LawTechnologyToday

OCTOBER 15, 2021

Google Docs or another third-party provider) rather than a desktop-based system (e.g., By storing all estate planning templates on a third-party server, estate planners can easily access, safely save, and collaborate on a variety of estate planning documents from any device. One such option is using a cloud-based system (e.g.,

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Drafting Legal Technology Solution Legal Documents Attorney 86

The Process Street

MAY 7, 2021

This can be done via iMessage, pre-recorded video/audio, making suggestions to an existing project (think: Google Docs / Sheets , Github , Jira ). Process Street: We use Process Street to document workflows and business processes , and to manage procedures via templates. Asynchronous communication tools for remote teams.

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Human Resources 131

Attorney at Work

AUGUST 27, 2021

Like a practice management workflow, you can create templates for oft-used projects and processes — i.e., new client intake with all the necessary steps listed, staff assignments, and deadlines. You may fully embrace collaboration in a Google doc, but your client, colleague or co-counsel may find it difficult and confusing.

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The Process Street

MARCH 11, 2021

Popular apps that you might need include Skype , Trello , Google Docs , Adobe Photoshop , and of course, Process Street. Alternatively, jump straight in and check out our remote working checklist embedded below: Remote Daily Work Schedule Template. Click here to get the Remote Daily Work Schedule Template!

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The Process Street

DECEMBER 3, 2020

Before we dive any deeper, if you just came here for a quick list of the best form automation software, then take your pick: Google Forms. Form automation software that offers time-saving features like auto-fill forms or premade templates can help you to rapidly build and deploy workflows that automate recurring manual tasks.

Document Management 52

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The Process Street

DECEMBER 2, 2020

The Salesforce team use Process Street templates to collaborate and share internal processes. Templates are like master documents that keep track of all of their most important operational procedures. Because Process Street’s templates and checklists are stored on the cloud, they can be accessed from anywhere at any time.

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Education 90

The Process Street

JANUARY 11, 2021

From being able to easily stay in touch with colleagues, no matter where they are in the world, to sending important files and docs in real-time, teams can work more efficiently and effectively than ever before. To figure out the core capabilities, a Notion doc was created. Slack has changed the way we work.

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LawSites

NOVEMBER 16, 2022

vine,” that it said would replace Microsoft Word and Google Docs in the legal industry. It was d eveloped by the contract lifecycle management company Outlaw , which Filevine acquired in 2021 , as a legal template management system for drafting contracts. It is a document templating and assembly format. See, Say What?

Legal 52

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Knackly

DECEMBER 14, 2023

The point is to eliminate manual, repetitive work, like “find/replace” in a Word “template” that, often, still has the last client’s information in it. Instead, the system relies on true templates that automatically select clauses, signature blocks, fill in variables, and assemble every document you require in seconds.

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MyCase

OCTOBER 13, 2022

Professional plans with premium features (such as integrations with Slack and Google Calendar) start at $9.99 Highlights : Integrates with major platforms such as Google Drive, Zoom, and Zapier. Highlights : Add pre-saved templates based on recurring projects. Google Calendar. Highlights : Part of the Google Drive Suite.

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Lawyer Lawyers Law Firms Law Firm 52

The Process Street

AUGUST 25, 2021

When you open a given workflow, you’ll now see an “Automation” tab in the top left corner, next to the template tab. For more information on how you can do this, read Zapier’s automation help page for Process Street. By using Process Street’s Automation feature. Clicking that tab will enable you to set up your automation.

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The Process Street

JANUARY 6, 2021

How to create your own DACI framework (with free template). is a DACI model which is a slightly expanded version of the one I use in our free template ( walkthrough below ). Combining this play with our DACI template is an effective way to get your team started with DACI on the right foot. What is DACI? Step 1: Initial setup.

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The Process Street

MARCH 25, 2021

You can either create your own process knowledge base using an application like Microsoft Office or Google docs, or you can use process documentation software, like Process Street. Some of the templates for diversity initiatives include: Diversity Hiring Process Template. Diversity Training Process.

Education 91

Education Human Resources 91

The Process Street

DECEMBER 9, 2020

Process Street has a host of free template resources available in our template library, designed to inform, engage, and train employees. Pros : With Process Street you can document your employee onboarding processes in templates to identify errors, remove bottlenecks, and optimize your employee onboarding approach. Price : $6.67/month.

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Human Resources Technology Calendaring Document Management 105

The Process Street

FEBRUARY 28, 2023

You could write a business proposal using a document authoring tool, such as Word or Google Docs, and then send it to your client via email. To get this template, log in and add it to your account. To give yourself the best chance of success, why not use a business proposal template?

Contract 52

Contract 52

The Process Street

FEBRUARY 21, 2022

Once you’ve built them from scratch or using a template, it’s easy to make any kind of revisions as required, such as when processes change or when new members are added into the mix. Document sharing apps like Google Docs to make collaboration easier.

Work From Home 111

Work From Home 111

The Process Street

FEBRUARY 3, 2021

Through research and firmographics, we know that this type of company tends to manage their processes using basic platforms like Excel or Google Docs or heavy-going project management software such as Asana. She can track progress from the checklist dashboard to make sure people are completing their tasks.

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Project Management Document Management Education 111

The Process Street

FEBRUARY 1, 2021

Here at Process Street , we know a thing or two about HR best practices – and have a wealth of pre-made templates to boot. You can use something as simple as Google Docs and Notion , or go with a full human resource information system (HRIS) like BambooHR or Oracle. Wellbeing checks.

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The Process Street

FEBRUARY 17, 2023

With automations , you can create a few templates and then send them out in bulk. Platforms like Google Drive , Dropbox , and OneDrive can prove useful, especially if you have a remote team. Tools such as Google Docs and SharePoint facilitate cooperation. What about all the emails that are yet to be written?

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The Process Street

APRIL 13, 2022

If you just came for the template, go ahead and nab it here. This includes the blog title, a link to the Google Doc containing the copy (you can also use the file widget to upload most file types if you prefer), and meta info here. How did this one process impact our productivity? Let’s get to it!

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The Process Street

OCTOBER 16, 2023

I didn’t know anything about it, but I thought, you know, there’s got to be templates. Streamlining Onboarding with Checklists We’re spending an inordinate amount of time teaching people how to find our Google Drive, how to find our Slack. Can you do that?” There’s got to be some way to do it.

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Freelance Human Resources Social Media Management Technology 59

TypeLaw Briefing Insights

FEBRUARY 16, 2024

I was filing a lot of paperwork to courts, a lot of different local rules I needed to follow, a lot of different templates, a lot of different procedural checks that I needed to follow. But I think it really started about 10 years ago I was in the middle of my practice. I was a litigator.

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Legal Legal Lawyer Lawyers 52

The Process Street

OCTOBER 15, 2021

For example, to build a general daily tasks runbook inside Process Street you could use this template as a starting point: Runbook documentation is precise. While the process above can’t cater to your systems and existing procedures, it can act as a demonstration or template you can fill in with your common daily tasks.

Contract 98

Contract 98

The Process Street

OCTOBER 4, 2021

Google used people analytics to determine how many interviews a candidate should have before being made an offer and even which questions should be asked during those interviews to identify the best candidates for the role. I mean, if it’s good enough for Google, right? Every team has recurring processes.

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