My Cheap Alternative to Law Firm Management Software!

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Learn my solution to not needing Law Firm Management Software. I've never paid for services like Clio, PracticePanther, MyCase, or Abacus because I've implemented a system that easily manages my law firm's cases. As you'll see, by using Google Workspace, I can automate my Intake workflow and can create a Case Binder for all of my clients.
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CHAPTERS
0:00 Intro
1:15 Case Binder
9:03 Automated Script
11:33 The Case-Binder Blueprint
12:23 Folders and Templates
15:03 Final Thoughts
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Now the boring stuff:
This is not legal advice. This content and all of Law Venture's content is for informational purposes only. You should contact your attorney to obtain legal advice with respect to any particular issue or problem. Nothing here should be construed to form an attorney client relationship of any kind.
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Опубликовано:

17 авг 2024

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Комментарии : 32

@LawVenture Год назад

Check out the Case-Binder Blueprint: lawventure.com/case-binder-blueprint/

@Ahduciekwndnbbbsvvvghhhyyyyy Год назад

I used to have a system like this, but I honestly regret not starting with a proper crm from the start. While it may seem budget in terms of direct upfront expenses, in my experience, a proper crm is a profit generating investment - and not the area you want to go budget. Especially as our firm starts to grow, this type of system is going to cost you way more than what you think you are saving.

@LawVenture Год назад

Do you mind sharing specifics?

@chanex5324 Год назад

Which CRM did you choose?

@Ahduciekwndnbbbsvvvghhhyyyyy Год назад

@@chanex5324 I use Clio Manage. Expensive but worth it.

@adamruffin9013 Год назад

Great video man, thank you for putting up content like this!!

@LawVenture Год назад

You’re most welcome!

@rduffy5 Год назад

I get keeping expenses low, but $500 a month in expenses when you're settling cases for $100k is not a big deal...

@LawVenture Год назад

That’s a fair point. However, not everyone is that far along in their journey. Plus, you’d need to consider opportunity cost (which will depend on the person). For example, investing that $500 in self education can increase earning capacity. Or investing that money in ads could result in more exposure. Again, it all depends on the individual situation. I just like providing the options

@tmatt1999 Год назад

I like what you did, and I'm thinking of replicating some of it, but how do you check for conflicts? Additionally, how do you not miss doing time entries?

@LawVenture Год назад

As a solo, I’m pretty in tuned with my own conflicts. If I scaled by having employees, then I’d probably create a master list in Sheets so people could run searches. My fees are on contingency so I don’t really have to concern myself with time entries. When I do, I create a new sheet where I can log the time.

@ThatsYourMate Год назад

Another great video, thank you! Do you have a good way of automatically populatig the details of the client, other lawyer or provider's name and address etc at the top of the precedent letter?

@LawVenture Год назад

There's definitely a way to do it (or so I think). I just haven't taken the time to figure it out since I typically just copy/paste that info from the Case Binder real quick.

@ThatsYourMate Год назад

@@LawVenture Sounds good, thank you :)

@JimGoldenLaw Год назад

Awesome video- thank you for putting it together! Two quick questions: 1. how do you handle email tracking? IMO, one of the best features of Clio is being able to copy outgoing emails to the matter folder. Have you figured out a way to do that through Google Suite and/or 365? 2. Do you have anything automated for a conflict checker?

@CoachNateLaw Год назад

Good question!

@LawVenture Год назад

I'm glad you like the video! Regarding emails, I set up Gmail to automatically label client-related emails to that particular client (I hope that makes sense). From that point on, the label allows for me to sort emails by client matter. This is all on Gmail though. I don't like to take emails off of Gmail and save them into the client file (on Google Drive) until after the case is closed. This is because Gmail's search function can easily track down specific emails while the case is active, if needed. Once the case is closed, I do a bulk save of all the email files to the client's "Email" folder on Drive and move the Gmail label from "Current Cases" to "Closed Cases." Hopefully this makes semi-sense haha. As for an automated conflict checker, that's an interesting question. My case files are all alphabetized by client name so it's pretty easy to check my previous and active clients. Is there another category of conflicts that comes up for you?

@LawVenture Год назад

@@CoachNateLaw See above!

@CoachNateLaw Год назад

@@LawVenture Thanks!

@Moni19m 8 месяцев назад

Could you make a quick video on how to do this?@@LawVenture

@derrickblythe648 2 месяца назад

How do you sign up for the PI thing

@CoachNateLaw Год назад

This is very interesting, thanks for sharing. I've used a lot of the Google Workspace, but never Scripts--love your system. We do pay for Clio now, but it is painfully expensive...💸

@LawVenture Год назад

Is Clio paying for itself? Or is it something you pay for because it's the easier path to getting up and running?

@CoachNateLaw Год назад

@@LawVenture It seemed like an industry standard that I "needed." We used Time Matters in the past, but it didn't have the functionality we needed (7 attorneys). That's a good question if it's paying for itself--I haven't run those numbers exactly.

@Allmystuff101 Год назад

Would it work for a private investigator business?

@WiseOwl-hi5pg 3 месяца назад

❤❤❤THANK YOU❤❤❤

@emerywang Год назад

How do you get data out of the binder to a letter or document? For example, if I need to create a letter that has the adjuster's name and address, the claim number, date of injury, my client's name, and the signature block of the person creating the letter, is there a one-click way to get that info out of the binder into the appropriate spot on the letter? Or is it cut and paste field by field from the Excel sheet to the appropriate spot in the Word letter? Thanks!

@73cidalia 5 месяцев назад

Look up tutorials for Mail Merge in Microsoft. Mailings can be created to autopopulate those fields from Excel, Outlook, or Access. No need for copy and paste. Consistent formatting in the source document will be important, so watching a tutorial would help.