Workflow Automation
Workflow automation streamlines sequence of repetitive tasks and processes using technology by bringing together multiple ways to automate (e.g., document generation, client intake, scheduling, invoicing) to perform series of tasks that increase efficiency and accuracy. In most cases this technology is already part of your Practice Management system, or can be easily implemented at a relatively low cost.
Examples of automated workflows
From intake to legal document
From intake to legal document
Email intake form to your client to gather data you need for the document(s).
Store input in custom fields within your Matter record.
Generate first draft of client-specific document and email it to your paralegal for finalization.
Send you reminder prior to the deadline to ensure timely completion.
Turning lead into client
Turning lead into client
Email prospect a conflict check form.
Automatically generate lead when they respond and email calendar scheduling link for the initial consultation.
Follow up to ensure the prospect schedules the consultation.
Upon scheduling the consultation, email the prospect a brief online form to collect the data for the consultation preparation.
Follow up with clients and teammates
Follow up with clients and teammates
Automatically generate task lists based on the case type and assign tasks to your team members.
Send regular deadline reminders (e.g., court dates, filing dates) to your team.
Generate and email to your clients regular status updates on the case progress at predetermined time intervals or after specific milestones.