Remove Client Intake Remove e-records Remove Time-tracking
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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. Easily manage flat fees, hourly rates, or retainers with built-in tools that keep your billing organized, accurate, and easy to track.

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

Rocket Matter

Learn how big tech has changed the legal industry Free Guide The Small Firms Guide to Big Tech While any change in how you operate your law office can feel overwhelming, theres never been a better time to start migrating your office structures online. They also want to work with attorneys who are known for delivering stellar client service.

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

Rocket Matter

Learn how big tech has changed the legal industry Free Guide The Small Firms Guide to Big Tech While any change in how you operate your law office can feel overwhelming, theres never been a better time to start migrating your office structures online. Get free e-book What will the future of law firms look like in a few years?

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Maximize Your Law Firm Finances: Fix These 9 Mistakes to Boost Profitability

Rocket Matter

Learn how big tech has changed the legal industry Free Guide The Small Firms Guide to Big Tech While any change in how you operate your law office can feel overwhelming, theres never been a better time to start migrating your office structures online. Stop Relying on Spreadsheets Spreadsheets and paper records just don't cut it anymore.

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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.