Month: April 2024

  • How to Conduct a Weekly Team Meeting

    Do you struggle conducting productive Weekly Team Meeting’s in your Law Firm? This is the Open Coaching for you!

    In this session, we actually conduct a Law Firm Weekly Team Meeting and how you can effectively do it in a productive and efficient way. You can’t do that without accucurate and easy to access law firm legal reporting though. So how do you do that? A proper database.

    We always recommend Lawmatics, Clio, MyCase, or Actionstep.

    When implemented properly, pulling a report out only takes a few moments. What is Lawmatics? What is Clio? What is MyCase? What is Actionstep? Is Lawmatics right for your law firm? How can you get easy and accurate reporting for your law firm whether you are an Estate Planning Law Firm, Elder Law, or any other type of law firm?

    Easy. Schedule your free Discovery Meeting with us and we will work with you to get you on the track to success!

    Let’s Do It Together

    Are you ready to see how Actionstep can benefit your office?

    Schedule a free Discovery Meeting with us. We will listen to your goals and frustrations with your current database and show you how to get easy and accurate reporting with your database to conduct proper Law Firm Weekly Team Meetings.

    Ettinger Tech, What is Actionstep, What is LawMatics, What is Clio, What is MyCase, Legal Technology, Legal Intake, Workflows, Automation, John Rehbein, Beth Ettinger, Schedule Free Discovery Meeting

  • Lawmatics | Client Portal

    Do you want to provide an extra level of excellent customer service to your clients in your law firm? The Lawmatics Client Portal is a great way to do that.

    Lawmatics Client Portal features include:

    The Lawmatics Client Portal is a tool to give your prospective and current clients access to their own web app, keeping them up to date on the progress of their matter. You can share messages, documents, forms & signature documents, file requests, calendar events, billing information and history, and even tasks. This is a Client Service Coordinator’s dream because they can provide information to clients in real time and even message them back and forth…right from within the Lawmatics platform for your law firm.

    Workflow Engines

    Workflow is the key to transforming your law practice into an efficient business.

    Workflow defines the steps, tasks and timing of any process to automate how things are done at your firm. Collect information, assign tasks, track progress, update clients and make sure everything is checked off before moving to the next step. Delegate to your staff with the assurance that everything will be done according to plan.

    Let’s Do It Together

    Are you ready to see how powerful the Lawmatics Client Portal can be for your clients?

    Schedule a free Discovery Meeting with us. We will listen to your goals and frustrations with your current database and show you how this feature can resolve your concerns.

    Ettinger Tech, What is Actionstep, What is LawMatics, What is Clio, What is MyCase, Legal Technology, Legal Intake, Workflows, Automation, John Rehbein, Beth Ettinger, Schedule Free Discovery Meeting

    Watch Video: Lawmatics Client Portal