Our Journey to Integrate Data into Law Continues – As Process Rules All

June 16th, 2021


Our Journey to Integrate Data into Law Continues – As Process Rules All

June 16th, 2021

Cloud Computing

Our Journey to Integrate Data into Law Continues – As Process Rules All

Our Journey to Integrate Data into Law Continues – As Process Rules All. A few weeks ago I started our journey from isolated, siloed use of data in legal towards a new end of not just analytics and prediction, but virtual modeling. I started by describing the single source of truth for legal organizations. Now we can move into the next phase, where the process provides a way to transform legal work. 

Implementing the single source of truth: Developing Process.

  1. Empowering analysis and prediction
  2. Leveraging virtual models

Phase 2: Process

We do a lot of work with organizations, and one of the things that typically happen during the deployment process is you sit down with a group of people and you may be discussing a particular type of matter. This might be a litigation matter or maybe a real estate matter or one of the many other types of matters. When our clients start to describe their workflow and the interesting thing is that many times it’s the first time that people have gotten together and actually talk about what they do. They immediately find several inefficiencies or ways to do things better than they could have even imagined! One of the great things about the capabilities available today in Cloud platforms is that it gives up the ability to sit down with users and easily map out a process, map out a workflow and automate task management. A lot of that is automated via the processes, and it’s a great discovery effort.

The ability to automate tasks creates an incredible advantage for Cloud platform users. You can automate event scheduling to ensure that every item that needs to be checked off during a particular stage of litigation or a matter is listed and assigned.  But you can take the efficiencies a step further once you can know that a particular task is going to be done. You gain the ability to not just automate process and workflow but integrate with the actual task management.

Integrating workflows and task management really shines during documentation generation. This integration improves the outcome of work being done and people’s level of confidence in the work that’s done. It even improves peoples’ general satisfaction with the job because they’re no longer under the stress of “did I do the right thing at the right time.” Once you get it implemented, it’s even more beneficial to the organization.

But Keep it Simple!

We covered one of the themes in our Corporate Counsel Business Journal webinar, “Industry Experts Reveal Their Secret Case Management Best Practices.” The webinar is there. There’s an incredible ability with any technology to get very complex, very fast. Cloud-based platforms provide a lot of easy development capabilities, and so end-users and business stakeholders can end up asking for everything under the sun. And, of course, they want it all now, right now, without taking the time to think through what is truly critical to their daily decision-making – or not.

And so it’s very easy to over-engineer, over-design, and make your world too complex to work in. Fortunately, there’s been a real evolution in the way we deliver systems to end-users today. Back in the CRM days, everything was dependent on someone entering data and you used to get beat up all the time for not entering your data. Now with the technology available that today much more of that is automated. There’s technology to go through your emails and pull out the appropriate information and automatically populate that information into the system of record – that single source of truth that I have been talking about. Get the right systems in front of the right people with the right interfaces that simplify their world and provide capabilities that they will enjoy using and you find that it rapidly increases user adoption.

There’s a lot of design thinking, rapid prototyping, agile development methodologies that can really help. This goes along with how we also see a real evolution in what information technology workers do inside their organization. IT workers really have become knowledge brokers for the best-in-class system choices for the end-users. IT workers also serve as integrators and forces of compliance and as enablers to get end-users into the world of the Cloud.

That’s admittedly a lot to take in, but to put it simply, simplicity rules. Just keep in mind under the simplest of systems you have to have good data in context and the proper workflows to get that data into the system.


Learn more, or schedule a demo here!

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