Tag: law firm client service coordinators

  • One Task, Two Task, Red Task, Blue Task (Open Coaching)

    In this Open Coaching Session, we talk about the important role task management plays for any position in a law firm, though specifically, the Client Services Coordinator role..

    Do you find it difficult to manage your tasks working in a Law Firm? Especially as a Client Service Coordinator or Legal Assistant? It can be frustrating and overhelming. In this Legal Technology Open Coaching Hour, we talk about how to keep your tasks in check and if they are already out of control, how to get back on track effectively. Task management is a break or break for an employee at a Law Firm, and sometimes the law firm as a whole. We also show you how Lawmatics, Clio Grow, Clio Manage, MyCase, and Actionstep help you with task management in a positive way.

    We cover this in detail in this open coaching hour video below.

    Once you learn how important law firm task management is, you will find yourself less stressed and excited to start every day fresh and ready to be the boss of your role in the firm.

    Take the Next Step Today to Get Your Task Management Under Control Using Legal Technology

    Schedule a free Discovery Meeting with us. We will listen to your goals, wishes, dreams, and frustrations with your current CRM, Database, or Practice Management System.  We can then make a game plan together to help you reach the heights you have in sight.  We are certified in Lawmatics, Clio, MyCase, and Actionstep.

    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

    Open Coaching Hour Video

     

  • Client Services + Analytics = Success

    In this Open Coaching Session, we talk about the vital role of analytics and law reporting in a law firm’s Client Services Coordintor’s position.

    We delve into why law firm reporting and analytics are the key to a client service coordinator’s success in their role. The Law Firm’s Client Service Coordinator is the motor, the engine, the drive behind the law firm. How can one succeed in that role without knowing the reporting, numbers, and analytics of the firm and its processes inside and out? They can’t. We cover this in detail in this open coaching hour video below.

    Once you learn how important law firm reporting and analytics are, then how do you use legal technology to support that? Is Lawmatics right for your firm? Is Lawmatics Automation effective to generate your analytics easily? What even is Lawmatics? What is Actionstep? What is Clio. Deciding on a proper legal database to support your reporting and analytics in your law firm is key to ongoing successes in your firm and its legal processes and automations.

    Take the Next Step Today to Boost Your Law Firm’s Reporting and Analytics

    Are you ready to see how Reporting and Analytics can directly benefit your law firm?

    Schedule a free Discovery Meeting with us. We will listen to your goals, wishes, dreams, and frustrations with your current CRM, Database, or Practice Management System.  We can then make a game plan together to help you reach the heights you have in sight.

    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

    Open Coaching Hour Video