Customers are demanding more from their legal counsel. Law firms are expected not only to provide expert legal advice, but to provide that advice in a convenient, efficient manner. Technology, and the way that legal advice is conveyed is becoming increasingly crucial to building strong customer relationships. Document Automation Software with well-developed document assembly and document management features are helping law firms give their customers the best service possible. Here are just a few examples.

Automated Templates 

Every practice group in a firm has documents which would benefit from document automation. Banking, Real Estate, and Corporate groups tend to have more. Whether it is a lease, articles of incorporation, or a confidentiality agreement, a document automation tool with automated document assembly can quickly generate these documents, customizing the forms based on customer type. If documents are created for a customer that has particular requirements, features like Favorite Settings, can save even more time. Styles and Design settings ensure that the formatting for every document is generated with professional and consistent company look.

Shared Secure Workspace for Customers

Providing the best services for customers means being able to work as closely with your customers as possible. Guest accounts, and sharing via web link provide safe and secure collaboration options. Comments, and real-time chat options help move projects along without needing to send emails or make phone calls. 

When a law firm’s role is that of outside counsel, Automated Workflows and Deadline Reminders help keep all the parties on track, and ensure that documents do not get lost in the shuffle.

Onboarding Made Easier

An automated document management tool serves as a teacher. Automated templates often have Instructions, or Help and Warnings, which guide both rookie and veteran attorneys on drafting best practices. This information can be tremendously helpful for new hires who are still learning how things are done at the firm. Additional tools like Guided Tours, also help preserve institutional knowledge, promoting transparency and ensuring equal access to information.

Better Customer Engagement

Providing clients direct service through an online portal is one way to improve your customers’ experience. Online access to questionnaires can have many benefits including:

a) Reducing the time spent creating documents. Customers may enter information directly into a form, click a button, and a draft document is automatically generated (publicly or privately) for legal review. The opportunity for data entry error is greatly reduced, and the time saved on drafting this document can be spent on research, or helping other clients.

b) A standalone service where customers may visit your site and generate a legal document (drafted by your firm) like an employment agreement or confidentiality agreement. Although the user may only purchase the legal document as a single product, it is possible that this customer may return for additional legal services, that may or may not be related to the purchased form.

A tech savvy law firm that interacts with its customers using time saving technology that reduces the risk of error, promotes transparency, and saves money will outperform its peers time and time again.

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