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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. What Is Legal Workflow Automation Software?

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What is a Client Intake Form?

Lawmatics

A client intake form , often found on a law firm’s website, is used by law firms and legal professionals to gather essential information from potential clients during the initial consultation or intake process. What are the benefits of a client intake form? Risk Management. Conflict Checking.

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Client Intake Software

Lawmatics

Client intake in a law firm is an important process for onboarding new clients. Client intake software is technology used by businesses and organizations to streamline the client intake process by collecting information from clients. What is client intake in law?

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Essential Tools for Virtual Estate Planning Attorneys

Clio

In fact, 70% of clients say they prefer working virtually with lawyers , which means modernizing your practice is more important than ever. With the best estate planning software for attorneys, youll better be able to streamline operations, prioritize your clients, and set your firm up for long-term success. Learn more here!

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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. Here’s how to make the most of your legal CRM software. Client intake.

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How to Grow Your Law Firm: 10 Strategies for Sustainable Success

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 If youve been proactively working to grow your law firm , you know firsthand that the road to business success is fraught with challenges. Download free guide 6.

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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? Close too many clients, and you will soon realize this approach is not manageable.