Hello Friends! I am starting to create workflows for my personal injury practice. The standard ones that Smokeball already has didn’t function well for me. Wondering what processes you all have set up workflows for and how they’re functioning to help improve efficiencies and systems in your practice.
Looking forward to connecting and hearing from you!
Faith
Any suggestions for Faith?
Hi Faith! We’re a divided office where half of us seem to love workflows and the other not so much.
I am on the love side. We’ve created a bunch and modified existing templates from Smokeball to our personal liking. My favorites might be our Settlement workflow which helps me remember the numerous steps to do, and the pre-trial workflow. It’s been incredibly useful to keep track of what’s up next. Our lien workflow is also a nice tool.
SandyPDX, thanks! I’d love to have a detailed conversation with you about what you include in those workflows. I’ve got one for both and they feel really clunky and just aren’t really helpful.
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