Automation Is Crucial to Improving the Client Lifecycle | Legal Management

Confession time: I’m that attorney in my 40-lawyer firm. I onboard clients, dive into the matter and sometimes forget to tie up the loose ends when it’s done. It’s not intentional neglect — sometimes it’s just me holding onto the hope that the matter might rekindle. But the aftermath is a muddled conflict check process brimming with half-forgotten client names. 

It’s a symptom of a larger issue: Many lawyers are missing chances to automate and refine the client lifecycle. Though a plug-and-play fully automated lifecycle remains a dream, integrating technology we already have can work wonders. Here’s a glimpse into automation opportunities at each client lifecycle stage.

Read more: Automation Is Crucial to Improving the Client Lifecycle (alanet.org)