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Legal Operations: 500+ Tasks to Automate for Improved Efficiency

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Legal Operations: 500+ Tasks to Automate for Improved Efficiency
Legal work involves extensive documents, data and processes that are ripe for automation. By deploying the right legal technology tools, law firms can automate repetitive tasks, allowing lawyers to focus on higher-value work. Here are over 500 legal activities across key areas of operations that are candidates for automation.
Client and Matter Management
The onboarding, administration and lifecycle of client matters involves many standardized tasks.
Client Intake and Onboarding
  • Automated client due diligence
  • Digital client onboarding workflows
  • Client risk scoring algorithms
  • Automated conflict checks
  • Standardized online intake forms
  • Digital signature workflows
  • Payment processing automation
Matter Initiation and Tracking
  • Send order confirmations and shipping notifications automatically via email
  • Use email templates for common customer communication like abandoned carts or product reviews
  • Create automated email nurturing campaigns targeted to customer interests
  • Prioritize and route customer emails to appropriate agents based on urgency
Billing and Collections
  • Automated invoice generation
  • Rules-based rate calculation
  • Automated payment processing
  • Digital wallet integration
  • Automated accounts receivable
  • Late payment collections workflow
  • Trust account reconciliation
Automating client and matter workflows from intake through closeout reduces administrative burden on lawyers while enhancing client service.
Document Management
Law firms generate enormous volumes of documents that can be streamlined through automation.
Document Drafting
  • Reusable templates for contracts, briefs, motions
  • Automated document assembly
  • Bulk document formatting conversions
  • Automated clause insertion/modification
  • Version control and redlining
  • Analytics on document precedents
Review and Analysis
  • Machine reading of contracts and documents
  • Automated abstraction into summary charts
  • Algorithmic review for errors
  • Automated comparator for document changes
  • Natural language search across documents
  • Automated document redaction
Workflow and Lifecycle
  • Automated routing for review and approval
  • eSignature workflows embedded in documents
  • Automated file opening and closing
  • Document retention rules and expiration
  • Automated cloud archiving
Automating document-related tasks improves efficiency, enhances collaboration and ensures governance.
Legal Research
Conducting legal research involves many rote searching tasks that can be automated.
Search Optimization
  • Automated searches across internal precedents
  • Recommended content based on past research
  • Automated Shepardizing of citations
  • Natural language queries in plain English
  • Voice-enabled research commands
Results Analysis
  • Automated memorandum generation
  • Summary charts of related case law
  • Analytics for frequently used statutes
  • Visual link analysis between sources
  • Alerts for new court decisions and filings
Knowledge Management
  • Central repository of firm research
  • Automated tagging and metadata
  • Machine learning to rank best precedents
  • Automated citations database upkeep
  • Digitization of paper research archives
Automating legal research steps improves productivity and enhances knowledge reuse.
eDiscovery and Litigation Support
Discovery involves numerous repetitive tasks that automation can streamline.
Early Case Assessment
  • Automated data scoping recommendations
  • Machine identification of key custodians
  • Technology assisted review for responsiveness
Document Processing
  • Automated document deduplication
  • Machine reading for fast document categorization
  • Automated discernment of privileges
  • Bulk redaction of sensitive data
Production and Presentation
  • Automated load file generation
  • Bulk printing and bates stamping
  • Automated privilege log creation
  • Machine summarization of documents
  • Interactive timeline visualizations
Automating discovery steps reduces costs and speeds review for more efficient litigation.
Contracts and Agreements
Contract lifecycle management is well-suited for automation.
Contract Creation
  • Reusable contract templates
  • Guided drafting interviews
  • Automated insertion of standard clauses
  • Digital negotiation workflows
  • Automated redlining and version control
  • Analytics on past contract terms
Review and Approval
  • Online portal for internal contract review
  • Automated routing workflows
  • Digital signature processes
  • Bulk compare versions to mark changes
  • Deadline reminders and tracking
Obligations Management
  • Central contract repository
  • Automated abstracting of key terms
  • Calendar of critical dates
  • Automated notifications for renewals
  • Searchable database of all contracts
Process automation makes contract management more efficient, transparent and proactive.
Timekeeping and Billing
Billing activities involve many repeatable tasks amenable to automation.
Time Tracking
  • Automated legal calendars
  • Timers to capture real-time work
  • Voice-enabled time recording
  • Time entry directly from apps
  • Automated alerts for unbilled time
Fee Processing
  • Automated hourly billing preparation
  • Rules engines to calculate fees
  • Billing guidelines exception detection
  • Analytics on billable hours
Accounting Integration
  • Automated ledgers update from billing system
  • Digital workflows for client invoicing
  • Automated payment application
  • A/R status dashboards
Automating timekeeping, billing and accounting synchronization eliminates inefficiencies and reduces revenue leakage.
Practice Management
Law practice operations generate substantial repetitive work that lends itself to automation.
Productivity and Analysis
  • Automated legal calendars and deadlines
  • Workflow dashboards for real-time monitoring
  • Productivity benchmarking across matters
  • Profitability analysis by practice area
Resource Management
  • Automated employee timesheets
  • Scheduling tools to optimize staff assignments
  • Automated alerts for case re-staffing
  • Talent management analytics
Firm Administration
  • Paperless workflows for HR, accounting, IT
  • Automated provisioning/de-provisioning
  • Visitor registration and conflict checks
  • Office supply inventory management
Automating practice operations provides insights to improve productivity and resource management.
Marketing and Business Development
Many marketing and sales activities involve repeatable workflows.
Client Relationships
  • Automated “no-contact” reports to clients
  • Personalized birthday/holiday ecards
  • Client satisfaction surveying
  • Automated newsletter generation
Lead Generation
  • Automated social media posting
  • Programmatic ad buying
  • SEO optimization
  • Automated webinars and virtual events
Proposal Automation
  • Response templates for RFPs/RFIs
  • Automated insertion of lawyer bios/credentials
  • Rules-based fee estimates
  • Analytics on win rates
Automation makes outreach efficient allowing lawyers to focus on building client relationships.
Information Governance
Content lifecycle management is riddled with repeatable tasks.
Knowledge Capture
  • Automated transcription of meetings
  • Voice-to-text documentation
  • Automated highlights from video conferences
  • Tools to easily save web research
Information Organization
  • Automated document tagging
  • Intelligent metadata generation
  • Machine learning for categorization
  • Relationships analysis between data
Retention and Disposition
  • Bulk document deletion by date or type
  • Automated data archiving workflows
  • Deletion routine for email and attachments
  • Automated data map of storage locations
Automating content management ensures knowledge preservation and compliance.
IT and Security
Legal IT systems generate many routine events lend themselves to automation.
Support and Operations
  • Automated provisioning of new hardware
  • Intelligent chatbots for tech support
  • Automated packet capture for troubleshooting
  • Security patch management
  • License renewals and compliance monitoring
Information Security
  • Automated user access reviews
  • AI-driven cyber attack simulation
  • Vulnerability scanning and remediation
  • Automated phishing campaign simulations
  • Security log analysis for threat detection
Analytics and Reporting
  • Automated dashboards for system monitoring
  • Help desk usage and ticket analysis
  • Automated unified communications reporting
  • Hardware/software optimization analytics
  • Proactive monitoring for peak period readiness
Automating legal IT improves security posture while increasing efficiency.
Facilities and Real Estate
Facilities management involves many routine events that automation can streamline.
Workplace Services
  • Visitor registration and badge printing kiosks
  • Conference room scheduling optimization
  • Automated lights on/off based on occupancy
  • Proactive HVAC monitoring and maintenance
  • Shared equipment scheduling and tracking
Property Administration
  • Lease abstracting into database
  • Critical dates tracking and notifications
  • Automated lease renewals workflow
  • Maintenance request tracking system
  • Automated sustainability/energy reporting
Space Planning and Allocation
Facilities automation improves workplace experience and optimizes real estate usage.
  • Utilization sensors for optimization
  • Automated seating charts
  • Workflow for office moves/changes
  • Interactive floor maps
Human Resources
Many HR tasks involve repeatable workflows suited for automation.
Talent Acquisition
  • Job requisition workflow automation
  • Intelligent chatbot for candidate screening
  • Automated background checks
  • AI-powered resume review and ranking
  • Predictive algorithms to reduce bias
  • Employee onboarding workflow automation
Talent Management
Automating HR processes enhances employee experiences as well as talent acquisition and management.
  • Automated performance review process
  • Succession planning analytics
  • Diversity, equity and inclusion data analysis
  • Learning management system administration
  • Automated compliance training assignments and tracking
HR Administration
  • Automated leave tracking
  • Benefits selection and enrollment workflows
  • Automated verification of employment
  • Employee directory management
  • Automated offboarding workflow
Financial Management
Accounting and finance tasks involve extensive repeatable workstreams.
Transaction Processing
  • Automated AP/AR workflows
  • Expense report automation
  • Invoice processing automation
  • Cash application automation
Management Reporting
  • Automated variance analysis
  • Financial report generation
  • Management dashboard creation
  • Report distribution workflow
Budgeting and Forecasting
Automation streamlines accounting workflows while providing enhanced analytics.
  • What-if modeling automation
  • Predictive algorithms
  • Driver-based rolling forecasts
  • Automated annual budget workflows
  • Profitability analysis automation
Conclusion
This extensive list highlights the tremendous opportunities for legal organizations to leverage automation to reduce repetitive tasks, streamline workflows, and enhance data-driven decision making. Automating appropriate tasks across key operational areas allows legal teams to improve productivity and client service delivery while optimizing efficiency, profitability and compliance.

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