Simplifying Law Firm Admin: Automation Tips for Small Practices In this episode, hosts John Fritz and Dan Schnurbusch discuss how to automate and simplify various administrative tasks in a law firm, reducing the need for manual labor. They share personal stories and practical steps on topics such as intake processes, engagement agreements, client communication, and billing. They also explore external tools like Smith AI, Calendly, DocuSign, and others to streamline these processes without incurring high costs. The episode offers valuable insights for small law firms looking to improve efficiency and client experience through automation. 00:00 Automating Admin Tasks 00:25 Thanksgiving Plans and Personal Updates 01:15 Deer Hunting Stories 02:45 Automating Administrative Tasks in Law Firms 02:57 Starting a Solo Practice: Tips and Insights 06:27 Virtual Receptionists and Client Intake 12:39 Automating Engagement Agreements 15:30 Streamlining Payment Processes 17:33 Efficient Invoicing and Billing 20:53 Integrating QuickBooks for Analytics Tracking 21:22 Automating Admin Tasks with Affordable Tools 21:55 Exploring TidyCal and Document Automation 26:14 Balancing Cost and Value in Tech Products 30:32 Improving Client Communication and Expectations 34:14 Tips for Effective Drip Campaigns and Call Management 39:47 Conclusion and Final Thoughts
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