Top 3 tools to help lawyers better organise
Whether you have been practising for one year or 25 years, you surely have come across an array of emerging tech tools and services designed to help you improve your law practice. As the industry moves forward, it is essential for competitive lawyers to invest wisely. There is no better time than now to take inventory of your practice to see where focusing your time and money can make the biggest impact.
Below are 3 tools that will help you set professional boundaries, manage your law practice in the cloud, get better and faster research results, and keep tabs on the things that matter in your daily life.
Podio is one of the best project and task management tools to get your tasks, clients, and projects together in one place. The platform provides you templates for more routine workflows or builds a custom one for larger projects, and see the status of where every person working on it is in the process. And because it integrates seamlessly with Google Drive and Dropbox, you can attach documents to each project, and your support staff won’t waste time searching for them.
Podio’s versatility makes it such a great tool. In addition to managing tasks and projects, it can be used as a CRM tool, to manage to follow up with leads, or even track expense reports. Notifications, of course, are built right in.
G-Suite, a professional product from Google, is a wonderful and more versatile option for you. You may use it to organize your sessions, send emails, and collaborate with colleagues and other authorities in real-time. Moreover, you can organize your files with Google Drive, manage Gmail and work schedules, notes, and meetings efficiently with secure communication with your clients and your legal team.
The great thing about G-Suite is that you may utilize any of the service’s products with your own custom domain.
Finally, every attorney could benefit by using an automation tool such as Zapier. These apps help automate repetitive tasks between two or more apps. An automation app frees up attorneys and staff time to work on more important tasks. Anything where you have to move information from one app to another.
If you are an attorney that has systems in place where you have to move information from one app to another, this tool is highly recommended for you.
These are the top 3 tools that should help you improve your work as a lawyer and better prioritize your tasks. If you need further assistance to improve your law practice, make sure you are on the right path to success by consulting your professional legal coach to advise and support you.