Document automation and assembly of legal documents is an indispensable process for increasing productivity and maintaining profit margins in an increasingly competitive market. Of course, that's only when the technology is actually used (and usable), and why great user experience is everything when it comes to achieving major efficiency goals through document automation.
What I've Learned From Lawyers About Document Automation. Part I.
During the time I’ve spent with lawyers, I’ve heard countless stories about prior attempts to use document automation, and suffice it to say, the regrets aren’t few. Fortunately, from despair comes hope.
Better Together: Woodpecker + Rocket Matter
Now more than ever, it’s imperative that law firms use a reliable cloud-based legal practice management solution to enable remote work, keep matters organized, and continue with business as usual. When you can accomplish more things in less time, you have more time to spend on more important tasks related to your clients’ legal matters, things that truly require your specialized skills and expertise.
Sign on the Virtual Dotted Line: The 6 best eSignature Options for Your Law Firm
The need for attorneys to automate in order to thrive – or maybe even to survive – in the legal industry has never been stronger. In this post we take a look at five ways that you can streamline the process of getting client documents signed . . . and, no, none of them involve faxing.
Deliver More Client Value With Automated Client Intake Forms
A vast amount of valuable time is dedicated to the client intake process and streamlining this process via automation results in reducing wasted time and duplicative efforts, improving the service experience for both lawyers and clients.
Making the Case for Flat Fee Billing in Legal Services
As more attorneys automate their processes and operations in response to market demands for more client-centric services, making a transition to a flat rate fees model is gaining more traction. Eventually, and not in the too distant future, those who fail to make the transition will be left behind.
4 Ways Your Manual Document Creation and Collaboration Process Hurts Your Firm
When you need to draft a new contract or legal document, do you open up a template and then manually update all the merge fields with client information?
And when you need to collaborate on that document with clients and/or counter parties, are you still emailing it back and forth? Discover the four ways manual drafting is costing your firm time and money.
Improve the Client AND the Attorney Experience with Client Intake Forms
Having a standardized client intake process doesn’t just streamline things for your office. It also ensures that you have all the information you need to assess a good attorney-client fit and builds trust and confidence with potential clients.
Estate Planners: 7 Key Questions to Ask in Your Client Intake Form
Your client intake form should capture all of the necessary details to properly recommend, and commence work on, clients’ estate planning documents. Be sure to include these 7 key questions so you don’t miss any critical details that could affect the components of an estate plan.
3 Ways Document Automation Will Forever Change How You Work
Check out these 3 simple reasons why you should be embracing document automation in your organization.