Posted 8 August 2019

Over the last few years, automated solutions have become a key driver of efficiency and productivity in the modern law firm. Oftentimes, the day-to-day management of a legal practice involves a number of repetitive tasks - from client intake to document generation. By automating these processes and tasks with workflow technology, firms are reducing workflow inefficiencies, improving quality and limiting risk. 

Though automation offers a tremendous amount of benefits, practice leaders often struggle with the technology to effectively implement it within their firms. Starting a new automation project can be overwhelming, and sometimes the hardest part is knowing where to start. However, once you’re up and running, you’re bound to quickly realise results. 

As with any large scale technology implementation, a successful automation roll out requires a comprehensive plan coupled with a collaborative approach. In recent years, we’ve partnered with leading firms - such as Vinge, Castrén & Snellman, and Simonsen Vogt Wiig - to successfully bring automation to their firms. Every firm is unique, so their roll out plan is as well. However, there are a few things that every successful launch has in common. Here, we share some best practices for bringing automation to your firm.

Ensure Proper Support

One of the biggest hurdles to getting started with automation, especially document automation, is finding the time to automate the necessary documents and workflows. However, this can easily be overcome by dedicating the right resources and support. Consider adding automation as part of a trainee lawyers’ responsibilities and pair them with an experienced practitioner to ensure quality. This will allow you to kick-start your automation efforts, without expending too much valuable fee earning time or sacrificing quality.

Prepare your Templates

If you’re introducing document automation within your firm, it’s crucial to prepare your templates before you start automating them. At the outset of the project, conduct a template audit and refine and optimise the templates you plan to automate. 

Define your Processes

Mapping and defining your processes early on is key to a successful launch. Spend the time at the start of the project to outline the processes for automation, as well as the role of key stakeholders. This will lay the blueprint for your project moving forward. 

Start Small & Automate Incrementally

Depending on your automation project, it might be best to start small. More often than not, document automation projects can be derailed by complex and lengthy templates. To get started, begin with simple templates, such as an NDA, and build from there. 

Involve Lawyers Early On

For an automation implementation to be truly successful, lawyers must be bought into it. Engage with the firm’s lawyers early on in the planning process to build buy-in and source valuable feedback that can be incorporated into the final deliverable. 

Clearly Communicate Benefits

While the advantage of automation may be clear to you, it doesn’t mean it's understood by your lawyers. Spend the time to educate lawyers on the benefits of automation and they’ll be more likely to adopt it. 

For more insights and advice for automating your firm, download our Document Automation Implementation Guide, which provides a step-by-step plan for launching automation technology with your firm.