You can read part one called How To Automate Client Communication here, part two called How To Automate Client Onboarding here, and part three called Law Firm Automation Strategies For 2018 here.

One of the biggest motivation killers I had as a lawyer was preparing repeat documentation for good clients, like preparing loan docs for lenders and lease docs for property investors. I justified doing this mind numbing work because it was good ‘bread and butter’. As long as it pays the bills, right?

Whatever your bread and butter is, manually carrying it out in the year 2018 is….well….old school. The go-getters of the legal sector are able to ‘go-get’ because they have stopped doing the bread and butter so they can focus on career and business growth and doing higher value work that they actually like doing.

How have the go-getters been able to stop doing the bread and butter? One thing they’re doing is creating lawyer bot libraries specifically built for their VIP clients or certain types of clients they regularly do work for. Here’s what I mean: 

Scenario 1: Lawyer bot libraries for VIP clients

You have a client who is a second tier lender who uses your firm to prepare loan and security documentation for them a few times a week. But you and your team no longer prepare the loan docs. Instead the lawyer bots you have created specifically for this client do all the heavy lifting.

Here’s how it works: .

Here’s how you can still make money from this client:

– Charge the client a fixed monthly fee for access to the lawyer bots you’ve created for them, and the client can use them as much or as little as they like; and/or

– Charge the client an agreed fee for every document they create.

Scenario 2: Document libraries for groups of a certain types of VIP clients

A third of your client base is made up of property investor clients who need lease docs prepared regularly, like lease agreements, lease renewals and rent review docs. Most of them use your firm’s standard precedent lease documents. You no longer prepare these standard lease documents for your property investor clients, and instead let them serve themselves online.

Here’s how it works:

Here’s how you can still make money from these clients:

Do you know what’s even cooler?

In addition to automating the bread and butter so you can focus on your business, career and other cool stuff, you are:

Did you miss any of the previous blogs in this series on How To Eliminate the Bottlenecks At Your Law Firm? You can read part one called How To Automate Client Communication here, part two called How To Automate Client Onboarding here, and part three called Law Firm Automation Strategies For 2018 here.