Automate your law practice

David Sparks is famous for being a successful lawyer and a technology geek. He explains how he mixes both law and technology to make a unique practice. “I use technology to make my practice run faster and more smoothly. Nothing that I do is impossible for another lawyer to do and everything I do can be accomplished using either technology or manpower. Technology doesn’t give me something no one else has — but because of it my practice is much more lean, and, among other things, gives me an edge in terms of pricing.”

To keep his law practice running lean, automation is the answer. When asked why he automated his law firm he replied, “First, there’s efficiency—it’s much faster. When you have the computer doing something for you, you no longer have to type out words or take time to manually file documents on your computer. Second, it’s more accurate. The computer is doing the task, so for example, as long as you set up the rules correctly, the computer is always going to name files properly.”

Here are some of the tools that he uses to automate his workflow:

Hazel

Hazel is software for mac that is designed to clean and organize files in the background while you work.

I automate my firm’s documents using Hazel. So when I scan a document into my computer, the document is automatically saved in OCT format and then Hazel reads it and can identify clients, dates, etc., and will name the file and file it away for me in my system,” he says.

TextExpander for Mac

TextExpander allows you to create custom abbreviations that, once typed, will expand to full words or images.

“With TextExpander, when I’m drafting discovery documents — for example the list of 5 contention questions we use in California — I have created text expanders so I can type in the bits that are different in each case and TextExpander automatically creates and generates the questions for me. I was going to hire a paralegal to do this for me, but realized it’d be more efficient and more cost effective for the client to accomplish this task using automation.”

Sparks ends with some advice about bringing more technology into your practice. “My standard advice to lawyers is don’t be afraid of technology. It can make you a better lawyer and can save you a lot of money.”

Article via Above the Law, 23 July 2015

Photo: The Lawyer by Ard van der Leeuw [Creative Commons Attribution-NonCommercial-NoDerivs]

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