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Best Legal Workflow Automation Solutions

Particularly present in the world of marketing, legal workflow automation makes it possible to gain in efficiency. Various tools and various legal workflow automation platforms exist today in an ultra-competitive sector.

To make things easier, try to think of the legal workflow as a construction plan for an Ikea piece of furniture: it shows you how to assemble the piece of furniture step by step. Each of these steps is preceded and followed by another until finalization. It also tells you how many people should be involved in the assembly, what accessories are provided, and what tools will be needed. Sometimes the manufacturing time is also specified to you.

The procedural legal workflow

That’s when the machine purrs. The business processes are perfectly mastered and always identical. Everything is predefined. We are talking about a “frozen” path. For legal workflow automation, this is a perfect choice.

The ah hoc legal workflow

Less locked in, this “legal workflow” invites users to intervene collaboratively to move the process forward and bypass any obstacles. We are talking about a “dynamic” path.

In both cases, the legal workflow has a particularity that we have not yet mentioned. This instrument for streamlining legal workflows is part of an automation approach directly linked to the computerization of processes. To go further, discover some legal workflow examples. The concept is therefore not recent. But its importance grows as the tools become more specific and efficient.

What is automation legal workflow?

Can be translated into French as “the automation of the workflow” legal workflow automation defines a process intended to automate the flow of information in a company. Concretely, this involves automating specific tasks via a succession of automated actions.

What about the use cases (examples) of legal workflow automation?

The use cases for legal workflow automation are extremely varied and can meet different needs. Legal workflow automation, or legal workflow automation, can, for example, make it possible to:

  • Create an automated email scenario
  • Bounce back from a cart abandonment by sending a promotional code, an additional offer or a reminder of the products still available in the cart
  • Automate the process of sending email on key dates in the calendar (birthday of a client or employee, etc.)
  • Set up a nurturing legal workflow etc.

Why use automation legal workflow?

The automation of legal workflow has several advantages. First of all, it saves time and efficiency by freeing some employees from repetitive and unproductive assignments. In fact, these same employees can now concentrate on more important missions. The automation legal workflow also limits the risk of errors linked to human intervention. Automating legal workflows can also be very helpful in streamlining communication.

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