Document Automation Consultancy
What Drives RLegal Engineering?At RLegal Engineering, we are passionate about helping others to solve their problems in the best way we know how, by applying our deep knowledge and expertise to:
- Make a tangible, measurable difference to our clients and their clients.
- Have a significant impact on legal client’s experience, outcomes, and the way that legal services are delivered.
- Bring positive, transformational change and technology to an industry that traditionally resists it.
- Disrupt outdated practices and prove the naysayers wrong.
- Lead and accelerate legal tech projects which deliver impressive ROI.
Our legacy is your success.For too long inefficiency and outdated ways of working have been the norm in the legal sector, but at Rlegal, we believe that now is the time for change. We believe in doing things differently and are passionate about driving positive change and disruption in legal. Now more than ever it is crucial to be able to deliver legal services in the most efficient and effective way possible. Enabling you to do this is our reason for being.
RLegal’s approach is based on our core values:
- People first – We believe in putting people at the heart of every successful project. Change doesn’t occur without people after all. We are friendly, approachable, and believe in collaboration, but relish challenging the status quo.
- Quality – We understand that much of legal service delivery is about managing or reducing risk, as is changing it. We pride ourselves in our accuracy, attention to detail, and ability to deliver services of the highest quality.
- Reliability – we’ll be there to support you throughout your journey – we have success and personal experience of delivering all aspects of legal tech projects.
- Continuous improvement – necessary for both personal and professional growth, and to stay ahead of the competition.
Laurie Tucker, Legal Operations Specialist at Sky.
Sean Massingham, Director at Ufanisi Legal Solutions.
Catherine Cadman, Head of Knowledge at Bedell Cristin.
Client Case Study – Successfully Implementing Document Automation at Arm
We asked Phil Jones, (VP, Business Digital Transformation at Arm) for his feedback on working with RLegal Engineering and the impact of the project.
“Over the last two years, we have dramatically improved the way we do business with our customers by using contract automation to completely re-vamp our Licensing process, reducing contract size by an order of magnitude (ie a 90% reduction) to:
• Dramatically improve efficiency not just for our internal teams (Legal, Sales, Operations) but also our customers,
• Increase the speed with which we can generate contracts (think minutes, not hours),
• Require only one or two signatures for a particular deal, and
• Reduce the time it takes the customer to review our contracts – not just by reducing the number of pages, but by also using clear, simple, reasonable wording.
And all this without increasing Arm’s risk, or making any substantive changes to the legal terms.
Overall, it all adds up to a substantially better customer experience, and the customers have been raving about it, in many cases accelerating the time it takes to agree deals from weeks to days.
Robert Lankester was a key member of the team that made this happen, as our primary document automation expert, using his extensive experience and skills to ensure we were able to produce documents that had the same exact look-and-feel as our conventional contracts, while using sophisticated techniques to keep the wording tight and coding to a minimum.
The project had wide visibility within Arm, and through it all Rob was a pleasure to work with, delivering results right first time, on-time, and able to explain complex concepts in a way that were easy for the broader team to understand.”
VP, Business Digital Transformation at Arm
Founder and Director, RLegal Engineering Ltd.
An independent legal engineer, consultant and specialist in process and document automation. Since April 2018 Rob has been working across the in-house legal, sales/licencing and IT teams for global technology and media corporations. Rob’s clients range from large companies and international law firms, to innovative start-ups and sole practitioners, based across the world.
For two years Rob was responsible for the global implementation and growth of document automation at Berwin Leighton Paisner (now BCLP). Thomson Reuters featured Rob’s implementation as one of their customer success stories.
Rob started his career as a Business Analyst at Irwin Mitchell (IM) and during his 9+ years there, led several change and knowledge initiatives, including the implementation of document automation. This led to Rob taking on its management full time, automating 250 documents in the first year (more than any other law firm) with a team of just 1.5 FTE. During this time Rob was recognised by Thomson Reuters as one of their first Automation Champions.
Rob’s work at at BLP (now BCLP) was featured by Thomson Reuters as a Contract Express Customer Success Story.
Rob and David Halliwell from Pinsent Masons LLP discuss the motivation and impact behind implementing drafting and document automation software.
How RLegal can help
RLegal Engineering provides a wide range of services including on-site implementation consultancy and outsourced automation services. Through document automation, workflow and related technologies (such as e-signatures), RLegal Engineering helps clients to improve their processes, be more efficient, reduce turn-around times, manage risk and improve the quality and consistency of work.
Why document automation works
We use market leading document automation software to improve efficiency and reduce risk - returning an efficiency saving of over 83% on average across the many hundreds of documents we've automated for international law firms and large corporations. As an example, one suite of documents automated for the Construction sector saves around 5 hours per use.
The document automation process
Following initial consultation, we apply logic to the template(s) and publish them to a secure online portal. The users answer a dynamic set of questions to produce their documents.
Document Automation and Consultancy Services
Our services can be split broadly into the following groups – the automation of documents; strategic advice training and other implementation services. The key components of each service are outlined below.
Automation of Documents
Typical project phases:
- Initial scoping/mark-up
- User testing
- Further amends/changes made and re-test as required
- Sign off and launch
- Ongoing maintenance, updates and further changes
From the automation of a simple document to complex ‘suites’ of multiple documents, this could vary from ad-hoc automation to a fully outsourced automation service.
From the deep experience I have working with and automating legal documents, and out of necessity in order to gain buy-in from internal lawyers, I have the ability to automate documents with little or no mark-up if this is required.
Strategic Advisory and Other Consultancy Services
Helping law firms use document automation to win new clients and strengthen existing client relationships. A top 4 UK clearing bank I worked with whilst at BLP (now BCLP) had the following to say in Legal Business (Issue 278 (Oct/Nov 2017)) :
“The things that are making a difference to us now are how well firms engage with technology. We recently reviewed one of our lending platforms and the law firm we worked with we chose because of the way their head of technology and their automation team worked to come up with an automated document solution.”
- Requirements gathering
- Supplier selection
- Building the business case
- IT implementation and system integration
- Liaising with all areas of the business to ensure the project is delivered on time and to meet the requirements
- Scoping out potential opportunities for automation
- Building demand and a pipeline of documents to be automated
- Carrying out demonstrations/presentations, or guidance for team members in this regard
- Improving end user adoption/usage (including end user training sessions)
Including support with recruiting new internal resources if required.
Training and support
For internal automation resources (post implementation).
Establishing automation best practice – naming conventions, change control/governance processes etc.
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Implementing Document Automation Series #1: What is (and is not) Document Automation? What is Document Automation? Document automation is a process which enables the end-user
At RLegal Engineering, we understand that leading change is hard. Generally speaking, people don’t like change, however much we try to convince ourselves otherwise. In