How to improve the productivity of your legal secretariat through automation
Innovation in our digital and artificial intelligence world continues to accelerate.
The Internet only really developed at the end of the 1990s. And yet, it has already turned our societies and our organizational structures upside down.
For several years now, legaltech has been sending shockwaves through the legal and accounting professions.
Whether it is the profession of lawyer, chartered accountant or legal secretary, the way of working and the missions expected from these professions are changing year after year.
If these technologies have often been viewed with reluctance by lawyers and accountants at first, the productivity improvements they bring are in the end an incredible opportunity to improve the added value brought to clients by distinguishing the tasks that can be automated from those that, with high added value, cannot be.
The legal secretariat is no exception to this trend. Let’s see in this article how legal secretarial work is evolving in the legaltech era. Which tasks can be automated and how is the profession evolving?
The legal secretariat, a role for law and accounting firms
A legal secretary (or legal assistant) has the task of carrying out the usual secretarial tasks adapted to the field of law and figures.
Depending on the organization of the firm and the level of qualification of the legal secretary, he/she may have the role of an assistant or be a real executive secretary.
In addition to managing the schedules and timetables of the lawyers for whom he/she works, a legal secretary is also involved in the administrative side of the firm. For example, he/she will be able to handle the firm’s mail and emails, and to format documents (conclusions, roles, contracts, proceedings, general assemblies, etc.)
The legal secretary will also be able to help in the management of the files and to gather the necessary information for the decision-making of the various missions in progress.
In a word, the legal secretaries maintain the efficiency of all the administrative procedures and the management of the files in order to guarantee reliability and coherence within the structure where they exercise.
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A profession that will evolve with the automation of legal tasks
Legal task automation is the use of tools and technologies that allow legal teams to streamline their work and gain productivity by automating a set of tasks. Through legal task automation, teams will be more productive and the firm will be more profitable.
As artificial intelligence and legal automation technologies continue to develop, tasks that are less valuable to the end client but essential to the firm’s operations will be increasingly automated over time.
Learn more about business process automation,read this article
Among the different actions that can be easily and efficiently automated today, we can mention:
- The composition of questionnaires to collect all the information necessary for the creation of a document;
- Automatic generation of documents thanks to customized templates based on the information collected with the questionnaires;
- Automatic progress of the files with the automatic sending of notifications or emails;
- Tracking of changes made to documents by highlighting the respective fields and defining a validation step if necessary;
- Electronic signature of documents and online payment;
- And much more.
All these tools have a direct influence on the duties of legal secretaries, which will allow them to save a lot of time on their activities.
Indeed, as a legal secretary works on many administrative tasks, there is no doubt that this function is directly impacted by the arrival of legal automation software.
Here are some examples of tasks on which automation tools can help legal secretaries to improve their efficiency:
Whether it’s managing schedules, sending invoices, getting documents signed or inviting people to meetings, all these tasks can be completely or almost completely replaced by task automation tools.
Reporting can also be done in a much simpler way thanks to ergonomic dashboards providing the essential useful information at a glance.
Follow-up of files and reminders to clients and collaborators
It is now possible to integrate all parties in a file into the same workflow. For example, when a document is ready to be checked, a notification is sent to the lawyers or accountants to inform them. When a document needs to be signed by a client, an email is automatically sent to the client with a link to sign it electronically within seconds.
Moreover, by centralizing documents in a single secure location using the cloud, document management is greatly simplified.
The drafting of acts and documents
The integration of intelligent documents in a structure allows you to save a lot of time on the drafting of different contracts and other acts.
Thanks to the workflows, you only need to work from a template that you will automatically complete by answering a questionnaire beforehand.
It is therefore obvious that the automation of legal tasks will change the way legal secretaries work in the years to come. But will all these productivity improvements bring about the end of this profession?
Is this the end of the legal secretariat?
If these tools will eventually allow small firms that do not currently have a legal secretary to continue without one, what about firms that currently have a legal secretary?
One thing is certain, this profession will evolve over time. If the function is not going to disappear, its missions will have to evolve by taking into account these technological evolutions.
Digital technology has already changed the way law firms are organized, and we are only at the beginning.
If the new missions and skills required by tomorrow’s legal secretaries are not yet defined, certain trends seem to be emerging.
The function will certainly be less focused on the law, unless the employer specifically wishes otherwise. It will certainly be much more transverse and will serve as a link between the different partners and departments of the same legal structure.
It is probable that an increase in management and communication missions are also possible for the future of this profession.
Finally, one thing seems certain, a good mastery of digital tools will be mandatory.
Want to learn more about how to integrate automated workflows into your practice, sign up for a demo so we can show you all the features of ALF and the many opportunities our solution presents for your firm.