The Lawyer's Guide to Office Automation : Tools and Strategies to Improve Your Firm and Your Life / Christopher R. Fortier.

Format:

Book

Author/Creator:

Fortier, Christopher R., author.

Language:

English

Subjects (All):

Law offices--United States--Automation.

Law offices.

Practice of law--United States--Automation.

Practice of law.

Physical Description:

1 online resource (173 pages)

Edition:

First edition.

Place of Publication:

Chicago, Illinois : American Bar Association, [2023]

Summary:

This book provides a comprehensive guide to automating office tasks within a legal practice, with a focus on enhancing efficiency and reducing mundane work. It covers strategies for planning and designing workflows, selecting appropriate tools, and using forms to securely capture data. The text emphasizes the importance of client communication, scheduling, and document generation. Additionally, it explores the integration of multiple automation applications to streamline operations. The author, Chris Fortier, draws on his experience with the Social Security Administration and his involvement in legal associations to offer practical insights. This book is aimed at legal professionals seeking to optimize their practice through technology. Generated by AI.

Contents:

Cover

Title Page

Copyright

Contents

About the Author

Introduction: Why Automate?

Chapter 1: The Ethical and Data Protection Rules

Part I. The First Steps toward Setting Up a More Efficient Business

Chapter 2: Plan, Design, Lay It Out: Strategy and Workflow

Chapter 3: How to Decide What to Buy

Chapter 4: The Spreadsheet (the Master of Data)

Chapter 5: Timekeeping, Billing, and Payment

Part II. Using Forms to Capture Data and Feed It Securely to Other Automation Tools

Chapter 6: Get to Know the Form

Chapter 7: Forms: Beyond the Basics

Chapter 8: Add-ins and Add-ons

Part III. Leveraging Automation for Client Communication and Scheduling

Chapter 9: Auto-Replies, Rules, and Notifications

Chapter 10: Scheduling Automation

Part IV. Generating Better Documents in Less Time

Chapter 11: Document Assembly

Chapter 12: Proofreading and Editing

Chapter 13: The Fillable PDF and E-sign

Part V. Making Your Automation Tools Work Together

Chapter 14: Integrating Multiple Automation Apps Like Zapier with Other Software

Chapter 15: The Multi-Step Zap or Automation

Conclusion

Index Generated by AI.

Notes:

Includes index.

Description based on publisher supplied metadata and other sources.

Part of the metadata in this record was created by AI, based on the text of the resource.

Description based on print version record.

ISBN:

9781639052318

1639052313

OCLC:

1432603122