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What to do if my boss says no to my legal automation project

Posted by Gene Turner on 13-Feb-2024 18:32:01

 

It's not uncommon for someone to show some initial interest in a legal automation project, get excited seeing how it could make a real difference in their work and that of their team, and then be told that it is not possible.

What can you do in that situation?

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Topics: Legal Technology, In-House Legal, Document Assembly, Law Firm Management, Compliance, Legal Automation, Matter Management, Legal Operations, Contract Management, Law Firm Profitability

Costs, Benefits, Price and ROI for Automation Projects

Posted by Gene Turner on 06-Feb-2024 08:30:00

 

A common concern we hear when talking to prospective clients about legal automation is that they haven't got a budget, and they don't think they can get one.

Often, however, this is before we have discussed the size and cost of the problem or the opportunity to be addressed and the expected benefits, and therefore, it needs more context before a price can be agreed and a budget could be obtained.

What should you do before worrying about price and budget for an automation project?

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Topics: Legal Technology, In-House Legal, Document Assembly, Law Firm Management, Compliance, Legal Automation, Matter Management, Legal Operations, Contract Management, Law Firm Profitability

Best resources for improving contracting processes and outcomes

Posted by Gene Turner on 22-Jan-2024 14:00:41

When I’m asked for the best resources to improve overall contracting processes and outcomes, there are two that I can recommend knowing they will provide excellent insights and return on investment.

While particularly relevant for in-house legal teams and contract managers (who can get immediate benefits), they offer significant value to commercial lawyers in law firms who want to understand how they can really add the most value to their clients’ businesses.

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Topics: Document Automation, Procurement, Legal Technology, In-House Legal, Document Assembly, Law Firm Management, Legal Operations, Contract Management, Law Firm Strategy, Productivity

How not to waste money on a proof of concept

Posted by Gene Turner on 21-Nov-2023 08:35:10

When evaluating new technology, a proof of concept can be a very helpful way of ensuring you get what you think you are getting while avoiding unnecessary costs.

However, we sometimes see proof-of-concept projects that go off the rails, don’t achieve the expected outcomes, and cost a lot of money.

There is one particular mistake that we frequently see people make.

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Topics: Document Automation, Legal Technology, In-House Legal, Document Assembly, Legal Automation, Matter Management, Legal Operations, Contract Management

The Value of Specialised Document Automation Solutions in CLM

Posted by Gene Turner on 18-Jul-2023 18:07:03

While Cognito Forms has proven to be a valuable solution for moderately complex documents and streamlined contract requests and can be a better option than many CLMs offer (as shown in this earlier post), there may be better choices for some use cases.

When faced with more complex documents or the need to generate multiple documents simultaneously, as well as the requirement for seamless data integration from other systems, alternative solutions become necessary. That’s where specialist document automation software, such as HotDocs, shines.

HotDocs offers robust capabilities to handle even the most intricate and complex documents we’ve encountered. With its strong APIs, it can seamlessly integrate with other systems (including SharePoint lists), bridging gaps in document generation wherever needed.

Knowing when a simple document automation solution within a broader CLM solution will suffice and when a more powerful solution is required is not easy and requires extensive experience in the field. If you don’t live in this space, it’s easy to screw it up. When working with the wrong solution, and trying to push it to do things it wasn't designed to do, you can easily find yourself in a situation where you're 90% done, 90% to go.

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Topics: Document Automation, Document Assembly, Legal Automation, Legal Operations

You don't have to automate everything

Posted by Gene Turner on 26-Nov-2022 15:30:26

Because of our focus on document and legal automation, you might expect us to advocate for automating everything, but as with most things, it’s about context.

Automation is great when you have very high volumes, many standard options you need to choose from, and/or details that need to be entered multiple times. In those situations, you can save 75% or more of the drafting time while ensuring that the right clauses are inserted in the correct format. It can get you 90% or more of the way there, allowing you time to add the final 10%.
You don’t need to automate all documents, though.

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Topics: Document Automation, Legal Technology, In-House Legal, Document Assembly, Self-Service Legal Automation, Legal Automation, Legal Operations, Contract Management

When Law Firm Problems Become Client Problems

Posted by Gene Turner on 02-Nov-2022 16:17:54

 

 

via GIPHY

 

A recent series of articles published by Zac de Silva and Mark Fisher touched on issues that we've been observing recently too.

Mark Fisher states, "I've never seen a candidate-short market as extreme as this… and I worked in London through the GFC from 2006 to 2012. It's putting so much pressure on all of us and that's across every single industry, whether it's nursing, retail, hospital, professional services, engineering, tech, digital – every single industry is dramatically short."

It's clearly become very challenging for law firms too, and it will get worse.

The article above contains some great suggestions on better managing retention and staff recruitment.

There's another lever that can also help – technology.

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

Use your software as its intended to be used

Posted by Gene Turner on 23-Oct-2022 19:00:18

I often talk to in-house lawyers who are unhappy with a technology solution they're using and are looking for a replacement.

When digging deeper, it often appears that they are not using it as intended to be used and are overlooking core features, which is a large part of the issue. Without using it properly, I think it's unfair to make judgements about how good it is, and hard to tell what you need in an alternative. 

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Topics: Document Automation, Legal Technology, In-House Legal, Document Assembly, Law Firm Management, Digital Signatures, Legal Automation, Email Management, Legal Operations, Contract Management

The Maturing of Technology for Legal Work

Posted by Gene Turner on 18-Oct-2022 19:50:47

Earlier this month I was at the ILANZ conference. It was an excellent event - the best ILANZ I have been to.

There were several indications that technology for lawyers has matured a lot over the last year.

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Topics: Document Automation, Legal Technology, In-House Legal, Document Assembly, Digital Signatures, Self-Service Legal Automation, Compliance, Legal Automation, Legal Operations, Contract Management

You don't always need the latest technology to do amazing work

Posted by Gene Turner on 02-Oct-2022 10:20:41
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Topics: Document Automation, Legal Technology, In-House Legal, Document Assembly, Compliance, Legal Automation, Legal Operations

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