Top 10 AI Tools Every Legal Professional in Orem Should Know in 2025

Orem lawyers can't afford to sit on the sidelines in 2025: national reporting shows a widening AI adoption divide and real productivity upside, with firms that adopt a clear AI strategy about 3.9× more likely to see benefits (read the Thomson Reuters summary at Attorney at Work), and AI users projected to reclaim roughly 5 hours per week - nearly a full workday - by using tools for research, drafting, and document review.

Individual use of generative AI is already climbing (about 31% of legal professionals), even as firm-wide rollout stays cautious, so Utah practices should prioritize strategy, accuracy, and client data protections to stay competitive.

Regulators and in‑house clients are watching, making targeted upskilling essential; practical courses like Nucamp AI Essentials for Work bootcamp can help small Orem firms turn these national trends into local advantage.

Metric	Value / Source
Firms with an AI strategy	~3.9× more likely to see benefits (Attorney at Work)
Average time saved per AI user	~5 hours/week (Thomson Reuters)
Individual generative AI use	31% of legal professionals (AffiniPay / MyCase)

“This isn't a topic for your partner retreat in six months. This transformation is happening now.” - Raghu Ramanathan, president of Legal Professionals, Thomson Reuters

Selection prioritized tools that make sense for Orem‑area practices: start with concrete use cases (legal research, contract review, intake, e‑discovery) and then test for security, accuracy, and integration.

Security and privacy topped the list - favor vendors with firm‑only data options and enterprise safeguards (see Clio's guidance on evaluating AI for law firms) - and accuracy required preference for supervised, law‑trained models rather than generic chatbots, per Bloomberg Law's primer on balancing benefits and risks.

Usability and existing integrations mattered for small Utah shops that can't reengineer workflows overnight, so platforms that plug into practice management or intake systems scored higher.

Pilotability and training were non‑negotiable: vendors had to support trial projects, CLE‑style onboarding, and measurable outcomes (productivity and risk reduction), because case dockets can number in the millions of pages - some e‑discovery studies cite averages like 6.5 million pages per matter - so speed without traceability isn't useful.

Final picks were those with documented legal use cases, transparent governance, and vendor support for state‑level ethical oversight and audits.

Criterion	Why it mattered / Source
Security & privacy	Firm‑only data options, enterprise safeguards (Clio)
Accuracy & legal training	Prefer supervised/legal models to reduce hallucinations (Bloomberg Law)
Integrations & usability	Works with practice management/intake workflows for small firms (Clio, LexWorkplace)
Pilotability & training	Supports trials, CLE/upskilling, measurable ROI (Harvard CLP, Alanet)

“AI may cause the ‘80/20 inversion; 80 percent of time was spent collecting information, and 20 percent was strategic analysis and implications. We're trying to flip those timeframes.”

For Orem firms looking to speed up legal research and drafting without blowing the budget, CoCounsel (formerly Casetext) is a practical, GPT‑4–based option that pairs natural‑language memos, document summaries and depo prep with Casetext's Parallel Search and linked citations so outputs are easier to verify; see the provider's CoCounsel product page at Casetext for vendor claims and security notes.

Local litigators will appreciate that CoCounsel can summarize transcripts in minutes and generate deposition outlines or a first‑draft legal‑research memo - useful when a solo or small firm needs to triage a heavy docket - but experienced users should note limitations reported by early reviewers (some older or niche opinions can be missing, there have been upload/search quirks and pricing options varied in user reports).

In short, CoCounsel can turn hours of routine review into minutes for routine matters, but Utah practitioners should pilot it on low‑risk projects and confirm citations before filing; for a candid field test, read an appellate lawyer's first‑hand review in Plaintiff Magazine.

“CoCounsel will allow lawyers to save time, cut costs, mitigate risks, achieve better outcomes and improve access to justice.”

ChatGPT can be a practical drafting and brainstorming assistant for Orem lawyers who need faster first drafts, client‑friendly summaries, or intake templates - think turning a blank screen into a usable first draft in minutes - yet it's a tool that demands clear prompts and strong oversight; the Clio guide to ChatGPT prompts for lawyers offers concrete examples and cautions for safe use, including when to avoid submitting confidential client data (Clio guide to ChatGPT prompts for lawyers).

Use it to draft client emails, outline motions, or generate discovery checklists, but pair those outputs with human legal review and firm policies that protect privilege.

For transactional work or higher‑stakes contract redlines, consider law‑tuned options - Spellbook's GPT‑5 for Law positions itself as a legal‑grade alternative with Word integration and clause benchmarking (Spellbook GPT‑5 for Law with clause benchmarking).

Local counsel in Orem should pilot ChatGPT on low‑risk tasks, document prompt templates, and update firm AI policies so the technology augments practice without exposing client secrets or slipping past ethical duties (Nucamp AI Essentials for Work: practical AI skills for the workplace).

For Orem lawyers wrestling with multi‑exhibit contracts, long deposition transcripts, or consolidated discovery, Anthropic's Claude is built for the kind of heavy lifting few chatbots can handle: Claude 2.1 offers a 200K‑token context window (roughly 500 pages) and demonstrable improvements in truthfulness - about a 30% reduction in incorrect answers and a 3–4× lower rate of claiming a document supports a point when it does not - while Anthropic's prompting research shows a simple instruction (e.g., directing the model to identify “the most relevant sentence”) can lift needle‑in‑a‑haystack recall from the high‑20s to nearly the high‑90s in controlled tests (see the Anthropic Claude 2.1 prompting guide for improved recall and prompting techniques).

Claude's design favors structured prompts and placing documents before questions, so small firms can reliably extract summaries, clause lists, or obligation tables without stitching together partial results; for practices anticipating even larger workloads, Anthropic's Sonnet 4 preview expands that possibility to a 1M‑token context for whole codebases or dozens of research papers in one request (details in the Anthropic Sonnet 4 1M‑token context preview).

Bottom line: with careful prompt engineering, Claude can turn a 500‑page docket into a single, auditable pass - like shrinking a lawyer's pile of binders into a searchable briefing in minutes.

Model	Context Window	Key Accuracy Notes
Claude 2.1	200K tokens (~500 pages)	~30% fewer incorrect answers; 3–4× lower false support claims
Claude Sonnet 4 (preview)	Up to 1M tokens	Enables analysis across much larger document sets / codebases

“Claude Sonnet 4 remains our go-to model for code generation workflows, consistently outperforming other leading models in production.” - Eric Simons, CEO and Co‑founder of Bolt.new

For Orem firms looking to stop reinventing the same documents and give clients a smoother experience, Gavel is a lawyer‑built, no‑code document automation platform that turns intake questionnaires into perfectly formatted Word and PDF sets, white‑labeled client portals, and automated court forms - claiming up to “save 20+ hrs/wk” and 90% faster workflows for routine matters; explore the product at the Gavel document automation platform (https://gavel.io) to see its SOC II/HIPAA, AES‑256 and PCI security posture and free onboarding, or read a practical review and entry‑level pricing notes at the Lawyerist legal technology review (https://lawyerist.com).

Gavel's visual editor and conditional logic handle complex estate, family, real‑estate, and corporate forms without coding, it offers a Word add‑in and Clio/DocuSign integrations, and its “upload your documents and we'll build the automation” flow can convert firm templates into client‑facing guided interviews - useful in Utah where small teams must scale without hiring more paralegals.

Start with a 7‑day trial to test a low‑risk matter (estate plans, client intake packets) and watch repetitive tasks shrink into minutes - one firm even reported completing an entire estate plan in 30 minutes.

Feature	Notes / Source
Time savings	Save 20+ hrs/week; 90% faster workflows (Gavel)
Security	SOC II, HIPAA, AES‑256 encryption, PCI‑compliant portal (Gavel)
Integrations & add‑ons	Clio, DocuSign, Word add‑in, Stripe, Zapier (Gavel; Lawyerist)
Starting cost / trial	Starting ~$83/month (Lawyerist); 7‑day free trial (Gavel)

“We were able to do an entire estate plan in 30 minutes. I was running around the office telling everyone about how magical Gavel is.” - Jessica Streeter, Partner at Streeter Law Firm

Spellbook brings contract drafting and redlining into Microsoft Word so Orem attorneys can stay in the document - not bouncing between tabs - while drafting, inserting precedent clauses, and catching missing provisions; explore the Word add‑in and tips at Spellbook's guide to Word add‑ins (Word add‑ins for enhanced legal drafting) or see product details on the main site (Spellbook: Legal AI Contract Review & Drafting).

Tuned for contracting workflows, Spellbook offers Review, Draft, Ask, Benchmarks and the new Associate multi‑document agent so small Utah firms handling real‑estate closings, formation documents, or estate plans can produce negotiation‑ready language and market benchmarks without rebuilding templates from scratch; firms report meaningful time savings (users say it can add roughly an hour of billable time back per day).

Enterprise safeguards - SOC 2 Type II and zero data‑retention commitments - help address privilege and privacy concerns while a 7‑day free trial and tailored pricing let solos and small teams pilot practical use cases before rolling it out firmwide.

What it does	Notes / Source
Core features	Draft, Review (AI redlines), Ask, Benchmarks, Associate multi‑doc workflows (Spellbook)
Integration	Microsoft Word add‑in - work directly in Word (Spellbook)
Security & privacy	SOC 2 Type II compliant; zero data retention / Trust Portal (Spellbook)
Trial & pricing	7‑day free trial; custom pricing by team size (Spellbook)

“Spellbook probably helps me bill an extra hour a day. Maybe more.” - Todd Strang, Partner, KMSC Law LLP

For Orem lawyers tackling rolodexes of contracts during M&A or routine commercial work, Diligen is the kind of AI assistant that turns the grunt work of clause‑hunting into a focused, auditable pass: legaltech reviewers list Diligen alongside Kira and Luminance as a practical option for large‑scale contract review and automation, with deployment choices that include on‑prem, private cloud, or web apps to meet firm security needs (see LegalTech Hub's due diligence roundup).

That capability matters in Utah transactions where assignment clauses and software‑license pitfalls can scuttle a deal - Nixon Peabody's software‑licensing cautionary tale underscores why careful contract parsing is non‑negotiable.

Pairing Diligen‑style extraction with an M&A checklist (like the 8‑area framework in the M&A due diligence guide) helps small Orem firms spot red flags hidden deep in exhibits - imagine surfacing a deal‑breaking covenant buried on page 327 in minutes instead of days - and scale diligence without ballooning headcount; start with a focused pilot and map outputs back to the firm's privilege and review workflows to keep results reliable and defensible (LegalTech Hub due diligence roundup, M&A due diligence checklist PDF, Nixon Peabody software licensing cautionary tale).

Feature	Notes / Source
Primary use	AI contract review & due diligence (LegalTech Hub)
Deployment	On‑prem, Web app, Private cloud, Cloud (LegalTech Hub)
Recommended workflow	Pilot on low‑risk matters, map to checklist and privilege review (M&A checklist / Nixon Peabody)

Ontra's Accord brings purpose‑built contract lifecycle management and obligation tracking to busy Orem practices that draft, negotiate, or supervise routine agreements - think NDAs, vendor contracts, and recurring fund documents - by turning playbooks, precedent, and negotiation status into a single, auditable workflow; firms report contract turnaround “as fast as 4 hours” and a 67% reduction in time per contract for an early adopter, which makes Accord a practical tool for small in‑house teams and local law firms that need consistency without outsourcing every routine redline.

Accord's AI‑enabled Markup Builder, digital playbooks, similar‑document retrieval, and automatic summaries let teams pull precedent, generate suggested markups, and track obligations and expirations from a central dashboard, so a buried clause that used to require a day of digging can surface in minutes.

For Orem counsel evaluating CLM options, explore the Accord product details and Ontra's contract automation overview to see how the platform combines AI suggestions with human‑in‑the‑loop checks and usage‑based pricing suited to variable deal flow.

Feature	Benefit / Source
Digital Playbooks	Standardize preferred/fallback terms for consistent negotiations (Ontra Accord)
Markup Builder	AI‑suggested markups from precedent to accelerate redlines (Accord product page)
Automatic Summaries & Reports	Extract key terms, obligations, and negotiation insights (Contract Automation)
Proven time savings	Early adopter reported 67% less time per contract; turnaround as fast as 4 hours (Ontra press & product pages)

“Accord marks a fundamental shift in contract negotiation, bringing the power of AI to the private markets.” - Troy Pospisil, Ontra CEO and Founder

David pitches itself as a solo‑friendly, security‑first AI workspace that feels built for the kind of lean practices common in Orem: a centralized place to upload case files, run deep searches, extract clauses and timelines, and get attorney‑ready summaries without training the vendor's model on firm data.

The platform promises

“storage lockers that only you have access to,” verification tied back to the original documents, and tooling designed to turn what used to take days of manual review into minutes - especially useful for Utah solos juggling family law dockets, estate plans, and small M&A matters.

For independent lawyers who want a law‑grade AI that prioritizes privilege and accuracy, see the 2nd Chair introduction to David, and compare how those solo‑focused features line up with broader solo AI needs in Callidus's Top 8 Legal AI Features for Solo Practitioners to spot the best fit for a pilot in 2025.

For busy Orem firms that can't afford to miss a single inbound caller, Smith.ai offers a hybrid AI + human virtual receptionist that answers 24/7, screens leads, books consultations, collects payments, and pushes structured intake straight into your CRM - helpful when a potential client calls after hours or while an attorney is in court.

The platform's legal‑focused scripts, white‑glove onboarding, bilingual agents, and deep integrations (Clio, Lawmatics, Calendly, Zapier and more) mean small Utah teams can prioritize billable work while preserving client experience and privilege; explore Smith.ai's legal answering service for details and security notes.

With plans that scale from an AI receptionist starter tier to fully staffed virtual receptionist coverage, local solos and small firms can pilot intake automation affordably and measure improved responsiveness - the kind of change that turns a midnight ring into a retained matter and a predictable pipeline for growing practices.

Feature	Notes / Source
24/7 answering & intake	AI receptionist with human escalation - handles calls, texts, payments (Smith.ai legal page)
Answer rate	99.7% answer rate (Smith.ai site)
Pricing	AI plans from $97.50/mo; human‑enhanced plans from $292.50/mo (Smith.ai pricing)
Integrations	Clio, Lawmatics, Calendly, Zapier, Salesforce, 5,000+ tools (Smith.ai product pages)

“Smith.ai is an absolutely indispensable part of my business. I'm honestly not sure how I would run a solo practice without them. My lead-to-client conversion rate is now 50% thanks to their virtual receptionists.” - Louis DiLello, Chestnut Hill Legal

Harvey AI presents a practical, enterprise-grade “legal copilot” option for Orem lawyers who need faster, better‑grounded research and drafting: its Assistant, Knowledge, Vault, and Workflows let firms upload case files into secure workspaces, run deep research with cited answers, and produce attorney‑ready memos or redlines - features worth exploring on the Harvey AI legal copilot product page (Harvey AI legal copilot product page).

The platform's Azure deployment and zero‑training‑on‑customer‑data stance address common Utah privilege concerns, while fine‑tunable, domain‑specific models (now running GPT‑5 in high‑performance flows) improve long‑form reasoning and multi‑stage workflows - useful when a small Orem firm needs to turn a stack of discovery binders into a single, auditable briefing.

Clio's roundup notes both Harvey's promise for contract analysis and the usual caveats - check outputs, vet vendors, and align use with professional‑responsibility rules (see Clio's review of Harvey AI for legal teams: Clio review of Harvey AI for legal teams).

Start with limited pilots - docket triage, due diligence checklists, or intake summaries - so the tool augments local practice without exposing client data, and schedule clear human review points before any filing.

For technical details on the new model capabilities, see Harvey's GPT‑5 announcement and workflow examples (Harvey AI GPT‑5 announcement and workflow examples).

“When it comes to AI and technology, it's all about learning by doing. You won't figure everything out right away, but the more you engage with it, the more opportunities you'll see.” - Thomas Laubert, General Counsel, Bayer

Choosing the right AI mix for an Orem practice means being strategic, practical, and local‑minded: prioritize law‑tuned tools for research and contracts, pilot them on low‑risk matters, and lock down integrations and privacy before scaling - clients and regulators care about accuracy and confidentiality, and firms that tie AI into trusted systems adopt more smoothly (see MyCase 2025 AI guide for adoption and use‑case data).

Start by matching tools to the pain points you actually bill for (research, contract review, intake or e‑discovery), measure hours saved in pilots, and prefer vendors that offer firm‑only data options and clear audit trails; the market momentum is real - HyperStart 2025 AI roundup shows rapid adoption and growing investment - but the sensible path for a small Utah firm is incremental: pilot, train, update firm AI policies, then expand.

For practical upskilling that helps teams write safer prompts and run defensible pilots, consider a targeted course like Nucamp AI Essentials for Work bootcamp syllabus to turn efficiency gains into firm advantage without sacrificing privilege or quality.

Decision Step	Why it matters / Source
Pilot on low‑risk tasks	Validate accuracy, measure hours saved (MyCase 2025 AI guide)
Prioritize security & integrations	Firms adopt faster when tools integrate with trusted software and protect data (MyCase 2025 AI guide / Clio AI guidance)
Train & measure ROI	Track time savings and client outcomes before firmwide rollouts (HyperStart 2025 market findings)

“With generative AI, we have this new wave coming in. We're going to give you 40% of your hours back.” - Bivek Sharma, Chief AI Officer (HyperStart)