How to automate a law firm

In the previous post, we analyzed the advantages and impact of process automation in the legal sector, highlighting how RPA (Robotic Process Automation) technology can provide agility and efficiency while reducing risks and costs. Law firms have to face an enormous daily workload, so maximizing their resources seems vital to their good performance. Process automation equipped with Artificial Intelligence (AI) relieves lawyers of many of their most administrative tasks, which are not billable to the client in favor of those that are. In addition, the latter are also significantly improved thanks to the simplification of existing processes and comprehensive information management that lays the basis for better legal advice to clients.

What you should have to find when it comes to automating the processes of an office

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· Determine which processes are key. As we have pointed out on occasion, in an automation project it is best to think big starting small; that is, to limit the processes that we will begin to automate in order to grow later and complete the project successfully. When determining which are the key processes, being guided by repetitive tasks that consume more resources is a good criterion, but it is not the only one, it must also be considered which of these tasks have specific execution times or which are allocated the most time.

· Prepare an execution plan. Designing an execution plan for a firm's process automation project is basic, since it contemplates a change in the way things are done and usually involves different departments. Therefore, it is very important to determine the phases, the milestones and the progressive formation of the workforce in the system, making them part of the entire process to carry out proper change management.

· Choose the right tools. Never subordinate the two previous phases to the tool you choose to deploy your process automation strategy in the office; it would be a tremendous mistake, since it is the tool that must be adapted to your company and not the other way around. For this reason, knowing how to choose the most appropriate technology and, in addition, the Partner with which to implement it, is decisive for the success of the initiative.

· Analyze your data and improve. Contrary to what one might think, process automation projects are living projects, susceptible to constant improvement; even more so in the case of a law firm, where legislation varies, especially commercial legislation. In addition, there is no better test bench than the everyday one and, with an involved template that constantly reevaluates the system, suggestions for changes, customizations or new features will soon appear, something easily accessible thanks to the low-code.

More automated processes in offices

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· Management of collective lawsuits. When class action lawsuits involving dozens or hundreds of plaintiffs are carried out, the volume of information that reaches law firms is very voluminous. Thanks to RPA technology, it is possible to capture all this information and, above all, filter it so that it meets all the requirements so that a complaint can be incorporated into the class action lawsuit, automatically generating the legal file. Its updating and monitoring can also be carried out in an unattended manner.

· Invoice management. The administrative area is another area that usually marks the initiation of law firms in process automation projects. RPA technology allows the management of invoices to be carried out automatically throughout the customer's life cycle, either by issuing and sending the invoice or receipts for provisions of funds to clients or by uploading them to their respective walls in the customer portals that some offices already have.

· Drafting of complex documents. RPA technology can also be of great help to law firms in drafting certain documents, such as rental contracts or rent deposits, certain licenses, confidentiality agreements, etc. in which the operative basis is the same, with the exception of the specific data of the parties involved, which, thanks to Artificial Intelligence (AI), can be incorporated automatically.

· Communications with customers. Law firms have long seen the benefits of automation applied to marketing and how marketing could be improved without requiring more time from their lawyers. It is at this point that the chatbots, who can inform clients of the progress of their case when there is news, alert about an upcoming date (meetings, hearings...), etc. The versatility of RPA technology also makes it possible to do so without losing personalization and closeness in the treatment, while maintaining the requirement of confidentiality required by the lawyer-client relationship.

· Customer service. Linked to the previous point, improving the client experience is essential for any law firm given the high level of competence that exists in the legal sector. Provide high-quality, omnichannel customer service (telephone, email, web, instant messaging applications, social networks...), surrounding it with other services and features such as personalized content on your customer portal wall, newsletters or payments on-line increases loyalty and, at the same time, serves to have a greater number of prescribers.

Adea Process Automation Service

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The experience accumulated by Adea in the legal sector makes it the perfect travel companion for a process automation strategy, because its know-howmakes it much easier to identify the best processes to automate, without losing the human touch in the relationship with the customer.

Adea's team of professionals works side by side with law firms to undertake a comprehensive automation project in which the structure of processes and information is jointly defined, scrupulously respecting all legal and compliance requirements required by the legal sector.

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Process automation in the Health sector

The health sector is facing major challenges that it will be difficult to face without the support of new technologies. The explosion of data to which it must respond imposes the need to make the most of them for the benefit of public health. In fact, at the end of last year, the Government announced the Strategic Project for Economic Recovery and Transformation (PERTE) for Cutting-edge Health, endowed with almost 1.5 billion euros of public-private investment, in which one of the objectives is to have a digital National Health System (SNS).

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Onboarding digital de clientes en el sector Seguros

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Presente y futuro de la automatización de procesos en telecomunicaciones y servicios básicos

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Claves para entender la transformación digital del sector retail

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Rpa, a key technology in the future of the pharmaceutical industry and life sciences

En los últimos 30 años, el sector farmacéutico ha adoptado soluciones de TI corporativas avanzadas como ERPs, CRMs de última generación, dispositivos de movilidad para los equipos de visitadores y modelos de gestión documental. Llega ahora el momento para la industria farmacéutica de seguir avanzando y empezar a utilizar la hiperautomatización como solución digital clave capaz de minimizar errores y costes operativos y mejorar la experiencia del usuario.

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Impact of process automation on the energy sector

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