Catherine Bamford, expert in document automation and legal practice automations, discusses the challenges of implementing document automation, the state of lawyer competence in using technology, the role of AI in legal tech, and the importance of change management and exploring non-traditional law paths.
Engaging in conversations with lawyers about their pain points and involving them in the design process helps them understand the benefits of legal tech and adopt new tools.
Training lawyers on technology tools and prioritizing technology education within law firms is crucial to maximize their technological competence and utilize basic tools effectively.
Deep dives
Katherine Bamford's Role at BAM Legal
Katherine Bamford is the CEO and founder of BAM Legal, a legal tech advisor and a legal engineer specializing in document automation. BAM Legal helps law firms, in-house legal teams, and new law businesses automate the delivery of legal services. They focus on document automation, including drafting contracts, agreements, and litigation documents. They also automate the negotiation process, playbooks, and e-signatures, helping in-house clients store and extract data from contracts efficiently.
Katherine Bamford's Approach to Communicating with Lawyers about Technology
Katherine Bamford emphasizes the importance of respecting lawyers' expertise when communicating with them about technology. Instead of simply telling them what to do, she engages in conversations about their pain points, the value they want to provide to their clients, and ways they can differentiate themselves from competitors. She finds that discussing examples, use cases, and involving lawyers in the design process helps them understand the benefits of legal tech and adopt new tools.
Lawyer Competence with Technology and the Need for Education
According to Katherine Bamford, lawyers generally have good technological competence compared to the average person on the street. However, she believes that there is a lack of training and education on legal tech within law firms. Basic tools like Word and Excel are underutilized, with some lawyers still lacking essential skills like converting Word documents to PDF. Bamford stresses the importance of training lawyers on technology tools and encouraging law firm leadership to prioritize technology education.
The Challenges and Benefits of Document Automation
Katherine Bamford highlights the challenges and benefits of document automation. She acknowledges that initial efforts to automate documents require careful consideration of the logic and nuances involved. Simply filling in square brackets is not sufficient as lawyers must think through the different clauses and logic based on their expertise. However, Bamford emphasizes that document automation offers consistency, accuracy, and significant time savings. She encourages organizations to focus on automating their playbooks and capturing knowledge for future use.
What does it really take to make document automation work well? Many firms are intimidated by the initial heavy lifting in document automation, but it’s worth the effort! Catherine Bamford is an absolute expert on the subject, along with other legal practice automations that bring huge time savings to modern law firms. Catherine joins Dennis and Tom to share her expertise on current trends in automation, knowledge management, collaboration, and more.
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Show Notes - Kennedy-Mighell Report #354
A Segment: Fresh Voices on Legaltech - Catherine Bamford