Take your seat for this! The integration many of our mid and major customers have asked for is...
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1 minute read
The latest enhancement to Smarter Drafter has seen a surge in the number of customers integrating their PMS system.
Integration: A Cornerstone for Legal Automation
Legal professionals understand the challenges of manually inputting client and matter details into automated documents, risking errors and wasting valuable time. For this reason, Smarter Drafter has always ensured it has integrated Client and Matter details directly into the law firm's Practice Management System (PMS).
Game-Changer: Client Document Tracking and Management
The latest update to Smarter Drafter enabled the management and tracking of client documents by Matter ID. An update to the submissions table delivered the ability to filter on Matter ID to group all of the related documents drafted for a specific client - easy.
Surge: 30% Increase in Integration Adoption
Since the release of the Client Document Tracking and Management feature, the response from the legal community has been overwhelming. Smarter Drafter is delighted to announce a 30% increase in the number of customers who have integrated their practice management systems to leverage the full potential of automation. This was spread across all major PMS providers, including:
- LEAP
- Actionstep
- Smokeball
- Clio
Key Benefits Driving Integration Adoption:
So why do firms choose to integrate their PMS:
- Time Savings: Legal professionals can now focus more on their core responsibilities as manual data entry becomes a thing of the past, saving significant time.
- Error Elimination: Integration reduces the risk of errors associated with manual data input, ensuring accuracy and reliability in legal document generation.
- Enhanced Matter Management: Grouping documents by matter ID provides a streamlined approach to managing cases, fostering better organisation and collaboration within law firms.
How to Integrate: A Quick Guide for Users
For law firms eager to join the ranks of those benefiting from seamless integration, the process is simple. In under a minute, a firm can implement integration. To learn more see our knowledge base.
Looking Ahead: The Future of Legal Automation
The remarkable increase in integration adoption reflects the legal industry's recognition of the value that seamless integration brings to document automation. As we celebrate this success, Smarter Drafter remains committed to empowering legal professionals with cutting-edge solutions that redefine the landscape of legal practice.
