Legal Tech Glossary of Terms and Definitions

What do we mean by legal tech?

Legal tech is simply any technology (whether badged “legal tech” / “lawtech” or not), that helps facilitate the practice of law for lawyers in order to deliver better products and services for their clients; and / or helps consumers access legal expertise, products, services or access justice directly and without the use of lawyers, or at least with reduced lawyer input. (source)

Category	Examples	Definition / Description
Document creation and automation	HotDocs, Contract Express	Automation software for legal documents that uses rule-based algorithms and logic trees. Document automation software combines a library of electronic templates with a specific question and answer and/or data-entry interface. The software ‘learns’ based on the answers that are included or excluded, which results in a customized document for a particular purpose or transaction.
Analytics / Business Intelligence	InTapp, Thomson Reuters, Tableau	Business intelligence includes the strategies and technologies used by enterprises for the data analysis of business information. Typically using interactive data visualization software, which provides historical, current, and predictive views of business operations.
Knowledge / Experience Management	Search tools, Foundation, Pitchly...	Experience management is an effort by organizations to measure and improve the experiences they provide to customers as well as stakeholders like vendors, suppliers, employees, and shareholders. Similar to experience management, Knowledge management is meant to store and improve processes in which to relay information internally or externally.
Document Management System	iManage, NetDocuments, Worlddox	A document management system used to track, manage, and store documents and reduce physical paper. These systems usually record the various versions created and modified by different users and allow online file storage.
Contract Analysis / Document Review	Luminance, Kira, Diligen	Tools powered by AI that provide high quality contract review, helping to cut review time significantly by automatically identifying key provisions, generating summaries, and helping teams manage the contract review process.
Contract Lifecycle Management	Apptus, Conga, Corridor	Contract lifecycle management (CLM) is the management of an organization's contracts from initiation through execution, performance and renewal/expiry. ... Understanding and automating CLM can also limit an organization's exposure to risk by reducing missed obligations and increasing compliance with legal requirements
Customer Relationship Management	Intapp, InterAction, Hubspot	Customer relationship management is a process in which a business or other organization administers its interactions with customers, typically using data analysis to study large amounts of information
Practice Management	Clio, MyCase	Practice management is the study and practice of business administration in the legal context, including such topics as workload and staff management; financial management; office management; and marketing, including legal advertising.
Litigation and Case Management	Clio, Matter 365	Typically cloud-based software that provide a range of tools essential to the smooth-running of a legal practice. Most will include some of the following features: case/matter management, contact/client information management, time and bill tracking, and calendaring/scheduling.
Pricing	Digitory, Virtual Pricing Director	Cost analytics platform designed to help law firms and in-house legal departments leverage their data to succeed in an evolving legal market.
Legal Project management	Cael's LPM, Aderant	Legal-project management is the application of the concepts of project management to the control and management of legal cases or matters. Practitioners of legal-project management apply it to the mechanics and business of providing legal services rather than to the substantive legal work itself.
Workflow Tools and Process Automation	Microsoft Power Automate, Intapp	Process automation, also known as business automation or digital transformation, is the technology-enabled automation of complex business processes. It can streamline a business for simplicity, achieve digital transformation, increase service quality, improve service delivery, or contain costs.
Digital collaboration workspaces	HighQ Collaborate, Microsoft Planner	Digital workspaces are integral to the success of business in the long term, allowing teams to collaborate from anywhere. Typically, integrated technology framework designed to deliver and manage data. For a digital workspace to be successful, it must provide a unified, contextual, and secure experience for IT and end users. It can be used for project management, task and data visualization, file storage and management systems, communication etc.…
Referral Tracking	Captorra, Ambassador, PartnerStack	Referral tracking is collecting data on each touchpoint throughout the referral journey so you can map out that journey and look to understand how to optimize it.
Drafting Productivity	Litera, Define	Enhances drafting productivity by identifying terms, cross-referencing, inconsistent phrasing and looking up against clause libraries. Speeds up laborious proof-reading and bulk tasks.
Deal Management	Closing Folders, Litera, Legatics	Deal management is the process of defining specific deal parameters and using them to negotiate and secure deals.
Entity Management	Athennian, Carta	Legal entity management involves a corporation’s governance, compliance and legal departments. Most, if not all, subsidiary management duties include regulatory compliance, administrative maintenance, monitoring of insider trading and internal record-keeping.
Automation/Low Code Apps	Betty Blocks, Zapier, Microsoft 365 Power Apps	A low-code development platform provides a development environment used to create application software through a graphical user interface instead of traditional hand-coded computer programming. A low-coded platform may produce entirely operational applications, or require additional coding for specific situations.
Digital Dictation	Google Docs, Dictamus, ListNote	Digital dictation is a method of recording and editing spoken word in real-time within a digital audio format