7 Types of Legal Tech Software Every Law Firm Needs

7 Types of Legal Tech Software Every Law Firm Needs

Choosing legal tech can feel confusing, especially if you don’t know where to start. Every tool promises to save time, improve workflows, or fix problems, but it’s not always clear which ones actually matter for your firm.

Most law firms don’t need more software. They need the right tools for the work they handle every day. That starts with understanding the different types of legal tech and what each one is designed to solve.

This guide walks through seven categories of legal technology software that show up in modern law firms. You’ll see what each type does, where it fits into daily work, and how it can help reduce friction across your practice.

What Is Legal Tech?

Legal tech is a broad term that covers the software and tools law firms use to manage work more efficiently.

However, it’s not one specific product or category. It’s a mix of systems that support how legal teams run day-to-day work across their entire practice, from drafting documents to managing clients and tracking matters.

Legal tech helps firms streamline operations that used to rely on manual steps, emails, spreadsheets, and paperwork. The common goals are to reduce friction and make legal work easier to manage as volume grows.

You’ll see legal tech show up in different parts of a firm, such as:

  • Document automation tools for drafting and responses
  • Practice and case management software
  • Legal research platforms
  • Contract review and contract management tools
  • Billing, accounting, and payment systems
  • Client intake and onboarding software
  • Electronic signature tools

Some tools focus on a single task. Others touch multiple areas of the firm. Together, they shape how legal teams stay organized and keep work moving without unnecessary back-and-forth.

The Most Common Types of Legal Technology

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

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

1. Document Automation

Document automation helps law firms create legal documents without rewriting the same material over and over. It handles the repetitive tasks that slow people down, like filling in standard language, applying the right formatting guidelines, and pulling in client details.

Generally, you start with templates and rules. The software uses those to generate clean drafts based on the information you provide. What used to take hours can take minutes, with far fewer chances for small mistakes that lead to bigger issues later.

Many platforms also connect to your existing systems, so names, dates, and matter details flow in automatically rather than being typed by hand. That consistency matters, especially when volume picks up.

Some tools now rely on machine learning tools to recognize patterns in documents and apply the right clauses or responses based on context. 

That makes document automation especially useful across the legal industry, where accuracy and repeatability matter every time a document goes out the door.

Briefpoint

Briefpoint is built specifically for discovery work, one of the most time-consuming parts of the litigation process. It helps firms move from request to response in minutes, not hours, without changing how attorneys already work.

Briefpoint

Using Briefpoint is straightforward: upload a discovery request, choose your objections and responses, and download a ready-to-serve Word document. From there, it’s sign and serve, no manual formatting or copy-pasting required.

Briefpoint also includes AutoDoc, which handles the heavy lifting behind the scenes. AutoDoc structures discovery responses automatically, applies the right formatting, and keeps everything consistent across documents. That consistency alone saves a surprising amount of review time.

For client responses, Briefpoint Bridge removes even more friction. It converts discovery questions into plain English and sends them directly to clients.

Once clients submit their answers, Briefpoint places those responses into the correct sections of your document, without emails, spreadsheets, or manual cleanup.

Is discovery document drafting work eating too much into your day?

Book a demo today and see how Briefpoint can help.

2. Legal Practice Management

Once your caseload grows, keeping everything straight gets harder fast. Practice management software exists to keep that chaos in check. 

Essentially, it pulls your firm’s daily work into one place so you always know what’s happening, what’s due, and who’s responsible.

For legal professionals, this kind of software becomes the system everyone relies on. Client details, messages, documents, and deadlines sit together, which means less time searching and fewer things falling through the cracks.

You can quickly look back at past client communications, check the status of a matter, or see what needs attention next. That context makes client service feel smoother and more intentional, even on busy days.

Most practice management tools help you:

  • Keep matters, contacts, and legal documents organized
  • Track deadlines, tasks, and follow-ups
  • Log calls, emails, and notes as work happens
  • Coordinate work when multiple people touch the same case

When everything lives in one place, it’s easier to respond quickly and handle small issues before they turn into bigger ones. It also cuts down on miscommunication as teams grow.

Security still matters, of course. Clients expect their information to be protected, and modern platforms are built with that responsibility front and center.

Clio

Clio is a popular choice for firms that want a clearer view of their daily work. On this platform, case details, contacts, documents, and conversations all live in one place, which makes staying organized much easier.

clio

Source: G2

With Clio, scheduling, document storage, and communication tracking feel straightforward. It also connects with other legal tech software platforms, which helps reduce manual work across your workflow.

Whether you’re checking in with a new client or managing long-running matters, Clio keeps everything documented and easy to find, so nothing important gets missed.

3. Legal Research

Legal research is part of how legal work actually gets done. Before you advise a client or step into court, you need to know what the law says and how it’s been applied before.

That means reviewing statutes, regulations, and past decisions so you’re not guessing or relying on memory. When deadlines are tight and court dates are approaching, having the right information is paramount.

Modern research tools make this process far more manageable. Rather than digging through scattered sources, everything is easily accessible in one place. You can search, filter, and cross-check authority without breaking your flow.

Many firms also use e-discovery tools alongside research platforms, which helps tie facts to supporting law more efficiently. Together, they reduce manual work and make it easier to stay prepared as cases move forward.

Westlaw

Westlaw is a long-standing legal research platform that many firms rely on for day-to-day research. It brings case law, statutes, regulations, and secondary sources together in one platform. This way, you’re not jumping between databases to get answers.

Westlaw

Source: G2

The value comes from how easy it is to narrow research to a specific practice area and get relevant results fast. That focus helps lawyers spend less time searching and more time applying what they find to the matter in front of them.

Westlaw also supports data-driven decisions by showing how cases have been cited and treated over time. Its KeyCite feature lets you quickly check whether a case is still good law and see how later courts have referenced it, which adds confidence before relying on a citation.

Behind the scenes, Westlaw uses artificial intelligence to improve search results and surface relevant authority based on context, not just keywords. 

The end result is research that feels more precise and easier to trust, especially when timelines are tight.

4. Contract Management

Contracts sit at the center of many legal services, and handling them well takes more than careful drafting. For many law firms, the real challenge is keeping contracts organized, reviewed properly, and easy to manage as they move through different stages.

Traditional document review often means long hours spent checking language, comparing versions, and watching for small issues that can turn into bigger problems later. It works, but it’s slow and leaves little room when volume increases.

Modern contract management tools help take pressure off that process. They support contract analysis, surface potential issues early, and keep everything in one place so nothing gets lost. 

You still make the legal decisions, but the system helps you stay consistent and focused.

These tools also give you full control over contracts after they’re drafted. That means you can track changes, manage approvals, and stay on top of key dates more easily.

Ironclad

Ironclad is a contract management platform for firms that handle a steady flow of agreements. Lawyers rely on it to manage drafting, review, approvals, and contract tracking in one place.

Ironclad

Source: G2

Firms often use Ironclad templates for common agreements so drafting feels faster and more consistent. 

During review, the platform highlights key terms and clauses, which helps surface issues early while attorneys stay focused on the legal decisions.

All legal information related to a contract stays in one place, making it easier to check status, review past versions, or come back to an agreement later. Once a contract is signed, Ironclad helps teams keep track of important dates like renewals and expirations.

It also works as a legal document management system and keeps edits and versions easy to follow. The platform is built with enterprise-grade security, which matters when contracts include sensitive business and legal details.

5. Billing and Accounting

Legal billing and accounting software keep a firm running day to day, even though they rarely get much attention. For legal professionals, staying on top of hours, expenses, and invoices directly affects cash flow and how smoothly the practice operates.

Handled manually, these tasks take up more time than they should and make it easier for small mistakes to slip in. And when billing falls behind, it often spills into other daily operations, such as client follow-ups and internal reporting.

Modern legal billing software brings structure to this part of the firm. Time entries, expenses, and invoices stay organized and easy to review, which helps firms stay consistent and predictable with their finances.

Many platforms also support e-filing and reporting to make compliance easier to manage.

Just as important, billing and accounting software tools are designed to align with regulatory standards, which helps give firms confidence that financial records are accurate and defensible.

QuickBooks

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

QuickBooks

Source: G2

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

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

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

6. Client Intake

Bringing in a new client doesn’t end when they say yes. The intake process is what shapes their first real impression of your firm. If it feels slow or confusing, that experience sticks.

Client intake covers how you collect client info, share forms, and explain next steps. Think of the moment after the first inquiry: someone fills out a form, makes a few phone calls, or sends documents over.

A good intake process keeps that information organized and keeps clients informed about what happens next.

For example, an intake tool might send a new client a secure form to complete before the first meeting. Once it’s submitted, the details are saved automatically, reminders go out if something’s missing, and your team sees everything in one place before the call even happens.

That kind of structure reduces back-and-forth, shortens response times, and plays a big role in improving client satisfaction. 

When intake runs smoothly, clients feel supported from the very beginning, and your team starts the relationship on solid ground.

Lawmatics

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

Lawmatics

Source: G2

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

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

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

7. Electronic Signatures

Electronic signatures have become a normal part of how legal documents move today. Signing no longer means printing, scanning, or dealing with physical files, which saves time and keeps things from piling up.

Many document management platforms now include e-signature tools right inside the system. That means a document can be drafted, sent out for signature, signed, and stored in the same place. Once it’s signed, it’s already filed and easy to find later.

E-signatures also help keep sensitive information protected. Built-in security features and audit trails make it clear who signed what and when, which matters for legal work.

DocuSign

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

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

DosuSign

Source: G2

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

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

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

When Discovery Becomes the Bottleneck

Legal tech sounds overwhelming until you break it down like this. The real challenge usually isn’t deciding if your firm needs better tools. It’s figuring out where to start.

Do you tackle the work that eats up the most time? The legal tasks that cause the most frustration? Or the areas where mistakes tend to creep in when things get busy?

Briefpoint

Every firm’s answer looks a little different. Some start with document automation because drafting and discovery never slow down. Others focus on practice management, billing, or intake because daily organization has become a bottleneck.

There’s no single “right” order, just the next problem worth solving.

What matters is momentum. Once one process feels lighter, everything else gets easier to manage.

If discovery work keeps pulling attorneys away from higher-value tasks, that’s often a clear place to begin. Briefpoint helps firms handle discovery faster and with far less manual effort, while fitting neatly into existing workflows.

Ready to see how much time discovery could give back? Book a Briefpoint demo now.

FAQs About Legal Tech Software

Why is legal tech software important for law firms?

Legal tech helps firms stay organized as work piles up. For many legal organizations, the biggest benefit is saving time on routine tasks so lawyers can stay focused on strategy, analysis, and advising clients. When systems handle the admin side, fewer billable hours get lost to cleanup and rework.

Can small law firms benefit from legal tech software?

Absolutely. Smaller firms often feel the impact faster because there’s less room for inefficiency. Legal tech helps manage client interactions, deadlines, and relevant documents without needing extra staff, which makes growth easier to handle.

Is it expensive to implement legal tech software?

Costs vary, but many tools are priced to scale with your firm. Subscriptions, modular features, and flexible plans make it possible to start small and expand later, especially when multiple tools replace manual processes.

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

Start with the work that causes the most friction. Look for software that helps resolve issues you deal with daily, supports multiple team members, and fits the way your firm already operates. Demos and trials help clarify what actually works in practice.

Can legal tech handle complex cases and growing teams?

Yes. Many platforms are built to support complex cases and collaboration across teams. That’s why industry leaders often rely on legal tech to keep matters moving smoothly as caseloads and responsibilities expand.

The information provided on this website does not, and is not intended to, constitute legal advice; instead, all information, content, and materials available on this site are for general informational purposes only. Information on this website may not constitute the most up-to-date legal or other information.

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

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5 Best Legal Workflow Software to Use in 2026

5 Best Legal Workflow Software to Use in 2026

The work that goes on in law firms can be repetitive, time-consuming, complex, or—in the most tedious of situations—a mixture of all three.

It’s a way of life, in a sense, and the “norm” that many in the legal profession learn to get used to.

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

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

What Are Legal Workflow Tools?

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

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

  • Document creation
  • Case management
  • Legal billing
  • Scheduling
  • Communication

In other words, legal workflow management software streamlines processes wherever automation is possible.

For the legal industry and corporate legal departments, most of the focus is on incorporating automated workflows to let legal professionals focus on value-adding tasks that tech cannot do.

What Are the Types of Legal Workflow Tech Solutions?

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

Document Automation

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

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

Task or Project Management

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

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

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

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

Database Management

With database management systems, law firms can ditch the chaos of physical files and keep everything organized in one secure digital space.

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

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

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

Billing Management

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

Billing management tools automate administrative tasks such as invoicing and payment tracking within legal operations.

Compared to general accounting tools, these billing systems are built specifically for legal work. At the very least, legal billing tools reduce manual data entry and align billing directly with matters, time entries, and client agreements.

These tools help optimize tasks like:

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

While general accounting software focuses on high-level finances, legal billing tools connect timekeeping and case activity to billing in a way that fits how law firms actually work.

Legal Reporting

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

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

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

What are the Benefits of Using Legal Workflow Software?

Legal workflow software helps bring order to work that can easily feel scattered. If your day includes jumping between emails, documents, and reminders, these tools pull everything into a clearer flow and reduce reliance on manual processes that slow you down.

Here’s where the value really shows up:

  • Saves time on everyday work: When you automate tasks like legal document drafting, task tracking, and approvals, you spend less time on busywork and more time moving cases forward and supporting strategic initiatives.
  • Cuts down on mistakes: Manual handoffs and repeated data entry create room for error. Workflow software adds consistency across all areas.
  • Reduces administrative overhead: Fewer follow-ups, fewer spreadsheets, and less rework make day-to-day legal operations easier to manage.
  • Makes collaboration easier: Everyone can see what’s happening, what’s next, and who’s responsible, which helps teams stay aligned even when they’re not in the same office.
  • Improves user adoption over time: Tools built around real workflows feel easier to use, which helps teams stick with them instead of falling back on old habits.

Overall, legal workflow software gives you a more reliable way to manage work without adding extra layers of complexity.

Top 5 Legal Workflow Automation and Management Software

Choosing the right legal practice management software can be complicated, given the dozens of potential options out there. So, we’ve narrowed it down to a top-five list:

1. Briefpoint: Best for Discovery Document Drafting

Briefpoint is a discovery automation platform designed to reduce the time and effort it takes to draft discovery requests and responses.

It pulls key information from your documents and generates suggested answers or objections you can review and edit, which helps you move through discovery with less manual work.

Briefpoint

You can use Briefpoint to handle common discovery documents, such as:

Briefpoint also includes Briefpoint Bridge, a built-in tool that simplifies collecting client responses. 

You can choose the interrogatories that need answers, rewrite them in plain language, and send them directly to your client. When responses come back, Bridge places them into the draft automatically.

For matters with large productions, Autodoc extends Briefpoint’s capabilities even further.

Upload your RFPs and production or case files, and Autodoc identifies responsive documents, generates Word responses with page-level Bates citations, and prepares a Bates-numbered production ready to serve. Review controls and privilege tagging keep everything transparent.

More than 1,500 law firms trust Briefpoint to reduce discovery time and keep work moving when deadlines matter.

See how it works today.

2. Clio: Best Legal Practice Management System

Clio is a cloud-based practice management platform built to support the day-to-day operations of a law firm from a single system.

Clio

Source: G2

This popular tool brings together core functions that firms rely on to keep matters organized, deadlines visible, and work moving forward without handling multiple platforms.

Its feature set covers:

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

Clio also works well alongside other workflow tools, which makes it easier to connect case data with the rest of your tech stack. For firms focused on process management, this flexibility helps reduce gaps between intake, active matters, and billing.

And because it’s cloud-based, Clio supports remote work and shared access across teams. Attorneys and staff can review files, update matters, and communicate without being tied to the office. 

The platform also supports a smoother client intake process and clearer collaboration across roles.

If you’re looking to streamline operations and centralize case-related work, Clio offers a practical foundation that scales as caseloads grow.

3. Smokeball: Best Automation Software for Smaller Firms

Smokeball is designed for smaller teams that want legal automation without adding complexity to their day. 

If you handle a high volume of similar tasks, this platform helps you automate routine tasks while keeping work consistent and easy to manage.

Smokeball screenshot

Source: G2

It supports automation across areas you likely touch every day, including:

  • Time tracking
  • Document drafting
  • Email management
  • Billing and invoicing

One of the key benefits is how everything connects. Time entries flow into billing, documents pull from the same matter data, and fewer details fall through the cracks. That structure helps with maintaining consistent quality, even when you’re managing multiple matters at once.

Smokeball also offers seamless integration with tools you may already rely on, such as Microsoft Office and QuickBooks. You don’t need to rebuild your workflow to use it, which makes adoption smoother from the start.

4. PatentPal: Best Legal Workflow Software for IP Law

PatentPal is a niche software solution developed with the unique needs of intellectual property professionals in mind. 

Basically, it automates and smoothens the most complicated parts of drafting and managing patents.

Patent Pal

Source: Patentpal.com

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

Some of its key features include:

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

5. FileStage: Best for Document Reviews

FileStage brings structure to document reviews that usually feel scattered and hard to track.

When approvals, comments, and revisions live across emails and shared drives, it’s easy to lose momentum. FileStage pulls that work into a single review space so documents move forward without constant follow-ups.

FileStage

Source: G2

It’s a solid fit for contract review and other approval-heavy work where multiple people need to weigh in. Every comment, change, and decision stays tied to the document, which makes it easier to see progress and avoid duplicate edits.

By automating repetitive tasks like reminders and approval tracking, reviews don’t stall waiting for responses across multiple systems.

FileStage helps organize:

  • File review and approval
  • Task assignments
  • Auditing
  • Version tracking and change history
  • Centralized feedback from internal and external reviewers

The result is a review process that feels more predictable and easier to manage, especially when several stakeholders are involved, and timelines matter.

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

Adding workflow automation works best when it feels like a natural extension of how work already gets done.

Always remember that the goal is to reduce human error and introduce workflow solutions that actually support your day, not slow it down.

Here’s a simple way to approach it:

  • Start with friction points: Look at tasks that create delays or rework, such as drafting, approval processes, billing, or legal project management. These issues show up in small teams and enterprise legal departments alike.
  • Be clear on what you want to improve: Faster turnaround, fewer mistakes, better visibility, or smoother handoffs all shape which tools make sense.
  • Choose tools that fit your setup: Workflow solutions should work alongside your existing tools, not replace everything overnight. Strong integrations make adoption easier and keep work moving.
  • Roll it out in stages: Introduce automation gradually, migrate data carefully, and adjust workflows so they match how your team already operates.
  • Get people comfortable using it: Practical training and open feedback go a long way. When legal software feels intuitive, teams stick with it.
  • Keep reviewing and adjusting: Check performance, gather feedback, and refine workflows over time. Pay close attention to compliance tracking and data security as processes evolve.

Legal Workflow Software Is the Future of Efficient Practice

In this guide, the focus has been on reducing friction in everyday legal work. When workflow software is used well, tasks stay organized, and teams spend less time chasing details across systems.

Discovery is the legal workflow that often carries the heaviest load. Deadlines are tight, documents pile up quickly, and manual drafting leaves little room for error. That pressure can ripple through the rest of your workflow and slow everything down.

Briefpoint

Briefpoint fits naturally into that picture by handling discovery drafting and responses with far less manual effort. It keeps documents consistent, shortens turnaround time, and gives you clearer control over a process that usually demands a lot of attention.

When one of the most demanding parts of the litigation process becomes easier to manage, the rest of your workflow benefits, too.

If discovery continues to take up more time than it should, book a demo today!

FAQs About Legal Workflow Software

What is legal workflow software used for?

Legal workflow software helps organize and automate everyday legal work, from drafting documents to legal research. Teams use workflow automation tools to reduce manual steps, support task automation, and keep work moving without relying on scattered processes.

How does legal workflow software work with other tools?

Most platforms are designed to connect with existing systems such as email, storage, matter management, and billing software. Strong integration capabilities allow workflow software to sit alongside document management systems and case management platforms, so teams don’t have to replace everything at once.

Who benefits most from legal workflow automation?

Legal workflow automation supports a wide range of teams, including in-house legal groups and large law firms. Many legal leaders use legal workflow automation tools to improve visibility, reduce delays, and bring more consistency to daily work.

Does workflow automation improve client relationships?

Yes. Faster turnaround times, fewer errors, and clearer communication all contribute to better client service. Over time, this leads to stronger trust, higher client satisfaction, and often increased client satisfaction across matters.

The information provided on this website does not, and is not intended to, constitute legal advice; instead, all information, content, and materials available on this site are for general informational purposes only. Information on this website may not constitute the most up-to-date legal or other information.

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

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What You Should Know About Document Automation Software

What You Should Know About Document Automation Software

Thomson Reuters points out something every lawyer already feels: legal professionals spend 40 to 60% of their time drafting documents and reviewing contracts.

It’s a massive share of the day, and for years, the tools available never quite kept up with how much work drafting actually demands.

Legal document automation software finally gives you a practical way to ease that load. Instead of rebuilding documents from old files and double-checking every detail, you use a system that follows your rules, pulls in the information you enter once, and assembles a clean draft for you.

That means it cuts down on the slow, repetitive steps and gives you more room for the judgment calls that actually need your attention.

In this article, you’ll see how document automation works, where it helps the most, and what features matter when you’re comparing tools.

What Is Document Automation Software?

Document automation software is a system that builds documents for you based on rules, templates, and the information you provide.

At its core, it replaces repetitive drafting with a smart process that assembles polished files in minutes. You give the software your data, and it produces a complete draft without the usual copying, searching, or manual edits.

Law firms lean on it because drafting legal documents demands precision, clear structure, and consistent language. When the routine parts run through automation, you gain extra room to concentrate on the legal work that actually needs your attention.

The same advantage shows up in any setting where teams generate agreements, onboard clients, prepare reports, and more.

You fill in details once, and the software handles the rest. Names, dates, clauses, and formatting all land in the right places, which gives you accurate documents from the start.

So, if you manage recurring paperwork or long templates, this kind of system turns a slow task into something that fits neatly into your day.

How Document Automation Works

You’ve probably seen how long a document workflow can take when you build everything from scratch. Automation changes that pace.

Each tool has its own approach, but most follow a similar pattern:

1. Start With Smart Templates

Everything begins with a template built to match the layout of your legal documents or business forms. The structure, preferred language, and formatting live inside these templates, so you don’t recreate the same choices over and over.

Once you set them up, they guide your entire document workflow with far less effort. This alone can tidy up processes across a law practice, especially when documents follow a predictable pattern.

2. Add Your Data Once

After choosing a template, you enter the information tied to your matter, client, or project. The document automation tool then places the same data everywhere it belongs in the document.

That means no scanning for fields, no missed updates, no jumping between drafts. New documents stay consistent because the system pulls from a single source of truth.

Here’s what this step usually looks like:

  • You add names, dates, clauses, and case details in one place
  • The software fills those details into every matching field
  • Updates happen automatically, so you don’t repeat the same edits
  • Documents stay aligned with the rules you’ve already set
  • You save time by avoiding routine typing and manual checks

This approach keeps your document workflow predictable and reduces the chance of small mistakes that tend to appear during repetitive drafting.

3. Apply Logic and Automation

This is the part that turns templates into something smarter. Conditional fields control what appears based on the data you’ve added.

At the same time, artificial intelligence may help refine language or suggest missing pieces, and automated workflows walk you through each step so nothing goes out of order.

These systems support faster decisions, reduce errors, and keep complex workflows from slowing down your day.

4. Generate the Final Draft

Once the rules kick in and all the information is mapped, the software assembles a polished document. You can export to Word, share it online, or save it as one or more PDF documents.

The result usually needs far less cleanup because formatting, spacing, and structure already follow your standards.

5. Integrate With Other Tools

Most platforms connect to tools you already rely on, such as CRM systems, document storage apps, and practice management software.

These connections keep automated workflows moving in a straight line, help teams stay aligned, and give you more focus for higher-value tasks.

Common Use Cases for Document Automation

Document automation shows its value anywhere you deal with repeat work or complex documents that follow a familiar pattern.

If your business moves through the same forms every week or your team spends too much time updating old files, this kind of system lightens that load.

Many companies use it to support standard workflows like contract management, client intake, internal operations, and day-to-day tasks that don’t need a full rewrite each time.

Here are some of the most common document types people automate:

  • Engagement letters and retainer documents
  • NDAs for clients, vendors, or partners
  • Contracts and contract amendments
  • Discovery responses and other litigation documents
  • HR onboarding packets and internal forms
  • Sales proposals, quotes, and follow-up files
  • Compliance paperwork and recurring submissions

The real benefit shows up once you’ve seen how quickly a new draft comes together. It’s a simple way to keep work moving, especially when your team handles a steady stream of similar tasks.

In other words, automation gives you the breathing room to focus on decisions and strategy while the software handles the predictable steps.

The Biggest Benefits of Document Automation Software

Once you start using automation, the difference shows up quickly. Routine drafting feels lighter, accuracy improves, and your team moves through work with more confidence.

Here are the benefits that matter most, especially for teams handling detailed or highly regulated documents.

Higher Accuracy and Fewer Mistakes

Automated templates rely on structured rules, which means names, dates, and key details land exactly where they belong. This simple feature cuts down on human error and gives you documents that stay consistent across matters, clients, or deals.

Less Time Spent on Repetitive Tasks

A system handles the repetitive steps you normally do by hand. You type information once, and the software applies it across the entire draft. That frees up more time for decision-making and any work that calls for judgment rather than repetition.

Better Organization Across Your Workflow

Documents follow the same layout and language every time. Teams stay aligned, and it becomes easier to pick up work midstream without sorting through mismatched formats or old versions.

Stronger Security for Sensitive Information

Many tools offer role-based access, audit trails, and safe storage for your files. This matters in highly regulated industries where client data, contracts, and internal records need reliable protection.

Faster Turnaround Times

When routine steps move quickly, you deliver services sooner, send out contracts faster, and close deals without unnecessary delays. Law firm productivity rises because the process no longer stalls at drafting.

Scalable Capabilities for Growing Teams

As your workload increases, legal automation supports a larger volume of documents without adding pressure to your schedule. New requests fit into the same system, and everything moves at the same speed you’re used to.

What Features to Look For in Document Automation Software

A good document automation setup should feel easy to work with and supportive of the way your team already handles information. 

You want something that keeps client data organized, helps you create accurate documents, and gives your entire team a smooth path from start to finish.

Here are the features that tend to matter most when you’re comparing solutions.

  • Template builder: Helps you create templates that reflect your formatting, structure, and preferred language, so document generation stays consistent.
  • Conditional logic: Adjusts sections based on client information or case details, cutting down on the back-and-forth edits that usually slow things down.
  • Data mapping: Pulls information from forms or connected systems and places it directly into your files. This keeps the creation process efficient and removes repeated typing.
  • Collaboration tools: Give your team a shared workspace to review drafts, offer input, and keep everything organized throughout the process.
  • Access controls: Helps you manage who can view or edit documents, which keeps client data protected and supports compliance needs.
  • Integrations: Connects with the tools you already rely on, so your workflow stays smooth instead of scattered across multiple platforms.
  • Audit trails and compliance features: Tracks edits and activity, which helps teams in regulated environments maintain proper records with confidence.

Briefpoint Can Bring Real Relief to Heavy Drafting Work

Long discovery tasks can take over your schedule quickly, especially when you’re managing repetitive drafting, formatting, or page-by-page review.

Document automation helps lighten that load, but Briefpoint goes even further by taking on the parts of discovery most teams struggle to keep up with.

Briefpoint AI Homepage

Briefpoint gives you a full discovery workflow that moves far faster than traditional drafting. You can generate objection-aware RFAs, RFPs, and interrogatories, respond with AI-assisted objections and client-collected answers, and export Word-ready documents that follow state or federal rules.

Autodoc handles another major bottleneck: reviewing productions and preparing responses. Upload your complaint, RFPs, and case files, and Autodoc identifies responsive documents, applies Bates numbers, and generates a Word response with page-level citations.

If you want discovery to move faster and with far less friction, Briefpoint can help you get there.

Book a demo and see how much time you can save today!

FAQs About Document Automation Software

What is the best document automation software?

The market offers a variety of options, and the right fit depends on your workflow, the types of documents you handle, and how much automation your team needs. Lawyers often look for tools that support structured drafting, offer strong security, and handle high-volume work with ease. Many users compare features like integrations, template control, and support resources before choosing a platform.

What is document automation software?

It’s a tool that builds documents using templates, rules, and your data. You add information once, and the system assembles a draft that follows your formatting and structure. This saves time, improves efficiency, and helps reduce the risk of errors during repeat work.

How does document automation help teams create accurate documents?

Automation fills data into the right places, applies consistent language, and follows predefined rules. This helps customers and lawyers avoid small mistakes that appear during manual drafting and makes review much easier.

Is document automation secure for sensitive information?

Most leading platforms use encryption, access controls, and safe storage to protect client details and office files. If security is a priority, look for clear explanations of how the system handles data and what protections it offers in real-world use.

What’s an example of a task that automation improves?

A common example is generating a full set of onboarding forms or contracts from a single intake form. Users add the information once, and the software produces all related documents in far less time, freeing up resources for work that needs more attention.

The information provided on this website does not, and is not intended to, constitute legal advice; instead, all information, content, and materials available on this site are for general informational purposes only. Information on this website may not constitute the most up-to-date legal or other information.

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

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Litigation Management Software: A Practical Guide

Litigation Management Software: A Practical Guide

Litigation runs on information, deadlines, and steady coordination, so having software that keeps everything in one place can make a real difference in how your week feels.

Litigation management software gives you a reliable way to manage documents, track what’s happening in each matter, and keep your team aligned as cases move forward.

It’s not a single tool, but a mix of platforms that support different parts of litigation like drafting, discovery, collaboration, task tracking, and everything in between. When those pieces work together, the workflow becomes easier to follow, and updates are much simpler to manage.

The sections below break down what litigation management software includes and how each type of tool fits into a litigation team’s day-to-day work.

What Is Litigation Management Software?

Litigation management software gives legal professionals a structured way to run civil litigation cases without bouncing between disconnected tools and systems.

It’s a broad category of legal software, not one single type of tool. Different platforms cover different parts of the litigation workflow, so the term works as an umbrella for anything that helps organize case details, documents, deadlines, and administrative tasks tied to active matters.

Some firms rely on general practice management systems that handle billing, calendars, client communication, and basic document storage.

Those help with everyday operations but don’t always offer the deeper support litigation teams need once legal discovery, drafting, or document-heavy review begins.

Litigation-focused tools go further by offering features built for structured responses, document production, collaboration during discovery, and tools that keep long matters moving in a predictable rhythm.

In short, litigation management software brings the moving parts of a case into one coordinated experience. It supports the practical work legal teams deal with every day while giving them more control over timelines and essential tasks tied to criminal or civil litigation.

5 Main Types of Litigation Management Software

Some litigation tools handle one specific task really well, and others cover several parts of a case at once. However, even the most feature-packed platforms usually leave a few gaps, so most firms rely on a mixture of software to cover everything that happens during a matter.

Let’s walk through the main categories you’ll see and how each one supports the work involved in active litigation.

1. Discovery Document Automation

Discovery document automation simplifies the parts of litigation that usually depend on hours of drafting, revising, and formatting.

Essentially, these tools help legal professionals move through the discovery process with less manual work, especially when preparing legal documents tied to key litigation events.

Tasks like building interrogatories, requests for admission, and requests for production (RFPs), or turning production sets into court-ready responses, become far more manageable when the heavy lifting happens automatically.

Many platforms now use artificial intelligence to organize structure, apply formatting rules, and generate clean drafts that follow jurisdiction-specific expectations.

Briefpoint is a leading example, giving teams a full discovery workflow that supports both propounding and responding. It drafts objection-aware requests, turns client responses into Word-ready documents, and keeps everything consistent across a matter.

Autodoc adds another layer of speed for the document creation stage. It maps productions to each request, identifies responsive documents, adds page-level Bates citations, and produces a ready-to-serve package. So, a workflow that once took days can move forward in minutes.

Book a demo today!

2. Case and Matter Management

Case and matter management tools give your team one centralized platform to keep the litigation process organized from the moment a case opens.

A strong litigation management system brings documents, deadlines, notes, assignments, and other essentials into a single, predictable workflow so routine tasks feel easier to manage.

Instead of hopping between folders, emails, and spreadsheets, everything is centralized, so you can track case progress and see what needs attention.

These platforms help legal professionals manage tasks tied to motions, discovery, hearings, and client communication. They also support task tracking for critical deadlines to make sure nothing gets overlooked during a busy period.

Most tools also offer clear views of upcoming responsibilities, who owns each assignment, and how far along each step is.

Common features include:

  • Calendars that show all case-related dates in one place
  • Task management tools that help teams manage tasks efficiently
  • Document storage with search and version control
  • Contact and client information tied directly to each matter

A good case management setup keeps your team aligned and reduces the friction that tends to build up during long civil litigation cases. It also creates a smoother path for onboarding new team members who need quick access to case details and outstanding work.

3. Discovery Support

Discovery support tools help teams handle the heavier parts of document review, production prep, and data organization that appear throughout civil litigation practice.

They’re essential for firms managing large sets of case documents, especially in complex cases where identifying relevant documents can take a significant amount of valuable time.

These platforms give you a clear way to sort, categorize, and search through materials pulled from email, shared drives, uploads, or client-provided records.

Strong document management features make it easier to group files, apply tags, highlight key passages, and keep everything organized as the matter grows. Many tools also surface patterns or connections that provide valuable insights during early strategy discussions.

Common examples of discovery support tools include:

  • eDiscovery software that handles large volumes of files and maintains consistent search results.
  • Document review tools with tagging, commenting, and filtering to speed up attorney and paralegal workflows.
  • Production preparation tools that assemble organized sets for service.
  • Analytics features that help identify themes, timelines, or communication trails.

With the right discovery support tools in place, teams gain a clearer path through large data sets and a more reliable way to organize discovery documents throughout litigation.

4. Communication and Collaboration

Law firm communication and collaboration tools make your day a lot easier when you’re working through an active case.

You probably deal with a heap of emails, quick side conversations, and documents passed around in different formats. Bringing all of that into one platform helps you stay organized and gives your team a clearer picture of what’s going on.

If you work in a larger firm or legal department, this becomes even more helpful since multiple people may touch the same matter at different points.

These tools let you share updates, talk through strategy, and keep conversations connected to the right case file. Clients benefit too, since communication feels more structured and easier for them to follow.

When everyone can find the information they need without digging through old messages, managing cases feels smoother, and you save time throughout the week.

Key features you might find useful include:

  • Secure messaging that keeps matter-related conversations in one spot
  • Shared document spaces so you don’t hunt for files
  • Tags or @-mentions that quickly loop in the right people
  • Client portals that make communication easier to track
  • Activity logs that show what’s been updated

5. Billing and Time Tracking

Legal billing and time-tracking tools help law firms stay on top of billable work without relying on spreadsheets or generic accounting software.

While general billing systems can handle invoices and basic bookkeeping, they rarely match the way legal teams record time, tag tasks, or capture work tied to specific matters.

On the other hand, legal tools built into litigation support software take those needs into account. They give you a clearer picture of your hours and the value of the work you’re doing.

Time-tracking software designed for litigation lets you record work as it happens, associate each entry with the right matter, and keep an accurate record of everything from drafting to discovery preparation.

You don’t have to guess what you worked on at the end of the day, and you’re less likely to miss billable work that should have been captured.

On the billing side, legal-specific systems help produce invoices that match client expectations, matter structures, and standard formats for litigation work. They also make it easier to review entries, organize them by matter, and send polished invoices with fewer edits.

What Are the Benefits of Litigation Management Software?

You can probably tell what the main advantages look like after seeing all the different types of tools a litigation management system can include. Still, it helps to step back and look at the overarching benefits that show up once everything sits in one coordinated place.

Here are some of the benefits you’ll notice:

  • Less admin work: Routine steps take less time, which leaves you with more hours for legal analysis and client needs.
  • Better oversight of deadlines: Every important date stays visible, and each matter has a clear timeline you can rely on.
  • Stronger support for complex matters: Large volumes of documents and moving parts stay organized, which can help you keep steady progress.
  • Faster access to information: Key notes and case documents appear quickly, so you can make earlier, more informed decisions.
  • Smoother collaboration: Attorneys, paralegals, and staff work from the same information without extra back-and-forth.
  • More consistent work product: Templates and structured workflows help your team produce aligned and reliable documents.

Once everything fits together, the workflow feels lighter, and your attention shifts naturally toward the work that drives case outcomes.

What to Consider Before Choosing a Platform

Choosing the right platform gets easier once you’ve seen what these tools can do and how the benefits line up with your daily work. All that’s left are a few practical considerations to help narrow the list and point you toward a setup that fits your team’s needs:

Ease of Use and Learning Curve

Choose software that your team can understand without long training sessions. A smoother learning curve means everyone can start using the core features quickly, which keeps the transition from disrupting your cases.

If a platform feels intuitive from the start, adoption tends to go faster, and fewer questions pile up later.

Primary Functions Your Team Relies On

Every litigation team handles tasks a little differently, so pay attention to the features your workflow depends on. Some tools focus on case organization while others revolve around discovery or document creation.

Picking a platform that supports your daily responsibilities makes the system feel like a natural extension of your work.

Cloud-Based Storage and Mobility

Access to key documents across devices helps you stay productive even as you move between the office, home, and court.

Secure cloud-based legal software also reduces the risk of misplaced files and keeps important materials within reach whenever you need them.

Team Collaboration Needs

If multiple people contribute to a matter, look for features that keep everyone aligned.

Tools that connect comments, tasks, updates, and documents in one space help reduce confusion and keep the whole team moving in the same direction.

Scalability and Future Growth

Your needs today may not be the same a year from now. A platform that grows with your caseload or team size gives you more stability over time.

Plus, it saves you from switching systems later when your practice becomes busier or more specialized.

Security and Compliance Requirements

Legal work depends on trust, so data protection matters. Choose software that treats security as a priority, with safeguards that protect sensitive files and keep your practice aligned with professional standards.

How Briefpoint Fits Into a Modern Litigation Workflow

Litigation management software gives your team a clearer, more organized way to handle the moving parts of a case, from document handling to collaboration.

When it comes to drafting court documents and keeping work aligned with court rules, Briefpoint stands out as one of the best options for teams looking to modernize their workflow.

Briefpoint

Briefpoint is a specialized tool designed to take the most repetitive steps off your schedule, which means you can focus on valuable work that moves a case forward.

With features that support discovery drafting, client response collection, and automated formatting, Briefpoint helps you maintain consistency and keep documents ready for review and service.

For teams that want a faster, more predictable process across multiple matters, it brings the kind of support that pairs naturally with your existing systems.

If you’re ready to upgrade the way you handle litigation tasks, Briefpoint makes the transition easy.

Book a demo today.

FAQs About Litigation Management Software

How does litigation management software help civil litigators stay organized?

Most platforms bring documents, tasks, notes, and timelines into one place so you’re not switching between scattered tools. This helps you stay on top of court dates, filing deadlines, and updates throughout the case lifecycle.

Can this type of software support case strategy, or is it mainly administrative?

It does both. By automating routine tasks and reducing time-consuming steps, you get more space for case analysis and higher-value work. Clearer access to information also gives you a better foundation for early planning and decision-making.

Does litigation software improve team communication?

Yes. Many systems offer shared workspaces, comments, and matter-specific messaging that help everyone stay on the same page. This leads to more seamless collaboration and fewer missed updates, especially when multiple people touch the same file.

Is a cloud-based platform important for litigation work?

A secure platform on the cloud can make a big difference. A cloud setup keeps court documents, electronically stored information, and key notes accessible wherever you’re working, which helps with improved efficiency and stronger client relationships. Case management software with reliable cloud access also makes civil litigation software easier to use during busy periods or while working remotely.

The information provided on this website does not, and is not intended to, constitute legal advice; instead, all information, content, and materials available on this site are for general informational purposes only. Information on this website may not constitute the most up-to-date legal or other information.

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

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How Legal Technology Software Supports Your Everyday Work

How Legal Technology Software Supports Your Everyday Work

If you’ve been feeling like legal work keeps getting more digital, you’re right.

Legal tech software has grown into a core part of how modern teams operate. Everything from case management to document automation now lives in tools built to support the way legal professionals actually work.

Of course, you don’t need every tool on the market, but having the right mix can make your workflow feel steadier and your information easier to manage.

In the guide below, you’ll get a clear look at the major categories of legal tech, what each one does, and how they fit together.

What Is Legal Technology Software?

Legal technology software covers a wide mix of tools that help law firms and legal professionals handle everyday work with less friction. It’s a broad category because legal processes vary so much from team to team.

One group may need help organizing matters, another may focus on legal document automation, and others may put more emphasis on research, communication, or billing. All of these fall under the same umbrella.

Most teams use legal tech software to keep daily tasks moving without relying on scattered systems or long manual steps. It gives you a clearer system for things like tracking information, storing documents, sharing updates, and handling the work that fills a typical day.

Some platforms are also built specifically for legal teams, while others come from general business software that adapts well to legal workflows. Either way, the common goal is to make it easier to manage information and stay organized.

As more legal work shifts online, these tools help create a setup that feels steady and predictable. They bring together the pieces of your practice in a way that lets you focus on the work that needs your attention, not the tools slowing you down.

Why Legal Tech Matters for Today’s Workflows

It’s hard to stay on top of everything when legal work keeps expanding, so it helps to have tools that take some pressure off your plate.

Here’s how modern legal tech tools support smoother workflows and give you more room to focus on the parts of legal practice that need your expertise.

Fewer Repetitive Tasks Slowing You Down

A lot of legal work gets eaten up by steps that feel small on their own but add up fairly quickly. Luckily, tools powered by generative AI can draft outlines, summarize long sections, or spot key language in legal documents so you don’t have to start from scratch.

A good example would be using an AI assistant to pull main deadlines from a contract before you dive into the fine print yourself.

Better Organization Across Your Files and Matters

Strong document management helps you keep everything in one platform rather than spread across emails and folders.

Here’s where you gain the most:

  • Faster access to files when you need them
  • Clearer version history
  • Less time spent searching

For corporate legal departments or busy litigation teams, that clarity makes a noticeable difference during high-volume periods.

Improved Security for Sensitive Information

Many platforms now come with robust security features like encryption, access controls, and detailed audit logs. This makes it easier to protect client information while keeping your team’s workflow steady.

Smoother Collaboration and Higher Client Satisfaction

Quick updates, shared workspaces, and easier communication help clients feel informed and supported.

When your team can work from the same information and update each other without delay, the overall experience becomes more consistent.

Tools That Handle the Heavy Lifting Behind the Scenes

Some tasks benefit from automation running quietly in the background. Billing entries, reminders, signature tracking, and document routing can all operate with minimal oversight. You get cleaner records and fewer chances for mistakes without extra effort.

Core Categories of Legal Technology Software

Legal tech software comes in many shapes, and each category solves a different kind of problem you deal with every week.

Here’s a simple breakdown to help you understand what each one brings to your workflow.

  • Practice management: Helps you organize matters, track legal tasks, manage calendars, and keep client communications in one place. Many platforms also include a client portal and options to help clients sign documents without extra steps.
  • Document management and automation: Keeps important files organized and gives you easy access to drafts, versions, and shared folders. Some tools use artificial intelligence and machine learning to handle repetitive formatting or generate quick summaries.
  • Contract management: Supports legal drafting, edits, approvals, and contract review in a single system. These tools help you see where an agreement stands and move it forward without losing track of changes.
  • Legal billing and accounting: Designed for accurate billing, billable hours tracking, generating invoices, and expense tracking. Many tools also help you get paid faster through built-in payment options.
  • Communication and collaboration: Helps your team coordinate tasks, share updates, and keep clients informed. Messaging, video calls, shared calendars, and client-facing spaces all fall here.
  • eDiscovery and research: eDiscovery tools for reviewing data collections and finding relevant case law without wading through countless files on your own.

How These Tools Work Together

Once you start seeing these categories side by side, it becomes clear how much smoother things feel when they support each other. Legal tech works best as a connected setup, not a group of isolated tools.

Take a look at how the pieces can fit together in a typical legal workflow.

A Steady Path From Client Intake to Case Details

Practice management tools collect client intake information, store case details, and keep everything organized from the start. When paired with document tools, you can upload new client materials immediately and link them to the right matter without digging around for folders.

For example: A new client fills out an intake form online, and their responses automatically appear in your system alongside the documents they upload.

Cleaner, Faster Document Review in Complex Legal Work

Document management systems and eDiscovery software work well together during heavy document review. A cloud-based platform gives you a central place to sort, tag, and search through large data sets, while research tools help you check authorities during analysis.

A few benefits you’ll notice:

  • Less backtracking between systems
  • A clearer view of what still needs attention
  • Easier collaboration when multiple reviewers step in

Smoother Communication and Collaboration Across Your Team

Communication tools connect everything by helping your team share updates and stay aligned. When your messages, files, and tasks all live within connected systems, there’s less room for confusion and fewer duplicate efforts.

Think of a scenario where your team flags a contract issue directly inside your contract management tool, then discusses it in your collaboration app without losing the context.

A More Predictable Workflow for Busy Teams

When your tools share information, your workload feels steadier and easier to manage. Tasks flow from one stage to the next without as many pauses.

A few things become noticeably smoother:

  • Assigning tasks based on real-time case details
  • Moving documents from review to approval without extra uploading
  • Keeping everyone aligned during fast-moving matters

For example, a contract routed for approval in your contract management tool can automatically trigger a task in your practice management system, which then gives the right person a clear next step.

This kind of connected workflow helps teams stay efficient during busy periods and reduces the friction that normally shows up during complex legal work.

How to Choose the Right Legal Tech for Your Needs

The easiest way to choose legal tech is to look at what actually slows you down and match tools to those gaps. A good setup should support the whole process, feel cost-effective, and give you back time that can be spent practicing law rather than dealing with manual tasks.

Here’s a simple way to work through the selection:

  • Pinpoint the tasks that take too long or pull you away from real legal work
  • Note the time-consuming and repetitive steps you want to reduce
  • Look for tools built to solve those specific issues
  • Consider software with AI technology
  • Compare options that fit your budget and firm size
  • Test each platform through a demo or trial to see how natural it feels
  • Make sure it connects smoothly with the tools you already use
  • Review the vendor’s training resources and support
  • Confirm that the tool helps you improve law firm efficiency

As you evaluate different options, focus on how each one will actually fit with the way you already practice. The right choice should remove friction, save valuable time, and make your overall process feel more manageable.

A Smarter Way to Support Litigation Work With Briefpoint

Legal technology works best when each tool handles a part of your workload that normally feels slow or repetitive.

Practice management, research platforms, billing systems, and eDiscovery tools all play a role, but litigation teams often need something extra — a way to move through discovery documents without sinking hours into formatting and repetitive drafting.

Briefpoint AI Homepage

That’s where Briefpoint fits naturally into your setup. With Autodoc, which helps handle formatting tasks and document cleanup, Briefpoint gives you the automation power you need during discovery.

It automates the creation of discovery documents with AI-powered precision to give you a smoother path through tasks that usually take far too long. You get clean, ready-to-use drafts, consistent formatting, and fewer manual steps pulling you away from real legal work.

If you’re building a more modern, efficient workflow, Briefpoint is one of the easiest upgrades you can make. It supports the tools you already use, takes pressure off your schedule, and gives your team more room to focus on case strategy rather than routine drafting.

Book a demo today!

FAQs About Legal Technology Software

What is the most common legal software?

Practice management software is one of the most widely used tools in the legal profession. It helps organize matters, track tasks, manage deadlines, and support smoother client interactions. Many teams rely on it because it brings structure to everyday work and makes it easier to stay organized.

What is an example of legal technology?

A legal research platform is a good example. It helps lawyers find case law, review authorities, and make informed decisions without spending unnecessary time sorting through scattered sources. Tools like this support the delivery of top-notch services while giving legal teams clearer, more actionable insights.

What’s the best legal AI tool?

There isn’t a single “best” option because needs vary between teams. Some look for drafting support, others focus on analytics or research help. The most effective legal AI tools fit naturally into how you and your lawyers work, reduce manual tasks, and give you more time practicing law.

How does legal tech help improve efficiency?

Legal technology gives you full control over your workflow. It removes repetitive steps, keeps information in one place, and cuts down on administrative work that slows lawyers down. With the right setup, teams deliver legal services more smoothly, manage cases easily, and maintain a stronger competitive edge.

How does legal tech support better client service?

Many tools in the legal industry focus on clearer communication, faster updates, and more organized information, all of which help clients feel supported. When your systems handle scheduling, document sharing, and routine updates smoothly, you can focus on providing tools and guidance that matter most to the client.

The information provided on this website does not, and is not intended to, constitute legal advice; instead, all information, content, and materials available on this site are for general informational purposes only. Information on this website may not constitute the most up-to-date legal or other information.

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

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5 Best Legal Project Management Software to Choose From

5 Best Legal Project Management Software to Choose From

Legal work comes with a lot of moving parts, and it’s surprisingly easy for tasks, documents, and deadlines to get out of sync. At some point, most teams realize they need something more organized.

Legal project management software offers a cleaner way to keep everything in order so your cases progress without unnecessary stress.

This guide gives you a straightforward look at the tools that help legal teams stay organized, coordinate work, and manage matters with a bit more breathing room. You’ll see what each platform offers, how it supports daily workflows, and why these systems have become so popular across the legal field.

Let’s walk through the options and find the ones that fit your practice best.

What Is Legal Project Management Software?

Legal project management software brings your tasks, deadlines, case details, and other important information into one organized system.

Many legal professionals use these platforms to keep matters moving without dealing with scattered emails or mismatched notes. Everything sits in a single place, which makes it easier to understand what needs attention and what’s already on track.

These tools help with tasks like:

  • Scheduling
  • Task assignments
  • Progress tracking
  • Document sharing
  • Team coordination

Law firms often use legal management software to keep workloads balanced and make sure no one loses sight of important steps in a matter. It also supports budgeting, client expectations, and recurring processes that show up in different cases.

Strong legal project management tools give legal teams a clearer view of who’s doing what, how far along each task is, and where timelines might need adjustment. When used correctly, the overall workflow becomes more predictable and easier to manage.

For busy teams handling multiple matters at once, having that structure can make day-to-day work feel smoother and far less chaotic.

If you want the document-heavy part of your workflow to feel just as organized, Briefpoint can help you cut down the time you spend drafting, formatting, and preparing discovery responses. Book a demo today.

Why Should You Be Using Legal Project Management Software?

To reiterate, legal project management software helps legal firms keep matters organized, track moving pieces, and maintain steady progress across cases.

Many attorneys deal with shifting priorities and constant communication, so having a good project management tool gives the entire team a shared system that cuts down on disorganization and manual tracking.

Here’s why these platforms make such a difference in the legal sector:

  • Greater visibility across matters: Everyone sees deadlines, task status, and upcoming steps easily.
  • Clear task ownership: Legal work moves faster when responsibilities are assigned and easy to follow.
  • More predictable schedules: Deadlines, milestones, and reminders help attorneys stay ahead of busy calendars.
  • Smoother legal workflows: Routine steps, recurring tasks, and matter stages stay consistent from case to case.
  • Better resource planning: Legal practice management software helps teams balance workloads and avoid bottlenecks.
  • Improved client service: Organized communication and timely updates naturally raise client satisfaction.
  • Fewer manual processes: Centralized information reduces the time spent tracking work in spreadsheets or scattered notes.

Legal teams that rely on structured project coordination often feel more in control of their caseloads, especially when managing multiple matters at once.

Top 5 Legal Project Management Software

Choosing the right platform can shape how smoothly your cases move from start to finish. To help you narrow things down, here’s a quick look at five legal project management tools many teams rely on when they want clearer workflows and better day-to-day organization.

1. PracticePanther

PracticePanther offers a flexible workspace that suits legal departments, small firms, and growing teams managing complex projects.

It brings together tasks, documents, deadlines, and communication so you’re not jumping between different systems to keep matters organized.

PracticePanther dashboard

Source: G2

Many legal professionals appreciate that it adapts easily. You can set up project templates, build custom workflows, and shape the platform around how your team already handles legal processes.

The overall feel is structured without being rigid, which helps legal work move with fewer hiccups.

Best Features

  • Custom workflows: Build matter stages and automated actions that match your internal steps and support consistent legal workflows.
  • Project templates: Create reusable templates for cases you handle often, making it easier to set up new matters with the right structure.
  • Document management: Store, manage, and share documents in one place so the entire team always knows where to find key files.
  • Task and deadline tracking: Assign tasks, stay ahead of due dates, and follow progress from one dashboard.
  • Integrations with other tools: Connect calendars, email platforms, accounting systems, and other tools to keep your workspace connected.

Pros

  • Simple setup that helps teams get organized without a long learning curve
  • Strong customization options for different practice areas
  • Helpful document features for large matters and ongoing projects
  • Clear visibility into workloads across the entire team
  • Good balance of usability and power for firms in the legal industry

2. MyCase

MyCase offers a more guided way to manage matters, tasks, and communication, especially if your team wants something organized but not overwhelming.

Mycase

Source: G2

The platform focuses on keeping your work structured from the moment a case opens. It gives you a clear place to track actionable tasks, store legal documents, and stay aligned with your team throughout each matter.

You might like how naturally it supports case management while still giving you project-focused tools that help everyone keep pace with deadlines and daily responsibilities.

Best Features

  • Actionable task management: Break down work into clear, trackable steps so nothing gets overlooked.
  • Centralized case management: Keep client details, deadlines, notes, and progress in one easy-to-follow system.
  • Document storage and sharing: Organize legal documents, research files, and matter-related materials in a single hub.
  • Built-in communication tools: Coordinate with your team and clients without relying on outside apps.
  • Workflow tools: Use structured steps that help streamline workflows and keep matters moving predictably.

Pros

  • Clean interface that enables users to work efficiently
  • Reliable document tools for busy practices and small firms
  • Helpful law firm communication features for both internal and client updates
  • Strong case organization that keeps everything accessible
  • Secure platform that supports consistent, organized project work

3. Clio Manage

Clio Manage gives legal teams a structured way to handle matters, track work, and coordinate daily activity without bouncing between multiple systems.

Clio

Source: G2

It combines client intake, task management, time tracking, and collaboration tools in one place. With that, your team can always have a steady flow of information as cases progress.

The platform also makes it easy to sync data from your calendar, email, and other apps you rely on, and the real-time dashboards offer a quick read on law firm productivity and upcoming deadlines. It’s a practical setup for teams that want a clearer rhythm to their work.

Best Features

  • Client intake tools: Capture new client information smoothly and move it straight into your matters.
  • Time tracking: Track billable and non-billable time as you work, with options to log entries from multiple devices.
  • Team collaboration: Share updates, assign tasks, and keep the flow of information steady across your team.
  • Real-time dashboards: See performance metrics, matter progress, and upcoming deadlines instantly.
  • Customizable workflows: Set up processes that match how your firm operates and improve daily efficiency.

Pros

  • Strong time tracking for accurate legal billing
  • Helpful intake tools that support new client onboarding
  • Clear dashboards for quick insight into active matters
  • Smooth collaboration across different practice roles
  • Easy integrations that keep your data synced and organized

4. Smartsheet

Smartsheet works well for legal teams that want a flexible, spreadsheet-style workspace without feeling stuck in traditional grids. It gives you an easy way to organize tasks, capture information through custom fields, and track progress across matters or internal projects.

smartsheet

Source: G2

Staff members can add status updates, attach documents, and monitor deadlines in a layout that feels familiar but far more structured than a basic spreadsheet.

It’s often used by legal operations teams that want a clear view of business performance while keeping day-to-day work organized.

Best Features

  • Custom fields: Build the exact data structure you need for matters, tasks, or internal processes.
  • Status tracking: Follow progress in real time with color-coded updates and clear task ownership.
  • Dashboards: Pull together key information to quickly assess workload, deadlines, and priorities.
  • Automated alerts: Receive notifications when tasks change, deadlines shift, or updates are added.
  • Flexible views: Switch between grid, calendar, Gantt, and card views based on how you prefer to see your work.

Pros

  • Familiar layout that’s easy for staff members to adopt
  • Strong tracking tools for monitoring progress across multiple projects
  • Helpful dashboards for a quick read on business performance
  • Good flexibility for teams that juggle different types of work
  • Clear status updates that keep everyone aligned on next steps

5. Filevine

Filevine offers a structured workspace that helps legal teams manage cases with fewer scattered updates and a lot more clarity. The platform keeps your tasks, documents, notes, and communication in one place, so important details stay connected as a matter progresses.

FileVine

Source: G2

Its customization options are a standout, too. You can shape legal workflows, store legal briefs in organized folders, and save notes directly inside each file without losing track of information.

For teams looking to increase productivity and maintain a steady rhythm across their workload, it provides a dependable setup.

Best Features

  • Customized workflows: Create processes that match the way your practice handles matters from start to finish.
  • Document handling for legal briefs: Keep briefs, case files, and supporting documents neatly organized.
  • In-matter notes: Save notes right where they belong so key points are easy to find later.
  • Collaboration tools: Share updates, assign tasks, and keep everyone on the same page.
  • Reporting tools: Review performance trends and workload insights without manual data gathering.

Pros

  • Flexible workflow options suited to different practice areas
  • Convenient note-taking inside each matter
  • Solid document tools for briefs and related files
  • Clear task visibility for smoother team coordination
  • Useful reporting for tracking workload and performance

Why Briefpoint Complements the Best Project Management Software

Project management platforms keep your matters organized, but they don’t handle the document-intensive side of discovery and litigation workflows.

Briefpoint fills that gap by generating discovery documents for you, reducing manual drafting, and improving workflow efficiency where legal teams often lose the most time.

And with Autodoc, you get an even smoother lift. It takes the routine formatting, labeling, Bates numbering, and structure-based tasks off your plate. You get cleaner documents, faster turnaround, and a process that feels far more manageable.

Briefpoint AI Homepage

Project tools manage the structure of your work; Briefpoint supports the substance. Together, they give you a smoother path through deadlines, requests, and the back-and-forth that defines discovery.

It’s a practical add-on for teams that want less friction in their document work and a more predictable pace during litigation.

If you’re ready to remove the most time-consuming part of your process, Briefpoint can help you get there.

Book a demo to see how it works in your practice.

FAQs About Legal Project Management Software

Who can use legal project management software?

These platforms aren’t just for attorneys. Support staff, paralegals, and anyone involved in case coordination can use them to stay organized and keep information flowing smoothly across the legal field.

How does this software help teams work smarter?

It centralizes tasks, deadlines, documents, and communication so your team avoids duplicate efforts and spends more time on meaningful work like legal research, client updates, and matter strategy.

Does legal project management software help with client communication?

Yes. Clear timelines, progress updates, and well-organized files make it easier to respond to a potential client or an existing one with accurate, timely information.

Do firms need a legal project manager to use these tools?

Not necessarily. A legal project manager can add structure, but most platforms are built so any team can adopt them, manage tasks, and keep cases moving without extra complexity.

The information provided on this website does not, and is not intended to, constitute legal advice; instead, all information, content, and materials available on this site are for general informational purposes only. Information on this website may not constitute the most up-to-date legal or other information.

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

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Everlaw vs. Relativity: How They Really Compare

Everlaw vs. Relativity: How They Really Compare

Choosing discovery software can feel like a big decision, especially when you’re comparing platforms that all claim to improve your workflow.

It helps to start with a clear view of what each tool actually does and how those differences affect the way your team works day to day.

Your purchasing decisions shouldn’t rely on guesswork, and understanding the innovation created by each platform gives you a better sense of which one you might ultimately select.

With that in mind, this guide walks you through Everlaw, Relativity, and Briefpoint so you can see how they compare in purpose, features, onboarding, and overall value.

What Is Everlaw?

Everlaw is a cloud-based eDiscovery software provider that helps legal teams search, organize, and review large sets of electronic documents in a single platform.

Everlaw

Source: G2

Essentially, it supports the full document review process and gives teams a way to move through big data collections without feeling buried in files.

Many users appreciate that Everlaw feels approachable, runs searches quickly, and offers a layout that doesn’t require weeks of training. In comparisons built on real user data, focused insights, and detailed feature ratings, it often stands out for ease of use and overall review speed.

What Is Relativity?

Relativity is one of the most widely known eDiscovery software platforms, often used for large or complex matters that call for advanced search, analytics, and review controls.

The platform gives legal teams a structured way to handle big data collections, run detailed searches, and manage document review from start to finish.

Relativity

Source: G2

Many organizations rely on Relativity because it supports deep customization and integrates well with existing legal workflows. Reviews that measure user satisfaction often include multiple data points tied to performance, ease of use, and individual vendor capabilities.

Some industry reports even aggregate emotional response ratings to produce a net emotional footprint, which helps understand the overall contract experience created through real usage.

What Is Briefpoint?

Briefpoint is an AI-powered document automation platform built to help litigation teams draft and serve discovery way faster than traditional methods.

It covers the full workflow for propounding and responding to discovery and gives firms a way to surface key elements across large sets of case files without hours of manual review.

Briefpoint

An important element of the platform is Autodoc, Briefpoint’s module that turns productions and case files into fully formatted, Bates-cited discovery responses in minutes. Autodoc handles the heavy lifting that many teams struggle with.

Upload the complaint, requests for production, and case files. Then, the system identifies responsive materials, maps them to each request, and generates Word-ready responses along with a Bates-numbered production package.

The trust-and-verify controls give reviewers clarity into where the tool searched and what it found, which allows teams to work through high-level metrics quickly while keeping full control before service.

Briefpoint as a whole goes beyond single-task automation. It propounds discovery from complaints, drafts objection-aware responses, supports client response collection, and offers a secure, structured workflow that many firms use as their central discovery hub.

Get a demo now.

Everlaw vs. Relativity vs. Briefpoint: The Key Differences You Should Know

Shopping for discovery tools can feel like a lot, especially when each platform claims to solve the same problems. This quick comparison gives you a clear view of what each one focuses on, so you can decide which direction makes the most sense for your workflow.

Main Purpose

Everlaw, Relativity, and Briefpoint each focus on a different part of the discovery process. That’s why it should be easier to see where they fit once you look at their core goals.

Everlaw centers on fast search, clear organization, and document review. Its main goal is to give legal professionals a way to sort through large data sets without feeling overloaded.

Relativity leans into customization. Teams that need flexible workflows or integrations often choose it because its particular product offerings can support complex, specialized projects.

Briefpoint focuses on drafting, responding, and producing discovery. Its document automation helps firms move from raw case files to finished work product quickly, which creates real business value for anyone who wants fewer manual steps and shorter turnaround times.

This approach saves hours (30+ per case) and produces cleaner deliverables.

Overall, each platform typically deliver­s benefits in different parts of the workflow, which gives you a straightforward way to decide which potential partners align with your priorities.

Best Features

Here’s a quick look at the strengths each platform brings to the table. This breakdown gives you a simple way to compare what matters most across the three lawyer tools.

Everlaw Best Features

  • Fast search across large data sets: Runs quick queries across your entire database to help teams find what they need without delays.
  • Visual review tools: Give reviewers a clear path through documents with timelines, notes, and simple navigation.
  • Collaboration features: Let teams comment, tag, and share insights to keep everyone aligned.
  • User-friendly layout: Designed to lower the learning curve for legal professionals who want clean, simple workflows.
  • High-level metrics: Offers reporting that helps teams compare high-level metrics across matters.

Relativity Best Features

  • Deep customization: Supports advanced workflows for teams that want to tailor features to case needs.
  • Analytics and predictive coding: Helps prioritize legal documents and spot patterns early in review.
  • Robust integrations: Works well with other systems used by large organizations.
  • Detailed end-user information: Provides activity tracking and logs that support defensible processes.
  • Proprietary evaluation methodology: Backed by industry reviews that measure overall user sentiment and long-term satisfaction.

Briefpoint Best Features

  • Autodoc for drafting and production: Turns case files into Bates-cited Word responses and production packages in minutes.
  • Objection-aware drafting: Generates clean, consistent discovery documents that reduce manual edits.
  • Client response collection: Translates interrogatories into plain English so clients answer faster.
  • Full eDiscovery workflow: Covers both propounding and responding, which offers more than strong features alone by removing entire steps.
  • Significant impact on workload: Cuts hours of manual drafting, which strengthens the vendor-client relationship and simplifies conflict resolution created during busy cases.
  • Plain-language client tools: Make client input faster, more accurate, and easier to manage across busy matters.
  • Structured verification controls: Shows exactly where Autodoc searched, so teams keep full control before service.

Who It’s Best For

Everlaw works well for teams that want a simple user interface, fast search, and a review environment that feels easy to pick up.

It’s a good fit for firms that want an eDiscovery platform focused on organization and clarity rather than deep customization. If your priority is review efficiency and quick onboarding, Everlaw usually fits that profile.

On the other hand, Relativity suits teams that handle complex matters, need flexibility, or rely on workflows that involve multiple aspects of data management.

Larger firms and litigation groups often choose it because they want a comprehensive overview of case activity and a granular comparison of product effectiveness across different projects.

Basically, many organizations look at Relativity when software satisfaction depends on customization and structured controls.

Briefpoint is ideal for firms that want fast drafting, consistent responses, and a smoother path from raw documents to finished work product. The service experience created through Autodoc appeals to teams that need reliable turnaround times and fewer manual steps.

Briefpoint works especially well for practices that want legal automation across propounding, responding, and client response collection. 

If your goal is speed, accuracy, and a tool that completes the work most platforms leave to the user, Briefpoint is often the most practical choice.

Learning Curve and Onboarding

Getting a new platform into your workflow should feel manageable, not overwhelming, so it helps to understand how each tool handles those first few days.

Everlaw is usually the easiest starting point for most legal teams. The layout feels familiar, the core actions are clear, and users often move through the basics without formal training.

Relativity asks for more time and planning. The platform gives you a lot of control, which means onboarding becomes a deeper process. Teams usually benefit from guided setup or internal admins who can configure workspaces and permissions.

This style works best for firms that want power and flexibility and don’t mind a longer path before everything feels natural.

Meanwhile, Briefpoint focuses on quick adoption. Uploads, drafting steps, and Autodoc workflows follow a simple sequence, so new users usually build confidence within minutes.

Many teams describe the customer experience as smooth because they can test real cases almost immediately.

A comprehensive assessment of all three tools shows that onboarding influences user feelings in the early stages, and understanding prior team habits helps you choose a platform that aligns with your expectations for continuous improvement and overall software performance.

What Briefpoint Offers That Everlaw and Relativity Don’t

Each platform brings something different to the table, but the real question is which one actually solves the problems your team deals with every week.

Everlaw helps with straightforward review, and Relativity supports complex, highly customized projects, but neither finishes the legal drafting or production work that usually eats up the most time.

If your goal is faster turnaround, fewer manual steps, and clear work product from the start, Briefpoint stands out as the option that reshapes the entire experience.

Briefpoint AI Homepage

Briefpoint handles the part of discovery most platforms leave behind: getting from raw documents to ready-to-serve responses.

Autodoc, objection-aware drafting, and client response tools give you immediate wins, and the service experience created across the workflow helps teams move faster with less stress.

So ask yourself: which tool gives you time back, not just more features to manage? For many teams, that makes the answer obvious.

Book a demo to see how Briefpoint can support your practice.

FAQs About Everlaw vs. Relativity

Is Everlaw a good company?

Everlaw is a well-known software vendor in the eDiscovery space, and many teams view it as reliable for review work. High-level user sentiment from public feedback shows that people often like its speed and clean interface. The information collected illustrates that most users view the platform as approachable, especially for teams that want fast search and organized review.

What is the best eDiscovery software?

The best choice depends on your workflow. Everlaw and Relativity typically deliver strong review and data-management capabilities, while Briefpoint covers the drafting and production side and covers major gaps that other platforms leave out. For a prospective buyer who wants automation and finished work product quickly, Briefpoint often becomes the most practical option.

Is RelativityOne legit?

Yes. RelativityOne is widely used, especially in larger matters. Users often mention that detailed metrics and reporting help them evaluate case progress and understand interactions created across teams. The platform supports complex workflows, which appeals to organizations that want structure and control.

How do users feel about the vendor relationship with these tools?

Feedback suggests that experiences vary. Some teams want simple onboarding, while others want direct support for advanced setups. Reviews touching on next overall feature satisfaction and next conflict resolution often highlight how quickly vendors respond to questions and how smooth the long-term relationship feels.

Which platform has the best user satisfaction?

User satisfaction depends on priorities. Everlaw earns positive notes for ease of use, Relativity for flexibility, and Briefpoint for product effectiveness and speed. If your focus is fast drafting and clear deliverables, Briefpoint often receives the strongest comments.

The information provided on this website does not, and is not intended to, constitute legal advice; instead, all information, content, and materials available on this site are for general informational purposes only. Information on this website may not constitute the most up-to-date legal or other information.

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

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What Is Legal Software? (Types, Benefits, & Tips)

What Is Legal Software? (Types, Benefits, & Tips)

Legal work can be demanding enough without tools that slow you down. The right software should simplify daily tasks and keep your firm organized while improving your workflow.

Legal software includes all the tools law firms and legal professionals use to manage their work efficiently; everything from billing and research platforms to full case and discovery management systems.

You may have seen guides on legal software for small law firms, but today’s options go far beyond that. They’re built for practices of every size, including corporate legal departments and multi-office firms.

In this article, we’ll look at the main types of legal software, what they do, and how the right setup can give your firm a better way to operate.

Legal Software Explained

Legal software is a broad term that covers the many tools law firms and legal professionals use to manage their work. It’s too wide-ranging to have one precise definition because it includes everything from legal research tools to full-scale case management systems.

Legal software programs are designed to make daily legal work faster, more organized, and easier to manage. They help with everything, including tracking deadlines, storing documents, reviewing discovery data, communicating with clients, and so much more.

For most law firms, these tools form the backbone of modern legal operations. They replace stacks of paper files with searchable databases, connect teams across departments, and simplify tasks that once took hours.

Whether you’re a solo attorney or part of a large firm, having the right software setup can reshape how efficiently you work.

7 Types of Legal Software

Legal software comes in many forms, each built to handle a different part of running a law firm. Here are the main types of tools legal professionals rely on to manage their daily work efficiently.

1. Law Practice Management Software

Legal practice management software is perhaps the most common type of law firm software. While not every firm has a complete tech stack, nearly all use some version of this system to organize their work.

This kind of software acts as a centralized system. It allows legal professionals to manage clients, cases, documents, calendars, and billing in one place. In other words, it ties together key legal processes, so attorneys can spend less time on administration.

Common features include:

  • Client and case management
  • Time and expense tracking
  • Document storage and organization
  • Calendar and deadline management
  • Integrated billing and invoicing
  • Secure client communication portals
  • Reporting and performance dashboards

Modern legal practice management software often connects with tools for email, accounting, and cloud storage. This creates a single workspace that keeps everything in sync. For growing firms, this structure helps maintain consistency and supports smoother collaboration across teams.

2. Legal Case Management Software

Case management software focuses specifically on managing the details of each legal matter. Generally, it offers more depth than general law practice management tools.

While legal practice management software organizes the overall operations of a firm, legal case management platforms handle the finer points of active cases, such as deadlines, filings, communications, and evidence, in a centralized location.

You can think of it as the project management side of a legal practice. It keeps every case moving efficiently by tracking progress, assigning tasks, and maintaining complete records of what’s been done and what’s next.

Many systems also connect to document management and billing tools for a seamless workflow.

Other common features include:

  • Matter management and case tracking
  • Task and project management tools
  • Centralized document and correspondence storage
  • Automated deadline and hearing reminders
  • Customizable case templates and workflows
  • Collaboration tools for teams and clients
  • Secure access controls and audit trails

Case management software helps firms of all sizes stay organized and consistent across multiple cases. It ensures that everything lives in one secure space, so it’s easier for attorneys and staff to coordinate efforts and maintain accountability.

3. Legal Billing Software

Legal billing software is designed specifically for how law firms operate. General billing tools can handle invoices and payments, but they often miss key features tied to billable hours, trust accounting, and client-specific reporting.

With this kind of legal tech, firms can track time, record expenses, and send invoices from one secure platform. Plus, it captures every billable minute, links it to the right matter, and helps with collecting payments faster through online billing or automated reminders.

Meanwhile, built-in financial reporting gives partners a clear view of cash flow, outstanding balances, and overall firm performance. This can help drive increased revenue and smarter decision-making.

For example, a small litigation firm might use billing software to automatically track time spent drafting motions or attending hearings.

When the work is done, the software generates an itemized invoice that complies with client billing guidelines. Clients can pay directly through a secure portal, while the system updates the firm’s records instantly.

Automation like this can save hours each week and eliminate manual errors, which, in turn, can give attorneys more time to focus on their cases and clients.

4. Legal Research Tools

Legal research tools make finding information faster and far less frustrating. Instead of digging through endless books or tabs, you can search for legal data in one organized place.

These platforms also use legal technology to sort, filter, and connect information that would otherwise take hours to piece together.

Many law societies now recommend or provide access to these tools because they help lawyers work more efficiently and confidently. They also reduce the risk of missing key precedents or recent updates that could affect a case.

The right legal software depends on what you do. If your focus is on the litigation process, you’ll want tools that highlight case histories and judgments. If you work in corporate law, access to regulatory databases might matter more.

Either way, research tools simplify complex searches and make it easier to back your arguments with the strongest sources available.

5. eDiscovery Software

eDiscovery software helps law firms manage the growing amount of digital evidence involved in modern cases. It’s a software solution built for data management, giving many lawyers the ability to collect, process, and review massive sets of information efficiently and accurately.

Electronically stored information (ESI) often includes:

  • Emails
  • Documents and PDFs
  • Spreadsheets
  • Instant messages and chat transcripts
  • Audio or video recordings
  • Databases or archives

These tools organize, search, and filter ESI so you can identify what’s relevant faster. Automated review features increase efficiency and cut down on repetitive manual work, which saves valuable time during the discovery process.

6. Document Management Software

Document management software keeps every file in one organized, secure place. In the legal industry, it’s the go-to tool for storing and managing client intake documents, contracts, and other case materials.

Legal teams and legal departments often deal with thousands of Word documents, PDFs, and scanned files each month. With version control, everyone can see who made edits, when they happened, and which file is current. That keeps collaboration smooth and prevents mix-ups.

Data security is another major benefit. Built-in encryption and reliable data storage protect sensitive client information from leaks or accidental deletion.

7. Communication Tools

Every law firm runs on communication, and the right tools make it much easier to keep everyone on the same page.

Modern platforms bring messaging, meetings, and file sharing into one space. This way, legal teams, staff, and key stakeholders can stay connected without chasing emails or switching apps.

Look for collaborative features that fit the way your team works, such as:

  • Secure chat and video calls for quick discussions
  • Shared calendars to keep track of deadlines and meetings
  • Task boards for assigning and monitoring work
  • File sharing linked to cases or matters
  • Client portals that make communication and document exchange simple

These law firm communication tools support internal coordination and help strengthen client relationships. Clients appreciate having a secure, convenient place to check updates or send documents when needed.

If your firm’s operations feel scattered across too many channels, a unified communication system can pull everything together.

What Kind of Tech Stack Do You Need?

Not sure what kind of tools your team needs? Here’s how to choose the best legal software for your team and make it blend seamlessly with your existing software and internal processes.

Start With Core Management Tools

Every firm needs a strong foundation for handling cases, clients, and legal documents. So, start with practice and case management software that keeps everything in one place. A solid core system sets the stage for better coordination across the firm.

Add Billing and Accounting Integration

Financial accuracy matters just as much as legal accuracy. Integrating billing and accounting software reduces errors and saves time on administrative tasks.

Plus, automated invoicing, time tracking, and trust accounting can improve cash flow and make financial reporting more transparent.

Use Automation to Save Time

Firms that automate legal processes gain hours back every week. Workflow automation tools that auto-fill forms, schedule reminders, or generate reports reduce repetitive work so your team can focus on delivering high-quality legal services.

Even simple automation, like client intake forms or document templates, can have a big impact.

Choose a Platform That Works Together

Your software platform should integrate smoothly with the tools you already use. Disconnected systems slow everyone down, while connected ones keep information flowing easily between case files, billing, and communication tools.

Focus On Growth and Usability

The best tech stack scales with your firm. Choose tools that are easy to learn, flexible to customize, and secure enough to handle expansion.

A well-structured system not only improves daily efficiency but also boosts your firm’s productivity and creates measurable key benefits, like faster turnaround times and better collaboration.

What Are the Benefits of Good Legal Software?

Whether you’re part of a large team or one of many solo practitioners building a client base, the right tools can take pressure off the most time-consuming tasks so you can focus on actual legal work.

Here’s what you can expect:

  • Better efficiency: Routine work like billing, scheduling, and document prep runs automatically, which can give you back hours every week.
  • Stronger organization: Everything lives in one secure, searchable space.
  • Tighter security: A reliable software provider protects client data with encryption and controlled access, so sensitive files stay private.
  • Smoother collaboration: Whether you’re working with colleagues or clients, shared access keeps everyone on the same page without endless email threads.
  • Room to grow: Scalable tools adapt as your caseload or team expands, so you never outgrow your setup.
  • Clearer insight: Reporting tools reveal patterns in performance, billing, and law firm productivity, to help you make smarter business decisions.

Why Briefpoint Belongs in Your Legal Toolkit

How much time do you spend drafting the same types of documents? How often do late nights come from repetitive work that software could handle in minutes?

That’s the reality many lawyers face and the reason tools like Briefpoint exist.

Briefpoint

With Briefpoint and its new Autodoc feature, you can cut weeks of manual review, formatting, and Bates labeling down to minutes, all while keeping full control and transparency over your work.

Autodoc automatically finds responsive documents, generates Bates-cited Word responses, and packages productions that are ready to serve.

Curious what that looks like in practice? Book a demo with Briefpoint now

FAQs About What Is Legal Software

Which legal software is the best?

The best law firm software depends on your firm’s size, practice area, and goals. Some firms prefer all-in-one platforms that handle billing, case management, and communication, while others choose specialized tools for research or discovery. The key is choosing software that supports productivity and improves client satisfaction.

What is the legal definition of software?

In a legal context, software refers to a set of coded instructions that perform specific tasks on a computer or system. Legal software applies this idea to law-related work, helping attorneys manage documents, automate tasks, and organize cases more efficiently.

What is legal software called?

Legal software can fall under several names depending on its purpose: case management systems, eDiscovery tools, or practice management platforms, for example. Most modern tools now include artificial intelligence to process data and predict patterns that support decision-making.

How much does legal software cost?

Pricing varies widely based on features and user count. Some new software options start at under $100 per user per month, while enterprise-level systems can reach several hundred thousand dollars. The right investment can strengthen workflows, improve collaboration, and directly impact your firm’s success as new technology continues to evolve.

The information provided on this website does not, and is not intended to, constitute legal advice; instead, all information, content, and materials available on this site are for general informational purposes only. Information on this website may not constitute the most up-to-date legal or other information.

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

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5 Bates Numbering Software Options For The Legal Industry

5 Bates Numbering Software Options For The Legal Industry

Bates numbering has been part of legal work for decades. What began as a manual stamping method is now handled through software that can number thousands of pages in seconds.

For law firms, the ability to assign unique identifiers to every page isn’t optional. It’s how teams keep cases organized and easy to reference.

Bates numbering software takes this process digital. It applies page numbers, prefixes, or codes to entire document sets. This, in turn, makes it simple to cite evidence, share files, and stay consistent across a case.

The shift from stamping machines to automated tools means less time spent on repetitive tasks and fewer mistakes in production.

In this article, we’ll explain what Bates numbering tools are, why they’re valuable for legal teams, and which programs stand out in 2026.

What is a Bates Numbering Tool?

A Bates numbering tool is software used to add unique identifiers, called Bates numbers, to pages in PDF documents. This process, sometimes known as Bates stamping, helps legal teams keep thousands of pages organized and easy to reference.

So, instead of flipping through stacks of paper, legal professionals can quickly locate the exact page they need during discovery, trial, or client work.

With a Bates numbering tool, you can apply custom numbers, prefixes, suffixes, or dates to each page, which makes it simple to track documents across a case. The numbers are placed digitally, so you can edit, batch-process, and format them as needed.

Key features include:

  • Adding sequential Bates numbers to large sets of legal documents
  • Using custom numbers like client codes or case IDs
  • Choosing the placement of numbers on the page (top, bottom, left, right)
  • Batch numbering across multiple PDF documents at once

In short, a Bates numbering tool saves time, reduces errors, and gives law firms a reliable system to reference every page in their files.

Let’s take a closer look at the advantages you can expect.

What Are the Benefits of Bates Numbering Software?

Managing thousands of PDF pages can get overwhelming, especially when working on discovery or preparing evidence. 

Bates numbering software helps by giving you an easy, intuitive way to add Bates numbers across a single document or even multiple PDF files at the same time.

So, rather than manually stamping every page, you can apply consistent numbering in just a few clicks.

Here are some key benefits:

  • Save time: Number large sets of documents in minutes instead of hours.
  • Stay accurate: No skipped pages or duplicate numbers thanks to automatic sequencing.
  • Customize the format: Adjust the numbering format, add prefixes or suffixes, and adapt to your specific needs.
  • Batch processing: Apply numbering to multiple PDF files at once or just a single document.
  • Better organization: Clear numbering makes it simple to follow and reference files during legal work.
  • Professional results: Clean, uniform stamping that shows preparation and attention to detail.

With these features, Bates numbering software makes it much easier to organize case files, customize numbering, and keep everything consistent across your documents.

5 Best Bates Numbering Software As of 2026

Now that we’ve covered the main benefits of using Bates numbering software, the next step is choosing the right tool. Not every program offers the same features. Some are built specifically for legal professionals, while others are general PDF tools with Bates stamping added in.

To help narrow it down, here are five of the best options in 2026, each with its own strengths depending on your specific needs.

1. Briefpoint Autodoc

Briefpoint Autodoc is changing how litigation teams handle discovery.

For years, lawyers and paralegals have spent countless hours reading through productions, tagging documents, drafting responses, and then manually applying Bates numbers. The process is slow, expensive, and prone to human error.

Autodoc presents a solution to this by automating every step.

briefpoint autodoc

Instead of assigning staff to review thousands of PDF pages, you upload your production set along with the RFPs. Autodoc then scans the production tree, finds responsive documents, and drafts complete responses with Bates stamping and page-level citations already in place.

In less than 10 seconds per request, you have a finished, court-ready package: the written responses, the Bates-stamped production, and the citations that tie it all together.

The difference is dramatic. Tasks that once took weeks of manual work are compressed into a single upload. That means your team spends more time on case strategy and less time on repetitive, error-prone discovery tasks.

Key Features

  • Automated RFP drafting: Instantly generates responses to every request for production.
  • Bates numbering: Applies consistent Bates numbers across productions with no manual stamping.
  • Page-level citations: Links each response to the exact Bates-stamped page for defensible accuracy.
  • Batch processing: Handles thousands of documents at once, not just a single file.
  • One-click packaging: Produces a ready-to-serve response and production set in minutes.
  • Speed: Delivers drafts in 3–10 seconds per request to replace weeks of manual review.

For litigation teams, Autodoc is a discovery automation engine. It handles the grunt work so your team can focus on higher-level tasks like building arguments and advising clients.

Join the waitlist for Autodoc to secure early access. If you want to see the core software, book a demo with Briefpoint to see how the platform can transform your discovery workflow.

2. UPDF

UPDF is a versatile PDF editor that includes a reliable Bates numbering function. Unlike a heavy suite that may feel overwhelming, UPDF works well as a stand-alone program for firms that need both general PDF editing and numbering tools.

Essentially, it’s designed to handle large volumes of files, which makes it useful for discovery documents or compliance tasks where thousands of pages need to be marked with a page number.

UPDF

Source: UPDF.com

The software balances ease of use with advanced features, giving users the ability to edit, annotate, merge, and secure documents in addition to numbering them.

Key Features

  • Batch Bates numbering: Apply numbering to multiple files at once, saving time on large projects.
  • Custom numbering format: Add prefixes, suffixes, or case IDs to match legal requirements.
  • Flexible placement: Choose where the page number appears (top, bottom, left, right).
  • PDF editing tools: Annotate, merge, and convert PDFs alongside numbering.
  • Cross-platform access: Available on Windows, Mac, iOS, and Android.
  • Download options: Subscription or lifetime license available.

3. Adobe Acrobat DC

Adobe Acrobat DC is one of the most recognized PDF solutions, widely used by legal professionals and corporate teams. It includes a dependable Bates numbering feature that makes it simple for users to mark documents with a consistent index.

And because many firms already use Acrobat for editing and review, it often serves as the default choice for Bates stamping.

Adobe Acrobat DC

Source: Adobe.com

Acrobat DC is designed to work across different computers and operating systems, which allows teams to collaborate on the same files regardless of their setup. Beyond numbering, it offers tools to edit text, redact sensitive information, and sign files digitally.

The platform also provides options to modify numbering as needed. Users can reset sequences, add prefixes, or adjust placement without reprocessing the entire document.

With its advanced editing suite and integrations, Acrobat DC is suitable for handling large volumes of PDFs where organization and compliance are key.

Key Features

  • Bates stamping: Apply sequential numbering across one or many files.
  • Custom index format: Add prefixes, suffixes, or adjust number sequences.
  • Modify settings: Change placement, font, or numbering without redoing the file.
  • Advanced editing tools: Redaction, OCR, and e-signatures included.
  • Cross-device use: Works across different computers and platforms.
  • License options: Subscription-based pricing for individuals or teams.

4. Aryson PDF Bates Numbering Tool

Aryson PDF Bates Numbering Tool is a dedicated program built specifically for applying Bates numbers to PDFs. Rather than serving as a general editor, it focuses on numbering functions that legal professionals need during discovery and review.

Plus, it can process multiple PDFs at once and gives users full control over numbering details such as prefix, suffix, and starting number.

Aryson PDF

Source: ArysonTechnologies.com

The software is easy to install and use, so it’s practical for firms that want a straightforward solution without the extras of a full PDF editing suite. Once applied, Bates numbers become part of the file data, so that each version of the document maintains its identifier.

You can also select where the stamp appears (top, bottom, left, right, or center of the page) for consistent formatting across files.

For example, if a firm needs to edit PDFs after numbering, the tool preserves the sequence so the pages remain properly indexed. This is especially useful when documents are created or modified at different times but need to stay in order.

Key Features

  • Batch processing: Apply numbering across multiple PDFs simultaneously.
  • Starting number control: Choose where the sequence begins for each project.
  • Custom placement: Position Bates numbers at the top, bottom, or center of the page.
  • Version integrity: Numbers stay with the document even when later edits are made.
  • Simple install: Lightweight program that runs without heavy system requirements.
  • Practical examples: Apply codes like “CASE123-0001” for quick indexing.

5. EaseUS PDF Editor

EaseUS PDF Editor is a multifunctional program that includes a strong Bates numbering feature along with editing and conversion tools. It’s built to simplify the process of managing legal and business documents and makes it possible to stamp entire productions in just a few steps.

EaseUS PDF Editor

Source: G2

For example, users can drag and drop files from a folder into the software, apply numbering, and process everything at once without complicated setup.

The platform also supports PDF creation, merging, and redaction, which gives legal teams the ability to handle more than just numbering in one interface.

Key Features

  • Batch numbering: Apply Bates numbers across entire folders of files.
  • Drag-and-drop support: Add files quickly without manual importing.
  • Custom formatting: Adjust prefix, suffix, and number placement.
  • Editing options: Modify text, redact sensitive content, and merge files.
  • Conversion tools: Turn Word, Excel, or image files into PDFs before numbering.
  • Free trial: Test the software’s core functions before purchase.

Make Bates Numbering Seamless With Briefpoint’s Autodoc

Most Bates numbering software will help you stamp documents, keep pages in order, and organize large productions. But if you’re handling discovery, you need more than just numbers on PDF pages. You need a way to cut down the time spent reviewing, tagging, and drafting.

That’s exactly where Briefpoint separates itself.

Briefpoint

Instead of treating numbering as a side feature, Autodoc builds it directly into a discovery workflow. Upload your production and RFPs, and you get back complete responses with Bates numbers and citations already in place.

If your team is tired of manual review and wants a faster, more reliable system, it’s worth seeing what Briefpoint can do.

Book a demo with Briefpoint and see how Autodoc can change the way you handle discovery.

FAQs About Bates Numbering Software

How to do Bates numbering in Word?

Word doesn’t have a built-in Bates numbering tool, but you can create a manual system by inserting a header or footer with sequential numbers. This method works for shorter files but isn’t practical for large productions. For full automation, dedicated Bates numbering software is the better choice.

Can you Bates number an Excel spreadsheet?

Yes, but not directly inside Excel. First, save the spreadsheet as a PDF, then open it in a Bates numbering program. From there, you can apply numbers, adjust font size, or even add a watermark if needed.

Does Adobe Acrobat have Bates numbering?

Yes. Adobe Acrobat DC includes a Bates numbering feature that lets you apply numbers across multiple PDFs at once. You can drag files into a batch, customize numbering, and even add extra elements like notes or labels to match your case requirements.

How do I do Bates numbering?

The process is simple with the right software. You select one file or a combination of files, choose where the numbers will appear, set the starting number, adjust the style, and then run a preview before finalizing. Some programs may require creating an account for full access, while others let you process documents right away.

The information provided on this website does not, and is not intended to, constitute legal advice; instead, all information, content, and materials available on this site are for general informational purposes only. Information on this website may not constitute the most up-to-date legal or other information.

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

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5 Everlaw Competitors That Help Legal Teams Work Smarter

5 Everlaw Competitors That Help Legal Teams Work Smarter

eDiscovery software is no longer optional. Now, it’s the foundation for how modern law firms manage litigation.

Tools like Everlaw have gained a strong foothold in the legal tech space by offering advanced features for reviewing, organizing, and analyzing case data. But as useful as Everlaw is, it’s not always the perfect match for every team.

Some firms need more flexibility. Others want something simpler, more affordable, or easier to train on. That’s why many legal professionals are now looking at Everlaw competitors: platforms that deliver similar value but in ways that better fit their needs.

Let’s take a look at some of the best ones.

What is Everlaw?

Everlaw is an eDiscovery and litigation software designed to help legal professionals manage the complex process of handling electronic data during lawsuits, investigations, and regulatory matters.

For many attorneys, the challenge isn’t just the volume of documents but finding the relevant information quickly enough to support their case.

Everlaw addresses this by giving teams organized tools for data management, document review, and case preparation, all in one secure platform.

Everlaw

Source: G2

Litigation often involves millions of files ranging from emails to spreadsheets. Without the right system, reviewing this data can consume hours of valuable time.

Everlaw makes the process more manageable with advanced search tools, tagging features, and collaborative review. This usually helps attorneys complete due diligence faster and more reliably.

And because it’s cloud-based, attorneys can access and share information securely, even when working across different offices.

Key Features

  • Advanced document review: Attorneys can filter, search, and tag documents at scale, which helps them identify relevant information faster.
  • Data management: Handles large sets of electronic data while keeping files organized and easy to access.
  • E-discovery workflow: Provides end-to-end support for the eDiscovery process, from document collection through review and production.
  • Collaboration tools: Legal professionals can share notes, comments, and highlights within the system.
  • Story-building and timelines: Helps teams connect evidence to case strategy, improving how arguments are presented.
  • Secure cloud platform: Meets strict security standards while allowing remote access across different devices.

Why You Might Want an Alternative to Everlaw

Everlaw is respected in the litigation and eDiscovery space, but it may not fit every situation. Different law firms and corporate legal teams have unique needs when it comes to data processing, regulatory compliance, network security, and much more.

While Everlaw offers a strong set of tools, many attorneys and legal departments look for alternative solutions that better match their workflows, budgets, and case requirements.

Here are some common reasons professionals consider Everlaw competitors:

  • Cost concerns: Many law firms need scalable pricing options that align with smaller cases or limited budgets.
  • Complexity of features: Advanced technology is valuable, but teams with lighter caseloads may prefer simpler solutions with a shorter learning curve.
  • Scalability issues: Not all firms handle massive document sets, so paying for enterprise-level tools isn’t always practical.
  • Regulatory compliance: Some organizations require platforms with specialized compliance certifications or region-specific hosting.
  • Data processing flexibility: Alternatives may offer faster or more customizable workflows for ingesting and reviewing electronic data.
  • Support and training: Personalized onboarding and responsive customer service can be deciding factors for firms with limited tech staff.
  • Network security options: Some competitors provide additional hosting or security controls beyond Everlaw’s cloud-only model.

If your firm wants an alternative to expensive eDiscovery solutions, Briefpoint’s Autodoc offers a smarter path forward.

It automates the creation of discovery documents and litigation drafts directly from reviewed data. However, you don’t get the steep costs or complexity of traditional platforms. 

Request Early Access Today.

5 Top Competitors of Everlaw

If Everlaw feels like more than what your team needs, you’re not alone. Many law firms look at other options that make eDiscovery and litigation solutions easier to manage, and a few competitors stand out as strong alternatives:

1. RelativityOne

RelativityOne is one of the most widely recognized eDiscovery platforms in the legal industry. It’s used by top law firms and corporations that need reliable tools for managing large-scale litigation and investigations.

RelativityOne

Source: Relativity.com

Known for its ability to handle massive data sets, RelativityOne offers flexibility for teams that must review, search, and produce documents under tight deadlines.

The platform also supports information governance and compliance, which makes it valuable for organizations that deal with sensitive or regulated data.

With its strong infrastructure and advanced features, RelativityOne has become a go-to choice for teams needing a complete system that covers everything from early case assessment to final production.

Best Features

  • Early case assessment: Helps attorneys quickly filter large data sets to focus only on the most relevant information before moving deeper into review.
  • Artificial intelligence: Uses predictive coding and machine learning to speed up document categorization and review.
  • Information governance: Offers tools for monitoring, securing, and organizing data across departments and cases.
  • Flexible document production: Built-in features simplify how teams prepare and produce documents for litigation or regulatory matters.
  • Global scalability: Designed for corporations and firms handling cases across multiple regions and jurisdictions.

2. Nextpoint

Nextpoint is a cloud-based software built for eDiscovery and trial preparation, designed to support law firms, corporations, and even government agencies that want a more affordable option than larger enterprise systems.

Unlike many complex tools, it aims to give attorneys practical case management features without overloading them with unnecessary steps.

Nextpoint

Source: G2

One of the standout parts of Nextpoint is its “digital warroom,” where legal teams can organize exhibits, depositions, and evidence for hearings or trials. This makes it easier to shift from discovery into actual case presentation, a step often overlooked by other platforms.

Nextpoint is frequently mentioned among Everlaw alternatives because of its flexible pricing and approachable design. While it may not have every advanced feature that large-scale systems offer, it delivers the essentials in a way that’s easy to adopt.

Best Features

  • Digital warroom: Provides a dedicated space for organizing exhibits, depositions, and trial evidence so attorneys can move smoothly from review to case presentation.
  • Cloud-based software: Ensures secure access to documents from any location, which is especially valuable for distributed teams and remote collaboration.
  • Affordable pricing models: Offers subscription plans that fit the budgets of small and mid-sized firms without sacrificing core functionality.
  • Simple uploads and reviews: Allows fast data processing with drag-and-drop tools, making it easy to start new matters quickly.
  • Case management tools: Combines discovery and trial preparation features to give attorneys a single platform for handling the full litigation process.

3. DISCO Ediscovery

DISCO Ediscovery is a modern litigation platform designed to simplify how attorneys and corporate teams handle document review. 

Positioned as one of the strongest Everlaw competitors, it focuses on speed, automation, and a user-friendly design that appeals to firms of all sizes.

DISCO Ediscovery

Source: G2

When clients and legal teams need to analyze large volumes of data quickly, DISCO provides a clear advantage by reducing the time spent on manual review.

How Everlaw compares to DISCO often comes down to usability. While Everlaw has a broad set of features, DISCO emphasizes a faster learning curve and automated tools that assist attorneys in organizing and reviewing evidence.

Overall, it has built a reputation in the market as a platform that balances advanced capabilities with practical design, which is why many other users highlight it as an accessible alternative.

Best Features

  • Fast data analysis: Built to analyze and filter massive data sets quickly to make reviews less time-consuming.
  • AI-assisted review: Uses automation to categorize, tag, and prioritize documents, which helps focus on the most important files.
  • Transparent pricing: Offers clear cost structures that make budget evaluation simpler for law firms and corporate teams.
  • Client-focused tools: Designed to help attorneys collaborate with clients and colleagues during review and production.
  • Free demo available: Firms can test the platform before committing, so they have a chance to compare features against Everlaw and other alternatives.

4. Logikcull

Logikcull is a self-service eDiscovery platform built to help law firms, business teams, and government organizations manage discovery without heavy IT involvement.

It has become one of the more popular Everlaw alternatives because it combines automation with affordability, which can give attorneys an efficient way to handle cases from start to finish.

Logikcull

Source: G2

Logikcull is typically used for smaller matters where teams want a fast way to upload data, apply filters, and prepare documents for review or production. Its design focuses on reducing the risks of manual handling by automating repetitive steps.

This makes it useful for firms or in-house counsel who need a straightforward solution to serve both litigation and compliance needs.

Best Features

  • Automated uploads: Users can drag and drop files directly into the system, which speeds up the start of any project.
  • Smart filtering and analytics: Built-in analytics help teams quickly find relevant material while cutting down on unnecessary review.
  • Legal hold requests: Provides tools for issuing and tracking a request to preserve data to help protect against evidence loss.
  • Cost control features: Offers predictable pricing and keeps details transparent, so firms avoid billing surprises.
  • Data security and protection: Designed to safeguard sensitive information while meeting the compliance needs of both firms and businesses.

5. Nuix Neo Discover

Nuix Neo Discover takes a different approach compared to many of the other Everlaw competitors. 

Instead of being designed only for law firms, it has its roots in digital forensics and compliance, which makes it a strong option for government investigations and regulated industries.

This background gives it a unique appeal for teams that need more than simple document review; they need a tool that can process complicated data and keep up with strict oversight requirements.

Nuix Neo Discover

Source: G2

Unlike other cloud solutions for law firms, Nuix offers both cloud and on-premise deployment. That flexibility is important for organizations that prefer to keep sensitive data within their own infrastructure. It also means firms with specific security policies aren’t locked into one way of working.

While Nuix may require more training than lighter tools, the trade-off is a system that can handle massive volumes of material, manage compliance, and support litigation projects with forensic-level precision.

Best Features

  • Deployment flexibility: Choose between cloud hosting and on-premise systems depending on security and compliance requirements.
  • Forensic-grade processing: Handles diverse file formats, making it suitable for investigations and complex litigation.
  • Advanced search tools: Powerful filtering and searching across emails, chats, and structured or unstructured data.
  • Compliance support: Designed to meet standards for regulated industries and government oversight.
  • Case-ready output: Prepares material efficiently for review, analysis, and submitting evidence.

Replace Expensive eDiscovery Solutions with Briefpoint’s Autodoc

Choosing between Everlaw competitors often comes down to what your team values most, which might include scalability, pricing, compliance, or usability.

Each of the solutions above helps legal professionals make sense of overwhelming volumes of data. But once that data is reviewed and evidence is ready, the real work of litigation continues: drafting discovery responses, motions, and pleadings.

briefpoint autodoc

Many attorneys still spend hours repeating the same steps across different cases, and it takes away from the time that could be spent on higher-value work.

Briefpoint bridges that space. It doesn’t replace your eDiscovery platform but works alongside it. After documents are processed and reviewed, Briefpoint and its Autodoc technology can transform that information into fully drafted litigation documents in minutes.

Want to learn more? Book a demo with Briefpoint today to see how it works alongside your eDiscovery tools!

FAQs About Everlaw Competitors

What is the market share of Everlaw?

Everlaw has seen steady growth in the eDiscovery market, particularly among law firms and government agencies, though its exact market share isn’t publicly disclosed.

Is Everlaw a unicorn?

Yes. Everlaw reached unicorn status after securing funding that placed its valuation above $1 billion.

Is Everlaw a good company?

Many users rate Everlaw highly for its document review tools and user experience, though some law firms cite pricing and complexity as concerns.

How do legal teams manage document review more efficiently?

Most legal teams rely on eDiscovery software with built-in automation to make document review faster and reduce human error during data processing.

Why does data processing matter for law firms?

Law firms often handle large volumes of case files. Strong data processing tools help them sort, filter, and prepare documents without wasting time or money on manual work.

The information provided on this website does not, and is not intended to, constitute legal advice; instead, all information, content, and materials available on this site are for general informational purposes only. Information on this website may not constitute the most up-to-date legal or other information. 

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

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