6 Areas You Can Automate for Your Bankruptcy Firm

The Modern Law Firm series delves into how AI can streamline your law firm — whether it’s by saving you time and money, eliminating mistakes and redundancies or making your workflow more efficient. 

Just as business owners and managers should delegate tasks to others to lighten their load, they should turn to automation to ease their workflows. Artificial intelligence and automations can take care of time-consuming duties and free you up for more pressing tasks. 

The beauty about automation is that it works across various industries. Learn more about how you can automate your bankruptcy firm.

Why Law Firms Should Turn to Automation

Automation can offer law firms much-needed support. It can also improve the way laywers run their business. Here are a few reasons you should consider adding automations to your workflow:

More Efficiency 

AI is more efficient than a human. For example, if part of your process is to send a reminder to your client to fill out a form after they have been inactive for three days, you might have to write down that date on your calendar so as to not forget. Then, you’ll have to check your case management system and ensure you still don’t have that information. AI, however, can do this automatically and quicker than you. 

This is just one example, of course. There are plenty other ways that AI and automations can make your firm more efficient. Think of all you can accomplish when slow-moving processes are not bogging you down. 

Better Client Support

You cannot provide 24/7 support to your clients, but AI can. Whether you’re away from your desk, unwinding for the night or busy with another client, there are times you will be unavailable. Let your AI tool step in so your clients don’t have to wait around as long for a response. 

Fewer Errors

AI and automations are not humans, so they won’t make as many mistakes. This means you don’t have to go back and fix anything that someone might have miscategorized or written incorrectly. 

6 Areas Where You Can Automate Your Bankruptcy Firm

With automation, you can take back your time. Here are a few areas you should consider automating at a bankruptcy firm:

1. Onboarding Clients

With automations, you can quickly onboard new clients. Noodle, for example, sends a contract to clients once you agree to work with them. Then, it adds their information to your portal, giving you key details about your clients. 

2. Scheduling Appointments 

If you’ve ever sent multiple emails trying to schedule an appointment with someone, then you know it can be time-consuming. Or if you someone else schedules appointments for you, there’s a risk that they’ll forget to add it to your calendar and that can create last-minute chaos. With Noodle, you can send your clients a link and let them pick a time that works for the two of you. 

3. Following Up After an Update 

If there’s any new information on a case, you don’t have to reach out to your client to let them know. You can just let AI handle it for you. This is especially useful if you have a high case loads or are dealing with a complicated case. 

4. Requesting Documents

You will likely need your client to provide supporting documents. You can easily sink a lot of time doing this with a big caseload. With Noodle, you can have your AI assistant reach out and ask clients for the information you need to proceed with their cases. 

5. Sending Clients Reminders 

If your clients do not fill out or send in paperwork, you can send them reminders with your AI tool. Clients, just like lawyers, get busy and can forget to submit important documents. With AI, you can take the job of chasing down clients out of your hands, and you can also send reminders in a way that won’t make a client feel rushed. 

6. Handling Payments

Noodle AI can create invoices and follow up with clients until you receive payment. This means no one at your office has to complete this sometimes difficult task.