The Power of Automation [webinar recap]

In this month’s CLE, lawyer Jordan Turk shares best practices for streamlining your law firm so you can be more efficient and profitable. Check out the overview below before driving into the full webinar recording and slides. 

Part 1: Get the Work 
Streamlining the intake process and initial communication will build positive client relationships and ensure you’re adhering to ethical obligations. 

• Ethical considerations around client communications 

• Lead generation – what it is and an exercise 

• Software to assist with Intake 

Part 2: Do the Work  
Jordan emphasizes how automation increases accuracy, improves productivity, and ensures deadlines are hit. 

• Ethical considerations around nonlaywer assistance 

• Benefits of document automation and how it works (and doesn’t) 

• The power of workflows and how they differ from checklists 

• Unified calendaring 

Part 3: Bill the Work 
Automate your invoicing and use bulk bills to your advantage, so you can send out as many things at once as possible. 

• Ethical considerations around billing and invoicing 

• Automatic time tracking to capture billable hours 

• Breaking down invoice automation and payments 

Jordan reiterates that the goal isn’t necessarily to automate every process or task at your firm. Use this webinar to see what repeatable tasks drain time or cause errors. Start by automating those processes. Once you see the results, you’ll be encouraged to tackle other elements of your practice.