Paralegal Bootcamp

AUGUST 5, 2022

I created a litigation workflow for pre-lit and litigation as I learned the terms and their place in line. I created lists of questions I couldn’t answer myself over the course of every 2-3 weeks or so. We’re talking a lot about improving processes to streamline efficiency and address the goal of a clear workflow.

Paralegals 246

Paralegals Paralegal Project Management Paralegal Certificate 246

Paralegal Bootcamp

NOVEMBER 2, 2024

Get 4 Tips for Drafting Billable Time Entries. It helps legal professionals improve their workflow. Developing efficient workflows, leveraging automation, and utilizing time management tools are some ways to increase productivity. Even though these hours do not directly make money, they still add value to the law firm.

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Paralegals Paralegal Law Firms Law Firm 146

The Process Street

DECEMBER 22, 2021

Perhaps the one we’re most excited about: 1 million workflows ! That’s right, since launching Process Street users have now created more than 1 million workflows on the platform. Over the years we’ve made our Workflows product more and more powerful. Bringing the workflows to you, with Slack app.

Small Business 141

Small Business Law Office Laws 141

The Process Street

JULY 23, 2021

By now you’ve experimented with some of the pre-made workflows. In this post, I’ll cover the top 11 features of Process Street workflows and how to use them to optimize your own processes and become a master of modern process management. Expert feature #4: Stay flexible with instant workflow updates. Let’s get moving!

Project Management 105

Project Management Small Business Contract 105

The Process Street

OCTOBER 20, 2021

Let’s put this simply… Workflows are the way people get work done, and can be illustrated as series of steps that need to be completed sequentially in a diagram or checklist. You can execute a full workflow alone (like writing, editing and publishing a blog post), or it can involve multiple people (like invoicing a client).

Finance 98

Finance Freelance Small Business Manufacturing 98

The Process Street

JULY 22, 2022

The strengths and weaknesses of each generation Five tips for engaging a multigenerational workforce. For example, you could have a staff member from Generation Y or Z (often referred to as digital natives ) showing a Baby Boomer how to use online workflows and knowledge base software. What is a multigenerational workforce?

Human Resources 98

Human Resources Small Business Technology 98

The Process Street

FEBRUARY 16, 2022

Capture and organize all of your operational knowledge and SOPs with Pages, which allow standalone documentation to live side-by-side with your interactive workflows. Add the complete functionality of Process Street workflows to your Slack workspace with the Slack App and get more done with less effort! CRM and sales. Key features.

Project Management 115

Project Management Calendaring Government 115

CARET Legal

MARCH 13, 2024

We’ve provided several tips to help law firms optimize their operations and achieve greater efficiency in 2024. The Best Tips for Improving Law Firm Efficiency Efficiency is crucial in the legal industry and law firms are constantly seeking new ways to improve their productivity while still providing exceptional legal services.

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Law Firms Law Firm Legal Legal 124

The Process Street

MAY 3, 2021

I’ve broken them down into three easy sections, so no matter your level, you can jump straight to the tips you need – and hey, no one’s gonna judge if you want a little refresher! Taking it to the next level: Slack tips for the already initiated. Expert tips for the Slack-savvy. How to use Slack 101: Back to basics.

Calendaring 98

Calendaring Drafting 98

The Process Street

JULY 2, 2021

We’ve produced your ultimate workflow guide to help you create this account health scorecard. This template is free for you to use from your Process Street account (you can sign up to create your free account here ). Create an account health scorecard that measures customer and business success.

Construction 105

Construction 105

The Process Street

MAY 28, 2021

Factor #2: Streamlining content workflows and writing processes. Creating workflows and writing processes are crucial for speeding up article completion, improving quality , and enabling your team members to work more independently. Here are some tips to help: Segment your content by topics. You’re good to go.

Calendaring 104

Calendaring Freelance Drafting 104

Attorney at Work

JANUARY 7, 2022

Start with your clients and your staff to identify current pain points, and envision what you’d like to see for a seamless workflow. For example, if you’re a Microsoft user looking to develop checklists and workflows, explore Teams. In his Forbes article “Tips for Protecting Yourself Against Rising Cybercrime” (Sept.

Technology 309

Technology Legal Technology Solution Lawyer Lawyers 309

LawTechnologyToday

FEBRUARY 7, 2022

I’d like to debunk some common myths about legal tech—from robots replacing lawyers to addressing legal tech integrations—and provide some practical tips your firm can use today. Tip: Use intelligent automation to help you make informed decisions that are in your and your clients’ best interest.

Legal 118

Legal Legal Legal Technology Solution Technology 118

The Process Street

MARCH 7, 2023

That’s why we’ve begun to use OpenAI within Zapier to create AI-generated automation to make workflows faster and easier than ever before. The value of intelligent automation Using AI to automatically generate recruitment emails How to set up the workflow Confused? What is intelligent automation? No problem!

Drafting 98

Drafting 98

The Process Street

DECEMBER 13, 2021

Why: Why does this workflow exist? “My name’s Anne Perry and I’m a Workflow Design Consultant here at Process Street, which means that my job is to work with customers like you to help build your workflows with you as a dedicated strategist, or build them for you with our workflow design services. .

Finance 116

Finance 116

The Process Street

FEBRUARY 11, 2022

Below are 9 tips, as mentioned on the Greenhouse blog , on how to create a successful talent management system for your company. Tip #1: Name your organizational goals. This is why we have created these free workflows to support you in defining and creating diverse and inclusive values.

Human Resources 101

Human Resources Education 101

The Process Street

SEPTEMBER 20, 2021

That’s why IT managed service teams worldwide use Process Street to manage & automate their daily workflows , for processes like: Network & server security audits. This workflow is scheduled to run daily on weekdays, and the IT manager is pre-assigned to the first task. Reviewing audit logs. Performing daily backups.

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The Process Street

NOVEMBER 29, 2021

You ended up here looking for some quick tips to get more organized, not upend the whole thing. Not only that, but every department and team within your company is going to have different needs, processes, and requirements for their onboarding workflows. Here at Process Street, we build our processes around workflows.

Human Resources 109

Human Resources 109

The Process Street

MARCH 11, 2021

Setting up a home workspace: Top tips from a small business owner. Setting up a home workspace: Top tips from an SEO team lead. Setting up a home workspace: Top tips from a graphic designer. It is crucial for ensuring that your eyes do not strain and for creating ambiance. Getting started with your home workspace.

Work From Home 111

Work From Home Small Business Education Technology 111

MyCase

JULY 22, 2024

Robust, capable software can streamline workflows, reduce redundancies, and improve team collaboration. The growing adoption of AI tools changes the daily workflow of lawyers and their support teams, while lagging demand and rising legal salaries put pressure on law firm profitability.

Law Firms 98

Law Firms Law Firm Laws Document Management 98

The Process Street

SEPTEMBER 27, 2021

You can get started straight away with our library of pre-made Workflows, including new employee onboarding, or build your own from scratch to suit your needs. Let’s take a look at how one of our customers uses a simple yet powerful Workflow template to help simplify their daily HR tasks. Create new employee file.

Human Resources 105

Human Resources Finance 105

The Process Street

DECEMBER 20, 2021

Supercharge your client onboarding workflows with these Process Street features. Client onboarding process building tips. Key takeaways : Wetmore Consulting Group built their client onboarding workflow in order to have a better way to collect information and documents from customers throughout the onboarding process.

Technology 110

Technology 110

The Process Street

OCTOBER 1, 2021

Introducing Pages: The Best Way to Create a Knowledge Base Next to Your Processes. Talking Customer Success Strategies and Tips for Remote Teams with Jay Nathan. Favorite quote: “Over the past year, we’ve been hard at work building the most significant addition to the Process Street platform that we’ve ever created.

Technology 111

Technology 111

The Process Street

JUNE 23, 2021

After analyzing the main reasons mergers fail , I’ve used that knowledge to build several Process Street workflow templates for essential M&A processes. Ready to acquire some new workflows? Only one-third of mergers actually creates shareholder value. Click here to get the M&A Search Process workflow!

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Diligence Contract Technology Legal 82

The Process Street

JANUARY 5, 2022

5 tips to succeed with process management software. Pro-Tip : Research customer reviews on software you’re interested in using 3rd party SaaS review sites, like GetApp or Capterra , to get a better understanding of the vendor and if they’d be a good fit for your company. Is process management software right for you?

Project Management 119

Project Management Education 119

The Process Street

JULY 26, 2021

To create a competitive edge by delivering excellent customer experiences, you need to re-design your organization from the core. To be competitive at the customer experience level, you need to create a product that empowers users. Click here to access our Account Health Scorecard Checklist Workflow !

Education 126

Education Technology 126

The Process Street

JULY 7, 2021

Process Street’s no-code workflow tools and templates empower your people to share operational knowledge and improve your team’s processes. Click here to add the workflow to your free Process Street account ! Click here for a preview of the Risk Management Process workflow.

Diligence 105

Diligence Document Management Technology 105

The Process Street

JUNE 21, 2021

The conclusion is clear, technological advancement is delivering many benefits for businesses, creating a new industry dubbed as Industry 4.0. Digitization will create digital customer touchpoints. Business workflows are documented in Process Street ‘s cloud-based platform. Create your customer profile.

Technology 105

Technology 105

Rocket Matter

OCTOBER 23, 2024

Here’s how it stands out and scales with your firm’s growth: Legal-specific workflows : Unlike generic CRMs, Rocket Matter includes features tailored to legal practice, such as matter management, billing integration, and trust accounting. Advanced automation : Automate everything from client intake to case updates.

Law Firms 52

Law Firms Law Firm Document Management Legal 52

The Process Street

FEBRUARY 21, 2022

Tip #1: Get everyone to buy in. Tip #2: Nurture your team’s growth culture. Check out this blog post that shows you how to create a procedure or process for your own business. Tip #4: Invest in the right tools. Tip #5: Maintain open communication and transparency.

Work From Home 111

Work From Home 111

The Process Street

DECEMBER 10, 2021

Because of this, you can now use Keep and Gmail together to create a lightweight task management system that lives inside your inbox. Google Keep tips and tricks. That’s the basic workflow for creating a new reminder that will end up in your Inbox. Google Keep tips and tricks. Using Google Keep with Gmail.

Technology 105

Technology 105

The Process Street

AUGUST 2, 2021

3 bonus tips to rocket your expansion revenue. Your customer success team asks, “how can we create a product that helps customers become successful beyond our dreams?” By having every team focused on the product, you create a culture that is built around enduring customer value.” Let’s jump to it!

Calendaring 105

Calendaring 105

CARET Legal

MAY 10, 2024

To help other firms mitigate some of those challenges, we’ve put together this guide with tips for how to successfully onboard a new legal practice management platform at your firm. They may set an initial goal of getting everyone at the firm comfortable with learning how to create and manage cases in the new system. to the new system.

Law Firms 119

Law Firms Law Firm Legal Legal 119

LawVu

APRIL 21, 2025

This article was created from a webinar hosted by In-house Connect in which David Lancelot, CLO and EVP Advocacy at LawVu, and Hayley Day, Senior Director at Morae, explored the why behind data-drive leadership. Not all data is created equally, nor is it crystal clear. Click here to replay the webinar.

Legal 52

Legal Legal Legal Technology Solution Technology 52

LawTechnologyToday

AUGUST 13, 2021

The American Bar Association’s Law Practice Division publishes a bi-monthly magazine, Law Practice , which contains insightful articles and practical tips on marketing and client development, practice management, legal technology, and finance. Beyond assembly, we now have document automation, which takes this concept even further.

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Laws Technology Depositions Litigation 118

The Process Street

FEBRUARY 4, 2021

According to the Journal of Business and Management Sciences , employee development can improve the entire organizational culture by boosting morale and creating positive relationships. Below, are 10 key tips for creating and implementing a successful employee development and training program. Tip #1: Have a clear goal in mind.

Human Resources 94

Human Resources Resume Writing Work From Home Drafting 94

The Process Street

JUNE 30, 2022

Consequently, creating processes and workflows will define how your day-to-day activities function. But how do we create these SOP s? We need standard operating procedures for creating standard operating procedures – and some standard operating procedure software. Create a simple checklist. ” Simple.

Construction 105

Construction Manufacturing Small Business Drafting 105