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Practice Management

4 ways HighQ document automation keeps you on track

· 5 minute read

· 5 minute read

Legal technology can feel like a blessing or a curse. With so many programs and systems, it can seem as though your work is spread thin across many online tools and people. Do you check your email for the latest version of a contract, or is it saved to a server? Who is the next person who needs to approve the work?

Technology should work for you and not against you. Everyone dreams of one system that can help you keep matters on track so you can focus on the legal issues that matter.

The new HighQ document automation powered by Contract Express provides that seamless environment for your everyday tasks. Below are four key ways that these systems can help you keep your work on track.

Get a free HighQ demo today to see these best practices in action.

1. Custom workflows for your business

Every firm has a unique document creation and approval process. Whether it is a particular partner who needs to sign off on a document or a paralegal who needs to create the initial draft, the checklist can be long and daunting without a system to keep things on track.

HighQ makes it easy. You don’t need a programmer to automate your workflow. With HighQ, you can create customized workflows for your firm to get the work where it needs to be at the right time. That way, you can automate repetitive tasks and keep legal matters moving forward, getting each piece of your firm’s work in front of the right people.

2. Document automation to save time drafting

Within HighQ, document automation allows you to access Contract Express templates to create contracts and documents for your clients. Document templates are the backbone of your work. You shouldn’t have to create every document from scratch every time.

HighQ document automation allows you to create and upload key Contract Express templates you use time and time again. Then, creating a new document for your client is as simple as filling out a form to populate all of the fields you need. That way, you don’t need to comb through a complex document to make sure you have ticked all the boxes. It can shave off hours of your time so you can save your firm money and deliver documents to clients quickly.

3. Simple collaboration with your clients

Emails can easily get lost in the back and forth with clients. It can be hard to know where the latest version of a document is and if you have captured all the feedback and notes necessary to get the work done the right way.

With HighQ, you can collaborate with your clients right in the tool. For each client, you can set up a custom dashboard and view of documents, so you can work directly with your client on the documents they need completed. You can also select exactly who at your firm can see the client’s documents. It allows you to safeguard your work and protect your clients’ privacy.

4. Intuitive reporting to help you make data-driven decisions

The best business decisions are made with data. You may have an idea that something needs to change, but if that idea isn’t backed by numbers, you could create more problems by making a change.

Now that generated documents and data from those documents are stored within HighQ, you can gain deeper insight into your workflow and processes. With easy-to-use reporting in HighQ, you can get an executive-level view of your workflows and templates to understand where there are gaps and opportunities to save time. This means that you can make decisions not just with your gut, but also with the data to back up your intuition.

Together, HighQ and document automation powered by Contract Express provide you with the tools you need to get your work done faster in one solution.

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