Home Criminal Defense Automate Your Client Experience and Workflow with Actionstep | Lawyerist

Automate Your Client Experience and Workflow with Actionstep | Lawyerist


As a client-focused enterprise, many attorneys solely earn based mostly on billable hours. Your day-to-day as a lawyer could embrace speaking with purchasers, consumer inlet, billing, assortment, follow administration duties, and perhaps, simply perhaps, discovering time in your day to analysis and write that transient. Unfortunately, these non-billable administrative duties are sometimes people who take up most of your time. This is what place workflow automation, and Actionstep, may also help. 


From consumer onboarding and scheduling to doc technology and billing, there are a lot of possibilities to maintain your agency’s work flowing with automation, permitting you to service your consumer and appeal to new ones extra effectively. Workflow automation removes room for human error associated with duplicate knowledge entry, creates a greater consumer experience, improves communication and transparency between you, your employees, and your purchasers, and helps you develop your corporation with out breaking the financial institution.

Actionstep’s workflow automation runs by all its options together with CRM, Matter Management, Document Assembly & Management, Time & Billing, Trust & Office Accounting, Reporting and way more. You’ll be capable of create tailor-made workflows to automate knowledge assortment and entry, assign duties, and ensure every thing is checked off earlier than transferring to the following step. This provides everybody in your agency a roadmap, making certain every thing goes in keeping with plan.

Take consumer inlet for example. A typical workflow for this might embrace a potential consumer contacting your legislation agency in your web site, somebody contacting the potential consumer, scheduling an preliminary session, assembly with that consumer, then producing a payment agreement. 

Using Actionstep, you’ll be able to automate your consumer inlet course of by utilizing a webform that may mechanically populate a database with consumer info, immediately create and ship a customized e-mail to the potential consumer as soon as the shape is accomplished, generate a process for somebody to contact the potential consumer, and even generate a payment agreement after the session. All it is advisable to do is meet with the consumer. 

With workflow automation, you might be in command of how issues are completed with out having to manage each little factor and are capable of be extra environment friendly with out slicing corners. By defining your workflow, from consumer inlet to closing the file, you’ll be capable of rework much of that administrative work into an automatic course of, providing you with area in your day to concentrate on increased worth consumer and operational actions.  

How to Get it

To study extra about Actionstep or to join a free demo, go to Actionstep.com in the present day!


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