Legal Case Management Software Attorney Workflow Research

Optimize Your Legal Case Management Software with Attorney-Driven Insights

Understanding how attorneys actually work is critical to building legal case management software that increases efficiency rather than adding friction. This Attorney Workflow Research Form is designed for legal tech companies, UX researchers, and product teams developing solutions for law firms and legal departments.

Why This Research Matters

Attorneys juggle complex caseloads, strict billing requirements, document-heavy workflows, and constant client communication—all while racing against deadlines. Generic workflow assumptions lead to software that sits unused or creates more work than it solves. This research template helps you capture the real patterns, pain points, and priorities that drive attorney adoption and satisfaction.

What You'll Learn

This form explores four critical dimensions of attorney workflow:

Time Tracking Accuracy: How attorneys currently log billable hours, what causes time leakage, and what would make tracking more accurate and less disruptive to their work.

Document Organization Patterns: How legal professionals structure case files, name documents, search for information, and collaborate on document-heavy matters.

Client Communication Efficiency: Preferred channels, response time expectations, documentation habits, and the balance between accessibility and boundary-setting.

Case Management Workflows: Daily routines, task prioritization methods, collaboration patterns, and the tools attorneys already rely on.

Built for Legal Tech Product Teams

Whether you're building legal case management software, conducting competitive research, or refining an existing platform, this template gives you a structured way to gather qualitative and quantitative insights. The questions balance open-ended exploration with specific data points that can inform feature prioritization and UX decisions.

Streamline Your Research with Paperform

This form template leverages Paperform's conditional logic to adapt questions based on firm size, practice area, and current tool usage, ensuring every respondent gets a relevant experience. Use Stepper to automatically route completed research submissions into your analysis workflow—whether that's logging insights in Notion, updating research repositories in Airtable, or notifying your product team in Slack. Paperform's AI Insights can then help you synthesize patterns across dozens of attorney interviews, identifying common themes and priority pain points without manually reviewing every response.

Who Should Use This Template

This research form is ideal for UX researchers, product managers, legal tech founders, and software developers working on solutions for law firms, corporate legal departments, and solo practitioners. It's equally valuable for internal legal ops teams evaluating new case management platforms and consultants helping firms optimize their tech stacks.