Legal Workflow Automation: Improve your Firm’s Efficiency

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Legal software automation


As professionals in the legal services industry, we are quite resistant to change. Some legal professionals prefer sitting in an office, carrying out time consuming, manual processes, such as trawling through mountains of paper and continuing to operate in the manner that lawyers always have.

The unfortunate reality is, that this is not an efficient or viable matter to operate a successful legal business.

The adoption of software that acts as robotic process automation (RPA) to implement legal workflow automation is essential to improving business processes, ensuring increased profits and returns on investments.

RPA for the uninitiated, is the application of technology that allows a company to configure computer software or a “robot” to capture and interpret existing applications for processing a transaction, manipulating data, triggering responses and communicating with other digital systems. The leading example of this in the legal sector (and the only one accredited by the law society) is Proclaim Case Management Software.


Legal workflow automation


The implementation of automated processes is possible using many case management solutions, with the most obvious choice being Proclaim.

Automated workflows can be set up within many case and practice management systems. Workflows can allow for a number of legal processes to be triggered and carried out automatically to ensure the smooth running of law firm operations.

An example of legal workflow automation in action is a setup which ensures effective communication between the law firm and its clients.

With the right setup, a legal business can ensure that they have a system that guarantees effective and prompt communication with clients and business associates.

One of the many types of systems that could be developed within a case management system is a client care system that would enable the client to be contacted automatically throughout their case at key milestone.

Additionally, triggers can be automatically setup to notify third parties at key stages.

Need to ensure the engineer provides you with his report so you can get the client out of hire? No problem, setup an automated email, fax, letter or SMS to remind them the day after the inspection. Medical Reports coming in late?

Not an issue, send an email every few days after the appointment to the agency requesting the report until it arrives.

Legal workflow automation can be set up and used for any legal department in any area of law. A good example of this would be within conveyancing as cases have many steps. Many of these steps can be automated within a workflow to ensure each stage is carried out effectively and in good time.


Legal document automation within Proclaim CMS


The legal document automation solution is an essential feature within the Proclaim case management system that streamlines the creation, management, and storage of legal documents. It allows users to automate the generation of standard legal documents, such as letters, contracts, court forms, and other legal paperwork. Automated legal technology significantly reduces the time and effort required to create documents manually, minimises the risk of human errors, and ensures consistency across the documents produced.

Key features of legal document automation within Proclaim may include:

  • Templates: Proclaim provides a library of pre-defined document templates that cover various types of legal documents. Users can customise these templates to match their specific needs, branding, and preferred formatting.
  • Merge Fields: Within the document templates, users can insert merge fields that pull data directly from the case management system. These merge fields automatically populate the document with relevant information, such as client names, addresses, case details, and other relevant data.
  • Workflows: Document automation can be integrated into Proclaim’s workflow system. Workflows define the sequence of tasks and actions required for specific types of cases or processes. Automated document generation can be triggered at specific points in the workflow, ensuring that documents are created at the appropriate stages of a case.
  • Document Assembly: Proclaim can assemble multiple documents into a single cohesive bundle, allowing users to create comprehensive document sets for complex legal matters.
  • Version Control: The system typically maintains a version history of generated documents, allowing users to track changes and revert to previous versions if necessary.
  • Document Management: The system may have a built-in document management system that organises and stores generated documents securely within the case file. This ensures easy retrieval and access to all relevant documents related to a specific case.
  • Integration with External Tools: Proclaim may support integration with third-party document automation tools or Microsoft Word, allowing users to leverage their existing document templates and streamline the automation process.

Overall, legal document automation within Proclaim enhances efficiency, accuracy, and productivity for legal professionals by automating repetitive tasks and enabling them to focus on more strategic and complex aspects of their casework.


Benefits of legal workflow automation


There are many benefits of implementing legal workflow automation into your business operations; some of which are listed below:

Saves time: Tedious, administrative, repetitive tasks that are currently carried out by fee earners can be eliminated, allowing them to spend more time focusing on the more complex issues, and consequently resolve more cases, much more promptly.

Improved client service: If clients are kept updated throughout the case, it ensures clients are happier and more informed, therefore reflecting well on the firm and improving client intake through recommendations and reviews. Additionally a more informed client is less likely to regularly contact their case handler requiring constant updates on their case.

Increased productivity: If fee earners are not spending time on tedious tasks, such as updating clients on the progress of their case, in turn, it allows them to become more productive. They can rely on their case management system to automatically provide the client with a reliable update on case progression. This, instead means they can focus on progressing the client’s case to a successful conclusion quickly and efficiently.

Reduces errors: Legal workflow automation reduces fee earner errors by automating repetitive tasks, ensuring consistent processes, and minimising manual data entry, leading to fewer mistakes and improved accuracy.

Reduced administrative overheads: Legal workflow automation also it reduces administrative overheads on your fee earners. Allowing them more time to actually generate revenue.


How Legal Practice Support can assist


The software development team at Legal Practice Support can help you reap the benefits of legal workflow automation by developing and optimising your case management system. We specialise in Proclaim development; however, we have experience in developing all legal case management systems.

We provide a range of services to all types of legal professionals to help their firms become more efficient and more profitable.

Our services include:


If you would like to speak to an expert about how our team can help your firm maximise profits, contact us today. We can be contacted via e-mail at, or get in touch with us via Live Chat or the contact form, below.


Satisfied client stories

"Since we first began utilising the services of Legal Practice Support, we have seen a dramatic improvement in the capabilities of our Proclaim system. The system has seen substantial enhancements with regards to automation; tasks that previously could take staff hours, can now be completed within minutes."

Mark Brierley

Director, Beacon Law

"Prior to their (Legal Practice Support) involvement, we had little to no reporting; and what we did have was generally manually accumulated data on spreadsheets. Since Legal Practice Support began enhancing our system, they have enabled us to receive key management information as and when required, which allows us to evaluate key areas of the business, as well as provide overviews of fee earners' case progression and their performance amongst other things."

Mr L Ali

Director, Hunter Price Khan

" We have had the out of the box Proclaim system for many years, and whilst we were content with its performance, it wasn't until we utilised the services of Legal Practice Support to help streamline and automate our workflows that we really saw its potential to save time and money by maximising the efficiency of our workflows."


Yasar Ali

Clarity Solicitors

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