LEGAL WORKFLOW AUTOMATION

Optimized case management and intake processes

Improve accuracy and ensure compliance while handling higher volumes of business with K2’s business process automation platform.

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Automate legal processes
  • Easily collate, search through, and track new matter intake for client management and billing
  • Automatically gather necessary information for all team members—attorneys, paralegals, intake specialists, and more
  • Connect and view information from other crucial third-party systems like RecordTrac and Verisk
  • Digitize client collaboration and reduce back-and-forth communications, notifying customers via mobile or email when an action needs to be taken
  • Digital document and data management for easy access, editing, reviewing, and collaboration across teams
  • Simplified billable time tracking, client billing, and payment collection processes in one workspace
  • Streamline contract management, routing drafts to appropriate reviewers
  • Capture information necessary through SmartForms to file class-action lawsuits
  • Manage IP portfolio and organize rights for easy usage and searchability that will differentiate your firm and increase the market value
  • Capture all legal documentation and information needed to onboard and offboard employees
  • Route approvals for things like headcount, offers, and payroll changes to the right reviewers
  • Auto-generate customer invoices with contract details and immediately update accounting records for accounts receivable
  • Track claims and policy information easily
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“The time savings that we are seeing from our new K2-based workflow for English conveyancing will allow us to handle a higher volume of business without having to take on more staff.”
Shane Scott, IS Director, Shoosmiths

Legal services companies worldwide rely on K2

SHOOSMITHS

Improving customer service while reducing operating expenditures

After replacing 13 legacy workflow technologies with a single platform based on K2, this law firm has sped up processes and reduced its annual operating expenditure by $205,000 a year.

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