Best practices

Guide to Legal Workflows and Process Automation

July 19, 2023
Kathy Zhu

Table of Contents

In today's fast-paced business environment, legal teams are expected to do more with less. To stay competitive, they need to find ways to increase efficiency, reduce costs, and improve client satisfaction. One way to achieve these goals is through process automation. By automating routine tasks and workflows, legal teams can save time, reduce errors, and free up resources for more strategic activities. In this blog, we'll provide a step-by-step guide to help you streamline your legal workflows with process automation.

‍Step 1: Identify Opportunities for Automation

The first step in streamlining your legal workflows with process automation is to identify the processes and tasks that are most suitable for automation. Start by evaluating your current workflow and identifying any tasks that are repetitive, time-consuming, or prone to errors. These tasks are good candidates for automation. Also, consider tasks that are dependent on other tasks or workflows. Automating these tasks can help to reduce bottlenecks and improve overall efficiency.

Step 2: Define the Process

Once you've identified the tasks that are suitable for automation, the next step is to define the process. This involves mapping out the steps involved in the process, including any decision points or dependencies. You should also identify any input and output data requirements and define the expected outcomes.

Step 3: Choose the Right Automation Tool

The next step is to choose the right automation tool for the job. There are many different tools available, from low-code platforms to more complex workflow automation software. Consider your budget, the complexity of the process, and the level of customization required when choosing the right tool for your needs.

‍Step 4: Design and Develop the Automation Workflow

Once you've chosen the right automation tool, the next step is to design and develop the automation workflow. This involves configuring the tool to automate the defined process, including defining the triggers, actions, and conditions required to automate the process. You may also need to integrate the automation tool with other systems or applications.

Step 5: Test the Workflow

Before deploying the automation workflow, it's important to test it thoroughly. This involves running test cases to ensure that the workflow operates as expected and that the expected outcomes are achieved. You may need to refine the workflow based on the results of testing.

Step 6: Deploy the Workflow

Once you're satisfied that the workflow is working as expected, the next step is to deploy it. This involves making the workflow available to the appropriate users or groups and ensuring that they have the necessary permissions and access to use it.

Step 7: Monitor and Maintain the Workflow

Once the workflow is deployed, it's important to monitor and maintain it to ensure that it continues to operate as expected. This involves monitoring the workflow for errors or exceptions, making any necessary updates or changes, and ensuring that the workflow remains aligned with business goals and objectives.

In conclusion, process automation can help legal teams to streamline their workflows, reduce costs, and increase efficiency. By following these steps, you can identify opportunities for automation, define the process, choose the right automation tool, design and develop the automation workflow, test the workflow, deploy the workflow, and monitor and maintain the workflow. With the right process automation strategy, legal teams of any size can improve their operations and achieve their goals.

Learn More

Want to learn more about how to streamline your legal workflows with process automation? Schedule a meeting with us to get additional insights and see how Streamline AI can help.

“Will Legal be able to continue to support our scaling business using a manual tracking process? The answer was ‘no’” - Daniel Michalek, Legal Operations Manager at Branch Metrics

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