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Examples of Automated Legal Workflows for Law Firm Efficiency 

CARET Legal

With legal workflow automation software, you can set up a “Closing-Sale” workflow template that automates the following steps after creating a record and adding a close date: Title search: Automatically get notified of upcoming closings 10 days before. This workflow starts as soon as you file the summons and petition for dissolution.

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The Problem With Taking Practice Management Shortcuts

ALPS

At a minimum, you should review the monthly client trust fund account reconciliation report as a way to help catch any inadvertent payment errors and confirm that all funds on deposit for each client are accounted for. 6) CalendaringCalendaring errors remain a leading cause of malpractice claims. Remember that Rule 5.3