Woodpecker

Document automation and assembly of legal documents is an indispensable process for increasing productivity and maintaining profit margins in an increasingly competitive market. Of course, that’s only when the technology is actually used (and usable), and why great user experience is everything when it comes to achieving major efficiency goals through document automation.  When UX is neglected Too often software companies focus on releasing as many features as possible, as fast as possible. In the…
I’ve been working in Legal Tech for a little over two years. More specifically, I’ve been working with a company that makes legal document automation (software-assisted document drafting) specifically for solo and small law firms, Woodpecker.  During this time, I’ve had the opportunity to talk with and get to know many different lawyers across all sorts of practices.  Our conversations always begin during the education stage of their document automation decision journey: they know the…
Now more than ever, it’s imperative that law firms use a reliable cloud-based legal practice management solution to enable remote work, keep matters organized, and continue with business as usual. Cloud-based legal practice management software can not only help you go paperless, but it can also help boost your firm’s bottom line by streamlining workflows and reducing overhead. And when you can accomplish more things in less time, you have more time to spend on…
Update to original post December 20, 2017 The need for attorneys to automate in order to thrive – or possibly even to survive – in the legal industry has never been stronger.  We’ve already covered how you can eliminate one of the “classic” manual headaches of running your own law firm, faxing.  Now, we’ll take a look at five ways that you can streamline the process of getting client documents signed.   1. Adobe…
Using automation technology to manage workflow lifecycles has long been proven to be both effective and profitable in a number of fields—the practice of law is no exception. A vast amount of valuable time is dedicated to the client intake process and streamlining this process via automation results in reducing wasted time and duplicative efforts, improving the service experience for both lawyers and clients. For small firms and solo practitioners, an automated client intake process…
Hourly billing, contingency fees, and retainer fees are the most common methods used by lawyers and law firms when it comes to client billing. However, attorneys are increasingly transitioning to a “flat fee” billing structure in lieu of the traditional hourly rate. Flat fee rates, or “fixed fees,” are agreed upon and usually fully paid upfront before an attorney begins work on a client’s legal matter. Fixed fees are much more client-friendly than traditional billable…
When you need to draft a new contract or legal document, do you open up a template and then manually update all the merge fields with client information? And when you need to collaborate on that document with clients and/or counter parties, are you still emailing it back and forth? If this sounds like how you work, then it’s likely that your document creation and collaboration process is hurting your firm. Discover the four ways…
Benefits of a Client Intake Process The client intake process is not only a critical step towards creating a successful attorney-client relationship, but it is also extremely useful for spotting any potential red flags or quickly fleshing out matters you would prefer not to handle.   Having a standardized client intake process eliminates friction when you’re onboarding new clients and saves massive amounts of upfront time in your process so you can get clients into and…
In these unprecedented times, a “meeting” with prospective clients has taken on many different forms.  Whether I meet with clients virtually via a Zoom or WebEx video conference, a traditional teleconference, or a socially distanced in-person meeting wearing a protective face covering, I rely on my intake form now more than ever to make sure that I capture all of the details needed to recommend and commence work on clients’ estate planning documents.  To make…
Update to “Why Embrace Document Automation?” December 20, 2017 It seems hard to believe that we wrote this original blog post nearly three years ago. Time flies. Yet even something done three weeks ago seems like three years ago, maybe more. Time really flies right now. It’s easy to feel like things are out of your control, especially when so many things truly are currently. Believe it or not, document automation can actually help you take…