Law Firm Process Management Software
Process Street helps law firms run repeatable matter, client, document, and approval workflows without relying on memory, spreadsheets, or scattered email. Use it when your firm needs every step assigned, tracked, and auditable across attorneys, paralegals, admins, and reviewers.
Trusted by more than 3000 companies
Run legal operations as repeatable workflows
Law firm process management software standardizes the work around each matter: intake, conflict checks, engagement letters, document review, court filing prep, client updates, billing handoffs, and closing tasks. The right system gives each step an owner, deadline, approval path, and record of completion. Process Street is strongest when the process has legal consequences but still depends on people doing the right work in the right order. It complements practice management, billing, and document systems by running the recurring workflow layer around them. Robbins Estate Law used Process Street to replace spreadsheet-based estate planning and probate workflows with a more accurate operating system for the firm. That same pattern fits firms that need consistency without forcing every practice area into one rigid case template. It also helps partners see which matters are blocked by missing documents, overdue reviews, or unclear next steps.
Where Process Street fits
Build workflows for matter intake, client onboarding, document review, probate steps, billing packet review, and recurring compliance tasks. Conditional logic routes work by practice area, client type, urgency, or approval requirement, so routine matters and exceptions follow different paths.
Learn more about OpsKeep SOPs, templates, checklists, and review instructions connected to the workflow where the work happens. Teams get the current procedure at the moment they need it instead of searching a shared drive mid-matter.
Learn more about DocsWhat to look for when comparing options
Turn intake, review, filing, follow-up, and closeout steps into reusable workflows instead of one-off task lists.
Assign attorneys, paralegals, admins, and reviewers to specific steps so handoffs do not disappear in inboxes.
Capture review decisions, timestamps, comments, and supporting documents for work that needs a defensible record.
Adapt the workflow by practice area, matter type, jurisdiction, client tier, or exception path.
Use due dates, reminders, and escalation paths to keep client commitments and filing prep from slipping.
Use Process Street beside your case, billing, document, or CRM tools when you need process execution, not another database or calendaring layer.
Related solutions
More from the Process Management Software hub
Backed by happy clients
functional team collaboration.”
Frequently asked questions
Can't find the answer you need? Contact our support team.
Run law firm processes with proof
An industry-leading solution
Support that's actually there for you
Can't find the answer you need? Contact our support team.
