The Challenge
“I wonder if we can do something during B-innovative week?” In August, I was on a Zoom call with the Innovation and Client Solutions team at independent UK law firm Burges Salmon. Who were speculating on next steps following a trial of Autto by one of its trainees, Alex.
Alex Knowles-Smith (now qualified and in the Pensions team) was finishing his traineeship with a seat in the Innovation team. One of his assignments had been to trial Autto for an afternoon to see how easy it was to create useful tools. Autto is a no-code automation solution that makes it easy for professionals to deliver solutions to clients or colleagues using knowledge, business process and document automation. Alex had progressed from never having logged on to Autto before, to building an automated NDA process in only three hours. Alex, a history graduate, doesn’t have a technical background and his success with Autto in such a short time had galvanised our discussion with the firm. Alex had an idea, and a few hours later, it was working – a practical innovation.
As Autto’s product owner, it was thrilling. It is very easy when building software to get caught up comparing your feature list with the next product along and forget about the user. The reality is it doesn’t matter how many features you have if your software is so complicated most of the functionality never gets used. Our product philosophy at Autto has always been about practical innovation. In business, ideas are worthless if they don’t make off the drawing board; they must be implemented to have real value. For the Autto team, this means rapid easy-to-use automation available to non-technical users at a price point that isn’t eye watering. Alex’s feedback was another confirmation that our hard work was paying off.
The Next Generation
This week we presented Autto and Alex’s NDA process to the broader Burges Salmon team. In the Q&A at the end of the session, one of his colleagues asked Alex how useful he had found his time working with Autto and the Innovation team. Alex’s response was fascinating:
“It made me think in-depth for the first time during my training contract beyond the services we provide as lawyers, to how we provide those services. It set me thinking more creatively and more broadly about the ways the profession might change in future. The ways that the firm is positioning itself to navigate and harness those changes.
The model by which legal services have been delivered has been unchanged for so long. We record by the hour, a lot of it is still done using classic legal resources. It set me thinking about how we take that legal expertise, engineer it in different ways, and deliver it to the client in different ways. It was the first time that I’d grappled with that and thought about it in some depth. Going forward, I’m going to be trying to build that technological angle into my career. As more and more things are automated and the profession changes, it’s going to be very valuable.”
It seems the latest generation of lawyers is not only more open than previous generations to real changes in the way their legal services are delivered but expect and value that opportunity as part of their careers.
How can law firms be practically innovative?
What can we learn from this example. I think there are three simple steps law firms can take.
If law firms give lawyers, particularly digitally native lawyers, hands-on access to different technologies, then many ideas on using them to benefit both clients and the firm will come quickly. It is hard for lawyers to conceive these ideas in a vacuum – the technology experience helps them understand what is possible for their clients. If the technologies are too difficult for your lawyers to use or understand, they are the wrong technologies.
The technology is available to bring those ideas to reality quickly, but it requires time from legal professionals who understand the problems. Given a choice between a lawyer spending an hour developing an innovative new way to serve a client and billing an hour to the same client, almost all law firms will pick the latter. Law firms should value time spent developing new ways to serve clients in a similar way they value CPD, as the essential non-billable time required to deliver a better professional service. Until they do, progress will inevitably be limited.
Finally bringing those ideas to reality will require a broader team of analysts, technologists and designers. These are the teams which provide specific expertise to bring lawyers ideas to practical delivery to clients.
After four years of spending a lot of time talking to law firms, my view is that many firms are now investing in the third of these steps, but neglecting the first two. Law firms that want to deliver better value to clients through real-world, practical innovation will need to value the time and effort which goes into these improvements in an equally tangible way.
How are Burges Salmon delivering real innovation?
Each year Burges Salmon stages “B-innovative”, a week of events, training and thought leadership to encourage positive change. This year, Autto has teamed up with the firm’s innovation team to replicate Alex’s experience on a larger scale. Thirty-seven of the firm’s trainees have divided into teams, and we have given them full access to Autto. The firm has challenged each group to deliver a prototype automation or app that could be of value to a client in the next three weeks.
The goal is to challenge trainees to think how best to meet client needs and help Burges Salmon better understand how lawyers can be involved with new technological developments. Importantly the goal is not just the idea but the actual delivery of a working prototype. It is an exercise in practical innovation.
As senior innovation lead Emma Sorrell, who is running the challenge told me: “Burges Salmon knows the clients we serve are digitising, and technologies like Autto are giving us the tools to adapt and keep up. But we are still exploring the right mix of skills to bring these new client services to market. When and how to combine the skills and experience of our solicitors, our business professionals and our technologists. This year’s Autto challenge is an opportunity to explore that further.”
We will report back here in a couple of weeks on how the trainees got on.
By engaging their trainees with technology directly Burges Salmon are taking an important step to delivering better legal services to their clients with technology.
The COVID-19 pandemic has disrupted the world this year, in particular businesses and their staff. This disruption has made businesses re-evaluate their processes and investigate technology that facilitates remote working. While some companies have struggled, others have quickly adapted to this new style of working.
Now more than ever, we’re more connected to our colleagues, prospects, customers and suppliers via cloud phone systems and communications. As cloud communication experts, we’ve been implementing software and tools to help our staff work efficiently. We’ve also helped advise businesses and supported them with our services to help them stay connected and better equipped in these scenarios. Here’s a few thoughts on what’s worked and what hasn’t.
The power of the phone
While today’s digital age has given us more options for how to communicate, the phone still remains the preferred method of communication for businesses. Often overlooked for video and live chat, being available by phone is crucial for business operations – whether you’re in the office or not.
This is where cloud phone systems have really come into their own during lockdown. Having access to systems like 3CX (a modern, software-based PBX) and Microsoft Teams helped make the transition to remote working easier and less disruptive. Having the ability to run audio meetings, make phone calls with a click of a button and send instant messages to one another has ensured that businesses are functioning normally, even when staff are working from their kitchen tables, bedrooms and living rooms.
Unifying communications
Regularly communicating with colleagues is vital to keep a business up and running. We’ve found that combining strong unified communications platforms has helped both our staff and customers stay productive and connected with one another.
Platforms like Microsoft Teams, Skype, Slack and Zoom have seen a significant rise this year but its Microsoft Teams which has seen the biggest growth, having hit 75 million global daily active users this year. It occupies a prominent space on the desktop and good integrations with other Microsoft products. Users also appreciate its familiar look and feel.
It hasn’t quite got the full feature set of a PBX but coupled with 3CX it’s a force to be reckoned with. Of course, if you’re happy with the built-in features and don’t need reporting or call recording then you should consider Direct Routing as an alternative to Microsoft’s restrictive call plans.
Managing productivity
Task management software like Trello and Jira have helped many organisations – including ours – stay on track and productive while working away from the office environment. These types of platforms allow teams to see upcoming tasks and deadlines, keeping them on track, organised and accountable. We’ve found that our colleagues feel more connected as they can see what everyone is working on and dive into the detail whenever they need to.
There’s still no substitute for getting teams together and working collaboratively but if you can’t be there in person then these tools definitely help keep projects on track.
However what Trello and Jira don’t do is take the pressure off your teams by digitising and automating routine tasks and processes. You can free up your teams time and ease the pressures on communication by making sure your business operations are fully digitally enabled, important documents can be produced easily and faultlessly and even automate compliance and guidance. As you digitise more of your business then you will see its overall cadence increase as routine work happens almost instantaneously.
How COVID-19 has changed us
We crave human contact and socialisation. Lockdown has made this more difficult than ever. Being away from the office has interrupted many business processes, including the simple act of speaking to work colleagues face to face. Digitisation of those processes with platforms like AUTTO can help of course.
Companies where employees work together well and interact regularly are the ones that succeed. Having a good line of communication with colleagues helps organisations run as normal and ensures there isn’t a loss of productivity or business.
Software like 3CX and Microsoft Teams has helped us work together and stay connected. We’ve found that lockdown has made us more connected than ever because we (and our customers) are now really making the most of these tools.
Video calls have been a breakthrough for business communications. As regular users of Teams, we’ve taken full advantage of the video conferencing and virtual meeting capabilities of the platform. They’re easy to setup, manage, chat and share files seamlessly in one forum. With lockdown and the lack of human interaction, looking at the people you’re talking to makes everything easier and let’s face it, more normal and less boring during isolation.
So, you’ve decided to automate, congratulations! This is the first step towards changing your life and running your business. Yes, automation will literally change your life, for the better, of course. No more repetitive tasks that you don’t enjoy. Now you can focus on what really adds value to your business. The ultimate aim of automating is turning processes which take hours of your time into process which take minutes or seconds of your time, right?
But, how do you choose the right software for your business? Here’s a couple of things you need to consider before selecting the right fit.
What needs automating and why?
It’s prudent to start by asking the following questions:
These questions may seem obvious but it’s a necessary exercise in order to understand exactly what functionality is required.
You can also ask your employees what they think, ask them what they need help with. User buy-in is a very important aspect to any change in processes.
Usability and integration
You want to choose automation that’s easy and intuitive to use and ensure that it integrates smoothly with existing software applications you may be using. All systems need to work together to ensure that workflow is not disrupted or made more complicated.
Using artificial intelligence (AI)
Be careful not to confuse Artificial Intelligence (AI) with Intelligent Process Automation (IPA). Intelligent Process Automation (IPA) is different to AI. IPA is software used for highly repetitive and predictable tasks and takes instructions from workflows set up by individuals using logical language. It is rules-based, so IF THAT THEN THIS.
AI is how computer systems use data to imitate human intelligence and reasoning, making the system able to learn, predict and make recommendations. This is done by using lots of data to train the system to recognise the pattern you are looking for. For example, using lots of photos of cats that have been tagged as Cat to train the system to recognise cat pictures. This is called a training set. So AI is pattern-based, and you need the training data to set it up. That’s a big commitment.
Customising your automation software
A one-size-fits-all solution might not be adequate for your business, so it’s a good idea to select automation software that is highly customisable. What’s great about automation software providers is that most will allow you to trial the software solution before making a decision.
Some more things to think about before you sign on the dotted line:
These are just a few of the many considerations before finding the right solution. AUTTO is here to help you discover the right fit for your business!
Contact us now to find out how to take your business to the next level.