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Law firm automation playbook
The ten automations a small firm runs, in the order a specialist would build them.
What is inside
- Intake triage, and how to route without practising law in a template
- The records request chaser that runs itself
- Weekly case status updates, the cheapest way to cut client calls
- Consultation scheduling with conflict checks in front of it
- Document collection with the reminder ladder
- Where to stop, because some steps should stay human
Who it is for
Small firm partners and office managers buried in intake.
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Where should we send it
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