Automation of legal processes, documents and debt collection

The implementation of automation of contract creation involves a complete simplification of the process from the moment of acquiring a new client to the finalization of the document. What might that look like? After the start of cooperation, the client can automatically receive an e-mail with a form in which he/she fills in all the data required in the type of contract chosen by the employee. Based on the information provided, contract automation generates a document, which is ready to be signed by both parties.

It is also possible to implement automation of correspondence about signing so that in case the client does not return the signed document on time, the documentation management system will send them a automatic reminder.

More advanced document automation with the use of artificial intelligence, may also propose the insertion of provisions in the contract appropriate to a specific case, but leaving full control to the law firm team. Thanks to this, the law firm saves time, reduces errors and increases the efficiency of work, without completely abandoning the substantive supervision of the content of legal documents.

How much time does manual handling of documents and cases consume in your office?

The lack of a consistent documentation management system results in information chaos, the risk of errors, incomplete files, missed deadlines, and unnecessary team involvement in administrative activities. Manual verification of data, control of procedures or preparation of information for invoicing are processes that slow down the work of the law firm and reduce the quality of customer service.

We implement dedicated Case Management Software (CMS) solutions that automate key legal processes — from case registration, to checking the completeness of files and compliance with the law firm's procedures, to assigning tasks, controlling deadlines and communicating with clients. The system automatically sends documents for acceptance, collects statistics on cases, and counts the data needed for invoicing. We adapt the whole thing to the real way of working of your law firm, without imposing rigid schemes. Contact us to book a free consultation and see how such legal automation can work in practice.

In law firms, artificial intelligence (AI) can be safe and fully GDPR compliant.

As Sagiton, we also provide cybersecurity services, that's why it is important for us to ensure the safe operation of our solutions. We offer our clients the ability to run private AI models to appropriately ensure the confidentiality of legal data and provide full control over the processing of information in artificial intelligence.

Examples of AI applications in law firms:

• internal AI chatbots for lawyers, learned on the basis of documents and knowledge of the law firm,
• automatic summarization of files, contracts and pleadings,
• creating summaries of meetings with clients,
• intelligent search for information in documentation,
• support analysis of large legal data sets.

Contact us and learn more about AI law firm automation!

Automation of collection activities allows you to reduce manual labor and increase the effectiveness of debt recovery. The process may include automatic monitoring of payment deadlines and multi-channel communication with debtors.

As part of the automation of debt collection processes, we can implement:

• sending automatic emails and SMS with payment reminders,
• generating payment requests ready for electronic or postal dispatch,
• escalation of actions depending on delays,
• current view of the status of receivables.

Thanks to the automation of debt recovery, the law firm saves time and increases the effectiveness of debt collection without involving the team in repetitive tasks.

Do you have a complete picture of your firm's finances in one place — without manually combining data from multiple systems and Excel sheets?

Management dashboards organize key operational and financial data of the law firm, integrating information from accounting systems, tools for recording working time and systems for handling cases. As a result, data flows automatically between systems — no manual copying, no discrepancy, and no dozens of Excel sheets.

As part of dashboards, we implement:

• firm settlements and accounting data in real time,
• automatic invoicing of clients based on working hours,
• monitoring of payments, arrears and cashflow,
• statements of revenue filtered by clients, lawyers and cases,
• a complete overview of the financial condition of the law firm in one view.

The dashboard becomes the central point of law firm management — always up to date, consistent and adapted to the real way the team works.

How much time and energy does it take to prepare financial and accounting reports in your law firm?

Manual spreadsheets in Excel, copying data from different systems and submitting reports to PDFs are processes that generate errors, take time and make it difficult to make sound business decisions. Without consistent and up-to-date data, it is difficult to reliably assess the real profitability of the law firm and to control its financial condition.

Automate report generation is based on direct integration with the accounting and operating systems of the law firm, so that the data is always up to date and complete. Thanks to this, you can:

• generate accounting and financial reports in one click,
• analyze the profitability of the law firm in different time frames,
• create reports for partners and management in any scheme or draft,
• freely customize the structure of reports,
• automatically export reports to PDF or other formats.

Instead of manually preparing sheets and documents, you get ready-made reports whenever you need them.

Want to see how such automated reporting could work in your law firm? Schedule a free consultation with our specialist: https://www.sagiton.pl/en/contact