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As lawyers, if we fail to periodically remind ourselves of the importance of thorough follow-through, such shortcuts may eventually become engrained bad habits. The point I am trying to make is this. Here again, that wouldn’t bode well for the overall risk management health of your practice long-term.
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: Titlesearch: Automatically get notified of upcoming closings 10 days before.
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