Tech ToolsJordan L. Couchjordan@palacelaw.com@jordanlcouch

Introduction●This is just an overview●You don’t need all of these (fewer = better)

●There’s probably an app for that●If there isn’t an app for that, there’s probably an app to build that.

Client Acquisition●Not advertising●Humanizing/Branding

●Building systems to attract clients

Social Media● Find what works for you● Be a human first● Offer valuable content● Be consistent● Build systems

Automate It●Control posts

●Follow feeds●Be Notified●Track Analytics

Fremium Services●Effortlessly attract paying clients, divert those unwilling/unable to pay.

●Teach potential clients when and why they need an attorney.

●Treat Q&A forums like a potential client call.

Examples

Intake●Save time, get info up front from anywhere.

●Give clients freedom and choice●Engage clients automatically●Monitor the intake process

Adobe● Essential document

tool

● Track and sign

● Redact files

● Edit and Organize

Cloud Forms

Anytime/Anywhere●Let potential clients schedule●Take good calls anytime●Engage automatically●Virtual meetings

Scheduled Apts.

24/7 Intake ● Receptionist asks questions.

● Depending on answers call is forwarded.

● If not forwarded, email with potential client info sent.

Auto Engagement● All site visitors

automatically engaged

● Communications routed directly to attorneys

● Only interested visitors routed

Virtual Meetings

Monitor Intake●Track marketing

●Monitor processes

●Enhance conversion

Workflow●Cloud Practice management

●Cloud kanban boards

Why It’s Essential●Work from anywhere●Seamlessly collaborate with a team●Customize dashboards/workflow●Link and automate

Clio Dashboard

Trello Dashboard

Trello Project Management

Communication●Give clients options

●Go mobile●Consolidate●Communicate better

Options●Text to email●Fax to email●Portal to email●Routed Phones

●Virtual receptionists

●Instant messaging

●Video calls

In-house messengers

● Designed for teamwork

● Allows work from anywhere

● Customizable

● Adds a bit of fun

Collaborate●Cloud based programs make it easy●Access anywhere●Assign tasks, work simultaneously●Slack, Trello, Dropbox, G-Suite, Office 365

Robotic Help●Grammarly, Wordrake, PerfectIt

●Advanced writing assistants

Track Performance●Automate client feedback●Organize data in a useful form●Link KPIs to specific clients

Collection ● Automatic Systems

● Client provided

● Manual Systems

Organize and View

Connect & Automate●Link all of your cloud services●Achieve more without duplication●Enhance capabilities

Zapier/IFTTT●Link cloud programs

●Set trigger events

●Automate reactions

●Complex chains

Ad ons●Trello, Adobe, G-Suite, Slack●If the tool doesn’t do it, an ad on likely does

●Calendars, Repeats, Legal Research, Order Pizza, Random Facts

Trello Ad Ons

Tatsu.io

Originally created by Ansel Halliburton - https://github.com/anseljh/casebot

Questions?