Legal practice automation is not an empty buzzword. It’s an effective tool that helps law firms increase efficiency and profit. This article will show you how you can automate important areas of your business without compromising attorney or client experience or efficiency.
Beginning the process of implementing legal automation for your company is easy. It’s just a matter of doing some research to find the top software programs and to create a plan of action to make your automations as smooth as possible. It is crucial to keep in mind that the more efficient your business is, the higher the amount of time your lawyers need to dedicate to task that can be billed and the greater the revenue that your business will generate.
The first step to legal practice automation is to determine the non-billable tasks that consume too much of an attorney’s time. To do this, the firm needs to conduct an audit to identify which processes can be automated and improved in efficiency.
The next step is to be aware of the difference between «bespoke» work and standard work. The majority of legal inquiry and assessment tasks fall under the latter group that is prime for automation.
Utilizing legal process automation tools that your law firm uses, you can set up repeatable functions which can be triggered by certain events. For instance, if a potential new client completes an online questionnaire, the system can instantly send an email to the prospective client expressing gratitude them and letting them know someone from the firm will be in touch shortly. The system can also create an appointment calendar for the initial consultation dependent on the availability of the firm’s administrator.