Automation

Why Automate?

Why Automate?

According to recent Clio Lawyer Trends Reports, it’s not looking good for lawyers. We’re spending about 150 hours per year on administrative tasks while backlogged with 140 hours of work.

Much of that time can be reclaimed through process automation. We can help automate many administrative and even substantive processes using an app called Zapier which can connect many of your 3rd party apps to increase efficiencies in billing, accounting, document generation, and more!

What is Zapier?

What is Zapier?

Zapier is an incredibly powerful automation tool. It allows you to share data across cloud applications to increase efficiency. For example: If you charge a client a flat rate for court appearances, Zapier can add a calendar entry from your practice management software to your Google calendar, create an invoice in your accounting software, automatically send the invoice, then forward a receipt… all without any human interactions.

These steps, or ‘Zaps’, can help save valuable time! There are some law firms which automate thousands of menial, but time consuming, tasks per week which can add up to thousands of dollars per year.

What Do Our Services Include?

What Do Our Services Include?

We offer:

  • A Free Consultation to Better Understand Your Needs
  • Zapier Integration to Link Your Services
  • Zapier Hosting to Keep Your Overhead Low
  • Maintenance Guides
  • Periodic Checkups
  • Flat Rate Billing