Automation opportunities: watch how they help save time, reduce errors and remove stress [on demand webinar]

Automation can sound overwhelming, but Jordan Turk and Chelsey Lambert broke it down into three manageable parts in their recent CLE, which you can watch here for free. They also connected automation practices to ethical considerations. Afterall, automating one's practice doesn't just save time, reduce errors, and alleviate stress; it also helps ensure excellent client communication, protected information, and other top ethical concerns.

Here's how they broke down automation opportunities across a firm:

Getting the work

• Lead generation
• Intake
• Scheduling

Doing the work

• Document automation
• Workflows
• Utilization reports
• Unified calendaring
• Expense tracking

Billing the work

• Capturing time
• Invoicing
• Payments
• Profitability reports

Don’t try to tackle all these areas at once! Think about where you're losing the most time and money, or where you’re experiencing the most stress. Prioritize automation at those points and build from there.

Smokeball's free Getting Automated guide walks you through the above step by step, so no matter where you are in the process you can start, grow, or optimize your firm's automations.