article thumbnail

Examples of Automated Legal Workflows for Law Firm Efficiency 

CARET Legal

Real Estate Practices: Closing a Sale In real estate firms , closing a sale is one of the most common tasks an attorney does. Schedule follow-up: Automatically send out invites (that sync to your calendar) for client conferences 60 days after a hearing. Why Automate Now?

article thumbnail

The Problem With Taking Practice Management Shortcuts

ALPS

5) Supervising Staff – By way of example, consider a busy real estate practice where an attorney has assigned one staff member the following: all title search responsibilities, preparation of all settlement packages, and additional related administrative tasks. Remember that Rule 5.3