Technology has come far in the last decade, and it has a lasting impact on the practice of law. Work that once took long, tedious hours can now be accomplished in a matter of minutes.  The premier advantage of workflow automation is freeing attorneys and paraprofessionals to focus on clients and the nuances of the practice of law. 

Workflow automation systems provide comprehensive automation through data collection, document management, critical date alerts, time recording, communication, and the generation of forms and documents.  Large law firms and private practice attorneys can benefit from a contract management software. Finding the right software will depend on the size of the practice, as well as personal preferences in price and capability.

Artificial intelligence is the wave of the future, and workflow automation software that incorporates AI will have the capacity to grow with your firm. Investing in automation is expensive and time-consuming. Given the rapid growth of technology, you want software that won’t be obsolete in the near future.  The following options are state of the art workflow automation solutions. 

Options for Workflow Automationworkflow automation

  • Evisort—Evisort is a contract management software that was founded by graduates from Harvard Law School, in conjunction with MIT. Though initially designed specifically for law firms, Evisort has found a home across various industries that manage a vast array of contracts. Evisort comes pre-trained, meaning artificial intelligence is operational out of the box. 

Evisort uses artificial intelligence algorithms to understand the meaning and context of legal language, eliminating much of the time spent reviewing contracts. Evisort offers full workflow management from date alerts to the generation of standardized contract language. Evisort also serves as a robust risk management tool with its capacity to identify non-standard contract language and to suggest language that has proven successful in other contracts. 

  • Osprey—Osprey offers the capability to formalize processes to ensure consistency and compliance across a firm. Osprey allows the automation of tasks such as opening and closing of files and other standardized tasks. Communication is a crucial ingredient in workflow automation, and Osprey addresses this by allowing the sending and receiving of both emails and text messages. 
  • Casetext—Casetext incorporates artificial intelligence into a legal research platform, redefining the automation of litigation. In addition, Casetext now offers to Compose, which automates the drafting of legal briefs. The first draft of a legal brief once took anywhere from 10-80 hours of billable hours. Compose has automated the process, allowing attorneys to construct a well-supported brief in less than half an hour. 

Attorneys or paralegals enter basic information about the brief they want, and Compose generates the available arguments and legal standards using a new search technology that is capable of searching for concepts instead of keywords or phrases. 

  • Legal Suite—Legal Suite offers workflow management specifically designed for in-house counsel, though it is increasingly finding a home in small to mid-sized law firms. The modular design allows users to build a system customized to their specific needs. The nine modules offer a range of workflow solutions, including:
  1. Legal matter management
  2. Contracts
  3. Corporate entities
  4. Power of attorney
  5. Litigation
  6. Real estate
  7. Intellectual property
  8. Contract lifecycle management 
  9. E-billing
  • LegalWorkflow—Provides technological solutions to improve workflow by performing an analysis of your current business and imaginatively applying solutions to improve your return on investment. LegalWorkflow helps firms establish automated workflows while maximizing compliance and risk mitigation. 

workflow automation

LegalWorkflow also provides custom reporting capability designed to suit the needs of each firm. The reports are tailored, generated, analyzed, and delivered to the right people at the right time, ensuring cohesiveness in complex issues that span different departments. 

Workflow automation solutions in the legal field should always include contract management capability. Contracts are notoriously time-consuming documents that serve as a foundation for all business and legal transactions. Contract management software with built-in workflow management helps law firms to avoid the monotony of contract review, storage, data extraction, date alerts, and the creation of new contracts. 

Whatever source you choose to implement workflow automation, the most crucial feature will always be ease of use. Some software solutions offer sophisticated capabilities but require intensive training for legal staff before it becomes usable. Workflow features that make tasks more complex instead of easier will be met with resistance and rendered much less useful. When choosing new software, you also want seamless integration with your existing IT platform to reduce costs and increase ease of use. 

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