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Examples of Automated Legal Workflows for Law Firm Efficiency 

CARET Legal

FEBRUARY 14, 2024

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.

Law Firm 52
Law Firm Law Firms Legal Legal 52
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The Problem With Taking Practice Management Shortcuts

ALPS

JULY 7, 2022

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. By way of example, not all clients wish to pursue litigation. Be accessible 24/7. Listen to them. Ask questions.

Calendaring 105
Calendaring Attorney Real Estate Title Search 105
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