In this competitive market, legal firms are under constant pressure to become more efficient, cost-effective, and responsive. Case Automation, if implemented correctly, can help these firms stay on top of their business by aiding better client-service, manpower, and cost optimization.
Now, the question arises that in a field where each case, client, and history is different, how do you achieve automation? Fortunately, technology is catching up with these dynamic changes through digitization and platforms that suit flexible scenario-based customization needs.
For example, with digital forms, law firms can cut back on hours of manual labour spent on duplicate data entry. Special legal management software allows law firms to implement customized processes without spending too much time on technical implications.
What can Legal CRM do?
With the help of legal CRM tools, all of the information is stored in a centralised cloud database. Thus, it is easily accessible to everyone inside the law firm, which makes the process of finding, locating, managing, sharing, storing, and reporting casework related documents easy and user-friendly. The legal management platforms, such as Legodesk, follow strict security parameters ensuring the sensitive data never falls into wrong hands.
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With the mobility of data and easy access to e-signatures, the legal work-frame keeps on moving without physical barriers working as interruptions. This is especially useful when tech-savvy clients look for the same ease that they are accessing for other sensitive transactions related to insurance and banking.
Israeli Courts are already using cloud-based CRM.
Recently, Israeli courts have successfully implemented a legal case automating processes that can handle as many as 500,000 live cases at one time. This way, they are saving time and the taxpayers’ money spent on paper-based workflows.
The Need for a Legal CRM:
As per a recent study conducted by Altman Weil, most of the larger law firms agree that automation and new competition arising from this implementation, are an integral part of the profession. Additionally, they agreed that the industry is transitioning from slow-moving business to a fast-paced environment with overall performance improvement.
For example, the law firms who use Legodesk have significantly cut back on time spent on providing status updates by implementing communication protocol that automatically pushes email to the clients on the case status. Similarly, these law firms are also making it easier for their clients to access necessary forms by creating templates and making them available online. With eSignature integration, these forms can be used as per the convenience of the users. The legal automation software also ensures that the action items are routed to the right person minimizing errors and compliance issues.
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However, there are also numerous challenges while implementing legal case automation into practice. First, the need for a specialized professional who understands the process and has the skill to implement a customized workflow is limited. Secondly, the security of sensitive data remains a concern for some of the lawyers. Finally, the initial days of process implementation include a lot of data handling which eats into resources.
As legal software becomes smarter and human resources learn to adapt, these challenges are slowly fading away. With a stiff rise of competition from alternative legal advisory services, law firms need to upscale themselves to be able to acquire and manage new clientele. The need of the hour requires the firms to serve more clients per unit of time and provide more services at a substantially lower cost to remain profitable, possible only through a CRM specially crafted for legal professionals.