Automation is the answer to improving workflows and productivity. If a given action requires entries in multiple systems – say opening a new client file – automate it. Tired of performing the same redundant task? Automate it. Want to save time? Automate! To learn how, read the story of Joe Lawyer.
Virtually anything can be automated – document production, emails, marketing, or client management. Avoid overwhelming yourself or staff by starting small. Pick one area of office operations. Diagnose what works and what doesn’t. Get staff input. Identify any steps you may be performing out of habit that no longer serve a purpose and eliminate them. That alone will improve efficiency! Now that you’ve whittled it down to the essentials consider how technology can help. Do some research, starting with a better understanding of what your existing software can do. Check out Joe’s story for ideas, then visit the ABA Legal Technology Resource Center. You can also call your friendly practice management advisor for suggestions.
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