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See Saw: Video Workflows Are An Underutilized Option for Law Firms

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Process management is essential for law firms that want to maximize revenue, in the modern era .  That starts with designing workflows, that team members can follow.     Of course, that last part is important .  And, folks can become easily overwhelmed by unending task lists .  Plus, you’d ideally want workflows that are digestible by new staff , so that they can really internalize the process, and truly understand it.   Video workflows service both ends , effectively – especially for visual learners.     Now, while anchor business softwares for law firms (productivity software, law practice management software, customer relationship management software, accounting software) don’t offer pre-loaded video-first workflow tools, there are standalone products, that do (and which might be integrated with those mainline products) .     Loom and VideoAsk are both excellent softwares to test out, if you want to start walking down this ...
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Click to Call Ain't All: Make Sure Your Website Buttons Work

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There’s nothing more annoying – especially when you’re on your phone – than trying to click on a website item that should be clickable & it’s not.     The next step is usually to scroll away from that website entirely, due to frustration – which the modern, overwrought consumer can acquire in abundance, when trying to acquire a product or service online . So, first off: if your law firm website is not ‘mobile-friendly ’, clear that up right away .   That’s where most searches take place these days, on mobile devices, like smartphones and tablets.     Next, move quickly making sure all of the clickable content is actually clickable – like phone numbers .  Click-to-call should practically be a guarantee on modern websites.     Email addresses and maps should be clickable, as well .  Plus, all intake and contact forms should be clickable, to boot .  Add to that any buttons and dropdown menus.     This sort of thing ...
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Real Conversation: Moving Beyond AI Chatbots

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You know, everybody’s into generative artificial intelligence chatbots these days – my mom used one to explain an estate planning concept she was trying to articulate to me the other day, haha .     But, if that’s the only place you’ve gone with AI, thus far – it’s time to expand your horizons.   The first place to look for new AI is in the products you already use.     Your productivity software ( Microsoft 365 or Google Workspace ) has both a generative AI product ( Microsoft CoPilot or Google Gemini ) and an AI overlay tool – Microsoft 365 CoPilot and Google Duet .     But, so does your case management software .  If it’s Clio Manage , you’ve got Du o .  FileVine has lots of AI features available, too - as do most other programs, a t some level.     You guessed it, so does your accounting software ( Quickbooks , Xero ), as well as your customer relationship management (CRM) software ( Lawmatics , Salesforce , HubSp...
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