Legal Document Automation

Major Business Bottlenecks Solved:

  - Reduces the time spent on routine legal documentation.

  - Automates case management for better organization.

  - Enhances client communication with automated updates.

What You’ll Receive:

- Full set-up videos for each tool used in the automation.

- Access to the template link or a full build tutorial video.

- Full set-up video for the automations in question.

Automation Setup:

Purchase the product, utilize the detailed setup guide for easy integration, and transform your legal workflow with automation, streamlining your operations from the get-go. Disclaimer: This automation requires expert assistance to help set up which is priced into the overall cost. Additionally, you will need a Zapier starter plan and an optional document template provider (e.g., Formstack).

Necessary Tools:

- Zapier: The no-code automation tool that connects your suite of legal tools.

- Formstack (optional): For creating and automating document templates.

- CRM (e.g., Salesforce): For managing client information and case details.

- Email Marketing Tools (e.g., Mailchimp): To automate client communication.

- Productivity Tools (e.g., Asana): For project and task management.

Automation Workflow:

The template integrates various tools through Zapier to perform automated legal document drafting, case tracking, and client communications. Formstack automates the creation of document templates, updates them with client information from the CRM, and uses Email Marketing Tools to send automated client updates and communication.

Disclaimer: Please give us 3 days to package your automation. All automations require subscriptions to various software such as marketing tools, automation management software, or AI API which may include additional monthly costs.

Optional Services:

• Expert Management: Continuous management and optimization of your legal workflows by the COGS professionals, keeping your operations efficient and compliant.