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Examples of Automated Legal Workflows for Law Firm Efficiency 

CARET Legal

With legal workflow automation software, you can set up a “Closing-Sale” workflow template that automates the following steps after creating a record and adding a close date: Title search: Automatically get notified of upcoming closings 10 days before.

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The Problem With Taking Practice Management Shortcuts

ALPS

As lawyers, if we fail to periodically remind ourselves of the importance of thorough follow-through, such shortcuts may eventually become engrained bad habits. By way of example, not all clients wish to pursue litigation. The point I am trying to make is this. Be accessible 24/7. Listen to them. Ask questions.