Client Agreement Automation

Overview of Lawyer Client Agreement Automation Software

Juris Forge's lawyer client agreement automation software is designed to streamline the process of creating, managing, and finalising client agreements or client retainers including costs agreements and disclosure statements. By utilising client agreement and retainer templates, reusable scopes, reusable tasks, automatic price calculation (with manual overrides) legal professionals can quickly generate accurate, proven and detailed client agreements or client retainers, while ensuring compliance with legal standards and regulations.

Once the client agreement is accepted, the scope and tasks from the agreement flow into the matter. When additional works is required, staff can better understand if the additional work is covered under the existing retainer or if an amended or new retainer needs to be issued.

By tightly integrating client agreements and retainers with the legal matter, the retainer scope, tasks and costs become much clearer. It's a game changer.

Key Features of the Software

1. Retainer Template Utilisation

Create your own library of customizable client agreement or retainer templates that cover a wide range of legal areas and jurisdictions. Users can use the template as is or import a template and quickly amend tasks and costs as required. Users can select a template that fits their specific needs, significantly reducing the time spent on drafting complex documents from scratch and ensuring that errors do not creep into the all-important retainer or client agreement drafting process.

2. Reusable Scopes

With reusable scopes, lawyers can define standard scopes that can be applied across multiple agreements. With the scopes being tied to jurisdiction, legal matter and matter sub types, it becomes very easy to reuse proven retainer scopes. This ensures consistency and helps maintain a clear scope of work.

3. Task Templates for Services

The software includes task templates made up of services allowing costing of the task. Lawyers can easily incorporate the task templates into client agreements or retainers, making it simple to define the tasks and services to be provided and develop a proven reuseable and reliable library that can be used time and again.

4. Automated Pricing and Legal Fee Estimate Tracking

Automated pricing allows lawyers to generate accurate legal fee estimates which has been proven again and again. This ensures legal professionals provide accurate client estimates and this is tracked between the retainer and legal matter. This feature helps clients to understand the costs associated with their legal services, enhancing transparency and trust.

5. Approval Process

With the client agreement approval workflow enabled, your staff can quickly send a client agreement or retainer to a supervisor for review. This allows fast responses without bogging down email inboxes or causing long delays which ultimately lead to reduced conversion rates.

6. Electronic Signing

If your practice utilises electronic signing, client agreements can be sent out for electronic signing in seconds, making the process quicker and more efficient. With automated monitoring, the software will track and issue an automated follow up. These features streamline the client agreements and increase sales conversions while showing the professionalism of your legal practice.

7. Tracking and Automated Follow-ups

With our client agreement workflow, the software monitors the status of client agreements and if the setting is enabled, Juris Forge will follow-up the return of client retainers automatically. This helps increase conversions, reduce costs and provides better client service levels.

Benefits of Using Lawyer Client Agreement or Retainer Automation Software

Increased Efficiency: Automating the agreement or retainer process reduces the time lawyers spend on administrative tasks, allowing them to focus more on legal work.

Enhanced Accuracy: By using reusable templates, scopes, tasks and automated features, the likelihood of errors is minimised, leading to proven and reliable agreements and a reduction in complaints and related issues.

Improved Client Experience: The streamlined process, combined with electronic signing and automated follow-ups, enhances the overall experience for enquirers, making it easier for them to engage with your legal service.

Cost-Effectiveness: By reducing the time spent on drafting and managing agreements, law firms can lower operational costs, improve profitability and safeguard against errors.