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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. By way of example, not all clients wish to pursue litigation. Clients should be informed of their rights, especially in criminal matters. Be accessible 24/7. Listen to them. Ask questions.