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5 Best Legal Workflow Automation Software Tools in 2025

Percipient

Here are some of the most useful types of legal workflow automation software: Contract review software : AI scans contracts, flags risks, and suggests edits so youre not stuck reading every line. Case management software : Keep all your cases, documents, and deadlines organized in one place.

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5 Ways Integrations Streamline Case Management

Rocket Matter

If you’re creative enough, you could compare case management to a race. When you’re focused on the road, the “wheels” of your internal workflows roll in harmony to move each case forward toward the finish line. Integrated features for more organized case management . Tools that transform case management .

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Driving Innovation in Law Firms: Strategies and Considerations

Rocket Matter

Case management and document organization solutions can save time and reduce errors. These solutions can integrate features like task management and document storage to create a more cohesive experience for you and your team. Embracing mobile paperless tools 5. And more important resources!

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No Smoke and Mirrors: Smokeball Is an Impressive Toolbox for Law Firm Management

Attorney at Work

Like most case management software, Smokeball aggregates matters by matter type – which can also be used as templates to set up new matters more quickly. But, Smokeball also captures leads, having built CRM (customer relationship/lead management software) features into its system, which is not as common for case management tools.

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Most Law Firms Use Just Five or Fewer Unique Software Products, Smokeball Study Says

LawSites

Document management, 47%. Practice management or case management, 34%. Document automation, 26%. According to the survey, the most popular are: Legal research, 61%. Video conferencing, 61%. Microsoft Office suite, 53%. Accounting, 43%. Payment processing, 36%. Teams or Slack, 29%. Client portal, 25%.

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10 Best Productivity Tools for Lawyers

Clio

Cloud-based case management software Cloud-based case management software makes it possible for lawyers and their teams to more easily manage cases, client engagements, and billing from anywhere, anytime. Streamline the document creation process itself with Clio Draft’s legal document automation.

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How to Introduce AI Into Your Law Firm’s Workflow (The Right Way)

Clio

Of course, if you want to enhance your legal practice as soon as possible, Clio Duo is a secure, AI-powered solution built into Clio Manage that works seamlessly inside of case management workflows. By using tools to automate repetitive tasks first, firms can create standardized, efficient workflows that AI can then enhance.