5 Best Legal Workflow Automation Software Tools in 2025

Keeping up with contracts, deadlines, and legal requests can feel like an endless cycle of paperwork and back-and-forth emails. The more your workload grows, the harder it gets to stay organized—especially when manual processes slow everything down.

Legal workflow automation software helps cut through the clutter by handling routine tasks like contract review, e-signatures, case tracking, and client intake. Instead of wasting time on admin work, you can focus on what really matters—legal strategy and client needs.

But not every tool is built the same. Some focus on contract approvals, while others are better for document collaboration or legal intake. To help you find the right fit, we’ve rounded up five of the best legal workflow automation tools that can make your job easier.

What Is Legal Workflow Automation Software?

Legal workflow automation software is a broad term for tools that take repetitive legal tasks off your plate.

If you’re spending too much time reviewing contracts, chasing signatures, or keeping track of deadlines, automation can handle those processes for you—so you can focus on actual legal work instead of admin headaches.

And it’s not just for big law firms. Whether you’re part of an in-house legal team, managing contracts, or handling compliance, these tools help keep things moving without the back-and-forth.

Here are some of the most useful types of legal workflow automation software:

• Contract review software: AI scans contracts, flags risks, and suggests edits so you’re not stuck reading every line.
• E-signature software: Skip the printing and scanning; get legally binding signatures in minutes.
• Case management software: Keep all your cases, documents, and deadlines organized in one place.
• Legal intake software: Automate client onboarding and form submissions so you don’t waste time on paperwork.
• Compliance tracking software: Stay on top of legal deadlines and obligations without digging through spreadsheets.
• Workflow collaboration tools: Make document approvals and feedback smoother so there’s no confusion over the latest version.

The bottom line? If legal work is slowing you down because of all the admin tasks, automation can help. Let’s talk about the biggest advantages it offers.

How Can Legal Workflow Automation Benefit You?

Legal work comes with a lot of moving parts—contracts, case files, compliance deadlines, and endless approvals. Manually handling everything isn’t just time-consuming, it also increases the risk of mistakes and delays. That’s where legal workflow automation steps in.

Here’s how legal workflow automation can benefit you:

• Saves time: Automates repetitive tasks like contract review, client intake, and document approvals, freeing up hours of manual work.
• Reduces human error: Minimizes mistakes in contracts, filings, and compliance tracking by automating data entry and approvals.
• Keeps you organized: Centralizes case files, contracts, and legal documents, so you’re not digging through emails or folders to find what you need.
• Improves compliance: Tracks deadlines and legal requirements to help you stay on top of obligations without last-minute scrambling.
• Boosts productivity: Lets legal teams focus on strategic work instead of getting stuck in administrative tasks.
• Optimizes collaboration: Makes it easier to review and approve documents with built-in workflows and version control.
• Speeds up contract approvals: Uses e-signatures and AI-driven contract review to get agreements signed faster.
• Improves client experience: Automates client intake and communication so clients get faster responses and a smoother process.

Must-Have Tools for Legal Workflow Automation

There are too many types of legal workflow management software to include in one article. That said, we’ve compiled the best tool for each category that every legal team should have in their tech stack.

1. Percipient: AI Contract Review

Handling a high volume of contracts is a constant challenge. Reviewing every clause, spotting risks, and making sure everything aligns with company standards takes time—and mistakes can be costly. Percipient solves this problem by combining AI-powered contract redlining with human legal expertise.

Unlike self-service contract review tools, Percipient isn’t just software—it’s a fully managed solution. The AI scans contracts, flags potential issues, and suggests edits, while legal professionals review the findings to ensure accuracy.

This approach speeds up the contract lifecycle, reduces risk, and makes contract review more efficient without sacrificing quality. Whether you’re dealing with vendor agreements, NDAs, or complex legal documents, Percipient helps legal teams stay ahead without getting buried in manual reviews.

Best Features

• AI-powered contract redlining: Identifies key clauses, potential risks, and inconsistencies based on your legal playbook.
• Human expertise: Legal professionals validate AI-generated edits, ensuring accuracy and proper legal context.
• Streamlined workflow: Faster turnaround times with a structured contract review process that eliminates bottlenecks.
• Customizable review model: Tailored to your organization’s specific contract standards and integrates with collaboration and contract management tools.
• Collaborative feedback loop: Reviewed contracts come with detailed explanations and suggested redlines for quick assessment and finalization.
• Seamless integration: Percipient’s contract AI platform connects with workflow software like Jira and Slack, which makes it easy to manage contract approvals within your existing processes.

Pros

• Speeds up contract review without compromising accuracy.
• Reduces legal risks by combining AI with human oversight.
• Helps legal teams handle large contract volumes more efficiently.
• Eliminates bottlenecks that slow down approvals.
• Works with your existing collaboration and contract management tools.
• Customizable to fit industry-specific legal requirements.

Percipient makes contract review faster, more accurate, and less of a headache—without replacing the legal expertise that matters. Book your free discovery call today!

2. DocuSign: Electronic Signatures

Waiting on signatures can slow down contracts, legal agreements, and important approvals. DocuSign makes it easy to send, sign, and manage documents digitally—no printing, scanning, or mailing required. Legal teams use it to speed up contract execution while keeping everything secure and legally binding.

Source: G2

Best Features

• Legally binding e-signatures: Secure and compliant with global e-signature laws.
• Automated signing workflows: Send documents for signature in a set order, ensuring approvals happen in the right sequence.
• Audit trail & compliance: Tracks every step of the signing process for full transparency and legal validity.
• Cloud storage & integration: Works with legal and business tools like Salesforce, Google Drive, and Microsoft 365.
• Mobile signing support: Clients and colleagues can sign documents from any device, anywhere.

Pros

• Speeds up contract approvals and legal processes.
• Reduces paperwork and manual follow-ups.
• Keeps documents secure and legally valid.
• Works across multiple platforms and devices.
• Simplifies document tracking with a built-in audit trail.

3. MyCase: Automated Legal Workflows

MyCase automates legal workflows by handling task assignments, reminders, case tracking, and client communication. It helps law firms stay organized and reduce manual work so they can focus more on clients and less on administrative tasks.

Source: G2

Best Features

• Task automation: Set up workflows that automatically assign tasks, send reminders, and track progress.
• Case milestones: Keep cases on schedule with predefined workflows for different legal matters.
• Document management: Store, organize, and access case files in a secure cloud-based system.
• Client communication: Send automated updates and reminders to clients to help reduce back-and-forth emails.
• Billing & payments: Integrates invoicing and online payments into your workflow to simplify financial management.

Pros

• Reduces time spent on manual case tracking.
• Helps law firms stay on top of deadlines and tasks.
• Improves client communication with automated updates.
• Organizes case files in a central, easy-to-access location.
• Streamlines billing and payment collection.

4. Filestage: Workflow Collaboration

Filestage is a workflow collaboration tool designed for teams that need a faster, more organized way to review and approve documents.

While not built specifically for legal work, it’s widely used by legal teams to manage contract reviews, approval workflows, and version control without relying on email chains.

Source: G2

Best Features

• Centralized document review: Upload, share, and review legal documents in one place.
• Version control: Track changes and compare document versions to ensure accuracy.
• Commenting & annotations: Leave clear feedback directly on documents for faster approvals.
• Approval workflows: Set up structured approval processes with automated notifications.
• Secure cloud storage: Keeps documents protected and accessible from anywhere.

Pros

• Speeds up document reviews and approvals.
• Reduces miscommunication with clear feedback tools.
• Keeps track of document versions and changes.
• Eliminates the need for email-based reviews.
• Secure and easy to use for legal teams and clients.

5. Checkbox: Legal Intake

Checkbox automates legal intake by simplifying how teams collect, process, and manage legal requests. Instead of handling client inquiries, approvals, and internal legal service requests manually, Checkbox provides a structured workflow that reduces delays and ensures consistency.

Although it’s not just for legal teams, its no-code automation makes it a great fit for streamlining legal intake processes.

Source: G2

Best Features

• Customizable intake forms: Create digital forms to collect client or internal legal requests.
• Automated approvals: Route requests through predefined workflows, reducing manual follow-ups.
• No-code workflow builder: Set up processes without needing technical expertise.
• Integration with business tools: Connects with existing software like email, document management, and collaboration tools.
• Audit trail & compliance: Keeps records of all legal requests for transparency and accountability.

Pros

• Reduces time spent processing legal requests.
• Improves response times with automated workflows.
• Helps maintain consistency across legal intake processes.
• No coding required for setup and customization.
• Works alongside existing tools for a seamless workflow.

Percipient Gets Rid of Your Biggest Bottleneck

Tired of legal processes dragging on because of contract bottlenecks, missed deadlines, or endless back-and-forth? Legal workflow automation can take a huge load off your plate so your team can work faster and more efficiently.

From AI-powered contract review to e-signatures and automated legal intake, the right legal workflow tools can cut out unnecessary steps, reduce errors, and keep everything running smoothly.

Whether you need better contract approvals, streamlined client intake, or a smarter way to manage legal documents, automation makes a difference.

But if contract review is one of your biggest slowdowns, Percipient is the solution. It combines AI-powered redlining with human legal expertise so you get fast, accurate contract reviews without sacrificing quality. Plus, it integrates with your existing workflow tools, making approvals seamless.

Book a free discovery call today and see how Percipient can help your legal team get contracts reviewed, approved, and finalized faster than ever.

FAQs About Legal Workflow Automation Software

What is legal workflow automation?

Legal workflow automation is the use of technology to handle repetitive legal tasks, like contract review, document approvals, and compliance tracking. Instead of manually managing these processes, legal workflow software automates them, helping legal teams work more efficiently and reduce errors.

What is workflow automation software?

Workflow automation software is a tool that automates multi-step processes across different departments. In legal teams, it helps automate legal workflow processes such as client intake, case management, contract approvals, and compliance tracking. These tools reduce manual work and keep everything organized.

What is the best legal practice management software?

The best legal practice management software depends on your needs. Some tools focus on case management, while others specialize in contract review, e-signatures, or legal intake. Popular choices among corporate legal departments include MyCase for case management, DocuSign for e-signatures, and Percipient for AI-powered contract review.

Which tool can be used for automating workflows?

Many tools can help legal departments automate workflows. Checkbox is a great option for legal intake, while Filestage simplifies document approvals. If contract management is a priority, Percipient combines AI-powered contract redlining with human expertise to speed up contract review without sacrificing accuracy.