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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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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. How Can Legal Workflow Automation Benefit You?

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5 Best Contract Collaboration Software For Better Teamwork

Percipient

Everyone works on the same document, with changes tracked and previous versions accessible if needed. No more emailing attachments back and forth or renaming files with endless final_v2 or final_final labels. Without these features, you’re left juggling emails, separate file versions, and long approval delays.

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Win More Clients by Using Document Automation Differently

LawSites

I built a document automation app online to help people fight their tickets for free using a recent court decision that had come down in Manhattan. Download: The Complete Guide of Document Automation Software for Law Firms. (Never mind that the schools were closed.) That Saturday, I went to work.

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AI Contract Drafting & Automation Tools for Lawyers

Clio

Every legal professional knows that drafting contracts can be time-consuming, but automation and AI-powered technology are changing that. Document automation and AI contract drafting reduces repetitive tasks, helping lawyers generate standard agreements faster while freeing up time for higher-value legal work.

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Digital Transformation for Law Firms: A Guide to Modernizing Your Practice

Rocket Matter

Get free e-book The digital age has changed our collective relationship to communication how we receive, process, and express information is now almost boundless and instantaneous. Document Automation: Choose a software that lets firms create legal documents in seconds using customizable templates.

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The 10 Legal Tech Trends that Defined 2021

LawSites

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). In that book, he wrote that the process of modernizing courts must be gradual, because “you can’t change the wheel on a moving car.”. In Gloucester, Mass.,