Are you having trouble navigating your legal documents? Are you struggling to choose the right legal document automation software for your firm?

We are all aware of the legal process outsourcing trend in the legal industry. Its significant rise has created competition among legal tech as well. Now, with hundreds of options, clients sit, confused and frustrated.

So, without further ado, let me help you choose. With my thorough research using current trending data, your dilemma will end.

What is Legal Document Automation?

When pursuing a law degree one has to be aware of the challenges one will have to face when following a career in law. Being part of a legal team requires the creation of complex documentations which means the investment of a good amount of time – sometimes hours to days. With other tasks in line, balancing all of it at once can become a bad idea.

Legal document automation software was designed solely for law firms. It is a powerful technological tool meant to save legal staff from long hours of tedious tasks by automating document processes.

How Does an Automation Software work?

A questionnaire system is created to automate the process of generating documents tailored to each client’s needs, making this an even smoother process. Pre-preparation is required to begin introducing automation software because, without the primary data, any software would seem ineffective. Thus, here are the overall steps needed when using Automation Software.

Step 1: Data Collection

First, a lawyer or legal professional needs to input client information online. This may include information on both parties, key dates, contractual terms, etc.

Step 2: Software Generates Document Draft

The software generates a draft using pre-decided templates and clauses based on collected data.

Step 3: Review and Finalization

After receiving the software-generated draft, the lawyer thoroughly reviews it to make any necessary edits, finalize it, and approve the document for client use.

Using technology and softwares to generate drafts reduces the manual effort. This allows lawyers to work more efficiently while still having a say in the final product.

10 Best Legal Document Automation Software

1. Assembly NEOS

Assembly NEOS, founded in 1985, is a cloud-based software for matter management for legal professionals. It excels at integrating different elements of legal management into a unified interface.

Pricing: starting from $40/user/month, bullied annually. Recommended to contact the company for the exact prices.

2. CosmoLex

CosmoLex is a software that integrates case management, billing, and accounting into one platform. It offers a unique blend of features which is ideal for law firms seeking a holistic approach to their daily operations.

Pricing: starting from $79/user/month. Recommended to contact the company for the exact prices.

3. EverLaw

Everlaw is a powerful tool for those seeking advanced litigation and discovery features. It brings a modern, tech-driven approach to litigation management. EverLaw’s intricate features promote intelligent, efficient data management and help speed up the litigation process.

Pricing: Available upon request.

4. Betty Blocks

Betty Blocks is a robust no-code platform that empowers the creation of complex documents and simplifies the development of custom applications. Its user-friendly design and development experience make it stand out among the many automation softwares.

Pricing: Available upon request.

5. Conga

Conga is software that excels at contract lifecycle management. It effectively simplifies all the stages of a contract, from creation and tracking to renewal or termination.

Pricing: Available upon request.

6. DISCO

DISCO is an automation software that utilizes both AI and cloud computing. It is known to be the best for eDiscovery with AI and cloud computing because of its modern solution for processing, analyzing, and reviewing legal documents.

Pricing: Available upon request.

7. Checkbox

Checkbox is famous for its in-house legal automation with a drag-and-drop interface. This makes it easy for non-technical users to build and automate complex processes. With this automation software, in-house teams can focus on legal tasks more often and less on technical things.

Pricing: Starting from $20/user/month ( billed annually). Recommended to contact the company for the exact prices.

8. Thomson Reuters HighQ

Thomson Reuters HighQ is an automation software that supports secure document collaboration, project management, and knowledge sharing. It strongly focuses on security and is paired with flexible collaboration tools to secure sensitive information while sharing.

Pricing: starting from $50/user/month. Recommended to contact the company for the exact prices.

9. Gavel

Gvael is a trend among startups. It tracks litigation, maintains relationships within the firm, and manages contracts. Paired with Clio, its document assembly tools are the most efficient.

Pricing: Starting from $10/user/month. Recommended to contact the company for the exact prices.

10. PracticePanther

PracticePanther is known for its wide range of legal practice management tools. It streamlines time tracking and billing, case management, and various functions, which makes it ideal for case and practice management.

Pricing: Starting from $39/user/month, billed annually. Recommended to contact the company for the exact prices.

Benefits of Using Legal Document Automation Software?

Increased Efficiency and Productivity: When you digitize your administrative tasks, errors are less likely to happen, resulting in the best output for the firm. With fewer errors, service providers feel more obliged to work and give the best result. Thus, overall, automation software increases efficiency and productivity within the firm.

Reduced Errors: With Automation Software, the law firm can delegate repetitive tasks such as document generation, eDiscovery, and contact management to the software. Automated legal documents would have a lower risk of errors compared to manually written documents. This allows legal teams more time to focus on more critical tasks.

Improved Cost Savings: Reducing tasks by automation software also reduces the need for hiring, which eventually saves costs in many aspects of the company.

Enhanced Client Service: Automation means your administrative tasks will be performed without manual input, resulting in faster output. Implementing document automation for large law firms will not only yield faster output but also result in more time to finish large assignments, thereby improving client service.

Easy access and organization: Automation software helps legal firms easily store, organize, and retrieve documents. This prevents data loss and ensures that data transactions are conducted safely and securely.

How Do You Choose The Right One Among The Best?

Based on your required criteria. Here is a list:

Customization Options: An ideal legal document automation software would provide its users with a wide variety of template editing features, such as merge fields, conditional logic, and standard legal wording. This enables the creation of custom templates. The software should also allow the reusing of custom templates that you create; this saves a lot of time.

Obviously, automation software needs to be flexible enough to handle your level of customization. If it can’t handle your complexity, then goodbye.

Versatility in Document Formats Supported: When trying to choose the best document automation software, a law firm should look for a software that supports DOCX, PDF, and other standard formats which would give their lawyers easy access to those documents. Also, e-signatures and data-driven document creation would be efficient for your law firm.

Security and Compliance: Data transactions have always been sensitive for all legal firms. So, when choosing a document automation software, you must evaluate its security and compliance standards and whether they meet the firm’s ethical obligations.

Balancing Costs: Any legal firm’s financial health matters. There is a budget and specific requirements according to that budget. So, being cost-effective matters to a law firm. When choosing an automation software, make sure that you choose according to your needs while complementing your budget.

A Thought for A Thought

All in all, Legal Document Automation software reduces the risk of errors, streamlines the work process, and ensures client satisfaction. With the document automation software, administrative tasks would be much easier and faster, and lawyers would have more time to focus on their priorities.

One interesting fact is that Legal Process Outsourcing companies integrate such software to streamline their processes. This ensures client satisfaction and increases turn-around time, eventually resulting in the firm’s growth. As a result, Legal process outsourcing has become a trustworthy solution in the legal industry.