Go offline with the Player FM app!
Automate Your Solo Practice: Part 2
Manage episode 119570874 series 61473
In the previous episode of New Solo, Adriana Linares interviewed Andrew LeGrand, a lawyer who has a largely automated practice, about Text Expansion and forms to increase efficiency for lawyers. Because automation is such an enormous topic, Adriana invited Andrew back to discuss more in-depth systems and tools to avoid wasting time on menial tasks and improve accuracy, consistency, and professionalism. Does it seem too good to be true?
Tune in for automation suggestions for lawyers at any level of tech-savviness. Topics include:
- Web automation to replace support staff tasks
- Clio as a practice management program
- Integration with Zapier
- Consistent labels and tagging for easy categorization search
- Doodle calendar that talks to Gmail
- Web forums and customer relationship management (CRM)
- Google Scripting and Google Apps for Work
- How much the tools cost
- Forms rule certification
In the end, Andrew emphasizes, just knowing these options are out there is important and powerful.
Special thanks to our sponsor, Solo Practice University.
136 episodes
Manage episode 119570874 series 61473
In the previous episode of New Solo, Adriana Linares interviewed Andrew LeGrand, a lawyer who has a largely automated practice, about Text Expansion and forms to increase efficiency for lawyers. Because automation is such an enormous topic, Adriana invited Andrew back to discuss more in-depth systems and tools to avoid wasting time on menial tasks and improve accuracy, consistency, and professionalism. Does it seem too good to be true?
Tune in for automation suggestions for lawyers at any level of tech-savviness. Topics include:
- Web automation to replace support staff tasks
- Clio as a practice management program
- Integration with Zapier
- Consistent labels and tagging for easy categorization search
- Doodle calendar that talks to Gmail
- Web forums and customer relationship management (CRM)
- Google Scripting and Google Apps for Work
- How much the tools cost
- Forms rule certification
In the end, Andrew emphasizes, just knowing these options are out there is important and powerful.
Special thanks to our sponsor, Solo Practice University.
136 episodes
All episodes
×Welcome to Player FM!
Player FM is scanning the web for high-quality podcasts for you to enjoy right now. It's the best podcast app and works on Android, iPhone, and the web. Signup to sync subscriptions across devices.