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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

5) Supervising Staff – By way of example, consider a busy real estate practice where an attorney has assigned one staff member the following: all title search responsibilities, preparation of all settlement packages, and additional related administrative tasks. By way of example, not all clients wish to pursue litigation.