Recorded: April 27, 2017
Presented by Geoff H. Hoatson, Esq., Family First Firm
Duration: 30 minutes
Even the most seasoned attorney or staff member can have something fall through the cracks. Learn how to use procedures and practice management solutions to automate just about everything in your firm including: intake and follow up procedures, specific case type work flows, and case closing procedures. If something gets missed, you will know immediately.
- Systems (Lexicata and Clio) for
- Initial client contact and intake
- Back office operations
- Keeping tabs on the systems