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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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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. Time-Saving.

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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? Conflict check.

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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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Are Electronic Signatures Legal?

Clio

Electronic signatures (or e-signatures) have become nearly ubiquitous in everyday life and business—from confirming your agreement to terms and conditions on a website, to using e-signature tools to sign a work contract. What is an e-signature? But are electronic signatures legally binding? What is an electronic signature?

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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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Law Firm Management: The Ultimate Guide for Modern Firms

Centerbase

Implementing best practices like documenting workflows, creating a solid business plan, prioritizing work-life balance, and ensuring cybersecurity can enhance client satisfaction and support sustainable growth. These inefficiencies can lead to billing disputes, compliance risks, and dissatisfaction among staff and clients.