Law firm success checklist: document automation
Lawyers spend over half their time drafting documents, leaving little capacity for high-value work and client development. Meanwhile, clients demand faster turnaround times and lower costs.
Drafting every contract, NDA, lease, letter, and will from scratch — or relying on outdated templates — is frustrating, inefficient, and liable to error. Oftentimes the process can be automated, even for complex documents. Ideal candidates for automation include documents that are frequently recreated, require the same information to be input multiple times, or are high risk or low margin.
To help you assess which documents your firm could benefit from automating, how to engage lawyers and clients in the automation process, and how to maximize the rewards, we’ve created an easy-to-use checklist answering these questions:
- Does every document need artisan treatment?
- Which documents can be automated?
- Which practice areas benefit most?
- Are documents organized efficiently?
- How can system interoperability and quality control be ensured?
- Can data security and client confidentiality be assured?
- How do you build client trust and satisfaction?
- What are common challenges, and how can they be turned into opportunities?
- What’s the best way to measure ROI and maintain continuous improvement?