Best Practices

Learn About Legal Automation Software and Tools

Gabriela Jhean
Gabriela Jhean
June 8, 2023

In the fast-paced world of law, time is of the essence. Legal professionals understand the importance of maximizing productivity to focus their skills and effort where it matters most: serving clients and growing their business.

Unfortunately, much of your day may be consumed by tedious paperwork and business operations. That's where legal automation comes into play. Revolutionizing the way your law firm operates can help you streamline workflows while expanding your client base and growing revenue.

In this article, we'll delve into the world of legal automation—exploring its purpose, the benefits for law firms, and practical steps to successfully implement it within your own workflows.

What Is Legal Automation?

Legal automation is the use of technology and software solutions to streamline and optimize various processes within the legal workflow. It involves automating repetitive and manual tasks, allowing law firms to operate more efficiently, reduce human errors, and enhance productivity.

With law office automation, administrative tasks such as document generation, data entry, digital syncing, and deadline tracking can be completed in a fraction of the time. This frees up valuable billable hours for legal professionals to focus on more strategic and complex aspects of their work. Through the integration of intelligent software systems, legal automation enhances collaboration, simplifies workflow management, and improves overall efficiency.


What Are the Benefits of Automating Legal Workflows?

By leveraging technology to streamline processes and eliminate manual tasks, law firms can experience significant benefits across various operational aspects. Let's explore some of the key advantages of legal workflow automation.

Save Time

One of the primary benefits of law firm automation is the ability to save time. By automating repetitive and time-consuming tasks, such as document assembly, data entry, and file organization, legal professionals can focus their energy on more strategic and critical work that requires their expertise. Time-intensive activities that used to take hours can now be completed in a matter of minutes, allowing lawyers to focus on their practice.

Elevate the Client Experience

Legal workflow automation can significantly enhance the client experience. By streamlining processes and eliminating bottlenecks, law firms can deliver faster and more efficient services to their clients. Automated workflows ensure that tasks are completed promptly, deadlines are met, and communication is seamless throughout the client’s legal journey. Clients will appreciate the increased responsiveness and efficiency that automation brings—ultimately leading to higher client satisfaction and loyalty. LP-Blog-LegalAutomationExplained-600x200-BodyImageLP-Blog-Secure-Payment-System-Callout-2

Reduce Errors

Manual processes are prone to errors, which can have severe consequences in the legal field. Legal automation minimizes the risk of human error by automating certain tasks and enforcing standardized procedures, such as pulling a client’s billing and contact information into an invoice.

By eliminating manual data entry and reducing inconsistencies, law firms can ensure that their work is of the highest quality. Automated systems can perform checks, validate information, and generate error-free documents, reducing the likelihood of mistakes and mitigating potential legal risks.

Improve Communication

Effective communication is vital in the legal profession, including among team members and with clients. Automated workflows enable seamless collaboration and information sharing among team members, ensuring everyone is on the same page. With centralized platforms and integrated communication tools, legal professionals can easily access case information, share updates, and communicate with clients. This streamlined communication enhances teamwork and fosters stronger client relationships based on clear and timely communication.

Which Areas Are the Best Candidates for Legal Automation?

While legal automation can benefit various areas of a law firm's operations, some specific areas are particularly well-suited for automation. Identifying these key areas can help law firms prioritize their automation efforts and maximize the impact of technology on their current processes. Let's explore some of the prime candidates for law office automation:

  1. Document Generation and Management: Streamline the creation of legal documents by automating document generation processes. With templates and digital data collection forms, you can generate accurate and consistent documents effortlessly.

  2. Case and Matter Management: Simplify case and matter management with automated systems that organize information and assign tasks. You’ll stay on top of critical case details that allow you to monitor progress and track deadlines more efficiently.

  3. Billing and Invoicing: Streamline billing workflows by automating invoice generation, capturing billable time accurately, and facilitating online payments. These processes will help your firm save time on collection while reducing billing errors and improving cash flow management.

  4. Contract Management: Simplify contract management by centralizing data storage, automating review and approval processes, and receiving alerts for important milestones. These automations enhance contract lifecycle management and ensure compliance each step of the way.

  5. Legal Research: Expedite legal research by leveraging artificial intelligence (AI)-powered platforms that help find relevant cases and outcomes based on historical court data. While legal AI will never replace the expertise of lawyers, it is a valuable tool that modern firms use to save time and support their research.

How To Automate Your Legal Workflow

Now that you’re familiar with the benefits and areas apt for law firm automation, it’s time to assess how these tools can be used at your practice. Here are steps to follow as you begin implementing automated processes:

1. Start Small

Identify specific tasks or processes that can be automated without overwhelming your team or disrupting existing workflows.

For example, your firm can work with LawPay to create a secure payment webpage where clients can enter their payment information. You can add the website link to your firm’s invoices and website so clients can pay for your services quickly and easily. This helps to automate the collections process without creating additional work for your team.

Starting with manageable automation projects allows for smoother implementation and helps build confidence in the new technology.

2. Determine the Value of Your Tasks

Evaluate the tasks within your workflow and determine their value in terms of time, resources, and impact on client experience. Prioritize automation for tasks that are repetitive, time-consuming, or prone to errors. By focusing on tasks that deliver the most value, you can quickly maximize your efforts and reap the benefits of automation.

3. Develop an Automation Plan

Create a comprehensive plan that outlines the goals, objectives, timeline, resources, and tools for implementing automation within your workflow. The more specific, the better. You’ll want to identify actionable processes that bring you closer to achieving your automation goals.

For example, let's say your firm wants to streamline the client intake process. Your automation plan may include:

  • Developing a standardized client intake form
  • Integrating the client intake form into your case management software
  • Implementing data validation that ensures complete, accurate information
  • Setting up automatic email notifications for team members when prospective clients submit an intake form

Finally, assign a project manager to each task and involve key stakeholders to ensure a smooth and successful execution.

4. Use Automation Tools

Legal software is the key to unlocking efficiency and staying competitive. For a suite of automation tools designed specifically for law firms, LawPay and MyCase partner to deliver a seamless experience for lawyers and their clients.

With LawPay, you can schedule future or recurring payments that put your cash flow on autopilot. Chasing after expiring cards becomes a thing of the past, thanks to LawPay's Account Updater. This unique feature automatically verifies client payment data each week for any changes or expired information. If there is a discrepancy, LawPay retrieves the new information from the client's bank and updates their record accordingly.


MyCase also offers its own case management tools built for legal professionals. With their workflow software, you can automate administrative tasks, such as generating documents with pre-populated client information, syncing events with your calendar, and creating eSignature templates.

Finally, both parties harness the power of cloud technology. Making it easier than ever to collaborate on documents and access critical information from anywhere, at any time, cloud-based technology can keep your practice mobile and your data secure.

5. Review and Revise

Regularly review and assess the effectiveness of your automation efforts. Request feedback from your team, monitor your law firm’s key performance indicators (KPIs), and identify areas for improvement. Automation is an ongoing process. By continuously refining and revising your automated workflows, you can optimize efficiency and drive better outcomes for your firm.

Final Notes

As you embark on your automation journey, it's important to partner with reliable and industry-focused solutions. LawPay, a leading payment solution designed for law firms, offers a range of services that complement your automation efforts.

With LawPay's features, you can securely and conveniently accept payments, track and manage invoices, and streamline your firm's financial operations. This allows you to accomplish what you set out to do: practice law.

Ready to take your law firm's productivity to the next level? Explore the possibilities of legal automation and discover how LawPay can help propel your firm forward by scheduling a demo today.

Remember: The future of law is here, and it's automated.