A Run-Down of Document Automation for Lawyers

If there is anyone who knows paperwork best, it’s a lawyer. From letters and forms to claims and records, attorneys without a comprehensive document management system will find themselves drowning in a sea of papers. 

Fortunately, document automation has been rolling out quickly, allowing professionals to save, sort, print, and send paperwork without turning to manual processes. If you’re new to document automation, here is all you need to know. 

What Document Automation Software Works Best?

The online market is rife with automation software that lawyers can utilize. The two primary management systems are standalone document automation software and legal practice management software with built-in automation. 

  • Standalone Document Automation Software

Standalone methods allow users to merge letters via prompts for inputting information. Users can pull information from Microsoft Word Documents, Excel Sheets, and the like. Unfortunately, users can’t pull information from databases where data is already stored. Similarly, standalone software doesn’t enable tagging between different kinds of documents. 

  • Legal Practice Management Software

Beyond document automation, legal practice management software enables users to streamline their workflow and track items such as calendars, contacts, invoices, and cases. 

Most legal practice management software will come equipped with document management tools, wherein you can incorporate electronic signatures, access legal documents from various platforms, and label items. 

Ultimately, the best type of document automation software will allow users to originate, edit, share documents, and streamline otherwise time-consuming administrative tasks. 

How to Select the Right Document Automation Software

With no shortage of automation software online, it can be challenging to narrow your shortlist of choices. When selecting the appropriate software, keep the following factors in mind. 

  • Budget

Naturally, you’ll want to purchase a software that is cost-effective. Consider whether the price tag justifies the features it promises. Alternatively, take note of whether the software comes bundled with other applications. For instance, a 2-in-1 steal for document automation and a management system may be worth the cost. 

  • Transitioning 

If you already employ other types of software or application, the cost of switching pertains to the adjustment period. For instance, if the software you’re considering doesn’t integrate directly with your former system, you could lose time over it. 

  • Integration

Chances are, you already have operational processes, tasks, applications, deadlines, and procedures in place. Your new software should complement your existing system to keep your practice running smoothly. 

  • Storage

As much as possible, you want to purchase a software that doesn’t have a data limit. Some providers will charge according to the storage that you need, which can become costly. Instead, opt for a software that offers unlimited storage.

  • Search

If there is one thing most attorneys are short of, it’s time. With none of it to waste, they must find documents quickly and with ease. A reliable document management system will allow users to search folders, files, and text within the document itself. 


With legal document management, lawyers can prioritize three things: space, safety, and security. No longer will you have to deal with mountains of sensitive information on physical documents when you can access them from a unified space. 

Discover the right document management tool at Legal Technology Finder, where we link you up with the vendor that best suits your interests. Search by feature, use, headcount, and reviews.