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5 Best Legal Workflow Automation Software Tools in 2025

Percipient

Legal workflow automation software helps cut through the clutter by handling routine tasks like contract review , e-signatures, case tracking, and client intake. E-signature software : Skip the printing and scanning; get legally binding signatures in minutes. But not every tool is built the same.

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Essential Tools for Virtual Estate Planning Attorneys

Clio

Task tracking and automation : Stay on top of critical steps like document signing, court filings, and follow-ups with automated task lists and reminders for each estate plan or probate matter. Reusable templates: Turn your Word files into dynamic templates that autofill with case-specific information. Higher client satisfaction.

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AI In Legal Industry: What’s More In The Store?

CaseFox

Document Management Law firms are moving away from traditional ways of keeping and recording documents. Although electronic documents are easy to store, they also have some challenges. Electronic documents take less physical space for storage, but finding these documents can be challenging.

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The Future of Law Firms: How to Adapt in a Changing Industry

Rocket Matter

Get free e-book What will the future of law firms look like in a few years? From client intake and document management to billing and case tracking, automation tools enhance how legal teams work. Case and status tracking Many law firms rely on emails, phone calls, and meetings to track case updates.

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Starting a New Law Firm: Tech Considerations

Legal Tech Monitor

Case Management Software Case management software helps law firms manage their cases, including details about clients, case information, documents, billing, and schedules. You might also consider a document management system (DMS) like NetDocuments.

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eDiscovery Excellence: Best Practices and Strategies for Legal Success

CaseFox

Collaboration tools, such as document management systems or eDiscovery platforms, facilitate seamless communication and improve efficiency. Technology-Assisted Review (TAR): TAR, also known as predictive coding or machine learning, utilizes advanced algorithms to assist in the document review process.

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Voting Is Open! Pick the 15 Finalists to Compete At Startup Alley at ABA TECHSHOW 2024 in February

Above the Law - Technology

Finally, we will directly target clients (enterprises and government agencies) with the idea that our track record would help become their preferred partners. DCS: records ‘instructions’ from grantor and can help send court orders to custodians to try and close out an estate. Trust + Will: Sets a digital asset beneficiary.

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