Automation for lawyers tips

Automation is defined by IBM as “a term for technology applications where human input is minimized.” In a law firm this could be as simple as an automated email response or as sophisticated as triggering a chain of actions including taking information gathered from a form that generates a fee agreement and sends it to the client for e-signature, creating a new client record with the gathered data in a practice management application and filing the finalized agreement. A process that involves a lot of moving parts and human effort can be streamlined with automation. To create complex automation a firm would need to have the right tools in place, have the know-how to create the automation and then test it and watch carefully for any errors or glitches that would indicate that the automation failed. So, what tools are available for firms looking to automate?

Read more at North Carolina Bar Association


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