Legal workflow software

Easy workflow automation for busy law firms

Free up your time to focus on your most important work with legal workflow automation software and leave the mundane to MyCase.   

Professional woman sitting in a hallway using MyCase’s legal workflow software on her tablet

Automate your busy work

Easily automate repeatable tasks with MyCase legal workflow software. Use triggers to create the task, event, or document, and even base them on dates or completion of another task in your workflow. Create re-usable templates that include common tasks, events deadlines, and documents. Customize your workflow for each type of law you practice.

“Setting up workflows with a designated trigger date and trigger deadline ensures that tasks are assigned and completed by the right staff member at the right time. MyCase helps us stay on top of everything, which plays heavily into our increased client satisfaction.”

Michael Burton, McFarling Law Group

Michael Burton from McFarling Law Group

Customization for every type of case

Save time by creating workflows and triggers that automate tasks within your team and practice area.

  • Remove redundant administrative work by automating tasks, events, and deadline creation
  • Create unique triggers to set the workflow in motion 
  • Calendar a case or deadline with just one click 

Automations that Power Your Work

Even the smallest automations can make your day that much easier. Leave the details to us, we have it covered.

  • Generate case documents populated with case and contact information that is stored in MyCase using Microsoft Word and eSignature templates 
  • Use rules-based calendaring that follows a comprehensive database of court rules across all 50 states, and never miss a deadline  
  • Eliminate manual data entry with intake forms that automatically create leads or populate information into a case file
MyCase lead management feature: client intake form

Legal Workflow FAQs

What is a legal workflow?

Legal workflow refers to a law firm’s internal processes for completing tasks as efficiently as possible. Improving your legal workflow saves time and money while reducing stress due to administrative burdens. With fewer administrative tasks, such as manual data entry, attorneys can fill their time by building valuable relationships with clients and focusing more on winning cases.

How does legal workflow software work?

Workflow software for law firms enables you to create workflows that keep track of case milestones and instantly generate tasks and deadline reminders based on a unique date calculation. Legal workflow software standardizes internal processes, including the client intake process, email templates, and administrative tasks. 

With legal workflow software, you can automate data entry and other busywork by using triggers to create a task, event, or document. Plus, you can use customizable templates for event deadlines, documents, and emails. For maximum optimization, legal workflow software uses integrations to connect to your favorite apps and software, including email clients like Gmail.

Why should firms use legal workflow software?

Legal workflow automation software enables you to automate routine tasks to reduce time spent on administrative tasks and proactively manage risk with document management automation and contract generators to draft legal documents. 

 

In addition, legal workflow management software helps you stay on top of your case deadlines and court dates by creating workflows for unique case types. Based on your preferences, the workflow tool will automatically set up tasks and deadline reminders for that case.

Is workflow software appropriate for small law firms to use?

Workflow software is appropriate for law firms of all sizes. Every case involves deadlines, court dates, and other events that workflow software can help manage. With workflow automation software, your team can easily generate documents and eliminate human error from manual data entry on intake forms while automatically populating intake forms before adding them to a case file.

What are some examples of how legal workflow automations help law firms?

With legal workflow automation, you can stay on top of your case deadlines and court dates more efficiently. Using legal workflow automation software, you can create workflows for unique case types and apply them to your cases when they begin. Based on your preferences, the workflow tool will then automatically set up tasks and deadline reminders for that case.

How much do MyCase legal workflow automation software features cost?

MyCase legal case management software is affordable and flexible. We offer three plan tiers to help law firms of all sizes find the features they need and avoid paying for those they don’t. Our legal workflow automation software is available with the MyCase Pro tier, starting at just $9 per user/month.

What is the best legal workflow automation software?

MyCase legal workflow automation software enables law firms of all sizes to get more done. With workflow automation, you can quickly reduce the amount of time spent on administrative tasks by creating unique triggers and calendar a case or deadline. In addition, our automation software for law firms allows you to generate case documents populated with case information, use rules-based calendaring, and eliminate manual data entry for intake forms.

What products does MyCase offer?

Workflow automation is part of our case management solution, including other features like legal calendaring software, document management, and case analytics. Other products we offer include the following:

 

  • Intake & Lead Management: Streamline client intake and lead management with easy-to-use client intake forms, eSignature, and our law firm CRM to move prospects through your lead pipeline. 
  • Document Automation: Eliminate time-consuming, repetitive tasks with our legal document automation legal documents. 
  • Client Communications: Improve relationships with clients with our software that makes it easy to collaborate whenever, wherever.