Top legal software for attorneys and paralegals: Adobe, Airtable, MyCase, Trellis, and more. KPS highlights tools to streamline law firm operations.
Running a law practice isn’t just managing cases and clients these days. If you’re looking to keep your workflow efficient and your team focused on high-value work, it requires mastering the right tools.
At Knoxville Paralegal Services (KPS), we have spent the past seven years helping attorneys across the country streamline their operations by embracing technology, not shying away from it. Over time, we’ve tested, implemented, and relied on a wide variety of legal software, from case management platforms to AI-powered research tools.
This blog brings together our top recommendations into one quick-reference guide. Each tool highlighted here is one we either use in our own virtual paralegal practice or frequently recommend to the attorneys we support. If you are looking for practical, proven ways to save time, reduce repetitive tasks, and make your law firm more efficient, this list is for you!
Running a law practice isn’t just managing cases and clients these days. If you’re looking to keep your workflow efficient and your team focused on high-value work, it requires mastering the right tools.
At Knoxville Paralegal Services (KPS), we have spent the past seven years helping attorneys across the country streamline their operations by embracing technology, not shying away from it. Over time, we’ve tested, implemented, and relied on a wide variety of legal software, from case management platforms to AI-powered research tools.
This blog brings together our top recommendations into one quick-reference guide. Each tool highlighted here is one we either use in our own virtual paralegal practice or frequently recommend to the attorneys we support. If you are looking for practical, proven ways to save time, reduce repetitive tasks, and make your law firm more efficient, this list is for you!
Adobe Acrobat Pro is one of the most powerful tools for managing PDFs in the legal world. From discovery review to court filings, it helps streamline workflows and reduce time spent on repetitive tasks.
Key Features:
Edit text and formatting directly within a PDF
Send documents for secure electronic signature and track responses
Permanently redact sensitive or confidential information
Apply Bates numbers automatically to discovery documents
Use OCR to make scanned files searchable and selectable
Merge and reorder multiple documents into one organized file
Protect client materials with passwords and permissions
Collaborate with highlights, notes, and markups
Access documents securely on mobile and in the cloud
Airtable is one of the most versatile tools we use at KPS, serving as the “command center” for our internal operations. Think of it as a hybrid between a spreadsheet and a database, with the flexibility to build custom workflows that actually match the way your firm works. It is collaborative, organized, and saves time by automating tasks that would otherwise slip through the cracks.
Key features that we implemented:
Conflict check management to quickly verify new client matters
Case and client intake pipeline to track inquiries, retainers, and consultations
Court dates and deadline calendar with integrations for Google Calendar or Outlook
Time tracking and billing tools to simplify monthly invoicing
Document management by linking pleadings, exhibits, and case files directly to records
Task management and delegation to assign responsibilities and monitor progress
Team communication hub with built-in comments and file sharing
Automations to remind you of deadlines before they become emergencies
*HUGE shout-out to our Airtable guru/developer, Michele!
ExhibitSuite was built for modern trial teams, making it easier to organize, share, and present exhibits with less stress and more precision.
We love it because:
ExhibitSuite helps you upload, categorize, and annotate trial exhibits in one place so you always know which version you are using
You can securely share exhibits with colleagues, opposing counsel, or expert witnesses in just a few clicks
Exhibits display seamlessly in court, keeping transitions smooth and communication clear for judges and juries
The platform works from any device, making it practical for both remote and hybrid legal teams
Hathr.AI is a cloud-based platform built for legal professionals who want to save time on repetitive work without sacrificing accuracy. It automates and accelerates document review, legal research, and contract analysis, so your team can spend less time on admin tasks and more time on case strategy.
Key features:
AI-assisted contract review that identifies clauses, suggests edits, and flags risks
Plain-language legal research with fast access to relevant case law and statutes
Clause library and drafting templates to keep documents consistent
HIPAA and GDPR compliant security to protect sensitive data
Designed for easy adoption, even for legal professionals who are hesitant with tech
A cloud-based case management system that keeps everything organized in one secure hub. From documents and tasks to billing and client communications, MyCase helps attorneys and paralegals cut down on email clutter, stay on top of deadlines, and keep clients informed.
Key features:
Client portal for secure access to updates, documents, and messages
Document management that is organized, accessible, and searchable
Billing and invoicing tools to simplify payments
Task and calendar management to help avoid missed deadlines
Trellis simplifies the legal research process with a platform designed specifically for state trial courts. Instead of combing through scattered sources, Trellis puts rulings, dockets, motions, and filings in one searchable system. It is purpose-built for the legal field, making it both relevant and trustworthy.
Key features:
Trellis lets you search trial court filings and decisions in addition to appellate opinions
It provides data on how individual judges have historically ruled, helping you shape strategy with more insight
You can access successful motions filed in your jurisdiction, saving drafting time and improving accuracy
One of the most time-consuming tasks in litigation is chasing down medical records. Yocierge provides a streamlined, secure process built for legal professionals. Instead of endless calls and fax follow-ups, you get a flat-fee, trackable, and reliable record retrieval service. Yocierge helps you get the records you need quickly while staying compliant with HIPAA and other regulations.
With features like:
E-authorization through YoSign
Real-time request tracking
Direct EHR downloads
AI-powered chronological sorting
An automation tool that connects the apps you already use so routine tasks happen automatically. Zapier creates simple workflows called “Zaps” that move data between systems, reduce manual work, and keep your operations consistent.
Key uses for legal teams:
Client intake routing from web forms to case management and calendar
Billing automation that links time tracking to invoice creation and delivery
Deadline syncing from case management to your calendar with reminders
Inbox organization that labels, sorts, and prioritizes emails
Zipliens is designed to take the headache out of lien resolution by automating the process from start to finish. It saves hours of back-and-forth, reduces errors, and keeps everyone on the same page.
Key Features:
Automatically generates letters of representation
Handles Medicare, Medicaid, ERISA, and private plan liens
Provides real-time status tracking for each request
Centralizes records with secure uploads and easy team access
The right legal software can be a game-changer for attorneys and paralegals, helping you stay organized, reduce stress, and dedicate more energy to client work and case strategy. At KPS, we know that every firm’s needs are different, which is why our team of experienced virtual paralegals tailors support around the platforms you already use OR helps you integrate new ones seamlessly.
Whether it’s document management, trial prep, AI research, or automating repetitive tasks, these tools are designed to make your practice more efficient and effective. If you are ready to simplify your operations and focus on what matters most, we’d love to show you how virtual paralegal services can complement the software you choose and help your law firm thrive!
If we haven’t met yet, I’m Brooke—founder of Knoxville Paralegal Services (KPS) and paralegal of 20+ years 😊 We are a contract paralegal company based in Knoxville but serve attorneys NATIONWIDE. We handle assignments remotely and as an “on-demand” service. 💼 Book your FREE consultation call today to see how we can support your firm modern software:
Want more helpful tips and updates?
Follow us on social media for the latest news and exclusive content at KPS: 🤳🏼 Instagram
Subscribe to our monthly newsletter, KNOXVILLE PARALEGAL PRESS: we’ll into your inbox the first Monday of each month for guidance on best practices, legal resources, industry updates, and monthly favorites from our founder Brooke ⚖️
