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  • Tomeca Kellogg-Walters

How automating workflows in a legal environment can save time and money.

Most law firms still manually record their time or use a server-based system to record their time. This means that attorneys and staff have to keep track of their time on paper at home, in addition to making sure it is accurate with all the distractions of children, family, and remote working. However, an automated workflow system can drastically save time and money. If you tap into the services of a truly automated workflow system, then this time can easily be imported to a built-in office trust accounting system. This reduces the time you spend editing and generating invoices. Many law firms still print and mail invoices to clients, and either have clients pay with credit cards in the office or mail checks. The requirements of social distancing make this impossible and give clients an easy excuse not to pay you.

Traditionally, your prospective clients would call your office, make an appointment to come in and meet you, and fill out their intake form sitting in your waiting room. To ensure your business can accept new clients and receive the required paperwork, make sure that you are using a workflow system built for lawyers that includes a client service portal at no extra cost. The client service portal must have online intake forms and a secure document sharing and e-signing platform that does not come at a cost to your clients or require them to register an account or download anything. However, this is only a small fraction of what an integrated workflow system can accomplish for you and your firm. Workflow automation can be applied to all kinds of processes across


Finance: Quote to cash, procure to pay, payroll, cash reconciliation

HR: Recruitment, onboarding, off-boarding, day-to-day approvals

IT: Incident management, license management, help desk

Sales: Lead routing, intelligent prospecting, quote approvals

Keeping up with trends in technology is important for any business. Law firms are beginning to

change their business models to the automated, out-of-office workflow model, especially during these times.

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