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Top Rated AI Legal Workflow Automation Software with Mid size business

Last updated: November 2026

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38 software options

Docketwise logo

Immigration application solution for form preparation

8am DocketWise is a cloud-based immigration form preparation solution designed to help attorneys, applicants & businesses of all sizes streamline immigration applications. The built-in form library enables users to create applications for families, immigration courts or employment.

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Josef logo

Legal automation made easy.

Josef is a game-changing no-code platform that puts the power to create digital legal tools in the hands of lawyers and legal professionals.

Josef is used by the world’s best legal teams, including global firms like Clifford Chance and leading in-house teams like those at L’Oreal and BUPA.

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Alexi logo

Private AI platform for law firms and legal teams

Alexi is a private-cloud AI platform for law firms that unifies legal research, drafting, document analysis, and workflow automation.

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Mitratech TAP Workflow Automation logo

TAP gives you the power to automate any process— on your own

TAP is a workflow automation software that empowers users to create and deploy forms, processes, and workflows without writing any code— using the drag-and-drop designer. TAP Workflow Automation also supports automated notifications, e-signatures, role-based access, and more.

Read more about Mitratech TAP Workflow Automation

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Lateral logo

AI-enabled decision engine

Lateral Technology's powerful AI-driven software platform streamlines business operations to drive efficiencies across organizations. Its CRM and case management software serves institutions across government, legal, collection department, contact centers, and finance through automation.

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OnitX CLM logo

Cloud-based contract and legal management software

Onit is a legal management software that helps businesses handle operations related to workflow configuration, document creation, spend management, and request routing. It lets staff members manage, maintain, and track contract clauses and templates on a centralized platform.

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Briefcase logo

Case management software for courts and tribunals

Briefcase is case management software designed for courts, tribunals, arbitration, and administrative justice bodies. The platform manages case administration from filing to final decision, including intake, timetabling, and document drafting. Features include automated document assembly, real-time hearing transcription, citation verification, digital casefiles, and customizable workflows configured to procedural rules and practice notes.

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Attornaid logo

Cloud-based law practice management for all firm sizes

Cloud-based law practice management platform with matter management, time tracking, billing, and document handling for law firms.

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LOIS Platform logo

Cloud-based agentic legal AI for law firms

Cloud-based legal AI platform for law firms and legal departments that executes research, drafting, deadline automation, and case.

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Ironclad logo

AI CLM platform for enterprise legal teams

Ironclad is an easy-to-use, insightful AI contracting platform where agents drive work forward while you stay in control.

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Tonkean logo

Cloud-based agentic AI platform for enterprise ops

Tonkean is a cloud-based, no-code agentic orchestration platform for enterprise shared service teams in procurement, legal, HR, and IT.

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BigHand Workflow Management logo

Legal workflow automation and resource optimisation

BigHand Workflow Management helps law firms gain visibility of demand, capacity and workloads while intelligently allocating work to improve productivity, resource utilisation and service delivery.

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HighQ logo

Cloud-based legal case management tool for legal teams.

HighQ's intelligent solution combines automated workflows, document automation, and secure collaboration to transform the way professionals work and engage with clients and colleagues.

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Filevine logo

Cloud-based legal case management platform for attorneys.

Filevine's Legal Operating Intelligence System (LOIS) merges complex legal work into a unified system of truth where data, documents, and workflows operate with total clarity. Filevine embeds true agentic legal AI into every matter, every case and every workflow.

Read more about Filevine

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DISCO Auto Review logo
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AI powered legal document review platform

DISCO Auto Review is an artificial intelligence-powered document review software designed for legal professionals. The platform processes documents at speeds up to thirty-two thousand per hour and provides custom tagging capabilities with detailed explanations for each AI decision. It features collaborative review tools, quantifiable metrics tracking, and integration with expert consulting services to support litigation and compliance teams.

Read more about DISCO Auto Review

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Reflekt Legal logo
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AI-powered intake automation for law firms

Reflekt Legal is an artificial intelligence solution designed to handle client intake processes for law firms. The platform manages inbound conversations from phone calls, web forms, and advertisements by qualifying prospects, capturing case details, and routing calls according to firm-specific rules. It integrates directly with existing CRM and CMS systems to log conversation data, schedule appointments, and follow up with clients for missing information.

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Ardela logo
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AI workspace for legal documents

Draft, review and analyse legal documents with firm templates, cross-file analysis and Clara, Ardela’s AI assistant.

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eConciliador logo
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Online software for handling conciliation and conflicts

eConciliador is a web-based system for conflict resolution, making it possible to negotiate using any device. Parties are encouraged to resolve disputes, financial issues, and other disputes through conciliation on the platform.

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Legora logo
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AI-powered operating system for legal teams

Legora is an AI-powered OS for legal professionals, streamlining document review, research, and drafting. It offers jurisdiction-aware research, structured citations, document analysis, tabular review, and integrations with management systems. Legora ensures enterprise-grade security with ethical walls, cross-matter isolation, audit trails, and compliance with SOC Type II, ISO standards, GDPR, and HIPAA.

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Eve Legal logo
(0)

Cloud-based legal AI for plaintiff law firms

Eve Legal is a cloud-based AI platform for U.S.

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ServiceNow Legal Service Delivery logo
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Legal platform for streamlined service delivery

Legal Service Delivery modernizes legal operations via automated workflows on the ServiceNow AI Platform. It includes legal request management for inquiries, matter management for cases, and configurable apps for complex processes. Features include contract automation, knowledge management, and investigation tools. The platform offers mobile access, virtual agent support, and real-time reporting dashboards for legal teams.

Read more about ServiceNow Legal Service Delivery

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ImmiPractice Immigration CRM logo
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Cloud CRM for immigration law firms

Cloud-based CRM for immigration law firms offering case management, client tracking, workflow automation, and document handling.

Read more about ImmiPractice Immigration CRM

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HelloCounsel logo
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AI voice agents that answer calls and log every notes.

HelloCounsel is an AI voice agent purpose-built for personal injury, workers' compensation, and mass tort law firms. It answers inbound calls and places outbound calls, resolving the full PI call lifecycle, not just intake while writing every interaction directly into the firm's CMS.

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Harvey logo
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AI platform for legal and professional services

Harvey is an AI platform for law firms and corporate legal teams. It features domain-specific AI assistants for document analysis and drafting, secure document storage and organization via its Vault system, and research capabilities for legal, regulatory, and tax questions. Harvey includes agents for complex legal workflows, contract intelligence tools for negotiations and reviews, and a mobile app for remote work management.

Read more about Harvey

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EvenUp logo
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Cloud-based claims intelligence for PI law firms

EvenUp is a cloud-based claims intelligence platform for U.S.

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