Part 2 - Tools for Streamlining and Automating Your Law Practice
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Transcript of Part 2 - Tools for Streamlining and Automating Your Law Practice
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Tech ToolsJordan L. [email protected]@jordanlcouch
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Introduction●This is just an overview●You don’t need all of these (fewer = better)
●There’s probably an app for that●If there isn’t an app for that, there’s probably an app to build that.
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Client Acquisition●Not advertising●Humanizing/Branding
●Building systems to attract clients
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Social Media● Find what works for you● Be a human first● Offer valuable content● Be consistent● Build systems
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Automate It●Control posts
●Follow feeds●Be Notified●Track Analytics
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Fremium Services●Effortlessly attract paying clients, divert those unwilling/unable to pay.
●Teach potential clients when and why they need an attorney.
●Treat Q&A forums like a potential client call.
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Examples
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Intake●Save time, get info up front from anywhere.
●Give clients freedom and choice●Engage clients automatically●Monitor the intake process
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Adobe● Essential document
tool
● Track and sign
● Redact files
● Edit and Organize
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Cloud Forms
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Anytime/Anywhere●Let potential clients schedule●Take good calls anytime●Engage automatically●Virtual meetings
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Scheduled Apts.
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24/7 Intake ● Receptionist asks questions.
● Depending on answers call is forwarded.
● If not forwarded, email with potential client info sent.
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Auto Engagement● All site visitors
automatically engaged
● Communications routed directly to attorneys
● Only interested visitors routed
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Virtual Meetings
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Monitor Intake●Track marketing
●Monitor processes
●Enhance conversion
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Workflow●Cloud Practice management
●Cloud kanban boards
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Why It’s Essential●Work from anywhere●Seamlessly collaborate with a team●Customize dashboards/workflow●Link and automate
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Clio Dashboard
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Trello Dashboard
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Trello Project Management
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Communication●Give clients options
●Go mobile●Consolidate●Communicate better
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Options●Text to email●Fax to email●Portal to email●Routed Phones
●Virtual receptionists
●Instant messaging
●Video calls
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In-house messengers
● Designed for teamwork
● Allows work from anywhere
● Customizable
● Adds a bit of fun
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Collaborate●Cloud based programs make it easy●Access anywhere●Assign tasks, work simultaneously●Slack, Trello, Dropbox, G-Suite, Office 365
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Robotic Help●Grammarly, Wordrake, PerfectIt
●Advanced writing assistants
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Track Performance●Automate client feedback●Organize data in a useful form●Link KPIs to specific clients
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Collection ● Automatic Systems
● Client provided
● Manual Systems
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Organize and View
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Connect & Automate●Link all of your cloud services●Achieve more without duplication●Enhance capabilities
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Zapier/IFTTT●Link cloud programs
●Set trigger events
●Automate reactions
●Complex chains
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Ad ons●Trello, Adobe, G-Suite, Slack●If the tool doesn’t do it, an ad on likely does
●Calendars, Repeats, Legal Research, Order Pizza, Random Facts
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Trello Ad Ons
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Tatsu.io
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Originally created by Ansel Halliburton - https://github.com/anseljh/casebot
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Questions?