Legal workflow automation software for law firms
Turn the processes your firm repeats on every case into tasks, deadlines, and documents that create themselves. MyCase legal workflow automation software handles the follow-up, so your attorneys and staff can spend their hours on billable work instead of busywork.
Why law firms automate their workflows
Recover billable hours
Every minute spent rebuilding a checklist, calculating a deadline, or retyping a client's address is a minute nobody can bill. Legal process automation gives those minutes back to the work clients actually pay for.
Miss fewer deadlines
Rules-based calendaring calculates court deadlines from the applicable rules instead of from memory. Fewer missed dates means less of the administrative risk that keeps firm owners up at night.
Onboard new staff faster
When your process is built into your law firm workflow software, a new paralegal follows the workflow instead of learning it from whoever happens to be free that week.
Give every client the same experience
Law firm task automation means the same follow-up, on the same schedule, whether a matter is handled by your senior partner or your newest associate.
Automate the busywork behind every case
Legal workflow automation software lets you build a process once and reuse it on every matter. Set a trigger — a court date, an intake submission, or the completion of another task — and MyCase creates the tasks, calendar events, and documents that follow it.
Build reusable workflow templates for the deadlines, filings, and client touchpoints your firm repeats most, then tailor each one to the type of law you practice. No more retyping the same case checklist at 7pm.
Law firm workflows built for every practice area
A personal injury claim and an estate plan don't follow the same steps. Build law firm workflows that match how your team actually works — one practice area, one case type, one trigger at a time.
Eliminate redundant administrative work by automating task, event, and deadline creation
Set custom triggers — dates, filings, or completed tasks — that start a workflow automatically
Calendar an entire case timeline with a single click
Assign every step to the right attorney, paralegal, or staff member as it's created
Update a workflow template once and apply it across every matter that uses it
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
Law firm workflow management, from intake to resolution
Workflow automation isn't one feature. It's every small handoff your firm makes between opening a matter and closing it — and MyCase covers them.
Generate case documents pre-populated with the case and contact details already stored in MyCase, using your own Microsoft Word and eSignature templates
Use rules-based calendaring backed by a database of court rules across all 50 states, so filing deadlines calculate themselves
Replace manual data entry with online intake forms that create a lead or populate a case file automatically
Kick off the next task the moment the one before it is marked complete — no one has to remember to hand it over
What is legal workflow automation?
Legal workflow automation is the use of software to run a law firm's repeatable processes automatically — creating tasks, calendaring deadlines, generating documents, and assigning work to the right person the moment a case reaches a given stage.
Instead of a paralegal rebuilding the same checklist for every new matter, the workflow runs from a trigger: a filing date, a submitted intake form, or a completed task. Every step that follows appears on its own, assigned and dated. Your firm's process stops living in one person's head and starts living in the system — where it runs the same way on every case, for every client.
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