News & Analysis as of

Automation Systems Legal Operations

Epiq

Want AI? Consider Workflow Automation Technology

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The hype around Gen AI has contributed to a wave of interest in how to apply many forms of AI, not just Gen AI. As companies promote the adoption of AI enterprise-wide to remain competitive, some in-house legal departments...more

Ankura

Streamlining Document Review in Due Diligence: How e-discovery Tools Enhance Efficiency

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In the fast-paced world of legal due diligence, efficiency and accuracy are paramount. Law firms often face the daunting task of sifting through massive volumes of documents to uncover relevant information. This process can...more

UnitedLex

Is Your Data AI-Ready?

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Organizations of all sizes are asking legal teams to go beyond pure legal risk management and compliance, be more cost-efficient, and manage more cases involving more volumes and more and emerging data sources....more

Robinson+Cole Data Privacy + Security Insider

American Bar Association Issues Formal Opinion on Use of Generative AI Tools

On July 29, 2024, the American Bar Association issued ABA Formal Opinion 512 titled “Generative Artificial Intelligence Tools.” The opinion addresses the ethical considerations lawyers are required to consider when using...more

ClientsFirst Consulting

Four Steps to a Successful CRM Implementation

When successful, a CRM system helps firms efficiently manage contacts and tracks interactions with current and potential clients to improve business development outcomes. Without a proper implementation strategy, however, a...more

Epiq

Generative AI and CLMs: The Present and Future of Contract Lifecycle Management | Epiq

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Generative AI momentum continues to build in legal, with contracts being an area where it’s expected to have a meaningful impact. Ziad Mantoura, Senior Vice President and General Manager of Epiq’s Enterprise Legal and...more

Epiq

The Benefits of Embracing Workflow Automation

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The principle of doing more with less is crucial in today’s rapidly changing business world. In-house legal departments consistently face rising workloads in the face of frozen headcounts. These market conditions paired with...more

Epiq

Reimagining Law Firm Operations: Insights from the Am Law 200 C-Suite

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In a time where hybrid work models have transitioned from being an exception to the standard, law firms find themselves at a crossroads, needing to reinvent their operational strategies to remain competitive. A...more

Goulston & Storrs PC

Future Lawyer USA: What's in Store for Generative AI in the Legal Industry?

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We recently had the opportunity to attend and present during the recent Future Lawyer USA (FLUSA) event. Organized by Cosmonauts, the event features diverse perspectives and valuable insights from seasoned legal industry...more

ClientsFirst Consulting

How to Improve Data Quality

The legal industry thrives on accurate information. Client information guides marketing, improves operations, and ensures lawyers give clients the best representation possible....more

ClientsFirst Consulting

The Importance of Assessing Your Firm’s Needs Before Investing in a CRM System

According to a recent survey by Thomson Reuters, less than 10% of firms find their current CRM system valuable, and nearly 20% find it not effective at all. Too many firms have failed to accurately assess their needs before...more

ClientsFirst Consulting

The Hidden Cost of Bad Data in Law Firms - and How To Fix It

In today’s data-driven world, law firms rely on large amounts of data to develop relationships, win new business, and serve client needs. Whether attorneys or professionals are managing client relationships in their CRM or...more

ClientsFirst Consulting

Getting Real About CRM Success: Four Steps to Safeguard Your CRM System

Implementing a CRM system in a law firm is a tumultuous process that is filled with many challenges and milestones. After the initial stages of the rollout are completed – assessing the firm’s needs, selecting the right...more

ClientsFirst Consulting

Three Red Flags That Suggest Your CRM Data Has Gone Bad - And What to Do About It

Within the past few months, we have heard a lot about ‘red flags’ which are essentially behaviors or indicators that raise concerns about the health of a relationship. Whether your partner chews with their mouth open, or you...more

Ward and Smith, P.A.

Generative Artificial Intelligence for Legal Departments

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In a recent presentation by Ward and Smith attorney Angela Doughty, in-house counsel received an overview of Artificial Intelligence (AI), how it can be used for various legal tasks such as research, discovery, and contract...more

ClientsFirst Consulting

Five Steps to Revamp Your CRM System This Spring

As the days lengthen and flowers begin to bloom, spring isn’t just a time for nature to awaken – it’s the perfect opportunity to awaken your CRM system from hibernation.  After the hustle and bustle of fall and winter,...more

Napoli Shkolnik

Are AI’s Impacts on the Legal Profession Exciting or Scary?

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When AI innovator OpenAI released ChatGPT in November of 2022, it sent shockwaves through the world, from tech leaders to academia. Quickly, stories surfaced of people using ChatGPT to “cheat,” from students turning in papers...more

ClientsFirst Consulting

Four Strategies to Turn Your CRM into a Pot of Gold

Finding the right CRM system for your law firm can be trickier than catching a leprechaun. There are many options to consider, each with its own unique features and functions....more

ClientsFirst Consulting

Cleaning Up Your CRM Data: Five Ideas to Get Started

In today’s day and age, we are inundated with large amounts of data, coming in from new sources, containing a greater variety and more complex data sets. But what we need isn’t more data, but better data. According to trusted...more

Mitratech Holdings, Inc

[Event] TAP on Tour - January 29th, New York, NY

Back by popular demand, Mitratech is hitting the road again in 2024 for another rendition of our TAP on Tour Event series. Last year, Mitratech traveled to six cities — joined by over 100 automation beginners and experts —...more

Mitratech Holdings, Inc

[Webinar] Knock! Knock! Opening the Legal Front Door to Self-Service Contracting - January 23rd, 9:00 am - 10:00 am PST

Every day, legal is bombarded with “urgent” requests that hinder efficiency and distract from larger priorities. In an effort to manage and field requests, many legal departments are leveraging technology to create a ‘legal...more

ClientsFirst Consulting

Six Festive Strategies to Enhance Your CRM

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As the holiday season rolls in, bringing a spirit of joy and celebration, it’s the perfect time to revitalize your Customer Relationship Management (CRM) system. Just as we deck the halls and trim the tree, your CRM deserves...more

ClientsFirst Consulting

Navigating the Marketing, Business Development and Sales Continuum

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For years, law firm client development has evolved along a continuum, from marketing to business development to sales. While the individual paths may be distinct and may diverge in some areas, it’s vital to be able to...more

ClientsFirst Consulting

10 Tips to Maximize Marketing and Business Development Technology Value

Effectively leveraging marketing and business development technology is crucial for law firms looking to stay competitive and foster growth (which should be every law firm!). Marketing and business development...more

ClientsFirst Consulting

Five Ways to Use Advanced eMarketing and CRM Features in Business Development

Integrating eMarketing and CRM isn’t just a good-to-have feature in your marketing and business development efforts; it’s essential for optimizing client outreach and maintaining data quality. Nurturing and growing your...more

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