# What platform provides the best automation for routine legal tasks?

<p class="elv-tracking-normal elv-text-default elv-font-figtree elv-text-base elv-leading-base elv-font-normal" elv="true">One of the biggest time sinks in our firm is repetitive admin, client intake, document generation, follow-ups, billing reminders. I’m trying to figure out which <a class="a a--md" elv="true" href="https://www.g2.com/categories/legal-practice-management">legal practice management platforms actually deliver strong automation</a> to cut down on the routine stuff so attorneys can focus on clients.</p><p class="elv-tracking-normal elv-text-default elv-font-figtree elv-text-base elv-leading-base elv-font-normal" elv="true">From the G2 data and what I’ve seen in reviews, here are some of the standouts:</p><ul>
<li>
<a class="a a--md" elv="true" href="https://www.g2.com/products/clio-clio-manage/reviews"><strong>Clio Manage</strong></a><strong>:</strong> Known as the market leader, with automation for billing, calendaring, and document workflows. Widely adopted, so there’s a lot of integrations to expand automation.</li>
<li>
<a class="a a--md" elv="true" href="https://www.g2.com/products/smokeball/reviews"><strong>Smokeball</strong></a><strong>:</strong> Very strong reputation for automation — particularly document generation and time tracking. Designed to handle routine legal work for small to mid-sized firms.</li>
<li>
<a class="a a--md" elv="true" href="https://www.g2.com/products/8am-mycase/reviews"><strong>8am MyCase</strong></a><strong>:</strong> Solid automation features for billing, reminders, and communication, making it a good all-in-one for smaller firms.</li>
<li>
<a class="a a--md" elv="true" href="https://www.g2.com/products/lawmatics/reviews"><strong>Lawmatics</strong></a><strong>:</strong> Focused heavily on automating client intake, marketing, and CRM workflows. If you want to streamline how new clients move through the door, this is its sweet spot.</li>
<li>
<a class="a a--md" elv="true" href="https://www.g2.com/products/assembly-software-assembly-neos/reviews"><strong>Assembly Neos</strong></a><strong>:</strong> Customizable dashboards and reporting with automation baked in; strong fit for firms that need more tailored workflows.</li>
<li>
<a class="a a--md" elv="true" href="https://www.g2.com/products/filevine/reviews"><strong>Filevine</strong></a><strong>:</strong> Great for teams that want customization. Its workflow automation is popular with firms that have niche or complex case management needs.</li>
</ul><p class="elv-tracking-normal elv-text-default elv-font-figtree elv-text-base elv-leading-base elv-font-normal" elv="true">Other names I hear a lot around automation are <strong>PracticePanther, CosmoLex, and Actionstep</strong>.</p><p class="elv-tracking-normal elv-text-default elv-font-figtree elv-text-base elv-leading-base elv-font-normal" elv="true">For those of you running these tools, which platform has actually <em>saved you the most hours</em> with automation, versus just looking good on a feature list?</p>

##### Post Metadata
- Posted at: 11 months ago
- Author title: SaaS and Software Research
- Net upvotes: 1


## Comments
### Comment 1

&lt;p&gt;Would love to hear from the community on what worked and what didn&#39;t with these tools and what should I look for when looking at these tools to set a realisic expectation&lt;/p&gt;

##### Comment Metadata
- Posted at: 11 months ago
- Author title: SaaS and Software Research





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