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Workflow Automation for Legal 101

Come explore legal automation from its fundamentals - what is it, how is it different, and why do legal operations teams, new and established, center their strategy around it. In this webinar we’ll discuss: • What is workflow automation? • What is 'legal' about legal workflow automation, and how does it compare with IT enterprise workflow automation platforms? • Where does workflow automation fit within the legal tech stack? • How does workflow automation platforms differ from workflow automation as features within CLM and matter management? #legaltechnology #workflowautomation #legalsolution Discover how workflow automation can benefit your team and organization - https://www.checkbox.ai/demo ⏱️Timestamps 5:12 - Defining Workflow Automation 10:23 - Characteristics of Workflow Automation 12:04 - Benefits of Workflow Automation 13:08 - Legal Teams' Focus on Contracting Workflows 13:39 - Workflow Automation as the Swiss Army Knife of Legal Ops 14:11 - Workflow Automation as a Vehicle or Transit System 14:41 - Leveraging Technology to Streamline Processes 15:10 - Balancing High-Value Work with Routine Tasks 16:06 - Workflow Automation's Intersection with Enterprise IT 17:00 - Workflow Automation's Natural Fit in Legal 18:06 - Unique Characteristics of Legal Workflow Automation 19:08 - The Focus on Self-Service Contracting 20:10 - Integration and Template Benefits in Legal Workflow Automation 21:31 - Changing Perceptions of Legal as a Cost Center 22:00 - Legal Demonstrating Impact on Revenue and Business 22:28 - Shifting Processes to Structured Formats for Analytics 22:56 - Utilizing Data for Business Insights and Efficiency 23:23 - Analyzing Process Bottlenecks and Enhancing Efficiency 23:53 - Managing Legal Reputation and Demonstrating Value 24:22 - Continuous Improvement through Workflow Analytics 24:49 - Workflow Automation's Role in the Legal Tech Stack 25:18 - Workflow Enhancing Value Across Legal Technologies 25:44 - Workflow as the Front Door to Legal Requests 26:19 - Workflow as the Catch-All for Specialized Use Cases 27:16 - The Strategic Role of Workflow in Legal 28:19 - Workflow's Flexibility and Business Value 29:16 - Workflow as the Front Door, Plumbing, and Catch-All 30:18 - Workflow's Viral Spread Across Departments 32:07 - Maximizing Value and Visibility with Workflow Automation 33:04 - Understanding Workflow Automation in the Industry 33:32 - Differentiating Workflow Automation Platform vs. Feature 34:05 - Licensing Structure of Workflow Automation 34:38 - User Experience in Workflow Automation 35:09 - User-Friendly Interfaces for Non-Legal Participants 36:06 - Workflow's Adaptability to Various Use Cases 37:02 - User-Centric Workflow Experience and Integration 37:29 - User Experience Similar to Insurance Website Products 38:24 - The Virtue of Simplicity in User Experience 38:50 - Launching Workflow from Different Entry Points 39:17 - Integration and Data Risk Mitigation 🎉 Where to find Checkbox Website: https://www.checkbox.ai/ Twitter:   / checkboxai   LinkedIn:   / checkboxai   🔗 Other Resources Legal workflow automation software - checkbox.ai/software/legal-workflow-automation-software When to bring in legal workflow automation - checkbox.ai/blog/the-legal-operations-maturity-model-when-to-bring-in-workflow-automation Your guide to workflow automation - checkbox.ai/blog/what-is-a-workflow-automation-software How to justify ROI on legal tech investment - checkbox.ai/blog/how-legal-teams-can-justify-roi-on-legal-tech-investments 3 simple ways to know if your team is ready for automation - checkbox.ai/blog/3-simple-ways-to-know-if-your-team-is-ready-for-automation