Understanding the Process of Legal Automation

Legal automation software allows legal companies to streamline, manage, automate and measure their legal tasks. Automation in the legal industry is fast becoming common these days. As legal functions still make use of the traditional methods of documentation, most law firms have fallen behind in adopting legal automation, software and technology.

However, if legal firms continue to follow traditional methods, it can turn out to be quite a costly affair! Implementing the cost-effective method of Legal Automation Software Checkbox automation platform can prove to be time-saving and error-free! Not familiar with Checkbox’s services?

 Legal Automation vs. Document Automation

When people hear the term legal automation, they often think of a tool they are most familiar with. Some decision-makers might confuse legal automation software with legal document automation software. In simple words, legal automation can be the category of software that is well-designed to streamline legal processes, automate approval, creation and management of legal or repetitive tasks or to augment lawyer productivity.

The challenge faced by decision-makers is that they would most likely require multiple solutions for their issues. Legal functions have found the process of integrating, procuring, deploying and managing isolated solutions as cost effective and time-saving with less or no failure rate. If there are multiple solutions, it can be a great achievement and result in profitability. Integrated legal automation software platforms have been developed by keeping in mind to integrate a wide array of legal technologies to enable business to self-manage legal tasks and to enable lawyers to increase productivity.

The shift to legal operating systems would be just like the trend found in other streams. The functions in the automated software help to address the niche needs until they get moved to a wider integrated solution. The marketing field was the first to invest in automation such as email marketing and content management systems. Over time, there was lack of connectivity between systems and this had limited their impact. This made them move on to make use of various marketing automation platforms. Legal automation is turning out to be very popular and beneficial to users. Delay in the adoption of legal automation services would mean that though you may be learning from the experiences of other functions, you are not moving on from outdated technology.

Why to Automate Law Firm Processes

Lawyers can automate a significant portion of their work using current technology. This provides an advantage of serving clients and attracts new business efficiently. By making use of technology and law office automation, you are not taking away the human element of the practice. But with the help of technology, you can spend less time on intensive and menial tasks and more time in areas that would require your expertise and skills. Take a look at a few of the reasons why automation is important and how targeting routine law firm processes might benefit your organization. Automation helps in the following:

• Eliminates room for human error related to duplication of data entry.
• Provides a better client experience because the processes they interact with are
• Improves transparency and communication between the law firm staff and clients.
• Reduces overhead costs of hiring staff and other fees that might be related to conventional methods.
• If your firm is small, the automation levels can enable you to stay competitive with a smaller budget.

How to Automate a Law Firm

Automating a law firm may not seem to be easy but with the right methods implemented, the transition may be much easier than you think! Here’s a look at a few steps to consider when you plan to add automation technologies into your day-to-day processes.

Identify what needs to be automated: The key is to start with one thing at a time. Start with one thing that you may not like much. Identify the tasks that you wouldn’t be keen on doing and would be a lot happier if it were to be automated.

Evaluate the value of each task: You may have a list of things that you may not like to do. The next step is to make a decision on which ones are good candidates for automation.

Create an action plan: If you’ve determined that there are various tasks that your law firm may benefit from with automation, it’s best to create a plan of action so that you can easily track the changes one by one. You will also have to prioritize implementation as a part of your day-to-day activities without influencing the attorney and the experience of the client.

 Research on automation tools: Once you’ve prioritized the processes to automate, you can conduct a research to find out the best solution that might fit your needs based on the timeline and budget. You can take help from various online apps to start your research. They can help you to automate actions between specific tools if you are unaware of the requirements.

Develop a change management plan: An immediate technological change might be intimidating and uncomfortable for your staff. Hence, you have to ensure that they are aware of the plan and have proper training in place for the easiest transaction. Change can be easily communicated early.

Review and iterate: Some of the many advantages of automation for legal services is that you can set tasks and move on with other pending tasks that require your attention.  The system would allow you to regularly re-evaluate the processes over time. There is plenty of opportunity for customizing with the help of automation tools. Each vendor would offer its own unique features that can be managed with the help of technology.

Regular checking for feedback from staff and clients can help you uncover golden opportunities for improvement and further increase savings. Learn how legal automation software by the automated platform Checkbox helps in saving time and money! Visit their website to find out how they can help in automating your law firm processes!