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10 Tools Every Lawyer Needs in Their Legal Tech Stack

Countless contract revisions, a team scattered across the globe, and a looming court deadline—keeping track of all this and ensuring timely filings can be chaotic. 

We’ve been researching the needs of the legal industry, and what quickly became apparent was the burden of managing complex cases. Version control issues lead to confusion, and chasing approvals feels like an endless email loop. This often results in frantic last-minute edits, all-nighters, and the constant worry of missing a crucial update or relying on outdated information.

Thankfully, the legal field has moved far beyond physical files and late-night library sessions. Legal tech offers a great solution!

In this blog post, we’ll use our research findings to explore the essential tools you need in your legal tech stack. 

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A legal tech stack is a collection of software tools and technology solutions that legal professionals use to streamline operations, enhance productivity, and manage workflow more effectively. 

It’s a centralized approach that eliminates the chaos of scattered information and ensures you’re working with the most up-to-date resources. It maximizes your efficiency and puts you in a position to deliver exceptional service to your clients.

Suppose you’re working on a complex contract negotiation. You can use your legal tech stack to:

  • Securely store and share the latest contract drafts with your client through a cloud-based document management system
  • Use legal research tools integrated within the platform to find relevant case law and regulations
  • Communicate with the client and other team members in real-time through instant messaging or video conferencing features
  • Set deadlines and track tasks associated with the negotiation process using project management software
  • Automate repetitive tasks, such as contract clause generation, using built-in AI functionalities [if available]

Having all these features at your fingertips within a central system simplifies the negotiation process, improves accuracy, ensures timely completion, and provides a more transparent and collaborative experience for the client.

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To build a strong legal tech stack, consider the entire legal workflow, from client intake to matter management to case closure. Your ultimate tech stack should contain tools that boost efficiency, improve accuracy, and enhance client communication. Here’s what to look for:

  • Case management [CMS]: This is the backbone of your tech stack. Look for a cloud-based CMS with features like drag-and-drop calendaring with automated reminders for court hearings and matter budgeting and task management for cost control and streamlined workflows
  • Practice-specific tools: Consider niche functionalities for your practice area. For instance, pick a solution with advanced eDiscovery tools for efficient document review and legal hold capabilities for litigation. For corporates, prioritize incorporation and entity management platforms
  • AI-powered legal research and automation: Use AI tools to analyze vast legal data and identify relevant case law, statutes, and regulations. The tool should also automate repetitive tasks like generating standard legal documents [NDAs, disclaimers] with pre-populated client information
  • Client Portal: Implement a secure client portal for easy document exchange, real-time case updates, and secure communication channels
  • Seamless data flow: Ensure you choose software that integrates with other tools to avoid data silos and manual entry. For instance, you can get your billing software to populate case data automatically
  • Scalability: Choose tools with a modular architecture that can grow with your practice. Look for solutions with add-ons to cater to evolving needs
  • Client data protection: Prioritize tools with robust security features, such as data encryption, two-factor authentication, and access controls, to safeguard sensitive client information and ensure compliance with data privacy regulations
  • Intuitive interfaces: Choose user-friendly platforms for lawyers, paralegals, and even clients [for client portals] to promote user adoption 

Considering these factors, you can build a personalized tech stack that empowers you to excel in your field, grow your business, and provide exceptional service to your clients.

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Here’s our final list of the 10 best tools to elevate your legal practice in 2024. These cover the essential functionalities every lawyer needs, from robust legal project management tools to secure document management and beyond. 

Conquer your legal workload with ClickUp, a powerful, cloud-based project management platform that can be the heart of your legal tech stack. 

Legal project management is an essential component of any successful legal practice. ClickUp’s Law Firm Project Management Software offers a high degree of customization, making it adaptable to the unique needs of your practice, whether you’re a solo lawyer or a large firm. 

You can tailor your workspace to see the information most important to you and your team and improve your client relationship management.

Create effective project plans, manage project closures, and view your plans in 15+ different ways in ClickUp

Its time-tracking features provide insights into your team’s productivity and help ensure accurate billing. You can make notes on time entries, mark time as billable, and export time logs for invoicing. It also lets you access customizable Time Tracking cards to meet your reporting needs.

ClickUp's time-tracking
For law firms that bill by the hour, ClickUp’s time-tracking options help you know exactly how much time you spend on every case

You can filter logs by date, tags, or priority for a thorough insight into everyone’s schedules. I’ve found the List view, Calendar view, and Board view useful in tracking entries associated with specific tasks.

ClickUp Docs 
Compile important information regarding cases in a centralized hub using ClickUp Docs 

Further, ClickUp’s document management features enable you to centralize all case-related notes, documents, and attachments within ClickUp, ensuring everything is organized and accessible.

Use ClickUp Docs to create and edit documents and collaborate with your team. It’s the go-to tool for clearly and persuasively presenting complex research, facts, and arguments.

You can also use Docs to build a wiki page for your law firm and store legal precedents, case summaries, and best practices within ClickUp.

Docs are also useful in contract drafting: You can upload PDF contracts, add comments and feedback using the proofing tools, and maintain control over the master copies of important documents.

When you’re required to craft persuasive legal arguments, use a dedicated template to spend less time on busywork and more time researching for and polishing your argument. ClickUp’s Legal Memo Template makes it easier to organize your research, lay out the facts, and present your arguments in a coherent, structured fashion. 

Quickly tailor ClickUp’s Legal Memo Template to a specific case to save time and ensure consistency in your legal memos

It helps you draft clear, concise, and high-quality legal memos quickly, complete with research notes and citations.

Here are the best features of the ClickUp Legal Memo Template:

  • Get a pre-formatted structure for an introduction, statement of facts, legal analysis, conclusion, and more to ensure a consistent and professional format
  • Use custom fields to input key information like client name, matter number, date, and author to help organize and track memo details
  • Integrate with ClickUp’s collaboration features to assign tasks, leave comments, and track changes as you work on the memo with your team
  • Easily duplicate and reuse the template for future legal memos, saving time and ensuring consistency across your legal practice

In addition, whether you’re dealing with contracts, litigation, or research, having a reliable template to track progress and collaborate across teams can make all the difference.

Use ClickUp’s Legal Project Management Template to eliminate manual data entry and minimize human error

ClickUp’s Legal Project Management Template helps you stay on top of your projects and tasks by providing a visual roadmap for:

  • Managing resources and timelines
  • Tracking progress against deadlines
  • Optimizing collaboration across teams

It offers many customizable features that empower teams to transform ideas into action and structure project roadmaps around key milestones.

This versatile template offers a foundation for managing your legal projects. You can assign tasks, set deadlines, track progress, and ensure nothing falls through the cracks.

ClickUp Brain
Locate project files easily with the AI-powered assistance of ClickUp Brain

You can also add an artificial intelligence layer within your tech stack by using ClickUp Brain, ClickUp’s built-in AI assistant, to optimize workflows. 

 It lets you find answers to questions across your entire ClickUp workspace, including documents, notes, emails, and even transcribed audio from ClickUp Clips.

By keeping track of cases and their associated details, the ClickUp platform allows legal firms to stay organized and ensure they’re up to date on all the cases they are handling. 

This helps reduce delays in court proceedings and makes it easier for attorneys, paralegals, and other legal services consultants to manage their workloads.

Managing a legal case is no small feat! Keeping track of progress, tasks, billing, and communication can be overwhelming. That’s why ClickUp created the perfect template to help you manage your legal cases easily. 

Use ClickUp’s Legal Case Tracking Template to handle multiple cases by tracking contacts, billings, docs, and more

The ClickUp Legal Case Tracking Template helps you manage every aspect of your cases, from initial intake to final resolution, all in one solution.

  • Organize client information and collaborate seamlessly with colleagues
  • Keep a detailed timeline of all events and deadlines, ensuring you stay on top of case progress and upcoming deadlines
  • Use various views to track open and closed cases, monitor invoices and payments from clients, and visualize upcoming deadlines, hearings, and events
  • Log billable hours worked on each case and indicate whether the client has paid their invoice with custom fields such as ‘Hours’ and ‘Paid’
  • Ensure consistent case management processes with pre-built checklists

By leveraging ClickUp’s features, you can streamline workflows, improve information accessibility, and gain valuable insights.

ClickUp best features

  • Maintain a visual overview of case timelines with ClickUp’s Gantt charts and track deadlines, milestones, and dependencies across all your cases
  • Create separate boards for different case types or individual clients, and use ClickUp’s robust task management features to assign deadlines, priorities, and dependencies for each legal task within a case
  • Use ClickUp’s Custom Fields to track important case details like case numbers, opposing counsel, or filing deadlines directly within ClickUp
  • Facilitate seamless communication within your team using ClickUp’s Chat view to discuss case strategies, share updates, and ask quick questions
  • Keep your team informed with ClickUp’s mention and notification system, and receive real-time updates on case progress
  • Use 100+ built-in ClickUp Automations [or create your own using natural language commands in ClickUp Brain] to automate repetitive tasks such as sending reminders for upcoming deadlines or triggering notifications when case documents are nearing expiration
  • Generate insightful reports on team productivity and time spent on various legal matters and use this data to identify areas for improvement
  • Integrate ClickUp with legal research software like LexisNexis or Westlaw, which allows you to access legal resources and case law directly within ClickUp

ClickUp limitations

  • ClickUp’s extensive feature set may involve a mild learning curve for your team to leverage its full potential

ClickUp pricing

  • Free Forever
  • Unlimited: $7/month per user
  • Business: $12/month per user
  • Enterprise: Contact for pricing
  • ClickUp Brain: Add to any paid plan for $7 per member per Workspace per month

ClickUp ratings and reviews

  • G2: 4.7/5 [9500+ reviews]
  • Capterra: 4.6/5 [4100+ reviews]

2. Clio: Case management software

via Clio

Clio is a cloud-based software tool that keeps your data organized—information, notes, tasks—all in one central location, so you don’t need to waste time searching for these artifacts. It also automates the scheduling of important deadlines and court dates, ensuring no critical dates are missed.

I was impressed by Clio’s document management features. This tool ensures all case-related documents, emails, and correspondence are stored securely and can be accessed and shared easily, adhering to legal compliance requirements. 

For accurate billing and project budget management, you’ve advanced time-tracking software that integrates with your inbox and even records the time you spend communicating with clients!

Clio also provides top-notch security features, including encryption and regular backups, protecting sensitive client information.

It integrates with other legal technology tools, such as legal research platforms, e-signature tools, and accounting software solutions, creating a cohesive tech stack that reduces data silos and manual data entry, freeing you to focus on what matters most—your clients.

Clio best features

  • Customize intake forms to capture client details in a way that complements your workflow and streamlines client onboarding 
  • Streamline legal workflows by automating tasks such as the intake process with online forms that feed directly into Clio
  • Integrate with various legal tools and services, eliminating the need to switch between different platforms or re-enter data

Clio limitations

  • Clio offers limited customization options, and law firms with very specific workflows might find it challenging to adapt Clio to their needs fully
  • While Clio offers various pricing plans, it can become expensive for large firms with several users

Clio pricing

  • Easystart: $49/month per user
  • Essentials: $89/month per user
  • Advanced: $129/month per user
  • Complete: $159/month per user

Clio ratings and reviews

  • G2: 4.6/5 [600+ reviews]
  • Capterra: 4.7/5 [1,600+  reviews]

3. NetDocuments: Document management system [DMS]

NetDocuments offers a secure, cloud-based storage platform for your legal documents. It’s accessible across devices and eliminates the need for local file servers. Cloud-based documents enable seamless collaboration through secure document sharing and real-time co-editing with colleagues and clients. 

Think of emails, contracts, and everything in between, all residing in one easily accessible location from anywhere, anytime. No more hunting down files or worrying about security breaches. NetDocuments keeps everything organized and under control.

The web-based platform and mobile app allow users to access and work on documents from anywhere, enhancing flexibility and remote collaboration.

NetDocuments best features

  • Use version control to track changes made to documents, preventing confusion and accidental overwrites
  • Prioritize security with features like access controls and encryption to ensure data confidentiality and protect your sensitive documents
  • Locate critical documents with NetDocuments’ full-text search functionality

NetDocuments limitations

  • Integrating NetDocuments with other legal software can be complex and require additional configuration
  • NetDocuments offers many features, which can lead to a steeper learning curve for new users

NetDocuments pricing

  • Custom pricing

NetDocuments ratings and reviews

  • G2: 3.7/5 [25+ reviews]
  • Capterra: 4.3/5 [25+ reviews]

4. Everlaw: e-Discovery software

Everlaw is a cloud-based eDiscovery platform designed for legal teams. I focused on its usefulness for streamlining the discovery process, a crucial yet time-consuming aspect of litigation.

What stood out is its sophisticated search functionalities, which enable quick and easy filtering based on keywords, dates, custodians, and other criteria. This significantly reduces the time and cost associated with e-discovery. 

The platform also offers robust document review features. Within the platform, we can easily assign tasks, share notes, and discuss plans. Everlaw’s centralized platform ensures seamless collaboration, saving time and enhancing team efficiency. 

Foreign language support and scalability are other clear winners for me. It offers instant translation capabilities for over 100 languages, making it a must-have for legal teams working on international cases. 

Designed to handle large and complex datasets, Everlaw is a suitable option for legal teams of all sizes, providing the ultimate tool for building a winning case.

Everlaw best features

  • Streamline all aspects of the litigation process with features such as fast uploads and processing, email search, advanced analytics, and integrated trial preparation
  • Use sophisticated search tools such as keyword search, boolean operators, and concept searching for highly targeted searches
  • Get a user-friendly interface for document review, with features like bulk tagging, coding, and redaction capabilities to review documents efficiently and collaboratively

Everlaw limitations

  • EverLaw offers a predefined set of features, and, in my opinion, firms with highly specialized eDiscovery workflows will find its customization options limited
  • Once you integrate Everlaw with your workflow, switching to another eDiscovery platform later could be challenging

Everlaw pricing

  • Custom pricing

Everlaw ratings and reviews

  • G2: 4.7/5 [520+ reviews]
  • Capterra: 4.8/5 [80+ reviews]

5. ContractSafe: Contract management software

Keeping track of multiple versions of contracts and their addendums can be challenging. ContractSafe is a central hub that keeps all documents organized, easily accessible, trackable by version, and under control. 

ContractSafe impressed me with its features that streamline the entire contract lifecycle, from creation to execution.

My team and I could create, edit, and collaborate on contracts within the platform, ensuring a central repository for all contract documents. 

Additionally, electronic signature capabilities and automated workflows can expedite contract approval. These features are particularly beneficial for legal teams managing a high volume of contracts.

ContractSafe offers features for automating repetitive tasks in the contract lifecycle, such as sending reminders for approvals or managing deadlines. Unlimited users within a firm can access and work on contracts simultaneously, ensuring everyone stays on the same page. 

ContractSafe best features

  • Create and edit contracts directly within ContractSafe using pre-built templates or customized clauses
  • Accept electronic signatures, eliminating the need for printing, scanning, and wet signatures
  • Use collaboration features such as document sharing, commenting, and version control for seamless collaboration among internal and external parties involved in the contract process

ContractSafe limitations

  • Firms with a broader range of document management requirements may require additional software
  • Integrating ContractSafe with existing legal software can be complex and require additional configuration

ContractSafe pricing

  • Organize: Starting at $450/user per month
  • Finalize: Starting at $695/user per month
  • Maximize: Starting at $895/user per month

ContractSafe ratings and reviews

  • G2: 4.6/5 [90+ reviews]
  • Capterra: 4.8/5 [130+ reviews]

Lexis Nexis provides a gateway to a vast legal library, including federal and state case law, statutes, and regulations, accessible from anywhere at any time. 

Beyond basic search, LexisNexis offers advanced analytical tools that help identify legal trends, analyze judicial opinions, and understand how courts have interpreted laws in similar cases. This feature is invaluable for crafting winning legal arguments.

LexisNexis streamlines the research process with features like case citations and automated alerts for relevant legal updates. These tools save valuable time compared to traditional legal research methods.

The platform’s comprehensive resources and advanced functionalities significantly enhance legal research efficiency. For legal professionals looking to stay ahead, LexisNexis offers all the tools needed to build winning cases and stay updated with the latest legal developments.

LexisNexis best features

  • Set up customized research alerts to receive notifications when new legal information relevant to your interests becomes available
  • Find relevant case law, statutes, regulations, legal news, and expert analysis, all within a single platform
  • Stay up-to-date on current legal developments and emerging issues within your practice areas

LexisNexis limitations

  • LexisNexis offers various subscription plans, but access can be expensive, particularly for smaller firms or individual lawyers
  • While LexisNexis offers some integrations with legal practice management software, it might not integrate seamlessly with all legal tech tools, requiring users to switch between platforms and disrupting workflow

LexisNexis pricing

  • State Basic: $153/user per month [billed annually]
  • State Premium: $340/user per month [billed annually]
  • National Premium: $399/user per month [billed annually]

LexisNexis ratings and reviews

  • G2: 4.1/5 [130+ reviews]
  • Capterra: Not enough reviews

Bill4Time understands the nuances of legal billing, offering features such as trust accounting and LEDES [Legal Electronic Data Exchange Standard] invoicing, which are the industry standards for electronic billing. 

You can use it to generate reports on billable hours, revenue generated, and client profitability. This data-driven approach to client management helps optimize any legal unit’s financial health and strategic decision-making.

Bill4Time prioritizes data security with features like access controls and secure data storage. This ensures client confidentiality and compliance with industry regulations. 

It also makes it easy to record billable hours on the go from any device, identify revenue trends, and simplify invoice creation. 

Customizable templates, automated recurring billing, and multiple online payment options within the software enhance efficiency, making financial management seamless for your legal practice.

Bill4Time best features

  • Automate the invoice generation process, saving valuable time for your teams
  • Integrate it with popular time tracking tools to capture billable hours effortlessly, eliminating the need for manual data entry and ensuring an accurate billing process
  • Manage client accounts, including storing contact information, tracking outstanding invoices, and accepting online payments

Bill4Time limitations

  • The focus is on core billing, and firms that require features like document management or advanced case management will need additional software
  • Some users might find a learning curve associated with using the full range of features, and training and support resources might be necessary to maximize the platform’s benefits

Bill4Time pricing

  • Time & Billing: $29/user per month
  • Time & Billing Enterprise: $69/user per month
  • Legal Pro: $49/user per month
  • Legal Enterprise: $89/user per month

Bill4Time ratings and reviews

  • G2: Not enough reviews
  • Capterra: 4.8/5 [180+ reviews]

Intralinks is a leading provider of secure, cloud-based virtual data rooms [VDRs] for the legal, financial, and investment communities. Intralinks acts as a high-security digital vault for sharing confidential documents during critical transactions.

With Intralinks, our team could run bulk uploading, document indexing, and full-text search. These tools facilitate efficient document organization and retrieval, saving valuable time for legal teams. 

The platform also streamlines the deal process through secure Q&A forums, document redaction tools, and robust reporting functionalities. These features collectively enhance the efficiency and security of sensitive transactions.

Intralinks also offers mobile accessibility, allowing you to access and work on documents within the VDR using the mobile app. This promotes flexibility and collaboration, enabling legal professionals to stay productive on the go. 

  • Prioritize security with features such as two-factor authentication, data encryption, and secure data centers
  • Set granular access controls for documents within the VDR
  • Get detailed activity logs, tracking user access, document downloads, and other actions within the VDR
  • Intralinks offers limited customization options, and integration with other software might be required for tasks such as case management, billing, or client communication
  • Intralinks pricing is based on factors such as data storage size and user access, and this can be steep compared to basic VDR solutions
  • Custom pricing
  • G2: 3.6/5 [20+ reviews]
  • Capterra: Not enough reviews

9. LogicGate: Compliance and risk management

LogicGate impressed me with its comprehensive features for identifying, assessing, and mitigating risks across any law firm.

It’s a centralized hub for governance, risk, and compliance throughout legal operations. It empowers firms to proactively identify, assess, and mitigate potential legal risks, protecting the firm and its clients. 

For me, the centralized approach eliminates the need for scattered spreadsheets and documents, improving risk visibility and control.

The platform offers tools for managing regulatory compliance, conducting audits, and automating workflows. These features facilitate collaboration between different departments, ensuring everyone is on the same page regarding risk management strategies.

Overall, LogicGate is particularly beneficial for law firms seeking to proactively manage risk and ensure adherence to industry regulations. 

LogicGate best features

  • Track compliance obligations, automate workflows for tasks like document reviews, and generate detailed compliance reports
  • Streamline compliance efforts and repetitive tasks within the risk management process by automating manual processes such as risk assessment reminders or the escalation of identified risks
  • Get reporting and analytics tools that offer insights into risk trends and the effectiveness of risk management efforts

LogicGate limitations

  • The breadth of features may be overwhelming for new users and requires initial training to unlock its full potential, especially for complex compliance frameworks
  •  Law firms with highly specialized workflows, such as risk management, may require additional customization for specific needs

LogicGate pricing

  • Custom pricing

LogicGate ratings and reviews

  • G2: 4.6/5 [150+ reviews]
  • Capterra: 4.7/5 [60+ reviews]

Lex Machina is much more than just a legal research tool. It’s a powerful, cloud-based platform with artificial intelligence tools and big data, helping you predict case outcomes, identify winning arguments, and outmaneuver opposing counsel. 

The extensive legal data Lex Machina offers includes comprehensive datasets of court filings, judge rulings, and attorney involvement in various practice areas. This allows you to understand litigation trends and historical precedents better. 

You can leverage this information to anticipate counter-arguments and develop effective litigation strategies.

One of Lex Machina’s standout features is its ability to analyze opposing counsel’s track record, including their win rates, litigation styles, and preferred arguments. 

Lex Machina’s best features

  • Create personalized dashboards with the most relevant data points and visualizations for informed decision-making
  • Identify the arguments most likely to resonate with specific judges and juries to craft winning strategies
  • Estimate the likelihood of success in a case, identify potential risks, and take strategic decisions

Lex Machina limitations

  • While Lex Machina provides valuable data and insights, it doesn’t offer legal advice or act as a substitute for a lawyer’s judgment
  • The accuracy of Lex Machina’s insights depends on the quality of the underlying court data. Inaccurate or incomplete data might lead to misleading conclusions

Lex Machina pricing

  • Custom pricing

Lex Machina ratings and reviews

  • G2: 4.1/5 [130+ reviews]
  • Capterra: Not enough reviews
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When choosing the right tools for your legal tech stack, consider your practice area, team size, budget, and specific challenges. Explore reviews, test free trials, and compare features to find the perfect fit.

While finding the legal technology that works for you is important, I strongly recommend ClickUp as your central legal project management hub based on my experience.  

By strategically selecting and integrating ClickUp tools and features, you can streamline workflows, boost communication, and deliver exceptional client service. 

Remember, technology is a powerful tool that shouldn’t replace the human touch. The best legal tech stack, anchored by ClickUp, complements your expertise, allowing you to focus on what matters most in the legal profession—advocating for your clients with unwavering dedication.

Try ClickUp today! Sign up for free—no credit card required.

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