Introduction
Complex litigation is often a demanding practice of law, involving high-stakes class actions and mass torts. This makes the opportunity to take up powerful A.I technology to manage sprawling caseloads, massive datasets, and numerous client relationships a must-have in today’s legal industry. Below we identify leading AI-driven legal tools that excel in these areas, including those with robust CRM (Client Relationship Management) and discovery capabilities. We cover platforms supporting a variety of key features, such as use cases for complex litigation, CRM strengths, target users, and website links are provided for each tool.
AI Tools For CRM and Case Management
Litify - Litify is an all-in-one legal operations platform built on Salesforce, combining matter management, document management, and CRM capabilities. Designed for both plaintiff and defense firms, Litify offers custom intake questionnaires to distinguish between high-priority and low-priority leads, a “Dice Dialer” for lead follow-up, and standardized litigation workflows. All case data, such as documents, tasks, and deadlines, are stored in one centralized system with OCR-powered document and image search. Plaintiff firms benefit from mass tort intake tools and workflow templates, while defense firms and in-house teams use Litify for analytics and multi-party case management. With top-tier security and seamless integrations, Litify supports client relationship management through contact tracking, automated follow-ups, and matter-based communication mapping.
Filevine - Filevine is a cloud-based legal case management platform ideal for plaintiff firms handling mass torts, class actions, or personal injury cases. It offers AI-enhanced intake that summarizes client data in seconds, streamlining lead evaluation. Key features include task management, document automation (e.g., HIPAA authorizations, complaints), e-signature, and secure client communication via portals, text, and email. Filevine supports complex workflows and large dockets, making it suitable for both high-volume plaintiff work and defense or insurance teams managing multi-party cases. Its templated tools and collaborative environment help organize thousands of claimant files, track discovery, and meet deadlines. Filevine integrates with external CRM and marketing tools that offer analytics for intake and case tracking, making it ideal for mass torts. Check out their case study on how one solo attorney quintupled her case load using the product!
SmartAdvocate - SmartAdvocate is a robust case management platform built for plaintiff firms handling personal injury, mass tort, and complex litigation. It offers deep customization, powerful reporting, and hundreds of integrations. Recently enhanced with AI features, SmartAdvocate can summarize medical records, auto-generate demand packages (integrating with EvenUp), and polish legal documents with its “AI Rewrite” tool. The client portal enables automated status updates and AI-generated summaries, improving communication at scale. Ideal for high-volume plaintiff practices, SmartAdvocate streamlines workflows with automation, tracking documents, deadlines, billing, and tasks from one intelligent hub. It excels in managing large dockets and evidence-heavy cases. Firms benefit from automated follow-ups and detailed analytics on case progress and team productivity. Best suited for mid-size plaintiff firms seeking efficiency through automation and AI.
Leveraging CRM analytics can drive smarter case strategy and business growth for law firms
AI Tools for Discovery, Research & Analytics
RelativityOne - Relativity is a cloud-based e-discovery platform that empowers litigation teams to handle complex document review with speed, accuracy, and transparency. Through the use of explainable AI, Relativity not only delivers decisions on relevance or privilege but also provides transparent reasoning behind those classifications. This is particularly valuable in high-stakes litigation, where defensibility and auditability of document review processes are crucial. Relativity also supports the development of a strong case narrative by helping litigators extract and map out key facts, timelines, and relationships between custodians or entities. The platform’s analytics can surface communication patterns and themes, enabling users to construct compelling arguments and better prepare for cross-examination or trial.
Darrow AI - Darrow is an AI-driven platform that analyzes public data streams, such as news reports, social media, and regulatory filings, to identify potential legal violations that could lead to class actions or mass torts. Using generative AI and NLP, it detects patterns, like spikes in consumer complaints or data breach reports, signaling widespread harm. Darrow’s in-house legal team investigates these AI-flagged leads and partners with law firms to initiate litigation. It is a "Justice Intelligence" tool designed to proactively surface potential class cases, helping law firms discover emerging legal issues early. This year (2025), Darrow will launch an Enterprise version, allowing companies to use the platform for risk management by detecting liability issues or compliance red flags. Currently, Darrow is mainly used by plaintiff firms, particularly in consumer protection and securities cases, but its future Enterprise offering could benefit corporate legal teams globally.
Everlaw - Everlaw is a cloud-native e-discovery and litigation platform offering end-to-end capabilities for data upload, processing, review, and case preparation. It utilizes AI, including predictive coding (Continuous Active Learning) to prioritize relevant documents based on reviewer decisions. In 2023, Everlaw introduced the AI Assistant, a generative AI tool that answers natural language questions, summarizes documents, and drafts investigative chronologies, all linked back to the source for verifiability. The platform includes advanced search, email threading, and collaboration tools. Everlaw is used by both defense and plaintiff firms in complex litigation, helping manage data reviews, prepare for depositions, and develop case theories. The AI features accelerate document review and evidence identification. Its case preparation suite assists in building outlines and tagging evidence, making it valuable for high-stakes litigation. With the ability to process up to 900k documents per hour, Everlaw is effective for firms of all sizes, streamlining document management and improving efficiency with AI-driven predictive coding.
AI Tools for Client Intake
Smith.ai - Smith.AI utilizes AI-driven chatbots alongside live human receptionists to provide your firm with 24/7 client engagement. In an industry where clients may call outside working hours, the AI receptionist feature allows your firm to automate client calls while still having the option for human interaction in more complex cases. The AI can be trained on your FAQ as well as follow a call playbook set by your firm when interacting with clients. Through its professional language and capabilities, the AI can be used to direct calls, take in information, and book appointments without the need to train or onboard more in-house staff.
Lawdroid - Lawdroid allows users to create custom client intake bots that are customizable to your firm and require no coding knowledge. These bots can be deployed onto web pages and allow for easier and more structured client intake. Administrators can choose to customize the communication, the prompts, and the answers the chatbot gives while also having the ability to gather information automatically, as opposed to conversing with each individual client. This tool can help make client screening and intake more organized and efficient.
Eve - Eve AI provides plaintiff law firms with powerful tools to streamline case intake and enhance litigation management, particularly in complex cases. By leveraging AI-driven analytics and automation, Eve AI efficiently screens prospective clients, rapidly identifying high-value cases and flagging critical issues early. Its sophisticated intake system captures and organizes key client information, reducing manual effort and improving accuracy. Additionally, plaintiff firms benefit from Eve AI’s advanced document management and predictive analytics, enabling attorneys to anticipate litigation outcomes, prioritize resources effectively, and discover valuable patterns within large datasets. This ensures better decision-making and improved outcomes in complex litigation scenarios.
How Billables AI Can Help With Your Complex Litigation
Billables AI makes time tracking effortless for complex litigators, even in demanding mass tort and contingency-fee cases. While revenue in contingency matters comes at the end, knowing exactly where your team’s time is going is key to measuring case investment, optimizing resources, and maximizing profitability. Billables AI works in the background to capture your billable activities automatically (no more chasing timesheets) while integrating with your case management tools (Clio, MyCase and more!) and commonly used productivity tools (Microsoft Office, Outlook, Gmail, Google Drive, Calendar applications etc…) to keep everything in sync. Firms can recover up to 30% more time spent, which can be useful in organizing and managing multiple cases. For firms juggling hundreds of plaintiffs or high-stakes class actions, it’s the smartest way to protect your bottom line while staying laser-focused on winning the case.
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In complex litigation, success depends not only on winning in court but also on managing cases, clients, and resources with precision. By leveraging these tools, litigators can streamline operations, strengthen client relationships, and position their firms for maximum impact in high-stakes cases!
