How to help a law firm simplify hundreds of service agreements and automate each of them?

Updated: Dec 21, 2020


Estimated time needed: < 5 minutes

Role required: Any aiLegal user role


Legal practice is complex. A well defined legal service agreement protects clients, attorneys, law firms, and co-counsels. It is very common for a law firm to have hundreds of legal service agreement templates to cope with areas of practices. This old practice has caused many problems as below.

  • It is very difficult and expensive for a law firm to maintain and update such a big volume of service agreement templates;

  • It is very difficult for junior professionals to locate the right template in a short period;

  • It is very difficult and time consuming to pass the knowledge, such as default attorney fees, filing fees, third party expenses, and filing agencies for each practice, to everyone in a law firm; and

  • Those agreement templates are static.

This article explains how aiLegal helps a law firm simplify hundreds of service agreement templates to a single one dynamic legal service agreement and automate each of generated service agreements. aiLegal's solution provides the following benefits to a law firm:

  • The single one dynamic legal service agreement is capable to produce hundreds of service agreements driven by real-time data;

  • The single one dynamic legal service agreement covers fee arrangement of flat fee, hourly rate, blended hourly rate, contingency, and mixed contingency and hourly rate;

  • The single one dynamic legal service agreement covers all jurisdictions in the United States;

  • The single one dynamic legal service agreement allows dynamic creation of law firms, signers, business clients, individual clients, and of-counsels;

  • The single one dynamic legal service agreement carries knowledge of attorney fees, filing fees, third party expenses, and filing agencies for each practice;

  • It is easy and cost effective to maintain and update a dynamic contract. It can be deployed to the whole organization instantly; and

  • aiLegal automates and monitors document generation, redline, approval, e-sign, e-pay, search and track, analysis, reminder, audit, and storage.


Here are the step by step instructions.

  • Step 1: A law firm's administrator user shall first set up the hourly rate of billable professionals in aiLegal.

  • Step 2: Click "Automation Hub" in aiLegal portal.

  • Step 3: Click "Automate" button in Event section.

  • Step 4: Select one of seven dynamic legal service agreements to start with and name the legal service agreement.

  • Step 5: Click "Generate Event".

  • Step 6: Create the new legal service agreement based on real-time data entry.

Add Co-Counsel Law Firm(s) or Co-Counsel Individual Attorneys if applicable.

Address information for parties is auto filled with google technology.

Client's data can be inputted real-time or pulled from integrated case management systems if any.

Select scope of services from hundreds of options with default service description and connected filing agencies.

Review and edit default attorney fees, filing fees, administrative fee, and any third-party expenses for the selected service scope.

Edit retainer fee for the legal service agreement.

  • Step 7: Click "Next" button and preview generated legal service agreement.

  • Step 8: Download generated legal service agreement in PDF and Word.

  • Step 9: Click "Issue Packet" for contract automation.

  • Step 10: aiLegal reads the new legal service agreement and automates the places for signatures and all signers' email. Therefore, aiLegal is able to execute the agreement per the terms.

  • Step 11: Click "Add Payment" to request payments from Clients.

Designate the law firm's receiving bank account linked to the payment gateway.

  • Step 12: Click "Issue Packet" to initiate contract automation.

  • Step 13: aiLegal automates and monitors the contract automation processes from e-sign, e-pay, search and track, analysis, reminder, audit, and storage.


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