There’s a lot that law firm staff does, in terms of client intake, that can be automated.
Like, scheduling appointments . . . and, taking payment . . . and, getting documents signed . . . and, sending followups, in general. Yet, most law firms still trust these processes to humans, even though technology tools allow for those transactions to be done without personal involvement. That includes the use of automated workflows, that are behaviorally-based = these are no longer dumb systems, that send repeated requests, even after someone has completed a first request. In automated workflows, modern technologies are smart enough to stop making one request, and move to the next, once a legal consumer or client has taken the prior step.
Now, that doesn’t mean that you employ new technology, and fire all your intake staff.
The use of technology instead gives you an opportunity to upskill your staff, and allow them to take on additional roles or more complex duties.
Every law firm employee wishes they had more time to do more substantive tasks, in lieu of rote operations, like following up with clients.
Well, here’s your chance to shine.
In the vast majority of cases, automation technologies for law firms are assistive technologies, and do not replace higher-level jobs.