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Examples of Automated Legal Workflows for Law Firm Efficiency 

CARET Legal

It’s important to note that workflows can be automated by indicating a specific date for one task or event — like the date of a court hearing, or the close date of a sale. Estate Planning Practices: Probate In estate planning firms , everything is centered around probate court hearings.

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The Problem With Taking Practice Management Shortcuts

ALPS

In addition, clients should be informed of all court dates, all filings, and all offers to settle or mediate. 6) CalendaringCalendaring errors remain a leading cause of malpractice claims. To avoid these kinds of missteps, you must have in place an office-wide calendar and clearly defined procedures regarding its use.