Word of the Week: What is a "Webhook" and How Can Lawyers Use Them In Their Work.
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"Webhooks enable real-time notifications, transforming legal workflow efficiencies and client communications."
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Monday Morning Humor: Autocorrect, It's Never "Duck"! 🤣
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Autocorrect, It's Never "Duck"! 🤣
Read More#64: Utilizing AI to keep track of clients with Tracy Troyer
/Welcome to a captivating episode of our podcast, where we embark on a thrilling journey with Tracy Troyer, a trailblazing attorney and automation enthusiast.
Tracy Troyer is an accomplished attorney with three decades of experience practicing law. As the owner of her law firm, she partners with one other attorney to provide personalized legal services. Specializing in estate planning, trust administration, and asset protection for family legacies, Tracy works closely with individuals and families to ensure their long-term financial security. Join Tracy and me as we talk about how she uses her innovative AI programs to help keep track of her clients and more!
Enjoy!
Join Tracy and me as we discuss the following three questions and more!
What are Tracey's top three favorite automation tools or processes?
What are the three automation tasks that individuals can easily accomplish today?
What are the three critical lessons from transitioning from a pen-and-paper workflow to a more digital work life?
In our conversation, we cover the following:
[00:08] Embracing Technology: Tracy's Current Tech Setup
[12:35] Harnessing Automation: From Client Intake Forms to Payroll Efficiency
[23:04] Unlocking Efficiency: Three Automation Tools for Streamlining Workflows
[35:22] Lessons Learned: Navigating the Transition from Pen and Paper to a Digital Work Life
[46:23] Connecting Attorneys and Automation: Exploring AccessioDocs and more.
Resources:
Connect with Tracy:
LinkedIn: linkedin.com/in/tracy-troyer
Website: troyergood.com/
Software & Cloud Services mentioned in the conversation:
Acuity: acuityscheduling.com/#gref
AnyDesk: anydesk.com
Fluxus: fluxteam.net/
Gavel: gavel.io/
Macro Scheduler: mjtnet.com/
Parallels Access: parallels.com/products/access/
QuickBooks: quickbooks.intuit.com/online/
Rocket Matter: rocketmatter.com/features/rocketmatter-legal-crm/
Smokeball: smokeball.com/blog/law-practice-management-software-an-ultimate-guide
Text Expander:textexpander.com
Zapier: zapier.com/
Zelle: zellepay.com/
SHOUT OUT: Previous TSL.P Podcast Guest, Dorna Moini, Boosts Documate w Rebranding to Gavel!
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Automate legal expertise with Gavel!
DORNA MOINI, CEO OF GAVEL.
Previous podcast guest, Dorna Moini, announces a rebranding to her document automation software company Documate! Documate has rebranded as Gavelavel.io, reflecting its expansion beyond its original function. Recall, the software is used for full intake and workflow automation, building expert systems, and hosting client portals. It has become the foundation for managing data and collaboration with clients, generating work products, and packaging legal services as online products to scale practices. Gavel has big plans for 2023, including expanding its legal product marketplace, and is also working to improve access to justice and provide educational resources for attorneys. To expand its growth, the company has raised additional venture funding and hired a new CTO to support its growth.
Good luck Dorna!
#40: Tech Implementation for Attorneys: Interview with Solo Attorney Steve Richardson
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TSLP Podcast Episode #40: Attorneys Implementing Today’s Technology in Their Practice – My conversation with Solo Attorney, Entrepreneur, Success Coach Steve Richardson.
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Podcast #9: Getting connected with Maddy Martin of Smith.AI
/My next guest is Maddy Martin of Smith.AI! Maddy is the head of growth and education for Smith.ai, which provides 24/7 law firm communication & intake services by phone, web, and text. She has spent the last decade growing tech startups from New York to California. Maddy has expertise in digital marketing, small business communications, lead conversion, email marketing, SEO & content marketing, social media, comarketing, and event marketing.
Come listen and learn as Maddy and I discuss the following: 1. What tech are attorneys underutilizing in their practice, 2. What kind of tech integrations can virtual receptionists provide to reduce work for attorneys, and 3. What does she forecast in how we work with technology post-covid.
SPECIAL OFFER FOR THE TECH SAVVY LAWYER.PAGE FOLLOWERS!
Maddy provided the TSL.P Podcast listener a special coupon! Smith.ai offers a 20-call/20-chat free trial, and when you use code TECHSAVVY you'll also get $100 off your first month! Sign up at https://smith.ai or email hello@smith.ai.
Maddy can be reached at maddy@smith.ai and on LinkedIn.
Show Notes and Smith.ai provided Resources and Links:
The Smith.ai Law Firm Communication Playbook
The Smith.ai Law Firm Communication Library
Clio Legal Trends Report 2019 - Smith.ai Infographic of Key Takeaways
Essential Tech Tools and Talent for Small Law Firms Working Remotely
During a recent webinar on COVID-19 between Profit with Law, GNGF, and Smith.ai, many software and services were mentioned as critical resources for lawyers who suddenly find themselves running their firms remotely. From time tracking tools to case management systems, email providers to calendaring solutions, this is our list of the heavy hitters in each major category. We’ve seen them all, and tried many ourselves, so our hope is to spare you the extra time that extensive research requires.
How to Get Crystal Clear VoIP
Corvum.io cofounder and CTO Graham Nelson-Zutter gives us the low-down on VoIP issues, and how to address them. If you’re not 100% sure your business’ phone lines are running in tip-top shape (many aren’t), this is one of those articles you’ll want to carve time out to read.
