Legal professionals wear many hats, from data entry and legal document preparation to client intake. It’s not an easy life—unless you have top-shelf legal workflow software to keep operations running smoothly.
Legal workflow management software improves legal processes with document automation tools and other functions so your team can focus on the big stuff.
This guide highlights the 10 best legal workflow software for law firms and legal departments. Compare key features, pricing, limitations, reviews, and more to find the legal workflow tool that’s best for your needs and requirements.
Summarize this article for me pleaseWhat Is Legal Workflow Software?
First, let’s highlight what legal workflow software can do for your legal team. Feel free to skip ahead to the good stuff if you’re already familiar with legal workflow tools.
Legal workflow management software lets you streamline your days with features like:
- Invoice, expense recording, and time tracking automation
- Legal document management and automation
- Task management and automation
In other words, it’s all about that sweet, sweet process automation.
Legal workflow software can do other things, too, like facilitating secure client communication and real-time collaboration. But putting routine tasks on autopilot and minimizing human error is typically the top focus.
Summarize this article for me pleaseWhat Should You Look for In Legal Workflow Software?
You need to know what you want in order to choose the right legal workflow solutions for your team. Here are some things to look for:
- Automation: Find a tool that automates repetitive tasks and time-consuming business processes
- Client management: You’ll want a tool that helps client management, intake processes, onboarding, and customer support with direct, secure communication
- Collaboration: Pick a tool that connects you with your team for real-time collaboration, notifications, automated task assignment, and project management
- Database management: Look for software that keeps all the data related to your clients, legal practice, cases, and contacts in one secure place
- Integration: Go with software that integrates with your other tools to unify your data on a single dashboard
- Reporting: Choose a tool that’ll improve your practice management and profitability with data analysis, KPI tracking, and productivity monitoring
Did we miss something? Maybe you’re looking for employee management software for your firm or automated billing. Whatever it is, that’s important too! Make a note of it before you dive into the good stuff.
Summarize this article for me pleaseThe 10 Best Legal Workflow Software
Okay, you officially know what to look for in legal workflow automation software! Now, you’re ready to find a tool you love and enjoy the freedom of automated workflows and improved legal processes.
1. ClickUp
ClickUp is an all-in-one project management solution designed to help teams across industries plan, organize, and execute their workflows in the most efficient way possible. It is the only tool powerful enough to bring all of your work together—across apps—into a single secure platform.
With hundreds of collaborative features packed into every pricing plan, ClickUp is the perfect place to connect with clients, other legal professionals, and more.
Customizable or pre-built Automations in ClickUp also play a major role in creating organized legal workflows. Whether you’re streamlining your project handoffs, the client intake process, or looking for a more efficient way to assign tasks, workflow automation in ClickUp is your answer. Legal workflow automation helps eliminate unnecessary administrative tasks weighing down your day, leaving more valuable time to focus on legal research, guidance, and more.
You’ll also have access to over 1,000 ready-to-use templates including ClickUp’s Legal Project Management Template. It’ll track progress and improve team collaboration for research, litigation, contracts, and anything else you’re dealing with.
ClickUp best features
- Massive library of over 1,000 templates including contract templates, client management templates, a Legal Case Tracking Template, and anything else you could need
- Over 1,000 integrations to connect every tool you use in one secure platform
- Hundreds of client relationship management (CRM) functions to ensure fast and secure connections with your clients at all times
- Customizable Dashboards and 15+ views designed to enhance your project management system with features like priority management, progress tracking, and Automation for tasks
ClickUp limitations
- There can be a bit of a learning curve adjusting to ClickUp’s rich set of features
- Not all views are available in the mobile app yet
ClickUp pricing
- Free Forever
- Unlimited: $7/month per user paid annually
- Business: $12/month per user
- Enterprise: Contact for pricing
- ClickUp AI is available on all paid plans for $5 per Workspace member per month
ClickUp ratings and reviews
- G2: 4.7/5 (8,800+ reviews)
- Capterra: 4.7/5 (3,800+ reviews)
2. Smokeball
Smokeball is a legal practice management software to help small law firms and solo practitioners manage cases, documents, collaboration, and client communication. Use features like lawyer time tracking software, document automation, and email management to stay organized and increase productivity.
Smokeball best features
- Automation features for tasks like document creation, email, and task scheduling
- Top-notch document management system allows you to organize and search your files from anywhere
- Financial management tools let you manage expenses, track billable hours, and automate invoice creation
- Over 15 integrations with software like Microsoft Word, Zoom, and QuickBooks Online
Smokeball limitations
- Some user reviews mention issues with the service not being entirely cloud-based
- May result in client communication issues due to browser incompatibility, according to some reviews
Smokeball pricing
- Bill: $39/month per user
- Boost: $89/month per user
- Grow: $179/month per user
- Prosper+: $219/month per user
Smokeball ratings and reviews
- G2: 4.8/5 (200+ reviews)
- Capterra: 4.8/5 (200+ reviews)
3. MyCase
MyCase is a comprehensive legal management software designed for practices of all sizes, from freelance paralegals to corporate legal departments. It offers process improvement tools, document automation, billing management, and more.
MyCase best features
- Tools allow you to create custom workflows for routine tasks so you can minimize human error
- Features include client intake forms, eSignature, and built-in client portals for your legal services
- Extensive analytics tools offer insights into your firm’s finances, workflows, and case management
- Integration with Zapier, LawPay, CallRail, QuickBooks, and other popular tools
MyCase limitations
- Some reviews from law firms mention issues managing clients who have multiple cases
- Downloading data may be restricted, according to user reviews
MyCase pricing
- Basic: $49/month per user
- Pro: $79/month per user
- Advanced: $99/month per user
MyCase ratings and reviews
- G2: 4.4/5 (100+ reviews)
- Capterra: 4.7/5 (500+ reviews)
4. Clio
Clio is a legal workflow management software that streamlines how you work and how you do case management. It’s cloud-based and offers features like time tracking, billing, document management, and communication tools to improve productivity and organization across your legal department.
Clio best features
- Cloud-based storage allows you to access and share case information and important documents anywhere, anytime
- Client onboarding features deliver a high-quality experience with automated follow-up emails and correspondence reminders to ensure timely communication and good impressions
- Billing and invoicing features enable users to create and send invoices, ask for payments, track them, and automate financial reports
- Over 200 integrations with popular practice management tools
Clio limitations
- Some users report difficulty accepting payments from clients who prefer to pay by check or ACH
- There are no features to restore files that were accidentally deleted, which has caused issues for some users
Clio pricing
- EasyStart: $39/month per user
- Essentials: $69/month per user
- Advanced: $99/month per user
- Complete: $129/month per user
Clio ratings and reviews
- G2: 4.6/5 (500+ reviews)
- Capterra: 4.7/5 (1,500+ reviews)
5. Filestage
Filestage is a powerful platform for project collaboration across teams of all sizes. It’s not designed specifically for legal teams but has everything you need to streamline your workflow and keep projects on track.
Filestage best features
- Real-time commenting lets you provide instant feedback and enhances collaboration with team members
- Version control ensures that your team is always working with up-to-date versions of each file, which means fewer errors and less confusion
- Secure file sharing feature ensures that sensitive information and case documents are only accessible to authorized users
- The price for paid plans covers unlimited team members instead of charging additional fees for each user
Filestage limitations
- Lacks some specific law-based features available with other legal matter management software
- Free version is limited to two active projects and 2 GB of storage
Filestage pricing
- Free
- Basic: $59/month
- Professional: $299/month
- Enterprise: Contact for pricing
Filestage ratings and reviews
- G2: 4.6/5 (200+ reviews)
- Capterra: 4.7/5 (100+ reviews)
6. Onit
Onit specializes in creating software solutions to streamline business operations. The brand offers several specialized products, including OnitX Enterprise Legal Management (ELM).
OnitX ELM lets you simplify your workflow, track metrics that matter, improve collaboration, and maximize internal and external savings. It’s a customizable legal workflow software with a low-code engine perfect for corporate legal departments and large law firms.
Onit best features
- Customizable dashboards and user-friendly interfaces to make your legal operation more efficient
- Comprehensive reporting and analytics tools provide insight into profitability, case management, and practice areas
- Legal workflow automation tools handle data entry, document creation, invoicing, and more
- Paid plans cover unlimited staff members instead of charging fees for each user
Onit limitations
- Lack of user feedback on popular review platforms makes it difficult to judge the standard product experience
- Reviews from some legal operations report that the monthly price is too high for their budget
Onit pricing
- Standard: $700/month
- Professional: $900/month
- Premium: $2,000/month
Onit ratings and reviews
- G2: 3.8/5 (2+ reviews)
- Capterra: N/A
7. Checkbox
Checkbox is an AI workflow automation platform designed for businesses in various industries, including legal firms. It provides a no-code in-house legal software that can improve the value and speed of your services, making a better impression on clients.
Checkbox best features
- Assign work across your in-house legal team based on capacity or specialization
- Build and update no-code workflow solutions with a visual drag-and-drop canvas anyone can use
- Integrations with tools like Slack, Microsoft Teams, Google Drive, and DocuSign enable teams to process communications and requests from multiple sources
- Analytics provide information on task status, work volume, project type, and average time to complete requests
Checkbox limitations
- Lack of feedback on popular review platforms makes it challenging to gauge the typical user experience
- Checkbox does not provide interested customers with access to pricing information on their website or popular review sites
Checkbox pricing
Users must contact Checkbox for a demo to receive pricing information.
Checkbox ratings and reviews
- G2: N/A
- Capterra: 4.9/5 (30+ reviews)
8. Kissflow
Kissflow is a cloud-based platform that automates workflow processes with a no-code engine. Legal teams can build custom solutions without the need for technical expertise, automating repetitive tasks and optimizing productivity in just a few clicks.
Kissflow best features
- Drag-and-drop interface lets you create forms, legal documents, and workflows quickly with no coding knowledge
- Process mapping tools enable you to easily visualize complex processes and map them in flowcharts and process landscapes
- Analytics and reporting tools allow you to make informed decisions, create custom reports, and track business performance
- Integrations with apps like Google Drive and Slack to streamline business processes and improve productivity
Kissflow limitations
- Not specifically designed for the legal industry and may lack features available with dedicated legal workflow software
- Basic plan lacks access to advanced features like external users and the ability to create a private cluster
Kissflow pricing
- Basic: $1,500+/month
- Enterprise: Contact for pricing
Kissflow ratings and reviews
- G2: 4.3/5 (500+ reviews)
- Capterra: 3.9/5 (30+ reviews)
9. Osprey Approach
Osprey Approach is a comprehensive legal service that provides tools for everything from work schedule and workflow management to financial reporting. It includes time tracking, automated billing, cloud-based document management, smooth client onboarding, and secure communication.
Osprey Approach best features
- Automated legal form creation and document management allows you to save time, reduce human error, and keep files organized in an accessible library
- Practice, case, and client management features help connect all areas of your legal practice to improve efficiency and success
- Financial tools optimize month-end processes and centralize financial operations on one platform for better visibility
- Client management tools modernize the onboarding experience and make case management a breeze
Osprey Approach limitations
- Some user reviews report issues with navigating the interface and using add-ons
- Osprey Approach does not provide potential customers access to pricing information on their website or popular review sites
Osprey Approach pricing
Users must book a consultation with the Osprey Approach team to receive pricing information.
Osprey Approach ratings and reviews
- G2: 4.7/5 (8,800+ reviews)
- Capterra: 4.7/5 (3,800+ reviews)
10. TeamConnect
TeamConnect is an ELM platform by Mitratech designed for legal operations of all sizes. It provides tools for invoicing, financial management, document management, legal workflow automation, and several other areas of matter management.
TeamConnect best features
- Centralized data management platform keeps all your documents in one location you can access anywhere, anytime
- Legal workflow automation lets you streamline processes and reduce the potential for errors
- Custom reporting enables your teams to generate reports based on specific criteria for the insights you need when you need them
- Collaboration tools and real-time communication allow team members to work together more efficiently
TeamConnect limitations
- Some reviews report the need for a faster, more intuitive user interface
- TeamConnect does not provide access to pricing information on their website or popular review sites
TeamConnect pricing
Potential customers must request a TeamConnect demo to receive access to pricing information.
TeamConnect ratings and reviews
- G2: 4.7/5 (10+ reviews)
- Capterra: 5/5 (1+ review)
Summarize this article for me pleaseUpgrade Your Law Firm’s Workflow
If your competition has access to automated task management, deadline tracking, and document management, shouldn’t you?
Legal workflow software frees up your time and resources so you can focus on what you do best—serving your clients.
Stay ahead of your competition with the most versatile and feature-packed legal workflow management software around. Sign up for ClickUp today (it’s free)!
Everything you need to stay organized and get work done.
