Best legal workflow automation software
Progress more cases with legal workflow automation
Growing a legal firm successfully involves more than researching case history and courtroom appearances.
Legal workflow automation software cuts down on manual admin work, minimizes mistakes and improves client communication.
Spend less time on repetitive admin and more time delivering high-value legal work. Pipedrive’s automation tools help your team stay focused, efficient and client-ready.
Full access. No credit card required.
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What to look for in legal automation software
If you’re considering a CRM with automated legal workflows, here are the key features you need:
User-friendly design. Quickly learn how to use your simple CRM so you can focus on client cases.
Integrations with existing tools. Sync your law firm’s CRM with document tools, email inboxes, time-tracking apps and more using reliable app integrations.
Legal team collaboration. Ensure everyone can access the latest client and case details with teamwork management.
Strong data security. Safeguard privacy and sensitive data with visibility permissions, two-factor authentication and other security features.
Legal workflow automation features
Automate your routine legal tasks
Manual processes like onboarding new clients and other admin work can eat into your billable hours and drain productivity.
With the right workflow automation, your legal department can simplify routine work while reducing the chance of human error.
Pipedrive’s automation features optimize more of your daily activities so you can spend your time solving cases.
Learn more about Pipedrive’s automation features.
Visualize case progress with pipelines
When dealing with multiple court cases, it’s easy to lose track of what’s happening.
A visual pipeline helps legal professionals manage workflows, assign tasks and monitor progress in real time across every case and practice area.
Pipedrive’s pipeline management lets you customize stages, add notifications and track each legal matter from start to finish.
See how Pipedrive helps you handle your pipeline processes and activities.
Track emails and streamline communication
Client communication is critical for a legal practice, but staying updated on every conversation can feel overwhelming.
Centralized communication tools help legal teams remain responsive, with every message tied to its relevant case and contact.
Pipedrive syncs your inboxes, automatically logs conversations and sends notifications when a recipient opens your message, so nothing slips through the cracks.
Learn more about Pipedrive’s CRM email integrations.
Stay on top of your to-do list
Missing a deadline or forgetting a task can negatively affect your profitability and reputation in the legal industry.
With a centralized task management system, you can organize workloads, reduce administrative tasks and keep legal operations on track.
Pipedrive lets you visualize your schedule, coordinate projects and track your progress, so team members always know what’s next.
Discover Pipedrive’s project management software.
Over 500+ integrations
Expand the capabilities of Pipedrive with hundreds of apps and integrations
How Pipedrive helped GP Law Group increase caseload by 160%
As GP Law Group grew, the firm struggled to scale its practice using spreadsheets or costly and complicated CRMs.
With Pipedrive, scattered tools became one centralized, easy-to-use platform. The automation technology helped the legal team speed up client intake and handle more cases in different fields.
“Mass tort is a new area of law that we’ve been able to expand into, and I don’t think it would have been possible without the capabilities Pipedrive provides.”
Improve your legal document management with Smart Docs
Smart Docs simplifies your law firm’s document creation process. Organize client intake forms, contracts and records quickly and consistently.
The Smart Docs feature is available on Pipedrive’s Premium and Ultimate plans.
Autofill data: Complete legal documents that automatically pull client data from Pipedrive’s CRM.
User-friendly integrations: Connect to Google Drive and Microsoft OneDrive to create and store all legal content.
Trackable documents: Get real-time notifications whenever someone opens a confidential file you’ve sent them.
E-signatures: Enable clients and stakeholders to sign legal paperwork securely and electronically.