Repetitive tasks and tedious processes are necessary for the day-to-day operation of a law firm, but they can decrease the overall efficiency of the practice. However, thanks to innovations and new technology in administrative automation, running your law firm is now easier than ever. No matter what your firm’s area of practice, automation has the potential to streamline your business administration and make you more profitable than ever. To learn more about the basics of automating your law firm, call or contact dealcloser today.

What Types of Tasks can be Automated?

Almost any daily repetitive tasks that is necessary for your firm’s daily operation has the potential to be automated. This includes, but is not limited to, client intake, document generation, communication, billing, scheduling, tasks and workflow, marketing, and more. By automating these tedious processes, your firm minimizes the opportunity for error, improves efficiencies, increases productivity, and ultimately can become successful by better serving your clients.

Document Automation

Document automation can make your practice more efficient at every step of the client relationship, from intake to final billing. Artificial intelligence and other programs are making it easier to automatically plug in terms to documents based off of client files and existing documentation. Depending on your firm’s level of need and capability, document automation can do the following:

  • Printing or sending standard documents following a client consultation
  • Cloud storage for document sharing that is editable by multiple parties
  • Providing up-to-date documentation for court filings and miscellaneous forms
  • Integrating calendars and billing software with court filings, docket alarms, and practice-specific updates


Automation of Client Facing Technology

The vast majority of all adults in the United States, and potential clients, use the internet and rely heavily on marketing and reviews online to help them choose an attorney for their legal needs. Other forms of client facing technology can also be accomplished through the internet today, making the client experience more enjoyable at your firm.

One of the most commonly automated client-facing processes today is billing and payment. The non-automated method typically involved sending a letter with an invoice attached, requesting payment, and taking up to three months for payment to finally be secured by the firm. Today, client billing can be done easily online with the use of a debit or credit card that enables instant payment to the firm. In addition, by providing all invoicing, billing, appointments, and more online for the client to access, transparency in billing is increased, thus decreasing the chances of a client disputing the final bill for services. Automated online billing and payment also saves the firm hours of licking stamps, thereby eliminating wasted time and improving the profitability of the firm.

To learn more about the ways that your law firm can automate its systems in order to minimize waste and maximize productivity, call or contact dealcloser today.