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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

Another reason for doing so is the doctrine of continuous representation, which can result in the tolling of the statute of limitations in malpractice cases. You don’t want to create an opportunity for clients to assume you will continue to look out for their legal interests going forward if that’s not your intent.