Blending automated legal processes with engagement

Ryan Forsythe, Content Marketing Specialist, Moxo

The legal industry continues to embrace technology, and managing projects digitally is becoming increasingly essential in the journey towards greater efficiency. By automating routine workflows, legal businesses can focus their energy on more complex tasks and provide better service to their clients. Managing projects digitally is greatly beneficial, allowing for team-wide access to projects, and documents which can be worked on simultaneously by multiple parties. This allows a business's entire workflow to take place without delay due to old-fashioned methods of communication and agreement signing.

Implementing workflows is an effective way of streamlining paperwork-heavy legal processes, such as client onboarding, document collection, and securely collecting case documents. By using automation to standardize the processes to fit specific business objectives, firms can reduce not only the time spent on administrative work but also create a more accessible, secure system for gathering documents —a definite bonus for organizations dealing with increasingly remote teams. This also increases the security of client data, minimizing risk of unauthorized access. Strict controls over who has access to shared documents can also help maintain secure processes when implementing digital solutions.

Digital project workspaces provide a number of advantages for successfully managing legal projects. It allows lawyers, paralegals, clients, and office staff to stay connected in real-time while working on multiple projects at once. A streamlined solution makes it much easier to track progress in different areas of the project as various stakeholders can easily access key documents, meetings, notes, and contacts. It ensures that everyone is working from the same most up-to-date information and helps teams stay on top of deadlines by providing reminders when necessary.

Working digitally gives legal professionals the ability to work smarter with higher productivity levels than ever before — making it an invaluable tool for successful legal project management. Ultimately, with this increased efficiency, law firms will save both time and money while having a competitive advantage over those who have yet to make the switch.