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What can I automate?

Updated: Jan 25, 2021

When lawyers think about automation they tend to think about large 'all in one' plug and play solutions. In reality, those won't automate everything, and there are so many bite-sized automation that can be used together to create a better workflow for you and your team.

In a recent survey 90% of the lawyers we spoke to wanted more automation in their firm, including those with the large 'all in one' solutions, but where do you start?

We have run an all-day event on 21 January 2021 for lawyers who are starting a new firm in 2021, or who did start a new firm in 2020. You can find out more about that event, and read all of the topics here. You can also register to receive a copy of the recordings at the bottom of this blog post.

The topics that covered automation included -

  • Map your workflow - you need to have an actual map of your ideal matter before you can start creating solutions for it, Deborah Vella from Support Legal creates automated solutions for other law firms and she will step you through the process of mapping your own matters, you can read more about that topic here

  • Automate for your client matters - what automation options are there, including some free automation options, and how do you get them all to 'sync' or talk to each other?

  • Automation for marketing - once you have found a client what can you do? Well one thing you can do is automate your responses to make sure you don't miss an opportunity, things like Gmail and Facebook have free automations that you should start using.

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