In this insightful discussion, legal operations expert Brian Hupp and workflow automation specialist Evan dive deep into the world of workflow automation for legal departments. They explore the significance of workflow automation, its evolution in the legal tech landscape, and the many benefits of no-code workflow tools.
Discover how to overcome IT resistance when introducing new tools and strategies to your organization and learn how to demonstrate the Return on Investment (ROI) to IT teams effectively.
Find out why collaboration and sharing workflows are vital for success and gain insights into future trends in workflow automation, including leveraging APIs, process analysis, and the role of AI and machine learning.
Brian and Evan also provide valuable tips for engaging less-than-enthusiastic IT teams and offer essential advice for those just starting their workflow automation journey.
Don't miss this engaging conversation that will help you navigate the complex world of legal tech and workflow automation.
Discover how workflow automation can benefit your team and organization - https://www.checkbox.ai/demo
⏱️Timestamps
01:44 - Workflow Automation Beyond Legal
03:08 - Building Alliances and Cost-Sharing
04:40 - Workflow Automation's Role in Legal Tech Adoption
06:36 - Workflow Automation vs. CLM
09:17 - Streamlining Workflows
11:09 - Embracing Automation for Higher-Value Work
11:50 - Workflow Automation as a Foundation
12:28 - Defining the Distinction Between CLM and Workflow Automation
13:24 - Overlapping Features and Choosing the Right Tools
15:36 - Workflow Automation for All Types of Requests
16:17 - Integrating Existing IT Solutions
17:20 - Evaluating Existing Tools
18:01 - Overcoming Limitations of Existing Tools
19:28 - Advantages of No-Code Workflow Tools
20:49 - Enabling Control and Agility
21:21 - Overcoming IT Challenges
21:54 - Demonstrating No-Code Workflow
24:19 - Inviting IT for Demos
25:35 - Legal as the Center of Excellence
26:50 - Building Alliances and Gaining Street Cred
27:56 - The Future of Workflow Automation
30:18 - The Importance of Collaboration
31:02 - Expanding Integrations and APIs
31:49 - Process Analysis and Analytics
32:23 - The Future of Workflow Automation
35:13 - Tips for Dealing with Resource-Limited IT Teams
35:43 - Closing Thoughts and Advice
41:17 - Importance of Understanding Processes
41:53 - Leveraging Communities and Resources
🎉 Where to find Checkbox
• Website: https://www.checkbox.ai/
• Twitter: / checkboxai
• LinkedIn: / checkboxai
🔗 Other Resources
• Legal workflow software: checkbox.ai/software/legal-workflow-automation-software
• Unveiling the power of legal workflow management - checkbox.ai/blog/unveiling-the-power-of-legal-workflow-management-software-for-legal-departments
• Your guide to workflow automation - checkbox.ai/blog/what-is-a-workflow-automation-software
• When to implement CLM vs workflow - checkbox.ai/blog/contract-lifecycle-management-vs-workflow-automation
• What is no code?: checkbox.ai/blog/what-is-no-code
• How to justify ROI on legal tech investment - checkbox.ai/blog/how-legal-teams-can-justify-roi-on-legal-tech-investments
• Legal technology trends - checkbox.ai/blog/legal-technology-trends-2023
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