Top 5 Automations for Law Firms

Oct 7, 2023
Top 5 Automations for Law Firms
As technology continues to evolve, the legal industry is embracing automation to increase efficiency and improve client services. There are several automated processes and tools that can help attorneys streamline their workflows, save time, and reduce errors.
We’ve applied automation successfully to:
  • Intellectual property
  • Family Law
  • Corporate Law
  • Tax Law
  • Immigration law
  • Commercial law
  • Dispute Resolution
  • and more
These top five automations can revolutionize the way lawyers work, enabling them to provide better services to their clients.

1 - Hands Off Intake Processes

Speed up the process of onboarding new clients by automating manual tasks as capturing contact information, scheduling and holding an initial consultation, collecting key information via form, creating a fee agreement and sending it to sign.

2 - Appointment Text Reminders to Your Clients

Say goodbye to tedious manual reminders. Goodbye to no-shows. Send an SMS reminder to your clients when a meeting is about to take place.

2.- New lead in Salesforce adds it to a Mailchimp list

Speed up your Mailchimp campaigns by automatically adding contacts every time you add them in Salesforce.

4.- Collect signatures after form filled

Every time a form is filled out, it automatically sends the agreement and collects signatures.

5.- Automated billing management

Create a Quickbooks invoice when a case is closed in Clio.

See more

Create an event automatically when a meeting has been scheduled
Create events in PracticePanther when a new Calendly event is scheduled
Sync Google Tasks to Clio Tasks
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