Special report
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Drafting every contract, NDA, lease, letter, and will from scratch — or relying on outdated templates — is frustrating, inefficient, and liable to error.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. Documents that need to be recreated, require the same information multiple times, or are high risk or low margin are ideal candidates for document automation.
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 maximise the rewards, we’ve created an easy-to-use checklist that addresses the following questions:
- Does every document need artisan treatment?
- Which documents can be automated?
- Which practice areas benefit most?
- Are documents organised efficiently?
- How to ensure system interoperability and quality control?
- Can data security and client confidentiality be assured?
- How do you build client trust and satisfaction?
- What are common challenges, and how can they turn into opportunities?
- What’s the best way to measure ROI and maintain continuous improvement?