Legal Guidance: Service or Product? Attorneys generally think of themselves as selling a service, not a product. But in the era of digitization and automation, it now makes more sense for some lawyers to “productize” their services, i.e., convert their services into products. The trend toward legal service productization is due to several factors. Delivery
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How to Productize Your Legal Services
Legal Guidance: Service or Product? Attorneys generally think of themselves as selling a service, not a product. But in the era of digitization and automation, it now makes more sense for some lawyers to “productize” their services, i.e., convert their services into products. The trend toward legal service productization is due to several factors. Delivery
Word Add-ins Every Lawyer Should Know
For lawyers, document drafting is a demanding and time-intensive part of the job. The constant pressure for high-quality legal documents in short time frames, especially for a high-volume practice, can be overwhelming. Fortunately, modern attorneys have access to a new way of dealing with this pressure that past generations did not: Word add-ins that assist
How Document Automation Enhances the Work Between This Attorney and His Paralegal
Josh Landsman is an attorney in South Florida with a focus on estate planning, tax, and probate & trust administration matters. Josh talked to Woodpecker’s Director of Customer Success about how using document automation to draft legal documents enhances the work relationship between him and his paralegal, ultimately improving the final work product.Q. Tell me
What is Document Automation?
Document Automation: What It Is and How It Helps LawyersDocuments are an essential part of the knowledge worker’s day. Contracts, invoices, memos, purchase orders – there is an endless list of documents that must be generated, reviewed, and processed in the modern-day workplace. And one of the industries most weighed down by this endless crush
Useful Technical Terms for Lawyers Getting Started with Document Automation
As the shift to productizing services and flat fee pricing continues to increase velocity among legal service providers, automating predictable, routine work is no longer just a nice to have. It’s now quickly becoming an imperative for firms, if they are to have any chance of remaining competitive, and even surviving, over the next couple
User Experience: How It Impacts Adoption of Document Automation
Document automation and assembly of legal documents is an indispensable process for increasing productivity and maintaining profit margins in an increasingly competitive market. Of course, that’s only when the technology is actually used (and usable), and why great user experience is everything when it comes to achieving major efficiency goals through document automation. When UX is
What I've Learned From Lawyers About Document Automation. Part I.
I’ve been working in Legal Tech for a little over two years. More specifically, I’ve been working with a company that makes legal document automation (software-assisted document drafting) specifically for solo and small law firms, Woodpecker. During this time, I’ve had the opportunity to talk with and get to know many different lawyers across all sorts
Better Together: Woodpecker + Rocket Matter
Now more than ever, it’s imperative that law firms use a reliable cloud-based legal practice management solution to enable remote work, keep matters organized, and continue with business as usual.Cloud-based legal practice management software can not only help you go paperless, but it can also help boost your firm’s bottom line by streamlining workflows and
Sign on the Virtual Dotted Line: The 6 best eSignature Options for Your Law Firm
Update to original post December 20, 2017The need for attorneys to automate in order to thrive – or possibly even to survive – in the legal industry has never been stronger. We’ve already covered how you can eliminate one of the “classic” manual headaches of running your own law firm, faxing. Now, we’ll take
Deliver More Client Value With Automated Client Intake Forms
Using automation technology to manage workflow lifecycles has long been proven to be both effective and profitable in a number of fields—the practice of law is no exception. A vast amount of valuable time is dedicated to the client intake process and streamlining this process via automation results in reducing wasted time and duplicative efforts,
Making the Case for Flat Fee Billing in Legal Services
Hourly billing, contingency fees, and retainer fees are the most common methods used by lawyers and law firms when it comes to client billing. However, attorneys are increasingly transitioning to a “flat fee” billing structure in lieu of the traditional hourly rate. Flat fee rates, or “fixed fees,” are agreed upon and usually fully paid
4 Ways Your Manual Document Creation and Collaboration Process Hurts Your Firm
When you need to draft a new contract or legal document, do you open up a template and then manually update all the merge fields with client information?And when you need to collaborate on that document with clients and/or counter parties, are you still emailing it back and forth?If this sounds like how you work,
4 Ways Your Manual Document Creation and Collaboration Process Hurts Your Firm
When you need to draft a new contract or legal document, do you open up a template and then manually update all the merge fields with client information? And when you need to collaborate on that document with clients and/or counter parties, are you still emailing it back and forth?If this sounds like how you
Improve the Client AND the Attorney Experience with Client Intake Forms
Benefits of a Client Intake ProcessThe client intake process is not only a critical step towards creating a successful attorney-client relationship, but it is also extremely useful for spotting any potential red flags or quickly fleshing out matters you would prefer not to handle. Having a standardized client intake process eliminates friction when you’re onboarding new
Estate Planners: 7 Key Questions to Ask in Your Client Intake Form
In these unprecedented times, a “meeting” with prospective clients has taken on many different forms. Whether I meet with clients virtually via a Zoom or WebEx video conference, a traditional teleconference, or a socially distanced in-person meeting wearing a protective face covering, I rely on my intake form now more than ever to make sure