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What is Legal Document Automation, and Why is It the New Business Standard?

What exactly is legal document automation, and how does it serve legal teams looking for more efficiency? Drafting documents has fallen further down on the priority list amid growing demands and tightening resources...more

Inside the Mind of Your Legal Leader: 4 Challenges and Trends

As legal leaders face growing regulatory pressures, their teams are taking note (and responding strategically to new legal trends). As the race picks up across state lines and abroad to implement comprehensive data...more

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...more

Building Longevity into Your Legal Tech Stack: Start Here.

Legal teams are constantly being asked to do more with less — but what exactly does achieving “more” mean, and what does using “less” really look like? According to a recent survey, 72% of GCs believe reducing the number...more

Workflow of the Week: Automating Intellectual Property (IP) Management

Streamline and accelerate the steps for protecting and managing intellectual property rights such as patents, trademarks, copyrights, and trade secrets. Protecting intellectual property like technological advancements,...more

Driving data privacy compliance with workflow automation

Easily track, manage, archive, and audit consumer data requests, subject access requests (SARS), and other processes needed to keep your company compliant. In an era of increasing scrutiny and activity surrounding data...more

Understanding the 7 stages of the policy lifecycle (and how it relates to your technology)

The best way to think about your policy management technology? Through the lens of the policy lifecycle. Today, companies must not only comply with the state laws where they are headquartered, but must also extend that...more

Workflow of the Week: Automating the Master Services Agreement

Help your legal team avoid “roadblock reputation” and start your partnerships off on the right foot by automating the Master Services Agreement (MSA) process. Before Services or Hosting can get started working on a new...more

No-Code Vs. Low-Code Automation: How to Spot the Difference

Both low-code and no-code solutions have transformed the way people build solutions for their companies. Traditional coding can be time-consuming, resource-intensive, and often requires specialized technical expertise....more

Understanding the Routine Ethics and Conflict Disclosure Workflow

When organizations need to certify that their employees and their activities are all accounted for, they often send out a quarterly or annual certification to confirm that: But how do risk and legal teams manage an intake of...more

Workflow of the Week: Applying Automation to the NDA Process

Draft and send pre-approved NDAs in just a few clicks with workflow automation. Legal managers often find themselves caught in an endless loop of back-and-forth with signatories, painstakingly crafting Non-Disclosure...more

4 Ways to Reduce Time-to-Hire

A prolonged hiring process could be costing you quality talent — here’s how to streamline it. Once you’ve attracted the right candidates to your talent community with optimized engagement and recruitment strategies, it’s...more

Workflow Where You Work with TAP Microsoft Teams App

Mitigate toggle anxiety and elevate efficiency by eliminating the need to jump between email, TAP, and third-party platforms to check the status of or take action on in-progress workflows. In today’s fast-paced world,...more

When To Use Workflow Automation: Beginner’s Guide

Tips and strategies for knowing when to automate (and how to do it!). Workflow automation is no longer a new phenomenon in the corporate world; it’s becoming central to how companies — and their employees — understand...more

Workflow of the Week: Simplifying Financial Management Heading into Tax Season

Streamline your financial management process and ensure compliance with self-service workflow automation. A recent survey revealed that workers spend at least 25% of the work week – over two hours per day – looking for...more

Workflow of the Week: Automating Your Claims Intake Process

Cut claims processing times and ensure a hassle-free customer experience by managing the claims intake process with workflow automation technology. Claims managers know that when an incident occurs, it’s going to produce...more

Workflow of the Week: Improving Feedback with Product Management Survey Workflows

Delivering the product features your clients want and need with feedback and survey workflows. Ask product managers how they prioritize building new features, and they will tell you that it is a careful balance between...more

4 Automation Hacks to Streamline Your Hiring Process

Increase applicant flow, reduce candidate drop-off, and save your hiring managers time with automation. Hiring managers are dizzy keeping up with labor shortages and an increase in job openings...more

Workflow of the Week: Corporate Gift-Giving Guide

Your Go-To Resource for Compliant Corporate Gift-Giving: The Gift and Business Courtesy Workflow. The holiday season is here — the perfect time to show appreciation for your employees, customers, and partners!...more

Workflow of the Week: Workflow Automation for Managing Global Teams

Looking to cultivate a consistent, cohesive brand experience for employees and customers worldwide using workflow automation? Global teams provide organizations with tremendous opportunities to support their customers...more

Workflow of the Week: Streamlining Risk Assessment in Partner Onboarding

Making it faster, easier, and more reliable to assess risk in partner onboarding and relationships with workflow automation. Partner relationships help increase a vendor’s reach and allow them to meet the demand for their...more

Four Signs You’re Outgrowing Your Legal Tech Stack (& What to Do About it)

As today’s legal teams are being faced with the challenge of strategic investment – time, money, focus, etc. – can technology help fill in the gaps? Too often, legal teams think that growing – in both employee count and...more

Workflow of the Week: Super-charging Salesforce to get More Done, Faster

How manual data entry and external form requests can slow down your sales reps— and how to avoid it with workflow automation. One of the biggest concerns facing salespeople— and their managers— today is that they are...more

The Top Five Habits of Successful Legal Teams (& How to Make Them Second Nature!)

See how today’s top legal teams are leveraging technology to build habits that drive compliance, innovation, and efficiency. Experts agree that daily habits are the bedrock of success. The wisdom of the adage “an apple a...more

Workflow of the Week: Streamlining Conference Review and Approval

Leveraging workflow automation to simplify the conference review process and finalize your organization’s event agenda. There’s much to look forward to as we finally head back to in-person events. Conferences— like...more

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