Legal
Automation

Do more with less by shifting your attention to where it matters the most whilst providing a superior client experience through self-serve legal services.

Legal Automation is the use of tools and technology to enable legal teams to digitise, streamline, automate and measure legal work.

Why is Legal Automation Important?

Corporate legal departments are constantly faced with the challenge to do more with less. Given that people are an expensive limited resource, doing more translates to leveraging process and technology. However, there is little to no support provided to legal from a priority or budgetary point of view when it comes to technology, and as a result, legal teams continue to work in very manual ways.

This results in legal counsel having to do tiresome work that is repetitive and low value, with the side effects of the legal department becoming a bottleneck for the business and a lack of visibility and inability to report on legal data and activity.

Whilst this reality is nothing new, contemporary changes in the industry have driven the attention to finally translate into action.

These driving factors include:

  1. Year on year budget cuts or reduction of headcount
  2. Corporate strategy for cost reduction and simplification
  3. Increasing volume of legal work as businesses and regulatory environments become more complex
  4. Legal departments wanting to move up from simply being a support function to becoming more of a strategic adviser to the business

Disciplines like legal operations (or ‘Legal Ops’) have emerged and are seeing legal departments run like a business and focus on optimising the delivery of legal services to their business clients – with legal automation being a key pillar to achieving this.

Use Cases for Legal Automation

Legal automation empowers the legal team to create self-serve and self-help tools for their clients. This frees the lawyers to focus on the high value tasks where they can uniquely add value as experts, such as engaging in negotiation and providing strategic advice.

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Legal automation is best deployed to automate all the low-value, low-risk legal work so that lawyers can focus on the high-value, high-risk work. The result is the creation of no-touch and low-touch legal activities which gives time back to legal teams and only involves them when necessary.

At Checkbox, we’ve come across 6 common categories of use-cases for legal automation:

  1. Intake and triage
    Create a legal services request gateway that enables self-service and standardised, automated triage
  1. Document generation workflow
    Generate standard documents like NDAs, letters, T&Cs and justification notes with signature workflow
  1. Approval workflow
    Digitise and facilitate approvals for document execution, contract review, and delegation of authority (DoA)
  1. Weighted risk assessments
    Automate multi-factor risk assessments in areas like privacy, safety, claims and compliance
  1. Self-serve FAQ advice
    Enable self-service to common, low complexity queries about company secretarial matters, policies and ethics
  1. Bulk Contract Renewal
    Create hundreds of renewal contracts in minutes, error-free, using automation

Benefits of Legal Automation

There is a reason why legal automation is a key pillar of any legal operations or legal transformation strategy. Whilst other legal technology may help lawyers organise and manage their work, legal automation uniquely shifts the type of work of legal departments to enable them to truly do more with less, whilst also creating visible and direct improvements to the delivery of legal services to their business clients.

Some benefits of legal automation include:

  • Giving time back to legal teams – refocus the legal team on high impact tasks by creating automation and self-service journeys for the low complexity tasks.
  • Faster turnaround for business clients – remove bottlenecks to progress deals faster by improving accessibility to services through self-service whilst shortening the queue for high importance legal requests.
  • Higher compliance – improve accuracy and adoption of proper practices and processes.
  • Standardisation – create operational excellence and consistency of service delivery.
  • Data capture – gain access and report on data that isn’t captured in existing manual methods of working, such as email and phone calls.

Checkbox as a Legal Automation platform

The Checkbox legal automation platform empowers legal teams to build legal automation tools using drag and drop. Trusted by the best brands globally across legal teams of all sizes, Checkbox has been a critical piece in their legal transformation journey, providing not only the best in breed automation technology but the expertise to ensure success.

Checkbox is known for being the easiest to use, yet powerful legal automation platform available. Combined with our deep expertise in legal automation and transformation, we are excited to demonstrate to you why the best continuously choose Checkbox and why they always succeed with us.

Learn more about legal automation solutions built on Checkbox

Non-Disclosure Agreement (NDA)

Generate Non-Disclosure Agreements from an intuitive digital questionnaire and facilitate the approval and signature process around the document

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Automated Intake & Triage

Access legal services through a centralised, streamlined & standardised process that enables self-service resources, automated tools, or escalation to the right lawyer

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Document Execution Approval

Guide users through the review & facilitate a digital approval process around agreement signing and execution depending on factors such as contract value & transaction type

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