Law Firm Use Cases

Contract Generation
for your Practice Group

Contract Generation for your Practice Group

Improve your firm’s competitiveness by automating standard, low risk agreements

The Challenges

Manual contract drafting is often a time-consuming process that involves simple but repetitive rounds of internal changes in law firms. Junior associates and personal assistants who complete the contract templates might not be guided, creating potential risk of non-compliance and requires the time of senior lawyers to review. Further, contract automation creates efficiencies and innovation that enable alternative fee arrangements in order to stay competitive in the market and in many cases, are expected by clients.

How Checkbox Solves Contract Generation

Challenges How does Checkbox address it?

Long turnaround time for low risk, standard documents. Contracts require manual entry of customer data each time, sometimes with hundreds of fields to populate.

Checkbox builds in intuitive smart forms with complex rules and decision-tree logic, including calculations and weighted scoring to capture information for generating documents.

These documents are automatically customized and can feature:

1. Conditional clauses – only the relevant clauses are inserted into the document and numbered automatically.

2. Dynamic tables to structure information in rows and columns that are adjusted automatically to the content.

Contract templates are created by a senior lawyer, often with minimal advice and resources to enable junior lawyers and paralegals to self-create documents. This introduces confusion and inconsistencies.

On-screen guidance with personalized tooltips provides the right resources to self-generate a compliant-by-design document.

Requesting senior lawyers to review the contract is automated by Checkbox’s workflow functionality, reducing the need for ad-hoc, manual communications with the senior lawyer.

Manual look up and rekeying of data from multiple sources, such as matter management systems is time-consuming. 

Data required for the documents is automatically retrieved from various systems such as practice management systems and document management systems through REST API.

Clients experience a tedious and lengthy contract signing process by having to download, sign and re-send their contract.

Leverage e-signature in Checkbox to provide an effortless experience for clients and reduce friction and time to execution. 

Clients are always expecting new alternative fee arrangements from law firms they engage with. 

Provide additional value to clients by enabling lawyers to independently build innovation tools on Checkbox that create efficiency. This also frees up time to work on tasks which lawyer expertise is needed most.

No visibility for lawyers on the progress of document generation, and minimal analytics on the volume and types of documents generated. 

Track the real-time status of document generation with Checkbox dashboards where information such as e-signature status, and approval timestamps can be displayed. 
 
Generated and signed documents are all stored in Checkbox and can be sent to store in other document repository systems such as Google Drive, SharePoint, iManage, or NetDocuments.

Key Features

Benefits

  • Shortening the time for lawyers to generate documents empowers them to focus on high value billable work

    Providing an intuitive, self-service tool for lawyers will minimise the time required to generate documents, allowing a re-focus on billable work.

  • Eliminate contract errors and maintain compliance

    By using compliant-by-design standard templates which are on-brand, operational excellence and a consistency in the legal service delivery is achieved.

  • Improve maintainability

    Through no-code, the solution can be easily modified for any contract content, logic or format changes.

  • Improve client’s experience

    Moving from manual paper-based contracts to e-signature makes the contract generation process convenient and effortless.

  • Oversee the contract and e-signature status

    Track the progress across the stages of its lifecycle process through the Checkbox dashboard. Documents and data captured within Checkbox can be stored in other third-party systems.

What’s the Return on Investment?

On average, with Checkbox, clients save 2 hours* through streamlining the entire end-to-end journey. By assuming that 1,000 documents are generated per year, 2,000 hours from practice group in the law firm can be used to re-focus on higher priority work. This tool can also be used indefinitely as the business grows.

* Dependent on the document size

Integrations

How Does Checkbox Automate This?

1. Lawyers or clients access the self-serve tool from a portal

A URL can be embedded inside the company portal, or iFrame can enable users to access the tool while staying inside the portal.

2. Information for the document is provided

Smart forms with on-screen guidance enables a self-serve but intuitive experience for business users to provide necessary information to create contracts, e.g., contract start and end date, purpose of engagement, licence amount.

3. Checkbox automatically retrieves information from other systems

Information from matter and document management systems, such as party names, addresses, and optional clauses, can be retrieved to be used in contract generation.

4. Checkbox automatically generates the bespoke document

Legally correct contracts are created inside Checkbox based on the customer details provided and in-built complex decisioning logic including calculations and weighted scoring.

5. Checkbox automates the decisioning process

Built in decisioning logic to determine whether an approver is needed, and which level of approval is required.

6. Checkbox automatically sends the contract to relevant parties with requests to e-sign

All relevant parties follow the DocuSign or AdobeSign experience to quickly and easily sign the document.

7. Checkbox can automatically store signed contracts in other document systems

Signed documents are sent to store in central document repositories such as Google Drive, SharePoint, iManage, or NetDocuments. Oversee the document generation and e-signature status.

8. Track the end-to-end lifecycle of the document through the Checkbox dashboard

The real-time stage of the document, along with all contract and e-signature details can be viewed.

Get started with your digital transformation journey

See how Checkbox fits in with your organization by contacting us and requesting a free demo