Blog Post

10 Things Legal Workflow Software Can Do for You

January 2, 2024

Switching to legal workflow software is like switching from a bicycle to a motorcycle. You still have the same number of people performing the same tasks, aiming for the same destination. Except, you’ll move faster and spend less.

Why try pedaling uphill using tedious manual processes when you can automate the heavy lifting?

Explore legal workflow software capabilities and how it’s revolutionizing legal operations.

Key Takeaways:

  • Legal workflow software automates repetitive tasks, reducing error risks and freeing legal professionals to focus on strategic work.
  • The software enhances team communication and collaboration through features such as document sharing, real-time collaboration, and task assignment.
  • By automating compliance checks and document tracking, legal workflow software helps ensure legal processes adhere to regulations, minimizing the risk of costly errors.

Before diving into what legal workflow software is, you need to understand what it isn’t.

Legal workflow software isn’t a replacement for lawyers. It doesn’t do lawyers’ tasks. Instead, it handles the tedious, time-consuming tasks. This frees up your team to focus on more critical tasks.

In short, legal workflow software automates routine tasks.

Roughly 30% of legal departments plan to adopt legal workflow automation soon.

When you automate more tasks, you reduce the chances of errors while increasing the speed at which you can complete the tasks. It also ensures timely task execution, with the next step starting automatically without human intervention.

Legal technology improves your productivity and efficiency in several ways. It’s increasingly becoming a top priority for most legal organizations.

63% of legal leaders will increase their investment in legal tech
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Here are ten top benefits of incorporating legal workflow software in your daily tasks.

1. Automates Document Generation

This software streamlines legal document creation.

Instead of manually drafting contracts for hours, establish a workflow that automatically creates those documents, customizing them to each case and client.

While complex documents still require human intervention, the software can handle most of the drafting. It translates complex terms into contracts, saving days of work.

Automated document generation ensures accuracy and consistency. Your team only needs to review the contract before handing it over to the client to sign.

You don’t even have to restrict the software to contracts. You can also automatically generate emails, reports, and statements.

2. Automates Tasks and Reminders

In the legal industry, deadlines often mean the difference between a win or a loss.

Getting documents on time or meeting court dates are key to success. But it becomes easy to slip up when you start juggling dozens of deadlines.

Task management tools will save you from losses caused by missed deadlines. Legal workflow software automates routine tasks and sets reminders for critical deadlines.

This helps you stay on top of essential activities and manage time better. Some tools even offer real-time progress tracking for your deadlines.

3. Streamlines Communication

Effective communication holds a legal practice together. Legal workflow tools support seamless communication within your team, between clients, and even with other teams in your business.

Some communication tools you might find in your workflow software include:

  • Secure messaging
  • Document sharing
  • Collaboration tools
  • Shared databases
  • Secure client portals

4. Centralizes Case Management

Tracking case details, documents, and communications can be challenging without a centralized system. You must dig through dozens of folders or even physical filing cabinets to find a necessary record.

Legal workflow software offers a centralized solution for storing, organizing, and accessing case information.

5. Manages Time and Billing

A hold-up in billing can disrupt your legal team’s workflow. You need a steady flow of payments to support new case expenditures and maintain smooth operations. Bottlenecks can throw your budget into disarray.

Legal workflow software automates time tracking and makes it easier for legal professionals to log billable hours.

It also streamlines billing, minimizing billing errors.

Some tools automate invoice sending and reminders, offering real-time updates on invoice statuses.

6. Ensures Compliance

Legal workflow software helps you stay on top of regulatory compliance. It automates compliance checks and document tracking, particularly important in tightly regulated industries like finance and healthcare.

The software alerts you to potential issues, allowing you to address them quickly before they escalate.

Most general counsels lack confidence in managing complex legal risks
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7. Protects Data and Confidentiality

Technology offers plenty of support for people who want to share information with the world. From social media to public forums, the options are endless.

However, those who want to keep information private in an interconnected society always receive the short end of the stick.

Legal workflow software gives you added support in this area. With so much digital information, from your communications to online document sharing, having an extra safety net can protect you and your clients.

Legal software offers several ways to secure that data, including:

  • Data encryption
  • Access controls
  • Secure portals

These safeguards ensure secure communication, document sharing, and data storage without worrying about who else has access.

8. Improves Client Relations

Using legal workflow software benefits your clients. You can share more details on the case while enhancing collaboration.

Client portals, messaging, document sharing, automated invoices, and digital experiences allow efficient and convenient client connections, improving their experience.

9. Provides Real-Time Analytics and Reporting

Legal workflow software often includes analytics and reporting tools. These provide valuable insights into firm performance, case progress, and resource allocation.

These features enable informed decision-making and help identify areas for improvement. They also allow you to share case progress with clients or your business.

10. Allows Scalability and Adaptability

As law firms grow, their software needs evolve.

Legal workflow software is scalable and adaptable, meeting the demands of legal operations.

Whether accommodating new team members, expanding service offerings, or adjusting to regulatory changes, a flexible software solution ensures your workflow processes remain efficient. That way, you stay aligned with your evolving business needs.

Legal workflow software is now essential for modern legal professionals. It’s time you traded your manual bicycles for the power and speed of legal technology that will drive you into the future.

You’ll be able to accomplish more in less time while improving your team’s productivity, job satisfaction, and efficiency while reducing costs.

You’ll even see your benefits overflow into client experiences.

We can help you take the next step into the future of legal workflows. Our team, equipped with the latest technology and expertise, offers services to improve your workflow and reduce your workload. Focus on key tasks while we provide behind-the-scenes support with legal workflow software.

Contact us to get started with your first legal workflow services.

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About the Author:

Exigent is an Alternative Legal Services Provider (ALSP) breaking industry boundaries and raising the bar for data-driven decision-making. With a powerful combination of technology, legal expertise, and business acumen, Exigent creates expert solutions that drive better legal and business outcomes for law firms and corporations.

Exigent delivers scale, expertise, and insights that generate bigger returns for CLM – Contract Lifecycle Management, Legal Spend Management, e-Billing, Due Diligence, Document Review, eDiscovery and Litigation Support, Commercial Services, Regulatory & Compliance, Outsourced Legal Administration, and Legal Tech Design.

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