7 Digital Best Practices for Legal Professionals

7 Digital Best Practices for Legal Professionals

By talking with your clients to better understand their workflow needs and platforms they’re currently using, you can

Published By - WisdomPlexus

What Does It Take to “Go Digital” in Legal?

Industry experts predict that successful businesses will soon become 100% digital for all transactions. The key challenge is how to “go digital” in the right ways. For most companies, it will be an incremental journey. Organisations should focus on a broad enterprise-wide information governance strategy developed by IT, legal, records and business stakeholders. Doing so improves governance, risk management and compliance programs. This best practices paper outlines seven important ways that legal teams can make meaningful progress in their digital transformations.

  1. Look for paperless opportunities in core tasks:

    Effective contract management requires active involvement of all stakeholders responsible for managing the company’s commercial activities. A good starting point is to collaboratively review and map contract execution steps across your organisation to determine which transactions would benefit from digital technology.

  2. Safeguard transmissions of confidential information:

    For law firms, documents such as client intake and retainer agreements, employment agreements and other practice management forms must be handled with utmost care.

  3. Maintain greater version control and compliance:

    Document management technology helps legal teams lock down content to prevent unauthorised edits. It also enables sales, procurement and support teams within your organisation to safely send out executable documents.

  4. Use technology to align with client expectations:

    It is important for law firms to find ways to align with client processes and technologies. As an example, electronic signatures are rapidly becoming the standard in corporate business transactions. Consequently, using this technology can help your firm more effectively transact with your clients.

  5. Embrace mobile technology and workflows:

    Fast reaction times are crucial to achieving and maintaining success in high-service, deadline-driven legal environments. As a result a mobile-enabled digital workflow helps improve employee, client and vendor experiences.

  6. Understand international standards and regulations: 

    Electronic processes, often provide more evidence than a paper process such as time and date stamp, IP address, physical location during signing and more.

  7. Learn from best practices in consumer services:

    The transactional experiences we have in our daily lives like online shopping, communication and support are setting a new bar for expectations in professional services also.

Look for ways to mimic consumer services best practices in your internal and client-facing transactions.
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