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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. 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.