Ed Wilson

The State of Play: Workflow Automation for Legal

The latest time warp between social media feeds and our day to day experience talking to customers and prospects about workflow is upon us. On the one hand the promise that generative AI will take away all the pain of structuring your data and workflows and bring powerful automation to the masses (see MS CoPilot etc); on the other hand, operations professionals implementing intake projects to move work from email and Excel to a modern workflow or CLM platform

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Autologyx Catalyst 1.2 Release

Autologyx is proud to announce our Catalyst 1.2 release next week, which will be available for preview at LegalWeek 2023 in New York. This release follows our emphasis on unlocking the power of data across matter management, workflow and document automation.

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Autologyx has been accredited with ISO 27001:2013

Autologyx has been accredited with ISO 27001:2013 following an audit by IRQA, a leading global assurance provider and ISO certification body. This further signifies our ongoing commitment to our customers and the protection of customer data, affirming that security is at the core of our business.

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Autologyx launches next generation platform, Autologyx Catalyst

The result of 2 years of listening to the market, working with customers and focusing on our strategic vision to put technology in the hands of the builders and legal engineers, Autologyx Catalyst brings together capabilities such as: a relational data model designer, a visual workflow automation engine, customisable workspaces, form builders, task management, and document automation alongside rich integrations to create an ‘all-in-one platform’.

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Planning for Workflow Automation

After looking at workflow automation from basic to advanced levels, we might also consider how to approach implementation and rollout using the same framework. What follows are some hints, tips and considerations based on our experience implementing workflow automation across many different markets.

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Think Bigger with Integrated Workflows

The topic of integration has become commonplace within organisations and their functions. Most of us have interacted with systems that are pushing or pulling data or tasks to and from one another, which significantly reduces the human exchange and friction in our business processes: imagine for example if MS Outlook could not book a meeting with external parties.

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What to Automate?

As workflow and automation becomes more commonplace, it’s appropriate for all of us to assess where we might use it. Let’s examine basic, intermediate, and advanced versions of possibility.

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The technology adoption lifecycle

In a recent article, we examined how law firms stand to win a lot more business if they shift to a proactive, strategic approach to using technology. Some technologies, like eDiscovery and virtual data rooms, are already table stakes. Clients continue to demand greater efficiency that is tailored to their needs, and increasingly, they expect law firms to bring new tools to the table. In this market, law firms that use workflow automation tools to meet these demands will outperform firms that don’t.

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