The Process Street

DECEMBER 20, 2021

Adam Schweickert at Wetmore Consulting Group uses Process Street to help their clients document, improve, and automate their processes. Supercharge your client onboarding workflows with these Process Street features. ” Supercharge your client onboarding workflows with these Process Street features.

Technology 110

Technology 110

LawSites

JANUARY 24, 2024

AffiniPay is kicking off this initiative by releasing the first two of these features in beta within the MyCase law practice management platform. The features are available to any MyCase customers. Both features will also soon be released in CASEpeer and text editing will soon be added to LawPay, the company said.

Document Review 118

Document Review Technology Drafting Immigration 118

Attorney at Work

JULY 7, 2021

Lawcus Review: Lawcus has aggressively cross-pollinated lead and client management features across a single platform for law firms. . I say “hard,” not ‘impossible” because Lawcus is one company that has been aggressively combining and cross-pollinating lead and client management features across a single platform.

Legal Technology Solution 107

Legal Technology Solution Law Firm Law Firms Case Management 107

LawSites

OCTOBER 17, 2022

The new CRM module is designed to enable law firms to manage, track, and communicate with prospective clients; automate intake workflows; and provide reporting to help better analyze marketing campaigns. Other features within the module include: Text and video messaging. Create automated campaign workflows.

Law Firm 52

Law Firm Law Firms Legal Legal 52

The Process Street

JULY 18, 2022

We’re keeping to our promise of ‘the best,’ which is why we’ve rounded up some of the greatest workflow software solutions available to make your choice easier. How good HR workflow software can help you The best HR workflow software solution You’re only as good as the tools you use. Do you need a workflow software solution?

Project Management 59

Project Management Construction Calendaring 59

The Process Street

MARCH 27, 2023

According to research from Aberdeen Group , users of marketing automation software are 17 times more likely to track all their data than those who don’t employ these platforms. There are many automation tools to choose from on the market and in this article we’ll run through 10 of the best , giving you a breakdown of what each offers.

Manufacturing 52

Manufacturing 52

Attorney at Work

DECEMBER 22, 2021

Smokeball was founded in 2010 and has been adding useful features for law firms ever since. Frankly, with all the features already in place, it’s going to be pretty exciting to see what Smokeball will be able to add, moving forward, with new investment funds. More Time and Billing Features Within Smokeball.

Law Firm 132

Law Firm Law Firms Case Management Laws 132

MyCase

AUGUST 31, 2022

For example, what are you looking to automate? What processes out there can be automated? What are you looking to automate? As an accountant, this is not my favorite term; however, when you get down to the basics, these are two areas that can be automated. It’s like the “look, mom, no hands” feature.

Legal 80

Legal Legal Law Firm Law Firms 80

CARET Legal

APRIL 12, 2024

Lightening the Load with Law Firm Management Software Law firm management software (legal practice management software) is a powerful tool designed to automate and simplify administrative tasks and allow your attorneys to focus on their core legal work. Case Management Managing multiple cases simultaneously can be overwhelming.

Attorney 80

Attorney Law Firm Law Firms Case Management 80

The Process Street

FEBRUARY 11, 2023

Use automation to eliminate as much recurring work as possible. About 66% of businesses have automated at least one business process, and it is expected that about 69% of all managerial work will be completely automated by 2024. And just like email, webhooks can be incoming or outgoing. So what’s the solution?

Technology 52

Technology 52

The Process Street

FEBRUARY 9, 2022

Armed with process documentation solutions and process automation, Process Street has empowered Murray Dare to cut costs, increase productivity, improve content quality, improve scalability, and more! They analyzed all their tasks to see what could be automated, and realized that around 25% of their copywriters’ time was spent uploading work.

Small Business 104

Small Business 104

LawTechnologyToday

MARCH 22, 2023

What is the main message of The Lawyer’s Guide to Office Automation: Tools & Strategies to Improve Your Firm and Your Life Just try automation. Ultimately, you know your practice, your staff, and your clients so your path to automation will look different than what your colleagues have taken. Not efficient.

Small Business 64

Small Business Lawyer Lawyers Law Firm 64

MyCase

NOVEMBER 30, 2022

Bill Gates said, “The first rule of any technology used in a business is that automation applied to an efficient operation will magnify the efficiency.” There are few industries that can benefit more from automation than legal. . In this article, we’ll cover: An overview of legal document automation software. Fewer Errors.

Legal Documents 52

Legal Documents Legal Legal Law Firm 52

MyCase

JANUARY 24, 2024

MyCase IQ boasts groundbreaking legal AI software features. Benefits of Legal AI Tools AI-driven tools are transforming the legal profession by automating routine tasks like document review, legal research, and case analysis. This automation not only saves valuable time but also enhances accuracy by reducing human error.

Document Review 52

Document Review Legal Legal Legal Technology Solution 52

Rocket Matter

NOVEMBER 21, 2022

Automation. Automation can play an important role in making your law firm’s operations more streamlined and less hands-on, but for many businesses, “automation” may sound like an intimidating, complex topic, one that’s too tech-y to touch. . And when it comes to marketing automation? Set clear goals . For example: .

Law Firm 52

Law Firm Law Firms Laws Legal 52

The Process Street

APRIL 3, 2023

Gmail and Google Calendar are supported by most mobile apps and offer the most integrations to other products too which you can leverage for cool features and automation. Some downsides to using Google accounts (besides everyone’s email ending with @gmail.com) is that there is no central point of control.

Small Business 52

Small Business Calendaring Technology 52

LawSites

OCTOBER 9, 2023

Updates to Clio Grow Updates announced today to Clio Grow, Clio’s client intake and client relationship management software, were: Automated workflows. Automated text messaging. Now, Clio is enabling automated text messages, meaning they can be sequenced to be delivered on a schedule. Email capabilities.

Law Firm 59

Law Firm Law Firms Court Forms Case Management 59

MyCase

DECEMBER 28, 2022

Important features to look for when choosing the best CRM software for law firms . Sending automated scheduling for initial consultations, as well as reminders for eliminating manual processes. What Features Does a Good Law Firm CRM Have? Workflow Automation. The benefits of properly utilizing legal CRM.

Law Firm 52

Law Firm Law Firms Laws Legal 52

Rocket Matter

JUNE 13, 2023

We’ll admit it: the idea of automation can get a little too buzzwordy. But even if you kind of know what that means, do you actually understand what automation does? Legal automation tools are not designed to replace staff, and they can’t cross off your entire to-do list. And yes, you can automate monthly accounting reports.

Legal 52

Legal Legal Law Firm Law Firms 52

LawSites

AUGUST 18, 2022

Last November, the document management company NetDocuments acquired Afterpattern , a no-code toolkit that law firms and legal teams can use to build apps and automate legal documents and workflows, promising at the time that it would be natively integrated into the NetDocuments platform. Advanced automation capabilities.

Legal Documents 52

Legal Documents Legal Legal Document Management 52

MyCase

AUGUST 1, 2022

When you’re jumping from case to case or between emails and phone calls, it’s easy for billable minutes to slip through the cracks—and those minutes quickly add up. . For example, a low utilization rate may indicate that your law firm needs to hire more staff or automate workflows to minimize non-billable time. . Calendaring .

Law Firm 52

Law Firm Law Firms Lawyer Lawyers 52

LawSites

AUGUST 17, 2023

.” When I reviewed ShareFile in 2016, the product was primarily a cloud-based file storage, file synchronization and file-sharing platform that had the added advantage of sending encrypted files and emails either from the cloud or directly from Microsoft Outlook. It also adds enhanced security protections. Task Management.

Law Firm 52

Law Firm Law Firms Document Review Legal 52

CARET Legal

FEBRUARY 19, 2024

For instance, a personal injury law firm might need robust document automation and case tracking features to handle large amounts of paperwork, while a corporate law firm might prioritize seamless integration with contract management and e-signature tools. Consider the type of law you practice. Think about your client demographics.

Law Firm 52

Law Firm Law Firms Laws Technology 52

MyCase

DECEMBER 15, 2022

For example, a mid-sized intellectual property law firm may use its docketing system to schedule filing deadlines and receive automated reminders before important dates. Legal calendaring software uses technology to streamline and automate calendar-related tasks. Automated Docketing Software . Calendaring Software.

Legal 52

Legal Legal Calendaring Law Firm 52

Rocket Matter

JANUARY 16, 2024

That’s right—your devices aren’t just for calls, emails, and research. Customized workflows : Features that can be adapted for specific legal needs and practices. By integrating these tools into your day-to-day workflows, you can significantly elevate your legal practice’s operations. million apps available.

Lawyer 52

Lawyer Lawyers Calendaring Law Firm 52

LawSites

MARCH 23, 2023

Previously, I posted part one of my roundup of Legalweek news, featuring news from Reveal-Brainspace, Casepoint, DISCO, ContractPodAi, Haystack ID and the newly launched Repario. Larger nodes indicate higher volumes of correspondence, and the size of the line between any two nodes shows how often people email each other, Everlaw says.

Everlaw 103

Everlaw Legal Technology Solution eDiscovery Contract 103

LawTechnologyToday

MAY 30, 2022

Bringing automation to your firm can save time and money. And how do you ensure the automation process doesn’t sacrifice your ability to provide a client-centered experience? Below we’ve outlined the best practices when it comes to investing in the automation process. Why automate law firm processes? Create a plan.

Law Office 102

Law Office Laws Law Firm Law Firms 102

LawSites

DECEMBER 15, 2021

Lawmatics , a company whose platform provides client relationship management (CRM), client intake and marketing automation for attorneys, has closed a $10 million Series A financing round, it is announcing today. Related: LawNext Episode 16: Lawmatics Founder Matt Spiegel on Automating Legal Marketing. ”

Lawyer 125

Lawyer Lawyers Legal Legal 125

Rocket Matter

SEPTEMBER 14, 2022

One way to take the stress out of your job is to automate certain tasks. Automating tasks can take the pressure off your schedule and help you concentrate on your most pressing responsibilities. Here are six different ways to automate your criminal defense practice. Automating calendars has many purposes.

Calendaring 52

Calendaring Legal Documents Case Management Document Management 52

The Process Street

AUGUST 27, 2021

In the case of doing outreach, we put our list of email addresses of similar companies into Close and shoot out a sequence. The Process Street workflow it runs is a content collaboration process. One of the steps in the workflow is to assign a Lead Score to the company. How we do outreach to new co-marketing prospects.

Social Media Management 105

Social Media Management 105

The Process Street

OCTOBER 20, 2021

Let’s put this simply… Workflows are the way people get work done, and can be illustrated as series of steps that need to be completed sequentially in a diagram or checklist. You can execute a full workflow alone (like writing, editing and publishing a blog post), or it can involve multiple people (like invoicing a client).

Finance 98

Finance Freelance Small Business Manufacturing 98

The Process Street

MARCH 18, 2023

The semi-automated Process Street method After we hit a certain feedback volume, manual processing went from being cumbersome to completely unviable. As we usually do, and since Process Street is such a flexible tool, we started capturing, analyzing, and automating our user feedback with our own software.

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The Process Street

OCTOBER 13, 2021

Engagement : Once your customers are aware of you, they’ll start to seek out your marketing content by following you on social media , signing up to your email , checking out your blog, etc. Features : Social media analytics. Features : Content authoring. Features: Contact and account management. Follower analysis.

Social Media Management 111

Social Media Management Contract 111

Rocket Matter

NOVEMBER 14, 2022

Software like Rocket Matter offers integrations that let you bill for time directly from your email accounts. Understand your workload and workflow in your project management software. When you can break down each matter into an automated set of tasks, you get a complete picture of the work involved. .

Project Management 98

Project Management Law Firm Law Firms Legal 98

LawSites

MARCH 2, 2023

Aiming to help law firms capture more client leads and streamline client intake, the law practice management company Smokeball is introducing Smokeball Intake, an intake workflow system integrated within its platform that is intended to provide potential clients with the kind of digital experience they expect from a modern law firm.

Laws 52

Laws Law Firm Law Firms Personal Injury 52

LawSites

APRIL 6, 2022

Periodically here, I am featuring the latest products to have been added to the directory. Our solution organizes and secures the information in documents and emails, so professionals can find what they need, work with it, and share it securely with peers.” Here are this week’s 10 most recent additions: Lawcus. ” LawWurk.

Legal Technology Solution 52

Legal Technology Solution Technology Legal Legal 52

MyCase

OCTOBER 13, 2022

Law firm apps enable legal professionals to create powerful, efficient, and digital workflows. You can use the power of technology to automate key tasks and get hours of your work day back. This includes automation for tracking time, generating invoices, building contracts, and accepting online payments. Still not sold?

Lawyer 52

Lawyer Lawyers Law Firm Law Firms 52