How Legal Workflow Automation Simplifies Thousands of Tasks

Breaking the Habit: Embracing Change

Changing habits is often the most challenging part of any transition. It’s comparable to the first step of getting off the couch in the “couch to 5K” movement. For lawyers overwhelmed by a mountain of work, dedicating time to establish a more efficient process can feel like a distraction rather than progress. However, those burdened by piles of paperwork can find solace in an alternative path that begins with preparation.

A Real-World Illustration: Simplifying the Complex

Let’s consider a real-world scenario: imagine your law firm has 12,000 documents to review, and each document demands answers to 75 questions. The tasks ahead may seem overwhelming and leave you wondering where to even start. However, by approaching the process strategically and automating certain aspects, you can significantly reduce the time involved.

Understanding Legal Workflow Automation

Legal workflow automation involves using software to streamline and automate legal document processing and handling. This approach entails utilizing specialized platforms to store and manage documents, generate contracts and agreements, and automate administrative tasks such as approvals, filing, and data entry. Implementing automation in legal services can save both time and money, making it a preferred choice for businesses of all sizes.

Automation eliminates the need for lawyers to spend valuable time on repetitive tasks like manual document drafting and formatting. By customizing automated legal documents to include specific language and requirements, these documents can be stored in the cloud, shared with colleagues or clients, and avoid potential errors. The benefits of legal workflow automation encompass enhanced efficiency, decreased errors, and improved value for clients.

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Emphasizing Process Over Tasks

When presented with an opportunity to pitch a client, law firm Foot Anstey took a closer look at not only the workload but also the execution of work in the past. Instead of relying on manual processes and spreadsheets, Foot Anstey embraced automation and databases to create a streamlined workflow that standardized information. Their meticulous preparation paid off, resulting in work completed four times faster than before and securing new business.

Areas Ideal for Automation in Legal Services

While not everything can be automated, certain aspects of legal workflows lend themselves naturally to automation. Here are a few examples:

  1. Contract drafting
  2. Contract review
  3. Document filing
  4. Legal research
  5. Legal compliance
  6. Due diligence
  7. IP protection
  8. Document retrieval
  9. Document creation

Consider document creation, for instance. It often involves significant repetitive work. While diving straight into the task may seem tempting, investing time in defining document fields and setting up corresponding variables allows computers to effortlessly generate accurate, customized documents on a scale humans couldn’t match.

Streamlining Law Firm Workflows

Automation also yields numerous benefits within law firms’ internal processes. Think about how much time is typically spent exchanging documents or notifying relevant parties of their next steps. By configuring triggers and actions tailored to your legal projects, you can ensure smooth workflow progress without burdening yourself with these tasks.

For instance, suppose a client needs to review each document once a specific action is taken. In a manual setting, this requirement could result in dozens or hundreds of emails. Even if your firm relies on virtual data rooms or dedicated file sharing sites, you’d still need to notify the client, confirm their receipt, and track their response for each task. Thankfully, all of this is automatable. Notifications can be triggered by new documents being added to a watched folder, prompting paralegals into action. Additionally, the client’s desired weekly dashboard can be automatically updated with real-time project status data.

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Unleash the Full Potential

It’s time to take a step back and examine your overall processes. Explore where document automation can seamlessly integrate to enhance your workflows. The benefits will not only manifest for your clients but for you as well. Lawyers who find themselves trapped in repetitive, low-value work like manual document creation may experience decreased job satisfaction. This, in turn, can pose challenges for your firm in attracting and retaining top talent.

In an uncertain economic climate, staying competitive necessitates an up-to-date workflow. Don’t let outdated practices hinder your firm’s competitive edge. Embrace legal workflow automation, and unlock its true potential.

Discover how Garrity Traina leverages legal workflow automation to transform the way legal professionals work.