Paralegal Drafting and Document Automation Tools

Legal work moves fast, and there’s often more to do than hours in the day. Paralegals help keep it all on track. From prepping court filings to organizing case details, they handle the kind of work that keeps everything running behind the scenes.

One of their most important roles? Drafting legal documents.

But what exactly can paralegals draft? Where’s the line between support and legal practice? And how does document automation fit into all of this?

This guide breaks it all down: what paralegals do, what they don’t, and how the right tools can make their work smoother, faster, and more accurate.

What Is A Paralegal And What Do They Do?

A paralegal is a legal professional who works under the supervision of a lawyer to support legal tasks. They’re not licensed to practice law, but they’re trained to handle a variety of responsibilities that help law firms, corporations, and government agencies run smoothly.

From legal research to document prep, paralegals are trusted with a big part of the workload. They must follow strict rules and can’t offer legal advice, but they still play a key role in legal services by taking care of the behind-the-scenes work that keeps cases moving forward.

Common Tasks Paralegals Handle

Paralegals juggle a mix of duties that keep legal teams organized and efficient. Here’s what they typically do:

Draft legal documents like contracts, discovery responses, and pleadings.
Research laws and case history to help lawyers build their arguments.
Organize case files and maintain document management systems.
Handle client communication under supervision, such as scheduling or updates.
File paperwork with courts and agencies on time.
Prepare trial materials like summaries, timelines, and exhibit lists.
Review documents for accuracy and completeness.

While they can’t represent clients or provide legal advice, paralegals help lawyers focus on strategy by taking care of the groundwork.

Can Paralegals Draft Legal Documents?

Yes, paralegals can draft legal documents, but there are clear boundaries. They’re allowed to prepare documents as long as a licensed attorney supervises and approves the final versions.

This means paralegals can take on much of the initial drafting work, which saves a lot of time. However, they can’t act independently or offer legal advice during the process. Every document they prepare must ultimately be reviewed and signed off by the supervising attorney.

The rules vary slightly depending on the state or country, but the general idea is the same: paralegals can assist with document preparation but can’t replace a lawyer’s judgment or authority.

Drafting contracts, pleadings, affidavits, and other legal materials is part of their regular workflow, especially in busy law firms. Still, it’s important to remember that clients can’t rely solely on paralegals for legal documents without lawyer involvement.

At the end of the day, lawyers are held responsible for the legal accuracy and quality of all documents that come out of their office, even if a paralegal does the bulk of the work behind the scenes.

What Kind Of Documents Can Paralegals Draft?

Paralegals are trained to support lawyers by preparing various legal documents that play a big role in legal proceedings. While they can’t finalize documents without a lawyer’s review, they handle much of the legal document drafting work to help move cases forward efficiently.

They often rely on legal research databases to gather accurate information and ensure the documents are complete and well-informed.

Plus, the drafting process involves using templates, reviewing past cases, and double-checking facts to create legally sound documents.

Here are some of the most common types of legal documents paralegals draft:

Contracts – Employment agreements, service contracts, non-disclosure agreements.
Pleadings – Complaints, answers, motions, and other court filings.
Discovery documents – Interrogatories, requests for production, and responses.
Affidavits and declarations – Written statements sworn to be true under oath.
Wills and trusts – Basic estate planning documents prepared under lawyer supervision.
Settlement agreements – Used to resolve disputes before or during legal proceedings.
Legal correspondence – Letters to clients, opposing counsel, or court personnel.
Case summaries and timelines – Used to support trial prep and presentations.

As you can see, paralegals play a key role in the drafting process. Essentially, they help lawyers create various legal documents that are accurate, organized, and legally sound.

What Is The Role of Document Automation?

If you’ve ever had to draft the same type of legal document more than once, you know how repetitive it can get. Document automation helps cut down on all that manual work.

Contrary to what some professionals might think, it’s not some high-tech tool only used by massive firms. It’s actually built for everyday tasks paralegals deal with, like filling in names, dates, and clauses that don’t really change all that much.

So, how did it all start?

Legal teams have always looked for ways to save time and avoid mistakes. At first, it was just copy-pasting from old files. Then came templates. But even that got messy when things had to be updated over and over again.

That’s when document automation took off. Its goal is to help you build a solid draft without the back-and-forth and without missing key details.

Here’s how it works: you answer a few basic questions (or fill out data fields or upload your document for scanning), like the client’s name, key dates, or terms, and the software fills out the document for you. It uses preset templates built by your team and pulls info from your system or even legal research databases.

The bottom line: It’s much like a smart assistant that already knows the format, the language, and what goes where. Legal professionals and paralegals stay in control, but with less busywork.

What Are The Benefits of Legal Document Automation?

Legal document automation has changed how legal teams handle paperwork. What used to take hours can now be done in minutes.

For paralegals, especially, it means spending less time on repetitive tasks and more time on work that actually needs their input. So, how does this shift affect the way you work? Let’s break it down.

Saves Time on Repetitive Tasks

Automation tools take care of the busywork by using pre-built templates and pulling info from forms, legal databases, or past cases.

Instead of typing out the same clauses, headings, and legal terms over and over, you simply enter the case-specific details, and the system handles the rest.

That means you can spend less time on formatting and more time reviewing the final product or conducting legal research when needed. It also makes legal writing faster and less tiring, particularly when working under tight deadlines, ultimately reducing paralegal burnout.

Here’s how it helps:

Fills in standard legal language automatically
Pulls client data directly from legal databases
Reduces time spent rewriting the same documents
Keeps formatting and structure consistent across drafts

Cuts Down on Errors

Manual document drafting often leads to simple but costly mistakes like typos, wrong dates, missing sections, or inconsistent formatting. These errors might seem small, but in legal disputes, they can cause delays or even hurt a client’s case.

Document automation helps avoid these issues by using templates with standard language and pulling case details directly from trusted systems.

For example, instead of retyping the same discovery response in multiple places, a legal assistant can enter the information once, and the system applies it across the entire document.

Paralegal education programs now include training on these tools, knowing how important they’ve become in everyday legal processes. When used correctly, automation supports the quality of legal writing and reflects the kind of attention to detail expected in the profession.

It allows paralegals and legal assistants to focus more on thorough legal research and case strategy rather than fixing the same errors again and again.

Keeps Work Organized

Staying organized is one of the biggest challenges in a busy legal practice. When you’re handling several matters at once, it’s not hard for things to get scattered. Unfortunately, these small issues can quickly slow things down or lead to mistakes.

Document automation helps avoid that by keeping everything in one place. Templates, drafts, and final versions are easy to find, clearly labeled, and tied to the right case. You can see who last made edits, what’s been changed, and what still needs review.

Here’s how it helps:

Keeps documents organized and easy to track
Connects each draft to the right matter automatically
Reduces back-and-forth between team members
Makes sure each document reflects the most up-to-date information

Great organization goes a long way. By keeping the drafting process clear and structured, automation helps you stay on top of the details and support more successful legal outcomes.

Improves Consistency Across the Board

The legal landscape demands clear, consistent communication. Whether one person or several are involved in drafting, every document needs to match in tone, structure, and formatting.

Document automation helps maintain consistency by using shared templates that apply the same standards across the board.

For example, if two legal assistants draft similar pleadings without automation, one might include case law references while the other skips them. That inconsistency can be confusing or even hurt the case.

Automation keeps everything aligned, which makes it easier to present polished, professional documents every time.

Document Automation: Best Practices For Paralegals

Using document automation the right way can make your day a lot smoother. When used correctly, automation supports your role and helps you avoid mistakes that can slow things down later.

If you’re a paralegal looking to get the most out of automation tools, there are a few simple habits that can make a big difference.

1. Start With Clean, Approved Templates

One of the most essential skills in legal document drafting is knowing where to start, and that means using the right template. Whether you’re drafting pleadings, contracts, or discovery responses, always begin with a template that’s been reviewed and approved by your legal team.

These templates follow firm-specific formatting, use the correct legal language, and stay in line with procedural rules. Using an outdated or unofficial version can lead to errors that take extra time to fix.

If there’s any doubt, check with a supervising attorney or senior paralegal to make sure you’re working from the most current version.

2. Review Every Output Before It Leaves Your Desk

In the legal field, attention to detail is non-negotiable. Even if automation tools do most of the work, it’s still your responsibility to make sure the document complies with formatting rules, legal standards, and case-specific details.

Always review the output carefully. Check for missing names, incorrect dates, or formatting that doesn’t match the firm’s expectations. These small mistakes can easily slip through if you rely too heavily on the tool.

Remember: solid drafting skills aren’t just about writing; they’re also about knowing when something doesn’t look right.

3. Don’t Skip the Legal Review

No matter how advanced the software is, an automated draft is never the final version. It still needs a lawyer’s approval before it’s ready to go.

Even if the document looks complete, a supervising attorney needs to confirm that it meets legal standards and serves its purpose. Your role is to make sure the draft is clean, accurate, and easy to review.

This mindset reflects the kind of professionalism that law school teaches and supports your long-term professional development. A careful review can make all the difference in a document’s effectiveness.

4. Stay Updated on the Tools You Use

Automation tools are always evolving. New features, improved templates, and system updates roll out regularly. So, staying current with those changes helps you work more efficiently. Taking a few minutes to explore new options or read internal tips can save you time in the long run.

For example, Briefpoint regularly updates its platform and adds smart features designed to make legal drafting even smoother. We also publish helpful blogs and cheat sheets that explain how to get the most out of the tool.

5. Use Notes and Comments When Needed

Not every draft will be perfect on the first try, especially when it involves key aspects of a case that require legal interpretation or specialized knowledge.

If you’re unsure about a clause, a date, or how to phrase something specific to the parties involved, don’t guess. Add a clear comment or note for the reviewing attorney.

This kind of communication shows you’re paying attention and thinking through the details. Experienced paralegals know that leaving helpful notes not only speeds up the review process but also builds trust with attorneys who rely on clean, thoughtful drafts.

Brieftpoint Helps Your Paralegals Be Even More Efficient

Paralegals don’t need more software. They need tools that actually reduce the back-and-forth.

Briefpoint is built for one purpose: helping legal teams draft and respond to discovery documents faster and with fewer errors. It handles Interrogatories, Requests for Admission, and Requests for Production.

Here’s how it works: Upload a PDF of your complaint or opposing counsel’s requests. Briefpoint scans the document, extracts key info like court name and request type, and formats everything based on local rules.

You can then add objections or client responses with just a few clicks. With Briefpoint Bridge, it’s also easy to collect your clients’ responses. Finally, download the draft in Word for final review. That’s hours of work squeezed into just a few minutes.

If your team is ready to move faster without cutting corners, Briefpoint can help you get there.

Want to see how it works in real time? Book a demo today.

FAQs About Paralegal Drafting Documents

Do paralegals draft legal documents?

Yes, paralegals often draft legal documents under the supervision of a licensed attorney. They assist with pleadings, contracts, discovery responses, and more, making sure each document meets its intended purpose. While they can’t sign or finalize these documents, they play a key role in preparing them.

What are three things a paralegal cannot do?

Paralegals cannot give legal advice, represent clients in court, or sign legal documents on behalf of an attorney. These tasks are reserved for licensed lawyers. Even with a paralegal certificate, supervision is required for all legal work.

Can anyone draft a legal document?

Technically, yes, but without legal training, there’s a high risk of errors. Drafting legal documents requires a clear understanding of the law, proper structure, and procedural rules. Paralegals support this process with thorough research, attention to detail, and knowledge of legal formatting.

Who drafts legal documents?

Legal documents are typically drafted by attorneys or paralegals. Paralegals handle much of the early drafting work, especially when it involves organizing facts, applying standard language, or interviewing witnesses to gather valuable insights. Final approval always rests with the attorney.

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5 In-House Legal Software Every Law Firm Should Use

Is your legal team spending too much time on routine tasks? If managing contracts, drafting documents, or tracking case details feels more complicated than it should, you’re not alone. Many firms face daily bottlenecks that slow down productivity and increase the risk of mistakes.

In-house legal software offers a more efficient way to manage operations. From document generation to contract tracking and billing, the right tools can reduce manual work, improve accuracy, and help your team stay organized.

In this article, we’ll walk through five essential types of in-house legal software and explore how they support a smoother, more efficient legal workflow.

Types of Software In-House Legal Teams Need

An efficient legal team doesn’t rely on manual processes alone. It uses technology to reduce friction, increase visibility, and keep everything moving. With the right tools, legal departments can spend less time on repetitive administrative tasks and more time focusing on high-impact legal work.

Below are some of the best legal tech tools that make way for smoother, faster, and more cost-effective legal operations.

1. Document Generation Tools

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

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

That means you can create documents much faster and worry less about mistakes slipping through. Everything stays consistent from one file to the next.

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

Top Pick: Briefpoint

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

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

Additionally, Briefpoint’s Bridge feature makes client communication easier by converting legal terms into simple language, allowing clients to respond directly. Their responses are automatically added to your document, cutting down on the typical email exchanges.

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

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

Test Briefpoint yourself by scheduling a demo here.

2. Contract Management Software

Contract workflows often slow down legal teams. For corporate legal departments managing high volumes of contracts, this isn’t just inconvenient. An inefficient contract lifecycle creates risk and delays across the business.

Contract management software brings structure to the entire process. From initial drafting and negotiation to approvals, execution, and renewals, everything lives in one place.

Built-in features typically include:

Version control so you can track edits and see what’s changed over time
Automated reminders to help you stay on top of key dates and approval deadlines
Secure storage for easy, reliable access to documents without compromising security

You can also assign legal requests directly within the platform, which helps eliminate confusion around ownership and keeps legal processes moving. Instead of juggling documents over email or tracking updates in spreadsheets, your team can manage contracts with more clarity and speed.

Top Pick: Ironclad

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

Image source: G2

Its analytics feature lets you evaluate how your contracts move through the pipeline, identify delays, and improve decision-making with real-time data.

You can also set up routing rules to assign legal requests efficiently and keep everyone aligned on the status of each document.

3. Document Management Systems

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

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

They also support data security by offering encryption, compliance controls, and audit trails, which are especially important when handling sensitive legal matters or managing contract renewals.

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

These systems also help automate routine tasks, like organizing files or routing documents for review, so teams can respond faster to internal clients and reduce time spent on manual admin work.

Top Pick: NetDocuments

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

Image source: G2

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

4. Matter Management Software

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

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

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

Legal teams also gain complete control over how matters are tracked and handled, from resource allocation to communications, helping them stay organized and responsive. As a result of the extra operational efficiency, in-house legal teams have more time to work on more complicated legal work.

Top Pick: Clio

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

Image source: G2

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

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

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

5. Legal Billing Tools

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

Legal billing tools help you:

Track billable hours accurately
Manage client accounts more easily with all the details in one place
Generate detailed invoices that follow client billing guidelines from the start

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

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

Top Pick: QuickBooks

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

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

Source: QuickBooks.Intuit.com

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

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

Upgrade Your Productivity With the Right In-House Legal Software

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

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

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

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

FAQs About In-House Legal Software

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

Yes. Size doesn’t limit the impact of better systems. These tools are scalable and can significantly reduce the workload for small teams. They also support seamless communication and help boost efficiency across daily operations.

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

Yes, with a caveat. Make sure the software complies with industry-standard security measures and data protection laws. Reputable providers prioritize data security, especially when dealing with sensitive client information and confidential legal documents.

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

Most modern legal software solutions are built with integration in mind. They typically support APIs and offer native integrations with widely used office tools, making it easier to connect systems and maintain seamless communication across departments.

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

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

8 Best Legal Document Automation Software For 2025

Legal work is filled with routine, time-consuming paperwork, but it no longer has to be.

Thanks to advances in software and AI, law firms can now automate repetitive tasks like drafting and formatting legal documents. In turn, it frees up attorneys and staff to focus on strategy, client service, and high-impact work.

But with so many tools on the market—and not every lawyer being a tech expert—choosing the right one can feel overwhelming. Many platforms promise big results, but only a few truly deliver.

This guide cuts through the noise. We’ve rounded up the top 8 legal document automation solutions for 2025, broken down by features, strengths, and ideal use cases.

Before diving into the list, we’ll quickly cover what legal document automation is and why choosing the right tool can transform how your firm operates.

What is Document Automation?

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

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

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

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

8 Best Legal Document Automation Software Tools For 2025

Looking to simplify repetitive paperwork and improve efficiency at your law firm? These top legal document automation tools offer powerful features to help you generate accurate, professional documents faster, no matter the size of your practice.

1. Briefpoint

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

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

Simply upload your document, select your objections, download your MS Word document, and polish your draft off. Briefpoint’s AI will take care of the rest.

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

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

Pros

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

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

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

2. Clio

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

Source: G2

The platform provides a centralized dashboard for managing your practice without juggling multiple tools. It includes templates for letters, contracts, and pleadings, with a drag-and-drop editor that requires no technical skills.

Pros

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

Pricing

Clio’s pricing starts at $59 per user per month for the basic plan with features like time tracking, billing, and case management.

For teams, the Complete plan costs $169 per user per month and includes client collaboration tools, document automation, and app integrations.

3. DocuSign

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

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

Source: G2

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

Pros

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

Pricing

DocuSign offers plans starting at $15 per month for individuals with basic e-signature needs.

For teams, the Standard plan is $45 per user per month, while the Business Pro plan, with advanced features, is $65 per user per month.

4. PandaDoc

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

Source: G2

PandaDoc isn’t built specifically for the legal industry, but it’s still a strong contender in this space. Its robust template library and drag-and-drop editor allow law firms to streamline legal document generation and reduce time spent creating multiple documents.

The platform also supports faster contract drafting and includes built-in commenting features that simplify collaboration and help legal teams finalize documents more efficiently, especially useful in commercial law workflows.

Pros

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

Pricing

PandaDoc’s pricing begins with the Personal plan at $15 per user per month, which offers five agreements per month.

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

5. HotDocs

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

Source: G2

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

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

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

Pros

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

Pricing

HotDocs offers customizable pricing tailored to the specific needs of each organization.

6. Bryter

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

Source: G2

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

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

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

Pros

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

Pricing

Bryter offers different pricing plans for its no-code platform and Bryter Extract.

7. Formstack

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

Source: G2

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

Pros

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

Pricing

The Forms plan starts at $99 per month, focusing on form-building capabilities. The Suite plan, at $299 per month, includes forms, document generation, and e-signatures.

For larger organizations, customized Enterprise plans offer advanced security and tailored workflows.

8. Gavel

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

Source: G2

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

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

Pros

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

Pricing

Gavel provides flexible pricing plans designed to meet various needs. The Lite plan starts at $99 per month, offering essential document automation features.

For growing firms, the Standard plan, priced at $250 per month, includes additional functionality.

Advantages of Automating Legal Documents

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

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

Time Savings Through Automation

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

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

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

Eliminating Human Error With Increased Accuracy

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

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

Cutting Operational Costs For Greater Profitability

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

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

Improved Client Experience With Faster Service

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

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

Maintaining Professional Consistency in Legal Documentation

Automation makes sure that all legal documents adhere to the same format, style, and standards. This consistency not only enhances the professionalism of your documents but also ensures compliance with legal requirements.

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

Better Security and Regulatory Compliance

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

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

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

Scaling Operations With Adaptable Automation Tools

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

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

The Best of Document Automation Tools

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

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

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

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

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

FAQs About Best Legal Document Automation Software

What are the benefits of using legal document automation software?

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

What is the best legal document automation software for 2025?

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

How does legal document automation work?

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

What other tools does my law firm need?

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

Is legal document management software safe to use?

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

13 Practical Lawyer Tools for Everyday Legal Work

Being a lawyer today means wearing a lot of hats. You’re not just practicing law, you’re managing clients, paperwork, deadlines, billing, and communication all at once.

Luckily, the right tools can take a huge weight off your shoulders by helping you get things done faster and more accurately.

This guide covers practical lawyer tools across various areas, including document drafting, billing, research, and communication. You’ll find software that saves time, reduces human error, and fits right into your existing workflow.

Best Legal Document Tools

Legal paperwork can eat up hours if you’re not using the right tools. Here are a few that help you draft, send, and manage documents faster while keeping everything accurate and organized.

1. Briefpoint

Briefpoint is a legal drafting tool that automates the creation of discovery documents for litigators. It isn’t trying to replace the lawyer, but it’s definitely getting the boring parts out of your way.

Built specifically for litigators, this tool uses AI and machine learning to take care of the repetitive, time-draining work of drafting discovery requests and responses. It helps you prepare interrogatories, requests for admission, and requests for production in just a few clicks.

The best part? It actually works the way you do.

Upload a complaint or an opposing counsel’s request, and Briefpoint generates a polished Word doc with local formatting, objections, and everything else you’d expect from a solid first draft. You can customize it as needed or send it straight out.

It’s fast, easy to learn, and backed by real-world feedback from attorneys who use it every day.

Best Features

Built for speed: Drafts full sets of RFAs, RFPs, and interrogatories in minutes, not hours.
Smart response builder: Upload opposing counsel’s PDFs and generate complete, objection-ready responses.
Data pulled automatically: Pulls key info like party names, court name, and case number straight from your PDFs.
Custom objections: Pick objections from a list and apply them with a click to keep everything consistent firmwide.
Word output ready to go: Download a court-formatted Word doc you can review, sign, and serve.
Privacy built in: Your data is encrypted, siloed, and never used to train any AI system.
Big time-saver: Cuts drafting time by up to 87% so you can focus on the work that matters (or make it home for dinner).

Briefpoint helps you draft smarter, move faster, and keep your evenings free. Book a demo today.

2. DocuSign

DocuSign is an e-signature tool that lets you send and sign legal documents online. Law firms trust it for a reason; it makes signing paperwork fast, simple, and secure. You don’t need to print, scan, or chase down physical signatures anymore.

Source: G2

It’s especially useful for client agreements, contracts, and any document that needs a quick turnaround. Plus, everything is tracked and time-stamped, so you always know who signed what and when.

Best Features

Legally binding e-signatures: Valid in all 50 states and backed by strong security standards.
Mobile-friendly: Clients can sign from their phone, tablet, or desktop.
Audit trails: Every step of the signing process is tracked and stored.
Fast turnaround: Speeds up client onboarding and contract approvals.

3. MyCase

MyCase is an all-in-one legal practice management platform built to help law firms stay organized. It brings your cases, documents, messages, and billing into one place so you don’t have to juggle different systems.

Source: G2

MyCase is especially helpful for small to mid-sized firms that want a simple way to manage client files, track time, send invoices, and communicate—all without leaving the dashboard.

Best Features

Centralized document management: Store, share, and access files securely from anywhere.
Built-in client portal: Clients can view documents, messages, and invoices in one place.
Integrated time tracking: Log hours as you work and apply them directly to invoices.
Automated billing: Create and send professional invoices with a few clicks.

Best Productivity Tools for Lawyers

Keeping everything on track gets tricky when you’re managing deadlines, documents, and daily chaos. Productivity tools help you organize work, get more done, and cut down on the back-and-forth while you handle the actual legal work.

4. Clio

Clio is legal software built to help legal professionals run their practice more efficiently. It brings together case management, billing, calendaring, and secure communication into one platform.

Source: G2

Whether you’re managing a solo practice or a midsize firm, Clio helps you cut down on routine tasks and stay organized.

Used across the legal services industry, Clio supports everything from time tracking to document storage, giving legal professionals more control over how they work. It’s a solid piece of legal technology that keeps things moving without the mess.

Best Features

Full practice management: Keep cases, tasks, and contacts organized in one place.
Time tracking and billing: Record hours and send invoices directly through the platform.
Calendar and deadline tools: Stay on schedule with built-in reminders and synced calendars.
Client messaging and file sharing: Communicate securely through the client portal.
Cloud access: Work from anywhere, whether you’re in the office or on the go.
Integrations with other legal tools: Works smoothly with platforms like QuickBooks, LawPay, and Zoom.

5. Microsoft Office

Microsoft Office remains one of the most widely used document management tools in the legal profession. Even with newer platforms out there, many legal departments and firms still rely on Word, Excel, Outlook, and PowerPoint to handle everyday tasks.

Source: G2

Microsoft Word is often the go-to for drafting motions, contracts, and letters. Excel helps track billable hours, manage budgets, and organize case data. Outlook keeps emails and scheduling under control.

These tools may not be flashy, but they’re reliable and familiar, which makes a big difference when you’re working under pressure.

Best Features

Word processing for legal docs: Draft contracts, pleadings, and templates with advanced formatting.
Spreadsheet tracking: Use Excel for time logs, budget planning, and case summaries.
Email and calendar sync: Outlook helps manage communication and deadlines in one place.
File sharing and storage: Store and organize case documents with OneDrive and SharePoint.
Trusted across the industry: Common in legal departments and firms of all sizes.
Boosts law firm efficiency: Keeps daily workflows simple and consistent across teams.

6. Zapier

Zapier is a no-code automation tool that connects your favorite apps to reduce manual work across law firm operations. It’s not legal software in the traditional sense, but it pairs perfectly with practice management software to make things run smoother behind the scenes.

Source: G2

Legal teams can use Zapier to connect apps like Clio, Google Sheets, Outlook, and Slack. For example, you can automatically create calendar events when new tasks are added or get a Slack alert when a client fills out a form.

It’s also helpful for integrating AI tools into your workflow without needing a developer.

Best Features

Works with legal tools: Connects with popular practice management software like Clio or MyCase.
No-code automation: Set up workflows without writing a single line of code.
Supports law firm operations: Handles repetitive admin tasks so your team can focus on real work.
Customizable triggers and actions: Automate emails, reminders, and file uploads with ease.
AI integration ready: Combine with AI tools to create smarter, faster processes.
Ideal for legal teams: Helps streamline collaboration and task management across departments.

Best Accounting and Billing Tools for Law Firms

Staying on top of billing and finances is just as important as handling your cases. Hourly billing, flat fees, or contingency arrangements all need a system that helps track time and collect payments.

We’ve compiled some tools that can help your firm handle billing with less stress and more accuracy.

7. QuickBooks

QuickBooks is accounting software that helps law firms handle financial tasks while staying organized. It’s used across many industries, but legal professionals—especially at personal injury firms—often rely on it to manage expenses and keep their books in order.

Source: G2

QuickBooks also works well with time tracking software and other legal tools, which helps make it easier to manage everything from billable hours to payroll. For firms juggling legal tasks and financial records, this platform keeps things clear without adding extra steps.

Best Features

Expense tracking: Categorize spending and monitor law firm expenses in real time.
Invoicing tools: Create, send, and track professional invoices for client matters.
Bank syncing: Connect business accounts to see accurate balances and transactions.
Time tracking integration: Works with time tracking software for precise billing.
Custom reports: Build financial reports for monthly reviews or audits.
Built for flexibility: A solid fit for personal injury firms, small practices, and growing legal teams.

8. LawPay

LawPay is payment processing software built specifically for law firms. It lets you accept credit card and ACH payments while staying compliant with legal and accounting rules.

LawPay is approved by bar associations across the country, which is why it’s a trusted option for handling sensitive client data securely.

Source: G2

It integrates with multiple tools that legal professionals already use, including practice management systems and accounting software. If you’re already using such software, adding LawPay can help complete your billing setup with little to no hassle.

Best Features

Legal-specific payment processing: Keeps operating and trust accounts separate.
Secure handling of sensitive client data: Built to protect payment details and client trust.
Bar-approved compliance: Meets the rules for professional conduct and trust accounting.
Works with multiple tools: Integrates with platforms like Clio, MyCase, and QuickBooks.
Flexible payment options: Accepts credit cards and ACH transfers with ease.
Simple setup: Get started quickly and start receiving payments faster.

Best Communication Tools for Lawyers

Keeping everyone in the loop takes more than just email. Clients expect timely updates, your team needs quick answers, and there’s always something that needs your attention.

Take a look at these tools that can help you manage conversations and stay on top of things.

9. Slack

Slack is a messaging platform that helps legal teams communicate quickly and stay organized. Many firms use it to replace traditional methods like long email threads and scattered group texts.

Source: G2

With Slack, everything stays in one place, such as messages, files, and updates, so you can spend less time digging through inboxes.

It’s also a helpful way to access documents, share case updates, and automate routine tasks through integrations with legal tools, calendars, and AI assistants.

Best Features

Organized channels: Create dedicated spaces for cases, departments, or projects.
Real-time messaging: Chat with your team instantly, without clogging your inbox.
Easy document sharing: Access documents and files right in the conversation.
Searchable history: Find messages, attachments, and case info fast.
Works with many tools: Integrates with calendars, task apps, and legal software.
Supports firm workflows: Helps automate routine and complex tasks and streamline updates across your team.

10. Zoom

As you probably know by now, Zoom is a video conferencing tool that makes virtual meetings simple for law firms. It’s widely used to meet with clients, hold team check-ins, and even attend remote hearings.

Thanks to high-quality video and easy screen sharing, Zoom helps legal professionals communicate clearly and keep meetings on track.

Source: G2

Using Zoom can improve productivity by cutting down on travel and scheduling delays. It also helps firms meet with more clients (no matter where they are) and streamline workflows by bringing face-to-face conversations online.

Best Features

Reliable video meetings: Host secure, high-quality calls with clients and colleagues.
Screen sharing: Review documents and presentations in real time.
Meeting recordings: Save sessions for internal review or follow-up.
Calendar integrations: Sync meetings with Outlook, Google Calendar, and more.
Flexible scheduling: Book and join meetings from anywhere, on any device.
Increases efficiency: Helps legal teams improve productivity and streamline client communication.

Best Legal Research Tools

Legal research can take up a big chunk of your day, especially when you’re juggling multiple cases. The right tools help you find case law, statutes, and legal opinions faster and with more accuracy. Here are a few of our suggestions:

11. CoCounsel (Casetext)

CoCounsel (formerly Casetext) is a legal research platform that helps you find relevant case law quickly and accurately. It uses AI to scan your arguments and match them with supporting cases, cutting down the time you’d usually spend digging through databases.

Source: ThomsonReuters.com

CoCounsel isn’t just a search tool. It’s built to support modern legal operations by connecting legal data, key documents, and arguments in one place. It also works alongside e-discovery tools, which can help you prepare stronger briefs with less back-and-forth.

Best Features

AI-powered research: Analyze your writing and get case law suggestions that match your arguments.
Search by concept: Go beyond keywords and search by legal ideas or outcomes.
Works with key documents: Upload briefs or memos to find supporting cases instantly.
Access to legal data: Explore statutes, regulations, and court opinions in one place.
Supports legal operations: Speeds up research for teams working on multiple matters.
Integrates with ediscovery tools: Helps connect research with your broader case preparation process.

12. LexisNexis

LexisNexis is one of the most well-known legal research tools used by firms, legal departments, and solo attorneys.

Source: LexisNexis.com

It gives you instant access to a massive database of case law, statutes, regulations, and legal commentary. Designed to increase productivity, it helps you find the information you need without jumping between different sources.

LexisNexis also includes AI capabilities and natural language processing, so it’s easier to search in plain English. You don’t have to think like a database; you just type your question or phrase, and it brings up relevant legal materials fast.

Best Features

Comprehensive legal database: Access case law, statutes, and secondary sources in one place.
Natural language search: Find legal content using everyday language instead of complex queries.
AI capabilities: Smart filters and recommendations help you refine results quickly.
Instant access to legal content: Search from anywhere with cloud-based tools.
Practical guidance: Includes checklists, forms, and how-to materials for different practice areas.
Productivity-focused tools: Built-in tools help legal teams research faster.

13. Fastcase

Fastcase is another legal research tool that gives lawyers access to a large database of case law, statutes, regulations, and court rules. It can help legal professionals find answers quickly and stay focused on the task at hand.

Source: Fastcase.com

Many bar associations offer Fastcase for free to their members, which makes it a smart option for solo attorneys and small firms. It’s designed with speed in mind and includes features that let you search by keyword, citation, or natural language.

Best Features

Extensive legal database: Search case law, statutes, court rules, and more.
Natural language search: Type in questions or phrases to find relevant results fast.
Data visualization tools: Spot trends and citation relationships at a glance.
Mobile app access: Use it on the go from your phone or tablet.
Bar association access: Included with membership in many state bar organizations.
Budget-friendly legal research: A solid alternative for firms looking to cut research costs.

Start Building Your Tech Stack With Briefpoint

Every firm has its own way of working, but the right tools can make a big difference, especially when you’re handling multiple documents, juggling deadlines, and managing client expectations. Briefpoint gives you a head start by taking care of the repetitive tasks that slow you down.

While other firms are still stuck formatting templates and typing out objections, you could already be on to the next case. Building your tech stack doesn’t have to be overwhelming. Start with one tool that makes a clear impact.

Briefpoint is that tool. Book a demo today and see how much time you can get back.

FAQs About Lawyer Tools

What kind of equipment does a lawyer use?

Lawyers rely on more than just pens and legal pads. Today’s legal professionals use a mix of digital tools to manage cases, handle billing, and reduce human error. This includes practice management software, document automation tools, secure communication platforms, and accounting systems. Many of these tools are designed to fit into existing workflows and help lawyers save valuable time on routine tasks.

What is the best legal AI tool?

The best legal AI tool depends on what you’re trying to do. For contract drafting, tools that use large language models are gaining traction for speeding up review and reducing hours spent on repetitive work. Tools like Briefpoint are designed to help with discovery responses, using AI to draft documents faster than a human can, while still keeping you in full control. These tools don’t replace lawyers but work alongside them to enhance efficiency and support due diligence.

What are the best organizational tools for lawyers?

Great organization starts with tools that can actually support the way legal professionals work. Clio, MyCase, and Microsoft Office remain top picks for keeping documents, deadlines, and case notes in order. These platforms help you gain access to everything in one place, reducing the back-and-forth and cutting down on the time wasted searching for files. When paired with tools like Zapier, they also help automate smaller steps.

6 Best Legal Software for Small Law Firms

Most small law firms don’t have layers of admin support. It’s you and a lean team, handling everything from legal work to client updates to billing. The pace is steady, the inbox is full, and the to-do list never really ends.

That’s where the right legal software earns its keep. It takes care of the repetitive stuff—drafting legal documents, tracking time, managing cases—so you’re not constantly switching gears.

If you’re looking for tools that keep things organized and help you stay focused, here are some of the best options built for small firms like yours.

6 Best Legal Software for Small Law Firms

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

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

1. Briefpoint: Discovery Document Automation

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

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

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

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

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

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

Key features:

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

Pros:

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

Test Briefpoint yourself by scheduling a demo here.

2. Clio: Legal Practice Management Software

Clio is one of the most widely used law practice management software programs—and for good reason. It’s built to support firms of all sizes but is especially valuable for small practices looking to improve law firm efficiency without adding complexity.

Image source: G2

Its biggest strength? Flexibility. Clio is cloud-based, so you can access everything from your laptop, phone, or tablet. It also plays well with tools you likely already use, which makes it easier to manage client relationships and avoid bouncing between systems.

For small firms, Clio helps centralize casework, streamline billing, and support secure document sharing, all while keeping your team connected. It’s also a solid choice if you’re aiming to onboard new clients faster and stay responsive without adding overhead.

Key features:

Case management – Keep all your case info, deadlines, and notes in one place
Time tracking and billing – Log hours and create invoices with just a few clicks
Client portal – Securely share documents and messages while improving how you manage client relationships
Integrations – Sync with Google Calendar, Microsoft Office, and more for smoother workflows
Mobile app – Stay productive on the go with access to cases, time logs, and messages from anywhere

Pros:

Brings case management, billing, and client communication into one streamlined system
Remote access helps you keep work moving, no matter where you are
Reliable customer support that’s especially helpful for smaller teams without internal IT
Easy-to-use interface, so you can get started without a steep learning curve

3. MyCase: Case Management Software

MyCase is a solid choice for small firm attorneys who want to stay focused on legal work without getting bogged down by unnecessary extras. It’s designed specifically for law offices that need to manage cases efficiently while simplifying day-to-day administrative duties.

Image source: G2

Rather than trying to do everything, MyCase keeps it simple and strong: track cases, manage documents, and stay on top of tasks from one dashboard. It’s also got a built-in client portal that makes communication easy and secure, so you can keep clients in the loop without switching platforms.

Whether you’re organizing case notes, sending updates, or managing the client intake process, MyCase gives small firms the structure they need to stay organized without the complexity of larger systems.

Key features:

Case tracking – Stay on top of every detail with an intuitive case dashboard
Document management – Store and organize legal files so they’re always accessible
Task management – Assign and monitor tasks across your team to keep things moving
Client communication – Use the secure portal to share documents and case updates without the back-and-forth emails

Pros:

Built with small firm attorneys in mind—focuses on what matters, without unnecessary features
Centralizes all case documents and updates, making your law office more organized
Makes it easy to communicate with clients, handle the client intake process, and provide updates without extra tools
Clean, user-friendly interface that minimizes time spent on administrative duties

4. CosmoLex: Billing and Accounting Software

CosmoLex is a smart pick for small law firms that want to handle billing, accounting, and trust management without needing to connect multiple tools.

This legal billing software is specifically for law firms, so it supports the financial workflows and legal regulations that general accounting software often overlooks.

Image source: G2

From generating invoices to managing trust accounts and tracking expenses, CosmoLex covers the full scope of financial management for your firm. More importantly, it frees up your time to focus on practicing law rather than chasing down spreadsheets or reconciling numbers.

CosmoLex also allows you to generate detailed financial reports, giving you a clear view of your law firm’s performance at any moment. For solo attorneys or small firms, this transparency helps you make better business decisions without sacrificing client service or compliance.

Key features:

Legal billing and invoicing – Track time, send invoices, and accept online payments without leaving the platform
Trust accounting – Built-in tools help maintain compliance with legal trust requirements and avoid costly errors
Time tracking – Easily log billable hours and assign them to specific cases from anywhere
Full legal accounting – Manages expenses, payroll, taxes, and general ledger, tailored to legal-specific needs
Financial reporting – Quickly generate detailed financial reports to stay on top of your law firm’s finances

Pros:

Helps ensure your firm stays compliant with legal regulations around trust and client fund accounting
Designed to support lawyers who want to spend more time practicing law and less time managing spreadsheets
Access your firm’s financial data and reports from anywhere, improving both oversight and client service

5. NetDocuments: Document Management Software

NetDocuments is a reliable choice for law firms that want to simplify how they store, manage, and access files. For small firms balancing casework and administrative duties, this cloud-based software takes the stress out of document storage and organization.

Source: NetDocuments.com

Built specifically for legal professionals, NetDocuments offers a secure and intuitive way to manage case details and sensitive files. With robust compliance standards, version control, and powerful search capabilities, it helps reduce the learning process that often comes with adopting new tools.

Whether you’re working from the office or remotely, you’ll be able to access files quickly, collaborate with your team, and build strong client relationships by staying organized and responsive.

It also integrates seamlessly with tools like Microsoft Word, allowing you to work within familiar environments while maintaining secure document workflows.

Key features:

Cloud-based storage – Secure access to all your files from anywhere, whether you’re at the office, at home, or in court
Advanced search tools – Quickly locate case details or documents by keyword, metadata, or full-text search
Version control – Keep track of every document revision so you can easily refer back to earlier versions
Microsoft Word integration – Edit, save, and manage documents directly from Word without disrupting your workflow

Pros:

Centralized document storage makes it easy to manage case files and stay organized
Cloud-based software allows your team to collaborate and access documents from anywhere
Helps maintain strong client relationships through fast, reliable access to case materials
Version control ensures clarity and accuracy when multiple people are editing the same file

6. CloudLex: Matter Management Software

CloudLex is purpose-built for small and mid-sized law firms that want to stay organized while managing legal matters from intake through resolution.

It’s more than just a case tracker—it’s a full matter management system designed to support collaboration, document assembly, and client communication across your entire team.

Image source: G2

What makes CloudLex stand out is its emphasis on teamwork. It helps your staff stay aligned, cuts down on internal confusion, and makes sure everyone is working with the same case information. It’s also cloud-based, which means you can securely access and manage your matters from anywhere.

CloudLex helps keep clients informed without extra effort. Through its secure client portal, you can share documents, send updates, and manage client communication efficiently, all while protecting valuable time that would otherwise be spent on back-and-forth emails.

Key features:

Matter tracking – Manage all case-related data, deadlines, tasks, and contacts in a single place
Collaboration tools – Keep your team aligned by sharing documents and updates in real-time
Client communication – Use the client portal to keep clients informed and minimize inbox overload
Task management – Assign, track, and complete tasks without missing a beat
Cloud-based access – Log in from anywhere and stay connected to your firm’s caseload at all times
Document assembly – Streamline repetitive paperwork with built-in document creation tools

Pros:

Collaboration tools make it easier to manage cases as a team, even across locations
Keeps your clients informed through secure, centralized communication channels
Scales well for firms handling tens of thousands of legal matters across different attorneys
Helps small firms save valuable time by automating repetitive administrative steps

Factors to Consider When Choosing Tech for a Small Firm

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

Budget – Choose a solution that fits your financial limits without cutting essential tools like expense tracking or payment processing.
Ease of use – You shouldn’t need a manual to get started. Look for tools that are simple enough for any managing partner or staff member to pick up quickly.
Cloud-based vs. on-premise – Cloud-based platforms offer more flexibility, letting you access case files and client details from anywhere.
Security – With sensitive information involved, strong encryption, backups, and two-factor authentication are a must.
Customer support – Issues will pop up. Fast, reliable support through phone, chat, or email can keep your workflow on track.
Integrations – Choose tools that connect with your calendar, email, and billing systems to avoid rework and delays.
Scalability – Pick software that can grow with you, whether that’s handling more clients or supporting additional attorneys.

A strong platform lets your firm operate more smoothly, keeps clients informed, and helps you get paid faster. Remember that it’s not just about tech; it’s about making each day easier to manage.

Build Your Tech Stack With the Right Law Firm Software

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

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

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

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

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

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

FAQs About Legal Software for Small Firms

What software do most law firms use?

Most law firms use a combination of legal practice management platforms and specialized tools to efficiently manage operations. Clio, MyCase, and CosmoLex are common choices for tracking case details, managing calendar events, and ensuring accurate billing. Many firms also use Briefpoint for automating discovery responses—a major time-saver in the client management process. QuickBooks Online is often used alongside these tools for accounting and expense tracking.

What type of computer applications do most law firms use?

Law firms rely on applications for document management, billing, scheduling, and communication. Microsoft Office is widely used for drafting documents, while platforms like Briefpoint help automate complex processes like document assembly for discovery. Tools that integrate with QuickBooks Online are also popular for financial tracking and reporting.

What is the best ERP system for law firms?

While traditional ERP systems are less common in smaller firms, legal-specific platforms like Clio Manage or PracticePanther act as ERP-style solutions. They combine client management, billing, and case tracking features into one platform, helping solo practitioners and small firms efficiently manage their practice.

What is CRM for law firms?

CRM (Client Relationship Management) software helps law firms manage client interactions, intake, and follow-ups. It ensures a smooth flow of communication, helping both large firms and solo practitioners maintain strong client relationships and respond quickly to new inquiries.

Do solo practitioners need legal software?

Yes—solo practitioners benefit greatly from tools that help them track case details, handle client communication, and manage billing with minimal overhead. Platforms like Briefpoint are especially useful, allowing solo lawyers to speed up routine legal work and focus more time on client service.