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7 things to consider when evaluating document automation modules

Posted by Gene Turner on 09-Oct-2017 20:09:57

We talk to a lot of organisations about document automation.  Many of them have problems that document automation can help with.  Some of them are literally drowning in paperwork, lacking sufficient experienced staff, and know they are exposed to undesirable levels of risk through inadvertent error or lost opportunities through delay.  The people on the front-line need a solution now!

Although it is something that they want to start using because they know the benefits it will provide them in terms of greater speed and quality of document creation, with reduced costs and risk of error, many of them already have some type of system that already has, or could have as an extra module, some sort of document generation capability which they are not using.  In a corporate context this could be a procurement system or an HR system, and in a law firm, it is often the firm’s practice management system.

Sensibly they want to look into that option further before they make a decision on how they will start to use document automation.  The problem is that we see a lot of people go into that process, but few come out the other side.  Months or years will pass without getting any of the benefits they know they need.  How can this problem be avoided?

If you are considering these types of issues, the following questions and thoughts based on our observations might help you and your team move through evaluation more quickly and effectively and avoid it becoming a black hole that devours your initiative before you get going:

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Topics: Document Automation, Document Assembly, Legal Technology, Procurement, In-House Legal

What does a great outcome with legaltech look like?

Posted by Allen Li on 14-May-2017 15:52:47

You may have seen me talk about using legaltech to achieve great outcomes.  You may have nodded your head in agreement. After all, who wouldn’t agree that getting a great result is, well, great?  But what does this actually mean?  

There are a lot of legaltech options out there.  If you’ve tried one piece of legaltech, and been left feeling like the guy on the right, you’re not alone.  This happens all too often.  With so many providers (sometimes appearing to offer the same solution), you have to find one that can solve problems you have, in the way that suits you, in the way they said they would.  Don’t part with your money or your time, until you know this will be the case.

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Topics: Document Assembly, Document Automation, Future of Law, In-House Legal, Law Firm Management, Legal Guides, Legal Technology, Procurement, Practise of Law

What can we learn from emerging legal best practices from London?

Posted by Allen Li on 26-Apr-2017 08:59:41

“Not surprisingly (in hindsight, at least), his first initiative was to implement document automation.  This was almost eight years ago!”

Over half a year on from leaving London, I ask myself:  what did I learn from my time in London?  Perhaps I can best answer this question by first asking myself: what did I expect?  Global market-leading bank, hundreds of years old, based in London - everything must go faster and run more efficiently than in little New Zealand, right?  Well, sort of.

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Topics: Document Automation, Document Assembly, Procurement, Legal Technology

Don’t (just) automate, obliterate: Why it’s time to re-engineer the way we work

Posted by Gene Turner on 24-Sep-2016 14:45:43

I recently wrote a post for the Institute of IT Professionals Techblog which I came across through Buddle Findlay partner Amy Ryburn, who writes a number of excellent posts for it too.  The topic was re-engineering, and the potential to re-imagine the way we work, not just automate what we currently do.  

I think this opportunity is there across all areas of work, but particularly around Government procurement, where some recent posts by Ian Apperley have highlighted some areas for improvement.

You can see the post here, and the full text is also reproduced below. 

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Topics: Procurement, Practise of Law

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