It’s no secret that automation can help lawyers run a more efficient practice. In fact, 23% of a lawyer’s job can be automated with existing technology! Automation can also provide your firm a competitive advantage because it allows you to focus more on client service and boosting profits rather than repetitive tasks.
In this webinar, we’ll talk about common law firm tasks that could benefit from automation. We’ll also highlight the Rocket Matter features and existing technology that will help you accomplish this.
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James Yoon, Esq.
Wilson Sonsini Goodrich & Rosati
“For the time being, experience
like mine is something people
are willing to pay for. What
clients don’t want to pay for is
any routine work.”
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How Do You Know What to
Automate?
Keep a log of your firm’s daily activities for one week
Research technology tools that may ease the
administrative burden of each area of work
Address each area of work with ideas for improved processes
Organize activities into areas of work
Decide what kind of resources you’re willing to allocate to
improve the areas you’ve identified
Set realistic goals for implementation, and give each project
an owner and a deadline
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Preparation for Document
Generation
• Locate documents you use repeatedly
• Turn them into forms and save in a central repository
• Establish a simple process to input client/contact
information
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Automate Checklists and
Workflows
• Gather your paper checklists, or if you don’t have any, think
of case types that you handle often
• Standardize data fields, steps to bring to successful
conclusion
• Combination of tasks, calendar events, deadlines, and
documents that need to be drafted
• Critical information that you need to be able to work up a
case
• Plug into matter templates
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Technology Tools to Help
• Case Management Software
- Calendaring, Tasks, Matter Templates,
Custom Reports, Project Management
• Rules-Based Calendaring Software
• Microsoft Flow
• Trello
• Zapier
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Consider Optimizing Your Billing If…
• You spend more than a few days getting your monthly
billing in order
• You have to piece together your billing at the end of the
month
• You currently use snail mail to send out your bills
• You have ever sent out an inaccurate invoice
• You have clients who pay you the same amount every
month (think retainers or flat fees)
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Automate and Optimize Your
Billing
• Use your time and billing software to its fullest
potential
• Batch billing and setting up custom rates can eliminate
the need to do it later
• Bill As You Work
• Payment Plans and Recurring Billing
• E-mail invoice sharing and payment processing