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My existing legal automation solution isn’t working for me – what are my options?

Posted by Gene Turner on 10-Jun-2024 08:55:09

The problem

We often come across people who have some form of existing automation solution in place, but it isn’t meeting their needs and they aren’t sure what to do about it.

They have potentially invested a lot of money already in the existing solution, so there’s a large sunk cost that is in their mind.

Of course, the best thing to do is to ignore sunk costs – what's done is done - and to focus on what is the best decision from here on. Easier said than done, but still necessary!

Reasons

There could be a number of reasons why the existing solution isn’t meeting needs. These could include:

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

What technology are New Zealand in-house teams using?

Posted by Gene Turner on 15-May-2024 07:00:00

I was curious when I saw this question in Deloitte's research in their In-house Insights Report “Trusted navigators in complex and challenging environments” prepared in response to a September 2022 survey of New Zealand's in-house legal community, on what technology systems do you have in place to support efficient/effective legal operations?

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Topics: Document Automation, Legal Technology, In-House Legal, Digital Signatures, Compliance, Legal Automation, Email Management, Matter Management, Legal Operations, Contract Management, Knowledge Management

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

Do you really know your processes?

Posted by Gene Turner on 26-Sep-2022 13:12:54

One of the challenges in legal process automation projects is that it can be hard to figure out the current process and agree on what it ideally should be.

In many legal processes, there is no written process map at all.

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

You don't need an expensive matter management system to save your emails

Posted by Gene Turner on 19-Sep-2022 15:12:16

If you want to manage your legal matters better, a matter management system should be an excellent investment - if you're prepared to invest the time to set it up and use it properly.

However, if you're really just looking for a better way to use SharePoint and file your emails and documents, a matter management system is a costly way to go about it. There are better options at much lower costs.

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Topics: Legal Automation, Email Management, Matter Management, Legal Operations

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