7 Best Legal Document Automation Software 2024

Here's a quick overview of the top legal document automation tools for 2024:

1. Briefpoint: AI-powered discovery response drafting
2. Clio: All-in-one practice management with document features
3. DocuSign: E-signature and contract management
4. PandaDoc: Document creation and e-signatures
5. HotDocs: Complex document assembly
6. Bryter: No-code automation for legal tasks
7. Formstack: Form building and workflow automation

Key features to look for:

• Document creation and editing
• E-signatures
• Templates and automation
• Integrations with other legal software
• Security and compliance features

Quick Comparison:

Software	Main Features	Pricing
Briefpoint	AI analysis, custom objections	Not provided
Clio	Practice management, document templates	$49-$109/month
DocuSign	E-signatures, contract management	Custom pricing
PandaDoc	Document editor, e-signatures	$19-$49/month
HotDocs	Complex assembly, offline use	Custom pricing
Bryter	No-code automation, decision guides	Custom pricing
Formstack	Form building, workflow automation	$92-$367/month

Choose based on your firm's specific needs, budget, and existing tech stack. Most offer free trials to test before committing.

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How We Evaluated the Software

We looked at several key areas to find the best legal document automation software for 2024:

Key Features and Functionality

We checked what each software can do, focusing on:

Feature	Description
Document creation	How well it makes new documents
Editing tools	Options for changing documents
Collaboration	Ways for teams to work together
Template libraries	Number and quality of ready-to-use templates
Conditional logic	Ability to create smart, flexible documents
Workflow automation	Tools to streamline document processes
E-signatures	Built-in electronic signature options
Contract management	Features for handling the full contract lifecycle

User Interface and Ease of Use

We tested how easy each software is to use, looking at:

• Clear dashboards
• Simple navigation
• Easy-to-find tools
• Options to set up for different users

Integration Capabilities

We checked how well each software works with other tools lawyers often use:

• Practice management software
• Client relationship management (CRM) systems
• Email programs
• Calendar apps
• Accounting software

Pricing and Value for Money

We looked at the costs, including:

• Monthly or yearly plans
• Different price levels
• Extra fees
• Total costs, including support and updates

Customer Support and Training

We checked what kind of help is available:

• Ways to get support (chat, email, phone)
• How-to guides and manuals
• Training options
• Help with setting up the software

Security and Compliance

We made sure each software keeps legal documents safe:

Security Feature	Description
Data encryption	Protects information when stored and sent
Multi-factor authentication	Extra steps to prove it's really you
User access controls	Limits who can see and change documents
Compliance	Follows rules like GDPR and HIPAA
Security checks	Regular tests to find and fix weak spots

1. Briefpoint

Briefpoint is a legal document automation software that focuses on discovery response and request drafting. It uses AI to make document creation faster and more efficient for lawyers.

Key Features

Feature	Description
AI-powered analysis	Examines and creates documents automatically
Information extraction	Pulls key details from discovery requests
Custom objections menu	Allows personalized objections and responses
Microsoft Word integration	Works with Word for easy editing
Team collaboration	Lets multiple people work on documents at once
Software compatibility	Works with common legal practice management tools

Pros and Cons

Pros	Cons
Cuts document time by up to 87%	Mainly for discovery documents
Easy to use	Requires a subscription
AI improves document language	Not the cheapest option
Team members can work together
Works well with Microsoft Office

Pricing Information

Briefpoint uses a subscription model. The price changes based on the law firm's size and needs. It's not the cheapest option, but its features make it worth considering. Firms can try it for free before buying.

Best Suited For

Briefpoint works well for:

• Law firms of any size that want to automate discovery documents
• Legal teams looking to cut down on non-billable work
• Lawyers who often handle admission requests, production requests, and interrogatories
• Firms that want to improve teamwork and document processes

2. Clio

Clio is a law practice management software that includes document automation. It offers tools to help law firms work more efficiently.

Key Features

Feature	Description
Document Templates	Make and change legal document templates
Cloud-Based Work	Use and edit documents from anywhere
Client Management	Keep client info and messages in one place
Time Tracking	Record billable and non-billable time
Billing	Create invoices and manage payments
Calendar	Sync schedules for cases and staff
Connections	Works with over 150 other legal and work tools

Pros and Cons

Pros	Cons
All-in-one system for law firms	Can be hard to learn at first
Works with many other tools	Document tools not as strong as some others
Use from anywhere with internet	Need to pay more for all features
Strong security	Can be expensive for big firms
Regular updates	May need extra training

Pricing

Clio has different prices based on what you need:

• Clio Grow: $49 per month
• Clio Manage: $79 per month
• Clio Suite: $109 per month

Big firms can ask for special pricing. You can try it free for 7 days.

Who It's For

Clio works well for:

• Small and medium-sized law firms that want one tool for everything
• Firms that want to make document work easier
• Legal teams that need good time tracking and billing
• Lawyers who want to work from anywhere
• Firms that plan to grow and need a tool that can grow too

While Clio's document tools aren't as special as some other software, it's good for firms that want one tool to do many jobs and work better overall.

3. DocuSign

DocuSign helps legal teams manage documents and signatures online. It's a popular tool for handling contracts and agreements digitally.

Key Features

Feature	Description
E-Signatures	Legal online signatures and notary services
Document Handling	Stores different file types, easy to find in the cloud
Process Automation	Custom document flows for contract management
Alerts	Lets you know when documents are viewed, signed, or changed
Connects to Other Tools	Works with over 400 other apps
Ready-to-Use Forms	Pre-made templates to speed up document creation
Custom Look	Add your logo and colors to emails and web pages
Online Forms	Collect info and fill out agreements online

Pros and Cons

Pros	Cons
Trusted by many users	Can be costly for heavy use
Works with many other tools	Takes time to learn all features
Strong security	Limited options for complex documents
Easy to use on phones	Some users report issues with support
Keeps track of all changes	Might be too much for simple signing needs

Pricing

DocuSign offers a 30-day free trial. For exact prices, you need to talk to their sales team. Costs depend on how much you use it and which features you need.

Who It's For

DocuSign works well for:

• Law firms of all sizes that need online signatures
• Legal teams that handle lots of contracts
• Companies that want secure, rule-following document processes
• Businesses looking to add e-signatures to their current software
• Lawyers who need to manage documents on their phones

DocuSign is a good choice for legal teams that want to update how they handle documents and make contract management easier.

4. PandaDoc

PandaDoc is a document automation tool that helps businesses, including law firms, create and manage documents more easily. While it's not just for legal teams, it has many features that can help lawyers work faster.

Key Features

Feature	Description
Document Creation	Easy-to-use editor with ready-made templates
E-Signatures	Legal online signatures
Team Work	Edit and review documents together
Document Tracking	See who views and interacts with documents
Content Storage	Save and reuse approved legal text
Smart Content	Change document content based on rules
Connections	Works with 30+ other apps

Pros and Cons

Pros	Cons
Easy to use	Takes time to learn all features
Many templates	Doesn't connect to many law tools
Shows document activity	Best features cost more
Good e-signature tools	Some find it hard to use
AI helps draft contracts	Extra cost for smart content

Pricing Information

PandaDoc has a free plan and three paid plans:

Plan	Price	Features
Free	$0	Send up to 5 documents per month
Essentials	$19/month	Basic features
Business	$49/month	More advanced features
Enterprise	Custom	Contact sales for price

You can try paid plans free for 14 days.

Best Suited For

PandaDoc works well for:

• Law firms that want to create proposals and contracts faster
• Legal teams looking to improve document processes
• Businesses that need good e-signatures and document tracking
• Companies that want to use standard templates for better compliance
• Lawyers who want to see how clients interact with documents

PandaDoc has many useful features, but legal teams should think about what they need and how much time they can spend learning the software before choosing it.

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5. HotDocs

HotDocs is a document automation software that has been used in the legal industry since 1993. It helps law firms create complex documents quickly and works with other legal software.

Key Features

Feature	Description
Document Assembly	Makes many documents using rules and logic
Interactive Forms	Fills templates through question-and-answer forms
Custom Templates	Create your own templates with HotDocs language
Works with Other Tools	Connects to client, time tracking, and money software
Offline Use	Use templates without internet

Pros and Cons

Pros	Cons
Strong automation tools	Hard to learn
Many pre-made legal templates	Needs coding skills for complex templates
Works with law firm software	Extra cost for customer help
Can work without internet	No built-in e-signatures
Makes document work faster	Can be confusing to use

Pricing

HotDocs doesn't show prices online. Law firms need to contact HotDocs for a demo and price based on what they need.

Who It's For

HotDocs works best for:

• Big law firms with complex document needs
• Legal teams with tech experts or resources
• Firms that use many different software tools
• Lawyers who want to spend less time making documents
• Teams that need to use templates without internet

HotDocs has strong features, but it can be hard for smaller firms or those without tech experts to use. Law firms should think about what they need and what skills they have before choosing HotDocs.

6. Bryter

Bryter is a tool that helps lawyers create documents and automate tasks without needing to code. It's designed to make legal work faster and easier.

Key Features

Feature	Description
Easy-to-use interface	Build digital tools without programming
Document creation	Make Word and PDF files using templates
Task automation	Set up processes with approvals and connections to other tools
Decision guides	Create step-by-step tools for legal advice
Data storage	Keep and manage information within Bryter
Smart rules	Use complex logic for flexible workflows
Connects to other tools	Works with Microsoft Office, iManage, and DocuSign

Pros and Cons

Pros	Cons
Simple for non-tech users	Limited to making one document at a time
Team-friendly	Fewer users compared to other tools
Ready-made templates	Complex tasks may need coding skills
Works with common legal software	Only works with Word documents
Powerful logic tools	Smaller user community for support

Pricing

Bryter doesn't show prices online. Law firms need to contact them for a price quote based on what they need.

Who It's For

Bryter works well for:

• Law firms wanting to make their services digital
• Teams looking to speed up document writing and decision-making
• Groups creating self-help legal tools for clients
• Lawyers who like visual planning tools
• Firms building online tools for checking rules or giving legal guidance

Bryter is good for legal teams who want to work faster without needing tech experts. But if you need very advanced document tools, you might need to look at other options.

7. Formstack

Formstack is a tool that helps legal teams work faster and better by automating document tasks.

Key Features

Feature	Description
Document Automation	Makes contracts, NDAs, and other legal papers automatically
E-Signatures	Gets legally valid online signatures
Form Building	Makes custom forms to collect information
Security	Follows GDPR, PCI, and HIPAA rules
Workflow Automation	Makes repeated tasks easier
Connections	Works with popular cloud apps and CRMs

Good and Bad Points

Good	Bad
Easy to use	Basic document creation
Good form-making tools	Doesn't work with some special legal apps
Strong security	Not made just for legal work
Saves time	No smart document tracking

Pricing

Formstack has different prices:

Plan	Price per month
Starter	$92
Teams	$184
Pro	$367
Enterprise	Ask Formstack

You can try it free for 14 days.

Who It's For

Formstack works well for:

• Legal teams that want to use less paper and make documents faster
• Law firms that need safe ways to collect and manage information
• Groups that want to make online signing easier
• Lawyers who want to work together better and get things done faster

Formstack has many tools to help with documents, but it might not be the best for legal teams that need very special or smart document analysis. However, it's easy to use and good at making forms, which makes it a good choice for many lawyers who want to update how they handle documents.

Software Comparison Table

Here's a simple comparison of the 7 best legal document automation software options for 2024. This table shows key features, pricing, and ratings to help you choose the right one.

Software	Main Features	Price	Rating
Briefpoint	• Make documents • Track versions • Work together	Not given	Not given
Clio	• Create documents • Work online • Make custom templates	$39/month (Basic) $129/month (Full)	High scores on G2 Crowd and Capterra
DocuSign	• Sign online • Manage document flow • Connect to other tools	Not given	Not given
PandaDoc	• Easy document editor • Sign online • Works with client tools	Not given	Not given
HotDocs	• Make complex documents • Use if-then rules • Collect data with forms	Pay per user (Costs more)	Not given
Bryter	• No coding needed • Map out decisions • Connect to other tools	Not given	Not given
Formstack	• Make documents automatically • Sign online • Build forms • Set up work steps	$92/month (Basic) $184/month (Teams) $367/month (Pro) Ask for big companies	Not given

Each software does different things. Some, like Clio, help with many law office tasks. Others, like HotDocs, are good at making hard documents. PandaDoc and DocuSign focus on online signing. Formstack helps with forms and setting up work steps.

When picking software, think about:

• What you need it to do • How much you can spend • How big your law office is • How easy it is to use • If it works with tools you already have • How much you can change it

Remember, even if a tool costs more, it might save you time and help you work better.

Many of these tools let you try them for free. This helps you see if they're right for you before you buy. Try them out to see:

• If they're easy to use • What they can do • If they work well with how you already do things

This way, you can pick the best tool for your law office.

What to Look for When Choosing Legal Document Software

When picking software for legal documents, think about these important things:

Works Well with Your Current Tools

Make sure the new software fits with what you already use. Look for:

• Connects to your law office software
• Works with your email and calendar
• Can use your current file storage

This helps you work smoothly without big changes.

Easy to Learn and Use

Pick software that's simple to understand. Check for:

• Clear screens and menus
• Templates you can change
• Help and training available

Software that's easy to learn helps your team work better, faster.

Can Grow with Your Firm

Choose software that can handle more as you grow:

• Pricing that changes as your team gets bigger
• Can manage more documents over time
• Let's you make changes to fit your needs

This means you won't need to switch software as your firm gets bigger.

Keeps Documents Safe

Legal papers need strong protection. Look for:

• Scrambles data when stored and sent
• Extra steps to log in
• Follows legal rules for data safety
• Regular checks for weak spots

Good security keeps your firm and clients safe from data theft.

Key Things to Look For

Feature	Why It's Important	How It Helps
Makes Documents	Very Important	Creates routine papers quickly
Online Signing	Very Important	Makes signing papers easier
Tracks Changes	Somewhat Important	Shows who changed what and when
Team Tools	Somewhat Important	Helps people work together on documents
Automates Tasks	Very Important	Speeds up document work
Client Access	Somewhat Important	Makes sharing with clients easier

Wrap-up

Legal document automation software is changing how law firms work. These tools help lawyers make documents faster and with fewer mistakes. The top software options we talked about have many features to help law firms work better.

When picking software for your law firm, think about:

• Does it work with the tools you already use?
• Is it easy to learn and use?
• Can it handle more work as your firm grows?
• Does it keep documents safe?

In the future, legal document software will get even better. New computer technology will make it easier to create documents and work with others. Law firms that use these tools will be able to help clients better and stay ahead of other firms.

Here's a quick look at what to expect:

Future Changes	How It Helps Law Firms
Better AI	Makes smarter documents
Easier to use	Less time to learn new tools
Works with more tools	Connects different parts of the firm
Stronger security	Keeps client information safer

Law firms that start using these tools now will be ready for the future. They'll be able to work faster and give clients better service.

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