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Examples of Automated Legal Workflows for Law Firm Efficiency 

CARET Legal

Real Estate Practices: Closing a Sale In real estate firms , closing a sale is one of the most common tasks an attorney does. Civil Litigation Firms: Depositions In civil litigation firms , setting up a deposition with a client is usually one of the first things that needs to be done.

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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. Consider also that this one staff member is already trying to manage an excessive caseload.