Design, automate, and run any legal process — client onboarding, contract review, matter closing — with a powerful no-code workflow builder tailored for legal teams.
⚡ Set up in 2 minutes · 🔒 No credit card required · 📄 Built for small business
Features
Powerful features designed for the way lawyers, paralegals, and small business owners actually work.
Build workflows visually — no coding required. Add steps, assign tasks, set conditions, and connect documents with an intuitive drag-and-drop interface.
Start from proven templates: client intake, conflict check, contract negotiation, matter closing, billing, and more. Customize to fit your practice.
Build workflows that adapt. Route work differently based on matter type, client tier, urgency, or any custom field you define.
Assign workflow steps to roles (partner, associate, paralegal, billing) rather than individuals. New team members plug right in.
Set time limits on each step. Get alerted when steps are running late. Make sure nothing gets stuck in someone's inbox.
See which workflow stages take the longest, which steps have the most errors, and where your process has bottlenecks to fix.
How It Works
No complex setup. No training required. Just sign in and start.
Choose from pre-built legal workflow templates or build your own from scratch. Either way takes under 10 minutes.
Define each step, who's responsible, what documents are needed, and what the deadline is. Add conditional branches for exceptions.
Publish your workflow. Start new instances for each matter, contract, or client. Track progress in real time.
Comparison
Why pay $50–$300/month when you can get the essentials for free?
| Feature | LegalStack (Free) | Clio / MyCase | PracticePanther |
|---|---|---|---|
| Visual workflow builder | ✓ Included | $99/mo+ | $79/mo+ |
| Legal-specific templates | ✓ Included | Generic only | Limited |
| Conditional logic & branching | ✓ Included | Enterprise only | Premium tier |
| Role-based task assignment | ✓ Included | ✓ | ✓ |
| SLA & deadline enforcement | ✓ Included | Enterprise only | Add-on |
FAQ
Everything you need to know before getting started.
Related
LegalStack gives you a full toolkit — not just one feature.
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