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

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

Questions?