Guide to Legal Operations
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If you’ve been watching the legal operations space, you’ve probably noticed that there’s a lot more software solutions than there used to be.
That’s because an increasing number of legal teams are embracing technology to help manage their work—and more vendors are entering the market to meet that demand.
But as the number of tools increases, so does the confusion. Some platforms handle intake, others focus on matter management, automation, or reporting (and they don’t always fit together neatly).
That’s because the market is still taking shape. Unlike sales or HR, legal hasn’t traditionally had a go-to tech stack or well-defined categories. That makes it harder to know what’s out there, and what’s really needed.
So, let’s take a look at what’s happening in the market today. What’s driving growth? Who are the main players? What trends are reshaping the space?
Overview of the Legal Ops Software Market
The legal operations software market has grown in response to a simple problem: legal teams have too much on their plates and not enough time or tools to manage it all.
And as companies grew, so did legal demands—more contracts, more regulations, and more internal requests. Legal teams started adopting tools to help them stay organized and efficient.
At first, the solutions were basic: contract repositories, spreadsheets, intake forms. Then came tools for workflow automation, matter tracking, and dashboards. Today, the market offers software for nearly every part of the legal process—from capturing a request to closing out a matter.
But the problem is that many of these tools were created to solve independent issues. One might handle intake. Another tracks matters. A third generates reports. That leaves many legal teams switching between systems and manually filling the gaps.
However, the market is starting to shift. Vendors are starting to build more complete solutions. Legal teams are asking for better integration, real-time visibility, and centralized control. And while the market is still evolving, it’s moving toward more unified, all-in-one solutions.
MANUAL TOOLS
email
spreadsheets
shared documents
POINT SOLUTIONS
CLM, eBilling
general task
management tools
WITH INTEGRATIONS Checkbox
Key Players & Platforms in the Market
In the legal ops software space, there are a few different types of players. Some focus on very specific parts of the legal workflow. Others try to bring more of it together in one place. Both have their place in the market—it just depends on what a legal team is looking for.
Specialized Tools
Specialized tools are built to do one job really well. For example, solutions like contract lifecycle management software (CLM) help legal teams draft, approve, and store contracts. Others are strong in eBilling, spend management, or document automation. They’re often used by larger legal departments that have the time and resources to build a tech stack from different tools.
All-In-One Platforms
All-in-one in-house legal software platforms are geared at covering more ground—offering legal intake, matter management, workflow automation, and reporting in one system. Legal teams of today are asking for fewer tools and better connections between them. And that is what platforms such as Checkbox aim to deliver.
General Workflow Tools
General workflow tools are not legal-specific, but still widely used by legal teams. Some examples of these are Asana, Jira, or ServiceNow. These tools can be customized to support legal processes, but they often lack legal-specific features, like triage rules, legal hold capabilities, or structured matter tracking.
Trends Driving Market Growth (AI & Automation)
Every fast-growing market has a few key forces behind it—and legal operations software is no different. Over the past few years, legal teams have started asking bigger questions:
- How can we get more visibility into our work?
- What can we automate?
- How do we make better use of our time and data?
That shift in mindset is one of the biggest reasons this market is growing. Legal teams are trying to operate more like other business units, with systems, metrics, and tools that help them move faster and show their impact.
Here are a few of the trends making that possible.
1. Artificial Intelligence (AI)
Today, legal teams are starting to see real, tangible value from AI—especially in areas like legal intake, where AI can help route requests automatically, or in legal AI chatbot software that answers common questions without needing a lawyer to step in. And this helps legal teams handle more requests without the need to outsource or hire more people.
2. Workflow Automation
Repetitive tasks such as NDA generation, approval workflows, or status updates, are a huge time drain for in-house legal teams. That’s why many are turning to legal workflow automation software to take these off their plates. And this doesn’t just free up time, but it in turn allows lawyers to focus on more strategic priorities.
3. Legal Data & Dashboards
Oftentimes, executives want to understand how legal is spending its time, where work is coming from, and how resources are being used. By leveraging legal analytics and dashboard software, tracking matters, tasks, and turnaround times becomes simple. This allows legal ops to give leadership a clear picture of performance and make more informed decisions about where to invest time and effort.
4. Smaller Tech Stacks
As the number of legal tech tools increases, so does the frustration of switching between them. More legal teams are looking for all-in-one platforms that reduce the need for manual handoffs, duplicate data entry, or separate reporting systems.
💡These trends are pushing vendors to broaden their offerings and creating demand for tools that do more, without adding more complexity.
How Checkbox Can Help
The legal operations software market might still be settling, but the problems legal teams face are already clear: too many requests, too little time, and too many disconnected tools.
Checkbox was built to solve that.
It’s a single platform that brings together legal matter management software, intake and triage software, workflow automation software, and analytics software—so legal teams can manage their work in one place, from start to finish.
Legal Intake and Triage
Instead of letting requests pile up in inboxes or messaging threads, Checkbox’s legal intake and triage software facilitates a structured, AI-powered intake process. Every request is captured in a consistent format, automatically triaged, and routed to the right person—no manual sorting required.
Matter Management
Checkbox’s matter management software tracks every matter in real time, with full visibility into status, deadlines, and ownership. Whether it’s a one-off request or a complex workflow, legal ops has a clear and up-to-date picture of what the team is working on.
Workflow Automation
Checkbox makes it easy to build self-service processes for things like NDAs, approvals, or internal guidance—without the need to write code. That means legal can automate routine work and focus on the projects that really need their attention.
Dashboards and Analytics
Checkbox includes built-in dashboards that show how much work legal is doing, where it’s coming from, and how long it’s taking to resolve. These insights help legal teams report on performance, identify trends, and make the case for headcount, budget, or new priorities.
Designed for In-House Legal
Checkbox isn’t a repurposed IT tool or a point solution. It was designed with legal operations in mind—especially for fast-moving companies where efficiency, visibility, and speed really matter.
So, legal work will always be complex. But the way you manage it doesn’t have to be.
Want to see how Checkbox gives legal teams the structure and visibility they need to stay in control, reduce busywork, and scale their value? Book a demo today.
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