In legal case management, efficient workflows and effective communication are crucial for success. Clients value a fast-conveyancing process and clear communication, and technology can be a game-changer in achieving these goals.
Automated workflows are a powerful tool for legal professionals, allowing them to track their matters’ progress in chronological order easily. Tasks, emails, appointments, forms, and documents can all be automated, with automatic reminders to follow up with clients. Workflow templates can be pre-built for specific matter types, saving time and reducing errors.
One of the most significant advantages of automated workflows is the ability to minimise administrative errors. With workflows in place, legal professionals can ensure that every step of the process is completed accurately and on time. This improves client satisfaction and reduces the risk of costly mistakes.
So, what are automated workflows?
Workflows are a pre-determined list of items that appear as a group. We visualise ours as “bubbles” or “milestones” connected and laid out in a timeline. Each milestone has a list of to-dos and a list of relevant documents, and as each one gets completed, it turns green. Milestones will appear red if their deadlines haven’t been met or passed; if you get delayed, you can push back the deadline not to confuse you, your clients or case manager.
In the past, sending out Welcome Packs, drafting emails, and tracking follow-ups would take up a significant chunk of your time. But with automated workflows, these tasks are now a breeze. Instead of spending hours manually finding and attaching documents to emails, Hoowla’s intuitive system can do it all for you with just the click of a button. You can streamline your entire conveyancing process, from sending out Welcome Packs to following up on TA documents and SDLT forms. Plus, with automatic reminders to follow up with clients, you can be sure you never miss a beat.
That’s not all, the following can be automated in the Hoowla system:
- Tasks: Create tasks to remind yourself or users to complete an action before a due date
- Emails: Draft a new email or use an email template to send correspondence to any contact on the matter.
- Appointments: Schedule an appointment with a client and send a confirmation email.
- Forms: Send intake forms to the contact or fill them out yourself.
- Documents: Send an E-Signable document via email to the contact or have them e-sign the document in person.
- Workflow Templates: A Workflow Template is a pre-built list of workflow items (Emails, Tasks, Appointments, Forms & Docs). This is very helpful in creating repeatable workflows for specific matter types.
- Automatic Reminders: Set automatic reminders to follow up with clients after sending out your welcome pack and online data requests.
Cloud-based systems offer even more benefits, allowing legal professionals to access their case management tools from anywhere and collaborate with their team effectively. What’s more, setting up an automatic workflow or setting automatic reminders and to-dos doesn’t require a developer to configure, saving you both time and money.
In addition to improving workflow processes and client satisfaction, automated workflows can lead to increased revenue for law firms. Legal professionals can take on more cases and generate more revenue by streamlining processes and reducing administrative errors.
Consider implementing automated workflows if you’re a legal professional looking to improve your case management processes. With the right tools, you can provide excellent customer service, improve your efficiency, and increase your revenue.
At Hoowla, we offer an intuitive automated system with proven results with legal professionals across the UK. If you want to automate your workflow processes, book a free, no-obligation demo with Hoowla today.
This article was submitted to be published by Hoowla as part of their advertising agreement with Today’s Conveyancer. The views expressed in this article are those of the submitter and not those of Today’s Conveyancer.
