Offering your clients a responsive level of service in document creation and in the management of documents should be easy. Without the benefits of document automation, responding to clients with the trusted information at the right time can be a challenge.
Creating, reviewing, and sharing documents may creep into hours of additional workload per lawyer, per week. If document management is automated, legal advisers can devote more time to high-value work and building client relationships.
Performing low-value routine tasks can leave your legal workforce dissatisfied. Technology adoption can help you retain talent by allowing them to automate routine tasks. According to the Stay Go Report 2022, “lawyers at “Stay” firms were more likely to self-identify as an innovator or early adopter of new technology”.
Read on for three, tell-tale signs that your law firm is ready for document automation.
1. Not generating documents for corporate clients fast enough
If document creation tasks are an administrative burden at your law firm, it doesn’t have to be so. Automating the creation, management and filing of legal documents with document automation software impacts the overall functioning of a law firm.
Firstly, document automation reduces the time and effort required in the end-to-end process of document management. This allows lawyers to spend more time delivering high-value legal work that cannot be automated. In addition, they get ample time to build and nurture strong client relations.
Second, when templates are created by experienced lawyers, the expert knowledge captured is then reused. These templates can be adapted by trainees to create documents from the word go. Using templates helps them learn without any direct time and effort investment.
2. Introducing errors that put your clients at risk
A busy law firm overburdened with client matters can unwittingly create erroneous documents that can expose your clients. The manual drafting process often involves cut and paste, which increases the risk of human error.
Legal document automation means every new law, policy or regulation is only updated once, and all subsequent documents incorporate them. The process eliminates errors and inconsistencies from documents, which diminishes the risk of mistakes and improves overall quality of deliverables.
3. Chaotic client service experience
Document creation is an important part of any project. The dynamic dashboards and end-to-end reporting offered by document automation tools provide complete visibility into the process. Lawyers can estimate project cycle times more accurately and set client expectations.
Setting realistic expectations ensures better client service experience, which enables repeat clients and growth in your book of business.
But that’s not all…
In addition to solving several challenges, document automation can reduce risk, help manage data, store data securely and reduce cost. It promotes communication between various divisions of the law firm and between the firm and its clients.
Automated document systems are the answer to gaining full visibility into document data. The overarching benefit is an improvement in the firm’s ability to manage, analyse and assess client documents in real time. Learn how document automation can help transform your law firm with HighQ.