• By Category

  • By Type

  • Reset Your Search

7 Digital Best Practices for Legal Professionals
watch video

Hi! My name is Stephen.

As a legal professional, I understand that there are always new digital best practices to follow and it can be difficult to keep up with the latest and greatest practices. Let’s go over a few digital best practices to follow for legal professionals.

1. Look for Paperless Opportunities

Effective contract management requires active involvement and a good starting point to look for paperless opportunities is to collaboratively review and map contract execution steps across your organization to determine which transactions would benefit from digital technology.

2. Safeguard Transmissions

Since information privacy and data breaches are top issues, it is imperative to limit vulnerabilities related to printing, signing, scanning, emailing and/or faxing documents.

3. Maintain Control and Compliance

Document management technology helps legal teams lock down content to prevent unauthorized edits so use electronic signatures to achieve a virtual chain of custody and maintain a greater version of control and compliance.

4. Align with Client Expectations

It is important for law firms to find ways to align with client processes and technologies. By talking with your clients to better understand their workflow needs and the platforms they’re currently using, you can determine which technologies your firm should adopt to facilitate client engagements and enhance customer service.

5. Embrace Mobile Technology and Workflows

Being able to complete agreements from any mobile device, anywhere in the world, helps ensure that teams throughout your organization can securely attend to important opportunities and issues as they arise.

6. Understand Standards and Regulations

Electronic signatures are admissible under court evidentiary rules and are subject to the same rules as wet signatures. To be able to better help clients, it’s imperative to have a thorough understanding of international standards and regulations.

7. Learn from Best Practices

It’s important to look for ways to mimic consumer services best practices in your internal and client-facing transactions to be able to offer clients a better experience.

Best digital practices for legal professionals are constantly changing and it’s important to stay up to date with these changes to be able to offer clients the best experience possible.

If you want to learn more about the best digital practices for legal professionals, click the link below for more information.