Top 5 Legal Workflow Management Software

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

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

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

Best Features

• Automated document drafting: Upload discovery requests, and Briefpoint’s AI extracts key details like court names, case numbers, and request types.

• Objection management: Easily add objections to requests or interrogatories with a simple click.

• Customizable formatting: The system applies local court formatting rules for professional results.

• Integration with Word: Download partially completed briefs, ready to be finalized in Word.

• Broad court compatibility: Supports discovery requests across all U.S. state courts.

Pros

• Drastically reduces the time spent on drafting discovery documents

• Improves accuracy by automating repetitive tasks prone to human error

• Offers a simple, user-friendly interface that’s easy to learn

• Ensures compliance with local court rules by applying proper formatting

• Supports collaboration by allowing team members to review and adjust drafts

• Compatible with all U.S. state courts, making it versatile for legal teams nationwide

Pricing

Briefpoint offers flexible pricing plans to accommodate various needs:

• Á La Carte: $55 per document with no minimums, ideal for firms drafting a limited number of discovery documents.

• Rainmaker: $89 per user per month (billed annually), includes unlimited document generation and collaboration features.

• 10+ Users: $690 per month (billed annually) for unlimited documents, suitable for larger teams.

Find the right plan for you on the pricing page.

If you’re ready for more efficiency, book your demo today!

2. Clio

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

Source: G2

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

Best Features

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

Pros

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

Cons

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

Pricing

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

3. MyCase

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

Source: G2

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

Best Features

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

Pros

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

Cons

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

Pricing

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

4. Smokeball

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

Source: Smokeball.com

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

Best Features

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

Pros

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

Cons

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

Pricing

Smokeball plans are currently not available for public viewing.

5. Checkbox

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

Source: G2

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

Best Features

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

Pros

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

Cons

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

Pricing

Checkbox has no direct pricing on its website.

Briefpoint Automates The Most Tedious Part of Your Workflow

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

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

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

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

Get Unlimited Savings With Document Automation

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

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

Test Briefpoint yourself by scheduling a demo here.