Automating Routine Legal Tasks with AI

January 11, 2025
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Connor Goodwin

Time is one of the most important and precious resources in the legal profession.  For many firms, the reality of managing endless tasks, from document creation and client intake to time tracking and billing, can leave little room for high-value work. Enter AI automation, a technology transforming legal practices by taking over routine and repetitive tasks, increasing efficiency, and helping legal professionals refocus on what truly matters: providing excellent client service and sharp legal strategy. 

Common Legal Tasks Ready for AI Automation

Imagine freeing up hours every week by automating the repetitive, time-consuming tasks that weigh down your practice. AI automation in legal tasks is transforming how law firms operate. From document management to time tracking, automation tools are proving to be invaluable allies for law professionals, helping them shift focus from tedious workflows to strategic legal work. 

The most common areas of automation include, but are not limited to: 

  • Document Management and Generation
  • Time Tracking and Billing
  • Client Intake and Management
  • Case Management
  • Research and Due Diligence

In the legal field, automating routine tasks enables legal professionals to focus on complex legal matters and client relationships. We go into these tasks in a little more detail in our guide, How AI is Shaping Case Preparation Management, where we discuss how automating tasks in these areas can benefit your firm.

Benefits of Automating Routine Tasks in Law

There are a number of benefits to automating routine tasks that are convincing more and more firms to evolve with the times and modernise their processes. Such benefits include increased efficiency, cost and time savings, improved accuracy, better client experience, and valuable data-driven insights and reporting, among others. 

Increased Efficiency and Time Savings

AI tools can help your team to save valuable time and focus on more strategic and client-centric activities. For instance, AI-driven time tracking software can automatically log hours, manage payments, generate invoices, automate client intake processes, collect accurate data, and streamline the onboarding process for both clients and staff, etc. This allows firms to spend time on the more important tasks that require human interaction

Cost Reduction

By leveraging AI for time tracking, billing, client intake, document management, and more, firms reduce the hours spent on administrative work. This can result in savings in both staff time and the costs associated with human error while improving billing accuracy and finding potential opportunities to maximise billable hours. 

Improved Accuracy and Reduced Errors

The change of human error is drastically reduced when implementing AI automation in firms. This is particularly important in areas like billing and document management, where accuracy is crucial. Not only can AI-driven client intake systems ensure that data is collected correctly and consistently, but it can help reduce the potential for mistakes. Additionally, AI can help firms ensure that every contract, brief, or form meets the same high standards of consistency and precision, reducing the need for time-consuming revisions.

Better Client Experience

By automating routine tasks, firms are able to enhance the client experience by providing faster and more accurate services. This can be effective in areas such as client onboarding, billing, and document handling, helping clients feel more confident and satisfied with your firm’s services. Further to this, by leveraging the power of AI, firms can track client interactions and preferences in order to better tailor their services to each client and strengthen long-term relationships. 

Valuable Data-Driven Insights and Reporting

AI tools allow legal professionals to gather and analyse insightful data with ease. Automation of time tracking, billing, client management, and document handling enables real-time reporting, which can highlight trends, reveal inefficiencies, and provide actionable recommendations for improvement, empowering firms to make informed decisions, optimise operations, and drive better outcomes for both the firm and its clients.

AI Tools Enhancing Legal Task Efficiency

AI tools are enhancing legal task efficiency by effortlessly handling repetitive work so your team can focus on what really matters. Imagine having an AI-powered assistant that schedules meetings, tracks deadlines, or even generates insights for case strategies. With AI systems now accessible to law firms of all sizes, streamlining law firm operations with AI is easier than ever.

Here are some of the most popular AI-driven tools that law firms are using to boost productivity and enhance client services:

CoCounsel

CoCounsel, powered by OpenAI, is a legal assistant designed to handle a wide range of legal tasks with reliability and security. Trained specifically for the legal industry, CoCounsel helps law firms streamline their operations while keeping data secure and private. It runs on dedicated servers, ensuring that your firm's information is never used to train the AI model.

Harvey AI

Harvey AI is an advanced legal research tool that combines natural language processing and machine learning. It’s designed to assist lawyers in tasks such as contract analysis, due diligence, litigation, and regulatory compliance. Harvey AI also generates data-based insights, predictions, and recommendations to support informed decision-making.

Safelink

For law firms looking to enhance their case management with a fully integrated, AI-powered solution, Safelink provides a comprehensive practice management platform. Safelink’s AI tools help automate routine administrative tasks, from scheduling meetings to managing deadlines. With its secure data protection and carbon-neutral processing, Safelink’s AI solutions are designed to streamline operations while ensuring your firm’s information is always protected. Additionally, Safelink’s focus on AI-powered client management ensures seamless communication and efficient case management workflows.

ChatGPT

ChatGPT is a generative AI tool from OpenAI, capable of assisting lawyers with tasks such as creating legal documents, conducting research, and drafting contracts. While ChatGPT offers powerful capabilities, it’s essential to fact-check its outputs, as the tool can sometimes generate incorrect information, also known as "hallucinations."

Diligen

Diligen helps legal teams automate the contract review process. Using machine learning, it scans documents for specific clauses, provisions, or changes and provides a convenient summary, making due diligence more efficient. Diligen integrates with Safelink’s case management system for seamless document management.

Auto-GPT

Auto-GPT is an experimental AI tool that uses GPT-4 to autonomously think through complex tasks. By providing a specific goal, Auto-GPT can help lawyers make decisions, develop legal strategies, and offer actionable insights, which could enhance the efficiency of legal planning and strategy development.

Simplifying Case Management with AI-Powered Tools like Safelink

Juggling multiple cases, each with its own deadlines, documents, and client needs, can be overwhelming. Solutions like Safelink’s Expero, Lexiti, and Chronologica bring order to this chaos by centralising all case information into a single, organised platform. With Safelink, tracking tasks, setting reminders, and sharing case files is a smooth, secure process. 

Law professionals everywhere are rethinking their approaches to daily operations thanks to AI, finding new ways to increase accuracy, meet client demands, and manage cases more effectively. Explore our guide to get practical insights into how AI is changing how firms evolve in today's modern world.