Category Archives: Business Development
Business development and marketing
Streamline Client Onboarding with Power Automate
Streamline Your Firm: Automate Client Onboarding with Power Automate Estimated Reading Time: 5 minutes Enhance [...]
May
Microsoft Bookings to Schedule Client Consultations
Efficient scheduling of client consultations, depositions, and contract reviews is vital in legal practice. Microsoft [...]
Apr
Microsoft Teams for Secure Attorney-Client Messaging
Effective and confidential communication is crucial in legal practice. Microsoft Teams allows attorneys to securely [...]
Mar
Microsoft Forms with Excel to Collect and Analyze Client Feedback
Collecting feedback from clients on legal services, communication, and outcomes is crucial for improving performance [...]
Mar
Attorney Mentoring in the Age of Zoom
Back when I was cutting my teeth as a young analyst, mentors were easy to [...]
Jan
The Intersection of AI and Legal CRM: Revolutionizing Client Management
As artificial intelligence continues its march across industries, its impact on the legal world is [...]
How AI Agents Can Help Small Firms
Small Law Offices: How AI is Helping Them Thrive in a Tougher Market For small [...]
Jan