Introduction: Why automate? --The ethical and data protection rules -- Part I: The first steps toward setting up a more efficient business -- Plan, design, lay it out : strategy and workflow -- How to decide what to buy -- The spreadsheet (the master of data) -- Timekeeping, billing, and payment -- Part II: Using forms to capture data and feed it securely to other automation tools -- Get to know the form -- Forms : beyond the basics -- Add-ins and add-ons -- Part III: Leveraging automation for client communication and scheduling -- Auto-replies, rules, and notifications -- Scheduling automation -- Part IV: Generating better documents in less time -- Document assembly -- Proofreading and editing -- The fillable PDF and E-sign -- Part V: Making automation tools work together -- Integrating multiple automation apps like Zapier with other software -- The multi-step Zap or automation.
Summary:
"You should get as much help as you need for as small of a price as possible. You deserve a firm or organization that not only saves you on expenses and builds revenues but that also provides better customer service to your clients, the tools your employees need to do their jobs, and less stress for you personally. This book will explore tools that will help you center your practice on applying your skills to high-value tasks. This book should better position you for the future. You will not likely take every piece of advice offered, but you should get direction of where you want to take your firm or organization. You may even be able to figure out a way to get to a small part of the 77 to 86 percent of potential clients that lawyers do not serve. This book will examine a few featured products and supply screenshots to illustrate the possibilities for your firm. It will explore some good and not-so-good free products and low-cost products to provide ideas. There are plenty of products that cost more and provide many quality services, but you need to see what is out there to decide what you want out of your automation"--Provided by publisher.
This resource is supported by the Institute of Museum and Library Services under the provisions of the Library Services and Technology Act as administered by State Library of Iowa.