With Our 3 Point Automation Promise
- You will reduce your document preparation time by at least half.
- You will reduce the number of errors in your documents by at least half.
- We will ensure that your staff is trained on how to get the above results.
We are helping firms succeed every day. If you know someone who is a great technology paralegal, please forward this email message to them. The position we are hiring for is a Technology Paralegal. This person will help in the following areas; Coordinate our 3 Point Document Automation Promise to ensure our clients are meeting […]
Over 18 years ago, my wife and I fell in love with document automation. We love what it can do for firms. It all started when my wife, Liz, took a class in law school on how to automate documents in HotDocs. She later went on to work as a trainer and consultant. Then, in […]
Over the years I’ve had a number of conversations with attorneys about how they track their clients. Most of them feel that having a software package like Clio, Time Matters, or Amicus would help solve the problem. Up until the past few months I would have agreed that a client management software is the best […]
Last month I had a chance to exhibit at the Association of Legal Administrators. I had a great time meeting a bunch of people. One topic came up a number of times during the conference with the people I spoke to. They talked to me about how other projects they have implemented didn’t seem to […]
You probably already hear a lot of talk about innovation. And it probably sounds something like. “You need to innovate in your law firm or you will be left behind.” My guess is that when you hear this you wonder what innovation is. You probably also think, “Everything has been working for our firm so […]
A couple weeks ago, I was at the Association of Legal Administrators conference. On a number of occasions I heard about the topic of silos and individuals when discussing what is happening in law firms. I’ve also seen this in many of the law firms that I’ve visited with over the past 10 years. Consequently, […]
You may be asking what alignment has to do with achieving goals and being successful in your practice. The answer is that alignment is a key component to success. Let me describe for you what alignment means. Alignment occurs when your goals adhere to what you say you’re doing. For example, if your firm says […]
Last week I was at the Annual ALA conference and had a great time meeting with people. At the conference I gave out gratitude journals because gratitude helps people be happier, healthier and smarter. Another great side effect of gratitude is that it helps you gain respect at a faster rate. The key to moving […]
This week I’m at the Association of Legal Administrators and I’m giving out Gratitude Journals. You may be asking the question: Why gratitude? The Pathway to Success requires us to solve problems and innovate to get to our goals. In all of the research that I have done I have found that people who have […]
Last Friday I presented at the 13th annual Elder Law Conference on getting to what matters most. So why do this presentation? Too many practices are struggling to do what is the most important. And the reason has nothing to do with the fact that they are trying to do the wrong thing. It has everything to […]