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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.

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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.