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Time Stamps of Key Takeaways 5:39 — Manual and automated conflict checking To kick things off, Devon breaks down how both manual and automated conflict-checking options can safeguard your clientintake and case management processes.
02:15 - Utilizing Automations and Custom Dashboards Devon discusses the power of Automations in Lawmatics for estate planning, highlighting the customizability for different practice areas and the significance of custom dashboards for managing workflows and enhancing client communication.
Host educational or networking events aimed at professionals in compatible fields, such as cultural community groups, universities, businesses, ESL teachers, etc. Local keywords: Include location-based keywords in your website's content and metadata to effectively target local clients.
So the idea is that they do events, and we do we did we do content, we do a little bit in the way of events, they do a little bit in the way of content, but we’ve got this amazing synergy in terms of how we can support one another. Greg Lambert 10:31 And it’s just a one day event. So we can give their vendors an outlet.
So the idea is that they do events, and we do we did we do content, we do a little bit in the way of events, they do a little bit in the way of content, but we’ve got this amazing synergy in terms of how we can support one another. Greg Lambert 10:31 And it’s just a one day event. So we can give their vendors an outlet.
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