Audit with ease
A legal audit questionnaire is a vital tool to assist legal teams in assessing compliance of laws and regulations.
Law firms are often asked to conduct these for clients, and corporate counsel are often required to do this for the business they serve. Legal audit questionnaires can be needed in response to a regulatory requirement, an investigation, or a transaction.
Legal audit questionnaires provide a systematic rubric for businesses in order to assess their legal strengths and weaknesses in depth. By completing these questionnaires, clients are able to identify key areas that need further work. This knowledge is crucial for clients to maintain a transparent and lawful organisation.
An automated legal audit questionnaire provides an easy and enjoyable user experience for clients to interact with, and lets legal teams focus on the actual results of the audit report and what the next steps for the clients are.
Implementing automation to your workflow
Businesses can request a law firm or legal counsel to conduct legal audits for a variety of different fields or reasons. With Josef’s advanced no-code automation software, legal teams can easily build legal audit questionnaires in the form of a chatbot or a smart form to take users down a route that is specific to them.
Legal professionals can create a custom Josef bot to guide clients through the questionnaire. Building a bot on Josef is as simple as clicking, typing, dragging and dropping to create a series of connecting messages and pathways.
Legal teams can then upload one of their existing legal audit report templates on Josef’s platform and connect it to the bot, if they wish. The bot populates the document according to the answers it receives.
Clients can enter specific data into the questionnaire, including freeform text, dates, emails, links, documents and more. Josef’s intelligent system can capture this data and automate a form ready for review.