October 13, 2022

Document Automation Software for Lawyers - Everything to Know!

Document automation software for lawyers can help your law firm save time and money from tedious workflows. Learn how VisionERA can help you achieve that.

As a lawyer, document automation is one of the most critical components for getting your practice going successfully. Being a document-heavy industry, it’s not surprising that your law firm would remain inundated with legal documents of all sorts.


When you automate your legal documents, you save time and money. Both are things that every law practice needs more of. It also helps you increase client satisfaction by reducing workload, which every lawyer wants.


This article looks at how you can achieve all of that with the help of document automation software.


Types of Document Automation Software for Lawyers

Here are the different document automation software available for lawyers.


Type 1: Document Automation Software for Management

According to Thomson Reuters, lawyers can spend up to 10 hours per week on non-billable activities. A document automation platform is thus the need of the hour. It can make your office run more smoothly and help you grow your business effectively.  The software allows you to create, edit, and manage documents with ease. 

The same statistic from Thomson Reuters proves that non-billable activities can cost your law firm thousands of dollars in revenue annually. You should therefore automate the process of creating documents, which saves time and money. With document automation, you can create new documents from scratch or import existing ones into the system. You can also add custom fields or use templates to speed up your workflow.

You can also easily share documents with clients and colleagues without having to email them back and forth. You won't have to worry about losing track of important information because everything remains stored in one place.

This is ideal for mid to large organizations.


Type 2: Document Automation Software with No Advanced Capabilities

Standalone document automation software for lawyers is the most basic form of automation program. It is also the easiest to set up. You just install it on your computer and start using it without worrying about any other steps in the process. 

This software is ideal for small law firms and solo practitioners who want to streamline their everyday workflows by storing all documents in one place.


Tips to Choose the Best Document Automation Software for your Law Firm

Here are some essential things to keep in mind when considering implementing a  document automation platform for your law firm.


Identify your Budget

Choosing the right document automation software for your law firm is a big deal. Before you start comparing products, you need to think about your budget. How much are you willing to spend on document automation capabilities? Do you have a set amount of funds in mind or are you open to other options? Once you figure out how much money you want to spend on document automation software, it's time to get started.


Switching Cost

One of the biggest concerns lawyers have regarding switching to a new document automation platform is the cost. If you are currently using legacy systems, you probably already know how expensive it can be to upgrade them. 

But there are several things you can do to reduce the cost of switching to a new document automation software:


  • Take advantage of free trials and free demos so that you can get a feel for what they offer and whether they meet your needs before making an investment.
  • Work with an expert who knows how to find discounts and special offers for new clients that can help offset costs.
  • Consider purchasing on credit if possible (but make sure to check out terms carefully).


Implementation Time

It is vital to consider the time and effort involved with setting up the platform. The more intuitive and easy-to-use an automation platform  is, the less time you will spend getting it up and running.


And if you're a firm with multiple locations or offices across the country, you will want to ensure the solution integrates seamlessly with your existing systems. It will make documents accessible from anywhere at any time.



Security is a big concern, and it's not just about getting hacked. It's also about protecting the sensitive data you have to store. You do not want your employees to accidentally delete or lose your client's information. And you definitely do not want any third parties who may have access to the system to be able to see that information either.


So how do you know if the document automation platform is secure? Ask them about security features like:


  • Is there an audit trail for every action taken on the system? How far back does it go?
  • Does it have an encrypted connection between all systems?
  • What encryption methods are used for data in transit and at rest?


Integration with Existing Workflow

If you're looking for a seamless way to automate your law firm's document creation, storage, and retrieval processes, you should consider a solution that easily integrates with your existing workflow. This integration will allow you to seamlessly transition from traditional paper-based processes without having to learn a new software system or retrain your staff.


Storage Capacity

As a law firm, you will be storing lots of documents. So choosing the right document automation vendor for your business is crucial. One of the most important considerations is the capacity of the system.


How many documents can it store? How much data can you upload at once? What's the maximum file size you can put into the system? This will vary from company to company, but if you have thousands of files that need to be stored in one place, this will be an essential factor.


Easy Accessibility

Easy accessibility is crucial in any document automation software for lawyers. You should be able to access your documents when you need them, whether it means accessing them from your computer or a mobile device. The best document automation software will give you the option of accessing your documents from anywhere and at any time. 

Support for Electronic Signatures

Electronic signatures are the future of legal documents. They're faster, more secure, and more reliable than the old-fashioned way of signing a document by hand. And if you're truly looking to leverage automation, choosing software with electronic signature support is your first step.


Time to Enhance your Legal Firm’s Document Automation Capabilities

VisionERA is an Intelligent Document Processing (IDP) platform that allows you to automate the processing of documents of all types. WIth VisionERA you can process: 

  • Partnership agreements
  • Sale documents 
  • And any other legal document

The platform has the backing of advanced AI and ML algorithms that identify the text within your legal documents. VisionERA’s state-of-the-art document processing technology enables you to automate the time-consuming tasks like:

  • Document management
  • Data extraction
  • Indexing
  • Information retrieval

VisionERA is a document automation software for lawyers built with specific needs related to the legal industry for instance application of business rules. You can thus trust it to process exactly what you need it to, no matter how nuanced or complex your needs are.

Note: Want to free your law firm from clutches of mundane document work? Here is your chance! We are offering VisionERA at $0 to our customers. Want to learn how you can avail the offer? Simply click on the link here.

To try out VisionERA for your documents, use our free trial!

Excited to know more details about VisionERA? And in detail! Setup a demo with our automation for a free guided consultation.

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