Preview Mode Links will not work in preview mode

The legal industry is changing but to what, for whom, where, why and how? Join us each month to learn about the next best practices in legal practice and how it applies to your firm or organisation. Learn from the people who are “walking the talk.” Hear what they are doing and what has driven them to do things differently for their clients, their people, their organisations and themselves and, how they measure and learn from success and failure. We’re going to get candid, super practical and yes, we’re going to get legally innovative too!

Email us at or visit

Aug 10, 2021

In this podcast, the third episode of seven in CLI’s Digital Literacy SeriesAutomation Mini SeriesTom Dreyfus, CEO and Co-founder from Josef asked and, together with his guests answered, the question for legal practitioners  – “What should I automate?”

Tom was joined by guests Anna Golovsky, Executive Manager, Legal and Company Secretariat Operations from IAG and Gary Adler, Chief Digital Officer from MinterEllison - legal operations and digital gurus - who shared their experience, provided practical tips and case studies from their automation journeys from in-house legal departments and law firms.

Topics covered in the session included:

  • identifying automation opportunities in your day-to-day work
  • process mapping to isolate sticking points as you move forward
  • analysing successful case studies for experience sharing and inspiration as you progress (analogous inspiration)
  • the importance of identifying and addressing definitions, team, scope, transparency, challenges and obstacles
  • emerging areas of legal automation: automated guidance or legal advice; document automation; workflow & process automation; intake & triage tools; and education & inspiration
  • how to get everyone (inside and outside your legal business) involved, energised and focussed on automation (and more broadly, innovation)

This mini series brings together a unique collaboration of leading legal automation specialists who will address a number of different but related topics in legal automation. You’ll find details about the mini series and upcoming episodes here.

If you would prefer to watch rather than listen to this episode, you’ll find the video in our CLI-Collaborate (CLIC) free resource hub here.