Tools

  • Contactually Review – A User-Friendly, and Surprisingly Fun CRM

    … also has some higher-level features that may be helpful for your law practice business development. Programs You may find that some types of contacts need to receive specific, repeated emails in a given order over time. For example, you may want to send a series of educational emails about your practice to a new referral source…

    Andrew Cabasso/ Jurispage- 27 readers -
  • Managing Workflows in Your Law Practice with Process Street

    … Yesterday I spoke with a client about how to streamline processes that they were repeating for specific types of matters — I was able to recommend a completely free program we use at JurisPage called Process Street. If you’re looking to efficiently manage cases, checklists can be very beneficial, but when it comes to staying…

    Andrew Cabasso/ Jurispage- 21 readers -
  • ScheduleOnce – Effortlessly Set Meetings and Appointments

    … We’ve saved the best for last. Closing out the week of productivity tools is my personal favorite. This tool comes courtesy of Aaron Pinch at Clio, who introduced it to me earlier this year. He deserves all the credit on this once. Do you hate having to schedule appointments? Does your email chain look something like…

    Andrew Cabasso/ Jurispage- 13 readers -
  • Reduce Stress, Be Happier, and More Productive with Headspace

    … So far this week we have covered a variety of web-based tools that can help you be more productive in running your law firm. We looked at time efficiency with RescueTime, email productivity with Boomerang, and task automation with Zapier and If This Then That. Now it is time for a bit of a twist. This post is about a productivity…

    Andrew Cabasso/ Jurispage- 20 readers -
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