Nov 27, 2019

3 processes your law firm should automate now

Working in a law firm sounds fascinating, but there’s also an unglamorous side to it that you may be all too familiar with: paperwork. Whether your firm specializes in family law or corporate law, all your cases require lots of written correspondence with clients. The process of organizing these documents is both monotonous and time-consuming, and it likely takes time away from focusing on the things you enjoy about being a lawyer.

You can save tons of time by automating your paperwork processes. Automation can be found in off-the-shelf business IT solutions, or it can be custom-built and tailored to your unique business practices.

Which processes should you automate first?

Not all processes can be automated at once. Reports show that budget restrictions hold law firms back in terms of workload automation, so you should choose the processes that will have the most impact on your business while staying within the limits of your budget.

While you can create a long-term plan to automate almost all of your manual processes in the future, there are three you should automate as soon as possible so you can save time and increase productivity.

  1. Billing– Computing your clients’ billable time, issuing invoices, and collecting payments takes lots of time. By automating these tasks with easy-to-use software that does everything for you, you reduce the completion time for most invoices and you get paid sooner. Automation also minimizes human error, so you and your clients can be confident that all calculations are correct.
  2. Task administration– Automated personal assistants like Siri and Alexa can be applied in the legal industry. They can take care of tasks such as tracking the progress of a case, scheduling meetings with clients, or reminding you of court dates. You can also program these kinds of apps to send updates to your team when court decisions are reached. With this technology, you won’t have to worry about forgetting deadlines or missing critical information.
  3. Document management– A document management system (DMS) allows you to categorize, access, and update case information in real time. What’s more, you can process large batches of data in bulk, rather than document by document. With the help of a managed IT services provider, you can save time by automating commands that skip repetitive steps.

You can even automate the management of your documents by integrating your DMS with your backup and recovery plan. That way, if a user accidentally deletes or modifies data, it can easily be recovered, and business will resume as usual.

Automating work processes improves productivity, saves money, and strengthens your clients’ trust in your firm. And when that happens, you and your team have more time to focus on the more important aspects of legal work.

Need a hand in automating your law firm? Vertex has been helping law firms in Ontario streamline their businesses since 2008. Contact us today to start automating your workflows, and we will help you build a long-term plan to automate all your processes in the future.

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