Practice Management

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Tools & Resources

After deciding that document automation will become part of your workflow, the next step is thinking through how you might go about implementing this powerful technology. You can jump to these topics clicking the boxes below.

Books & Articles on LEAN

Summary of 2018
By Michael R. Williams
Published May 2019

Summary of 2017
By John A. Ferroli
Published June 2018

Videos on LEAN

Tools LEAN Practitioners Love

Office Suite

Google Workspace: administrative tools for calendaring, meetings, email, document creation document storage, chatting, etc.
Microsoft Office Suite: administrative tools for calendaring, meetings, email, document creation document storage, chatting, etc.

Practice Management Software

MyCase
Mattersuite
Clio/Rocket Matter
Centerbase

Outsourcing

Upwork
Upcounsel
Lawclerk.legal: virtual associate & freelance lawyer service.
LawDingo

Communication

Slack: proprietary business communication platform that provides streamlined interoffice communication.
Earthclass Mail: virtual post mail forwarding service.
Postscanmail: virtual post mail forwarding service.

Financial

Freshbooks: invoicing and accounting software for small to mid-sized business/law firms.
Quickbooks: invoicing and accounting software for small to mid-sized business/law firms that streamlines project management, team collaboration, and task creation.

Administrative Software

Posh: virtual legal receptionist service.
Nuance/Dragon Legal: legal transcription software.
Rev: audio transcription service.

Practice Management

Trello: project management application that streamlines project management, team collaboration, and task creation.
Monday.com: workflow automation suite.