Automate your workflow with Symplicy

Why Automate Your Workflow?

A workflow describes all the steps required to accomplish a task. When it depends on repetitive and time-consuming human interventions, it hinders productivity. Automation makes it possible to simplify these processes by entrusting certain tasks to technological tools, thereby reducing errors and increasing efficiency.

The benefit? Less time lost on administrative tasks and more opportunities to grow your revenue!

The 5 Steps to Automate Your Workflow

1. Prepare the Ground: Identify the Tasks to Automate

Not all tasks are equally suited for automation. Ask yourself the right questions:

Is this task a source of complaints within your team?
Does it require data processing?
Does it demand complex coordination among multiple people?
Does it lead to errors when carried out manually?
Is it easily billable to the client?

If you answered “yes” to several of these questions, it is time to consider automating it.

Tip: Organize workshops and training sessions with your team to involve and motivate them in this digital transformation.

2. Determine the Opportunity: What Is the Actual Benefit?

Before getting started, assess the relevance of automation:

• Time Invested: How many hours are spent on this task each week/month?
• Expected Benefits: What are the improvements in accuracy, speed, and satisfaction?
• Cost vs. Benefit: Is the investment in a tool quickly recovered?

A successful automation must be a win for everyone: your team and your law firm.

3. Design an Optimized Workflow

Effective automation is based on a straightforward logic: “When this happens, do that.”

Create a linear diagram of your flow by identifying:

• The trigger (e.g., a submitted form, a received email…);
• The associated actions (e.g., automatically sending an email, archiving, creating a task…).

Use tools such as Canva, Wireflow, or Excel to visually structure your flow.

4. Execute with the Right Tools

Choosing technological solutions is crucial. Favor tools that:

• Work together and integrate well with your existing ecosystem;
• Are complementary and cover the entire process.

Objective: A seamless flow, with no gaps left unaddressed!

5. Iterate and Continuously Adjust

Automation is an evolving process. Test, adjust, and fine-tune your workflows to move toward a nearly autonomous system.

ROI Calculation:
A lawyer bills €150/hour.
An automation tool costs €50/month/lawyer.
It saves 2 hours/month.

Result: These freed-up hours can be reassigned to billable tasks, generating a net gain of €250 (€300 billed – €50 cost).

Take Action!

Do not let repetitive tasks slow down your practice any longer. By automating your workflows, you gain efficiency, accuracy, and profitability.

At Symplicy, we support lawyers in automating non-billable administrative tasks when opening their files. Hundreds of lawyers already trust us to delegate those tedious tasks and save valuable time.

Save time with automatic client data entry: Ask your client to fill out a form and let Symplicy automatically create your client record in Secib or Kleos.

Clear and qualified client requests from the first contact: Our intelligent form structures, analyzes, and qualifies each justiciable’s request before it reaches you.

Try our Symplicy intelligent form today and transform your practice!