| TL;DR: We ran ~50 real-world buyer queries through ChatGPT, Perplexity, Gemini, Copilot, and Grok to see which legal case management software surfaces most. Out of 1,000+ recommendations across 61 tools, MyCase, Clio, and PracticePanther emerged as the clear leaders, accounting for nearly half of all mentions. The study reveals how legal tech vendors can boost AI search visibility. |
While Google still drives the most traffic, traffic from AI tools converts ~3x better because buyers can inject rich context into queries and arrive closer to a decision.
No wonder marketing leaders are curious to know if their legal case management software appears in AI searches on platforms like ChatGPT, Perplexity, Gemini, and others.
So, we ran a study to find it for them.
Additionally, we have shared a playbook for boosting AI visibility in legal case management software and a checklist to troubleshoot the absence of specific SaaS tools in AI recommendations.
Let’s dive in.
Leaderboard – Top 10 Legal Case Management Software in AI Searches
Out of 1000+ recommendations spanning across 61 legal case management software, Clio was recommended 127 times, MyCase was recommended 116 times, and Practice Panther was recommended 99 times.
The market clearly clusters around three leaders — Clio, MyCase, and PracticePanther. Together, they account for nearly a third of all recommendations across AI search tools. Let’s now look at the top 10 leader board:
| S.No. | Legal Case Management Software | Number of Times it Appeared in AI Searches | Popular For |
| 1 | Clio | 127 | Frequently recommended across a broad spectrum of queries, indicating its versatility and wide appeal. Also appeared in queries that specifically looked for robust integrations, compliance features, and nonprofit discounts. |
| 2 | MyCase | 116 | Frequently recommended for solo attorneys and small firms looking for affordable or easy-to-use solutions and features like QuickBooks integration and Mac compatibility. |
| 3 | PracticePanther | 99 | Holds a strong position as a versatile solution across all segments. Appears in personal injury, family law, and criminal defense, and when user reviews are also taken into consideration. |
| 4 | CosmoLex | 53 | Stands out for its strong association with accounting features. |
| 5 | FileVine | 51 | Particularly prominent in queries related to personal injury law and data-intensive operations. |
| 6 | Smokeball | 37 | Often recommended for its comprehensive features and suitability for small to mid-sized firms. |
| 7 | ActionStep | 36 | Primarily recommended for firms seeking modern replacements for legacy systems and those with diverse practice areas. |
| 8 | Litify | 30 | Mostly recommended for personal injury and large firm contexts, often in conjunction with complex litigation needs. |
| 9 | RocketMatter | 28 | Known for its robust billing and time tracking features, it frequently appeared in queries from small to mid-sized firms seeking cloud-based case management solutions. |
| 10 | Zola Suite | 24 | Appears in queries related to time tracking, client portals, and e-sign for criminal defense attorneys |
5 Segment-Wise Winners of Legal Case Management Software
| S.No. | Small Law Firms | Medium Law Firms | Large Law Firms | In-house Legal Departments | Miscellaneous |
| 1 | MyCase | CosmoLex | FileVine | Clio | Clio |
| 2 | Clio | MyCase | NetDocuments | Thomson Reuters Legal Tracker | MyCase |
| 3 | PracticePanther | Clio | Litify | MyCase | PracticePanther |
| 4 | CosmoLex | PracticePanther | iManage | PracticePanther | CosmoLex |
| 5 | Smokeball | Actionstep | Clio | LawVu | LegalServer |
The leaderboards must have made you curious to know our methodology, so let’s check that out next.
Methodology
We aimed to simulate real buyer queries as closely as possible and cover a range of buyer segments to establish a solid foundation for this study.
Buyer Queries We Used
- Pulled ~50 “real buyer” queries modeled on discussions from forums like Reddit. These reflect how people actually search (budget-conscious, enterprise-grade needs, compliance-heavy, paralegal-friendly, etc.).
- Examples:
- Inexpensive case management software for a very small firm (under 10 cases; Clio’s $80/user is too high)
- Case management software for a data-intensive firm – needs robust document management for enormous volumes of files
- Queries were segmented across:
- Small Law Firms (Solo/Small Practice)
- Medium Law Firms (5–20 Attorneys)
- Large Law Firms
- In-House Legal Teams (Corporate Legal Departments)
- Legal Clinics, Legal Aid & Miscellaneous
How We Tested
- Ran every query through five AI tools buyers rely on: ChatGPT, Perplexity, Gemini, Copilot, and Grok.
- Collated 1,000+ recommendations and tallied brand mentions to identify category leaders.
Recommended Read: LexisNexis SEO Analysis: Inside the Playbook Powering 59,000+ Keywords
Playbook: How Legal Tech SaaS Companies Can Increase Visibility in AI Tools
A 10-point checklist you can run brand-side (GEO = Generative-Engine Optimization):
- LLMs.txt — publish a machine-readable index of your content assets that highly influence selection and purchasing decisions, like use-case pages, pricing, comparisons, alternatives, and integrations. For one of our clients in the patent management SaaS space, AI referral traffic increased five times after creating llms.txt. Check out the best practices we followed for creating their llms.txt.
- Comparison & alternative pages — “X vs Y”, “Best [SaaS tools] for [firm size/practice]”, “Alternatives to [competitor]” that reflect real buyer search language.
- Structured data — Product/Software Application schema, pricing, FAQs; ensure canonical clarity (your website development team can take care of this).
- Integrations Atlas — first-class pages for Outlook, Google Workspace, DocuSign, QuickBooks, iManage, NetDocuments, etc. AI tools cite these constantly.
- Transparent pricing — even if tiered — is more effective than opaque pricing, which can be surpassed by competitors with publicly available plans.
- Evidence pages — case studies, ROI calculators, procurement one-pagers (LEDES, trust accounting/IOLTA, SOC 2/ISO 27001).
- Community proof — credible mentions on bar associations, legal tech directories, reputable blogs.
| Word of caution: avoid fake grassroots postings on Reddit/communities; the blowback can hurt brand trust in AI answers. |
- Docs & how-tos — public docs for workflows (“how to e-bill LEDES in X”, “build matter templates in Y”); these seed AI answers.
- Speed & UX — fast, crawlable pages; table-driven feature matrices; downloadable PDFs for procurement.
- Update cadence — revisit high-priority pages at least once every two months, annotate release notes, and keep dates current.
While you can execute the playbook yourself, if you ever need an extended marketing arm, consider Concurate.
Concurate – Your Reliable Legal Tech SaaS Marketing Partner for Google and AI
In one of our recent client calls, the client asked, “What’s your secret to making our idea and patent management SaaS dominate AI searches?”
We answered that we have always focused on content that brings business, not just website traffic, i.e., product listicles and comparison pieces written comprehensively to cover as many decisive factors as possible. So that came as a big plus.
Additionally, we made it easy for LLMs like ChatGPT, Perplexity, and Gemini to browse high-priority business content on our website.
If you also want great results like our happy clients, book a Meeting to Boost Your AI Visibility with us right away.
Recommended Read: 14 Affordable SEO Services Helping Small Businesses Win In 2025
Disclaimer – The data and insights shared in this article are based on a proprietary study conducted at Concurate. While every effort has been made to normalize brand mentions and avoid duplication, the numbers are approximate and not definitive. AI search tools evolve rapidly, and results may vary depending on timing, phrasing, and context of queries. This piece is intended for informational and marketing strategy purposes only. Also, none of the brands mentioned in this article are in any way engaged with Concurate.
Frequently Asked Questions (FAQs)
1. How do I Create an Effective LLMs.txt for Boosting AI Visibility
List the exact URLs you want AI bots from ChatGPT, Perplexity, Gemini, and the likes to show up in searches with buying intent: pricing, comparisons, integrations, alternatives, implementation guides, case studies, and procurement docs. Group by intent and keep it short, stable, and crawlable.
2. How do I Measure AI Referrals and Conversions?
You can measure AI referrals via GA4 and conversions via HubSpot or any other CRM that you use.
- Here is a step-by-step tutorial for checking AI referrals in GA4.
- For HubSpot, go to your contacts list and filter them by putting “Original Source” as “Referrals and AI Referrals,” and you shall see names of AI engines like ChatGPT, Perplexity, Gemin, etc in “Original Source Drill-Down 1.”
3. Why is My Legal Case Management Software Not Showing Up in AI Searches?
Here is how you can troubleshoot if your legal tech SaaS is not visible on platforms like ChatGPT, Perplexity, etc.
- Is your robots.txt file blocking AI bots from crawling your website?
- Is your SaaS covered in top-ranking listicles covering your competitors?
- Have you written a decent number of listicles covering your case management software and top competitors like the ones mentioned in the leaderboards above?
- Are your listicles delving into user segments, buyer segments, use cases, pricing, case studies, essentially everything that could be a decisive factor for selection?
- Is the technical site health of your website within 5 points below your competitors?
- Is Google Search Console showing any indexing issues for your pages (because if you are not Google, the chances of surfacing in AI searches are bleak)?
4. What are Some Compelling Legal Tech Content Marketing Strategies?
The short answer is to meet your buyers in the deciding stage of their journey and influence their decision by showcasing your SaaS as a solution to their problems. For a long and actionable answer, head to this blog – Six Legal Tech Content Marketing Strategies that Leaders Must Not Ignore.
5. What are Some Services that Clients Love to Engage Concurate for?
Clients consistently turn to Concurate for services that directly move the needle on SaaS growth:
- SaaS SEO – tailored keyword and content strategies to capture high-buying-intent traffic.
- SaaS Content Marketing – in-depth, pain-point-driven articles and assets that convert readers into leads.
- Programmatic SEO – building content at scale, templated yet customized to attract users and buyers.
- Generative Engine Optimization (GEO) – making your content discoverable inside AI-powered search tools like ChatGPT and Perplexity.
- LinkedIn Ghostwriting – managing thought-leadership content for founders, helping them build personal brand visibility and trust.
