6 Best Legal Software for Small Law Firms

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

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

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

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

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

6 Best Legal Software for Small Law Firms

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

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

1. Briefpoint: Discovery Document Automation

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

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

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

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

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

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

Key features:

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

Pros:

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

Test Briefpoint yourself by scheduling a demo here.

2. Clio: Legal Practice Management Software

Clio is one of the most popular and comprehensive law practice management software on the market. It’s designed to help law firms of all sizes, including small firms, handle every aspect of their daily operations.

Image source: G2

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

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

Key Features:

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

Pros:

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

Cons:

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

3. MyCase: Case Management Software

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

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

Image source: G2

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

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

Key features:

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

Pros:

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

Cons:

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

4. CosmoLex: Billing and Accounting Software

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

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

Image source: G2

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

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

Key features:

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

Pros:

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

Cons:

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

5. NetDocuments: Document Management Software

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

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

Source: NetDocuments.com

It’s designed specifically for legal professionals, so it knows how important security and compliance are. With features like advanced search and version control, you can quickly find what you need and never worry about losing track of important legal documents.

Key features:

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

Pros:

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

Cons:

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

6. CloudLex: Matter Management Software

CloudLex is designed specifically for small and mid-sized law firms that need an efficient way to manage their legal matters from start to finish. It’s a full matter management system that keeps your entire firm organized.

Image source: G2

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

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

Key features:

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

Pros:

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

Cons:

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

Factors to Consider When Choosing Tech for a Small Firm

When selecting the right legal software for your small law firm, it’s important to make sure it fits your firm’s unique needs and helps simplify your daily tasks. Here are some key factors to keep in mind:

Budget

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

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

Ease of Use

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

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

Cloud-based vs. On-premise

Cloud-based software is becoming the go-to option for small firms because it offers flexibility. You can access your data from anywhere, which is perfect for lawyers who work remotely or are always on the go.

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

Security

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

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

Customer Support

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

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

Integrations

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

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

Scalability

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

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

Build Your Tech Stack With the Right Law Firm Software

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

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

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

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

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

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

Invest in Your Productivity With Briefpoint

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

Book a demo and save on these costs with Briefpoint.

FAQs About Legal Software for Small Firms

What is considered small law firm software?

Small law firm software is designed for firms with fewer lawyers, typically ranging from solo practitioners to teams of around 10. It includes tools for case management, document automation, billing, and client communication, offering features that are affordable, easy to use, and scalable for smaller operations.

What software do most law firms use?

Most law firms use a mix of tools like case management software, billing software, legal research platforms, and software to create automated legal forms like Briefpoint.

What software do law firms use for documents?

Law firms often use document automation software, such as HotDocs or DocuSign, to create, edit, and manage contracts, legal forms, and agreements efficiently.

How much does law firm software cost?

The cost varies widely based on the software and features. Basic tools can start at $20–$50 per user per month, while more advanced systems for larger firms might cost $100 or more per user per month.

What is considered a small law firm?

A small law firm typically has 2 to 10 lawyers, although this can vary depending on location and industry standards. Firms with fewer than 50 lawyers are often considered small as well.

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21 Best Software Programs for Law Firms

Accuracy, consistency, and quality of service are three of the most important pillars in the legal industry. Unsurprisingly, it takes a lot of time and effort to meet all of these standards for every client you take in, which are resources that tend to be scarce in any busy law firm.

But what if you could abide by these pillars and optimize your workflows without sacrificing even more time and energy?

Software solutions for law firms are designed for this very purpose. Some tools can help you manage your entire practice all one platform. Others handle the nitty-gritty of a specific task, such as discovery document drafting or tracking billable hours.

However, out of all the tools available, how do you know which ones to add to your tech stack?

In this guide, we’ll review the best software programs for law firms per category. We’re about to get up close and personal with what they offer and why you should give them serious thought.

Why Use Legal Software?

Before we get into the top legal software programs of 2024, let’s find out why you should be using them in the first place. Here are some of the most important advantages of using legal software:

It Saves You Time

Legal work involves tasks that can take up your day, such as drafting documents, scheduling meetings, and handling invoices. Doing these manually is a time drain and a huge hurdle to ideal time management.

Legal software automates these routine jobs and lets you breeze through them quickly. As a result, you’ll have the bandwidth to concentrate on high-leverage activities, like forging strong client connections and developing sound case strategies that deliver results.

It Helps You Avoid Mistakes

In law, accuracy isn’t just important—it’s everything. A tiny error can lead to big headaches down the road, and when you’re doing things manually, there’s always a risk of something slipping through the cracks.

With legal software handling the heavy lifting, you can breathe easy knowing your documents are accurate and consistent. No more pouring over templates for hours on end and worrying about missed details or typos that could cause problems later on.

It Upgrades Your Efficiency

Running a law firm means juggling many things like cases, clients, documents, billing, you name it. Legal software acts like a central hub where you can manage everything in one place.

This not only organizes your workflow but also makes it easier for your team to collaborate and stay on the same page. When everything’s organized and easily accessible, you can work faster and more efficiently, which is good news for your firm and your clients.

It Improves Client Service

Clients expect quick responses, clear communication, and timely case updates. Thanks to legal software, you can confidently meet these expectations.

With tools for client management, automated reminders, and easy access to case information, you can stay on top of client needs and provide a level of service that keeps them satisfied and coming back for more.

Plus, it helps you maintain a professional image, which is always a bonus.

It Increases Law Firm Profitability

At the end of the day, one of the biggest benefits of legal software is how it can maximize your firm’s bottom line.

By saving time, reducing errors, and improving efficiency, legal software allows you to focus more on billable work and less on administrative tasks. This means more productive hours, better client retention, and, ultimately, increased profitability for your firm.

When you can handle more clients or cases without expanding your team, your revenue per lawyer goes up while your costs stay the same or even decrease.

21 Best Legal Software Programs by Category

When it comes to running a law firm, having the right software can make all the difference. But with so many options out there, it can be tough to know where to start. To help you out, we’ve broken down the top legal software programs by category.

Whether you need to automate documents, manage cases, or streamline your billing, there’s something here that’ll fit the bill.

Legal Document Automation Software

Legal document automation software is a real lifesaver if you’re buried under a mountain of paperwork. No more starting from scratch!

These document assembly tools empower you to generate intricate legal documents rapidly without reinventing the wheel every single time. Just plug in the details, and the software does the heavy lifting.

1. Briefpoint

Briefpoint is a platform that uses generative artificial intelligence to automate the creation of discovery documents, such as requests for production, requests for admission, and interrogatories.

Drafting these documents manually can take hours, perhaps even days or weeks, if you’re going back and forth with client responses. Briefpoint is designed to take all the hassle out of the process by using AI and machine learning to do all the routine stuff.

Here’s how it works:

You upload your discovery request to Briefpoint
Briefpoint’s AI will scan the document and extract as much information as it can
Briefpoint automatically collects your clients’ responses and objects to each request
You download your document and apply the finishing touches on MS Word

Client responses are also much easier to handle, thanks to Briefpoint Bridge. This feature lets you select the interrogatories you want your client to answer, add notes to make them easier to fill out, and then send your client a link to the portal where they can input their responses.

Once they’re done, you can edit and plug in their responses to your discovery document, and that’s it. You no longer have to suffer through the endless back-and-forth emailing just to collect client responses.

Now, with the new Propound Discovery feature, you can upload a complaint (in .pdf format), and Briefpoint will use the information to draft a set of interrogatories, requests for the production of documents (RFPs), and requests for admission (RFAs).

With this feature, instead of focusing solely on answers to discovery questions, you can use Briefpoint to create the discovery questions you need. Once generated, you can edit, reorder, remove, and add new questions and download the request as a file.

2. Knackly

Knackly is a standout when it comes to flexibility in document automation. If your firm deals with a variety of legal documents that need to be customized to fit specific situations, Knackly is your go-to tool.

It allows you to create tailored templates that match your exact needs, which saves you from having to start from scratch each time. Knackly’s easy-to-use interface makes it simple to input the necessary information, and the software takes care of the rest, generating accurate and professional documents in no time.

This adaptability is a game-changer for legal teams that handle non-traditional cases.

3. Smokeball

Picture this: a law firm where paperwork disappears and billable hours skyrocket. Smokeball makes this a reality by centralizing data, simplifying time tracking, and turbocharging collaboration. With Smokeball, lawyers can dominate their caseloads and savor the rewards.

What makes Smokeball stand out is how it integrates document automation with practice management features. You can easily generate documents using customizable templates, which helps make sure that everything you produce is consistent and accurate.

It also includes tools for managing cases, billing clients, and even communicating with them, all within the same platform.

Law Practice Management Software

Managing a law firm involves a lot of moving parts like cases, clients, schedules, and billing. This is precisely why you need legal practice management software or project management software.

The more time you spend on administrative tasks, the less time you have for your clients. These tools flip that script, giving you the freedom to prioritize high-touch service and forge meaningful connections with your clients. Here’s a look at three of the best options out there:

4. Clio

Law firms of all shapes and sizes consistently choose Clio. Its extensive set of tools makes it possible to run a law practice smoothly, giving lawyers the power to handle anything that comes their way.

With Clio, you can manage cases, track billable hours, send invoices, and communicate with clients, all from one intuitive platform. What sets this system apart is its ability to adapt to your firm’s requirements.

Plus, whether you’re a solo practitioner or part of a larger team, Clio scales to meet your requirements.

5. PracticePanther

PracticePanther is another strong contender in the world of law practice management software. It’s designed to be user-friendly, which makes it easy to get up and running quickly. It handles everything from case management and billing to client communication and document storage.

It’s especially appealing for smaller firms that need advanced features without the steep learning curve. Plus, with its mobile app, you can manage your practice on the go, which helps make sure you’re always connected to your work, even when you’re out of the office.

6. MyCase

MyCase is a solid option for firms looking for an all-in-one solution. It offers a balanced mix of features that cover case management, billing, document storage, and client communication.

MyCase is mainly known for its user-friendly design and strong customer support, making it a favorite among solo practitioners and small firms.

Legal Research

Legal research is a cornerstone of any lawyer’s work, but it doesn’t have to be a slog. With the right software, you can speed up the process, find what you need with ease, and see to it that your arguments are backed by solid precedents.

You’re in luck–we’ve got two effective solutions to share with you.

7. FindLaw

FindLaw has been a trusted resource for years. It offers a vast database of legal information that’s easy to access. Whether you’re digging into case law or statutes or just need the latest legal news, FindLaw can be a useful tool.

Solo legal professionals and small firms get reliable info that won’t break the bank. You’ll appreciate how quickly you can tap into the platform’s resources and get back to making headway on your cases.

8. Casetext

Casetext takes legal research up a notch by incorporating AI to make your work even more efficient. With their CARA AI technology, you can upload briefs or motions, and the software will find relevant cases and statutes you might have missed.

It’s like having a second set of eyes on your research that make sure you don’t overlook anything important.

With Casetext, attorneys can say goodbye to fruitless searching and welcome swift, accurate answers—it’s the secret to getting the best possible results in the least amount of time.

Contract Management Software

Managing contracts is vital for any law firm, but it can often feel overwhelming. What if you could take the strain out of contract management? By leveraging the right software, you can craft, revise, sign, and store your contracts with ease, sans the headache.

Let’s examine two top tools that can help you manage contracts more efficiently and with less hassle.

9. Ironclad

Dealing with an avalanche of contracts is no longer a burden, thanks to Ironclad’s dynamic management system. This system rallies and shapes the contracts into a sensible order, unlocking the full potential of firms handling massive volumes.

It’s not just about storing documents—Ironclad automates the entire contract process, from creation to execution.

With contract drafting made effortless, you’ll speed through templates that adapt to your needs in no time. Once your contract is ready, Ironclad makes it easy to manage the review and approval stages, keeping everything organized and ensuring nothing falls through the cracks.

10. PandaDoc

PandaDoc is another great option for contract management, especially if you’re looking for something that’s easy to use and integrates well with other tools you might already have.

With PandaDoc, you can breeze through the contract process, crafting and fine-tuning agreements in no time, then sending them off for signatures with a mere few clicks.

One of the standout features is how well PandaDoc integrates with other software, like CRM or billing tools, making it a versatile addition to your practice. It’s a good solution for firms that want to simplify their contract workflows without a steep learning curve.

Billing Software

Time tracking and billing is another tedious yet critical aspect of running a legal practice. You want every billable second to count, but without the right tool, things like time tracking, invoicing, and billing can easily add to your already piling to-do list.

Use one of these top three billing and accounting software instead:

11. LawPay

If you’re a law firm struggling with billing and payment processing, LawPay is likely your best bet. Its design is tailored to the legal profession, and it shows in the results. It’s fully compliant with legal ethics requirements, so you can trust that client funds are handled correctly.

With LawPay, you can easily send invoices, collect payments online, and monitor your billing, all in one convenient, protected space.

12. FreshBooks

Small businesses and solo operators love FreshBooks, a straightforward billing and invoicing tool that lets them focus on what they do best. Imagine creating invoices, tracking time, and staying organized with expenses—all in one seamless workflow. That’s exactly what this powerful tool offers.

With FreshBooks, clients get a portal where they can review invoices and pay online with no hassle. While its design doesn’t specifically cater to law firms, this billing software’s flexibility and simplicity have won fans.

13. LeanLaw

LeanLaw is billing software built for law firms, especially those using QuickBooks. It integrates seamlessly with QuickBooks Online, so it’s easy to track time, generate invoices, and manage finances all in one place.

LeanLaw is designed to simplify the billing process and ensure that every billable minute is accounted for. It’s a great option for firms that want to streamline their billing while maintaining a clear overview of their financials.

Client Relationship Management Software

Building and maintaining strong client relationships is key to a successful law firm, and that’s where client relationship management (CRM) software comes in.

These tools help you keep track of client interactions, automate follow-ups, and make sure no potential client slips through the cracks. We’ve found one option specifically made for law firms:

14. Lawmatics

Lawmatics is a CRM designed specifically for law firms. Typically, CRM tools are a one-size-fits-all affair, but this one understands that law firms have unique demographics, hurdles, and priorities—and it rises to meet those challenges head-on.

Lawmatics helps you manage every stage of your client relationships, from the first contact to ongoing case management. One of the things that makes Lawmatics stand out is its automation of follow-ups, so you never lose track of a potential client.

From a single glance, you can see exactly where every lead and referral stands, making it simplicity itself to pinpoint opportunities and fine-tune your strategy. With this intuitive tool, you’ll find itinerant and frustrated clients transforming into happy loyalists in no time.

Document Management Software

Document management can be a real pain for law firms because they deal with a massive amount of sensitive documents that need to be securely stored, organized, and easily accessible.

Carefully handle confidential information, follow legal guidelines, and manage different versions of your work—it’s a tall order, especially without the right support.

So, here are two options you can try:

15. OneDrive

Whether you’re working on a project with teammates or just need to grab a file on the go, OneDrive makes it easy to stash and share your stuff.

Keeping your documents safe and sound is a top priority, and that’s exactly what OneDrive from Microsoft offers–a rock-solid storage option that puts your mind at ease. What’s nice about OneDrive is that you can access your files from anywhere, whether you’re in the office, at home, or on the go.

It integrates seamlessly with Microsoft Office, so editing documents right in OneDrive is a breeze.

Plus, with Microsoft’s robust security features, you can rest easy knowing that your client information is safe. If your firm already uses Microsoft products, OneDrive is a no-brainer for managing your documents.

16. Dropbox

Dropbox is user-friendly, and it makes storing and sharing documents with your team or clients a snap. It also has a handy version history feature, so if you ever need to roll back to a previous version of a document, you can do it without any hassle.

Thanks to its compatibility with other tools, you can easily slot it into your current workflow and get back to being productive.

17. NetDocuments

Law firms and legal teams can now conquer document chaos with NetDocuments, a highly effective cloud-based management system designed specifically with their pain points in mind.

This tool combines three must-haves: bulletproof storage, version control, and effortless access from your laptop, phone, or tablet.

Task Management Tools

Keeping track of tasks and deadlines is crucial in a law firm, where missing a due date can have serious consequences. Using task management software means no more stressing about forgotten deadlines or overlooked tasks.

Want to breathe a little easier? Try one of these workload management solutions that have been battle-tested by firms just like yours.

18. Asana

Law firms, regardless of size, will find a reliable partner in Asana. This powerhouse lets you consolidate task creation, assignment, and tracking into one sleek, efficient package. A quick scan of the interface reveals exactly what you need to do and when, with no puzzle-solving required.

You can break down larger projects into smaller, more manageable tasks, set priorities, and even integrate with other tools your firm might be using.

19. ClickUp

With ClickUp, you get a dynamic system that painlessly switches between simple task management and large-scale project planning. The best part? You can fit the tool to your style, whether that means turning tasks into lists, organizing projects on boards, or planning your day around calendars.

ClickUp also offers time tracking, document management, and collaboration features, making it a comprehensive solution for law firms. If your team needs flexibility and a variety of features, ClickUp is a great option to keep everything running smoothly.

20. Trello

Trello is known for its simplicity and ease of use. With tasks displayed on a visual board, you can shift your attention between what needs doing, what’s due soon, and what’s been wrapped up.

For teams seeking simplicity, the drag-and-drop interface is the answer. With its straightforward design, you can effortlessly arrange tasks and concentrate on achieving your goals.

21. Notion

Notion is more than just a task manager. It’s a flexible tool that combines task management with note-taking, document storage, and collaboration.

It’s perfect for law firms that need a central hub for all their information. Taking charge of your projects has never been easier: simply craft workflows that mirror your firm’s specific needs, prioritize tasks, and watch your productivity soar.

Why Modern Law Firms Choose Briefpoint

Running a law firm comes with its fair share of challenges, but the right software can make all the difference.

Whether you’re looking to streamline document creation, manage your practice more efficiently, or keep better track of your billable hours, these tools are designed to help you work smarter, not harder.

If you’re ready to save time and cut costs, it’s time to give Briefpoint a try. This tool can transform the way you handle discovery, making the process faster and easier than ever.

Why not see the benefits for yourself? Schedule a demo today and find out how much your firm can save with Briefpoint.

Save More Than Just Time With Briefpoint

Book a demo and save on these costs with Briefpoint.

FAQs About Software Solutions for Law Firms

Do I really need software for my law firm?

Yes, legal software helps manage your workload efficiently, reduces errors, and enhances client service, making it essential in today’s legal environment.

Is legal software expensive?

For small firms, the cost obstacle can be overcome with some relatively affordable choices available. Treat this as a smart business move to increase your firm’s productivity and efficiency. Some also offer a free trial so you can try them out before committing.

Can I use multiple software programs together?

Absolutely! Many legal software tools are designed to integrate, allowing you to create a customized setup that suits your firm’s specific needs.

How do I choose the right software for my firm?

Pinpoint your company’s biggest holes and start plugging them. Look for software that meets those needs and take advantage of free trials to find the best fit before committing.

Is legal software difficult to learn?

Not at all! Most legal software is designed to be user-friendly with intuitive interfaces. Plus, many providers offer training and support to help you get up to speed quickly.

Can legal software grow with my firm?

Absolutely. As your firm expands, a good legal software solution should be able to keep pace, effortlessly handling increased caseloads and clients.

What if I need help with the software?

Most legal software providers, including Briefpoint, offer excellent customer support, including tutorials, help centers, and live chat, to assist you whenever you need it.

What types of software do I need to write and manage legal documents?

Aside from document generation software like Briefpoint, you might also find value in document management systems like Microsoft Office and Dropbox that let you store, secure, and share documents on one secure platform.

Top 10 Legal Tech Trends of 2024

The legal industry looks a lot different than how it was just a few years ago. In the past, traditional operational practices seemed to have peaked efficiency, today those same practices seem like a disadvantage.

Now more than ever, law firms are leveraging technology advancements to increase efficiency, optimize their bottom line, and improve client satisfaction.

If you want to reap the same benefits for your firm, here are the top legal technology trends you should look out for.

10 Best Legal Technology Trends of 2024

A new year always comes with emerging technologies in various fields, including the legal industry. As legal professionals become more open to technology, more companies offer legal tech solutions that aim to address the industry’s needs.

Here are some of the latest legal tech trends that you should look into:

1. Automation

Automation technology takes over repetitive and time-consuming tasks, such as document drafting, client intake processes, and compliance checks.

By automating these tasks, law firms can significantly reduce manual labor, mitigate the risk of human errors, and ensure consistency in legal documents and procedures. Similar to other legal tech trends on the list, automation allows law firms to allocate more time to more valuable activities.

You can harness these abilities with:

Briefpoint: Automates the preparation of discovery request and discovery response documents, saving hours of work that would have otherwise been spent on reviewing requests and drafting responses.
LawGeex: Automates the contract review process and helps legal teams to efficiently review, approve, or escalate contracts by comparing them against predefined criteria, significantly reducing the time and effort involved in manual reviews.
Contractbook: Provides end-to-end contract lifecycle management with a strong emphasis on automation. It can automatically review legal contracts, helping streamline the process of contract management.

2. Legal Case Management Software

Legal case or project management tools are valuable for centralizing case files, communications, billing, and scheduling into a unified platform.

This software helps improve a law firm’s efficiency by automating administrative tasks, overseeing case tracking, and improving client relationship management.

The integration of legal project management tools allows legal professionals to focus on more high-value legal work, thereby increasing productivity and reducing the potential for human error. Companies that cater to this emerging legal tech trend include:

Clio: A cloud-based legal practice management software offering features like case management, billing, and client communication. Designed to enhance productivity and allow remote access to important information.
MyCase: An all-in-one legal management solution focusing on case management, billing, and secure client communication. Known for its user-friendly interface, it aims to improve client experiences and streamline administrative tasks.
Smokeball: Offers case management, billing, and automation features. It emphasizes ease of use, allowing for customization and automation to boost efficiency and profitability.

3. Artificial Intelligence

Artificial Intelligence (AI) is at the forefront of legal innovation, offering capabilities like predictive analytics in case outcomes and automating complex document review processes.

Legal AI tools help law firms analyze vast amounts of data for informed decision-making, streamlined litigation preparation, and personalized client interactions. You can take advantage of this significant legal technology trend with:

Luminance: Uses machine learning to improve the process of document review for due diligence, compliance, and litigation tasks. Its AI technology adapts to the specific needs of a legal team, identifying patterns and anomalies in data to optimize of legal document analysis.
ROSS Intelligence: Leverages artificial intelligence to offer a legal research platform that streamlines the process of finding relevant case law and legal precedents. AI-powered legal research allows legal professionals to ask natural language questions and receive instant, accurate answers.
LegalSifter: Combines AI with legal expertise to help users review contracts more efficiently. The platform suggests edits, identifies key clauses, and provides advice on contract negotiation, aiming to reduce the time and cost associated with contract review.

4. Litigation Management

Technological advancements in litigation management software provide comprehensive tools for case management, document storage, and team collaboration.

These platforms help achieve a seamless flow of information among legal departments, regardless of geographic location, and enable efficient management of litigation portfolios.

The ability to track deadlines, manage evidence, and communicate effectively in a secure environment improves litigation processes and decision-making overall.

The following companies provide litigation management solutions to law firms that need a more efficient litigation process:

Casepoint: Offers cloud-based solutions that provide a comprehensive suite of discovery features, including legal hold, data collection, advanced analytics, and artificial intelligence.
Logikcull: Simplifies the process of managing litigation and investigations for law firms. Its cloud-based platform offers solutions for drag-and-drop uploading, powerful search capabilities, and secure collaboration, aiming to reduce the time and cost associated with traditional legal proceedings.
Everlaw: Combines document management, collaborative review, and advanced analytics, focusing on ease of use and powerful search capabilities. It facilitates the discovery process by enabling legal teams to upload, review, and produce documents more efficiently.

5. Virtual Legal Assistants

Virtual Legal Assistants (VLAs) are a significant technological advancement in the legal sector, leveraging AI to transform how law firms interact with their clients.

These AI-driven platforms are designed to perform a variety of tasks that traditionally require human intervention, thus optimizing legal operations and improving the client experience.

VLAs can manage routine but essential tasks such as scheduling appointments, organizing client meetings, and sending reminders for upcoming deadlines or payments. This allows lawyers to spend more time on in-depth analysis, strategy development, and personalized client counseling, which are critical components of successful legal representation.

Law firms can find this legal tech from:

Lola Legal: Offers a virtual legal assistant designed for law firms and legal professionals. It automates tasks such as time tracking, billing, and client communication.
Smith.ai: Known for its virtual receptionist and client engagement services, Smith.ai provides a range of services including call handling, client intake, and scheduling for law firms.
Equivity: Provides dedicated virtual assistants specialized in legal support, Equivity’s services include assistance with administrative tasks, client communication, and document preparation.

6. Identity Management

Identity management has become a crucial legal tech trend in recent years, emphasizing the secure management of digital identities, sensitive data, and access controls within law firms.

By employing advanced solutions that handle user authentication, access rights, and activity monitoring, law firms are better equipped to detect and prevent unauthorized access to legal data.

Integrating biometric authentication methods, such as fingerprint scanning and facial recognition, offers a more secure alternative to traditional password systems. Aside from increasing the security of legal documents and data, identity management software makes the client onboarding process smoother and more efficient.

Companies with emerging technologies in identity management software include:

Okta: offers a comprehensive identity and access management solution tailored for organizations, including law firms. Their platform facilitates secure, single sign-on access to a wide array of applications, enhancing security through multi-factor authentication (MFA) and adaptive security policies.
OneLogin: Provides a unified access management system that is particularly beneficial for law firms needing to manage and secure employee and client access to legal applications and data. It features strong authentication, single sign-on, and user management capabilities.
LastPass: Provides identity and access management solutions with a focus on password management and secure sharing of credentials and sensitive data within organizations, including law firms. Their platform includes features like password vaulting, automated password generation, and secure sharing, alongside multi-factor authentication to add an extra layer of security.

7. Client Data Protection

Data protection is a top concern for law firms, requiring the adoption of advanced encryption technologies and secure communication channels.

The legal industry’s focus on data security aims to protect client confidentiality, comply with stringent data protection regulations, and prevent data breaches.

Ensuring the highest levels of data security is fundamental to maintaining client trust and upholding the professional responsibility to secure client information. Tech-savvy law firms can strengthen their data protection with:

Rubrik: Offers a cloud data management and protection solution ideal for law firms looking to secure their client data across cloud, on-premises, and hybrid environments. This legal tech provides data backup, disaster recovery, and ransomware protection, ensuring that sensitive legal documents and client information are safeguarded against data loss and cyber threats.
Druva: Delivers a cloud-native data protection and management solution designed to secure endpoint data for law firms. Their platform offers direct-to-cloud backup, cyber resilience, and critical data recovery capabilities, ensuring comprehensive protection for sensitive client information stored on laptops, smartphones, and other devices.
Varonis: Specializes in data security and analytics, providing a platform that law firms can use to protect sensitive client data and ensure regulatory compliance. Their software offers capabilities for data classification, access governance, threat detection, and response, enabling law firms to monitor and protect their data from insider threats and cyberattacks.

8. Smart Legal Contract Management

Smart legal contract management leverages blockchain technology to redefine the dynamics of drafting, executing, and enforcing legal agreements.

By embedding contract terms directly into code, smart contracts automate contract negotiation processes when predetermined conditions are met, thereby eliminating the need for manual intervention and making the whole process faster.

This legal technology minimizes the ambiguity and disputes that often come with traditional contracts. Moreover, this level of automation and security is particularly appealing for law firms that often deal with complex transactions, where the precise execution of contractual obligations is crucial.

Your law firm can find smart legal contract management solutions from:

Clause: Focuses on creating, managing, and automatically executing legal contracts using blockchain technology. Clause’s platform allows for the integration of real-time data and external sources into contracts, ensuring dynamic and automated contract execution based on predefined conditions.
OpenLaw: Enables law firms to draft, manage, and execute smart contracts integrated with the Ethereum blockchain. OpenLaw’s technology allows for the automation of various legal processes, including the execution of agreements upon the fulfillment of specified conditions and the recording of transactional data on the blockchain
Jur: Leverages blockchain technology to offer secure, efficient, and transparent contract management solutions. Jur’s smart contracts are designed to be legally binding and self-executing, with the added capability of dispute resolution mechanisms.

9. Advanced Computing

The emergence of quantum computing and other advanced computational technologies is set to have a huge impact on the legal industry.

These technology trends bring significant processing capabilities, making it possible to analyze complex legal scenarios and large datasets more efficiently than ever before.

Such advancements are expected to improve aspects of legal research, enhance predictive analytics, and support more effective decision-making processes. While these technologies are still under development, their potential to refine legal research, aid in fraud detection, and facilitate data analysis is clear.

If you want to maximize your law firm’s accuracy, consider the following:

IBM Watson Legal: Utilizes advanced artificial intelligence and cognitive computing capabilities to transform legal research and data analysis. Their platform offers tools for natural language processing, hypothesis generation, and evidence-based learning, enabling law firms to sift through vast quantities of legal documents and data with great speed and accuracy.
LexisNexis: Provides a suite of advanced computing tools tailored for the legal industry, including Lexis Analytics, a platform that employs AI and machine learning to enhance legal research, litigation strategies, and risk assessment.
Thomson Reuters Westlaw Edge: Leverages advanced AI and analytics to offer a comprehensive legal research and insights platform. Featuring tools like litigation analytics, statutory change tracking, and case law citation analysis, Westlaw Edge provides law firms with the capability to conduct deeper and more efficient legal research.

10. Immersive Technology

Immersive technologies, including Virtual Reality (VR) and Augmented Reality (AR), are beginning to make waves in the legal field.

These technologies can be used for a variety of applications, such as recreating crime scenes in VR to aid in evidence presentation or employing AR for enhanced document examination.

VR or AR can help train legal departments by simulating various scenarios and legal environments. Lawyers can also use this legal tech to conduct negotiations without needing to meet face-to-face.

VR and AR are not new, but it is one of the best legal technology trends as legal departments are seeing the benefits of using them. Here are several companies that cater to law firms looking for this tech:

LegalVerse: Enables lawyers to create and navigate through 3D recreations of crime scenes, accident sites, or any relevant physical space for a case, providing a more engaging and comprehensive way to present evidence and case scenarios to clients or in court.
CourtroomVR: Specializes in virtual reality solutions tailored for the legal industry, providing a unique way for lawyers to present cases and evidence. Their platform allows legal professionals to create immersive, 3D simulations of courtroom scenarios, evidence presentations, and witness testimonies.
vLex Justis: Overlays digital information onto the physical world, allowing lawyers to interact with legal materials dynamically and engagingly.

Make Discovery an Efficient Process With Document Automation

Document automation for lawyers is one of the most significant legal technology trends of 2023. Unsurprisingly, more law firms are seeing the benefits and hopping on the trend this year.

Let Briefpoint make the discovery process a breeze. With this tool, you can automate the preparation of discovery response and request documents, such as:

Requests for Admission
Requests for Production
Interrogatories

Plus, Briefpoint Bridge takes the hassle out of collecting client responses. With Bridge, you can send interrogatories to your clients in plain English and then plug their responses directly into your document.

Discovery is one of the biggest bottlenecks in the legal process. Book a demo today and see how Briefpoint can make this phase a lot less time-consuming.

Automate Your Discovery Process With Briefpoint

Book a demo and save on these costs with Briefpoint.

FAQs About Legal Technology Trends

Can these technologies replace human lawyers?

No, they’re designed to augment human capabilities, not replace them. Lawyers will always be needed for their judgment, empathy, and advocacy skills. Technology, no matter how advanced, is not enough to create effective legal strategies.

Are these technologies affordable for small law firms?

Many solutions offer scalable options, making them accessible to firms of all sizes. Plus, the efficiency gains often outweigh the initial investment.

How can I ensure my firm adopts these technologies securely?

Partner with reputable tech providers and invest in cybersecurity training for your team. Security is a journey, not a one-time fix.

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.

Is It Time to Adopt Legal Automation?

Legal automation simply means using technology to accomplish tasks with minimal human intervention. Usually, automated workflows handle tasks that take up too much time, are repetitive, and don’t necessarily need a lot of input from legal professionals.

But as promising as automation technology is, there is still a lot of due diligence you have to do before implementing it into your practice.

So, let’s take a closer look at what legal automation is, how it works, how it can benefit you as a legal professional, and some legal automation FAQs every professional should know.

What Does Legal Automation Mean?

The simple definition of automation is the use of technology or machines to perform tasks without much human intervention.

In the legal industry, legal automation means using technology and software to tackle the repetitive, everyday tasks that lawyers traditionally spend hours on.

In the past, law firms and in-house legal teams used manual, isolated processes to handle daily workflows, which often meant staff were bogged down with tedious administrative duties.

Legal automation changes this by increasing efficiency, reducing errors, and freeing up time for legal professionals to focus on more complex, valuable work.

What Legal Processes Can You Automate?

Contrary to popular belief (among legal professionals, at least), many legal tasks are subject to automation.

Some might argue that legal workflows are too complex to simplify with machines, but today’s legal tech begs to differ.

Here’s a closer look at key legal processes that can be automated:

Contract Review and Management

Contracts are crucial, but managing them can be incredibly time-consuming.

Automation tools can help legal departments by scanning contracts for key clauses, compliance issues, and potential risks. They also keep track of different contract versions to make sure everyone is on the same page.

Plus, workflow automation can speed up the approval process so it’s smoother and more efficient. This means no more going back and forth with different entities and wasting even more time on each contract.

Legal Document Drafting

Historically, drafting legal documents is a tedious process that requires keen attention to detail and at least a few hours spent creating, editing, and reviewing each document.

This is now changing thanks to legal document automation tools that create documents with the same accuracy and consistency as manually created ones–if not better. Most legal document automation tools use a combination of artificial intelligence (AI) and templates to speed up the drafting process.

For example, Briefpoint.ai is a generative AI and machine learning tool that drafts discovery responses by analyzing a request document, generating a draft that is mostly complete, and letting you finish up by adding pre-loaded objections or responses.

Billing Management

Automated systems can track billable hours and generate invoices based on those hours and predefined rates.

They also monitor payments and send reminders for overdue invoices, which helps simplify the entire billing process and make sure you don’t miss out on any billable time.

This leads to better cash flow for your legal team and less financial stress. Plus, you can have a bird’s eye view of how your time is being spent and whether that time is producing value or not.

Routine Tasks

Administrative tasks, though necessary, can take up a lot of your time. Luckily, modern tech now allows you to create automated workflows for manual processes that otherwise take too much time, money, and brain power.

For example, you can easily automate the following routine tasks:

Data entry
Scheduling
Sending appointment reminders
Client intake forms
Populating client databases
Data entry
Email management
Organizing and filing documents
Task management
Sending task reminders and notifications
Tracking billable hours
Generating and sending invoices
Monitoring payments and sending reminders
Sharing documents securely
Automatic time tracking
Sending follow-up emails and updates
Creating regular reports

Legal Research

Legal research can be a bottleneck because it often involves combing through mountains of complex legal texts, cases, and statutes, all demanding meticulous attention to detail and absolute precision.

However, it’s not like your legal department can skip this very important step.

Luckily, there are now automation tools that can search through vast databases of legal texts, statutes, and precedents way faster than a human ever could. They can also offer summaries of relevant cases and legal opinions, which saves you hours of reading.

Additionally, these tools keep you up-to-date on the latest legal developments so that you always have the most current information.

Why is Legal Automation Important For Law Firms?

Automation is a hotly debated topic in the legal field, and not without reason. There are many concerns about the validity of AI-generated work, such as legal documents, and many lawyers are hesitant to automate something they can already do themselves.

There’s also a notion that the law is too complex to throw technology into the mix, but legal automation technology is proving otherwise.

If you’re still on the fence about automating, here are some benefits that might convince you to make the switch:

Increased Efficiency in Task Management

Automating routine tasks saves a lot of time. Things like document drafting, billing, and scheduling get done faster and more consistently, which frees up lawyers to focus on more strategic and complex legal services.

Cost Savings in Daily Operations

Automation significantly lowers operational costs by reducing dependency on manual processes.

Fewer administrative hours are billed, freeing up resources for client-related work and business growth, which improves the firm’s bottom line.

Improved Accuracy and Reduced Errors

Repetitive tasks often lead to human errors that can be costly and time-consuming to fix. Automation eliminates such risks by completing tasks with precision and consistency, which helps make sure you have high-quality outcomes every time.

Ensuring Compliance with Legal Standards

Automation tools help maintain compliance with industry standards and regulations. Automated checks and audits make sure all processes meet the latest legal requirements, which cuts down on the risk of non-compliance.

Better Client Service

With routine tasks handled automatically, legal professionals can offer quicker turnaround times and more personalized service. Client-specific tasks you can automate include:

Client intake
Scheduling meetings
Billing and invoicing
Document sharing
Client updates and follow-ups

Simplified and Organized Workflow

Automation creates a more organized workflow for legal matters. Automated task management and scheduling make sure deadlines are met, and nothing falls through the cracks, which helps lead to a more productive and efficient team.

Scalability for Growing Practices

As your practice grows, automation allows you to handle more cases and clients without needing to hire a lot more staff. This means you can expand without compromising on quality or efficiency.

Increased Job Satisfaction

Repetitive tasks can often detract from the more fulfilling aspects of legal work. Automation helps by handling these routine responsibilities, which allows legal professionals to dedicate their time to more meaningful and intellectually stimulating tasks.

This shift not only improves job satisfaction but also helps reduce burnout and turnover, fostering a more motivated and productive team.

Data-Driven Insights

Many automation tools come with analytics and reporting features that offer valuable insights into your operations. Such insights can help you make informed decisions, optimize processes, and save time on research.

Signs That You Need Legal Automation Software

If you’re wondering whether it’s time to invest in legal automation software, here are some signs to look out for:

1. High Volume of Routine Tasks

When your team is buried under administrative duties more than actual legal work, it’s a clear sign that you need automation.

Tasks like scheduling, data entry, and document management can be automated, freeing up your team to focus on more important work.

2. Frequent Errors

Mistakes in documents, billing, or data entry are becoming common. Human error is inevitable, especially with repetitive tasks. Automation can significantly reduce these errors by ensuring consistency and accuracy in every process.

This not only improves the quality of your work but also builds trust with your clients, who rely on your precision and expertise.

3. Slow Turnaround Times

Struggling to meet deadlines and having clients wait longer than they should for responses and results is a red flag. Automation can speed up processes like document drafting, contract review, and legal research so you deliver timely and efficient service.

Faster turnaround times mean happier clients and a more productive team!

4. Increasing Operational Costs

If your expenses are climbing due to inefficiencies and the need for more administrative staff, it’s time to consider automation.

Automating routine tasks can reduce operational costs by minimizing the need for additional administrative support. This allows you to allocate resources more effectively and invest in areas that drive growth and client satisfaction.

5. Employee Burnout

Overworked staff dealing with repetitive tasks can lead to burnout, reducing productivity and increasing turnover rates.

Automation can alleviate this burden by handling mundane tasks, allowing your team to focus on more challenging and rewarding work.

6. Manual Data Management

Spending too much time managing and organizing files and data manually can be a major productivity drain.

Automation can streamline data management by organizing and storing information efficiently, making it easily accessible when needed.

Automate the Most Tedious Part of Litigation

Discovery responses are often one of the most time-consuming parts of litigation, pulling valuable time and focus away from building a strong case. Briefpoint changes that by automating this tedious process, which helps you save hours, cut down on costs, and deliver accurate results every time.

Briefpoint is incredibly easy to use. Just upload your document, and Briefpoint’s machine-learning system will extract as much information as it can to fill out the routine stuff in your draft. Then, you can add objections to each request or interrogatory by selecting from a built-in menu.

There’s also Briefpoint Bridge, a feature that helps you collect client responses and plug them into your document with no back-and-forth necessary.

With more time to focus on strategy and client advocacy, you can handle litigation more efficiently and effectively.

Curious about how it can fit into your practice? Schedule a demo today and see how Briefpoint.ai simplifies discovery while letting you focus on what matters most.

Gain a Competitive Advantage With Briefpoint.ai

Book a demo and save on these costs with Briefpoint.

FAQs About Legal Automation

What is legal document automation?

Legal document automation uses software to quickly create, edit, and manage legal documents with templates and minimal manual input. It ensures accuracy, saves time, and reduces errors in tasks like drafting contracts or discovery responses.

What is law firm automation?

Law firm automation involves using technology to streamline repetitive tasks such as billing, scheduling, document drafting, and client intake. This boosts efficiency, cuts costs, and allows lawyers to focus on more complex work.

Can a lawyer’s job be automated?

Parts of a lawyer’s job, like routine tasks, can be automated, but core functions—such as strategic advice and client advocacy—require human expertise. Automation supports lawyers by saving time for higher-value work.

Cloud Solutions for Law Firms: Transform Your Practice

Running a law firm comes with its fair share of challenges—managing overwhelming case files, keeping client data secure, meeting deadlines, and staying on top of billing.

On top of that, many firms still rely on outdated systems that make collaboration clunky and remote access nearly impossible. Sound familiar?

Cloud technology offers a way out of these common pain points. By shifting your firm’s operations to the cloud, you can optimize workflows, improve security, and access everything you need from anywhere.

This guide will walk you through why cloud solutions are a must for law firms, how they work, and how to get started. If you’re ready to leave inefficiencies behind, read on to see how the cloud can transform your practice.

How Does Cloud Computing Work for Law Firms?

Cloud computing provides on-demand access to essential resources like servers, data storage, software, and networking over the Internet. For law firms, it means securely storing files, managing cases, and accessing tools online instead of relying on physical servers in the office.

Many people already use cloud-based applications, like Google Drive or LinkedIn, for everyday tasks without realizing the underlying technology. Similarly, cloud solutions for law firms work by offering secure, remote access to their entire tech infrastructure through an internet connection and login.

What sets cloud computing apart is that it shifts the responsibility of maintaining the technology to the service provider. Tasks like server updates, security patches, and software upgrades happen automatically in the background, requiring no action from the firm.

For law firms transitioning from on-site servers, adopting the cloud means outsourcing complex IT management while gaining the flexibility to work from anywhere.

Why Should Your Law Firm Invest in Cloud-Based Legal Software?

Switching to cloud-based legal software is a significant yet worthwhile investment for any law firm wanting to modernize its workflows. Here are some of the best reasons why becoming a cloud law firm is a great idea:

Simplify Your Day-To-Day Work

Lawyers juggle a lot; it’s something that won’t change no matter how much technology you adopt. Between managing cases, billing clients, and keeping track of deadlines, things can get overwhelming.

Cloud-based software brings everything into one neat package. You can perform a ton of tasks in one place, such as:

Manage cases
Share documents
Track billing
Manage client communications
Collaborate with team members
Draft and edit legal documents

Save on Costs Without Compromising Quality

Running your own servers and keeping IT support on hand can burn a hole in your budget. Cloud solutions do away with those costs. Instead, you get a simple subscription plan that covers everything—no surprise maintenance bills or hardware upgrades.

Plus, with lower upfront costs, even smaller firms can afford to use top-notch software.

Work From Anywhere, Anytime

With cloud software, all you need is an internet connection, and you’re good to go. Whether in court, at home, or on a coffee run, you can pull up files, review case details, or collaborate with your team in real time.

Keep Client Data Safe

Worried about data security? The good news is that cloud providers go all out to keep your data secure. They use encryption, firewalls, and regular updates to protect sensitive client information.

Plus, many cloud platforms meet strict compliance standards, so you can rest easy knowing your data is in safe hands.

Grow Without the Growing Pains

Whether adding new attorneys, taking on more cases, or expanding to new locations, cloud software grows with you. Need more storage? No problem. Adding new users? Done in a few clicks.

It’s built to scale, so you won’t have to deal with the hassle of upgrading servers or rethinking your tech setup as your firm gets bigger.

Bounce Back Quickly in an Emergency

Ever lost a crucial document or dealt with a computer crash? With cloud services, your data is automatically backed up, so even if something goes wrong, you can recover everything quickly. Whether it’s a power outage, a broken laptop, or an accidental file deletion, the cloud has you covered.

How to Move Your Law Firm to the Cloud

Transitioning your law firm to the cloud may seem like a big undertaking, but with a clear plan and the right tools, it can be a smooth process. Here’s a step-by-step guide to help you make the move without disrupting your operations:

1. Evaluate Your Current Setup

Before moving to the cloud, take time to assess your firm’s current operations. Focus on these key areas:

List all existing hardware, servers, and software currently in use.
Review where and how your firm stores files, including case documents, client information, and billing records.
Examine the tools you use for case management, billing, and communication. Are they meeting your needs, or are there gaps?
Look for inefficiencies, such as outdated software, slow systems, or limited access to files outside the office.
Consider how your team collaborates. Does your current setup support seamless communication and remote work?

2. Choose the Right Cloud Service Provider

Selecting the right cloud provider is an incredibly important step in your transition. Not all platforms are designed to meet the unique needs of law firms, so focus on providers that specialize in legal software.

Look for features tailored to your practice, such as case management, secure file storage, billing tools, and client communication portals. Security is non-negotiable—make sure the provider complies with industry regulations like GDPR or HIPAA and offers robust measures like encryption and multi-factor authentication. Evaluate their reputation for reliability, uptime, and data protection.

Customer support is equally important. Choose a provider with a strong support team available to help with setup, training, and troubleshooting when needed. Consider their scalability, too—your firm’s needs may grow over time, and the platform should be able to adapt easily.

3. Plan Your Migration

A smooth migration starts with a solid plan. Work closely with your cloud provider to outline every step of the process. Think about what needs to be moved—case files, client data, billing tools, and more—and organize everything ahead of time.

Use this as a chance to do some digital housekeeping. Do you really need those outdated files cluttering up your new system? Probably not.

Set a realistic timeline for the migration that minimizes interruptions to your firm’s work. If possible, schedule it during a slow period to keep the transition stress-free.

Don’t forget to test the system before going live—it’s better to catch glitches early than to deal with surprises later. With the right plan, moving to the cloud can be a straightforward and rewarding experience.

4. Train Your Team

Getting your team up to speed on the new cloud tools is key to a smooth transition. A little training upfront can save a lot of headaches later. You can:

Schedule hands-on training to walk your team through the platform’s features, from file storage to case management and billing tools.
Explain how the new system will simplify their work, improve collaboration, and make accessing files more convenient.
Encourage team members to ask questions or share worries about the change.
Provide guides or cheat sheets with step-by-step instructions for common tasks.
Check in with your team after the system goes live to address any lingering questions or challenges.

5. Test the System

Before making the full switch, it’s important to run a test phase to make sure everything runs smoothly.

Check that all files have been successfully migrated and are easy to access. See to it that essential tools, like case management and billing features, are functioning as intended. Have your team log in and navigate the system to confirm they can use it without issues.

Finally, pay close attention to any glitches or unexpected problems and address them promptly.

6. Go Live and Monitor Performance

When everything is set up and tested, it’s time to make the big move and go live with your cloud system. During this transition, keep a close eye on how the system is performing. Monitor things like file access speed, tool functionality, and overall user experience to make sure everything runs as expected.

Encourage your team to share feedback on their experience with the new platform. Are they finding it easier to manage cases? Is there anything slowing them down? Use this input to make necessary tweaks. If any major issues come up, don’t hesitate to reach out to your cloud provider for support.

The first few weeks are all about fine-tuning and getting everyone comfortable with the new setup. By staying proactive and open to adjustments, you’ll guarantee the system fits your firm’s workflow perfectly.

7. Regularly Update and Maintain

While your cloud provider takes care of updates and maintenance, staying informed is essential for maximizing the system’s potential.

Keep an eye out for notifications about new features, improvements, or security updates, and share these with your team to ensure they’re aware of changes that could improve their work. Schedule periodic check-ins with your provider to review system performance, address any concerns, and confirm your data remains secure.

Regular communication helps your platform meet your firm’s needs, which can help you adapt to evolving demands while keeping everything running smoothly.

Is Cloud Technology Secure?

Yes, cloud technology is designed with advanced security measures to protect your data, which typically makes it a reliable choice for law firms.

In fact, many cloud providers offer security measures beyond what most firms can achieve independently. Here’s what makes cloud systems so secure:

Data encryption: Your data is scrambled during transmission and storage, so even if someone gets their hands on it, they won’t be able to read it without the proper credentials.
Tight access management: Features like multi-factor authentication and user-specific permissions ensure only the right people can access your cloud storage.
Ongoing cloud security updates: Providers stay ahead of threats by rolling out regular updates to keep their systems—and your data—safe.
Automatic backups: With regular backups, you won’t lose critical information, even if something goes wrong.
Regulatory compliance: Many cloud platforms adhere to strict legal standards to offer peace of mind for firms that need to meet regulations like GDPR or HIPAA.

While no system is completely immune to cyber risks, cloud technology offers some of the most secure options for protecting your firm’s data.

Modernize Your Law Firm With Cloud Technologies

The legal industry is changing, and cloud technology is becoming a foundation for modern law firms. With the ability to access files securely from anywhere, collaborate easily with your team, and simplify case management, cloud solutions are transforming how firms operate.

Beyond the convenience, the cloud offers high-tech security and scalability to help your practice grow without unnecessary headaches.

Transitioning to the cloud can feel like a big step, but with thoughtful planning, the right provider, and a well-prepared team, it’s a move that pays off. Take the opportunity to make your firm more effective, flexible, and ready for the demands of the future.

And if you want to make your firm even more efficient, start automating one of your biggest bottlenecks: document drafting. Briefpoint is an AI-powered tool that speeds up the preparation of discovery requests and responses, which allows your firm to draft documents in mere minutes.

Book a demo today and see how Briefpoint can revolutionize the way your law firm handles discovery documents!

The Financial Advantage Modern Legal Tech Provides

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FAQs About Cloud Services for Law Firms

What is the best cloud service for lawyers?

The best cloud service depends on your firm’s specific needs. Popular options include Clio for case management, NetDocuments for secure file storage, and MyCase for an all-in-one platform that handles billing, scheduling, and client communication. Look for a provider specializing in legal tools, offers robust security features, and integrates well with your existing workflows.

Do law firms use cloud computing?

Yes, many law firms have adopted cloud computing to improve efficiency, tighten up data security, and allow remote access to critical tools. It’s becoming the standard for modern legal practices, as cloud solutions allow lawyers to manage cases, collaborate with clients, and access files from anywhere with an internet connection.

What type of software do law firms use?

Law firms commonly use software for case management, billing, document management, time tracking, and secure communication. Cloud-based solutions are preferred for their accessibility and scalability. Tools like Clio, DocuSign, and PracticePanther are popular choices as they offer features tailored specifically to legal professionals.

What are examples of cloud solutions?

Examples of cloud solutions include Google Workspace for email and document sharing, Dropbox for secure file storage, and Clio for managing cases and clients. These tools streamline everyday operations by offering remote access, collaboration features, and secure storage—all essential for the modern legal industry.

What Are the Top HotDocs Alternatives in 2024?

HotDocs has been around since the 1990s and has successfully established itself as one of the earliest document automation tools. However, seniority doesn’t always mean it’s the best.

In 2024, law firms need a document management solution that lets them collaborate while checking all the boxes: accuracy, consistency, and compliance.

Does HotDocs meet all these requirements? What are its main features, anyway?

Let’s get to know HotDocs inside out and what it lacks. We’ll discuss the best HotDocs alternatives that could give you the efficiency, affordability, and user-friendliness you need.

What Is HotDocs?

HotDocs is a document automation tool that helps businesses create complex documents quickly and accurately. Imagine being able to generate contracts, forms, and agreements with just a few clicks instead of spending hours drafting each one by hand.

That’s what HotDocs does—it turns your repetitive document creation tasks into a more efficient process.

Here’s how it works: You start with templates, which are pre-designed documents that you can customize. You input your data once, and HotDocs takes care of the rest, filling in the details and making sure everything is correct.

This process saves a ton of time and reduces the risk of errors, which is especially important in fields like law, finance, and real estate, where precision is non-negotiable.

Why Should You Consider a HotDocs Alternative?

While HotDocs is a powerful tool for document automation, it might not be the perfect fit for everyone. Here’s why you might want to explore some alternative tools to create documents, especially legal documents:

Cost Considerations

Let’s face it: HotDocs can be pricey, especially for small businesses or startups watching their budgets. The high cost can be a big barrier.

Many alternatives offer more flexible and affordable pricing plans or even free versions, which can help you save money without sacrificing functionality.

User Interface and Ease of Use

HotDocs packs a lot of power, but its interface can feel like a maze. If you spend too much time figuring out how to use it, that’s a problem.

Many alternatives have simpler, more intuitive interfaces that make getting started and training your team easier. Imagine reducing the time you spend trying to learn the software!

Integration With Other Tools

Good document automation should work seamlessly with the tools you already use. While HotDocs integrates with many systems, it might miss some key ones you rely on.

Some alternatives offer better compatibility and more extensive integration options for a smoother legal workflow. Think of it as finding a tool that fits perfectly into your existing setup without any hassle.

Scalability for Different Business Sizes

HotDocs is great for handling complex needs, but it might be too much if you’re a smaller operation. Alternatively, it might not be flexible enough if you’re a larger business needing extensive customization.

Alternatives often provide scalable solutions that grow with your business, which gives you just the right amount of power and flexibility.

Better Collaboration Features

In today’s collaborative work environment, having the right features to work together is a must. While HotDocs is good, some alternatives shine brighter with real-time editing, team workflows, and sharing options that increase productivity and teamwork.

Customization and Flexibility

Every business is unique, and your document automation tool should be too. Some HotDocs alternatives offer greater customization options, which allow you to tailor the software to fit your needs. This means you can mold the tool to your workflow rather than the other way around.

Plus, you need a tool with legal document templates that fits your area of expertise. For example, if you want a tool to speed up your discovery process, something like Briefpoint.ai is designed specifically for discovery requests and response documents.

7 Best HotDocs Alternatives You Need to Try

What if Hotdocs isn’t serving your needs as well as it should? Well, it might be time to find a document generation solution that fits perfectly in your tool stack.

We’ve compiled some of the best document automation tools that could deliver a significantly better experience for your law firm:

1. Briefpoint

Briefpoint.ai is an AI-powered document automation tool designed to simplify the process of creating legal documents, particularly discovery request and response documents. These include but are not limited to:

Briefpoint uses a combination of natural language processing and large language models to understand and generate documents based on user uploads, which makes it a perfect fit for lawyers and legal professionals who need to create complex documents at a rapid-fire pace.

Most importantly, the process is extremely simple. You upload the opposing counsel’s discovery request, and Briefpoint’s machine-learning AI system will instantly scan and extract as much information as it can.

Then, the AI will fill out the routine data in your response document and automatically suggest objections to the requests. Briefpoint also has a built-in feature called Bridge, which makes it easy to collect client responses and plug them into your draft.

Finally, you can export your document to Word and put the finishing touches there. The whole process can take as little as a few minutes, compared to hours, if you were to create a whole document manually.

Key Features

AI-driven document generation
Template management
Integration with legal databases
Customizable clauses and terms
Supports Word documents

Pros

Easy to use: The intuitive interface makes it simple for users to get started without extensive training.
AI-driven: Automates complex legal document creation and minimizes errors from manual data entry.
Affordable: Offers competitive pricing plans accessible for small to large firms.

2. Legito

Legito is a versatile document automation platform that simplifies the management of different document types. It features automated workflows, customizable templates, legally binding e-signatures, and seamless integration with CRM and ERP systems.

Image sources: G2

For legal professionals, Legito automates the creation of contracts, agreements, and other traditional documents, which cuts down on manual work and produces fewer errors. The interactive templates help ensure compliance and easy customization.

Plus, its document lifecycle management tracks status, manages revisions, and maintains compliance to help save time and increase accuracy.

Key Features

No-code automation platform
Interactive templates
Document lifecycle management
Integration with CRM and ERP systems
Legally binding e-signatures

Pros

Versatile: Supports a wide variety of document types and industries.
Feature-rich: Includes powerful automation, templates, and e-signatures.
Collaboration: Excellent tools for team collaboration and real-time editing.

Cons

Overkill for small businesses: Might offer more features than small businesses need.
Learning curve: Takes time to learn all the features and fully take advantage of them.

3. Knackly

Knackly lets you simplify document creation with user-friendly templates, easy data importing/exporting, and smart conditional logic. It also integrates well with practice management software, a primary reason why it’s a complete solution for legal document needs.

Image sources SaaS Hub

This tool automates legal document generation to help you save time and increase the consistency among your documents. Users create templates with placeholders for variable data, which can be manually entered or imported.

The tool uses conditional logic to tailor document content based on specific criteria for accuracy and customization. Once data is input, Knackly merges it with the templates to generate complete documents.

Additionally, its intuitive user interface means anyone can use it, while features like conditional logic help make sure documents are accurate and compliant.

Key Features

Template-based document automation
Integration with practice management software
Data importing and exporting
Conditional logic

Pros

User-friendly: Designed to be easy to use, even for those who aren’t tech-savvy.
Efficient template management: Simplifies the creation and management of document templates.
Affordable: Competitively priced, it’s accessible for small to medium-sized businesses.

Cons

Primarily for legal use: Best suited for legal documents, which might limit its appeal to other industries with very different business processes.
Limited integrations: It may not integrate with all the software tools a business uses.

4. DocuGenerate

DocuGenerate is an intuitive document automation tool that makes creating and managing documents straightforward and efficient. It offers features like data merging, conditional logic, and support for various file formats.

Image sources: G2

With easy integration into cloud storage, it also provides flexibility and ease of access no matter where your team members are.

How does it work? DocuGenerate automates document creation by allowing users to create templates with fields for data merging. Then, users input data, and the tool fills in the templates accordingly with conditional logic to guarantee accuracy and customization.

Key Features

Data merging
Conditional logic
Multiple file format support
Integration with cloud storage

Pros

Flexible pricing: Offers a range of pricing options, including a free tier.
Easy integration: Works well with various cloud storage and other business tools.
User-friendly: Simple interface that makes document automation accessible to everyone.

Cons

Advanced features need configuration: Some of the more advanced features might require additional setup.
Limited advanced functions: Might not have all the advanced capabilities that larger businesses need.

5. PandaDoc

Next up is PandaDoc, a document assembly tool that allows users to create documents using customizable templates, which can be easily edited and personalized. You can add and sign documents electronically and collaborate with team members in real time.

Image sources: G2

At the same time, the platform tracks document progress and provides analytics on document interactions so that you stay informed about how documents are being used.

Key Features

E-signatures
Document templates
Real-time collaboration
Analytics and tracking

Pros

Lots of features: From e-signatures to analytics, PandaDoc covers a lot of ground.
Excellent collaboration tools: Great for teams needing to work together on documents.
Free plan available: Offers a free tier for businesses to try before committing.

Cons

Can be pricey: The more advanced features come with higher costs.
Occasional bugs: Some users report occasional issues and bugs.

6. Juro

Juro is a contract automation platform designed to simplify the management of legal agreements. It allows users to create and manage contracts using easy-to-customize templates. To further simplify the contract lifecycle, you can add e-signatures and automate workflows.

Image sources: G2

Juro is perfect for legal professionals who handle a high volume of contracts. It reduces manual work, minimizes errors, and speeds up the contract management process—all making it a useful tool for improving efficiency and productivity.

Key Features

Contract automation
E-signatures
Customizable contract templates
Workflow management

Pros

Specialized for contracts: Perfect for businesses that need to manage contracts efficiently.
Intuitive interface: Easy to use, with a clean and simple design.
Good customer support: Responsive support to help with any issues.

Cons

Limited to contracts: Best suited for contract-related documents, which might not cover all needs.
Higher pricing for advanced plans: The more advanced features can get expensive.

7. Proposify

Proposify is a document generation and management solution specifically for business proposals. It allows users to create professional proposals using customizable templates tailored to specific needs. This can help sales teams looking to speed up their proposal process.

Image sources: G2

Key Features

Proposal templates
E-signatures
Detailed analytics
Team collaboration

Pros

Suitable for sales proposals: Tailored for creating and managing proposals, focusing on the sales process.
Detailed analytics: Provides insights into how proposals are viewed and interacted with.
Collaborative features: Great for teams, with real-time collaboration tools.

Cons

Limited to proposals: Primarily designed for proposals, which might not meet all document needs.
Can be too focused: Some users might find it too specialized and lacking in broader document automation features.

Why Briefpoint Is the Best HotDocs Alternative

Looking for the best alternative to HotDocs? You’re just in the right place.

Briefpoint will transform your discovery process with its AI-driven tech, which speeds up and simplifies document creation—less fuss, and fewer mistakes. It’s incredibly user-friendly, so you can hit the ground running without navigating through complicated setups.

Plus, it’s tailored for legal professionals so that all your documents meet compliance standards without extra hassle. And if you ever get stuck, their customer support is just a quick call or click away.

Book a demo today and see the difference.

Why Choose Briefpoint?

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FAQs About HotDocs Alternatives

What features should I look for in a HotDocs alternative?

When choosing a HotDocs alternative, focus on customization options to create templates that fit your needs, integration capabilities with your current tools, and ease of use to minimize the learning curve. Also, consider the pricing and scalability to make sure it suits your budget and can grow with your business.

How do HotDocs alternatives compare in terms of pricing?

HotDocs alternatives generally offer more flexible and clear pricing options. Many provide free trials or basic plans, which are great for small businesses or startups. Subscription models with different feature levels let you pick a plan that fits your needs. In contrast, HotDocs might have a more complex and expensive pricing structure, which may not be as budget-friendly for smaller organizations.

How easy is it to switch from HotDocs to another tool?

Switching from HotDocs to an alternative can be pretty straightforward with the right help. Many alternatives offer migration assistance and detailed setup guides to make the transition smooth. They often have data import features to transfer your existing documents and templates seamlessly, along with customer support to assist with any issues during the process.

7 Features to Look For When Choosing Litigation Support Software

Litigation management software is designed to make life easier for law firms, mainly those that handle the often complicated and long-winded litigation process.

In its most basic form, this kind of legal software takes over the bulk of administrative tasks like document preparation and scheduling.

However, as legal technology progresses, litigation management software has become a multi-faceted tool that can handle almost all aspects of legal work.

All that said, not all litigation management systems are made the same. In this guide, we’ll highlight some of the most important features your litigation management tool should have, and how to choose the right one.

What is Litigation Support Software?

Litigation support software is a tool that helps lawyers and legal teams manage their cases more efficiently.

Basic software helps organize case information, manage documents, and handle other routine legal matters. More advanced or task-specific tools can perform more niche tasks like discovery document preparation and litigation research.

Either way, these tools aim to make everything from research to trial preparation smoother.

7 Features to Look For When Choosing Litigation Support Software

Choosing the right litigation case management software is not as complicated as you may think. In fact, it becomes very simple once you know what to look for.

Start by looking for a tool that solves any specific problems that you may have. Still, your litigation management software should have the following features:

1. Comprehensive Document Management

Good software should make it easy to keep all your files organized—from court documents to filing deadlines.

Features like advanced search, easy version control, and secure sharing can save you a ton of time. This way, you’re not digging through files, and everyone stays on the same page with the latest updates.

2. Simplified Case Management

You’ll want a system that helps manage every part of a case, from start to finish. This means keeping track of important dates, all the people involved, and detailed records of what’s happened.

Automated reminders, easy access to client information, and centralized platforms help lawyers manage their cases more efficiently.

This level of organization can help everyone in the legal team stay on top of deadlines and avoid the issues that come with time mismanagement, such as dissatisfied clients and wasted resources.

3. Integration with Existing Systems

Top-notch software integrates seamlessly with existing systems within the law firm, including accounting software and communication tools.

This integration helps simplify tasks and reduces the need to juggle multiple systems.

4. Intuitive Communication Tools

Look for software that helps keep everyone connected. Whether it’s updates for your team or communications with clients, real-time info and easy sharing options mean no one’s left out of the loop.

Focus on features like client portals, real-time updates, mobile accessibility, and integration with email and other communication tools.

5. Automation of Routine Tasks

Automating routine tasks is one of the most valuable features of effective litigation support software, as it can simplify your legal workflows and minimize the administrative burden on your team.

Automation involves using software to handle repetitive and time-consuming tasks that would otherwise require manual input from staff.

This frees up your team members to focus on more complex, strategic aspects of their work that require human judgment and expertise.

For example, automation can manage scheduling by syncing with court deadlines and automatically reminding team members of important dates, ensuring nothing gets missed. This can include court appearances, filing deadlines, and internal review dates.

It can also extend to document handling, such as auto-generating standard legal documents based on templates, filling in client information where needed, and even drafting correspondence or routine legal filings.

6. Security and Privacy

When it comes to litigation support software, robust security and privacy measures are non-negotiable. Given the sensitive nature of legal data, the software must be equipped with top-notch security features to protect against data breaches and unauthorized access.

Make sure that the software uses strong encryption for both data at rest and data in transit. This means that your files and communications are encoded and can only be accessed by individuals with the correct decryption keys.

Plus, it should allow you to set detailed user permissions. This feature helps control who can see what information, ensuring that only relevant team members have access to sensitive data.

7. Customization and Scalability

Every law firm is different, so flexibility in software is a must. A customizable platform allows you to tailor features, workflows, and interfaces to fit the specific requirements and preferences of your team, which helps improve usability and efficiency.

For instance, you might want to configure dashboards to display critical information specific to each user’s role or create custom forms and fields that match the data you typically handle.

Scalability is equally important as it makes sure that the software can grow with your firm. As your practice expands, you may take on more complex cases or increase your team size.

Scalable software can handle an increasing amount of work and additional users without performance degradation.

This means you won’t need to invest in new software every few years as your firm grows; instead, the same platform can expand its capabilities.

How to Choose the Right Software Provider

As we’ve mentioned before, litigation management software can vary in quality. Here are several factors to consider when looking for the right litigation management software:

Understands Your Needs

The ideal provider understands law firms’ specific needs. They offer tailored solutions that handle everything from court dates to the discovery process and ensure their software aligns with your administrative tasks and litigation management.

Offers Good Support

Effective support is vital. The right provider responds quickly when issues arise to help maintain smooth operations. This continuous support is a must-have for minimizing disruptions and maintaining client satisfaction.

Grows With You

As your law firm expands, your software should adapt effortlessly. Look for a provider whose software can scale up to accommodate new cases, clients, and changes in court rules without a hitch.

Trustworthy

Choose a provider with a solid reputation in the legal industry. A provider trusted by other law firms indicates reliability and quality, which signals that you’re making a sound investment.

Gauge a provider’s reliability and reputation by reading reviews, consulting other legal professionals, and taking advantage of free trials.

Implementation of Litigation Management Software and Training for Staff

Selecting the right legal tools is just the beginning–the next step is to implement them into your practice with as little friction as possible. Good litigation management software should meet the following criteria:

Teaches Everyone

It’s important that the training covers all staff members, not just a select few. Everyone should understand how to use the new system to make sure a comprehensive solution is effectively used across the firm.

Fits Your Schedule

Training sessions should align with the firm’s operational hours to avoid disrupting daily activities. Well-planned sessions make sure that learning the new system doesn’t interfere with the firm’s legal services.

Goes Step by Step

A step-by-step training approach prevents information overload. Trainers should break down each feature of the software to make it easier for staff to absorb and apply the information.

Supports Users

Post-training support is just as important as the initial sessions. Staff should have access to ongoing help to address any questions or issues as they use the software so that they feel confident and supported at all times.

Choosing Your Litigation Management Software

The discovery process is one of the most tedious parts of litigation, and it often consumes hours of work that could have been spent on other valuable tasks. The most time-consuming part of it all? Discovery document preparation.

Briefpoint provides a comprehensive solution to this problem. With generative artificial intelligence, it lets you draft discovery responses and request documents in minutes.

Simply upload your documents, insert your objections or responses, and then finish it up on Word.

Briefpoint also comes with Bridge, a built-in feature that lets you select the interrogatories that need your client’s responses, translate them into plain English, and plug their responses back into your document.

The process is simple, quick, and cost-effective. Let Briefpoint be the next tool in your litigation management software stack.

Maximize Your Firm’s Productivity with Briefpoint

Book a demo and save on these costs with Briefpoint.

FAQs about Litigation Support Systems

Can litigation support systems be integrated with other business tools?

Yes, most litigation support systems are designed to integrate seamlessly with other business tools used by law firms. This integration helps create a more cohesive environment where information flows smoothly between different services.

Are litigation support systems suitable for law firms of all sizes?

Litigation support systems come in various scales and can be customized to fit the needs of any size of law firm. Whether it’s a small practice or a large legal corporation, these systems can adapt to the specific requirements of the business.

How does litigation support software improve collaboration among legal teams?

Litigation support software makes it easier for legal teams to work together. It allows everyone to access and update documents on the fly, chat directly in the app, and manage who gets to see what. This way, the whole team stays in sync and can work more smoothly on cases.

8 Best Legal Document Automation Software For 2025

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

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

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

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

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

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

What is Document Automation?

Document automation simplifies the process of creating and managing documents by using technology to handle repetitive tasks.

Instead of drafting each document from scratch, you can rely on pre-built templates and logic to quickly produce accurate and professional results.

It’s especially useful for generating contracts, NDAs, agreements, and other essential documents that require precision and consistency.

By reducing manual work, document automation saves time, minimizes errors, and makes sure every document adheres to the same standards.

In the legal field, document automation provides some specific benefits. We’ll go over the most important ones below.

8 Best Legal Document Automation Software Tools For 2025

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

1. Briefpoint

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

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

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

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

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

View Briefpoint’s pricing here.

Pros

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

By automating routine tasks, Briefpoint can lead to significant cost savings per attorney, improving the overall profitability of your practice.

2. Clio

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

Source: Clio.com

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

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

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

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

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

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

Pros

Clio combines document automation with case management, billing, and client relationship tools for an all-in-one solution
Cloud-based platform allows access from anywhere, suitable for remote work
Intuitive drag-and-drop interface is easy for all technical levels
Integrates with tools like Google Workspace, Microsoft 365, and legal research software
Customizable templates simplify legal document creation

Cons

Pricing can be high for smaller firms, especially with per-user subscriptions
Document automation features are basic compared to specialized tools
Some integrations require additional fees, increasing costs
Learning curve for new users due to comprehensive features
Reports of slow loading and occasional glitches
It may be too complex for solo practitioners or very small firms

Pricing

Clio’s pricing starts at $49 per user per month for the basic plan with features like time tracking, billing, and case management.

For teams, the Advanced plan costs $129 per user per month and includes client collaboration tools, document automation, and app integrations.

3. DocuSign

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

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

Source: DocuSign.com

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

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

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

Pros

DocuSign is user-friendly, simplifying electronic signatures for legal professionals and clients
Widely trusted and used globally, ensuring compatibility and familiarity
Mobile-friendly platform allows signing and tracking documents on the go
Integrates seamlessly with Microsoft Office, Google Workspace, Salesforce, and legal tools

Cons

Limited full-scale document automation compared to specialized tools
Pricing can become expensive for high document volumes due to per-envelope charges
Limited document editing features make customizations difficult before signing
Advanced functionalities like conditional fields require additional training
Lacks specialized features and templates for the legal industry

Pricing

DocuSign offers plans starting at $15 per month for individuals with basic e-signature needs. For teams, the Standard plan is $45 per user per month, while the Business Pro plan, with advanced features, is $65 per user per month.

4. PandaDoc

Another piece of legal document automation software is PandaDoc. Like Clio, it is an all-in-one platform, letting you generate documents, collect e-signatures, and leverage analytics. Developers claim it can speed up paperwork by 40% (approximately two working days per week).

Source: PandaDoc.com

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

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

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

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

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

Pros

PandaDoc combines document creation, e-signatures, and workflow automation
Offers customizable templates for quickly generating professional documents
Supports real-time collaboration for simultaneous edits and negotiations
Drag-and-drop editor simplifies document management for all skill levels
Integrates with CRM, payment, and productivity tools like Salesforce, HubSpot, and Stripe

Cons

Extensive features can be overwhelming for new users
Pricing structure and add-ons can become expensive for advanced features
Lacks specialized tools and templates tailored for the legal industry
Difficulties integrating with niche legal software can limit effectiveness
Features and workflows are more focused on sales and marketing teams

Pricing

PandaDoc’s pricing begins with the Starter plan at $35 per user per month, offering unlimited document uploads, a drag-and-drop editor, and real-time tracking.

For teams, the Business plan is available at $65 per user per month, adding features like CRM integrations, custom branding, and approval workflows.

5. HotDocs

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

Source: Hotdocs.com

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

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

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

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

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

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

Pros

HotDocs is a trusted document automation tool with a strong history of serving law firms, financial institutions, and government agencies
Offers a vast library of customizable templates for various legal documents
Automates complex documents using sophisticated templates with conditional logic
Integrates with legal and business software like case management systems and CRMs
Can be used offline, making it ideal for work without internet access

Cons

Setup and advanced features can be complex, requiring training and experience
High costs may be prohibitive for smaller firms with limited budgets
User interface feels less modern compared to newer tools
Output may lack a polished look, requiring extra effort for visual customization
Updating templates can be inefficient for users unfamiliar with scripting features

Pricing

HotDocs offers customizable pricing tailored to the specific needs of each organization. However, you will need to contact them directly for a quote.

6. Bryter

Bryter goes even further, claiming users can save 95% of their time on manual work with its document assembly software. The solution helps law practices automate routine document drafting, remove errors, reduce risks, and get data-driven insights.

Source: Bryter.com

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

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

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

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

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

Pros

Bryter is a no-code platform, which helps legal professionals automate processes without programming skills
Features a decision-tree structure for easy creation and automation of documents and workflows
Supports automation of various legal tasks, from document assembly to client intake
Cloud-based collaboration allows teams to work together efficiently

Cons

Lacks specialized features or templates tailored specifically for the legal industry
Complex workflows may require a deeper understanding of the tool
Pricing may be high for smaller firms or solo practitioners
Limited community support and third-party integrations compared to established platforms
Offers less depth in document automation compared to specialized tools

Pricing

Bryter offers different pricing plans for their no-code platform and Bryter Extract. You’ll need to contact their sales team for a customized quote.

7. Formstack

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

Source: Formstack.com

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

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

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

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

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

Pros

Formstack offers user-friendly form-building tools for legal document automation and client intake
Automates the creation of contracts, NDAs, and agreements to reduce manual tasks
Integrates with CRMs, payment processors, and email marketing platforms for seamless workflows
Mobile-optimized for creating, managing, and completing forms on any device

Cons

Lacks specialized features and templates tailored to the legal industry
Document automation is basic compared to specialized legal tools
Pricing can become expensive with advanced features and add-ons
Advanced workflows and integrations may require extra time to learn

Pricing

The Forms plan starts at $99 per month, focusing on form-building capabilities. The Suite plan, at $299 per month, includes forms, document generation, and e-signatures. For larger organizations, customized Enterprise plans offer advanced security and tailored workflows.

8. Gavel

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

Source: Gavel

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

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

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

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

Pros

Gavel enables document automation without coding skills and is accessible to all legal professionals
Allows creation and customization of templates for contracts and client agreements
Supports real-time collaboration for efficient teamwork on documents
Drag-and-drop editor simplifies adoption and usage for teams
Complies with GDPR and HIPAA standards to ensure data security

Cons

Less robust for highly complex or specialized legal documents
Limited integration with niche legal software
It may not fully meet the needs of larger firms with intricate workflows or high document volumes

Pricing

Gavel provides flexible pricing plans designed to meet various needs. The Lite plan starts at $99 per month, offering essential document automation features. For growing firms, the Standard plan, priced at $250 per month, includes additional functionality.

Advantages of Automating Legal Documents

Automation comes with many obvious benefits, such as time savings, reduced costs, and more efficient workflows.

However, it’s still worth looking into each potential advantage to see the importance of finding a solution that works for you.

Let’s explore some of the key benefits of legal document automation:

Time Savings Through Automation

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

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

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

Eliminating Human Error With Increased Accuracy

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

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

Cutting Operational Costs For Greater Profitability

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

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

Improved Client Experience With Faster Service

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

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

Maintaining Professional Consistency in Legal Documentation

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

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

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

Better Security and Regulatory Compliance

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

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

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

Scaling Operations With Adaptable Automation Tools

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

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

The Best of Document Automation Tools

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

The tools we’ve covered in this article are some of the top picks for 2025, each offering something different to meet various needs.

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

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

Schedule a demo and find out how our document automation tech can help you save time, cut down on costs, and take your practice to the next level.

How Automated Legal Documents Can Save You Money

Book a demo and save on these costs with Briefpoint.

FAQs About Best Legal Document Automation Software

What are the benefits of using legal document automation software?

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

What is the best legal document automation software For 2025?

There are several contenders for the best document automation software For 2025, including Briefpoint. However, it all boils down to the needs, preferences, and existing workflows of your legal services. Schedule a demo with Briefpoint to see if it’s the right document automation software for you.

How does legal document automation work?

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

What other tools does my law firm need?

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

Is legal document management software safe to use?

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

AI For Lawyers and How it Affects the Future of the Industry

Observing the patterns of various sectors, it has become evident that artificial intelligence is woven into their standard operating protocols, with the realm of law being a prime example. While often in intense and fast-paced environments, law firms still need help with many background tasks that simply take up too much time.

AI tools for lawyers take on the most repetitive and time-consuming tasks, allowing legal professionals to focus on more valuable parts of litigation.

In this article, we’ll review AI for lawyers, their overall impact on the industry, and the tools that can benefit law firms.

What Type of AI Are We Talking About?

AI is the intelligence of computers programmed to mimic humans. But unlike humans, it can process massive amounts of data in as little as a few seconds. This makes AI incredibly useful for industries that manage and digest a lot of information, including law firms.

Machine Learning

At the core of AI technology, machine learning equips software with an intuitive grasp of data. Machine learning algorithms improve and become more accurate over time; they are self-learning algorithms.

Natural Language Processing

Natural language processing (NLP) allows computers to understand, interpret, and generate human language. In the legal domain, NLP can be a powerful tool for analyzing legal documents, contracts, and legislation with the help of human input and supervision.

Large Language Models

Large language models, such as GPT-based systems, are a subset of NLP trained on massive datasets to understand and generate human-like text.

These models excel in tasks like drafting documents, summarizing lengthy legal texts, answering complex legal questions, and even assisting with research by providing context-aware insights.

In the legal world, LLMs can streamline document preparation, assist with legal research, and improve client communication by interpreting and explaining legal language in a more accessible way.

Their advanced understanding of context and semantics makes them a valuable tool for improving productivity and accuracy in legal workflows.

What Can AI Do for the Legal Industry?

AI has the potential to revolutionize how legal teams and law firms work. More specifically, it can streamline numerous processes, including:

Discovery

During the discovery process, lawyers and paralegals often have to review thousands of documents to find evidence relevant to the case. Legal document automation makes this process more straightforward by simultaneously processing vast amounts of information.

AI discovery software enables attorneys to sift through documents by employing search terms or particular criteria, like dates or geographic locations. In contrast, lawyers without AI would have to spend weeks on this.

Generative artificial intelligence is another highly beneficial AI tool for the discovery process. Through sophisticated algorithms, generative AI can comb through extensive datasets, pinpoint relevant information, and draft discovery responses and requests.

Legal Research

Legal research is a time-intensive task that requires sifting through countless legal documents, statutes, and case law to find precedents relevant to the case. AI-powered legal research tools are changing this landscape by processing and analyzing vast quantities of legal texts in a fraction of the time.

Aside from searching for keywords, legal AI can understand the context, interpret the semantics of legal language, and draw connections between legal precedents and current cases.

Due Diligence

Due diligence is a critical component of legal work. This is especially true in significant transactions like mergers and acquisitions, where understanding entities’ legal and financial health is paramount.

Without AI, due diligence is a labor-intensive process that requires weeks or even months of rigorous examination of documents to identify liabilities, compliance issues, and other potential risks.

Legal AI streamlines this process through its ability to rapidly analyze large volumes of data, identifying anomalies, patterns, and risks that would take humans considerably longer to uncover.

Contract Review and Analysis

Some AI-driven tools can examine contracts in detail faster. They can identify clauses that deviate from standard language, assess risk levels, and suggest modifications based on prevailing laws and legal standards.

This specific function of AI speeds up the contract review process, enhances contract accuracy and consistency, and minimizes the risk of disputes and litigation.

What Are the Benefits of AI for Legal Professionals?

The integration of AI makes perfect sense for any law firm that wants to optimize its processes. Here’s an expanded look at the key benefits AI brings to the table for the legal profession:

Efficiency

AI tools can now handle document sorting, evidence review, and even certain aspects of legal research, letting legal professionals allocate their time to more substantial legal work. AI can also help automate routine tasks, such as billing and time tracking, client intake, and scheduling, among many others.

For instance, AI-enabled document review tools can analyze thousands of documents in the time it takes a human to go through a handful, drastically reducing the lead time on cases and allowing lawyers to meet tight deadlines easily.

Accuracy

One of AI’s standout features is its ability to minimize errors in tasks involving data processing and analysis. This means more accurate document review, fewer research oversights, and better risk assessment.

Legal AI tools are designed to consistently recognize patterns and anomalies that surpass human capability. This is particularly valuable in identifying relevant case law, precedents, and statutory requirements.

Cost Reduction

The economic impact of AI on legal practices is significant. Through automation, AI reduces the hours lawyers and paralegals need to spend drafting.

Plus, the time savings may allow law firms to eliminate redundant roles or reduce the staff they need for routine tasks, which is another massive aspect.

Smarter Decision-Making

AI tools can dig through heaps of data and pull out insights that help lawyers make better calls. Whether it’s figuring out the chances of winning a case or spotting key trends, AI gives legal pros the edge they need to craft stronger strategies.

Better Client Support

AI-powered chatbots and assistants can handle the small stuff—like answering basic questions, booking meetings, or sending updates—so lawyers can focus on the big picture. Clients stay in the loop, and everyone’s happier with quicker, clearer communication.

How Can AI Benefit Law Firm Clients?

Legal AI tools help create more efficient workflows in law firms, but they can also have direct benefits to clients, including:

Speed: The streamlined efficiency of AI leads to quicker turnaround times, meaning clients see faster outcomes and resolutions.
Reduced Costs: Savings realized from AI’s operational improvements reduce hourly costs.
Strategy: AI’s precision and advanced analytics support having more accurate and strategically sound legal approaches.
Accessibility: AI-powered tools can simplify legal processes, making it easier for clients to access legal services and understand complex legal documents.
Accuracy: By minimizing human errors, AI ensures higher accuracy in case analysis, document drafting, and legal research, giving clients greater confidence in the services they receive.

Will AI Replace Lawyers?

AI cannot replace human lawyers. While it excels at handling repetitive tasks, analyzing large datasets, and improving efficiency, it lacks the nuanced understanding of human emotions, ethical considerations, and creative problem-solving that legal professionals bring to the table.

AI is best viewed as a powerful tool to support lawyers, allowing them to focus on high-value work like courtroom advocacy, client counseling, and strategic decision-making.

The human touch in building relationships, understanding context, and navigating complex legal issues remains irreplaceable in the legal profession.

Legal Document Automation

The discovery phase of litigation is often the most time-consuming and has much room for error. Briefpoint recognized this long-standing issue and designed an AI tool to eliminate that bottleneck.

Briefpoint automates the preparation of discovery request and discovery response documents, including but not limited to:

Plus, the process is simple: you upload the discovery request, add objections and responses to your discovery response, and then download the document in Word to finish it up. It’s easy, straightforward, and takes hours off the usual process.

Besides the drafting itself, Briefpoint comes with a built-in feature, Bridge, which makes collecting and inputting client responses easy. Bridge lets you select the interrogatories that need your client’s responses, translate them into plain English, and send them over to your client.

Once your client responds, Bridge will help insert those responses into your draft. You won’t need to waste time on back-and-forth emailing anymore.

Propund Discovery

With the latest Propound Discovery feature, you can upload a complaint in PDF format and let Briefpoint examine the details to generate interrogatories, document production requests, and admission requests.

Instead of limiting your efforts to answering discovery questions, this tool lets you create the discovery questions you require. After the questions are generated, you can customize them by editing, rearranging, deleting, or adding new ones. When done, download the finalized request as a file.

How Briefpoint Helps You Save

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

Test Briefpoint yourself by scheduling a demo here.

Is AI an Advantage?

AI continuously evolves, creating more opportunities for tomorrow’s legal industry.

If you’re on the fence about using AI for your law firm, there’s no need to fully integrate AI right away. Instead, you can start small by optimizing one aspect of your legal research process: discovery.

Briefpoint is a bespoke tool committed to harnessing the power of AI to transform legal services, making them more efficient, accurate, and accessible. For legal firms, embracing AI is not just about staying ahead in a competitive landscape; it’s about redefining the very essence of legal practice for the better.

FAQs on AI For Lawyers

Is AI going to replace lawyers?

No, AI is designed to augment the capabilities of lawyers, not replace them. It automates routine tasks, allowing lawyers to focus on more complex and strategic aspects of their work.

How secure is AI in handling sensitive legal information?

AI systems used in the legal industry are designed with robust security measures to protect sensitive information. However, it’s crucial to choose reputable AI solutions that comply with industry-standard security protocols.

Can small law firms afford to implement AI?

Yes, there are AI solutions available at various price points, making them accessible for law firms of all sizes. Additionally, the long-term savings in time and operational costs can make AI a worthwhile investment for small firms.

How can I start integrating AI into my legal practice?

Begin by identifying areas where AI can have the most impact, such as document review or legal research. Partner with a trusted AI solutions provider like Briefpoint to ensure a smooth integration process tailored to your firm’s specific needs.

Full Guide to Law Firm Automation (Tips + Strategies)

Law firm automation might sound like something straight out of a sci-fi movie, but it’s very real and incredibly practical.

You’re in the middle of a busy workday, juggling multiple cases, answering client calls, and trying to keep up with the mountain of paperwork. Does this sound familiar?

Suddenly, you realize there’s a way to offload all the repetitive, mundane tasks that eat up your valuable time.

That’s where legal automation comes in—a reliable, tireless assistant that handles everything from document creation to client communications at lightning speed.

In this guide, we will explain everything you need to know about legal automation and how it can transform your law firm today.

What is Legal Automation?

Legal automation is the use of tech to take care of the boring, repetitive tasks in a law firm. Think of it as having an assistant that handles stuff like creating documents, tracking billable hours, and managing client communications—except that assistant does the work a hundred times faster.

By automating these tasks, you can save time, cut down on mistakes, and get things done more efficiently.

For example, legal automation tools can whip up documents based on templates, keep track of how much time you spend on each case, manage your calendar and appointments, and simplify client intake and communication processes.

This means you and your team can focus on the important stuff that needs your expertise instead of getting stuck with routine admin work.

What Legal Workflows Can You Automate?

Law firms have plenty of workflows that can be automated to save time and reduce errors. Let’s break down some key areas where automation can make a big difference:

Document Automation

Instead of drafting each document from scratch, you can use document automation tools to create them based on pre-set templates.

This means you just fill in the details, and the tool handles the rest. Here’s why this is such a big deal.

First, using standardized templates ensures that all your documents have a consistent format and style. You won’t have to worry about different fonts or layouts. Everything looks professional and is in line with legal standards.

Plus, you can customize these templates to include your firm’s branding, specific clauses, and any other required information.

You can also use artificial intelligence to draft standard documents. For example, Briefpoint.ai uses generative AI to help you generate discovery documents, and all you have to do is upload your discovery request and fill in objections and responses. Briefpoint does the rest.

Efficiency and speed are other huge benefits. Manual document creation can eat up hours, but automation tools can generate complex documents in minutes.

And let’s talk about errors. We’ve all had those moments where a typo or missed clause caused a headache. Automated systems minimize these mistakes, a huge benefit in an industry requiring utmost accuracy.

Time Tracking and Billing

Time tracking and billing can be a headache for any law firm, but law office automation can make it less of a chore.

What if you no longer have to manually log every minute you spend on client work? Automated tools can track your time accurately, whether you’re on a call, drafting a document, or in a meeting. They run quietly in the background and capture every billable second.

Accuracy is a major perk. No more missed entries or underestimating time spent on tasks. Automated systems record everything in real-time so you capture all billable hours and avoid revenue loss.

When it’s time to bill, these tools generate detailed invoices automatically. Customize them with your firm’s branding and ensure they’re sent out promptly, saving you the end-of-month scramble.

Transparency is another win. Automated tracking provides clear reports on time spent, which is great for internal assessments and building trust with clients.

They can see exactly what they’re being billed for, making your practice more transparent and efficient.

Calendar Management

Keeping your calendar straight can feel like juggling flaming torches—one wrong move and everything falls apart. That’s where calendar management automation steps in to make your life a whole lot easier.

Imagine having a tool that schedules your appointments, sends reminders, and even reschedules meetings when conflicts arise.

Automated calendar management does all this and more. It helps make sure you never miss a deadline, court date, or client meeting.

One of the best parts? It reduces human error. No more double-booking or forgetting important dates. The system handles everything, so your schedule is always up-to-date and conflict-free.

Automation also makes coordination a breeze. Need to set up a meeting with multiple people? The tool can find a time that works for everyone and send out invites without you lifting a finger. It keeps track of everyone’s responses and adjusts the schedule as needed.

Law firm automation systems often sync with your existing systems, like email and case management software. This integration means you have a central hub for all your scheduling needs so it’s easier to manage your time and stay on top of everything.

Client Communications

Managing client communications can be overwhelming, but automation can turn this daunting task into a smooth and efficient process.

Automated systems handle routine communications, which allows you to focus on more important interactions.

Automated client communication tools can send follow-up emails, appointment reminders, and feedback requests without any manual effort.

These tools ensure that your clients are always in the loop and feel valued, leading to better client satisfaction.

Legal automation software also makes sure that all communications are timely and uniform. Your clients receive the information they need when they need it, which helps improve their overall experience with your firm.

Here are a few examples of how you can automate client communications:

Follow-up emails: Automatically send follow-up emails after meetings or consultations to inform clients about the next steps.
Appointment reminders: Schedule and send reminders for upcoming appointments, reducing no-shows and ensuring clients remember important dates.
Feedback requests: Automatically send feedback requests after a case is closed or a service is provided, helping you gather valuable client insights.
Newsletters: Regularly send out newsletters with updates, tips, and news relevant to your clients, keeping them engaged with your firm.
Billing reminders: Automatically remind clients about upcoming or overdue payments, streamlining the billing process and improving cash flow.

Client Intake

Client intake can be a hassle, but automation makes it a breeze. Imagine clients filling out their details online whenever they have time, without you having to chase them for info.

These online forms organize everything automatically, so you don’t have to worry about manual data entry mistakes.

Automation makes sure every client gets the same questions, so you’re never missing important information.

Once a client fills out a form, the system can instantly schedule an initial consultation, send a confirmation email, and even remind them about the appointment. No more back-and-forth to find a time that works.

All the info from the intake forms goes straight into your case management system, so you don’t have to enter it again. This makes things run much smoother and keeps everything in one place.

Lead Management

Automated lead management systems can capture leads from various sources, such as your website, social media, and email campaigns.

Once a lead is captured, the system automatically sorts and prioritizes them based on the criteria you set. This means you can focus on the most promising leads without wasting time.

These tools can also handle follow-up communications. Automated emails can be sent to new leads to provide them with more information about your services and encourage them to schedule a consultation.

Consistent follow-up helps make sure that no lead is forgotten and helps nurture potential clients until they are ready to hire your firm.

Another great feature is the ability to track interactions. Automated systems log every touchpoint with a lead, from initial contact to follow-up emails and phone calls. This gives you a complete history of your interactions, which makes it easier to personalize your approach and build stronger relationships.

Analytics and reporting are also key benefits. Automation tools provide insights into your lead management process, showing you which strategies work and where you can improve. This data helps you refine your approach and convert more leads into clients.

Marketing Efforts

Marketing is essential for a law firm, just like any other business, but it can be time-consuming and involve manual or routine tasks you don’t need on top of your already heavy workload.

Fortunately, automating your marketing efforts can save you a ton of time and make your campaigns more effective. Let’s look at how automation can transform your marketing game.

Social media management: Plan and schedule your posts in advance to ensure consistent and timely updates without manual effort.
Email marketing: Send out newsletters, updates, and promotional emails automatically. Segment your audience to deliver personalized content that keeps them engaged.
Content creation and distribution: Use automation tools to plan your content calendar, distribute blog posts, and optimize for search engines. This keeps your firm visible and attractive to potential clients.

Why Should You Automate Legal Processes in the First Place?

Now that you can see what administrative tasks you can automate, the next question is why you should do so.

Automation software is rarely free, and most law firms will need more than just your standard legal practice management software.

That said, why should you invest in this type of tech? Well, here are a few compelling reasons:

Save Time

Automation takes care of repetitive tasks like document management, time tracking, and client communications, which means you have more time to focus on more strategic and high-value activities (a.k.a. more billable hours).

Imagine having more hours in the day to work on complex cases, strategize for court, or even spend quality time with your family. The more you automate, the more productive and efficient your day becomes.

Reduce Errors

Automated systems follow strict, predefined rules, which minimizes the risk of human error. This means fewer mistakes in your legal documents, more accurate time tracking, and overall higher-quality work.

Increase Efficiency

Organized legal workflows mean tasks are completed faster and more efficiently. Automation makes sure that no step is overlooked and everything runs smoothly to upgrade your firm’s overall productivity.

Your team will appreciate not having to chase down details or redo work. Plus, this efficiency translates to quicker turnaround times for your clients, which helps increase their satisfaction and your firm’s reputation.

Better Work-Life Balance

With automation, you can reclaim hours lost to repetitive chores and focus on what truly matters—both in your work and personal life.

This means less stress and burnout as you spend more time on meaningful projects and pursuits that inspire you.

A healthier work-life balance doesn’t just make your team happier; it boosts productivity and creativity, leading to better outcomes for your firm and your clients. When everyone is more relaxed and energized, your whole practice thrives.

Cost Savings

Automating routine tasks slashes operational costs by reducing your team’s hours on administrative work, freeing them up for more valuable tasks. This efficient use of time and talent means a healthier bottom line for your firm.

Plus, with less reliance on manual processes, you can lower staffing costs and cut down on overtime. All these savings add up to give you more financial flexibility to invest in growth and innovation. Not to mention the increased law firm profitability overall!

Will Automation Replace Lawyers?

The rise of automation in the legal industry has sparked a debate: will automation replace lawyers? While automation will transform the industry, it will not replace legal professionals.

The essence of lawyering is rooted in human judgment, empathy, and ethical decision-making. Clients seek lawyers for their ability to understand complex emotions, provide reassurance, and offer personalized advice—qualities that no software can replicate.

Automation can handle repetitive tasks but struggles with the unpredictability of many legal issues. Lawyers use experience and intuition to navigate these complexities, crafting strategies beyond a machine’s capabilities.

Another significant part of a lawyer’s job is negotiating and advocating for clients. This requires not just legal knowledge but the ability to read people, persuade, and adapt to dynamic situations—skills inherently human and irreplaceable by automation.

Lastly, lawyers must balance legal outcomes with ethical considerations, guided by a strict code of ethics. Machines, operating on logic and predefined rules, cannot weigh ethical dilemmas as humans do.

Automation should be viewed as an enhancement of lawyers’ capabilities. It handles routine tasks and frees them to focus on higher-value work, increasing efficiency and enhancing the quality of legal services.

Automate the Most Tedious Part of Your Day

Is discovery paperwork slowing your case down? Preparing legal documents is a task you can’t escape in the legal industry, but what if there was a shortcut that wouldn’t sacrifice the quality, accuracy, and consistency of your documents?

Briefpoint.ai is just what you need to speed up the discovery phase. With Briefpoint, you can automate the creation of responses to and propounding sets of:

Requests for Production
Requests for Admission
Interrogatories

Want to know more about this sophisticated legal technology? See how Briefpoint works with a free demo today!

Automating Discovery Drafting Can Save Thousands

Book a demo and save on these costs with Briefpoint.

FAQs About Legal Workflow Automation

What is legal automation?

Legal automation refers to the use of technology to perform repetitive and time-consuming tasks in a law firm, such as document creation, time tracking, and client communications.

Can I automate client intake?

Yes, client intake can be automated using online forms that clients fill out, with the information automatically added to your system.

Will automation replace lawyers?

No, law firm automation is designed to assist lawyers by handling mundane tasks, allowing them to focus on providing legal expertise and building client relationships.

How can automation improve my firm’s efficiency?

Legal workflow automation software can simplify workflows, reduce errors, save time, and enhance client communications, improving efficiency.

What legal workflows can be automated?

You can automate document creation, time tracking and billing, calendar management, client communications, client intake, lead management, and marketing efforts.

6 Best Legal Software for Small Law Firms​

6 Best Legal Software for Small Law Firms

6 Best Legal Software for Small Law Firms

1. Briefpoint: Discovery Document Automation

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2. Clio: Legal Practice Management Software

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3. MyCase: Case Management Software

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4. CosmoLex: Billing and Accounting Software

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5. NetDocuments: Document Management Software

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6. CloudLex: Matter Management Software

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Factors to Consider When Choosing Tech for a Small Firm

Budget

Ease of Use

Cloud-based vs. On-premise

Security

Customer Support

Integrations

Scalability

Build Your Tech Stack With the Right Law Firm Software

Invest in Your Productivity With Briefpoint

FAQs About Legal Software for Small Firms

What is considered small law firm software?

What software do most law firms use?

What software do law firms use for documents?

How much does law firm software cost?

What is considered a small law firm?