Lawyers, Law Firms and Workflows – How Does it Connect?

Most law firms start small and even when they eventually grow up with many attorneys and administrative assistants, they would still require a centralized platform to easily stay in touch with one another.

streamlining law firms workflows

In a typical scenario, if the paralegal is always bombarded with work in all directions and even the smallest mistake could cost a fortune if paid by the company.

Whether you are working in the company or hired as an employee doesn’t matter because you can suggest the importance of using workflow software for law firms to ease things up.

Here are some of the most prominent benefits of having automation workflow software to help in managing a legal firm.

1. Helping Attorneys Automate Tasks

A typical software designed for law firms will let you create your own workflow without coding knowledge. A document request can be initiated by the lawyer through the subpoena duces tecum template found in the software.

The long list of processes that follows including

  • Acquiring internal approval from paralegal service
  • Logging the date and other information
  • Follow-up receipts and
  • Organizing the finalized documents

All these can be handled digitally with the help of the workflow software. It will be fully automated to avoid any delays or lack of access caused when documents are handled manually.

2. Speeds Up Approvals

Everything about a law firm revolves around an approval. Be it submitting client documents, creating a subpoena with necessary information and the documents that you are going to produce during a court trial has to be approved by the senior before it passes through.

Instead of manually handling tons of paperwork that could get easily lost or damaged, it can all be done online.

An added advantage is that if the senior legal advisor, client or anyone involved is in a different locality, it is easy to get it done online. All the documents are conveniently and securely stored on the cloud providing easy access for reviews and final approval.

This will save lots of time and remove the hassle of having to send e-mails back and forth.

3. Connects People and Makes Use of Existing Resources

A law firm consists of different resources including

  • Paralegal
  • Associate lawyers
  • Partners and
  • Clients

Everyone has to work in coordination to achieve the final result. Each case will have a specific number of files to be paired together, maintained and submitted when required. The questionnaire provided by the client should be kept safe.

With the help of workflow software, you can finally keep track of multiple documents in one place. There is no need to create chaos among the firm’s employees and attorneys but rather make use of the existing resources in an efficient manner.

It is easier to assign tasks based on individual capability and if someone is good at gathering evidence, let them do it and submit it online. Each stage is essential to winning the case and an organized office paves way for it.

4. Creates a Professional Work Atmosphere and Extract the Best Out of Each Employee

Every full-time employee that you hire can work only for specific hours in a day which could be eight to nine hours at the maximum.

Bringing the best out of each individual is mandatory because you will be paying salary, insurance, and other benefits to each one of them. Only when they contribute can they help the firm make income beyond their salary. Besides, it is also necessary to retain employees after spending months training them.

A company that makes use of powerful workflow automation tools and related software to streamline their business will create a positive outlook among its employees.

Besides, the tools also pave the way for better task management, reduced wait times and approval rates. It will help you attract talented attorneys, interns, and skilled administrative assistants to join the organization.

5. Administrative Tasks Can be Handled by a Much Smaller Team

Be it a startup or a huge law firm, you need not spend thousands of dollars in having a large administrative team. Instead, investing in workflow software will help you achieve the same with a lesser number of people.

Internal work as document maintenance, invoice clearance and other non-billable tasks to the clients can be completed in a much shorter time.

You can consider hiring just half-a-dozen people for a large firm as the software can help you take care of the rest.

6. Client Billings and Database Management Made Easy

Converting the bills that you send to your clients into cash in the fastest manner will help ensure smooth operations.

At every step, the accounting or administrative team can add services to the bill. It saves the time spent in creating an invoice once the entire lawsuit is over and even when it is done, the chances of missing out on a service provided are much higher.

Faster invoices obviously lead to quicker payments and all these contribute to the efficient functioning of the law firm.

Cflow for Law Firms – The Only Workflow Automation Software Required

Designed to be highly versatile, easy to use and no-code design, Cflow is the only software you will ever need. The software has a very simple learning curve that anyone in the organization could start using it right away.

It has all the features including being able to create easily automated approvals, document management, cloud-based access, and automated notifications to keep paralegals, associates and senior attorneys in the loop. It speeds up the entire process, saves your precious time and provides a streamlined solution for the law firm.