No-code

workflow and process

automation

software for legal teams

Legal intake and triage workflow software can handle any legal request, especially repetitive, high-volume tasks — not just contract requests. This type of legal intake automation software intelligently sorts and processes requests, reducing administrative work and improving efficiency.

Examples of legal requests that can be managed by legal intake software:

• Contract generation: Workflow automation can significantly streamline the contract generation process. It starts with document generation, where standardized templates are automatically filled with necessary details, such as the customer name and deal terms. Document automation then customizes the contract to meet specific transaction needs and deal desk rules, reducing manual edits and minimizing errors. Once generated, integrations with e-signature tools like DocuSign enable seamless digital execution. The contract is automatically sent to the relevant parties for approval and signature, with the workflow automation tool tracking the latest status in real-time. This end-to-end automation not only speeds up contract generation but also ensures efficient and compliant contract management from creation to execution.
• Contract approvals: Automating the contract approval process can significantly reduce the time spent on getting agreements finalized. Workflow automation can automatically route contracts to the appropriate departments for review, send reminders to approvers, and track the status of each contract, ensuring that nothing falls through the cracks.
• Legal hold management: When a legal hold is necessary, workflow automation can streamline the process by automatically sending out hold notices, tracking acknowledgments, and managing any follow-up actions required to ensure compliance.

The key benefits of legal automation for in-house legal teams include:

1. Increased efficiency: Automation streamlines repetitive tasks, reducing the time spent on manual processes like document generation, contract approvals, and compliance monitoring.
2. Error reduction: By automating routine tasks according to preset steps, the risk of human error is minimized, leading to more accurate and consistent legal work.
3. Cost savings: Legal automation can reduce the need for additional resources, lowering operational costs by freeing up legal professionals to focus on higher-value tasks.
4. Improved compliance: Automated workflows help ensure that company policies are consistently applied, reducing the risk of non-compliance.
5. Faster turnaround times: Automated processes accelerate the completion of legal tasks, such as contract reviews and approvals, resulting in quicker decision-making and execution and revenue acceleration.
6. Better resource management: Legal teams can allocate their time more effectively, focusing on high-value legal work rather than being bogged down by administrative or repetitive tasks.
7. Increased visibility and reporting: Automation provides real-time tracking and reporting capabilities, giving legal teams greater visibility into the status of tasks and processes, and enabling better decision-making.
8. Scalability: As an organization scales and legal request volumes grow, automated processes can easily scale up quickly  to handle increased workloads without the need for proportional increases in headcount.
9. Enhanced client service: By reducing turnaround times and improving accuracy, legal automation allows in-house teams to provide better and more responsive service to internal clients. This improves the relationship and increases trust between business and legal teams.

Process automation focuses on automating specific, repetitive tasks, like automatically generating NDAs from templates, which reduces manual effort and ensures consistency. In contrast, workflow automation streamlines entire sequences of tasks, involving reviews and approvals from multiple steps and departments. For instance, automating the entire contract management process — from drafting to approval and final execution — ensures that each step is completed in the correct order by the right stakeholders, with no steps missed, minimizing delays and errors. In essence, process automation optimizes individual tasks, while workflow automation ensures that the whole process from start to finish runs efficiently.