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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

Michigan Bar Journal - May 2019 thumbnail
Summary of 2018
By Michael R. Williams
Published May 2019

Michigan Bar Journal - June 2018 thumbnail
Summary of 2017
By John A. Ferroli
Published June 2018

Videos on LEAN

Michigan Bar Journal - May 2019 thumbnail

Michigan Bar Journal - June 2018 thumbnail

Michigan Bar Journal - June 2018 thumbnail

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.

What is LEAN?

Why your practice should use LEAN

How to incorporate LEAN

LEAN tools & resources