8 Best Legal Document Automation Software For 2025

What is Document Automation?

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

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

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

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

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

8 Best Legal Document Automation Software Tools For 2025

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

1. Briefpoint

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

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

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

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

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

View Briefpoint’s pricing here.

Pros

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

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

Pricing

Briefpoint offers pricing plans to suit various needs. The Á La Carte plan costs $55 per document with no minimums, which is ideal for firms drafting limited discovery documents. The Solo plan is $89 per month (billed annually) for a single user, including unlimited document generation and collaboration features.

For small teams, the Team plan costs $390 per month for 2–5 users, while larger teams can opt for the Armada plan at $890 per month for 6–15 users, both billed annually. Customized pricing is available for organizations with over 15 users, and a free trial is offered to automate the first document without a credit card.

Schedule a demo with Briefpoint

 2. Clio

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

Source: Clio.com

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

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

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

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

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

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

Pros

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

Cons

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

Pricing

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

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

3. DocuSign

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

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

Source: DocuSign.com

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

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

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

Pros

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

Cons

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

Pricing

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

4. PandaDoc

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

Source: PandaDoc.com

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

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

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

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

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

Pros

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

Cons

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

Pricing

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

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

5. HotDocs

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

 Source: Hotdocs.com

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

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

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

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

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

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

Pros

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

Cons

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

Pricing

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

6. Bryter

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

 Source: Bryter.com

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

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

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

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

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

Pros

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

Cons

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

Pricing

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

7. Formstack

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

 Source: Formstack.com

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

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

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

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

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

Pros

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

Cons

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

Pricing

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

8. Gavel

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