Attorney at Work

SEPTEMBER 23, 2021

Innovative legal tech works to increase accuracy and efficiency, allowing firms to improve workflow and capture new business. Is workflow automation a part of your legal tech stack? Workflow process mapping can reveal bottlenecks and areas where technology can help boost efficiency.). An Exciting Time to Leverage Legal Tech.

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Law Firms Law Firm Legal Technology Solution Legal 267

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. Onboarding new hires is a crucial yet difficult process. That’s why employee onboarding is such a popular use case for Process Street. Streamline your daily HR tasks with Process Street.

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Human Resources Finance 105

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. 2 HR workflows to kick-off using Process Street’s Automations.

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Contract 111

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. Zapier fans, don’t fret!

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Small Business Law Office Laws 141

The Process Street

APRIL 17, 2025

But as Calderys expanded globally, managing workflows across continents became slow, siloed, and manual. No real-time visibility into key workflows: Leadership couldn’t track order fulfillment, onboarding, or issue resolution progress. Calderys didn’t just “automate workflows.

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Project Management Manufacturing 52

The Process Street

MARCH 17, 2025

Onboarding isnt just about introductions and paperworkits about ensuring new hires feel equipped and engaged from day one. In this episode of the Employee Onboarding Podcast , Erin Rice speaks with HR expert Caroline Yost about the one thing most onboarding processes get wrong: a lack of clear expectations. Manager involvement.

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Project Management Human Resources 52

The Process Street

FEBRUARY 4, 2022

Our very own Blake Thorne , Process Street ‘s Senior Product Marketing Manager, walks us through a demo of an employee onboarding workflow we’ve built using Process Street. This article is based on the Complete Guide to an Employee Onboarding Process (Process Street Full Demo) video. Welcome to the team, Bob!

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Contract Human Resources 110

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

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. All about employee onboarding. All about employee onboarding.

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Human Resources Construction 111

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. Onboarding tip #1: Use preboarding to get a quick start. It would also supply the human touch at all onboarding stages. We thought so.

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Human Resources 100

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!

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Project Management Small Business Contract 105

The Process Street

MARCH 17, 2025

Onboarding should foster human connection Most companies treat onboarding as a structured process of paperwork, policies, and productivity expectations. However, according to Jen Bergren , onboarding expert and knowledge management strategist, one essential element is often missing: human connection.

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Project Management Calendaring Human Resources Education 52

The Process Street

DECEMBER 20, 2021

This article is based on a segment from Process Street ‘s Highway 2021 virtual event, where Adam gives us a detailed walkthrough of his onboarding process for new clients. Client Onboarding 101 with Adam Schweickert of Wetmore Consulting Group was the fifth segment in Process Street’s Highway event. Conditional logic.

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Technology 110

The Process Street

SEPTEMBER 15, 2021

Introduction to Employee Onboarding. In this post, I’m going to define and explain the benefits of employee onboarding , then give you access to six employee onboarding checklists that you can use on their own or easily import into onboarding software like Process Street. General Employee Onboarding Checklist.

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Document Management 122

Attorney at Work

MARCH 15, 2022

With the right technology, your firm can take advantage of automations that remove bottlenecks and improve workflow — all while feeding you the data you need to grow. For example, automating the intake process can help you vet and onboard clients more efficiently, eliminating time wasted on prospects who aren’t a good fit.

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Legal Technology Solution Law Firm Law Firms Case Management 275

Above The Law

MARCH 3, 2025

Heres a look at how MyCase Accounting could reshape your financial workflow. Getting Started Signing up for MyCase Accounting includes an onboarding period, complete with training from the companys accounting specialists. The onboarding period will take you through your first three-way trust reconciliation process.

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Legal Legal Depositions Law Firm 93

LawSites

NOVEMBER 8, 2023

Streamlining client onboarding, managing vast documents across cases and minimizing non-billable tasks are essential to bolstering operational efficiency and maximizing profitability. Challenge #1: Onboarding and Administration Client onboarding and administrative tasks are intricate and time-consuming. 1 priority.

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The Process Street

MARCH 24, 2022

From hiring great-fitting talent and helping with their onboarding, to monitoring employee performance and even resolving any employee conflicts, there’s a lot of ground for HR teams to cover – and in such a short amount of time. HR processes #3: Onboarding processes. Why use workflows for HR processes? in the state of Michigan.

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Human Resources Project Management 98

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?

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Construction Human Resources 103

LawTechnologyToday

SEPTEMBER 15, 2021

At times, onboarding clients or lawyers can pose challenges that must be addressed. A central issue that faces firms is the delays the onboarding process causes. Advances in technology can help firms onboard clients and lawyers more quickly, lessening the time it takes to investigate a case and prepare new associates.

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Technology Lawyer Lawyers Diligence 104

The Process Street

NOVEMBER 10, 2021

It took roughly four weeks for a new technician to be fully onboarded, but with the rapid turnover of promoting and hiring that a scaling business goes through, this just wasn’t fast enough. Results: 50% faster onboarding with 5X fewer customer complaints. More to the point, it wasn’t accurate enough. That’s pretty cool.”.

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The Process Street

JANUARY 10, 2022

Creating workflows with Process Street is as quick and easy as 1-2-3. To prove it here are five tips to help you create your first workflow: Pages: The peanut butter to your workflows. Pick a simple, repeatable workflow. Pages: The peanut butter to your workflows. Workflow Tip #2: Complete your task list first.

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Contract Calendaring 115

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. .

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Finance 116

Attorney at Work

JULY 7, 2022

Once upon a time, aspiring law school grads would join firms, follow whatever protocols had been set for workflow, caseload and billable requirements, and look forward to the subjective and somewhat mysterious process of becoming a partner. Onboarding. The practice of law is not a profession known for its transparency.

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Laws Law Firm Law Firms Lawyer 257

The Process Street

JULY 5, 2021

Mindshare uses Process Street for: Training workflows. Employee onboarding. Mindshare’s clients have benefited from implementing Process Street by: Gaining access to a carefully configured Process Street account with specialist workflows. Streamlining their employee and client onboarding processes. Growth playbooks.

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Contract 105

The Process Street

JUNE 1, 2021

Build single- or multi-app workflows into a cohesive process. Example 1: Process Street + Salesforce to add consistency to your existing workflows. Automations empowers you to simply complete a Process Street workflow which guides you through filling in the exact customer details you want in the new opportunity.

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Rocket Matter

JANUARY 21, 2025

If youre still using old manual processes for document drafting, read on to see how document automation for law firms can change your workflows, client satisfaction, and profitability. Streamline Onboarding for New Associates and Staff Onboarding new associates can be tough when they have to learn processes manually.

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Law Firms Law Firm Laws Legal Documents 52

NCBA Law Practice Management Blog

OCTOBER 18, 2020

They onboard staff and associates without any sort of processes or workflows in pla c e. Yet, law firms try to do this all the time!

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Law Firms Law Firm Laws 130

The Process Street

AUGUST 13, 2021

As it turns out, Process Street’s workflows follow the DRY ethos in many ways. I’ve picked out the 4 workflow features that really demonstrate the idea of reducing redundancies and simplifying processes. Let me set up the scenario: A new campaign has landed your company a number of new clients that all need to be onboarded ASAP.

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Contract Laws Legal Legal 111

The Process Street

AUGUST 1, 2024

Operations now run smoothly across Acuity’s 140 employees, with Process Street being an indispensable tool for client onboarding, employee training, month-end close processes, billing, and more. By automating repetitive tasks and optimizing workflows, Acuity was able to allocate resources more effectively, enhancing overall productivity.

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Data Management Technology 98

The Process Street

MAY 18, 2022

Which brings us to the focus of this article – executive onboarding. Specifically, why it is important to all stakeholders in the executive search process, and how retained search firms can bridge the gap between recruiting, hiring, and onboarding executive placements. How retained search firms can help with executive onboarding.

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The Process Street

MAY 25, 2022

Mentoring new employees happens during onboarding , but how can you make the most of it? When you’re onboarding a new hire , they need to develop a good understanding of your culture. Gallup also found that 94% of participants appreciated having a mentoring program included in their onboarding experience. Inspiring loyalty.

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Human Resources 142

CARET Legal

MAY 12, 2025

Workflow Gaps Lead to Missed Opportunities Retiring partners may have developed their own systems for task tracking, document storage, or client communications. Templates and Standardized Workflows Custom task templates and workflows reduce reliance on institutional memory.

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Law Firms Law Firm Legal Legal 52

LawVu

JANUARY 9, 2025

Legal matter management software empowers in-house legal teams to streamline legal operations by standardizing workflows and processes, reducing manual administrative work, enhancing collaboration, and extracting crucial data and insights that help showcase the value that legal brings to the business.

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Legal Legal Project Management Document Management 52

Knackly

APRIL 14, 2025

Makes Onboarding Easier New team members dont need to memorize every clause or learn how to manually assemble documents. Integrates with Other Tools Modern drafting systems like Knackly integrate with CRMs, eSignature platforms, and intake formsturning your document generation into a seamless workflow.

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Drafting Document Management Healthcare Finance 52

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).

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Finance Freelance Small Business Manufacturing 98

The Process Street

OCTOBER 29, 2021

Sometimes it’s useful (or even necessary) to closely track and monitor work; for example, when onboarding new employees, or when carrying out experimental or sensitive work. Training & onboarding new employees. And it’s definitely true that extra instruction and guidance can help to improve the onboarding experience.

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Project Management 119