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.