Book Consult
Book Consult

Legal Tech Blog

Swans Blog

 Insights into automation and strategies law firms can implement to streamline operations, save time, and grow their practice.

clio manage automated workflows
  • Automation

Clio Manage’s New Automated Workflows Feature

Read More
fix expiring webhooks on clio manage
  • Automation

How to Fix Expiring Webhooks in Clio Manage & Make.com

Read More
  • Automation

How to Import Zapier templates and Make Blueprints

Read More
estate planning intake and engagement letter automation
  • Automation

Fix Your Estate Planning Intake & Engagement Letters [free Make templates]

Read More
automated conflict-checking system in Clio Manage using Make.com
  • Automation

Automated Conflict Checks in Clio Manage [Free Make template]

Read More
Auto-create folder in Google Drive in Clio Manage
  • Automation

Auto-create folder in Google Drive on new matter in Clio Manage [free Zapier + Make templates]

Read More
  • Automation

Auto-create Clio tasks based on completion of another task [free Zapier + Make templates]

Read More
Automated email logging in Clio Manage (+ time entries) Zapier
  • Automation

Automated email logging in Clio Manage (+ time entries) [free Zapier + Make templates]

Read More
Automating task creation for AR Collection in Clio Manage
  • Automation

Automating task creation for AR Collection in Clio Manage [free Make template]

Read More

Quick Links

Contact Us

Socials
Linkedin Youtube Facebook
The ONLY Law Firm Growth Company Specialized In Estate Planning logo_3
Privacy Policy
Terms of Use