Building a Robotic Process Automation Platform for a Law Firm with a Phone book
First published: July 20, 2021 @ 6:00 pm
For law firms to grow, they need to grow their customer base. They do this by focusing on high-quality client services.
Law firms have found that offering high-quality client services requires more than just one lawyer to work on a case. The key is to outsource tasks that are not the main focus of the firm and let lawyers focus on what they do best.
By taking advantage of new technologies, law firms can grow their customer base and increase the value of their service offering. Law firms today can outsource routine tasks and use the time saved to invest in other areas such as high-value client services.
By outsourcing, law firms have a chance to grow their business by doing what they do best: providing high-quality legal services.
Robotic Process Automation (RPA) is one way that law firms can take advantage of technology and digital transformation to deliver an enhanced client experience at a lower cost than traditional processes.
This article will discuss how a law firm can implement RPA to provide a higher level of client service.
RPA is a software platform that uses a combination of software, people, and process to handle routine tasks. Robotic Process Automation (RPA) is a form of business process automation that uses software robots to automate processes without any human intervention and minimizes human error.
It was first developed in 2002 by Ross Technology Corporation as “Automated Business Process Outsourcing” (ABPO). RPA uses software robots to handle routine tasks such as collecting data from various sources, formatting data, performing calculations and manipulating files.
For the purpose of this article, we will define RPA as the ability to take repetitive manual tasks and automate them using computer programs that can communicate with applications in an organization’s IT infrastructure.
These automated programs are able to mimic the actions of humans without requiring complex programming skills. The idea behind RPA is not new; We have used the approach for many years in various industries such as finance and insurance.
In the past decade, more companies have started implementing RPA because it helps them automate many tedious manual tasks and it allows them to improve their efficiency while lowering their costs.
For example, if a company receives 100 inquiries per day about its products or services through e-mail or phone calls, an RPA system can automate these tasks by accessing the company’s internal systems and collecting data.
The system can then analyze the data and generate reports, all without any human intervention. This is an example of how RPA can help improve customer service while lowering costs.
Legal process automation (LPA) is an emerging technology that uses software robots to automate certain legal tasks in law firms, including document review, document assembly, and contract management.
A LPA platform typically has three main components: a software robot, an API connector that connects the robot to applications in the organization’s IT infrastructure, and an administration module for managing robots and processes.
The LPA software robot is similar to RPA software robots in that it performs repetitive tasks without requiring complex programming skills.
However, unlike RPA software robots that typically handle administrative tasks, such as data collection or file manipulation, people often use LPA software robots for legal tasks such as contract management or document review because people specifically design them for legal workflows.
These legal-specific workflow platforms usually have two components: a tool for managing the documents (such as a document assembly or contract management tool) and a software robot that automates the legal tasks.
The API connector is an interface that connects the LPA software robot to applications in the organization’s IT infrastructure. This connector can be open source or proprietary, depending on the LPA platform that they use.
We can access some of these connectors through public APIs, while others are proprietary and require an integration service.
An administration module for managing robots and processes is similar to the administration module for RPA systems because it allows users to create and manage robots, run reports, and monitor robots’ activities.
The primary difference between the two is that an LPA administration module has additional features such as dashboards for reviewing activity metrics (such as processing time) and alerts for monitoring abnormal activity.
These additional features allow users to easily track progress and make adjustments if necessary.
The RPA platform we discuss in this article has speficiation for a law firm that has more than 200 clients. They build this platform using a combination of open source and proprietary software.
In this article, the term “phone book” will refer to the process of finding information about a client in the phone book and then entering that information into the system.
The phone book is used to identify a client’s name, address, phone number, fax number, e-mail address, website address, business type (e.g., corporation or LLC), legal status (e.g., active or inactive), status (e.g., litigant or non-litigant), litigation status (e.g., pending or closed), general ledger account number (GLAN), client type (e.g., individual or business), general ledger GLANs of other clients of the same type as the current client.
This information is useful when creating an invoice for this client because it allows you to match the GLANs of other clients with this client and whether the client is a government entity.
A phone book process has three steps:
This step requires the user to enter the client’s name, address, phone number, and e-mail address.
This information is used to search for the client in the phone book. If the client is found in the phone book, then you will be able to view that client’s information. If the client is not found in the phone book, then you will have to enter that client’s information into a new row in the phone book.
This step requires the user to enter the client’s legal status, litigation status, general ledger account number, and client type. This information is used to create an entry in the phone book.
By using this information, you can easily find the client’s contact information and billing information when you need to create an invoice for that client.
This step requires the user to enter the client’s name, address, phone number, e-mail address, website address, and business type. This information is used to update the client’s information in the phone book.
If there are any changes to the client’s information, then you will need to update that information in the phone book.
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