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10 Must-Have Workflow Features for Legal Operations

10 Must-Have Workflow Features for Legal Operations

June 28, 2021

If you want to increase your firm’s productivity and make better use of its employees working hours, investing in software for legal workflows can help. 

Powerful workflows standardize practices and ensure that employees receive the same training and customers receive the same services. [Sources: 12, 13]

If you want to increase your firm’s productivity and make better use of its employees “working hours, investing in software for legal workflows can help. Legal workflow software solves several problems by streamlining workflows, automating aspects of document preparation process, and ensuring the company meets its deadlines. Most leading legal software and software solutions include standardized workflow management. [Sources: 10, 12]

Law firm workflow software allows lawyers, employees, and like-minded people to focus on their work by sending permit notifications and timely reminders to get the job done. With Withprocess, lawyers can create workflows to initiate document requests and save time. Withprocess serves as centralized workflow software to ensure that attorneys, paralegals, and other legal professionals receive the work updates they need. [Sources: 2, 10]

The most prominent advantage of automating workflow software is to make the management of law firms more efficient. Ideal software for law firms allows you to create your own workflows without any programming knowledge. [Sources: 2]

When buying software for your legal practice it is important to understand your organizational needs and how a practice management solution can help achieve them. Since the majority of US law firms have fewer than five employees, they need the same applications and benefits as larger firms. [Sources: 5]

Case management provides a central database with fast and flexible search, task tracking, telephone message management and conflict of interest and statute of limitations checks. Organising the process of handling and managing cases from start to finish saves time and money. Contact management in a legal CRM tracks, records and stores details of phone calls and emails to give callbacks and reminders. [Sources: 5]

This includes sending personalised responses to emails, contacting companies, planning follow-up tasks, merging new customer contracts and documents and updating the status of potential customers. If your company is dealing with a high volume of issues, such as personal injury, defense and insurance, a workflow can be used to help you get the balls juggle into the air. [Sources: 3, 9]

With caseplans, workflow management and other robust features, we help law firms become more proactive and powerful. We make it easy for your team to work together, focus on the essentials and do more work. We love automation for users, not only when used for legal projects, clients and clients, but also for everyday repeatable tasks such as new project entries, employee onboarding and certain customer service requests. [Sources: 0, 3, 12]

The current legal workflow landscape consists of several different systems that support certain functions. Software that targets specific practice areas implements case management in different ways to manage information that is specific to this practice area. Existing workflow solutions do a good job of providing a framework that aims to support pricing, analysis and project management functions. [Sources: 4, 6]

Managing clients and other contacts is a key feature of the law practice management software. Some products stick to basic task management, while others provide enough features to make the supporters happy to “get things done”. Basic task management involves the creation of tasks, due dates, related cases and matters assigned to different lawyers. [Sources: 6]

Partners have the ability to understand what is important on their books, and doing business requires effective task delegation and accurate tracking. This means that if your company has a high volume of web pages and form submissions, you will need a process to manage your pipeline. Recording managers and customers are the lifeblood of a successful PI company, and without a proper recording process, they can be hard to track and easily lost. [Sources: 4, 8, 9]

Today, many workflow tools for managing legal practices can help you manage your income. Nowadays, many companies receive automated e-mails from their website and create tools with potential customer information, but these e-mails do not always contain that information, and this is where your practice management software can start managing the recording process. By using workflow automation, legal practices can speed up their workflows and achieve more accurate results. [Sources: 9, 10]

Workflow software can be automated to avoid delays and loss of documents due to manual or incorrect handling. Automated notifications and electronic signatures ensure that you can submit documents once they are approved. Publishing digitized forms can take hours, but platforms with drag-and-drop interfaces can streamline the form development process. [Sources: 2, 10]

It will submit client documents, issue subpoenas for all the necessary information and documents that you will present to the court for trial and that must be approved by a district attorney before they can be disclosed. [Sources: 2]

Workflow software allows you to track multiple documents in one place. Simply point to an issue, record it, and track your issue without leaving the app. This includes reminders, document files, transferring documents, e-mails and other tasks. [Sources: 2, 7, 8]

If you are a personal injury company, you may want to synchronize your current CRM with the customer recording software. To find out if your office requires software with a robust workflow system, you need to integrate with third-party document automation software. [Sources: 6]

Use an integration app like Zapier or other tools to connect forms and generate documents based on form input. For other software applications that automate intermediate workflows, consider document automation products such as Formstack Document Webmerge, Pandadoc, or Google Docs. A simple Confidentiality Generator (NDA) for internal legal teams can receive engagement contracts from new law firm clients based on how they fill out online questionnaires. [Sources: 0]

Sources
[0]: https://percipient.co/building-legal-workflow-automation-where-to-start/
[1]: https://mitratech.com/solutions/legal-operations/workflow-automation/
[2]: https://www.cflowapps.com/workflow-software-for-law-firms/
[3]: https://www.lawruler.com/workflow-management/
[4]: https://legal.thomsonreuters.com/en/insights/articles/legal-workflow-tools-future
[5]: https://www.softwareadvice.com/legal/
[6]: https://lawyerist.com/reviews/law-practice-management-software/
[7]: https://www.smokeball.com/features/legal-tasks-workflows/
[8]: https://percipient.co/building-legal-workflow-automation-where-to-start/
[1]: https://mitratech.com/solutions/legal-operations/workflow-automation/
[2]: https://www.cflowapps.com/workflow-software-for-law-firms/
[3]: https://www.lawruler.com/workflow-management/
[4]: https://legal.thomsonreuters.com/en/insights/articles/legal-workflow-tools-future
[5]: https://www.softwareadvice.com/legal/
[6]: https://lawyerist.com/reviews/law-practice-management-software/
[7]: https://www.smokeball.com/features/legal-tasks-workflows/
[8]: https://www.cloudlex.com/features/law-firm-workflow-management
[9]: https://centerbase.com/blog/what-is-legal-workflow-automation/
[10]: https://www.jotform.com/blog/legal-workflow-software/
[11]: https://www.actionstep.com/product/workflow
[12]: https://www.casepeer.com/tag/workflow-management/
[13]: https://www.mycase.com/features/legal-case-management/workflow-automation
[14]: https://www.cloudlex.com/features/law-firm-workflow-management
[9]: https://centerbase.com/blog/what-is-legal-workflow-automation/
[10]: https://www.jotform.com/blog/legal-workflow-software/
[11]: https://www.actionstep.com/product/workflow
[12]: https://www.casepeer.com/tag/workflow-management/
[13]: https://www.mycase.com/features/legal-case-management/workflow-automation
[14]: https://www.onit.com/


 



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