Put Your Firm on Autopilot
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Overwhelmed by everything you need to get done in your practice—including tedious administrative tasks? Well, you don’t need to be! You can put a lot of pesky law office responsibilities on autopilot, so you can fully concentrate on practicing law. In other words, implementing technology and automation in your practice and putting certain processes in place can make your life a lot easier. Join us for this webinar to learn how to create the right systems for your practice and how to leverage automation for such systems. Then you can rest assured that important tasks are always taken care of—so you can just focus on serving your clients.
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Put Your Firm on Autopilot
- 1. Put Your Firm on Autopilot Using Systems, Automation, Templates and Checklists Allison C. Shields, Legal Ease Consulting, Inc.
- 2. Introduction Why automation is important to modern law practices Automating to improve consistency and efficiency
- 3. What you will get from this webinar Hear Hear concrete examples of what to automate and how to use templates, forms and checklists throughout your practice Find out Find out which tools you can use to help you easily automate Get Get step by step instructions for how to create systems in your own practice Understand Understand how to create systems the right way for maximum productivity Discover Discover the important step you need to take BEFORE implementing technology and automation to get the most benefit Learn Learn why systems and automation are so critical for the modern law practice
- 5. POLL How do you use systems in your practice? 1. I use systems a lot in my practice 2.I have systems but they’re rarely followed 3.My practice is run mostly without regular systems in place 4.I don’t have many systems
- 6. What can be systematized? Potential client interviews Conflicts checking Client intake Opening files File naming Reporting and notes Depositions
- 7. What can be systematized? Obtaining medical records and/or other evidence Day to day file handling Billing and accounts receivable Closing files Client contact Client feedback Marketing and business development Onboarding and terminating employees
- 8. How to Create Systems What system do you want to create? Document the steps Consider who should perform each step Include timing and deadlines Create forms, checklists and procedures as you go along Consistency is key.
- 10. Example: Case Handling What are the steps from intake through conclusion? How will these steps be accomplished? Who is responsible for accomplishing each step? When do these steps need to be completed?
- 11. Example: Case Handling How often do we need to communicate with clients? How should communication with clients be handled? What systems can be put into place for consistent client communication and follow-up? Checklists Automated reminders Template or Form letters Flow charts What tools can/should we use?
- 13. Example: Client Intake What information do we need from each client? Create a checklist or questionnaire for use with every client Develop templates or form letters to follow up with potential clients Use templates, forms, or document assembly for your retainer agreement and engagement letter
- 14. Example: Client Intake Create a timeline or list of items to follow up on after the initial intake Enter any deadlines or follow up dates into your calendar system for follow up Assign roles and responsibilities
- 16. Example: Meetings Why are we meeting? Who should participate? Set and communicate the agenda in advance Start on time (regardless of attendance)
- 17. Example: Meetings Reiterate the purpose Designate a facilitator Stay on task Look for points of agreement Wrap up with a summary of what was agreed upon and who is responsible Create an action plan
- 19. Example: Online Marketing Brainstorm topics and headlines Create the schedule Identify keywords Write post Add image(s) to post Schedule post Promote on social media Add to the firm’s newsletter Send to clients via email
- 20. Put it in Writing!
- 21. Using Forms, Templates and Checklists
- 22. POLL Do you use forms, templates and checklists in your practice? 1. I have no forms, templates or checklists in my practice 2. I use forms, templates and checklists, but only sporadically 3. I use forms, templates and checklists regularly, but for only a few tasks 4. I regularly use forms, templates and checklists for many tasks
- 23. How can you use these tools? Automating client forms (if you can’t beat LegalZoom…) Client workflows, timelines, checklists Interactive client forms Billing and invoicing Blog post template Conference checklist
- 24. Tips for success Test, test, test! 1 Prepare to revise 2 Get input from others 3 ALWAYS use it 4 Use to establish accountability 5
- 25. Automating It
- 26. Automation Tools Text expander/Quick parts Email signature Zapier, IFTTT and other programs Auto-trigger Document assembly Matter workflows Practice management software
- 27. POLL What automation tools do you use in your practice? 1. Document assembly 2. Matter workflows 3. Auto-timers 4. Form creators 5. Auto-triggered actions 6. Other
- 28. Questions?
- 29. Thank You Allison C. Shields Allison@LegalEaseConsulting.com Phone: 631-642-0221 LawyerMeltdown.com LegalEaseConsulting.com (blog)
- 30. Special for webinar attendees! 25% off with code ROCKET618
Editor's Notes
- Think globally about your practice
- One of the biggest time-wasters!