Robotic Process Automation (RPA) For Legal Services
What makes Professionals Unique?
Robotic Process Automation (RPA) frees professionals from repetitive and redundant tasks, so you can save money while your team can focus on more strategic initiatives.
In Legal and Compliance processes, that means your attorneys and legal specialists can respond more quickly to increasing demands from clients and internal stakeholders.
- Automate workflows and processes on top of your existing systems, including legal documents, spreadsheets, PDFs, scanned documents, websites, contract management systems, and more
- Help in-house Legal Departments, as well as independent Law Firms to automate repetitive tasks. This allows all your highly skilled legal professionals to focus on the work that matters most: mastering the law, and provide your clients the best legal advice possible.
Lead Capture and Nurture Strategy What are some of the lead capture and lead nurture strategies for Legal Professionals?
Good Lead Capture Ideas for Professional Service Providers
- Educational articles
- Introductory videos
- Case Studies
- Checklists relevant for your clients
- Worksheets
Many professionals do not have a mailing list, so it is important to have a system that can create a system.
Create Different Landing pages
Focus on a specific niche market – such as certain industry that you are familiar with, or a specific type of services that you have knowledge of. Be as specific as you can, and you will be able to focus your marketing effort to drive the right traffic to the right landing page.
Automation Strategy What are some of the automations for legal professionals?
1. Client Intake Process
The client intake process is the step at the beginning of a client relationship where you collect the information you need from your client. This is your opportunity to ask your clients questions and get what you need to do the work you’re being hired for.
Lots of businesses don’t have a structured client intake process in place – and instead rely on emails and manual processes to get the job done. This can lead to frustration for both you and your clients.
2. Case Follow Up
Persistence is key when it comes to effective follow-up. If you fail to follow up, you take away their decision, and you could be robbing them of the opportunity to benefit from the value and services you provide. Having a standard process to follow up is essential in the automation.
3. Integrate with Billing and other Case Software
Our data live in different systems – be it our billing software, or our case software. Integrating these software is crucial to create a smooth workflow in your practice.
Insights Latest marketing insights for legal professionals
6 Ways to Incorporate Customer Feedback Into Your Marketing
Negative consumer comments is hard to listen to, which means in some cases it’s as well simple to create it off. The sort on social and also favorable endorsements are easier to highlight—– those really feel excellent! Yet if you’re not focusing on all client responses, you may be missing on a substantial chunk of […]