How to Automate Legal Discovery in 2025 (Using AI)

Estimates suggest that lawyers only bill 2.3 hours during an 8-hour workday. What happens to the rest of your time?

Unfortunately, much of it goes on paperwork, such as legal discovery. Legal professionals spend vast tracts of their office hours performing non-billable tasks, reducing their earning power and risking burnout.

This has sparked a growing interest in automating legal discovery processes.

Law firms and individual attorneys want to save time and money by getting sophisticated software to streamline this workflow.

Such technology now exists. For example, Briefpoint’s discovery document drafting software can save an estimated 87% of the time needed to create a response. Plus, these new tools don’t require sophisticated technical skills.

In this article, we’ll explore how to automate legal discovery responses in your law firm.

Once you learn how to do this, you can save time and money and avoid spending hours of your day on dull, non-billable tasks!

How to Automate Legal Discovery Responses

Automating legal discovery responses involves choosing appropriate software from the many options available on the market. The solution you select will determine how much you can reduce labor and increase your billable hours.

The following is a step-by-step guide to how the most advanced AI-powered software automates legal discovery responses.

These products balance the need to speed up work against the requirement for legal accuracy and compliance.

1. Analyze the Discovery Request

Discovery response automation tools first analyze the discovery request from the opposing party. Sophisticated AI systems analyze text and extract relevant pieces of information to create a response shell.

For example, Briefpoint uses machine learning and natural language processing (NLP) to transform requests for information from the opposing counsel into digestible lists.

This feature lets you see their demands in a pithy, easy-to-interpret format to speed up response. (Briefpoint can interpret requests in formats accepted in all fifty states).

2. Respond

AI tools next use AI to help you respond faster to legal discovery requests. Tools use a variety of templates and libraries to insert language that is legally permissible and in your client’s best interest.

For example, Briefpoint provides two ways to automate this process. The first is to click relevant responses from the menu on the left-hand side. Selecting an objection will cause that response to appear in the text in reply to the request.

However, you can also get the software to suggest objections for you (and why they apply to the request).

Using this method will highlight anything the solution thinks is relevant, given the inputted text. Then, you can quickly review them and edit them where appropriate.

Finally, you can use these tools to add a substantive response. This automated piece of text provides additional context for your reply.

Briefpoint also has a built-in feature called Bridge, which automates the process of collecting client responses and integrating them into discovery documents.

Bridge lets you select interrogatories, translate them into easy-to-understand language, and send them to your client with just a few clicks. Once they respond, Bridge will plug their responses into your document.

3. Download And Review

Finally, you will need to download and review the response document. Solutions vary in their usability. Some require using their integrated word-processing software, while others force you to use PDFs.

In contrast, Briefpoint lets you download your document into Microsoft Word, which probably integrates better into your workflow than a separate review platform.

You can see the edited document at any production stage and add or subtract from it whenever you want.

How to Automate Legal Discovery

AI tools can also automate the creation of legal discovery documents, such as requests for admission, requests for production, and interrogatories.

These facilities mean you can automate the initiation aspect of legal discovery work, not just the response.

1. Design Your Document

The first step is to draft your propounding discovery document. Solutions begin by collecting essential information to populate the request.

For example, Briefpoint asks for information about the case name, request type (request for admission, request for production, or interrogatory), and the responding party.

You can also link it to an existing case or client or a new one.

2. Add Requests

The next step is to add your requests. Automation software accelerates this process by including pre-built requests grouped by case type and theories of law.

For example, Briefpoint lets you select interrogatories related to “auto torts” with a click and add them to your request.

3. Document Review

The final step is to download and review your newly generated request document. Again, Briefpoint lets you edit it in Word, which is ready to attach to an email or print after the review process.

If you want to learn more about Briefpoint’s process, book your discovery call today!

The Benefits of Automating Legal Discovery

Automating legal discovery work isn’t just about saving time and money—though it certainly does that.

The real benefits go beyond efficiency. It helps law firms improve accuracy, client relationships, and overall workflow, which will ultimately translate to a better bottom line and—even better—more resolved cases for clients.

Here’s a deeper look into how automating legal discovery can transform the way you manage cases.

Reducing Errors in Discovery Responses

One of the most significant advantages of using automation tools in legal discovery is the reduction in errors.

These tools can sift through large volumes of documents and data to quickly identify key themes and relevant information. By doing so, they help make sure your responses are accurate and comprehensive, minimizing the risk of oversight.

Protecting Privileged Information

Handling large volumes of documents manually increases the risk of accidentally revealing privileged information.

Automation tools are designed to offer permissible retorts to help you carefully craft responses while protecting sensitive data.

These tools can highlight or hide privileged information, which helps make sure you comply with legal requirements and maintain the confidentiality of involved parties.

Improving Client Relationships

Another often overlooked benefit of automating legal discovery is how it improves your relationship with clients.

With less time spent sifting through documents and performing repetitive tasks, you can dedicate more time to the parts of your job that matter most—working closely with your clients and building strong relationships.

Shifting Focus to Higher-Value Tasks

By automating the drudgery of document review and discovery, tools like Briefpoint allow you to shift your attention to more meaningful work.

Rather than getting bogged down in repetitive, manual tasks, you can focus on case strategy, negotiations, and court preparation.

Automating discovery gives you the opportunity to operate more efficiently, helping you focus on the parts of your job that bring you the most satisfaction and success.

Improving Efficiency and Workflow

Ultimately, automating legal discovery transforms the way your firm operates.

It creates more efficient workflows, reduces manual errors, and speeds up the document review process. This allows your firm to handle more cases or complex matters without overwhelming your team.

Overhaul Your Discovery Workflow With Briefpoint

Legal discovery doesn’t have to drain your day. With Briefpoint, you can eliminate tedious tasks, improve accuracy, and spend more time where it matters—working with clients and advancing cases.

Say goodbye to the endless hours spent drafting discovery documents and hello to a smarter, faster workflow. Over 500 law firms are already transforming their practices with Briefpoint’s innovative AI-powered tools.

Isn’t it time your firm joined them? Book a demo today and discover how Briefpoint can help take your practice to the next level.

Enjoy a Cost-Effective Discovery Process 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.

Book a demo and save on these costs with Briefpoint.

FAQs About Automate Legal Discovery

How do you automate legal work?

The degree to which you can automate legal work depends on the tools you use. Next-generation software, like Briefpoint, uses advanced AI to extract relevant information from discoveries and provides a template, legally permissible, and editable responses you can include.

What is legal electronic discovery?

Legal electronic discovery, or e-discovery, refers to the process of identifying, collecting, and sharing electronically stored information (ESI) in a legal case. This can include emails, digital documents, and other forms of electronic data, often managed through specialized software.

What is legal document automation?

Legal document automation uses software to create, manage, and edit legal documents automatically. By relying on templates and pre-defined rules, tools like Briefpoint help legal teams generate accurate legal documents in less time, reducing errors and manual effort.

Can paralegals do discovery?

Yes, paralegals play a key role in discovery by reviewing documents, organizing evidence, and assisting with responses. With discovery automation tools, paralegals can complete these tasks faster and more accurately, enhancing their productivity and value to the legal team.

What is e-discovery in law?

E-discovery is simply the electronic version of conventional discovery. It involves submitting digital evidence, requests for production, requests for admission, and interrogatories via digital means (over the Internet) instead of by hand or mail.

How do you automate the collection of Electronically Stored Information (ESI)?

Automating the collection of Electronically Stored Information (ESI) involves using electronic discovery technology to streamline the process of finding, preserving, and gathering digital data to share in state and federal courts. This is typically done by setting up systems that can automatically search through emails, cloud storage, and other digital platforms to find relevant information based on specific criteria like keywords or dates. These systems also make sure that the data is preserved in its original form to prevent any alterations and have tools for producing electronic documents.

Readers of this website should contact their attorney to obtain advice with respect to any particular legal matter. No reader, user, or browser of this site should act or refrain from acting on the basis of information on this site without first seeking legal advice from counsel in the relevant jurisdiction. Only your individual attorney can provide assurances that the information contained herein – and your interpretation of it – is applicable or appropriate to your particular situation. Use of, and access to, this website or any of the links or resources contained within the site do not create an attorney-client relationship between the reader, user, or browser and website authors, contributors, contributing law firms, or committee members and their respective employers.

Top 5 Legal Workflow Management Software

Managing a law firm involves juggling countless tasks, from tracking deadlines to drafting documents and keeping clients informed.

Many of these tasks are repetitive and time-consuming, leaving less room for strategic, high-value work. In fact, data from 2020 shows that more than 63% of tasks performed by legal professionals are rules-based, repetitive, and require no interpretation or judgment.

Legal workflow management software offers a solution by automating routine processes and organizing workflows so law firms operate more efficiently. In this article, we’ll explore what these tools are, how they work, and which platforms stand out.

What is Legal Workflow Management Software?

Legal workflow management software is a digital solution designed to bring order to the chaos of legal operations. It acts as a central hub for organizing and automating essential tasks like document drafting, legal research, data entry, and more.

At its core, legal workflow automation software replaces manual, time-consuming processes with automated workflows to give legal professionals more time to focus on strategy and client relationships. Common features include:

Automated workflows: Tedious tasks like document creation or compliance checks become effortless with built-in templates and workflows.
Task tracking: Track cases, tasks, and deadlines without digging through emails or spreadsheets.
Integration capabilities: Link it with tools like Outlook, Google Workspace, or billing software to keep everything connected.
Client management: Maintain detailed records, case notes, and communication histories in one easily accessible location.

The goal of such software is to make it easier to stay organized, meet deadlines, and focus on providing exceptional client service without unnecessary stress or errors.

Best Legal Workflow Management Tools For Your Tech Stack

Having the right tools in your legal tech stack can save time and reduce stress. But which ones should you choose? We’ve compiled a list of the best legal workflow automation tools so you can narrow down your choice.

1. Briefpoint

Briefpoint is a cutting-edge tool designed to simplify one of the most tedious aspects of legal work—responding to discovery requests.

By leveraging advanced AI and machine learning, Briefpoint automates the preparation of discovery documents, which allows legal professionals to focus on higher-value work instead of getting bogged down by repetitive administrative tasks.

It handles everything from scanning documents for key information to generating properly formatted responses that comply with local court rules.

Whether you’re a solo practitioner or part of a busy legal team, Briefpoint is a must-have for efficiency and accuracy in discovery-related workflows.

Best Features

Automated document drafting: Upload discovery requests, and Briefpoint’s AI extracts key details like court names, case numbers, and request types.
Objection management: Easily add objections to requests or interrogatories with a simple click.
Customizable formatting: The system applies local court formatting rules for professional results.
Integration with Word: Download partially completed briefs, ready to be finalized in Word.
Broad court compatibility: Supports discovery requests across all U.S. state courts.

Pros

Drastically reduces the time spent on drafting discovery documents
Improves accuracy by automating repetitive tasks prone to human error
Offers a simple, user-friendly interface that’s easy to learn
Ensures compliance with local court rules by applying proper formatting
Supports collaboration by allowing team members to review and adjust drafts
Compatible with all U.S. state courts, making it versatile for legal teams nationwide

2. Clio

Clio is an all-in-one legal workflow management solution designed to simplify operations for law firms of any size. It provides everything you need for case management, billing, and client communication, all within a single, easy-to-use platform.

Source: G2

With extensive integration options and a focus on efficiency, Clio helps legal professionals manage tasks like client intake, time tracking, and payment processing while staying organized and compliant.

Best Features

Comprehensive case management: Track all client and case details, deadlines, and communications in one place.
Billing and payments: Generate invoices and accept payments directly through the platform.
Client intake management: Simplify onboarding with customizable intake forms and workflows.
Over 200 integrations: Works seamlessly with tools like Google Workspace, Microsoft 365, and QuickBooks.
Mobile app: Manage your practice on the go with Clio’s fully featured mobile app.

Pros

Scales well for firms of all sizes
Strong integration capabilities for better functionality
User-friendly design simplifies complex tasks
Offers detailed reporting for better insights
Mobile app mirrors desktop features for flexibility

Cons

Higher pricing can be a barrier for smaller firms
Some users may find the feature set overwhelming initially
Advanced features may require additional setup time

Pricing

Clio offers multiple pricing tiers starting at $49 per user per month. The most basic plan offers calendar management, online payment options, and time tracking. Higher-tier plans unlock advanced features such as client intake automation and enhanced reporting.

3. MyCase

MyCase is an all-in-one legal management platform designed to simplify case management, billing, and client communication.

Source: G2

It’s tailored for small to mid-sized law firms and provides an intuitive interface that makes tracking tasks, managing deadlines, and handling invoicing more efficient.

Best Features

Integrated time tracking and invoicing: Manage billable hours and generate invoices directly within the platform.
Secure client communication: Use encrypted client portals to share updates, documents, and messages.
Deadline and task management: Keep track of all important dates and to-dos to stay organized.
Document management: Store, organize, and access all case-related files in one central location.
Mobile app support: Manage your practice on the go with MyCase’s mobile-friendly features.

Pros

Combines case management and billing in one platform
Offers secure client communication with encrypted portals for better client satisfaction
Easy-to-navigate interface, even for less tech-savvy users
Includes mobile access for on-the-go management

Cons

Limited customization for advanced reporting
Some features may feel basic for larger firms
Mobile app lacks some advanced functionalities

Pricing

MyCase pricing starts at $49 per user per month for the Basic plan. It includes core features like task management, a client portal, and expense tracking.

4. Smokeball

Smokeball is a cloud-based legal practice management software built to improve efficiency for small law firms. It offers automatic time tracking, document automation, and daily task management features to help lawyers and staff stay organized and productive.

Source: Smokeball.com

With a user-friendly interface and frequent updates, Smokeball caters to firms looking for an efficient way to manage their daily operations without unnecessary complications.

Best Features

Automatic time tracking: Keeps track of your work hours without requiring manual entry, ensuring accurate billing.
Document automation: Simplifies the creation of legal documents using pre-built templates.
Daily digest: A feature that provides an overview of deadlines, tasks, and appointments to keep you on track.
Client and matter management: Centralized storage for client information and case files.
Email and calendar integration: Syncs seamlessly with Outlook to keep communication and scheduling in one place.

Pros

Saves time with automatic time tracking
Excellent document automation features for faster drafting
Intuitive and easy-to-learn interface
Frequent updates make sure the software stays current
Strong customer support

Cons

Higher price point compared to some competitors
Limited customization options for larger firms
Some advanced features may have a learning curve

Pricing

Smokeball plans are currently not available for public viewing.

5. Checkbox

Checkbox is a no-code platform built to help legal teams automate repetitive workflows and create customized solutions for their unique needs.

Source: G2

Designed for efficiency and flexibility, Checkbox allows users to build digital workflows, automate compliance tasks, and create self-service portals without requiring technical expertise. It’s particularly well-suited for law firms handling high volumes of routine tasks or processes.

Best Features

Drag-and-drop workflow builder: Easily design workflows without coding skills.
Pre-built templates: Get started quickly with customizable templates for legal workflows.
Self-service portals: Create portals for clients or internal teams to streamline task management.
Integration options: Connect with tools like Outlook, Google Workspace, and more.
Scalability: Adaptable for firms of various sizes and industries.

Pros

User-friendly interface makes automation accessible
Ideal for compliance-heavy processes
Highly customizable to suit specific legal needs
Enables faster service delivery with client portals
Supports integrations to connect with existing tools

Cons

Best suited for teams with clear workflow requirements
Limited analytics and reporting capabilities
Advanced features may require some initial setup

Pricing

Checkbox has no direct pricing on its website.

Briefpoint Automates The Most Tedious Part of Your Workflow

Legal workflow software has the power to redefine how your firm operates, turning time-consuming processes into seamless tasks.

Tools like Briefpoint stand out by addressing specific challenges, like automating discovery responses, saving valuable hours, and reducing stress for legal professionals.

Why spend countless hours on repetitive tasks when Briefpoint can handle them with precision and speed? Save time, cut down on errors, and focus on delivering outstanding service to your clients. Don’t just manage your workload—transform it.

Schedule a free demo with Briefpoint today and see how it can revolutionize your workflow.

Get Unlimited Savings With Document Automation

Book a demo and save on these costs with Briefpoint.

FAQs About Legal Workflow Management

What are 3 basic workflow management practices?

Effective workflow management relies on three key practices: clearly defining tasks, assigning responsibilities, and tracking progress. Clearly defined tasks help break processes into manageable steps while assigning responsibilities makes sure that every team member understands their role. Tracking progress using tools or software keeps the workflow on schedule and ensures deadlines are met.

What is legal workflow automation?

Legal workflow automation refers to the use of software to streamline repetitive tasks in legal practices. It handles processes like document drafting, case tracking, and deadline management automatically, reducing manual effort and minimizing errors. Legal teams can focus on providing better client service and tackling complex legal strategies by automating these workflows.

What are the 3 methods of workflow organization?

Workflows can be organized using three main methods: sequential, parallel, and dynamic. Sequential workflows follow a strict order where each task depends on the completion of the previous one. Parallel workflows allow multiple tasks to be completed simultaneously, which saves time. Dynamic workflows are more flexible, adapting to changes in priorities or external circumstances as needed.

What are the four types of workflow?

There are four primary types of workflows: process, project, case, and ad hoc. Process workflows are standardized and repetitive, such as client intake procedures. Project workflows are temporary and created for specific goals or initiatives. Case workflows are tailored to managing individual cases, commonly used in legal and medical fields. Ad hoc workflows are flexible and created on the spot for unique or non-recurring tasks.

This website contains links to other third-party websites. Such links are only for the convenience of the reader, user or browser. Readers of this website should contact their attorney to obtain advice with respect to any particular legal matter. No reader, user, or browser of this site should act or refrain from acting on the basis of information on this site without first seeking legal advice from counsel in the relevant jurisdiction. Only your individual attorney can provide assurances that the information contained herein – and your interpretation of it – is applicable or appropriate to your particular situation. Use of, and access to, this website or any of the links or resources contained within the site do not create an attorney-client relationship between the reader, user, or browser and website authors, contributors, contributing law firms, or committee members and their respective employers.

Clio vs. MyCase: A Complete Comparison Guide

Picking the right practice management software for your law firm can feel like a tough call—especially when Clio and MyCase both seem to check so many boxes. They’re popular, packed with features, and designed to simplify how your firm operates.

So, how do you choose?

We’ve got you covered. In this guide, we’ll break down the key features, differences, and pricing of Clio and MyCase while showing you how Briefpoint can complement either platform. By the end, you’ll know exactly what your firm needs to run smoothly.

What Is Clio?

Clio is cloud-based legal practice management software designed to make running a law firm a whole lot easier.

It helps you handle everything from case management and document organization to tracking time and billing clients.

Whether you’re a solo lawyer or part of a larger firm, Clio is one of the best options for an all-in-one legal practice management system.

One of its biggest perks is how it connects with other tools you’re probably already using, like Google Workspace or Microsoft 365. So, if you’re looking to iron out your workflow and keep things organized, Clio might be just what your firm needs.

Despite Clio being an extremely popular tool for legal professionals seeking intuitive practice management software, it has a worthy rival: MyCase.

What Is MyCase?

MyCase is a straightforward, cloud-based legal management tool designed to help law firms handle their daily operations smoothly.

Like Clio, it’s all about making things easier—whether it’s organizing cases, tracking time, managing documents, or billing clients.

One of its key strengths is the built-in and secure client portal, where you can communicate and share documents with your clients without the hassle of extra emails.

Law firms with smaller teams love MyCase because it’s a breeze to navigate, leaving them more time to focus on more valuable work.

What Is Briefpoint?

Briefpoint is an AI-powered discovery document automation tool that lets legal professionals prepare discovery responses and request documents within minutes.

Instead of spending hours copying and pasting or manually writing these documents, Briefpoint lets you automate the whole process.

How does it work? You just have to upload your discovery request, and Briefpoint’s AI system will automatically extract as much information as it can, including routine data like case numbers, court names, parties, and more.

Then, it fills out routine data within your brief. At this point, you can add objections by clicking the interrogatories you want to include.

Briefpoint lets you download the document at any point so you can add finishing touches to Word.

Briefpoint also has Bridge, a built-in tool that gathers client input and simplifies complex legal terminology into plain English. It then shares this information with your clients and seamlessly incorporates their feedback into your working documents without back-and-forth emailing.

Test Briefpoint yourself by scheduling a demo here.

Clio vs MyCase: Feature Comparison

When it comes to comparing Clio and MyCase, it’s important to break down their key features and see how they stack up against each other.

At first glance, the two platforms seem to offer a lot of the same features, but as you dig deeper, you’ll find they have distinct approaches to case management, client intake, document organization, and the financial aspects of running a business.

Case Management

Clio offers a robust case management system designed to keep everything organized. You can track case timelines, store related documents, and even collaborate with your team.

Plus, it’s customizable, letting you adjust workflows to fit how your firm operates, and integrates with a variety of other tools, giving you a lot of flexibility.

MyCase also provides a solid case management system but leans a little more into simplicity. With a case management system that’s sturdy and reliable, the slight trade-off is a user interface that’s straightforward and easy to grasp.

You can organize cases, assign tasks, and track case progress without too much hassle even if you have limited technical expertise.

However, MyCase has a significant edge in client communication—its portal allows for easy client updates and collaboration, which makes it super convenient for keeping clients in the loop.

Client Intake and Lead Management

Clio offers customizable client intake forms that you can embed on your website to streamline the onboarding process for new clients. It automates a lot of data entry and contact management, which makes it faster and easier for both your firm and your clients.

Aside from client management, Clio also integrates lead management features. This means you can track potential clients from their initial inquiry to becoming active clients, all in one platform.

On the other hand, MyCase offers a more basic client intake feature, which covers the essentials but doesn’t offer as much customization.

It gets the job done for firms looking for a simple, straightforward intake process, but if you want more flexibility, Clio has the edge here. However, it lacks lead management features.

Document Management

Clio’s document management system is highly secure and easy to navigate. It lets you store, organize, and share documents both within your team and with clients or third parties. Better yet, the platform integrates with tools like Google Drive, Dropbox, and OneDrive, so it’s easy to keep everything in sync.

MyCase also provides document storage and sharing, but, again, with a more user-friendly interface. It may not have as many third-party integrations as Clio, but it makes up for it with simplicity. If ease of use is your priority, MyCase might be more up your alley.

Billing and Time Tracking

Clio offers a comprehensive billing system that includes time tracking, invoicing, and expense management.

You can track your time directly within the platform and then convert that into professional-looking invoices. Clio’s billing system is customizable, which gives you more control over how you bill clients and manage your firm’s finances.

MyCase also offers billing and time tracking, but it focuses on keeping things as simple as possible. Its invoicing system is easy to navigate, allowing you to create and send invoices with just a few clicks. While it might not be as customizable as Clio, it’s perfect for firms that want a quick, no-fuss solution.

Payment Processes

Clio makes it easy for clients to pay with Clio Payments, a built-in feature that allows for secure online payments via credit card or bank transfer. You can set up automated reminders, which helps make sure you get paid faster. Plus, Clio’s payment processing integrates seamlessly with its billing system.

MyCase has built-in payment processing, integrating with LawPay to handle online payments. It supports credit card payments and allows for partial payments, which can be useful for clients who prefer to pay in installments. MyCase also provides automatic payment reminders, so it’s easier to stay on top of billing.

Clio vs. MyCase: Key Differences

As you can see, Clio and MyCase have plenty in common, but their differences can help you figure out which one is the better fit for your law firm.

Target Market

Clio is designed to cater to a wide range of law firms, from solo practitioners to larger multi-lawyer firms. Its broad feature set and extensive integrations make it especially appealing to firms that handle complex cases or need automated workflows and more advanced tools to manage a larger volume of work.

Because of its flexibility, Clio tends to attract firms that are willing to spend time learning the ins and outs of a more customizable platform.

MyCase, on the other hand, is primarily aimed at small to mid-sized law firms that value simplicity and ease of use. It’s particularly popular among firms that want to get up and running quickly without a steep learning curve.

Additionally, MyCase’s focus on client communication and straightforward design makes it a favorite for firms that don’t need a lot of customization but still want a solid, dependable tool for managing cases and expense tracking.

Key Features

What is each platform known for? One of Clio’s standout features is its deep integration capabilities. With over 200 third-party app integrations, Clio is great for firms that need a highly customizable and flexible system. Whether you want to integrate with email tools, accounting software, or case research tools, Clio likely has an option for it.

While MyCase may not offer the same breadth of integrations as Clio, it makes up for it with its client portal, which is incredibly easy to use. The portal allows clients to view case updates, share documents, and communicate directly with their attorneys, all in one place.

This focus on simplifying client communication is one of MyCase’s strongest selling points, particularly for firms that want to improve how they interact with clients without needing to fiddle with a bunch of settings.

Ease of Use

Clio offers a lot of functionality, but that comes with a bit of a learning curve. It’s not overly complex, but if you want to take full advantage of everything Clio has to offer, you’ll likely need some time to get familiar with its features.

MyCase is known for its ease of use. It’s designed to be intuitive, and most users can get started quickly with minimal training.

So, if you’re looking for a system that won’t take much time to learn and doesn’t require a ton of customization, MyCase might be the better choice. Its intuitive interface makes it ideal for firms that want to focus on getting work done without getting bogged down in tech.

Pricing Structure

Clio offers four main pricing plans—EasyStart, Essentials, Advanced, and Complete—allowing firms to choose the level of functionality they need. While Clio tends to be on the pricier side (starting at $49 per user per month), especially for the more feature-rich plans like Clio Manage and Clio Grow, you’re paying for access to a wide array of tools and integrations.

Clio’s pricing is flexible enough that solo practitioners can get a good deal, while larger firms can scale up for more advanced needs.

MyCase offers three pricing plans—Basic, Pro, and Advanced—with the starting point also being $49 per user per month. As expected, the first tier offers basic functionalities, while the more expensive ones add new features useful for firm and desktop document management.

Which One Is Better for Your Law Firm?

The choice between Clio and MyCase really depends on your firm’s specific needs. Both platforms offer excellent features but cater to slightly different types of law firms.

If your firm needs a more feature-rich system with greater flexibility and customization, Clio might be the better fit. However, if you’re looking for something more straightforward and easy to use, with a focus on client communication, MyCase could be just what you need.

To help make your decision easier, here’s a quick comparison:

Feature	Clio	MyCase
Case management	Robust and customizable with integrations	Simple and user-friendly
Client communications	Basic client-sharing tools	Secure client portal for easy collaboration
Client intake	Customizable forms with lead management	Basic forms, no lead management
Document management	Advanced with third-party integrations	Easy to use but fewer integrations
Billing and payments	Customizable with Clio Payments	Simple with LawPay integration

How Does Briefpoint Fit Into the Mix?

While Clio and MyCase handle the essentials of practice management, Briefpoint adds a layer of efficiency that neither platform offers: discovery document automation.

If you’ve ever spent hours drafting requests for admission, production, or interrogatories, you know how tedious it can be. That’s where you can insert Briefpoint—it automates the whole process, cutting the time down to just minutes.

Here’s how it works:

Smart data extraction: Just upload your discovery request, and Briefpoint’s AI pulls in routine details like case numbers, court names, and parties automatically.
Quick objections: Need to add objections? No problem. Just click the ones you want, and they’re instantly added.
Client-friendly collaboration: With Briefpoint Bridge, you can simplify legal language for your clients and collect their input directly—no more endless email chains.

This tool isn’t just about saving time—it’s also about reducing errors and improving overall accuracy. Whether your firm uses Clio or MyCase, Briefpoint integrates seamlessly to complement your practice management software with a simpler discovery process.

Book your discovery call today!

Save Even More With Discovery Automation

Book a demo and save on these costs with Briefpoint.

FAQs About Clio vs MyCase

Which is easier to use, Clio or MyCase?

MyCase is generally easier to use with a more straightforward interface, while Clio offers more features but may take longer to learn.

Can both platforms handle client intake?

Yes, but Clio offers more customizable intake forms and lead management, while MyCase provides a simpler intake process.

Which is better for small law firms?

MyCase is typically better for small firms due to its simplicity and ease of use.

Does Clio or MyCase have better document management?

Clio offers more advanced document management with automation and integrations, while MyCase focuses on basic storage and ease of use.

How do their pricing models differ?

Clio has flexible, tiered pricing based on features, while MyCase offers a single, flat-rate plan.

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AI Litigation: How to Use New Tech to Upgrade Old Workflows

Artificial intelligence is making waves in just about every industry, and the legal field is no different. While nothing will replace the expertise of skilled legal professionals, AI is quickly becoming a valuable tool for law firms, helping streamline tasks, improve efficiency, and even shape case strategies.

It’s not just about how lawyers work—AI is also influencing the cases they’re handling. For example, disputes over AI models like ChatGPT using copyrighted content are becoming more frequent, raising big questions about the legal implications of this technology.

In this article, we’ll take a closer look at AI’s role in litigation, from the advantages it offers law firms to the challenges and legal complexities it brings. With AI becoming more sophisticated by the day, staying on top of these developments is essential for legal professionals.

So, what do you need to know about AI in the legal world?

The Impact of Artificial Intelligence on Litigation

Artificial intelligence is reshaping litigation by streamlining research, automating discovery, and improving access to justice. While these advancements drive efficiency and innovation, they also bring challenges like adapting to evolving tools and rising client demands.

Let’s explore AI’s biggest impacts on modern legal practice.

Optimizing Research

Any lawyer practicing during the pre-computer era can tell you just how long it took to research. Without digital repositories, the labor of manual research “slowed” all litigation.

“Slowed” is in quotes because that prior pace is only “slow” in retrospect. Given clients’ expectations of the time, litigation’s relatively leisurely pace was of no consequence.

Fast forward to emails—purported bastions of time savings—whose efficiency gains were quickly eclipsed by client expectations, causing a new world of immediate demands and, consequently, fast-paced litigation practices.

So too have the efficiency gains made by digital research repositories been met with heightened client expectations. Memos once expected next week are now scheduled within the next hour.

With increasingly capable AI research tools, collecting and filtering research is nearly instantaneous. Will these tools save attorneys’ time? Certainly, but that time may soon be weighted by increased client expectations.

Saving Time

AI litigation tools help law firms save significant time by automating the discovery response process.

Generative AI tools such as Briefpoint make it much faster to construct the vital documents that law firms need to handle discovery efficiently. According to insights, tools such as Briefpoint can reduce the time spent on these documents by as much as 87%.

These types of AI tools don’t just help to save time. They help uphold the standardization of a law firm’s work product so that firms can trust that every document they generate with Briefpoint meets their high-quality expectations.

Generative AI models essentially take care of the time-consuming aspects of document creation. However, law firms can still add their objections and responses, which make sure that they’re still quality documents based on their firm’s gold standards.

Reducing Barriers to Legal Assistance

Artificial intelligence software makes it easier for people who may historically not have had access to legal support to get the help they need. Many instances occur where people are unable to pursue legal avenues because of a lack of capital or know-how.

AI software has allowed people from these groups to begin pursuing legal damages with a few clicks of a button. For instance, there are tools that instantly generate a personalized lawsuit against robocall companies.

This aspect of AI litigation is still in development, but it’s expected to grow significantly in the coming years. While broadly positive, the downside could be that courts are overwhelmed by quickly generated lawsuits even when the grounds for the lawsuit are relatively thin.

Skill Development for Legal Professionals

AI litigation tools are just beginning to infiltrate the legal system, but they’ll be widespread in the coming years.

To make the most of these advanced tools, lawyers and law firm workers will need to upskill to learn how to leverage the impact of the software that’s available. As with all industries, AI isn’t designed to take over from law professionals; it’s there to supplement them.

Legal professionals will need to learn how to select the right tool for the job, use the tools effectively, and generally stay up to date with new developments to stay ahead of the curve and make sure they’re getting the most from these powerful tools.

Better Decision Making

Though the technology to help lawyers enhance their decision-making processes is still in its infancy, it’s anticipated to become more advanced and widely available in the coming years.

Lawyers will be able to use these tools to gain valuable insights into a case’s predicted outcome, analyze similar cases from the past, and attain a deeper understanding of the broader context of their case. This will help law firms plan their strategy more effectively and make better, more informed decisions.

Customer Service

Customer service is paramount in all industries, especially in the legal field, where customers have a more significant emotional stake than in other sectors.

AI-powered chatbots can make it easier for law firms to manage customer requests and questions, often resolving the issue without human intervention.

Even if a human response is required, the information gathered by an AI chatbot can help reduce the amount of time the professional spends crafting a response since it will already have gathered the necessary information.

How to Integrate AI Into Your Legal Practice

Integrating artificial intelligence into your legal practice can transform how litigation lawyers manage their workload. From automating repetitive tasks to improving decision-making, AI offers tools that save time and improve efficiency.

However, successful adoption requires a strategic approach to make sure the technology complements your practice while maintaining ethical and professional standards. So, we’ve created a guide to help you seamlessly incorporate AI into your litigation processes.

Assess Your Needs and Goals

Before diving into AI tools, take a step back and think about where they can truly help in your practice.

What tasks eat up the most time? Is it sifting through case law, drafting endless documents, or managing the overwhelming discovery process? These repetitive, time-intensive activities are prime candidates for AI to lighten the load.

Next, get clear on what you want to achieve. Do you need faster turnaround times for your clients? Or maybe you’re looking for tools that improve document consistency and accuracy? Defining these goals will make it easier to choose the right solutions that fit your practice.

Taking the time to assess your needs and set objectives makes sure the tools you adopt actually solve the challenges you face and make your workflow smoother.

Research AI Tools for Litigation

With so many AI tools available, it’s essential to focus on platforms specifically designed for litigation.

Start by exploring tools that handle common legal tasks:

Legal research
Document drafting
Discovery management

These can significantly reduce the time spent on routine work while maintaining accuracy.

Consider platforms tailored to litigation needs. For example, Briefpoint is a powerful tool for automating discovery responses, saving time while improving consistency. Other AI tools offer features like case outcome analysis that can help you evaluate potential strategies based on similar cases.

When researching tools, prioritize user-friendly platforms that integrate well with your existing systems. Check reviews, request demos, and compare features to make sure you’re choosing solutions that align with your practice’s unique requirements.

Choose the Right Tools

Picking the right AI tools is a game-changer for your litigation practice, but it takes some thoughtful consideration.

You’ll want to make sure the tools you choose don’t just tick the basics—they should genuinely fit your needs and help you work smarter. Start by checking how well a tool aligns with your practice’s daily tasks. Does it handle research, drafting, or case analysis with ease?

It’s also important to think about the bigger picture. Can the tool grow with your practice? Scalability is key if you want it to stay useful as your workload increases.

And let’s not overlook security—your clients trust you with sensitive information, so the platform you use needs to have top-notch data protection features.

Here’s a quick checklist to guide your decision:

Features: Does it address your pain points and help with critical litigation tasks?
Ease of use: Will your team find it intuitive without needing hours of training?
Cost: Is it reasonably priced, and does the value justify the investment?
Compatibility: Will it integrate smoothly with your current systems?
Scalability: Can it handle growth as your practice expands?
Security: Does it safeguard client data with strong protections?

Remember: Taking the time to evaluate these aspects ensures you’ll invest in a tool that delivers real results.

Train Your Team

Getting the most out of AI tools starts with making sure your team knows how to use them effectively.

Begin with training sessions for both attorneys and support staff, focusing on how these tools can make their day-to-day tasks easier. Show them practical examples, like how to generate responses quickly, analyze case law efficiently, or manage discovery on a large scale.

The goal is to make everyone comfortable with the tools, so encourage questions and keep the training hands-on. Real-world examples can go a long way in helping your team see how these tools fit into their workflows.

Since AI is constantly evolving, it’s also important to keep the learning going. Offer regular updates or refresher sessions to cover new features and advancements. This way, your team stays ahead of the curve and is fully equipped to leverage AI in their work.

Start with a Pilot Project

When introducing AI into your practice, it’s smart to start small. A pilot project lets you test the waters, see how the tool fits into your workflows, and work out any hiccups before going all in. Here’s how to make it work:

Pick a specific task or case: Focus on something manageable, like drafting discovery documents or handling legal research.
Watch how it performs: Keep an eye on time saved, accuracy, and how well it integrates into your process.
Spot any roadblocks: Identify any areas where the tool might not be meeting expectations or slowing things down.
Get team feedback: Ask your team how it’s going—what’s working, what’s not, and what could be better.
Tweak your workflows: Use what you’ve learned to make adjustments and fix any issues before rolling it out further.

Starting small gives you the chance to refine your approach and make sure AI becomes a helpful addition to your practice, not a disruption.

Integrate AI into Workflows

Once you’ve tested your AI tools and feel confident in what they can do, it’s time to make them part of your daily routine.

Let’s say you’re swamped with document reviews for a big case. Instead of manually combing through everything, an AI tool can handle the initial review, flagging key clauses, inconsistencies, or missing information. This saves hours of tedious work and lets you focus on the bigger picture—like shaping your case strategy.

The key is to ensure the AI doesn’t disrupt how your team already works. Instead, it should slide into your existing workflows seamlessly.

For example, if you’re using AI for discovery, you might automate the initial responses but still have attorneys review the final documents to make sure everything meets your firm’s standards.

Clear communication with your team is also essential. Make sure everyone knows what the AI is handling and where human input is still crucial. Regular check-ins can help you spot areas where the process might need tweaking.

Monitor Performance and Outcomes

To make sure your AI tools are delivering real value, it’s important to keep track of their performance. Focus on key areas that show their impact on your practice. Here are some metrics to monitor:

Time saved
Client satisfaction
Error reduction
Cost efficiency
Adoption rates
Workflow improvements

These metrics help you understand how well the tools are working. For example, are you completing tasks faster? Are clients happier with the results? Is the team using the tools effectively, and have your workflows become more efficient?

Prioritize Ethical and Legal Compliance

Incorporating AI technology into litigation comes with responsibilities that can’t be overlooked.

As AI lawsuits around privacy violations and copyright infringement become more common, it’s vital to make sure the tools you use adhere to legal regulations governing data security, privacy, and AI usage in litigation.

This includes, but is not limited to, the following:

California Consumer Privacy Act (CCPA)
General Data Protection Regulation (GDPR) for clients in the European Union
Health Insurance Portability and Accountability Act (HIPAA) for handling sensitive medical information

Taking this step not only protects your practice but also safeguards your clients’ trust.

Set up a system for thoroughly reviewing AI-generated outputs, especially for tasks like generative AI litigation document creation. Attorneys should verify the accuracy of AI outputs and make sure they align with ethical standards.

This includes double-checking for potential copyright infringement or unintentional misuse of sensitive information.

Are Humans Still Superior?

It’s important to note that while AI tools are getting a lot of attention and are becoming increasingly popular, they won’t replace trained professionals anytime soon. While popular, they cannot account for all the various factors contributing to making a valuable, informed decision.

That only comes with experience and expertise. So, while they will certainly have a place in the legal field, the skilled professionals at the heart of the legal industry will still play the biggest role.

It’s also unclear whether AI will impact the roles of less-skilled jobs within the legal sector, such as legal assistants.

New Case Areas

So far, we’ve talked about how litigators and law firms may use AI software tools to enhance their operations. However, there’s another side to AI litigation, too—the law cases lodged because of AI.

This is a growing area of the law industry that is largely without precedent. We’re already seeing some high-profile cases, including artists claiming that AI companies are stealing their work or celebrities claiming that they’re using their likeness.

For example, let’s consider the lawsuit against OpenAI filed in the Northern District of California this year by authors Michael Chabon and Sarah Silverman.

The plaintiffs submitted a complaint alleging the company utilized their copyrighted material without authorization to train AI models. The central debate is whether using copyrighted texts for AI training falls under “fair use” considering the Digital Millennium Copyright Act (DMCA).

OpenAI argues that it transforms publicly available content to create new, original outputs, while the authors contend this practice devalues their intellectual property.

This case could set a precedent for how AI companies use copyrighted material, possibly leading to stricter licensing, compensation for creators for copyright infringement claims, or limits on data scraping practices.

Legal Aspects AI May Influence

The cases involving artificial intelligence we’ve outlined above are just the beginning of what could be a tsunami of AI-connected lawsuits and legal matters. Some legal frameworks that AI tools may influence include:

Privacy Matters

Privacy is a hot topic, but some AI tools and machine learning models, by nature, rely on individuals’ information to function correctly. Those types of tools may face legal scrutiny and lawsuits if they don’t integrate data protection into their services.

Antitrust

The race to dominate the AI field may lead to antitrust investigations, especially if one company seems to be edging toward a monopoly.

Concerns over unfair competition may arise, with regulators closely examining whether certain practices stifle innovation or limit market access for smaller players. This could result in legal challenges aimed at maintaining a competitive and fair marketplace.

Liability

Incidents caused by AI tools, like self-driving cars, could result in legal disputes about who is liable. Courts may grant a preliminary injunction to suspend the use of specific AI applications until safety or liability concerns are resolved.

Discrimination

AI systems rely heavily on their training data, and if that data contains biases, it can lead to unintended discriminatory outcomes. In fields like criminal justice or employment, biased algorithms could unfairly target certain groups, opening the door to discrimination lawsuits.

Laws like the Fair Housing Act, which protects against discrimination in housing, also come into play. For example, if generative AI technology used for tenant screening or mortgage approvals disproportionately excludes protected groups because of flawed training data, it could violate these regulations.

These risks highlight the need for careful audits of training data and fairness checks to ensure compliance with anti-discrimination laws. As generative AI becomes more common, addressing these issues upfront is critical to avoiding legal challenges and maintaining ethical standards.

It’s Time to Adopt AI Into Your Litigation Workflows

The legal field is evolving, and artificial intelligence is becoming an integral part of that transformation. Whether it’s automating routine processes or speeding up research, AI isn’t about replacing lawyers—it’s about making your work more efficient and precise.

For litigation professionals, the right AI tools can mean less time spent on tedious tasks and more time focused on strategy and client outcomes. Tools like Briefpoint are designed with this in mind, offering powerful solutions for discovery and document creation without compromising on quality or accuracy.

If you’re ready to modernize your practice and take advantage of AI’s potential, start with Briefpoint. It’s built to support the demands of litigation while helping you work smarter, not harder.

Book your discovery call today!

Reduce Litigation Costs By Automating Your Discovery Document Process

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FAQs About AI Litigation

How can generative AI litigation help law firms?

Artificial intelligence can assist law firms by streamlining the research and document discovery process. With more tools constantly being developed, lawyers can expect to utilize more tools in the future that help them save time and work more efficiently.

How does AI prompt litigation?

AI litigation is on the rise, mainly because it’s a new aspect of law without any historical precedence. Cases can relate to privacy, using the likeness of an individual without their consent, and discrimination (in the case of AI tools used during the employment process).

What AI tools are currently available in the legal industry?

There are many AI tools currently available to the legal industry. Briefpoint is a popular option that uses generative AI technology to allow law firms to automate discovery responses and requests.

What’s the biggest legal issue that generative AI developers can face?

As of right now, the biggest issue is contributory or vicarious copyright infringement, as some AI models may generate content very similar to copyrighted content, which can directly violate copyright law.

5 Best Legal Workflow Software to Use in 2025

The work that goes on in law firms can be repetitive, time-consuming, complex, or—in the most tedious of situations—a mixture of all three. It’s a way of life, in a sense, and the “norm” that many in the legal profession learn to get used to.

Luckily, legal workflow automation software is here to change that. Law firms need to maximize every billable hour, and what’s a better way to do that than to optimize every legal workflow possible?

In this guide, we’ll explore the definitions of legal workflow automation software, the potential benefits, and the best way to incorporate these tools into your operations.

What are Legal Workflow Tools?

Legal workflow tools are specialized software applications designed to optimize and automate various tasks and processes within legal practices.

These tools aim to improve efficiency, accuracy, and consistency by managing and simplifying routine tasks, including but not limited to:

Document creation
Case management
Billing
Scheduling
Communication

In other words, legal workflow management software streamlines processes wherever automation is possible. For the legal industry and corporate legal departments, most of the focus is on incorporating automated workflows to let legal professionals focus on value-adding tasks that tech cannot do.

What are the Types of Legal Workflow Tech Solutions?

Legal workflow automation software can be classified into many distinct types based on their function. In this article, we’ll focus on some of the most important, which include:

Document Automation

Document automation is a type of legal workflow automation software that creates or drafts legal documents, including discovery responses and requests. Without this type of tech, legal professionals would have to spend hours, if not days, drafting documents manually.

Besides speeding up the process of creating legal documents, document automation helps ensure consistency and accuracy across the board.

Task Management

In most law firms, a significant chunk of time is usually spent on organizing legal teams and delegating tasks for maximum efficiency. This might be easier for smaller law firms but not for big ones that have dozens of legal teams.

Task management involves the utilization of software solutions to organize, monitor, and assign tasks within a team. These solutions bring:

Deadline reminders for critical filings and submissions
Task assignment to specific team members based on their expertise
Client communication follow-ups
Progress tracking dashboards for a quick overview of ongoing projects
Recurring tasks like monthly case reviews or billing reminders
Integration with calendars to align tasks with schedules
Status updates for team-wide visibility on task completion

Acting as a digital project manager, task management tools can help you establish efficient workflow coordination to avoid overlooking tasks or missing deadlines.

Database Management

Keeping track of all the information that flows through a law firm can be overwhelming without the right tools. With database management systems, law firms can ditch the chaos of physical files and keep everything organized in one secure digital space.

These tools make storing and finding information like case files, client details, and legal research a breeze. Instead of spending precious time digging through folders, advanced search features let you pull up what you need in seconds.

On top of that, they’re designed to keep sensitive data safe, with built-in encryption and access controls.

Collaboration gets easier too. Whether you’re in the office or working remotely, team members can share, update, and access files in real time.

Billing Management

Law firms generate profit through billable hours, which makes an efficient billing management system an absolute must.

Billing management tools automate administrative tasks such as invoicing and payment tracking processes within legal practices. These tools optimize tasks like:

Tracking billable hours
Generating invoices
Monitoring outstanding payments
Maintaining transparent financial records

Unlike some traditional billing systems, these tech tools help ensure timely payments and minimal errors.

Legal Reporting

Another useful type of legal workflow automation software is legal reporting tools, which help law firms gauge their profitability and overall health.

An ideal reporting tool should be capable of data analysis, productivity monitoring, key performance indicator (KPI) tracking, as well as tracking and analysis of important metrics like cash flow, profit and loss, cost-per-client, etc.

Law firms need this kind of legal workflow software to make sure they’re always in the black and anticipate potential financial issues down the road.

What are the Benefits of Using Legal Workflow Software?

Legal workflow software untangles complicated tasks, automates the most tedious ones, and adds solutions in areas lacking optimization. Here are the key benefits of adopting such technology:

Upgrades efficiency: Legal workflow software automates routine tasks, such as document drafting and case management, which, in turn, allows legal professionals to concentrate on high-value activities.
Maximizes accuracy: Workflow automation tools help reduce human error in critical processes, including document creation and billing.
Improves client satisfaction: Faster turnaround times on cases and more consistent service delivery directly contribute to improved client satisfaction.
Facilitates collaboration: Regardless of their physical location, team members can work together effectively, thanks to centralized platforms that allow for seamless collaboration on tasks.
Drives data-driven decisions: With built-in analytics and reporting tools, legal workflow software aids in making informed decisions based on data analysis. It enables practices to evaluate performance, forecast trends, and make strategic plans based on accurate, data-driven insights.

Top 5 Legal Workflow Automation and Management Software

Optimizing your workflows may require a combination of different tools. Choosing the right legal practice management software can be complicated, given the dozens of potential options out there, so we’ve narrowed it down to a top-five list:

1. Briefpoint: Best for Discovery Document Drafting

Briefpoint automates the creation of discovery request and response documents, leveraging artificial intelligence (AI) to extract important information from documents and generate potential responses or objections users can choose from.

Using Briefpoint saves law firms hours of work that they would otherwise spend on manual document preparation of various legal documents, including but not limited to:

There is also Briefpoint Bridge, a built-in feature that speeds up the process of collecting client responses. Bridge lets you select the interrogatories that need your client’s answers, translate them into easy-to-understand language, and send them to your client easily.

After your client responds, Bridge will plug those responses into the draft for you so you don’t have to waste time manually inputting each one.

Take a closer look at Briefpoint’s features by booking your demo today!

2. Clio: Best Case Management System

Clio stands out in the legal tech landscape as a comprehensive solution to manage almost every aspect of a legal practice. It provides an extensive suite of tools that cover:

Case management
Time tracking
Billing and invoicing
Document management
Calendar and task management

Image source: G2

Plus, Clio’s cloud-based nature provides accessibility from anywhere, which adds to its appeal by supporting remote work environments and allowing easier client intake process and collaboration among team members.

3. Smokeball: Best Automation Software for Smaller Firms

Smokeball is designed to meet the needs of small to mid-sized law firms. It offers a reliable solution for automating daily operations.

Image source: G2

Smokeball can help automate repetitive tasks, such as:

Time tracking
Document drafting
Email management
Billing and invoicing

Additionally, it works with other tools commonly used by law firms, such as Microsoft Office and Quickbooks.

4. PatentPal: Best Legal Workflow Software for IP Law

PatentPal is a niche software solution developed with the unique needs of intellectual property professionals in mind. It automates and smoothens the most complicated parts of drafting and managing patents.

Image Source: Patentpal.com

PatentPal decreases the time and effort typically required in the patent application process, which makes it an invaluable asset for those specializing in IP law.

Some of its key features include:

Automated drafting
Customizable templates
Error detection
AI-powered suggestions
Version control

5. FileStage: Best for Document Reviews

FileStage offers a unique proposition for law firms and legal departments that want to speed up their review and approval processes for legal documents and multimedia content.

Image Source: G2

This platform promotes seamless collaboration among legal teams, clients, and external stakeholders, which helps make it easier to gather feedback and approvals on various documents.

With FileStage, the following tasks become easier and more organized:

File review and approval
Task assignments
Auditing

How Can You Incorporate Legal Workflow Automation in Your Law Firm?

Implementing legal workflow automation in a law firm or legal department involves a series of strategic steps designed for a smooth transition and to maximize the benefits of automation technologies.

Here’s a guide to navigating the process:

Assessment and Planning

Start by understanding the areas where automation can make a real difference. This step lays the foundation for a successful legal workflow automation strategy.

Identify pain points: Identify the tasks and processes that are time-consuming, prone to errors, or could benefit from workflow automation.
Set clear objectives: Determine what you want to achieve with automation (e.g., reducing turnaround time, enhancing accuracy, or improving client satisfaction).
Evaluate legal workflow needs: Assess the specific needs of your legal practice (e.g., case management, document automation, billing, and client communication).

Research and Selection of Tools

Choosing the right tools is essential for a smooth transition. Focus on finding solutions that align with your needs and goals.

Explore options: Research the legal workflow automation tools available in the market, focusing on those that address your identified needs and objectives.
Consider integration capabilities: Choose tools that can seamlessly integrate with your existing systems (e.g., email, calendaring, and document storage).
Trial and evaluation: Take advantage of free trials or demos offered by vendors to evaluate how well a tool fits your workflow and meets your needs.

Implementation Strategy

Having a clear plan for implementation can prevent disruptions in your legal workflows and give you a seamless rollout.

Develop an implementation plan: Create a detailed plan outlining the rollout of the automation tools, including timelines, responsibilities, and training schedules.
Ensure data migration is secure: If transitioning from manual to digital processes, see to it that the secure migration of existing data into the new system.

Customize and configure: Customize your legal workflow software to fit your firm’s specific workflow requirements and configure settings to optimize performance and usability.

Training and Support

Proper training and support are a must for team adoption and long-term success with the new tools.

Train staff: Provide comprehensive training for all users so they understand how to use the new tools effectively.
Establish support channels: Set up internal support channels or liaise with the software provider for external support to assist with any issues or questions that arise.
Encourage feedback: Ask team members to provide feedback on their experiences with the automation tools, which can be used to make adjustments or improvements.

Evaluation and Optimization

Continuously monitoring and refining your approach will help make sure you maximize the benefits of automation over time.

Monitor performance: Regularly assess the performance of the legal workflow software against your set objectives and key performance indicators (KPIs).
Solicit user feedback: Gather ongoing feedback from users on the usability and effectiveness of the tools.
Iterate and improve: Use insights gathered from monitoring and feedback to make continuous improvements to your legal workflow automation strategy.

Compliance and Security

Keeping your legal workflows compliant and secure is a must when introducing automation. This helps you protect client trust while adhering to necessary regulations.

Ensure legal compliance: Verify that the tools comply with legal standards and regulations relevant to your practice area.

Prioritize data security: Choose tools that offer reliable security features to protect sensitive client and case information.

Legal Workflow Software is the Future of Efficient Legal Practice

We are way past the days of manual legal work and outdated processes that reduce your efficiency and bring down your bottom line.

In 2025, join the other legal professionals who are taking advantage of legal workflow software to improve their efficiency, quality of work, profitability, and client satisfaction all at the same time.

Ready to leverage workflow automation? Start with one of the most tedious parts of litigation: discovery.

With Briefpoint, you can automate the preparation of discovery response and request documents, saving you time and money in the process.

Schedule a demo to see how it works!

Supplement Your Law Firm Tool Stack with Briefpoint

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FAQs about Legal Workflow Automation Software

What software do most law firms use?

Most law firms rely on tools like document management systems, billing software, and case management platforms. Briefpoint stands out for automating document drafting and simplifying legal workflows for litigators.

What is the best tool for workflow?

Briefpoint is a top choice for workflow efficiency, especially in litigation settings. Its automation capabilities help manage the most tedious part of litigation: discovery document drafting.

What program can I use to create a workflow?

Clio is a reliable option for creating and managing workflows in legal environments. It offers features like task automation, deadline tracking, and centralized case management, making it easier to stay organized and efficient.

What is legal workflow automation?

Legal workflow automation involves using software like Briefpoint to handle repetitive tasks such as document drafting, task assignment, and deadline tracking, improving accuracy and efficiency across legal teams.

8 Ways to Optimize Your Litigation Workflow

Deadlines are piling up, client updates are coming in nonstop, and your team is struggling to keep up with the workload. It’s a common scenario for legal professionals, where managing litigation feels more like putting out fires than following a structured process.

The reality is, inefficiencies in your workflow don’t just slow your law firm down—they add unnecessary stress and make it harder to deliver the best results for your clients. But there’s a better way.

This article offers practical strategies to optimize your litigation workflow, from identifying problem areas to adopting tools that save time and effort. From tackling bottlenecks to adopting time-saving tools, these practical tips can help you bring clarity and efficiency to your practice. Keep reading!

What Are The Biggest Litigation Bottlenecks?

Let’s start with this—before diving into solutions, it’s important to identify what’s holding your workflow back. Litigation processes are complex, and bottlenecks can creep in at various stages.

Here are the most common ones:

Manual tasks: Filing, organizing, and tracking documents take up too much time, leaving little room for other priorities.
Discovery delays: Searching for relevant information and drafting discovery documents often becomes a tedious, time-consuming process.
Communication gaps: Miscommunication between team members or with clients can lead to confusion, missed deadlines, and unnecessary delays.
Outdated methods: Relying on paper files, spreadsheets, or outdated systems slows down collaboration and makes finding information harder.
Overburdened staff: Teams often spend too much time on administrative work, reducing focus on higher-value tasks.

These bottlenecks not only slow things down but can also increase stress and frustration within your team. Once you identify these issues, you can begin addressing them with practical tools and strategies.

Now, we’ll discuss actionable steps to help you maximize your litigation workflow and eliminate these common roadblocks for good.

How to Maximize Your Litigation Workflow

Litigation workflows can become disorganized with so many tasks to manage, but improving them is about making smarter choices to save time and reduce stress. Addressing inefficiencies allows you to focus on achieving better results for your clients.

Here are some practical steps to get you started.

1. Identify Your Worst Roadblocks

As mentioned, it’s important to figure out where your workflow gets stuck before you look for solutions. Let’s say your firm still uses paper files. Sound familiar? Every time you need something, you’re digging through endless stacks of folders and wasting time that could be spent elsewhere.

Or take the discovery phase—it’s one of the most time-consuming parts of litigation. Drafting similar documents over and over manually can eat up hours and leave room for mistakes.

Communication is another common issue. Imagine a client sends over crucial updates, but not everyone on the team gets the memo. Suddenly, deadlines are missed, and everything feels chaotic.

Then there’s the workload. Staff members are often juggling important casework with routine tasks like scheduling and data entry. For example, a paralegal might spend more time managing calendars than actually contributing to the case.

Identifying these problem areas makes it easier to take action. The next challenge is finding the best ways to resolve them.

2. Use Legal Practice Management Software

Legal practice management software simplifies your workflow by consolidating essential tasks into one platform. Instead of juggling multiple tools or relying on outdated methods, you can manage everything more efficiently and focus on more value-adding work.

These tools are designed to handle a variety of tasks, including:

Tracking case deadlines and tasks
Managing client communication and case files
Automating billing and invoicing processes
Generating reports to monitor performance
Storing and sharing documents securely
Handling document review

The software’s centralized approach eliminates the back-and-forth between systems to save you time and reduce errors. For example, it’s easier to keep track of deadlines with built-in calendars and task lists. Features like automated billing also make invoicing quicker and more accurate, helping you get paid faster.

Collaboration becomes seamless, too. Whether you’re sharing updates with your team or accessing files remotely, everything is organized and easily accessible. Many platforms also integrate with tools you already use, like email or cloud storage, which helps organize your workflow even further.

3. Automate Discovery Document Drafting

Drafting discovery documents is a tedious and time-intensive task for legal teams, but automation tools like Briefpoint can make the process faster and more efficient. Briefpoint makes the process faster and way less frustrating by automating much of the work for you.

Here’s how it works: You start by uploading your discovery request to Briefpoint. Its AI jumps in by scanning and pulling key details like the court name, case number, parties involved, and even the type of request. It also applies local formatting rules automatically to save you the hassle of doing it manually.

Once that’s done, the system creates a draft with the basics already filled out, including captions and routine information. From there, you can add objections or responses with just a few clicks, personalizing each request as needed. When everything looks good, you can download the document, open it in Word, and make any final tweaks before filing.

Briefpoint can handle a range of documents, including requests for production, requests for admission, and interrogatories, and it works for all U.S. state courts. It’s an efficient way to cut down on busy work and focus on the bigger picture!

Book a demo to learn more.

4. Digitize As Much As You Can

Relying on paper files in today’s legal world is more trouble than it’s worth. Handling legal disputes, preparing for the appellate process, or filing cases in district court becomes much easier and more efficient when you digitize your workflow.

Think about it: instead of digging through piles of paperwork, you can pull up the relevant documents you need in seconds with a quick search. This can be a huge help, especially when you’re dealing with complex litigation or tight deadlines.

Plus, it makes collaborating with your team so much smoother. Everyone can access the same file, update it in real time, and avoid confusion over multiple versions.

District courts are also moving toward electronic filings, so going digital helps you stay ahead of the curve. From organizing case records to filing appeals, having everything in a centralized, digital system keeps you prepared at every stage.

5. Offer Self-Service Options

Not every question needs a direct call or email. By offering self-service options like a knowledge base or blog, you give clients easy access to information while freeing up your team’s time.

These resources can be especially useful for answering common questions about topics like alternative dispute resolution, navigating the court system, or understanding civil procedure.

A well-organized knowledge base provides quick explanations of legal processes, which helps save clients from waiting for responses. For example, they could look up how alternative dispute resolution works or what to expect during a civil procedure hearing.

Blogs, on the other hand, allow you to share insights on broader topics, like preparing for a district court appearance or tips for managing legal disputes.

These tools don’t just help clients—they position your firm as knowledgeable and proactive. They can also cut down on repetitive inquiries so your team can focus on more pressing tasks.

Once you empower clients with self-service options, you can create a better experience while keeping your workflow efficient. Whether it’s a searchable database or an informative blog, these resources can make legal information more accessible and build trust with your audience.

6. Consider Outsourcing Administrative Tasks

Administrative tasks can pile up quickly and leave your team stretched thin. Outsourcing some of these responsibilities is a smart way to free up time and focus on core work like medical malpractice cases, civil litigation, or resolving disputes.

Here are some common tasks you can outsource:

Preparing defendant answers and other routine legal documents
Managing data entry for civil litigation and criminal cases
Scheduling meetings and managing calendars
Organizing discovery files
Handling client communication for non-urgent inquiries

For example, using a virtual assistant or legal outsourcing service can reduce workloads and improve efficiency while making sure all tasks are handled properly.

7. Invest in a Good CRM Software

Client relationship management (CRM) software is a practical tool for organizing client information, managing interactions, and tracking case details. A well-chosen CRM keeps your team efficient while improving the overall client experience.

These platforms centralize important data such as contact information, case histories, and communication logs.

With everything in one place, finding the details you need becomes much easier. Setting reminders, tracking deadlines, and monitoring case progress also become seamless as they reduce the chance of overlooked tasks.

Integrations with tools like email and document systems further untangle your workflows. Many CRM solutions also include automation features, which help with tasks like sending client updates or creating detailed progress reports.

A reliable CRM sets you up for better communication, improved task management, and smoother operations. It’s a great investment for any legal practice aiming to stay organized and deliver exceptional service to its clients.

8. Switch to Legal Research Tools

Traditional legal research methods can be slow and inefficient. Legal research tools offer a faster, more accurate way to find relevant case law, statutes, and regulations. These tools smoothen the research process and make it easier to focus on case strategy and preparation.

Modern platforms provide advanced search features that help locate information quickly. Instead of sifting through countless pages, you can search for specific terms, exact details, jurisdictions, or topics to narrow down results. These tools often include citation analysis so the cases you reference are still valid and relevant.

Legal research tools also offer access to comprehensive databases covering everything from state-specific laws to federal regulations. They’re particularly useful for complex areas like appellate cases or specialized topics, where accuracy is critical.

Shifting to digital research tools not only saves time but also improves the quality of your work. With the right platform, you’ll spend less time searching and more time building strong arguments for your clients.

Briefpoint is the First Step to Upgrading Your Litigation Workflow

Improving your litigation workflow doesn’t have to feel like a huge challenge. While this isn’t an exhaustive list, it’s a great place to start. Tackling bottlenecks, digitizing processes, and using the right tools can make a big difference in how smoothly things run.

When it comes to simplifying repetitive tasks like drafting discovery documents, Briefpoint is an excellent choice. Its AI-powered system helps you save time, reduce errors, and keep everything organized. From requests for production to interrogatories, it handles a wide range of discovery documents with ease.

If you’re looking to make your workflow more efficient, schedule a demo with Briefpoint today and see how it can support your practice.

Optimizing Your Workflow Means Reducing Litigation Costs

Book a demo and save on these costs with Briefpoint.

FAQs About Litigation Workflow

What are the processes of litigation?

Litigation typically involves several steps, including filing the initial complaint, discovery, pre-trial motions, trial, and post-trial activities. Each step focuses on building a case, gathering evidence, and presenting arguments in court.

What are the major phases of litigation?

The major phases of litigation include the pre-litigation phase, the discovery phase, and the trial phase. Pre-litigation involves preparing the case, discovery focuses on gathering evidence, and the trial phase involves presenting the case in court.

What are the 5 stages in a typical lawsuit?

The five stages in a lawsuit usually include pleading, discovery, pre-trial, trial, and appeal. Pleading involves filing documents to start the case; discovery gathers evidence; pre-trial involves motions and preparation; trial presents arguments, and appeals review decisions.

What are the three major phases of most litigation?

Most litigation breaks into three phases: pre-litigation, where cases are prepared and assessed; litigation, where discovery and trial occur; and post-litigation, which handles appeals and enforcement of judgments.

Legal AI: Applications & Benefits in 2025

Artificial intelligence has become a huge part of standard legal technology—and for the right reasons.

AI lets law firms move away from rigid and often tedious legal workflows that tradition dictates. As legal professionals learn to work in tandem with AI technology, the benefits become clearer and clearer: Less time spent on repetitive tasks and more time for high-value work that directly translates to billable hours.

Of course, no reputable professional will take anyone’s word for it without doing their due diligence. So, let’s talk about legal AI, its applications, and how legal professionals can benefit from it.

What Is Legal AI?

Legal AI is a technology that uses artificial intelligence to make legal work faster and more efficient. It handles tasks like reviewing contracts, analyzing documents, performing research, and automating processes like drafting agreements or answering client questions.

Natural language processing (NLP) and machine learning allow it to understand legal text, extract key details, flag risks, and predict case outcomes.

How Do Law Firms Use Artificial Intelligence?

AI technology is taking over numerous professional sectors, including business, finance, real estate, and healthcare. The legal industry was quite slower to adopt this type of tech in comparison, but there’s no denying that AI has become a must-have tool for legal professionals.

How did AI make its way into legal departments, an industry that abides by tradition? Here’s a look at some important areas where AI is making a big difference:

1. Document Drafting

Traditionally, creating standard legal documents like contracts, agreements, and wills was a meticulous and time-consuming task that required a lot of attention to detail to make sure everything was accurate and compliant. But now, AI has made this process much more efficient.

Legal AI tools can automate the creation of these standard documents by analyzing large datasets and identifying relevant clauses. A specific type of AI common in document automation and drafting is generative AI.

Generative AI tools draft complex legal documents by generating text that meets the necessary requirements. For example, if a lawyer needs a discovery response document with particular objections, generative AI tools like Briefpoint can produce a draft that includes all the necessary legal language and clauses.

2. Data Synthesis and Document Analysis

In legal work, sorting through piles of documents and data is a given, but it’s also one of the more time-consuming parts of the job. AI is stepping in to simplify this hefty task.

By using AI tools, lawyers can automate the process of organizing and analyzing vast amounts of legal data, from client communications to detailed case histories.

These tools quickly sift through information, extract the necessary details, and present them in a way that’s easy to understand. This speeds up the entire process and reduces the chance of human error.

The result? Legal teams get the insights they need faster, which, in turn, makes it simpler to build cases or advise clients.

3. Legal Research

Legal research is essential for any law practice, as lawyers need to sift through vast amounts of statutes, case law, and legal writings to support their arguments or provide advice. Traditionally, this task has been incredibly time-consuming and sometimes error-prone.

However, large language models (LLMs) and other AI tools are changing the game by speeding up the process and increasing efficiency.

These tools use advanced algorithms, machine learning, and other large language models to comb through extensive legal databases quickly. They can accurately identify relevant cases, laws, and articles much faster than manual methods (way faster than a human can).

This efficiency saves time and helps lawyers build stronger cases by reducing the risk of missing crucial information.

With AI, even smaller law firms or solo practitioners can access comprehensive research quickly, which can help them gain a competitive advantage over larger firms with more resources.

4. Predictive Analysis

Predictive analysis in the legal world means using AI to predict the outcomes of legal cases before they wrap up. This tech dives into heaps of data—from past court decisions to detailed legal precedents—to empower legal professionals to make sound predictions.

This kind of insight can make or break a court victory. For example, it helps lawyers figure out the best strategies for their cases, like whether to settle early or push through to trial based on the predicted outcomes.

But it’s not just about strategizing. Predictive analysis is also great for risk assessment. Law firms use this legal tech to check out the risks of taking on new cases. They can spot potential problems before they blow up, saving everyone a lot of time and money by avoiding drawn-out legal battles.

Clients get a lot from this, too. They receive advice backed by solid data, which can help them make well-informed decisions about their legal issues.

5. Client Communications

Effective communication with clients is an absolute must in the legal profession, but keeping up can be quite a task, especially for busy lawyers. AI is changing how law firms manage this by automating routine interactions and helping maintain consistent, timely communication.

AI tools, such as chatbots and virtual legal assistants, can handle tasks like:

Answering common inquiries from clients
Scheduling appointments
Sending updates about case progress

These tools work around the clock to make sure that clients receive quick responses, which boosts their satisfaction and trust in the legal services provided.

Plus, these AI systems can personalize communications based on client data to make interactions feel more tailored and attentive. For a law firm, this means less time spent on routine tasks and more time available for the complex aspects of their cases.

6. Contract Management

AI models can quickly scan contracts to pinpoint unusual clauses or potential risks. As a result, they speed up the review process and help make sure that everything is up to par legally and aligned with business goals.

When drafting contracts, AI can offer the right language and clauses based on a huge database of existing contracts. AI also helps keep track of active contracts, sending alerts about compliance issues, renewals, or any deviations from the terms.

Such oversight helps prevent problems down the line and makes sure contracts are managed properly.

Stop Spending Hours on Discovery Documents and Let Briefpoint Help

Drafting discovery responses and request documents is by far one of the most tedious parts of the discovery process. What about your legal strategy? The client meetings you have to attend? The other piles of paperwork on your desk?

Sure, you can pile this task on your legal assistant, but that doesn’t solve the overarching problem. Drafting legal documents simply takes up too much time.

Briefpoint.ai gives you an easy solution. With our generative AI, you can draft sets of and responses to:

Requests for Production
Requests for Admission
Interrogatories
Notice of Depositions
And more

And all it takes is just a few minutes. No more spending hours preparing this tedious (yet necessary) paperwork. All you have to do is upload your document, add objections and responses, and finish your draft in Word. Briefpoint takes care of the rest.

With Briefpoint’s built-in feature Bridge, this platform also makes collecting client responses easy. Bridge lets you select specific interrogatories, translate them into plain English, and send them to your client. Once your client responds, Bridge will help you put their responses in your document within minutes.

Book a demo today and see how it all works!

Invest in a Generative AI Tool That Can Save You Thousands

Book a demo and save on these costs with Briefpoint.

FAQs About Legal AI

Is there an AI for law?

Yes, there are several AI tools designed specifically for the legal industry. These tools assist with document review, contract analysis, legal research, and client communication. Popular examples include tools like Briefpoint, Casetext, Kira Systems, and Paxton AI. Legal AI is useful for lawyers, paralegals, and even law students.

What is the best legal AI chatbot?

The best legal AI chatbot depends on your specific needs. AI-powered tools like ChatGPT and LawGeex are popular for general legal inquiries and document drafting. LISA or Legalmation may be more suitable for law firms seeking tailored solutions.

Can ChatGPT write legal memos?

Yes, ChatGPT is a natural language processing AI that can help you write legal memos. However, it’s essential to review and verify its output for accuracy, as it may not always provide jurisdiction-specific or up-to-date legal information. It works best as a starting point for drafting.

Can AI take over the role of human lawyers?

While AI can automate many tasks that lawyers do, it’s unlikely to replace human lawyers entirely. AI is great at handling routine and data-heavy legal tasks, but complex legal reasoning, strategy development, and ethical decision-making need human insight and experience.

Are there any risks with legal AI?

Yes, there are some risks and ethical concerns with using legal AI. One big concern is data privacy since AI systems handle sensitive client information. Keeping this data secure is crucial. There’s also the issue of bias; AI can unintentionally carry over biases from the data it was trained on, leading to unfair outcomes. While AI is generally reliable, it’s not perfect and can make mistakes, especially in complex legal practices.

What Litigation Software Do Lawyers Use? (5 Best Options)

Litigation is complex, time-consuming, and often very challenging, even for the best of litigators. There’s little we can do about that. But what you can do is make it more efficient.

Legal AI and automation have significantly changed legal technology, affecting every part of how law firms work.

It’s time to cut through the hype and find out which legal tools are really making a difference and which ones can truly help.

What Is Litigation Software?

Litigation management software is built to help legal teams manage the details of their cases more effectively. It focuses on case-specific tasks like filing deadlines, managing evidence, and handling filings.

Everything related to a case—court dates, documents, emails, and evidence—is organized in one place, so lawyers can spend less time juggling paperwork and more time focusing on strategy.

This is different from legal practice management software, which focuses on the business side of running a law firm, like billing, scheduling, and client management. While practice management tools are great for overall operations, litigation management software is specifically designed to keep cases on track.

Key features include:

Tracking case progress with real-time updates and reminders
Managing evidence and documents in one easy-to-access system
Simplifying filings through integration with court systems
Streamlining team communication and collaboration

Litigation management software ensures lawyers have everything they need for their cases in one place, reducing stress and improving efficiency. It’s an essential tool for firms handling complex or high-stakes cases, especially when paired with practice management software to cover the firm’s operational needs.

What Litigation Software Do Lawyers Use?

Modern law firms take advantage of technology tools to maximize their legal workflows in terms of efficiency, accuracy, consistency, and profitability. But if you’re new to legal software, it can be challenging to figure out which ones will work best for your practice.

That said, we’ve compiled some of the best legal tools you can start your tech stack with:

1. Briefpoint.ai: Discovery Document Generation

Perhaps one of the most tedious tasks of discovery is preparing the documents, such as discovery requests and responses.

But what if you could automate that process and spend no more than a few minutes on each document?

Litigation attorneys know the drill: hours spent drafting discovery documents, only to end up with a stack of repetitive papers.

Briefpoint.ai is here to change that, taking the tedium out of the discovery process with automated document creation.

Best Features:

Automation: Briefpoint.ai cuts down on manual effort by automating the entire document generation process. With just a few clicks, you can generate comprehensive discovery documents, saving hours of work and reducing the chance of errors.
Accuracy: This software helps make sure all your documents meet current legal standards and requirements. Precision is crucial in legal proceedings, and with predefined templates and standardized fields, Briefpoint.ai keeps everything accurate and reliable.
Efficiency: By streamlining document creation, Briefpoint.ai allows your legal team to focus more on case strategy and less on administrative tasks. As your case workflow becomes more agile, your team’s productivity surges. You’ll start resolving cases in record time, and suddenly, you’ll have the bandwidth to tackle new challenges head-on.
Client responses: Briefpoint Bridge automates the process of collecting client responses and plugging them into discovery documents. With this feature, you no longer have to go through the tedious back-and-forth trying to collect and process your clients’ responses.

Test Briefpoint yourself by scheduling a demo here.

2. Casefleet: Litigation Management

CaseFleet provides legal professionals with a specialized case management solution to organize, analyze, and streamline complex legal workflows.

Its powerful tools, including a timeline builder and document linking, make it a suitable choice for litigation teams aiming to stay efficient and organized.

Source: Casefleet.com

Best Features

Timeline builder: Enables detailed timelines that connect facts, evidence, and legal issues for clear case analysis.
Integrated document linking: Simplifies access to evidence by attaching legal documents directly to timeline events.
Advanced search functionality: Quickly retrieves critical case details with search tools.
Collaboration tools: Helps build teamwork with shared case data and real-time updates.
Task management: Keeps tasks and critical deadlines organized for smooth workflow execution.

Limitations

Limited third-party integrations: Restricts compatibility with other commonly used legal tools.
Steep learning curve: Advanced features may require extra time for new users to master.
Pricing considerations: It may not be budget-friendly for smaller firms or solo practitioners

3. HighQ: Collaboration and Matter Management

HighQ is a powerful tool that helps legal teams work smarter, especially when it comes to managing the litigation process. It combines features like document management, secure file sharing, and workflow automation to make handling complex cases a lot easier.

Source: ThomsonReuters.com

Best Features

Document management: Makes organizing and collaborating on case files simple with secure storage and version control.
Workflow automation: Saves time by automating routine tasks to help litigation teams focus on strategy.
Secure file sharing: Keeps sensitive case files safe with encrypted sharing and access controls.
Client portals: Offers an easy way to share updates and make sure clients are on the same page.
Integrations: Works well with tools like Microsoft Office and other legal software to make litigation workflows smoother.

Limitations

Complex interface: Might take some getting used to for teams new to this type of platform.
High cost: Can be pricey, which might be a challenge for smaller firms or teams on a budget.
Limited offline functionality: Requires internet access, so it’s not ideal when facing connectivity issues.

4. Smokeball: Civil Litigation Management

Smokeball is a user-friendly case management software tailored for small to mid-sized law firms, especially those focused on civil litigation. It combines document automation, task tracking, and timekeeping features, making it a one-stop solution for managing civil litigation cases efficiently.

Source: Smokeball.com

Best Features

Case management: Centralizes all case details, relevant documents, and communications in one place so you can easily manage tasks.
Document automation: Simplifies the creation of litigation documents, saving time and reducing errors.
Time and activity tracking: Automatically tracks time spent on tasks to improve billing accuracy.
Task and workflow management: Keeps litigation tasks organized with clear deadlines and reminders.
Integrated email and calendar: Syncs with Outlook to connect communications with specific cases.

Limitations

Learning curve: New users may need time to get familiar with all the features.
Limited customization: Predefined workflows might not fully meet the needs of more complex litigation practices.
Cost concerns: Pricing may be steep for smaller firms with tighter budgets.

5. Lex Machina: Legal Analytics

Lex Machina is a smart litigation analytics tool that helps legal teams make better decisions using data. It provides insights into case trends, judges, and opposing counsel, which makes it easier to plan strategies and predict case outcomes based on valuable insights.

Source: LexMachina.com

Best Features

Judge analytics: Gives insights into how judges typically rule so you can adjust your approach accordingly.
Opposing counsel analysis: Shows data on your opponent’s past cases, helping you understand their strengths and weaknesses.
Case trend analysis: Tracks patterns in litigation to help you predict what might happen in similar cases.
Settlement predictions: Uses historical data to estimate the chances of settling or winning.
Industry-specific modules: Offers tailored insights for areas like IP, employment law, and more.

Limitations

Learning curve: Some features take time to get the hang of.
High cost: Might be pricey for smaller firms or solo lawyers.
Limited coverage: Doesn’t include every court or jurisdiction yet.

Make Discovery Less Tedious Today

Every litigator knows that discovery is one of the most time-consuming phases of a case. And within that process lies a huge bottleneck: discovery document drafting.

Manual drafting can take hours out of your or your paralegal’s day–hours that you could otherwise spend on more substantial work.

Where’s the way forward?

Briefpoint is document automation software that lets you create discovery documents within minutes. Schedule a demo today and see the magic for yourself.

Maximize Your Profitability With Briefpoint

Book a demo and save on these costs with Briefpoint.

FAQs About Litigation Software

What software do most law firms use?

Most law firms use a combination of legal practice management software, document management tools, billing and time tracking software, and legal research platforms. Popular choices include Clio, PracticePanther, LexisNexis, and MyCase for managing cases and administrative tasks. Tools like Westlaw and Bloomberg Law are widely used for research. Briefpoint is the best option for discovery document drafting.

What software is used in law?

The legal industry uses software tailored to specific needs, such as legal research tools (e.g., Westlaw, LexisNexis), practice management platforms (e.g., Clio, MyCase), litigation management software (e.g., CaseFleet), billing and time tracking tools (e.g., TimeSolv, Bill4Time), and contract analysis tools (e.g., Kira Systems, LawGeex).

What is legal CRM software?

Legal CRM software helps law firms manage client relationships more effectively. It centralizes client contact information, tracks case histories, and automates follow-ups and reminders. Tools like Clio Grow, Law Ruler, and Zoho CRM help firms improve communication, maintain client satisfaction, and streamline client intake processes.

What billing software do large law firms use?

Large law firms often use robust billing software designed to handle complex billing structures and high volumes of work. Popular options include Elite 3E, TimeSolv, and Bill4Time, which offer features like time tracking, expense logging, and customizable invoices. These tools ensure accurate billing and help streamline financial management.

7 Best Legal AI Companies of 2025

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

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

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

Artificial intelligence is profoundly impacting the legal profession, and we’re counting down the top legal AI companies driving this transformation in 2025.

Artificial Intelligence in the Legal Industry

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

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

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

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

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

How AI Technology Benefits Legal Work

Legal AI is revolutionizing work by bringing speed, accuracy, and cost savings to tasks that once bogged down legal teams. It processes vast amounts of data in seconds, allowing lawyers to handle cases faster and focus on high-value tasks that maximize client satisfaction.

Accuracy is another major advantage. AI can identify patterns and anomalies that even the most detail-oriented human might miss, which helps achieve greater precision in areas where mistakes can be costly. For tasks like document review and legal research, this level of reliability is invaluable.

AI also slashes operational costs by automating repetitive tasks like categorizing documents and generating reports. Law firms save time and resources, which helps empower legal professionals for more strategic work.

Access to information is faster and more thorough than ever. AI tools sift through massive databases in seconds, finding relevant case law, statutes, and precedents. This means lawyers can build stronger cases backed by comprehensive research in a fraction of the time.

Firms that once hesitated to adopt AI are now seeing its benefits—more efficient workflows, reduced costs, and happier clients.

7 Best AI-Powered Tools for Legal Teams

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

In 2025, there are dozens upon dozens of AI-powered tools in the legal sector. However, only a handful stand out:

1. Briefpoint

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

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

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

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

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

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

2. Casetext

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

Source: G2

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

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

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

3. Luminance

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

Source: Luminance.com

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

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

4. LawToolBox

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

Source: LawToolBox.com

LawToolBox relieves pressure by handling legal deadline calculations. You can enter the case information, and LawToolBox will calculate all the critical dates and update your calendar accordingly. Busy lawyers need this feature to stay on top of looming deadlines and court dates.

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

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

5. Ironclad

Ironclad takes the weight off your shoulders by expertly managing every stage of the contract lifecycle to give you back valuable time and energy.

Source: G2

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.

Source: G2

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

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

7. Everlaw

Everlaw handles due diligence and document review for legal teams. It helps lawyers obtain a higher level of efficiency and insight.

Source: G2

Imagine having a tool that allows you to efficiently sift through legal files, quickly identifying the most critical documents. Everlaw streamlines this process, significantly reducing the time spent on traditionally labor-intensive tasks.

The platform’s intuitive design simplifies document organization. With features such as drag-and-drop functionality, custom tags, and advanced search filters, it is easy to focus on the work without worrying about formatting.

Everlaw also offers robust document review capabilities, including tools for redaction, annotation, and metadata analysis. These features ensure that you can capture and work with all relevant details efficiently and effectively.

Will AI Replace Legal Professionals?

The idea of AI replacing legal professionals is a hot topic, but let’s be clear: while AI is transforming the legal world, it’s not about to replace lawyers. Instead, AI is a tool that enhances what legal professionals can do, not a substitute for their expertise.

AI shines in handling repetitive, time-consuming tasks like document review, legal research, and legal data analysis. These are essential but don’t require the strategic thinking and nuanced understanding lawyers bring to the table.

By automating these processes, AI frees up lawyers to focus on high-stakes strategy, client relationships, and providing expert legal advice.

The human element in law remains irreplaceable. Lawyers navigate the complexities of human behavior, emotions, and motivations while negotiating, mediating, and upholding justice. Ethical and moral judgment—core to the legal profession—can’t be replicated by AI.

AI takes care of the grunt work, but it can’t interpret laws with depth or provide the human connection that clients rely on. Rather than replacing lawyers, AI lightens their load and allows them to work smarter and focus on what they do best. It’s a partnership, not a replacement.

Start Drafting Legal Documents With Ease

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

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

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

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

Automate Today For Bigger Savings Tomorrow

Book a demo and save on these costs with Briefpoint.

FAQs About Legal AI Companies

What is Legal AI?

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

How does AI benefit law firms?

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

Will AI replace lawyers?

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

What are some popular AI tools in the legal industry?

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

Is AI expensive for law firms to implement?

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

The Best Document Automation Software Features To Look For

Imagine skipping the hassle of drafting the same contracts or filling in client details over and over. With document automation software, that’s exactly what you can do.

These tools handle repetitive tasks, keeping your documents consistent, accurate, and error-free. They save time and let you focus on more important work, whether you’re a lawyer, paralegal, or legal assistant.

With so many options available, finding the right software can feel overwhelming. The ideal tool should make your workflow smoother, help you manage documents efficiently, and simplify your day.

This guide breaks down the key features of document automation software to show how it can transform the way you handle legal documents and everyday tasks!

What is Document Automation Software?

Document automation software is designed to take repetitive tasks off your plate, like drafting contracts or inputting client details. By automating these processes, it makes sure your documents are accurate, consistent, and ready in less time.

Whether you’re managing contracts or legal paperwork, this tool helps reduce errors and frees up your time for higher-value work. It’s a practical solution for professionals like lawyers and paralegals who want to simplify document management without sacrificing quality.

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

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

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

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

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

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

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

Document Automation Features to Look For

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

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

1. Template Management

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

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

Template management also offers collaboration and version control:

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

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

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

2. Data Integration

Document automation software helps keep your critical data organized by integrating disparate systems and applications. This helps make sure data flows smoothly, which cuts down on manual entry and minimizes errors.

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

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

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

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

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

3. Workflow Automation

Automating your workflow with document automation software makes your processes smoother, faster, and hassle-free.

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

Key components of workflow automation include:

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

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

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

4. Collaboration Tools

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

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

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

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

5. eSignature Integration

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

Popular eSignature tools like DocuSign and Adobe Sign are often supported by the software, which makes it easy to integrate your favorite signing tools. You get to stick with the eSignature service you love, plus enjoy a smooth ride with your document workflows.

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

6. Document Security

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

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

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

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

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

Regulatory compliance and monitoring are much easier thanks to this transparent system that lays out who did what and when in plain sight. If any unauthorized activity occurs, it can be quickly identified and addressed.

The Benefits of Document Automation for Law Firms

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

Increased Time Efficiency

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

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

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

Improved Consistency and Accuracy

Document automation platforms help make sure every document follows the same format and contains accurate information.

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

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

Better Cost-Efficiency

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

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

Improved Client Satisfaction

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

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

Better Security and Compliance

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

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

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

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

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

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

Identify Your Needs

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

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

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

Key Features to Look For

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

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

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

Evaluate Usability

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

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

Life’s unpredictable, and your work style should be, too. To give your team the flexibility they need, ensure that your solution can keep up with mobile access.

Consider Scalability

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

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

Cost-Benefit Analysis

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

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

Trial and Feedback

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

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

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

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

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

How to Use Briefpoint

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

Step 1: Upload Your Discovery Request

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

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

Step 2: Briefpoint’s AI Suggests and Writes Objections

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

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

Step 3: Open in Word

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

Unlimited Savings With the Right Document Automation System

Book a demo and save on these costs with Briefpoint.

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.