Tech Tip #8 – Systematize Your Law Operation Using Workflows

Trust Accounting

What is a Workflow? A workflow is a set list of repeatable tasks in a particular type of matter which happens in an order. For instance, if you handle Trust & Estate as part of your Elder Law Practice, there may be a list of 20 tasks that need to be completed in each new case, all in a certain order. By creating a workflow, you can add that task list to your matter in one-click. This is not only a huge time saver, but it promotes consistency and accuracy in completing those tasks in a timely manner. Read more…


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