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Automation Management

The Lawyer's Helper Automation System  represents a bold step forward in office management support software. While many  of our competitors are offering a limited version of software automation through  "chaining" or schedule sequencing, Lawyer's Helper Automation goes far beyond  that by offering users the ability to automate nearly any part of our application.

For most successful businesses, there is likely a process associated with nearly any  daily activity. Automation allows you to automate all of these  potentially time-consuming, repetitive processes in one unbelievably easy to use  system.

For instance, suppose for cetain types of cases you  take on, you enter several new things into your system:

  • You key in all the particulars for that specific matter, including reference number, client, jurisdiction, status, and case type
  • Using the beginning of trial as your base date, you  add a commitment to research precedents 14 days prior
  • Using the beginning of trial as your base date, you  add a commitment to finish preparing your client 2 days prior
  • You add a commitment for the day before trial to finalize your opening remarks
  • You add a commitment for the day of trial
  • You add related contacts links for the judge,  opposing counsel, and witness for this matter

Once you've set up an automation script with the preceding steps, the automation system will step through the process with you,  automatically creating your commitments, drastically reducing the possibility of  human error, and saving you and your associates valuable time and  money.

Some of the features of this powerful new office management tool include:

The ability to create automations not only for matter  management, but for nearly every other aspect of Lawyer's Helper gives you the power and flexibility to automate your entire office.
Automations offer the ability to generate powerful training scripts that will literally have the software teach new users how to get the most out of Lawyer's Helper.
With a virtually unlimited number of steps available for each automation, your automation processes can be as simple or as complex as your desire.
Auto-Date calculation allows you to specify a single base date that will be used to automatically configure the default dates for automation commitment items.

Of course, these are only a few of the advantages  offered by the Lawyer's Helper Automation System. To find out more, please feel  free to download a risk-free, fully functional demonstration  version of Lawyer's Helper for evaluation or  contact our sales department at (513)793-2240.

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