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A Complete Guide to Law Firm Technology for Small Law Firms


By: Aaron Weismann

Thursday, July 27, 2023

A Complete Guide to Law Firm Technology for Small Law Firms

Rapid technological advancement is reshaping many industries, and this is especially true of law firm technology. Technology is necessary in the 21st Century law practice, revolutionizing how small law firms conduct their operations, handle cases, and interact with clients. In all cases, technology makes business administration more straightforward and less cumbersome.

This guide sheds light on some of these technologies and how to uplift your law firm into this new digital era. It will also show you how technology helps you manage a small law firm.

The Business Case for Law Firm Technology

In the highly competitive legal landscape, embracing technology is a must. For small law firms, legal technology solutions provide myriad advantages resulting in streamlined operations and enhanced service delivery.

At the heart of law firm technology is the ability to automate time-consuming tasks. Through document management automation, law firms can significantly reduce time spent on routine work like drafting standard contracts or correspondence, leaving more room for critical thinking and strategic planning. That focuses billable hours on more complex work, which clients appreciate.

Law firm technology also brings significant operational cost savings. Minimizing busy work for clients means minimizing busy work for the attorney. By automating various tasks, small law firms can shoulder more clients with fewer resources, maximizing profitability.

In that way, law firm technology is a force multiplier for small law firms. It levels the playing field, enabling smaller firms to compete with larger ones with more expansive resources. Small law firms can augment their capacity, allowing them to offer high-quality, efficient, and personalized legal services.

That same technology expands the reach of small law firms. Cloud solutions empower small firms to serve clients outside their immediate geographic location. This opens up both a broader client base and opportunities for specialization in niche areas of law, further enhancing competitiveness.

Law firms that employ technology can also enhance their data protection, keeping client data safe and thereby satisfying ethical obligations. As data breaches become more prevalent, these safeguards are vital in maintaining client trust and keeping out of trouble.

Finally, and crucially, law firm technology greatly enhances client communication. Clients expect quick, efficient, and seamless interaction. Digital tools like client portals, instant messaging, and video conferencing significantly improve client communication, resulting in better client relationships and satisfaction.

Getting Started with Legal Tech

Consider the following when getting started with legal tech in your firm.

Audit Your Practice

The first step towards implementing new technology in your law firm involves auditing your current practice. That audit doesn’t have to be overly formal or involved. Ask yourself:

  • Where will technology improve my service delivery?
  • What mundane tasks would I be happy not doing?

From routine document creation to timekeeping, client communication, and legal research, understanding your needs will help you select the most appropriate technology solutions.

Budget for Legal Tech

Once you've identified areas for improvement, it's time to budget for legal tech. Your budget should cover the cost of the chosen products and services and any potential training expenses to ensure you and your team can effectively utilize the new tools. While technology may require an initial investment, cost savings and increased efficiency often offset initial costs in the long run.

Research Products and Solutions

Once you know what you want and your budget, you’ll want to know what’s available to meet your needs. It can be overwhelming due to the variety of technological solutions, but chances are you’ll find what you need. You should also consider looking into cloud-based solutions, which are typically more cost-effective, scalable, and adaptable for small law firms.

Law Firm Technology Tools for Small Law Firms

There are countless types of technology tools for law firm, but some are more useful than others. Below are a few of the top technology tools for small law firms.

Document Management

Document management is one of the primary ways technology can help streamline workflows. Document automation tools aid in creating routine documents, saving you time on routine and mundane tasks. Records management systems help organize, store, tag or identify, and secure files for easy reference and retrieval. Under the document automation umbrella is eSignature software, which facilitates online contract signings and legal document verifications.

Legal Research and Discovery

Legal research and discovery software tools are also significant time savers and have been for the better part of three decades. Research tools provide attorneys instant access to vast amounts of legal information, aiding in case law review, legislative updates, and precedent searches. eDiscovery tools help manage the process of identifying, collecting, and producing electronically stored information (ESI) for litigation purposes, saving significant time and resources.

Timekeeping and Billing

The use of timekeeping software and eBilling systems are a more recent addition in “traditional” law firm technology. Timekeeping software accurately tracks time spent on different tasks, ensuring billing is more precise and less laborious. eBilling platforms enable secure online payments, which can be very convenient for all parties.

Communication Tools

Efficient communication and collaboration are key to a successful law firm. Videoconferencing platforms became essential tools during the pandemic and have great staying power because of how they enable real-time meetings and collaboration regardless of physical location. That can be supplemented by contact management software, which maintains and organizes client information.

All-in-One Workflow Tools

Given the value of all the aforementioned tools, some companies bundle functionality into comprehensive law practice management platforms. Think of it as business operations in a box. These all-in-one tools create a seamless workflow by unifying case and document management with billing and client communication. Moreover, they often provide integration capabilities with other legal tech tools, creating a more harmonious firm technology ecosystem.

Cybersecurity Solutions

As law firms increasingly digitalize their operations, they become more susceptible to cyber threats. Consequently, cybersecurity solutions are essential. Endpoint detection and response, secure email gateways, and encryption tools are some of the tools you can use to protect you and your clients’ data from harm. Some vendors even provide more comprehensive platform solutions for small businesses, making selection and deployment a no-brainer.

Using AI for Your Law Practice

Artificial Intelligence (AI) may be a game-changer for the legal industry. AI applications like ChatGPT can perform many tasks like document drafting and conducting basic legal research. While AI can improve efficiency, it’s vital to use it judiciously. Complex legal matters still require a nuanced human touch. All matters still require significant oversight and professional judgment.

Preparing Your Firm For New Tech

Integrating new technology into your law firm requires careful planning and preparation. Train your staff on using new tools to ensure uptake and proper use. Consider creating a roll-out schedule that introduces new technology gradually to minimize disruption to ongoing operations. It's also critical to back up any data when switching to new systems to avoid data loss. Finally, remember to keep your clients informed about any changes that may affect them. They need to feel comfortable and confident with your firm's new direction—implementing new technology is often seen as a boon and can be marketed as such.

To maximize the adoption of new technology, you’ll want to foster a culture of change. It’s essential for everyone in the firm to understand the benefits of legal tech and be open to learning and using new tools. Fostering this culture can be achieved through regular training sessions, sharing success stories related to the use of new tech, and encouraging feedback and suggestions.

Moreover, when introducing new tech, consider partnering with technology vendors who offer comprehensive customer support. This can be invaluable during the transition process, especially when troubleshooting issues or understanding advanced features.

Implementing law firm technology is a significant effort that will bring immense benefits to small law firms. By enhancing efficiency, cost-effectiveness, and client service, legal tech has the potential to take your law practice to the next level.


Embracing law firm technology can drastically transform how you manage a small law firm. By increasing productivity, improving efficiency, and enhancing client satisfaction, law firm technology can help small law firms stay competitive in the evolving legal landscape. The digital future of the legal industry is here and adopting law firm technology is no longer optional—it's a necessity.

NBI offers a variety of CLE courses aimed at helping attorneys master the tech aspects of running an efficient law firm. Here's a few course recommendations to get you started:

Aaron Weismann is the Chief Information Security Officer at Main Line Health, a health system serving the Greater Philladelphia Area. Prior to that he worked for the Commonwealth of Massachusetts both as a CISO and as an IT contracting, security, and privacy attorney. He was also an attorney at State Street Bank and Trust Company. Aaron received his Juris Doctorate from Washington University in St. Louis in 2009 and an LL.M in Global Law and Technology, Intellectual Property and Information Technology Law Concentration from Suffolk University in 2010.

This post was written by a guest blogger. Although this article was thoroughly reviewed by NBI staff, the views, opinions and positions expressed within the post are those of the author alone and do not represent those of NBI. The accuracy, completeness and validity of any statements made within the post are not guaranteed. We accept no liability for any errors, omissions or representations.

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