your law firm really needs. Then, take a hard look at your current workflows—can automation help with pesky tasks like document creation, review, and management?

Identify the types of documents you deal with most often, such as contracts, pleadings, or correspondence, to ensure the solution can handle them.

Also, consider which existing systems, like case management or CRM software, the document automation tool needs to integrate with for smooth data flow and efficiency.

2. Key Features to Look For

When selecting a document automation solution, ask yourself: which features will tangibly improve our firm’s workflow and free up more time for high-leverage activities?

Look for solid template management with pre-built templates and easy customization options. Make sure the solution supports data integration with your existing systems to streamline data transfer and cut down on manual entry.

Automating tasks is a top priority, so make sure to look for features that can handle document creation, get approvals, and send out notifications – all without you having to lift a finger.

3. Evaluate Usability

Usability is crucial when choosing a document automation solution. The software should have a user-friendly interface that’s easy for everyone on your team to use.

Check the availability of training resources and customer support to ensure a smooth transition and ongoing assistance.

Life’s unpredictable, and your work style should be, too. To give your team the flexibility they need, ensure that your solution can keep up by being accessible on mobile devices.

4. Consider Scalability

When selecting a document automation solution, consider your firm’s future growth. Choose software that can scale with your firm and handle increasing document volumes and additional users as needed.

Find software that’s adaptable and can be upgraded with new features as your needs shift. This way, you can rest assured it’ll stay relevant and meet your changing requirements.

5. Cost-Benefit Analysis

Conduct a cost-benefit analysis to determine the best solution for your budget. Compare the costs of different solutions and consider the potential return on investment through improved efficiency, reduced errors, and improved client satisfaction.

Make sure the benefits outweigh the costs to get the most value from your document automation software.

6. Trial and Feedback

Take advantage of free trials and demos to test out different document automation solutions. Put the software to the test in your setting, and you’ll see exactly how it can be applied to solve real problems and streamline processes.

During the trial, gather honest insights from your team—it’s the best way to determine if the solution has everyone’s best interests at heart. You’ll be empowered to make smart calls that resonate throughout your organization.

Why Choose Briefpoint.ai

Choosing the right document automation solution is a must for maximizing your law firm’s efficiency and productivity. Briefpoint.ai offers legal pros a personalized toolkit, specifically crafted to help firms like yours excel.

Here are the key reasons why Briefpoint.ai is the best document automation software:

User-friendly interface: Briefpoint.ai features an intuitive and easy-to-use design that requires minimal training. This allows your staff to focus more on their legal work rather than struggling with complex software.
Advanced document automation: The platform excels in streamlining the creation, review, and management of legal documents. With an exhaustive collection of templates at your fingertips, manual data entry becomes a thing of the past, replaced by accuracy and professionalism.
Robust security measures: Security is a top priority with Briefpoint.ai, which is why we offer end-to-end encryption to protect your documents, automatic backups, payment security, and other tight measures.
Scalability and support: Briefpoint.ai is designed to grow with your law firm, handling increasing document volumes and additional users seamlessly. Exceptional customer support, including training resources and a dedicated support team, makes sure that you always have the help you need.

How to Use Briefpoint

Using Briefpoint.ai is straightforward and efficient, thanks to its advanced machine learning and AI capabilities. Here’s a step-by-step guide to help you get started:

Step 1: Upload Your Discovery Request

Begin by uploading your discovery request document to Briefpoint.ai. The platform’s machine-learning AI system will immediately start scanning and extracting information from your document. This includes:

Court Name: Automatically applies local formatting rules.
Case Number: Extracts and inputs the case number.
Parties: Identifies and records the involved parties.
Request Type: Recognizes whether it’s an RFA, RFP, Interrogatory, or Form Interrogatory.
Set Number: Extracts the set number and much more.

Step 2: Briefpoint’s AI Suggests and Writes Objections

Once the AI system has created a caption and filled out some of the routine data within your brief, including the requests or interrogatories, you can let Briefpoint handle the objections.

Simply click “Suggest” and Briefpoint’s patented AI-system chooses and writes the appropriate objections to each of your opposing counsels’ requests. This streamlined process helps you efficiently complete your responses with minimal manual effort.

Step 3: Open in Word

At any point during the process, you can download your document and open it in Word. This allows you to finish any remaining details on your computer. You’ll receive a properly formatted, mostly-completed brief that’s ready for final touches or even for filing.

Unlimited Savings With the Right Document Automation System

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

Test Briefpoint yourself by scheduling a demo here.

FAQs About Document Automation Tools

What is legal document automation software?

With document automation software, the heavy lifting is taken care of⎯you simply review, revise, and repeat, minus the manual hassle. Client information and legal forms are a thing of the past⎯now you’ve got more time to tackle the more important stuff.

What key features should I look for in document automation software?

Look for template management, integration capabilities, document assembly collaboration tools, version control, e-signatures, data merge, a smooth document creation process, and conditional logic.

These features help ensure your documents are accurate, up-to-date, and easy to access. They also make it easier to collaborate, reduce manual data entry, and minimize the chance of errors in document creation.

How does document automation improve client satisfaction?

It speeds up document creation, reduces errors, and provides timely, accurate documents, which boosts client trust and satisfaction.

Clients love getting well-prepared documents quickly, reflecting well on your firm’s efficiency. Sweeping away annoying delays and mistakes, document automation paves the way for stronger, more authentic client bonds.

What is a document management software?

A Document Management System (DMS) is software that helps organizations store, manage, and track electronic documents. It provides features for organizing, retrieving, and securing documents, facilitating efficient document handling, and ensuring compliance with regulatory requirements.

How Can Law Firms Increase Efficiency With Tech?

Most legal tech solutions are designed with one central goal in mind: to make legal firms more efficient.

However, optimized efficiency doesn’t always happen instantly. While more and more law firms are leveraging legal tech today, some are still struggling to use these solutions properly.

If you’re in the same boat, don’t throw in the towel just yet. What if you could maximize your workflow with the right tech tools? Here’s how to make that possible.

Types of Legal Technology

Before we go into using legal tech properly, let’s list the most common tech solutions law firms use to improve their efficiency, productivity, and client experience.

From automating tedious tasks to enhancing collaboration, law firms can significantly benefit from the array of technologies emerging in the tech sector. Take a task, any task–like dealing with paperwork or tracking hours–and you’ll likely find a tool waiting in the wings to make it easier.

To optimize their operations, law firms can turn to various legal technologies that help streamline tasks and increase productivity.

Document Automation Tools

For law firms, the right tools can spell the difference between wasting hours and free time to focus on high-priority cases. Rather than drafting documents from scratch every time, some document automation tools use AI to draft legal documents like discovery responses quickly.

This means fewer mistakes, consistent quality, and more time for lawyers to focus on important work. Plus, clients get their documents faster, which makes everyone happy.

Case Management Software

Law firms rely heavily on case management software. It’s an indispensable ally for legal professionals aiming to stay on top of their caseload.

All your case information, neatly organized in one spot, frees you up to tackle your workload without the stressful juggling act of separate systems and mounds of paperwork.

With this software, you can track important dates, deadlines, and tasks, which helps make sure you don’t miss anything important. It keeps all your case documents, emails, and notes together, so you can easily find and share information with your team.

It also assists with time tracking and billing for simpler billing and invoicing.

Document Management Software

Any law firm that’s serious about staying organized and efficient needs a solid document management system in place. File organization is their boon, keeping every sheet of paper in its rightful place and simple to track down.

It also stores all your files digitally, so you can quickly search and retrieve what you need without digging through piles of paper or scattered digital folders.

With everything in one central spot, managing documents becomes a breeze. You can categorize and tag files for quick access, and features like version control ensure you’re always working with the latest document version.

Working together just got a lot simpler, thanks to this handy feature. Sharing and accessing files is straightforward, cutting down on time-wasting email exchanges. Plus, secure access controls keep sensitive information protected and only accessible to the right people.

Billing and Time Tracking Tools

Billing and time-tracking tools are must-haves for law firms to keep track of billable hours and manage invoices efficiently. These tools help lawyers log their time accurately so that every minute of work is accounted for.

Automation makes short work of hour recording, banishing the irritation of errors and liberating the time you need to focus on more pressing matters. You can easily track how much time you spend on different tasks and cases, which helps you bill clients correctly.

Invoicing becomes much simpler, too. Tracked hours convert effortlessly into accurate invoices, which simplifies the billing process and reduces administrative headaches.

Online Payments Software

Online payment software is a convenient tool for law firms, making it easier to handle client payments. Instead of relying on traditional methods like checks or bank transfers, clients can pay their bills online quickly and securely.

This software allows clients to pay using various methods, such as credit cards or electronic transfers, which gives them flexibility and convenience. For the law firm, it means faster payments and less time spent chasing down unpaid invoices.

Security is the key feature, with encryption and other measures to make sure that payment information is protected.

Electronic Signature Solutions

Ever wondered how to speed up the document signing process at your law firm? Electronic signature solutions are the answer. By giving clients the ability to digitally sign documents, annoying lag times and physical correspondence become a thing of the past.

With electronic signatures, you can send documents to clients with just a few clicks. Clients can then sign them from anywhere using their computer or mobile device. Streamlining equals speed and simplicity–a double blessing that benefits each and every person involved.

These solutions are secure and ensure that signatures are legally binding and documents are protected. Plus, they keep a digital record of all signed documents, so it’s easy to track and retrieve them when needed.

Automated Client Intake Forms

Automated client intake forms allow new clients to provide their information online, which simplifies the intake process and saves valuable time.

Instead of dealing with paper forms or back-and-forth emails, clients can fill out their details at their convenience. Client data is then automatically organized and stored in your system, which makes it easily accessible for your team.

Automated client intake forms not only speed up the process but also reduce error and legal risks. With digital forms, there’s less chance of missing or incorrect information, so you have everything you need from the start.

Legal Research Tools

Legal research is a whole lot easier with the right tools. With instant access to a massive library of information, you can track down relevant cases, statutes, and precedents in no time.

Imagine being able to search for a specific topic, keyword, or case and getting instant results. Instead of drowning in outdated information, you’ll have the power to zip through updates and refresh your perspective in no time.

But what really sets these tools apart are the extras, like annotations, highlights, and bookmarks, that keep your research tidy and easily accessible whenever you need to reference it.

Why Are Some Law Firms Inefficient With Tech?

Many law firms grasp the benefits of embracing technology, but for some, the gap between that understanding and tangible results remains stubbornly wide, leaving them in a cloud of inefficiency. More often than not, a few specific pain points are to blame.

For one, some lawyers often shy away from change for the sake of tradition, even if it means improving their productivity.

Plus, without the right know-how, even the flashiest tools can quickly become more hindrance than help and leave staff to wrestle with integration.

Cost is another concern—many firms worry about the initial investment required for new technology, even though it can save money in the long run.

Integration issues also play a role. If different systems don’t work well together, it can lead to a disjointed workflow where information is siloed, and tasks become more cumbersome.

Lastly, a nagging concern about security can stalemate a firm’s growth. As keepers of confidential information, law firms must be cautious when it comes to embracing digital innovation. With confidentiality at stake, concerns about data security are unavoidable.

Addressing these issues with an open mind, proper training, thoughtful cost analysis, ensuring system compatibility, and prioritizing security can help law firms overcome these challenges and significantly improve their efficiency with tech.

How to Make Your Law Firm More Efficient With Tech

Making your law firm more efficient with technology doesn’t have to be a daunting task. Here are some practical steps to help you get started and make the most out of tech tools:

1. Start Small

Begin with one or two tech tools that address your most pressing needs. This way, you can gradually get used to new systems without overwhelming your team. Starting small allows you to manage the transition better and build confidence in using technology.

Here are some repetitive and often time-consuming tasks you can automate with new legal tech:

Document creation
Email management
Appointment scheduling
Billing and invoicing
Time tracking
Data entry
Client intake forms
Legal research
Task reminders
File organization
Follow-up emails
Case updates
Expense tracking
Report generation
Workflow management

2. Provide Training

Getting everyone in your firm comfortable with new technology is key to making it work.

First things first: get your team familiar with the new tools by organizing some live training sessions that zero in on each one. These could be workshops, webinars, or hands-on sessions where your team can learn and practice in a relaxed setting.

Whether you’re a newbie or a pro, make the learning process smoother with a diverse range of resources featuring user-friendly guides, online tutorials, and instructional manuals that get straight to the point.

These will help your staff get familiar with the new tools at their own pace. It’s also a good idea to have a go-to person or team who can answer questions and help troubleshoot any issues that come up.

Resistance to change is natural, but with proper training, that friction begins to fade, and people start to adapt and thrive. You can almost see a boost in confidence when someone masters a new technology. Suddenly, they’re less apt to second-guess themselves and make costly mistakes.

3. Seek Feedback

Regularly ask your team for their input on the tools you’re using. Can you truly count on them to get the job done? What challenges are standing in their way? In order to revise and perfect, this feedback is the perfect guiding light shining a spotlight on what needs fixing.

Involving your team in the decision-making process can also increase their buy-in and commitment to using the new tools.

4. Focus on Integration

Integrated systems simplify processes and make it a breeze to manage all aspects of your practice from one central platform. Imagine having your case management, document automation, billing, and communication tools all working together in harmony.

Errors and duplications simply disappear when you unify your system, leaving you with a leaner, more efficient operation. When your tools are synced, information flows seamlessly and everyone has access to the most up-to-date data.

When your team collaborates smoothly, you’ll get work done faster and with more precision—and that means delighted clients.

5. Stay Updated

Technology for the legal sector is always evolving, so stay updated with the latest advancements and trends. Regularly review and update your tech tools to ensure that your firm is benefiting from the most current and effective solutions.

An edge over the competition doesn’t happen overnight (especially in the legal industry); it’s the result of clever strategic planning that pinpoints opportunities for improved efficiency.

Invest in Tech Solutions Today

Legal tech solutions are designed to optimize your law firm’s operations, but it doesn’t happen instantly. Even with the best tech tools in your stack, efficiency can wane if you don’t know how to use them correctly.

It’s time to turn your tech investments into tangible results, so use these strategies to make it happen. While it can take some time and maybe even a bit of a learning curve, leveraging technology will ultimately make your firm more consistent, productive, and efficient.

If you’re new to legal tech, start with a tool that will bring you the most ROI yet is very easy to implement: Briefpoint.ai. Here’s a quick look at what you can do with it:

Upload your discovery request: Briefpoint’s machine-learning system will automatically start extracting information from your document.
Add objections and responses: Briefpoint will create a caption with most of the routine details already filled out. You can then add your objections to each request or interrogatory using the checklist.
Collect and add client responses: With Briefpoint Bridge, you can easily gather and input client responses. Select your questions, send them to your client, and then insert their replies into your document without manual effort.
Finish up: Once you have a draft, download the document in MS Word and make your final touches. It’s that simple!

Maximize Your Tech ROI With Briefpoint

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

Test Briefpoint yourself by scheduling a demo here.

FAQs About Legal Tech

How can document automation help my law firm?

Document automation can save time and reduce errors by using templates to create standard documents quickly and accurately.

What is practice management software?

For law firms and legal departments, keeping track of cases, deadlines, and client information can be a monumental task. However, practice management software makes it a breeze, centralizing everything in one easy-to-use platform.

Why should my firm use online payment software?

Picture this: no more wasted hours chasing down clients for payment. Online payment software streamlines the process, allowing clients to pay quickly and efficiently so you can refocus on driving growth.

How do electronic signatures benefit law firms?

Electronic signatures speed up the process of getting documents signed and returned, which eliminates the need for physical copies and in-person meetings, as well as increases cost savings.

What are automated client intake forms?

Automated client intake forms allow new clients to provide their information online, streamlining the onboarding process and saving time.

Law Firm Digital Transformation: Moving Forward This 2024

Law Firm Digital Transformation: Moving Forward This 2024

What Does Digital Transformation Mean For the Legal Industry?

Why Are Traditional Law Firms Hesitant to Adopt Legal Technology?

The Benefits of Digital Transformation For a Law Firm

1. Maximized Efficiency

2. Better Client Service

3. Cost Savings

4. Smarter Data Management

5. Improved Collaboration

6. Informed Decisions

The Law Firm Digital Transformation Journey in 5 Steps

1. Take Stock of Where You Are

2. Set Your Goals

3. Pick the Right Tools

4. Get Your Team Onboard

5. Keep an Eye on Progress

Types of Legal Tech You Need

Document Automation

Case Management Software

Practice Management Software

Document Management

Legal Billing and Accounting Tools

Don’t Get Left Behind

Upgrade Your Digital Strategy With Briefpoint

FAQs About Digital Transformation in Law Firms

What is digital transformation in a law firm?

Why is digital transformation important for law firms?

How can a law firm start its digital transformation process?

What types of legal tech should law firms consider?

What are the benefits of digital transformation for law firms?