Law firms often struggle with efficiently integrating and managing their litigation processes. One challenge they face is creating Process Reports for internal use and client communication, which requires a deep understanding of the firm’s operational landscape.
The three biggest legal market requirements in Brazil
Certain needs are prevalent among Brazilian law firms and can be categorized into three primary pillars.
1. Administration
The main challenge in managing law firms is the requirement for improved visibility of internal process demands.
The lack of transparency results in another challenge, which is the absence of sufficient data for making informed decisions, whether for internal strategies or for successful outcomes in legal proceedings for clients.
There is a significant demand for prioritizing requests, especially when law firms are faced with a growing number of demands that consume the time of legal professionals and others involved in the process.
2. Movement and changes in a system
In addition to the need for improved management efficiency, there is also a growing requirement for increased agility in monitoring the rapidly changing market dynamics. Administrative matters must also be given attention and focus in an advocacy office, not just processes.
The outcome is the time wasted on bureaucratic requirements that do not add value, neglecting the intellectual work unique to lawyers and which they are authorized to perform.
Employees leaving without transferring important information can lead to a perception of disorganization by clients when such information is lost.
This is the reason why it is important to gather all information in a secure location for easy access, allowing for the analysis of each employee’s performance.
Personalization and development
All the mentioned difficulties eventually impact the customization of the service offered and, undoubtedly, the outcomes of the office’s expansion. It is essential to establish a closer connection with customers to achieve this growth. But how can this be achieved?
Technological tools are needed to enhance transparency and reliability in customer relationships.
How can results be efficiently delivered?
The bond between lawyer and client is so deep that it resembles a marriage, requiring communication, trust, and complete openness about the situation.
How can one effectively merge extensive data with analysis and insights? While it might appear achievable solely with the aid of Business Intelligence experts, advancements in technology now enable the handling of requests, tracking of cases, and precise analyses without their direct involvement. In this scenario, the key tool is reports.
Although Law is not an exact science, customers often ask, “What are the chances of winning this case?” While it’s impossible to provide a perfect answer, data analysis can help lawyers tilt the odds in their favor and offer customers a more reliable response.
Process reports serve as a tool for performance evaluation and management.
Reports are essential for both internal and external purposes. Internally, they help offices assess their situation and manage their operations effectively. Like any other company, an advocacy office must rely on data to make informed decisions and improve its performance.
Legal entities are now required to send regular reports containing important information about legal proceedings directly to clients as part of the contract, which helps build trust with customers.
In Legal One, Thomson Reuters’ legal software allows you to create reports in different situations, helping law firms to be more strategic and customer-focused by obtaining reports tailored to specific needs.
Legal One in handling legal disputes
Each Legal One module includes a Reports feature that can extract various types of content based on the parameters and information provided in three different formats.
- Thomson Reuters provides pre-mapped models of crucial legal reports that have a set format and require filtering of relevant information. These reports are ideal for beginners in reporting who are unsure of how to begin.
- Customization enables you to select the content for the report and create multiple versions for each client. The system also lets you save search data based on the established model for future reference. Additionally, you can specify the title, subheading, placement of the client’s logo, and customize the appearance of the report’s footer.
- Generic is a format for exporting spreadsheets in Excel or HTML, where you select which fields will be columns in the worksheet. It is commonly utilized for organizing data and conducting internal office analysis, with the added functionality of sharing with customers and setting up automatic delivery.
Submitting Case Reports repeatedly
Have you ever spent hours working on a report to avoid missing a customer’s shipping deadline, only to find that you missed it because the data was not consolidated in the system?
Legal One can help alleviate this issue by providing customized models for each client, organized by subject or type. Additionally, it ensures proactive communication and timely delivery through the Report Scheduling tool, which enables programming for daily, weekly, monthly, or annual submissions.
Examples of practical process reports
Procedures
Legal One Process Monitoring tracks the progress of your registered processes in courts and Official Gazettes, providing automatic updates to your designated folder. This feature enables you and your clients to monitor developments, add notes, and enhance knowledge management.
Upcoming sessions
With Legal One Time Control, you can organize specific groups along with their relevant scheduling details and participant information. This enables the office to create an internal schedule for your legal team or share it with clients, ensuring they are well-informed and reducing the need for constant progress updates.
Gases undergoing procedures
The meetings and expenses incurred by office lawyers during the legal processes can be documented and shared with clients for their awareness and oversight.
It enhances the quality of your legal work.
Offer an enhanced experience to your law firm’s unique clients by utilizing Legal One Analytics’ Business module, Legal Intelligence One. This tool organizes data from reports into customizable graphics and indicators specific to each client, giving a comprehensive view of their process portfolios. Explore further details through this link.