Tag: actionstep

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.

April 5, 2024
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.

Watch Video: Lawmatics Client Portal

April 3, 2024
What is Actionstep
Update: We no longer support Actionstep. We would love to talk to you about Lawmatics’ powerful automations and AI that can benefit your law firm.

Are you looking for a new legal CRM or legal Practice Management System?

Actionstep is a complete legal practice management system, built in the cloud, with workflow at its heart. Actionstep gets rid of law firm administrivia and simplifies how you work. So you always have the headspace and time to serve your clients well.

Actionstep helps you power your entire firm with tasks, calendaring, workflows, email automation, and powerful backend customizations.

Actionstep features include:

Document Management, Email, Enhanced Billing, Marketing Tracking, Matter Management, Microsoft Office and Google Integration, Mobile App, Reporting, Time Tracking, Trust Accounting, Webforms, Workflows, Accounting, Add-ons and Integrations, Calendaring, Client Billing, Client Management, Client Portal, Conflict Check, and powerful Data Security.

Integrate with your favorite Applications:
1. Docusign
2. Office 365
3. Gmail
4. NetDocuments
5. InfoTrack
6. Dropbox
7. Google Drive
8. Zapier
9. HotDocs
10. Joseph
11. LawToolBox
12. Quickbooks
13. BundleDocs
14. Box
15. Microsoft Office for Windows
16. Repsight
17. Vxt
18. Smith.ai
19. MiTimes
20. SpeechWrite
21. Effortless EasyCodes
22. BillerAssist
23. BillerAssist (EasyCodes Edition)
24. LawTap
25. HubSpot
26. DecisionVault
27. LawGro
28. Hivelight
29. WiseTime
30. Verify 365
31. Kenect SMS
32. Briefly
33. Katchr
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 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 Actionstep will resolve your concerns.
March 20, 2024