7 Easy Ways to Streamline Your Law Practice with Software

Even slow moving, technology resistant industries like law are gradually being transformed by software. The reason software is so transformative is that it can unlock massive increases in efficiency. As a lawyer, your time is your money. Spending more time than necessary on trivial tasks means you’ll have less time available to bill and generate revenue for your business. With that in mind, it should be obvious why streamlining your operations is a good idea. Here are 7 ways you can streamline your law practice with software, including suggested tools you can use.

1. Automate follow ups to prospects

Sales requires persistence, whether you’re selling software, houses, lawn mowers, or legal services.

However, following up with your prospective clients does require significant time and effort, which is probably why most lawyers are failing at it.

Luckily, there is an easier way. You can offload much of the work required to follow up with and nurture your prospects by using drip emails, which can be automated by most email marketing software programs.

For example, after a client reaches out to your law firm, you can trigger a series of 3-4 email follow ups over the course of the next few weeks or months. It’s a great way to keep prospective clients engaged and show your eagerness to work with them, and it requires very minimal effort.

Tools to consider:

2. Automate appointment scheduling and reminders

Scheduling a consultation is a key milestone in the legal sales process. It’s your opportunity to vet potential clients, as well as build their trust and establish your firm’s credibility.

In most situations, the consultation is where the law firm earns a client’s business, so the more effective you are at booking consultations and selling your services, the easier it will be grow your practice.

However, the back-and-forth scheduling process can be onerous at times, requiring multiple conversations to find availability. Not to mention that people will sometimes flake and forget to show up, wasting your time in the process.

These challenges are exactly why appointment scheduling software exists. It can be a huge help for managing the scheduling process.

Not only does it eliminate the back and forth by allowing clients to view your availability and book a time that works for them, but it also includes automatic reminders to help ensure people remember to show up.

Tools to consider:

3. Streamline your consultations and meetings

Lawyers spend a considerable amount of their time in meetings and consultations. It’s an important part of practicing law, but aside from certain practice areas which charge for consultations, you normally cannot bill for this time.

Although face to face meetings are nice, they also take hours out of your day, particularly if you have to commute somewhere.

You can really streamline your meetings and consults by offering virtual meetings online. You still get the personal feel of an in-person meeting, but without having to commute anywhere or wait for somebody to show up at your office.

Tools to consider:

4. Automate the drafting of standard documents

Drafting standardized documents and preparing legal forms is a big part of the daily workflow for a law firm.

Doing these tasks manually is tedious and unrewarding work. It can also be error prone since people often draft documents hastily.

Fortunately, most of these standardized forms and documents can be drafted automatically with software. Instead of taking hours, it can take seconds, freeing up time to focus on activities which yield more value for your practice.

Tools to consider:

5. Automate social media marketing

Social media has become one of the most powerful and widely used marketing channels for local businesses. It’s a great way to build up an audience and engage with them, and you can use it for free.

The problem is, posting and sharing content on social media takes considerable time and energy. As a result, most social profiles end up looking like ghost towns, which can create a negative impression with prospective clients.

Fortunately, software can eliminate the burden of posting on social media each day by pre-scheduling and automating your posts.

It’s an easy way to keep your social presence up-to-date without requiring much time or effort.

Tools to consider:

6. Streamline client communications

Neglect has repeatedly been cited as the most common reason why clients file complaints with bar associations. Most of the time, these complaints could be avoided with better communication.

Even a simple email just to let your client know that everything is still on track can make all the difference. But finding the time to send these updates can be difficult within your busy work schedule.

Luckily, software can make the process much easier. You can use email automation tools, or even text messaging automation tools to generate and send out these client communication messages with a couple of clicks, or automatically in some instances.

It’s a simple, yet very effective way to show your clients that you truly care about their legal matter and are working hard to get it resolved.

Learn more in our case study about how the Pyke Law Firm uses Lexicata to automate email correspondence with their clients.

Tools to consider:

7. Automate document sharing and collaboration

A lot of collaboration takes place regarding legal documents. The staff at the firm often shares the duty of preparing the documents, and clients may have their own input and changes to request.

This can create a significant amount of back and forth communication, which leads to inefficiency and frustration for everyone involved.

But, there is a better way than emailing attachments back and forth. Cloud software can drastically improve document sharing and collaboration by enabling real-time commenting and automated notifications while making the process of sharing documents seamless.

Tools to consider:


Software is revolutionizing the way most businesses operate, and your law practice is no different. Whether you like the changes or not, you can’t deny that software has the ability to transform your processes and add massive efficiencies to the way you work.

We hope you found this list of 7 ways to streamline your law practice with software useful and informative, and that you’ll be able to implement some new tools into your firm to help save time and improve the client experience.

Run a better law practice. Get free updates every Friday.

* indicates required