Workflow of the Week: Elevating Efficiency With Automated Matter Updates
Streamline and automate your process around matter updates — and ensure that your matter management system acts as the single source of truth for all of your legal data.
We’ve referred to matter management before as an organization’s “single source of truth” — but what do we really mean? By holding all of the legal matters that are currently in process along with a repository of all legal matters and matter updates in your company’s history, your legal matter management platform operates as the centralized location from which all data in your department flows to or from.
Without easy integrations that allow users to make matter updates from outside your matter management platform and more generally push and pull information across different technologies, however, legal teams risk data duplication, which leads to inefficiencies, lost information, incomplete compliance processes, and ultimately a lack of trust in a legal department’s processes and data.
The Importance of Matter Management as a Centralized Hub
The right matter management tool pulls together data from multiple sources and provides analytics that inform them how to move forward: where to allocate resources, how to better manage relationships with outside counsel, and how to improve matter results in the long run.
One way legal teams make their matter management system their single source of truth is with the help of workflow automation.
While matter management should have a friendly user interface with modern, streamlined processes that are intuitive, the fact is that not every user in a legal department – or in a company – needs to deal with one more application. Toggle anxiety is real: The average user toggles between applications and windows almost 1,200 times per day, and each toggle requires, on average, two seconds before the user is reoriented. The added stress of one more application is also real.
Elevating Legal Teams With Automated Matter Updates
Here’s where workflow comes in. While some legal team members will live in their matter management system, there are plenty of users who may wish to interact with matters from the safety of their email or Salesforce. With workflow automation and easy integration capacities, users can use a drop down menu to pull matter information from the matter management system without needing to interface with the system at all. Information about a particular case automatically populates into a form and guides the user to identify how a particular matter ought to be updated. For example, it may be important to add a contact, or upload a new piece of evidence years after a matter is created. With workflow automation, you can embed a form anywhere – in Salesforce, in Sharepoint, etc – and non-technical users can upload information easily. This form can even be branded to match your company’s look and feel. The best part is that your users never even need to leave their application of choice or learn a new tool.
Workflow automation helps transform a legal department’s disparate tools into a coherent and comprehensive tech stack. It brings data together through streamlined processes, accelerating and improving communication and collaboration within and outside of the legal department.
Our focus? On your success.
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