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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. Instead of wasting time on admin work, you can focus on what really matterslegal strategy and client needs. But not every tool is built the same.

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Essential Tools for Virtual Estate Planning Attorneys

Clio

Features: Client communications : Keep clients informed and engaged, whether theyre elderly, remote, or coordinating on behalf of an estate, with secure and flexible messaging options. Features: Case and document summarization: Instantly review key points from long case files or estate planning documents. Enhanced data security.

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How to Use Your Legal CRM From Intake Through Case Closed 

Rocket Matter

Legal client relationship management (CRM) software helps you maximize your time and resources with automated messaging, marketing task management, and other tools to streamline your work, from client intake to case wrap-up. Client intake. The client intake process can be fraught with potholes.

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

Rocket Matter

Big tech changed the game in how we run our everyday lives, so stay up to date with the latest available software solutions to keep clients happy. 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.

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5 Things to Know About Clio File

Clio

As lawyers know all too well, legal e-filing systems can be a headache to navigate. It’s no wonder lawyers feel uneasy using them, worried about making mistakes and missing crucial filing deadlines. What is e-filing?

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Law Firm Management: The Ultimate Guide for Modern Firms

Centerbase

These challenges are often related to: Administrative Inefficiencies Handling administrative tasks is a common pain point in many firms, which requires substantial time and resources that could otherwise be used for client-facing legal work. Without well-planned policies and training, even small oversights can pose significant risks.

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4 Common Challenges Law Firm Workflow Management Can Solve

Rocket Matter

Big tech changed the game in how we run our everyday lives, so stay up to date with the latest available software solutions to keep clients happy. Get free e-book Lawyers lose 40% of the time they spend working to inefficient, manual processes that cover work outside the practice of law.