Phase

Phase streamlines litigation with AI-driven legal workflows. Discover its features, pricing, and benefits in this full Phase platform review.

Phase is an AI-powered litigation platform that helps law firms and legal teams manage the end-to-end litigation process with automation, intelligence, and collaboration. Built specifically for complex litigation, Phase centralizes all case activities—from intake and strategy through motions and trial—into a unified, intelligent platform.

Unlike traditional case management tools, Phase combines generative AI with customizable workflows to reduce repetitive tasks, enhance strategic decision-making, and improve litigation outcomes. Legal professionals use Phase to streamline document drafting, manage timelines, analyze case strategy, and ensure consistency across matters.

Whether you’re a boutique litigation firm or an enterprise-level legal team, Phase is designed to help you move faster, collaborate better, and litigate smarter.

Features

  1. AI-Powered Legal Workflows
    Phase automates repetitive legal tasks like document drafting, deadline calculations, and litigation planning with AI-driven templates and tools.

  2. Matter Hub
    All case-related documents, notes, deadlines, and filings are organized in a centralized workspace, reducing time spent switching tools.

  3. Motion and Pleading Generator
    Phase uses generative AI to assist in drafting motions, pleadings, and discovery responses tailored to jurisdiction and practice area.

  4. Legal Timeline and Calendar Management
    Create, visualize, and manage court deadlines, events, and key milestones across cases in a collaborative calendar.

  5. Knowledge Management
    Capture firm knowledge and reuse winning strategies, arguments, and filings across matters with a searchable, internal legal knowledge base.

  6. Task Assignment and Collaboration
    Assign work, set priorities, and track progress with built-in project management tools adapted for litigation teams.

  7. Integrated Legal Research and Precedents
    Pull relevant case law, motions, and filings from prior matters or integrate external research tools to inform legal strategy.

  8. Secure, Cloud-Based Platform
    Phase is hosted securely in the cloud, enabling remote access, role-based permissions, and full audit trails.

How It Works

Phase is designed to replace disconnected litigation tools with a streamlined, AI-enhanced workflow. Here’s how it works:

Step 1: Case Intake and Setup
Open a new matter and input case metadata, jurisdiction, key parties, and case type. Phase configures workflows accordingly.

Step 2: Strategy and Workflow Generation
Phase suggests litigation timelines, task lists, and document templates based on case type and prior firm activity.

Step 3: Draft with AI
Use Phase’s drafting assistant to generate legal documents like motions, notices, and client letters using your firm’s preferred language and formatting.

Step 4: Manage Tasks and Deadlines
Track every deadline, task, and event in one shared interface. Automatically sync calendars and set reminders.

Step 5: Collaborate and Iterate
Team members collaborate in real time, update documents, assign tasks, and adjust strategies as the case evolves.

Step 6: Close and Reuse Knowledge
When a matter concludes, Phase stores all filings, strategy notes, and learnings for future use in similar cases.

Use Cases

  1. Litigation Law Firms
    Improve case management, reduce admin work, and maintain consistency in filings and timelines.

  2. In-House Legal Teams
    Track and manage litigation across multiple matters, outside counsel, and jurisdictions from one secure platform.

  3. Boutique Practices
    Leverage AI to boost efficiency and reduce operational costs without needing large staff or separate tools.

  4. Legal Operations Managers
    Standardize litigation processes across teams while ensuring transparency, deadlines, and workload distribution.

  5. Multi-Jurisdictional Cases
    Coordinate litigation strategy across jurisdictions with jurisdiction-aware timelines and filings.

Pricing

As of June 2025, Phase does not publish its pricing publicly. The platform follows a custom enterprise pricing model based on:

  • Number of users or attorneys

  • Size and number of active cases

  • Required integrations and features

  • Support and onboarding needs

To obtain pricing details, law firms and legal departments must request a demo or consultation through: https://www.phase.law/contact

Strengths

  • Built specifically for litigation, not generic legal practice management

  • Combines case management, drafting, and collaboration in one platform

  • Reduces repetitive work with AI-driven workflows

  • Intuitive interface with legal-specific functionality

  • Strong focus on knowledge reuse and strategy optimization

  • Centralizes documents, deadlines, and tasks in a single place

Drawbacks

  • No public pricing or free trial

  • Requires initial setup and training for optimal use

  • Primarily focused on litigation—less useful for transactional or corporate law

  • Limited third-party reviews due to early-stage or focused release

Comparison with Other Tools

Phase differentiates itself from traditional legal tech platforms by focusing solely on litigation workflows enhanced with AI.

  • Clio – Excellent for overall legal practice management but lacks litigation-specific timeline and drafting automation.

  • Litify – Strong on enterprise legal ops and Salesforce integration, but heavier and less litigation-specific in design.

  • CaseText or Harvey – Offers generative AI for legal research and drafting but not full litigation workflow management.

  • Smokeball – Ideal for small firms but focused more on document automation and not litigation timelines or knowledge reuse.

Phase stands out by combining AI-powered litigation strategy, drafting, and workflow automation in one specialized platform.

Customer Reviews and Testimonials

While Phase does not yet feature reviews on G2, Capterra, or Product Hunt, the platform highlights positive reception from legal teams on its website and through its case studies.

Example testimonial from the site:

“Phase has completely changed how we manage litigation. Our team now collaborates faster, drafts smarter, and meets every deadline without stress.”
— Partner, Mid-sized Litigation Firm

Firms interested in testimonials or specific case studies are encouraged to request a product demo.

Conclusion

Phase is a next-generation litigation platform that empowers legal teams with AI-enhanced tools for drafting, deadline tracking, collaboration, and case strategy. Its specialized focus on litigation—not just general legal management—makes it uniquely suited for firms and departments handling complex legal disputes.

By combining AI with structured legal workflows, Phase helps litigators work more efficiently, avoid critical errors, and retain institutional knowledge for future wins. While it may not suit transactional practices or solo attorneys, Phase is an excellent investment for litigation teams seeking to modernize their operations and improve outcomes.

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