Adding automation technologies to a legal practice may seem like an easier-said-than-done thing, but if it’s done right, it can dramatically boost productivity. It can also improve satisfaction of clients by removing straight from the source the monotony of repetitive work and freeing up staff to do more impactful work for clients.
Legal practice automation is a multifaceted endeavor that involves many different tools and systems. Begin by identifying which processes can be automated the best. The most common areas to begin with are document creation, document review, client intake scheduling, as well as marketing campaigns.
A good legal document software program can help attorneys quickly create custom documents for each client and case without the need to manually enter data. Document creation is more precise and time-saving by using templates for pleadings and discovery requests. Integrating your document automation software with legal practice management programs eliminates the need for manual time tracking. Instead when the document is created, it’s automatically filed in proper case and client file, based on the appropriate data inputs.
Attorneys love AI because it relieves them of the repetitive, tedious work that is usually a part of their work. Freed from the burden of low-level tasks they can concentrate on the creative and thoughtful analysis that is a hallmark of competent and ethical representation.
Clients are also pleased with how quickly their concerns are dealt with, especially compared to the traditional customer experience which involves lengthy meetings to collect details and verify it. In addition, the ability to create precise, custom documents and streamline communications with clients by utilizing a single, integrated system gives clients a better experience, which increases satisfaction retention, and referrals.