CARET Legal

MAY 12, 2025

Law firm succession planning is often overlooked until it becomes urgent. And while succession conversations can be difficult, putting them off only makes the process harder. The goal of succession planning should be to create operational continuity so that clients, staff, and incoming leaders can move forward with clarity.

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Law Firms Law Firm Legal Legal 52

The Process Street

JUNE 7, 2021

For years, Process Street customers have been automating work and showing us first-hand the value of integrating Process Street with other tools to create powerful workflows like updating Salesforce opportunities, filing Jira tickets, and sending DocuSign contracts. Allow me to introduce Process Street’s Automations feature!

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Contract 111

The Estrin Report

NOVEMBER 11, 2024

After what we hear is a successful interview, the firm dilly dallies. I want to emphasize that my overall interactions with the rest of the IP team throughout this process were positive, which is why I continued to make myself available, even when the firm did not reciprocate in a considerate manner over the past month.

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The Process Street

MARCH 21, 2022

That’s why employee onboarding is so important. Typically, onboarding happens during their first week. There’s a ton of misconceptions around orientation being part of onboarding: which is the most important, what tasks are associated with each, and so on. That’s what we’re taking a look at in this Process Street article.

Human Resources 111

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Attorney at Work

OCTOBER 4, 2021

Now, it does take some courage to launch a business without products …but what I’ve found by building an audience first is that group of people is so much more receptive to buying anything from you. Of course, someone could just start a regular practice and be successful: use word-of-mouth, spot advertising and what not.

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Lawyer Lawyers Calendaring Law Firms 244

The Process Street

FEBRUARY 23, 2022

Bamboo HR found that employees are 18 times more likely to feel committed to an employer if they’re given an effective onboarding experience. This is something you certainly want to achieve when onboarding new hires. You might want to head to trusty Microsoft Word to create this effective onboarding experience. Don’t believe me?

Construction 103

Construction Human Resources 103

The Process Street

OCTOBER 1, 2021

Highway 2021 was an event we hosted to chat with industry leaders about everything process-related. So grab a coffee, sit right down and let Process Street show you to the future of process management! Here’s an overview if you want to jump ahead: Welcome to the Future of Process Management!

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Technology 111

The Process Street

JANUARY 4, 2021

Not with Process Street though. Thanks to our customer success team, no customer of ours ever feels lost, uncared for, or abandoned. Let’s find out together as we go through: Why Process Street would be lost without its customer success team. What does a customer success team actually do? Ready to succeed?

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The Process Street

FEBRUARY 14, 2022

Let’s face it, the Excel experience is anything but memorable, which is troubling when you’re using a new employee onboarding Excel template. Effectively onboarding your new hires brings heaps of advantages to the table. For example, good onboarding can boost employee retention by as much as 82%.

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Document Management Entertainment Construction Human Resources 104

The Process Street

DECEMBER 7, 2020

With this small but effective tip, I’ve not only taught you how to get more value out of your phone, but I’ve also given you an example of how customer success works. And, judging by the fact that the use of customer success software platforms has risen from 25% to 43% over the past few years, so would a lot of other people.

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Contract Education 132

The Process Street

DECEMBER 17, 2020

You can often spend too long looking for answers to questions like these: “ Which processes in the Sales team run smoothly and which take longer than they should? ”. “ Have we reduced the time it takes HR to complete the onboarding process, for new Account Executive hires in particular? ”. “ Let’s get started. Let’s get started.

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The Process Street

APRIL 19, 2021

After seeing companies spend big money with no systematic approach to customer success, Philipp knew something had to change. Customer success is vital to a company’s growth because customers are the ones that bring revenue. But you may be asking, what does a customer success manager even do? Let’s jump right in!

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Education 111

The Process Street

MARCH 8, 2021

Glassdoor reports effective employee onboarding increases retention by 82%. “Organizations with a strong onboarding process improve new hire retention by 82% and productivity by over 70%” Now consider the cost of hiring a new employee is between ~ 6-9 months salary (the average salary for a customer success manager in the U.S.

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Human Resources Calendaring Technology 88

The Process Street

APRIL 17, 2025

No real-time visibility into key workflows: Leadership couldn’t track order fulfillment, onboarding, or issue resolution progress. I nefficient processes limited scalability: Calderys couldnt scale core workflows, especially around customer and production operations, without automating repetitive tasks and connecting systems.

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Project Management Manufacturing 52

The Process Street

NOVEMBER 29, 2021

Now, hopefully, your internal onboarding processes aren’t at risk due to your CEO’s sibling overthrowing their rule or violent colonization by an invading force, but if your organization’s employee onboarding isn’t a documented process anyone could use, it’s about as useful to your company as an Incan quipu is to a 21st-century New Yorker.

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Human Resources 109

The Process Street

JUNE 18, 2021

“ Employees in a well-structured onboarding program are 69% more likely to remain at the company after 3 years.” 1 out of 25 employees leave their new job due to substandard onboarding experiences. In contrast, a good employee onboarding program can boost employee retention by 69% after 3 years.

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Human Resources Technology Manufacturing Government 104

The Process Street

APRIL 26, 2021

Process Street is growing like crazy. In this post, I talk to Process Street’s newbies about their first month with us. Brian Ralston, Customer Success. Process Street leans into using great tools to make remote work successful and fun. Once I joined the team, I’d say my onboarding was two weeks long.

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The Process Street

DECEMBER 2, 2020

A SaaS heavyweight & one of the largest tech companies in the world with over 49,000 employees in 28 countries, Salesforce has built the worlds most successful CRM – not to mention the tallest building in the Western US, the Salesforce Tower. with Process Street. New employee onboarding & training.

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Education 90

The Process Street

JULY 5, 2021

Virgin started the company to give the information and support needed for health and wellness experts to build a successful brand and grow. Process Street is a vital part of Mindshare’s offering, and we spoke to some of Mindshare’s top clients to find out how we have benefited them. Employee onboarding. Christianson.

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Contract 105

The Process Street

APRIL 20, 2022

We’re super excited to announce our brand new employee onboarding podcast , focused on sharing insights & uncovering the trade secrets of employee onboarding! In this Process Street post, I’ll present our first three episodes with the key takeaways, and of course a link for you to listen. “The Ritz Carlton.

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Technology Human Resources Sports 111

The Process Street

SEPTEMBER 27, 2021

For HR managers in charge of onboarding new employees , daily tasks can quickly become difficult to track and overcomplicated. In this article, we’ll show you how our customers manage their daily HR tasks using Process Street. Streamline your daily HR tasks with Process Street. Assign your team.

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Human Resources Finance 105

The Process Street

FEBRUARY 26, 2021

Maturity models can be a great way to build and assess how successful an organization or system is at achieving continuous improvement. In this Process Street article, we’ll cover: How to assess content quality. Content marketing metrics to measure success. Our internal process for quality control: The BAMM review.

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Drafting Education 119

The Process Street

SEPTEMBER 6, 2021

She is passionate about helping customer success teams succeed by crafting big-picture strategies executed through automated, streamlined processes that put the right data in front of the right customer at exactly the right time. No matter how your processes came to be, I can tell you one thing: they’re not perfect.

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Calendaring Education 116

The Process Street

JANUARY 26, 2022

Simple: Build one. It’s my job to build processes; I do it all the time. At Process Street , we do build processes all the time. This means – that’s right – we’ve already built the process you need. Employee onboarding: Everything’s impossible until somebody does it. Don’t worry.

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Human Resources Freelance Entertainment Finance 104

CARET Legal

APRIL 7, 2025

Transparency involves fostering clear communication, predictable pricing, and accountability throughout every process Clients expect clarity, transparency, and a firm that keeps them involved at every step. Firms that provide upfront cost estimates and detailed invoices that remove confusion build stronger client relationships.

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Law Firms Law Firm Laws Case Management 57

Attorney at Work

DECEMBER 13, 2021

It will take time for even the brightest marketers and copywriters to build up their knowledge base so they can write more efficiently. Here’s my recommendation: As part of the onboarding process, schedule three two-hour meetings with your marketing team. This will be an ongoing collaborative process, and a two-way street.

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The Process Street

APRIL 8, 2021

This is where you switch into onboarding mode. You need to build a team that has a common goal and that knows how the work is going to get done. In this article, I’ll share my top tips for onboarding new people to a project team. Project onboarding: Getting the team engaged. Project onboarding: Getting the team engaged.

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Project Management Calendaring Legal Legal 104

The Process Street

SEPTEMBER 16, 2022

Employee onboarding best practices are the anchor to stop you from going adrift. The truth is that excellent onboarding leads to 69% of employees staying with you for up to three years. That’s why Process Street has written this article to point you in the right direction. Onboarding tip #2: Have an onboarding roadmap.

Human Resources 100

Human Resources 100

CARET Legal

JULY 5, 2024

If you’re entering a scaling phase, your law firm has likely achieved growth and success and now you’re ready to expand operations, increase the client base, and potentially diversify services. If your processes are running smoothly and your team has the capacity to take on more, it may be time to scale.

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Law Firms Law Firm Laws Real Estate 115

LawTechnologyToday

JUNE 8, 2021

How will certain processes look after the adoption? Will there be a training/onboarding period? Handling Internal Objections is Part of the Process. And during that critical thinking process, objections will come to mind. Instead, accept them as a part of the process. You want to do this early on in the process.

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Technology Law Firms Law Firm Project Management 127

The Process Street

MARCH 12, 2021

If successful, a go-to-market strategy will be your salvation and prevent you from failure. Through the course of his career at companies like Twilio , SendGrid , Twitter , Dynamic Signal , and now Process Street , Bryan has noticed what contributes to GTM success. 6 factors to consider when building a go-to-market strategy.

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Contract Education 126

The Process Street

AUGUST 23, 2021

It’s the problem which led to us creating Process Street when I ran a small business. It’s the problem people and businesses of all sizes now come to Process Street to overcome. A huge part of that is process management. According to our research, 42% of respondents say their teams have no time to create processes.

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Small Business 116

The Process Street

MARCH 10, 2023

For others, it could mean processing information differently than someone who is “neurotypical.” In this article, I’m going to tackle the subject of how to effectively onboard and support neurodiverse individuals. Challenge 2: Lack of support When onboarding neurodivergent employees, providing adequate support is crucial.

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Human Resources Technology Education 98

The Process Street

MAY 31, 2021

With this in mind, when it comes to customer success , it’s important you play your cards right to retain your customers. In this Process Street article, we draw from McKinsey & Company’s post, Introducing customer success 2.0: Customer success 2.0 vs. customer success 1.0. Customer success 2.0

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Human Resources Litigating Litigation Legal 105

The Process Street

JULY 23, 2021

You need a way for your teams’ processes to be done right, done on time, and documented in a way that allows those processes to be improved over time. So you come to Process Street, which enables anyone in your organization to execute each process with consistency, visibility, and accountability. Let’s get moving!

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Project Management Small Business Contract 105

The Process Street

DECEMBER 15, 2021

There’s no such thing as a perfect process. The best process builders consistently tweak and improve their workflows over time. These principles — more formally called continuous improvement — were the inspiration for the newest Process Street feature: real-time run updates. You never have to worry about saving as you build.

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Rocket Matter

MARCH 28, 2025

The post Law Firm Management: Key Insights and Strategies for Success appeared first on Rocket Matter. Get free e-book Legal brilliance alone doesn't guarantee the success of a law firm. To effectively manage these complexities and achieve long-term success, effective law firm management is crucial. Client Relations.

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