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Automation in the Law Firm 


Move away from manual processes and improve the quality of outcomes. 

With Document & Workflow Automation, translate your legal, business, and client expertise into workflows, templates, and apps to support mission-critical processes. 

With Smart Automation in Search, provide the "connected" employee experiences, completions of tasks with a click of a button and without leaving search.

The resulting consistency, connectivity and shorter path to completing the tasks streamlines operations and saves the firm time and money.

Key Benefits of Using Automation


Improved customer experience

Focus on tasks that add value to the client experience by automating the administrative ones. Improve visibility and customer service by providing customized portals that show real-time status and enable self-service for all team members and clients.

Streamlined service delivery

Reduce errors, increase quality and consistently deliver exceptional services through standardization and automation of business processes.

Reassured compliance

Reduce the cost of compliance by
automating and auditing key business processes.



Optimized resource allocation

Maximize your resources by ensuring that the right person is focused on  the right job and has the information they need to make informed decisions.

Simplified operations

Intelligent process automation can simplify operations such as case management or billing, or document productions.

Increased productivity

Increase revenue and protect margins by automating time-tracking and billing to reduce errors and time it takes to handle the process the old-fashioned way. Make improvements based on past performance.


Common Automation Targets in Law firms

Data Minds Automation for Legal - New Matter Intake

New Matter Intake

Automatically collect important information from attorneys, paralegals, intake specialists, and others and make intake trackable and searchable. Digitize client collaboration, sending instant notifications when a task needs completion rather than time-consuming emails.


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Case Management

Simplify case management by collating case information in one workspace—digitizing document, contract and data management to improve  collaboration. 

Make client matter information available through search, and automate and integrate the related processes with automation tools such as NetDocuments PatternBuilder and Upland BA Insight SmartAutomation.


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Client Billing

See billing information in a central location to simplify billing and payment collection. Auto-generate client invoices with contract details and immediately update accounting records. 


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Document Production

Allow business services teams to seamlessly manage requests for
things like binding, and transcript services in a queue based on priority. 

Produce monthly reports to generate a bill to recover the cost from each department/function.


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Data Minds Automation for Legal - Case Management

Legal Document & Workflow Automation

Collaborate in a transparent and effective way, organize and find information with ease, and leverage your expertise into templates, workflows and apps that support your firm's mission critical processes.

NetDocuments PatternBuilder is the tool to easily automate your unique expertise and processes so that they can be repeated predictably every time.  
                                                           


Data Minds - NetDocuments PatternBuilder

Robotic Process Automation and Integration

SmartAutomation enables completion of any task with a click of a button. It is a highly scalable, purpose-built platform which allows for building automations and integrations for business and enterprise systems and processes. 

It provides the "connected" employee experience regardless of where the data or systems and applications reside and allow for completion of tasks with a click of a button - all without leaving search.


Data Minds - BA Insight SmartAutomation



Let's Talk!

Move away from manual processes and improve the quality of outcomes. 

The resulting consistency, connectivity and improved processes streamlines operations and saves the firm time and money.

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