Engagement Farming: Automating Fee Agreements Should Be a Priority for Law Firms
Document automation for law firms, can become pretty complicated – especially when you’re dealing with tiers of logic, as is common with estate planning documents , for example . But, there are simpler operations than that – more like find & replace – where you can just slot language into a predetermined s p ot . This is the easiest sort of document assembly operation there is, because you simply need to draft/update language + determine where it goes . This is how invoices are built in case management & accounting softwares : you create an invoice template, and billable items are added, usually automatically. Law firms can do the same with fee agreements – most just don’t . Lots of softwares have the capability to generate engagement agreements from templates – like customer relationship management software, case management software, accounting software, etc. For the most part, those contracts are all boilerplate, save for the ...