chevron-down Created with Sketch Beta.

Unlocking AI in Legal Practice: How Smart Tools Are Changing the Way We Work

Ruby Lichte Powers

Summary

  • AI has given firms the opportunity to serve people better.
  • AI adoption is having a high impact in five key areas: intake, onboarding, case management, legal research, and marketing.
  • The impact of AI initiatives can be measured using tools like the Net Promoter Score (NPS) and client surveys.
Unlocking AI in Legal Practice: How Smart Tools Are Changing the Way We Work
Wang Yukun via Getty Images

Jump to:

Artificial intelligence (AI) is no longer a future concept for law firms—it’s a reality that is already reshaping how we practice law. As highlighted by LinkedIn's 2025 Jobs on the Rise report, AI-related careers like AI engineer and AI consultant are among the fastest-growing roles in the United States. Legal professionals must adapt to a world where clients expect faster service, greater transparency and a more personalized experience. Smart use of AI tools can help law firms meet these demands while improving internal efficiency and strengthening client relationships.

Rather than viewing AI as a threat, law firms have an opportunity to use it to serve people better, not replace them. By implementing thoughtful strategies, attorneys can enhance their service delivery, streamline operations and ensure that they stay competitive in an evolving legal landscape.

The Shift from Manual to Smart Processes

In the past, law firms relied heavily on manual workflows—paper files, phone-based intake, lengthy research and time-consuming drafting. Today, we are seeing a major shift. Tasks that once required significant human labor are increasingly automated, freeing up time for higher-level client engagement and strategic work.

The expectations of newer generations, particularly Gen Z (projected to make up 27 percent of the workforce by 2025), are accelerating this transition. As a fully digital-native generation, Gen Z expects seamless technological integration, immediate communication and client experiences that mirror the ease they find in other industries.

Where AI Makes the Greatest Impact

Law firms can strategically adopt AI by identifying the operational areas where it delivers the most value.

The five key areas are:

  1. Client intake and virtual reception. AI chatbots and virtual assistants handle inquiries 24/7, collect intake information and route leads efficiently. The capabilities are rapidly improving.
  2. Onboarding and consultation. Automation tools generate engagement letters and intake forms, improving data accuracy and saving time.
  3. Case management. AI-powered platforms like Filevine and Clio track deadlines, assign tasks and predict case timelines. Programs like Hona and Case Status leverage technology to improve the client experience during the entire life cycle of the case.
  4. Legal research and drafting. Tools like CoCounsel and Lexis+ AI accelerate research and help generate first drafts of legal documents​. We are in the world of editing not creating first drafts anymore.
  5. Marketing and client communication. AI optimizes content creation, email marketing and client outreach based on real-time data insights.

By focusing on these core functions, firms can maximize their return on investment in AI tools.

Implementing AI in Your Practice: A Practical Approach

Integrating AI into a law firm requires more than just purchasing new software. It demands strategic planning, team involvement and a phased rollout that builds confidence internally.

The first step is assessing your firm’s needs and identifying pain points. Common areas to review include client intake delays, research inefficiencies and slow communication. Once these are mapped out, firms should seek AI solutions that directly address their specific operational challenges.

Choosing the right tools means avoiding the hype and focusing on fit. Select AI tools that integrate with existing systems and workflows. Try to minimize the programs needed and ensure the ones you use integrate as fully as they can with your key programs. Vendor demonstrations and pilot testing with small teams can help ensure a smooth transition.

Equally important is building team buy-in. Involving staff early, highlighting small quick wins, and offering training and how-to guides helps demystify AI adoption and reduce resistance.

Finally, setting clear, simple metrics from the beginning—such as time saved per task, improvements in client response time or reductions in errors—allows firms to track the success of their AI initiatives effectively.

Overcoming Challenges: Data Security, Bias and Staff Training

While AI offers tremendous potential, firms must also address significant challenges. Data privacy and confidentiality must be rigorously maintained when implementing AI systems. AI algorithms must be monitored to prevent bias in decision-making processes, particularly in areas like client intake or case evaluation.

Ongoing staff training is essential. Lawyers and support teams must not only learn how to use new AI tools but also understand their limitations. AI is powerful, but it is not perfect—human oversight and professional judgment must always be preserved. We have regular times to share AI and technology best practices with the team and invest in regular training.

Firms should ensure clear communication with clients about the use of AI, maintaining transparency to build trust.

Enhancing Client Communication Through AI

Exceptional client service has always been a key differentiator for successful law firms. With AI, attorneys can now elevate their communication practices further. For example, automated client updates about case status can reassure clients and reduce the perception of silence. Tools like client mobile portals allow clients to access case documents securely, communicate with the firm and check billing status at their convenience.

Proactive communication—regular updates even when no major changes occur—can significantly enhance the client experience. This approach prevents frustration and builds trust, especially during long periods of inactivity such as court delays or immigration processing.

AI also allows for greater personalization. Email newsletters, social media content and client outreach can be customized based on client profiles and engagement history, increasing both satisfaction and retention.

Measuring Success: Gathering and Applying Client Feedback

To ensure continuous improvement, law firms should implement systems for collecting client feedback. One effective method is the Net Promoter Score (NPS), a simple survey asking clients how likely they are to recommend the firm to others. Tracking NPS over time provides valuable insights into client loyalty and identifies areas for service enhancements.

Beyond NPS, client surveys at key touchpoints—such as after onboarding, case milestones or case closure—can offer actionable data. Firms that actively listen to their clients position themselves to adapt quickly and build long-term loyalty.

The Future of Legal Practice: Preparing for Continuous Change

Looking ahead, AI will continue to evolve, offering even faster legal research, more sophisticated predictive analytics and deeper automation of administrative tasks. Successful firms will not be those that invest the most in technology, but those that integrate AI thoughtfully and strategically into their client service and operational models.

It’s crucial for firms to approach AI implementation as a journey, starting small, tracking successes and scaling up based on results. Those who embrace AI with a client-centered mindset will be better prepared to thrive in the increasingly competitive legal marketplace.

Moving Forward with Confidence

Harnessing AI in legal practice is about more than efficiency—it’s about delivering better service, fostering stronger client relationships and positioning your firm for future success. With strategic planning, thoughtful implementation and continuous improvement, law firms can unlock the full potential of AI while maintaining the personal touch that clients value most.

The future is already here—make sure your firm is leading the way.

    Author