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In this month’s CLE, lawyers Jordan Turk and Jared Correia share best practices to help your firm operate efficiently and productively. 

Scroll for an overview of what they covered, and be sure to click for the full webinar and slides.

Part 1: Modern Law Firm Technology  
Jared reviews must-have software and technology for firms today. 

  • The Big Four
    • Case management software 
    • Productivity software 
    • Accounting software 
    • Customer relationship management software
  • Improving communications  
    • A review of internal communication platforms, virtual receptionists, client portals, and other options
  • Improving efficiency 
    • Software vs. spreadsheet 
    • Document assembly 
    • Process management 
  • Integrations
    • The difference between direct, third party, and DIY integrations—and how to leverage them 

Part 2: Utilizing Workflows
Jordan makes the case for taking advantage of this underutilized feature.

  • 10 reasons you should use workflows 
  • Adopting workflows in your practice 
    • Start with the heavy hitter workflows, outline the steps, and build out the process 
  • Using AI to jumpstart your workflows
  • CLE flashback: Reclaim Your Day with Automated Workflows 

Part 3: Data Analytics
Jared explores one of the most effective way for a firm to grow.

  • Analytics explained 
    • Managing statistics effectively 
    • KPIs and ideas on which ones to track
  • Financial metrics
  • Marketing metrics 
  • Performance metrics

Remember: when it comes to optimizing law firm operations, you don’t have to tackle everything at once. Start by watching the webinar. Decide what piece you want to pursue this month or quarter and build out from there. 

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