An Example Online Intake Form

In-house legal teams are under growing pressure to deliver strategic value, manage complex workloads, and operate efficiently – all in an uncertain business landscape.

Yet, many teams are still bogged down by a surprisingly overlooked issue: a fragmented matter intake process.

Streamlining how legal requests are received and managed can be a game-changer. It could also be a key to getting started on your AI journey.

Here’s why rethinking the intake process is becoming more important, how to trial it easily, the risks of ignoring it, and the benefits it can unlock.

Topics: Legal Technology, In-House Legal, Legal Automation, Matter Management, Legal Operations, Productivity, Artificial Intelligence

At the risk of over-disclosure, over the past 6 weeks, I have lost quite a lot of weight. There is a work related aspect to this post - I'll get to it! 

Despite being fairly active last year, I couldn’t shift the additional weight I’d picked up. No matter how much I ran, I couldn’t lose the weight.

Towards the end of last year, I bought a new suit in a larger size because my old suit no longer fit me and I couldn't see a way back to it. I just assumed that my metabolism had slowed down, and this was the new reality.

However, over Christmas, our son told us how he had slimmed down while building his strength using the MyFitnessPal app. Tell me more I said…

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

The 2025 ACC Chief Legal Officers Survey contains some fascinating findings after surveying 772 participants across 20 industries and 48 countries. There is room for optimism, but a number of apparent inconsistencies and perhaps overall pointers to many legal teams repeating the same mistakes and getting similar outcomes for 2025.

Some of the key findings and my comments on them are set out below.

Topics: Document Automation, Legal Technology, In-House Legal, Self-Service Legal Automation, Compliance, Legal Automation, Matter Management, Legal Operations, Contract Management, Productivity

If you are an ActionStep customer or are considering ActionStep as an option to replace your legacy practice management system, you will likely be very interested in a number of new options that are available for ActionStep customers to create the type of complex legal documents that law firms are going to need to be able to create in an era when anyone will be able to access some form of AI to create documents. Differentiation in this area will be increasingly valuable.

The ability to create more complex legal documents has been a key gap in most practice management systems we have looked at. While most practice management system providers market their solutions as having document automation, it falls far short of what we know is possible with specialist tools. Being able to merge names, addresses, and dates is not advanced document automation!

We can see that ActionStep now has at least three good new options, which should be a strong differentiating factor for firms considering a switch. Even if you’ve looked at ActionStep before and it wasn’t the right fit at that time, it may be time for a fresh look.

Topics: Document Automation, Legal Technology, Document Assembly, Law Firm Management, HotDocs Advance, Legal Automation, Matter Management, Law Firm Strategy, Law Firm Profitability, HotDocs, NetDocuments, ActionStep, PatternBuilder

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:

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

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?

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

I'm looking forward to the 2024 ILANZ conference on 22 and 23 May. It's a great opportunity to get a feel for the issues and priorities of the New Zealand in-house legal community, as well as to connect with others who are working with, and providing solutions to, in-house lawyers.

This year, I'll be particularly interested in gauging in-house lawyers' feelings about technology and their plans to invest in it. Even as recently as September 2022, 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, showed that more than half of in-house teams were planning no change in their investment in technology. I found that surprising at the time.

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

Legal teams often rely on support from Finance, IT, or Procurement to access new technology and systems.

This is confirmed in the Deloitte In-house Insights Report “Trusted navigators in complex and challenging environments”, prepared in response to the September 2022 survey of New Zealand's in-house legal community, which identified the CFO/COO as the most common decision maker, followed by the CIO/IT Department.

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

As an in-house lawyer or lawyer in a firm, you may have heard about the benefits of using technology to improve your legal processes and get better outcomes. You may have seen some impressive demos or testimonials from vendors who claim to have the perfect solution for your needs.

But how do you decide which technology or approach is the best for your situation?

How do you navigate the overwhelming amount of information and noise in the market?

The truth is, there is no one-size-fits-all answer to this question. Different technologies and approaches have different strengths and weaknesses, depending on your goals, constraints, preferences, and context.

What works for one legal team may not work for another. And what works today may not work tomorrow.

So, how can you simplify your thinking and make progress in evaluating LegalTech?

Here are five suggestions that may help you:

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

An area where improvements might easily be made to overall contracting speed is in the approvals process.

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