As the shift to productizing services and flat fee pricing continues to increase velocity among legal service providers, automating predictable, routine work is no longer just a nice to have. It’s now quickly becoming an imperative for firms, if they
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User Experience: How It Impacts Adoption of Document Automation
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
What I've Learned From Lawyers About Document Automation. Part I.
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
Better Together: Woodpecker + Rocket Matter
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
Sign on the Virtual Dotted Line: The 6 best eSignature Options for Your Law Firm
Update to original post December 20, 2017The 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
Deliver More Client Value With Automated Client Intake Forms
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
Making the Case for Flat Fee Billing in Legal Services
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
4 Ways Your Manual Document Creation and Collaboration Process Hurts Your Firm
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
Improve the Client AND the Attorney Experience with Client Intake Forms
Benefits of a Client Intake ProcessThe 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
Estate Planners: 7 Key Questions to Ask in Your Client Intake Form
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