The secret to saving HOURS in Clio Manage (…most lawyers have no idea this exists) Did you know you can create custom buttons in Clio Manage that automate tasks with just one click? Here’s what these buttons can do: ✅ Redirect to pre-filled forms✅ Generate documents automatically✅ Send templated emails to clients All with just one click! […]
Custom actions / buttons in Clio Manage [TEMPLATES: Make] Read More »
AI Voice Agents: The Secret Weapon for Boutique Law Firms to Automate Client Follow-up As a boutique law firm, staying on top of client communication is crucial. But with endless tasks and limited staff, important follow-ups often slip through the cracks. What if you could automate client outreach without sacrificing that personal touch? Enter AI voice agents
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How to decrease billing admin by 40% using AI Automation (and 3 ways to implement it today in your billing workflows): Running your boutique law firm billing can be a daunting task. To make sure your firm is in good financial health, you need to: → Chase your clients for payments over email and phone→ Extract billing
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How to automate email notifications to clients in MyCase… Do you want to send an email to your clients once their case stage is updated in MyCase?Or maybe inform the client when a lead attorney is assigned to their case? MyCase is a great practice management tool, but doesn’t have many automation capabilities from the get-go. Here is
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System Overview: The Automated Capacity Management (ACM) system helps boutique law firms efficiently manage their staff capacity, prevent double bookings, and automate client communications. Here’s how it works: 1. Staff Capacity Definition: – Use Google Sheets or your case management system to define staff capacity.- Set maximum events per day for each staff member.- Easily
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