Best practices

Overcoming Common Challenges When Implementing Legal Process Automation

July 18, 2023
Kathy Zhu

Table of Contents

Legal process automation can bring a host of benefits to a legal department, including increased efficiency, cost savings, and improved accuracy. However, implementing automation can also come with its own set of challenges. In this blog, we’ll explore some of the common challenges that legal teams may face when implementing process automation and strategies to overcome them.

Resistance to change

One of the most common challenges when implementing legal process automation is resistance to change. People are often resistant to change, and some may be skeptical of the benefits of automation. This can be especially true for lawyers, who may feel that their expertise and judgment are being supplanted by technology.

To overcome this challenge, it’s important to involve key stakeholders in the process from the beginning. This includes lawyers, paralegals, and support staff. By involving them in the process, you can help them understand the benefits of automation and gain their buy-in.

Lack of understanding of existing processes

Another challenge that legal teams may face is a lack of understanding of existing processes. Before you can automate a process, you need to understand it. This includes not only the steps in the process, but also the underlying business rules and decision-making criteria.

To overcome this challenge, take the time to map out your existing processes in detail. This will help you identify inefficiencies and opportunities for automation. It will also help you ensure that your automated processes are aligned with your business rules and decision-making criteria.

Data quality issues

Data quality is critical for successful legal process automation. If the data going into your automation system is inaccurate or incomplete, the output will be as well. This can lead to errors and delays.

To overcome this challenge, it’s important to invest in data quality initiatives. This includes data cleansing, standardization, and validation. It also includes ongoing monitoring and maintenance of your data.

Integration issues

Legal process automation typically involves integrating multiple systems and applications. This can be a challenge if those systems are not designed to work together.

To overcome this challenge, it’s important to work with your IT department or vendor to ensure that your systems are integrated properly. This may require custom development or the use of middleware.

Lack of resources

Implementing legal process automation can be a resource-intensive endeavor. You may need to invest in new software, hardware, and training.

To overcome this challenge, it’s important to develop a business case that outlines the benefits of automation and the ROI. This will help you secure the resources you need to implement automation.

Security and compliance

Legal operations deal with sensitive and confidential information. It’s important to ensure that your automation processes are secure and compliant with applicable regulations.

To overcome this challenge, work with your IT department or vendor to ensure that your automation processes are designed with security and compliance in mind. This may include encryption, access controls, and audit trails.

In conclusion, implementing legal process automation can bring many benefits to a law firm or legal department, but it’s not without its challenges. By addressing these common challenges proactively, you can ensure a successful implementation and maximize the benefits of automation for your team.

Learn More

Want to learn more about how Streamline AI can help overcome common challenges when implementing process automation? Schedule a meeting with us to get additional insights and see how Streamline AI can help.

“With Streamline in place, we’ve created a process most companies our size only dream of.” - Ronak Ray, General Counsel at Pantheon Systems

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