Remove Case management Remove e-filing Remove e-records
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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

Calendar syncing : Avoid missed deadlines for probate filings or trust administration by syncing key dates across your teams calendars and client matters. Case management : Centralize every matterwills, POAs, trustsin one place so you can easily access notes, communications, and documents across long timelines and multiple stakeholders.

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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? Everything is centralized, so your team isnt wasting hours searching for files or resolving version conflicts. Case and status tracking Many law firms rely on emails, phone calls, and meetings to track case updates.

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Future-Proof Your Practice: A Guide to Law Firm Succession Planning

Rocket Matter

Get free e-book A founding partner at your firm becomes incapacitated, passes away, or decides to retire after decades of practice. Because the firm has an established succession plan, their client cases are reassigned quickly, preventing case management from turning into chaos. Rocket Matter can help you with that.

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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. E-Discovery E-discovery is a crucial part of the legal industry. With the help of AI technologies, lawyers can conduct E-discovery. This data can include emails, media files, and documents.

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The 10 Legal Tech Trends that Defined 2021

LawSites

As reported by Cheryl Miller in The Recorder , Assemblyman Mark Stone, D-Scotts Valley, and Sen. legal tech companies go public: alternative legal services provider LegalZoom (Nasdaq:LZ), legal technology company Intapp (Nasdaq:INTA), and e-discovery company DISCO (NYSE:LAW). Given this paucity of U.S. In Gloucester, Mass.,

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How to compress a PDF

Clio

The ordeal typically involves carving out time in your busy day to print paperwork, hand-delivering it to the courthouse (or arranging a courier), and then obtaining a file stamp. As technology progressed in recent decades, many courts started to let legal professionals e-file their documents.